Portfolio (Quarterly)
Guide ↗
Tempo Wealth, LLC
· CIK 0002112005| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | TMUS | T-MOBILE US INC | Communication Services | 1,347.0 | $273K | 0.05% | NEW | — | $203.00 | -5.5% |
| 182 | XLE | SELECT SECTOR SPDR TR | — | 5,912.0 | $264K | 0.05% | NEW | — | $44.71 | +29.9% |
| 183 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 445.0 | $258K | 0.05% | NEW | — | $578.88 | -22.5% |
| 184 | LIN | LINDE PLC | Basic Materials | 596.0 | $254K | 0.04% | NEW | — | $426.50 | +20.8% |
| 185 | IPO | RENAISSANCE CAP GREENWICH FD | — | 5,424.0 | $248K | 0.04% | NEW | — | $45.65 | +18.0% |
| 186 | IWB | ISHARES TR | — | 658.0 | $246K | 0.04% | NEW | — | $373.33 | +9.6% |
| 187 | VCIT | VANGUARD SCOTTSDALE FDS | — | 2,926.0 | $245K | 0.04% | NEW | — | $83.75 | -1.5% |
| 188 | CMI | CUMMINS INC | Industrials | 476.0 | $243K | 0.04% | NEW | — | $510.24 | +30.1% |
| 189 | POCT | INNOVATOR ETFS TRUST | — | 5,512.0 | $242K | 0.04% | NEW | — | $43.92 | +5.0% |
| 190 | OKLO | OKLO INC | Utilities | 3,349.0 | $240K | 0.04% | NEW | — | $71.76 | -4.4% |
| 191 | AXON | AXON ENTERPRISE INC | Industrials | 420.0 | $239K | 0.04% | NEW | — | $567.93 | -30.6% |
| 192 | OWL | BLUE OWL CAPITAL INC | Financial Services | 15,879.0 | $237K | 0.04% | NEW | — | $14.94 | -32.8% |
| 193 | TTD | THE TRADE DESK INC | Technology | 6,238.0 | $237K | 0.04% | NEW | — | $37.96 | -41.6% |
| 194 | MRK | MERCK & CO INC | Healthcare | 2,219.0 | $234K | 0.04% | NEW | — | $105.28 | +14.3% |
| 195 | IWD | ISHARES TR | — | 1,110.0 | $233K | 0.04% | NEW | — | $210.29 | +13.3% |
| 196 | BSCV | INVESCO EXCH TRD SLF IDX FD | — | 13,788.0 | $230K | 0.04% | NEW | — | $16.69 | -1.9% |
| 197 | MCK | MCKESSON CORP | Healthcare | 270.0 | $222K | 0.04% | NEW | — | $821.19 | -7.9% |
| 198 | AON | AON PLC | Financial Services | 621.0 | $219K | 0.04% | NEW | — | $353.05 | -9.3% |
| 199 | PFE | PFIZER INC | Healthcare | 8,731.0 | $217K | 0.04% | NEW | — | $24.90 | +3.4% |
| 200 | SLV | ISHARES SILVER TR | Financial Services | 3,370.0 | $217K | 0.04% | NEW | — | $64.42 | +7.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
26.8%
Industrials
26.8%
Technology
24.4%
Communication Services
7.7%
Consumer Cyclical
7.4%
Healthcare
2.4%
Consumer Defensive
2.3%
Utilities
1.3%
Basic Materials
0.5%
Energy
0.3%