Portfolio (Quarterly)
Guide ↗
Tempo Wealth, LLC
· CIK 0002112005| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | USMV | ISHARES TR | — | 4,552.0 | $429K | 0.08% | NEW | — | $94.16 | +2.0% |
| 142 | XAR | SPDR SERIES TRUST | — | 1,759.0 | $424K | 0.08% | NEW | — | $241.18 | +10.4% |
| 143 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 8,515.0 | $423K | 0.07% | NEW | — | $49.65 | -25.9% |
| 144 | VB | VANGUARD INDEX FDS | — | 1,636.0 | $422K | 0.07% | NEW | — | $257.89 | +15.2% |
| 145 | RSP | INVESCO EXCHANGE TRADED FD T | — | 2,193.0 | $420K | 0.07% | NEW | — | $191.53 | +11.2% |
| 146 | SHYG | ISHARES TR | — | 9,785.0 | $419K | 0.07% | NEW | — | $42.87 | -1.4% |
| 147 | CIBR | FIRST TR EXCHANGE TRADED FD | — | 5,861.0 | $419K | 0.07% | NEW | — | $71.45 | +30.3% |
| 148 | TDG | TRANSDIGM GROUP INC | Industrials | 313.0 | $416K | 0.07% | NEW | — | $1329.85 | -7.3% |
| 149 | XLY | SELECT SECTOR SPDR TR | — | 3,475.0 | $415K | 0.07% | NEW | — | $119.40 | -2.0% |
| 150 | VIG | VANGUARD SPECIALIZED FUNDS | — | 1,846.0 | $406K | 0.07% | NEW | — | $219.82 | +8.0% |
| 151 | IAU | ISHARES GOLD TR | Financial Services | 4,908.0 | $398K | 0.07% | NEW | — | $81.17 | -6.0% |
| 152 | CSCO | CISCO SYS INC | Technology | 5,161.0 | $398K | 0.07% | NEW | — | $77.03 | +45.1% |
| 153 | MDYV | SPDR SERIES TRUST | — | 4,654.0 | $394K | 0.07% | NEW | — | $84.65 | +11.7% |
| 154 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 1,114.0 | $391K | 0.07% | NEW | — | $350.59 | +11.3% |
| 155 | INDA | ISHARES TR | — | 7,118.0 | $385K | 0.07% | NEW | — | $54.05 | -9.7% |
| 156 | — | FIRST TR EXCH TRADED FD III | — | 5,351.0 | $380K | 0.07% | NEW | — | $70.99 | — |
| 157 | WELL | WELLTOWER INC | Real Estate | 2,014.0 | $374K | 0.07% | NEW | — | $185.59 | +27.2% |
| 158 | VTC | VANGUARD SCOTTSDALE FDS | — | 4,750.0 | $369K | 0.07% | NEW | — | $77.64 | -2.1% |
| 159 | GD | GENERAL DYNAMICS CORP | Industrials | 1,094.0 | $368K | 0.07% | NEW | — | $336.58 | +8.6% |
| 160 | SLYV | SPDR SERIES TRUST | — | 4,016.0 | $365K | 0.07% | NEW | — | $90.96 | +19.5% |
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%