Portfolio (Quarterly)
Guide ↗
Tempo Wealth, LLC
· CIK 0002112005| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | BUFD | FIRST TR EXCHNG TRADED FD VI | — | 10,963.0 | $307K | 0.05% | -6K | -34.1% | $28.00 | +5.6% |
| 182 | LIN | LINDE PLC | Basic Materials | 607.0 | $301K | 0.05% | +11.0 | +1.9% | $495.68 | +3.8% |
| 183 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 1,722.0 | $299K | 0.05% | -14.0 | -0.8% | $173.44 | -6.1% |
| 184 | DG | DOLLAR GEN CORP | Consumer Defensive | 2,422.0 | $288K | 0.05% | +309.0 | +14.6% | $118.75 | -12.9% |
| 185 | QCOM | QUALCOMM INC | Technology | 2,221.0 | $286K | 0.05% | +135.0 | +6.5% | $128.79 | +92.7% |
| 186 | MCK | MCKESSON CORP | Healthcare | 329.0 | $285K | 0.05% | +59.0 | +21.9% | $865.35 | -12.6% |
| 187 | PPA | INVESCO EXCHANGE TRADED FD T | — | 1,694.0 | $281K | 0.05% | NEW | — | $165.72 | +4.7% |
| 188 | VCIT | VANGUARD SCOTTSDALE FDS | — | 3,362.0 | $278K | 0.05% | +436.0 | +14.9% | $82.76 | -0.3% |
| 189 | CMI | CUMMINS INC | Industrials | 476.0 | $256K | 0.04% | — | — | $537.82 | +22.5% |
| 190 | ABT | ABBOTT LABORATORIES | Healthcare | 2,452.0 | $252K | 0.04% | -30.0 | -1.2% | $102.67 | -15.7% |
| 191 | HOOD | ROBINHOOD MKTS INC | Financial Services | 3,594.0 | $249K | 0.04% | NEW | — | $69.30 | +7.2% |
| 192 | XLP | SELECT SECTOR SPDR TR | — | 3,026.0 | $248K | 0.04% | NEW | — | $81.99 | +2.5% |
| 193 | IONQ | IONQ INC | Technology | 8,594.0 | $248K | 0.04% | +1K | +16.8% | $28.83 | +114.7% |
| 194 | SLV | ISHARES SILVER TR | Financial Services | 3,561.0 | $243K | 0.04% | +191.0 | +5.7% | $68.14 | +0.9% |
| 195 | PFE | PFIZER INC | Healthcare | 8,601.0 | $242K | 0.04% | -130.0 | -1.5% | $28.08 | -7.9% |
| 196 | PWR | QUANTA SVCS INC | Industrials | 434.0 | $238K | 0.04% | NEW | — | $548.51 | +34.8% |
| 197 | IWD | ISHARES TR | — | 1,114.0 | $238K | 0.04% | — | — | $213.67 | +11.3% |
| 198 | POCT | INNOVATOR ETFS TRUST | — | 5,512.0 | $238K | 0.04% | — | — | $43.11 | +7.0% |
| 199 | IWB | ISHARES TR | — | 659.0 | $235K | 0.04% | — | — | $356.57 | +14.6% |
| 200 | ENB | ENBRIDGE INC | Energy | 4,261.0 | $231K | 0.04% | +25.0 | +0.6% | $54.14 | +5.1% |
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
Industrials
28.4%
Financial Services
26.5%
Technology
22.7%
Communication Services
7.4%
Consumer Cyclical
6.9%
Consumer Defensive
2.8%
Healthcare
2.5%
Utilities
1.6%
Energy
0.6%
Basic Materials
0.5%