Tempus Wealth Planning

Latest statistics and disclosures from Tempus Wealth Planning's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Tempus Wealth Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Tempus Wealth Planning

Tempus Wealth Planning holds 276 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ge Aerospace Com New (GE) 6.1 $27M 89k 300.82
 View chart
Ge Vernova (GEV) 3.0 $13M 21k 614.90
 View chart
NVIDIA Corporation (NVDA) 2.8 $12M -9% 65k 186.58
 View chart
Microsoft Corporation (MSFT) 2.6 $11M 22k 517.96
 View chart
Capital Group Dividend Value Shs Creation Uni (CGDV) 2.4 $11M 252k 42.03
 View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 2.1 $9.2M +11% 76k 121.06
 View chart
Apple (AAPL) 2.1 $9.1M 36k 254.63
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.0 $8.8M -11% 15k 600.39
 View chart
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.0 $8.5M 364k 23.47
 View chart
Spdr Series Trust Portfoli S&p1500 (SPTM) 1.8 $7.9M 99k 80.65
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $7.1M -4% 11k 666.17
 View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.6 $6.9M +6% 262k 26.34
 View chart
Tesla Motors (TSLA) 1.5 $6.6M -5% 15k 444.73
 View chart
Proshares Tr Pshs Ultra Qqq (QLD) 1.4 $6.3M -12% 46k 137.20
 View chart
Proshares Tr Pshs Ult S&p 500 (SSO) 1.4 $6.1M -11% 55k 112.13
 View chart
Ishares Tr Core S&p500 Etf (IVV) 1.4 $6.0M +2% 8.9k 669.30
 View chart
Capital Group Core Balanced SHS (CGBL) 1.2 $5.4M +15% 156k 34.72
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 1.2 $5.3M 25k 215.79
 View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 1.1 $4.9M -7% 53k 91.75
 View chart
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY) 1.1 $4.7M -8% 130k 36.19
 View chart
Oracle Corporation (ORCL) 1.0 $4.5M +2% 16k 281.25
 View chart
Ishares Tr Ibonds 2026 Term (IBHF) 1.0 $4.4M -9% 189k 23.39
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.0 $4.4M +5% 188k 23.28
 View chart
Ishares Tr Ultra Short Dur (ICSH) 0.9 $4.1M 81k 50.75
 View chart
Amazon (AMZN) 0.9 $4.0M 18k 219.57
 View chart
Spdr Series Trust Portfolio S&p500 (SPLG) 0.9 $3.8M -8% 49k 78.34
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.9 $3.8M +6% 119k 31.91
 View chart
Schwab Strategic Tr Fundamental Us L (FNDX) 0.9 $3.8M +8% 143k 26.30
 View chart
JPMorgan Chase & Co. (JPM) 0.8 $3.7M -3% 12k 315.44
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.8 $3.4M -5% 14k 243.10
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $2.9M 8.9k 328.17
 View chart
Ishares Tr U.s. Tech Etf (IYW) 0.7 $2.8M -14% 15k 195.86
 View chart
Putnam Etf Trust Focused Lar Cap (PVAL) 0.6 $2.8M 65k 42.72
 View chart
Wal-Mart Stores (WMT) 0.6 $2.7M +3% 26k 103.06
 View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.6 $2.7M 98k 27.29
 View chart
Ishares Tr Pfd And Incm Sec (PFF) 0.6 $2.6M +3% 83k 31.62
 View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS) 0.6 $2.6M -3% 89k 29.32
 View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.6 $2.5M +348% 16k 155.45
 View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.6 $2.5M +103% 28k 89.37
 View chart
Meta Platforms Cl A (META) 0.6 $2.5M 3.3k 734.38
 View chart
Spdr Series Trust Portfolio Agrgte (SPAB) 0.6 $2.4M +2% 94k 25.85
 View chart
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $2.4M 12k 194.49
 View chart
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.5 $2.4M +22% 40k 59.20
 View chart
Capital Group Dividend Growe Shs Etf (CGDG) 0.5 $2.3M -19% 67k 34.65
 View chart
Schwab Strategic Tr Fundamental Intl (FNDF) 0.5 $2.3M +11% 54k 42.96
 View chart
Ge Healthcare Technologies I Common Stock (GEHC) 0.5 $2.3M 31k 75.10
 View chart
Ishares Tr Short Treas Bd (SHV) 0.5 $2.2M -26% 20k 110.49
 View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.5 $2.2M -2% 25k 88.96
 View chart
Ishares Tr Eafe Value Etf (EFV) 0.5 $2.2M -3% 32k 67.83
 View chart
Tidal Trust I Fundstrat Granny (GRNY) 0.5 $2.1M NEW 85k 24.99
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $2.1M +9% 17k 120.72
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.5 $2.1M -6% 8.5k 241.95
 View chart
Ishares Tr Select Divid Etf (DVY) 0.5 $2.1M -9% 14k 142.10
 View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.4 $1.9M -13% 48k 39.54
 View chart
Ishares Tr Esg Msci Kld 400 (DSI) 0.4 $1.9M -10% 15k 125.95
 View chart
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.4 $1.9M +2% 39k 48.03
 View chart
Eli Lilly & Co. (LLY) 0.4 $1.8M 2.4k 763.04
 View chart
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.4 $1.8M -24% 41k 43.92
 View chart
Ishares Tr Core Total Usd (IUSB) 0.4 $1.8M -18% 38k 46.71
 View chart
TJX Companies (TJX) 0.4 $1.8M +7% 12k 144.54
 View chart
Amgen (AMGN) 0.4 $1.8M +2% 6.2k 282.19
 View chart
Boeing Company (BA) 0.4 $1.8M 8.1k 215.83
 View chart
Fidelity Covington Trust Low Volity Etf (FDLO) 0.4 $1.7M -4% 27k 65.87
 View chart
Cisco Systems (CSCO) 0.4 $1.7M 25k 68.42
 View chart
Costco Wholesale Corporation (COST) 0.4 $1.7M -5% 1.9k 925.58
 View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $1.7M 40k 42.79
 View chart
Rockwell Automation (ROK) 0.4 $1.7M 4.9k 349.53
 View chart
Bank of America Corporation (BAC) 0.4 $1.6M 32k 51.59
 View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $1.6M 35k 46.81
 View chart
Palantir Technologies Cl A (PLTR) 0.4 $1.6M +12% 8.9k 182.42
 View chart
Johnson & Johnson (JNJ) 0.4 $1.6M -4% 8.6k 185.43
 View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.4 $1.6M -42% 22k 73.29
 View chart
Waste Management (WM) 0.4 $1.6M 7.2k 220.83
 View chart
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.4 $1.6M 19k 84.68
 View chart
Proshares Tr Ultr Msci Etf (EFO) 0.4 $1.6M -44% 26k 59.64
 View chart
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $1.5M -2% 11k 145.60
 View chart
Wynn Resorts (WYNN) 0.4 $1.5M 12k 128.27
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $1.5M -13% 11k 140.94
 View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL) 0.3 $1.5M 56k 26.95
 View chart
Schwab Strategic Tr Us Reit Etf (SCHH) 0.3 $1.5M +6% 69k 21.57
 View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.3 $1.5M -11% 11k 132.48
 View chart
Vanguard World Mega Cap Index (MGC) 0.3 $1.5M 6.0k 244.09
 View chart
Visa Com Cl A (V) 0.3 $1.5M 4.3k 341.40
 View chart
Spdr Series Trust Portfli High Yld (SPHY) 0.3 $1.4M 61k 23.94
 View chart
Alps Etf Tr Alerian Mlp (AMLP) 0.3 $1.4M +49% 30k 46.93
 View chart
Ishares Tr Core 80/20 Aggre (AOA) 0.3 $1.4M -4% 16k 88.14
 View chart
Raytheon Technologies Corp (RTX) 0.3 $1.4M 8.2k 167.32
 View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.3 $1.4M 40k 34.17
 View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.3 $1.3M -3% 18k 73.48
 View chart
Capital Group Global Equity SHS (CGGE) 0.3 $1.3M NEW 42k 30.79
 View chart
Home Depot (HD) 0.3 $1.3M -7% 3.2k 405.22
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.3 $1.3M -51% 3.6k 355.47
 View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.3 $1.2M +4% 22k 57.52
 View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $1.2M +69% 19k 65.00
 View chart
Walt Disney Company (DIS) 0.3 $1.2M -2% 11k 114.50
 View chart
Hershey Company (HSY) 0.3 $1.2M 6.5k 187.04
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $1.2M -3% 18k 65.26
 View chart
Abbvie (ABBV) 0.3 $1.2M +13% 5.2k 231.53
 View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.3 $1.2M +48% 21k 55.33
 View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.3 $1.2M 11k 104.96
 View chart
Rocket Lab Corp (RKLB) 0.3 $1.1M +3% 24k 47.91
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $1.1M -19% 5.5k 206.52
 View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.3 $1.1M +8% 21k 53.24
 View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.3 $1.1M -19% 24k 46.63
 View chart
Spdr Series Trust Bloomberg Intl (IBND) 0.3 $1.1M 35k 32.29
 View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.1M +6% 40k 27.90
 View chart
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $1.1M +4% 20k 57.10
 View chart
Blackstone Secd Lending Common Stock (BXSL) 0.3 $1.1M +4% 42k 26.07
 View chart
Verizon Communications (VZ) 0.3 $1.1M 25k 43.95
 View chart
Ares Capital Corporation (ARCC) 0.3 $1.1M 54k 20.41
 View chart
Robinhood Mkts Com Cl A (HOOD) 0.3 $1.1M +11% 7.6k 143.18
 View chart
Pepsi (PEP) 0.2 $1.1M -10% 7.5k 140.45
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.0M -9% 2.1k 502.74
 View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.2 $1.0M -20% 9.8k 104.51
 View chart
T Rowe Price Etf Floating Rate (TFLR) 0.2 $1.0M 20k 51.45
 View chart
Honeywell International (HON) 0.2 $1.0M -30% 4.8k 210.49
 View chart
Proshares Tr S&p Mdcp 400 Div (REGL) 0.2 $993k 12k 85.34
 View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.2 $989k +78% 17k 57.52
 View chart
Ishares Tr Mbs Etf (MBB) 0.2 $984k -13% 10k 95.15
 View chart
Proshares Tr Ultrapro Qqq (TQQQ) 0.2 $979k 9.5k 103.40
 View chart
Ishares Core Msci Emkt (IEMG) 0.2 $977k -25% 15k 65.92
 View chart
Spdr Series Trust Bloomberg Emergi (EBND) 0.2 $964k 45k 21.36
 View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $944k +12% 39k 24.40
 View chart
Jd.com Spon Ads Cl A (JD) 0.2 $930k 27k 34.98
 View chart
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $924k 8.3k 111.47
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.2 $921k +14% 3.8k 243.57
 View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $902k +102% 10k 89.03
 View chart
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.2 $877k +51% 9.1k 96.68
 View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $876k +8% 19k 45.51
 View chart
Applied Materials (AMAT) 0.2 $872k +13% 4.3k 204.74
 View chart
Snap-on Incorporated (SNA) 0.2 $860k 2.5k 346.52
 View chart
Blackrock Etf Trust Ishares Us Thema (THRO) 0.2 $857k +28% 23k 37.86
 View chart
BlackRock Corporate High Yield Fund VI (HYT) 0.2 $854k NEW 90k 9.50
 View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.2 $843k -10% 37k 22.72
 View chart
Ishares Tr Core Intl Aggr (IAGG) 0.2 $815k +36% 16k 51.23
 View chart
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $804k 11k 76.45
 View chart
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.2 $795k 1.5k 546.75
 View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $791k +5% 24k 33.37
 View chart
Blackrock Etf Trust Ishares A I Inno (BAI) 0.2 $786k +193% 23k 34.16
 View chart
J.B. Hunt Transport Services (JBHT) 0.2 $771k -8% 5.7k 134.18
 View chart
Metropcs Communications (TMUS) 0.2 $736k +12% 3.1k 239.38
 View chart
Ishares Tr Core Divid Etf (DIVB) 0.2 $734k -22% 14k 52.25
 View chart
Adobe Systems Incorporated (ADBE) 0.2 $719k NEW 2.0k 352.75
 View chart
Proshares Tr Msci Emrg Etf (EET) 0.2 $709k NEW 9.2k 76.80
 View chart
Ishares Tr Ibonds 2027 Term (IBHG) 0.2 $693k +244% 31k 22.49
 View chart
Target Corporation (TGT) 0.2 $690k -3% 7.7k 89.71
 View chart
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.2 $685k 9.4k 72.58
 View chart
Select Sector Spdr Tr Financial (XLF) 0.2 $681k +4% 13k 53.87
 View chart
Labcorp Holdings Com Shs (LH) 0.2 $671k 2.3k 287.01
 View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM) 0.2 $668k NEW 24k 28.39
 View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $667k +5% 2.7k 247.12
 View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 0.2 $666k -5% 25k 26.58
 View chart
Anthem (ELV) 0.2 $662k NEW 2.0k 323.12
 View chart
Charter Communications Inc N Cl A (CHTR) 0.1 $646k NEW 2.3k 275.11
 View chart
Bristol Myers Squibb (BMY) 0.1 $642k +8% 14k 45.10
 View chart
Ishares Tr S&p 100 Etf (OEF) 0.1 $641k NEW 1.9k 332.84
 View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $641k 2.7k 239.62
 View chart
Chevron Corporation (CVX) 0.1 $633k -14% 4.1k 155.28
 View chart
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $633k NEW 8.4k 75.11
 View chart
Ishares Tr Core 60/40 Balan (AOR) 0.1 $632k 9.8k 64.38
 View chart
Paypal Holdings (PYPL) 0.1 $609k +27% 9.1k 67.06
 View chart
Molina Healthcare (MOH) 0.1 $607k +69% 3.2k 191.36
 View chart
Ishares Tr Conv Bd Etf (ICVT) 0.1 $596k NEW 6.0k 100.05
 View chart
Canadian Natl Ry (CNI) 0.1 $595k -2% 6.3k 94.30
 View chart
Global X Fds Defense Tech Etf (SHLD) 0.1 $590k +104% 8.4k 70.24
 View chart
Exxon Mobil Corporation (XOM) 0.1 $585k -17% 5.2k 112.74
 View chart
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $580k -50% 5.1k 113.88
 View chart
Schwab Strategic Tr Fundamental Us S (FNDA) 0.1 $576k +8% 19k 31.16
 View chart
Pfizer (PFE) 0.1 $564k -14% 22k 25.48
 View chart
Schwab Strategic Tr Fundamental Emer (FNDE) 0.1 $548k +8% 15k 36.16
 View chart
Finwise Bancorp (FINW) 0.1 $543k 28k 19.39
 View chart
Apollo Global Mgmt (APO) 0.1 $536k -6% 4.0k 133.27
 View chart
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $536k +2% 23k 23.56
 View chart
Charles Schwab Corporation (SCHW) 0.1 $517k -4% 5.4k 95.46
 View chart
Merck & Co (MRK) 0.1 $514k +9% 6.1k 83.93
 View chart
Capital Grp Fixed Incm Etf T International Bd (CGIB) 0.1 $513k NEW 20k 25.39
 View chart
Nike CL B (NKE) 0.1 $513k +4% 7.4k 69.73
 View chart
Tenable Hldgs (TENB) 0.1 $511k +13% 18k 29.16
 View chart
Rapid7 (RPD) 0.1 $503k +20% 27k 18.75
 View chart
Dupont De Nemours (DD) 0.1 $500k 6.4k 77.90
 View chart
Evolent Health Cl A (EVH) 0.1 $499k NEW 59k 8.46
 View chart
Haleon Spon Ads (HLN) 0.1 $487k 54k 8.97
 View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.1 $479k -30% 17k 27.75
 View chart
Lockheed Martin Corporation (LMT) 0.1 $471k -18% 943.00 499.45
 View chart
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $467k +20% 4.9k 95.19
 View chart
Amdocs SHS (DOX) 0.1 $454k 5.5k 82.05
 View chart
Vanguard World Inf Tech Etf (VGT) 0.1 $451k +16% 604.00 746.34
 View chart
Realty Income (O) 0.1 $444k +20% 7.3k 60.79
 View chart
Mastercard Incorporated Cl A (MA) 0.1 $438k -7% 770.00 568.92
 View chart
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $431k +3% 4.2k 103.07
 View chart
Ishares Gold Tr Ishares New (IAU) 0.1 $430k +59% 5.9k 72.77
 View chart
Nano X Imaging Ord Shs (NNOX) 0.1 $421k 114k 3.70
 View chart
Broadcom (AVGO) 0.1 $415k +14% 1.3k 329.83
 View chart
Coca-Cola Company (KO) 0.1 $410k +29% 6.2k 66.32
 View chart
At&t (T) 0.1 $409k 15k 28.24
 View chart
Wisdomtree Tr Us High Dividend (DHS) 0.1 $402k +2% 4.0k 100.75
 View chart
Draftkings Com Cl A (DKNG) 0.1 $401k NEW 11k 37.40
 View chart
Ishares Ethereum Tr SHS (ETHA) 0.1 $399k NEW 13k 31.51
 View chart
McDonald's Corporation (MCD) 0.1 $395k +5% 1.3k 303.99
 View chart
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $392k +3% 1.2k 326.36
 View chart
Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $391k -5% 6.8k 57.31
 View chart
Ishares Tr Core 40/60 Moder (AOM) 0.1 $384k -3% 8.1k 47.58
 View chart
Cognizant Technology Solutio Cl A (CTSH) 0.1 $383k -4% 5.7k 67.08
 View chart
Ishares Tr Expanded Tech (IGV) 0.1 $368k +2% 3.2k 115.01
 View chart
Rxsight (RXST) 0.1 $368k +81% 41k 8.99
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.1 $361k 753.00 479.70
 View chart
Qualcomm (QCOM) 0.1 $359k +35% 2.2k 166.38
 View chart
UnitedHealth (UNH) 0.1 $359k -67% 1.0k 345.40
 View chart
Spdr Index Shs Fds S&p North Amer (NANR) 0.1 $354k -26% 5.5k 64.60
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.1 $348k 1.4k 254.20
 View chart
Mondelez Intl Cl A (MDLZ) 0.1 $347k 5.6k 62.48
 View chart
Capital Group New Geography SHS (CGNG) 0.1 $344k NEW 11k 30.90
 View chart
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $342k 4.1k 82.96
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $328k -6% 3.3k 100.25
 View chart
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $323k -33% 14k 23.12
 View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $313k -2% 4.1k 76.01
 View chart
eBay (EBAY) 0.1 $307k -6% 3.4k 90.95
 View chart
MetLife (MET) 0.1 $306k +2% 3.7k 82.37
 View chart
Franco-Nevada Corporation (FNV) 0.1 $304k -14% 1.4k 222.91
 View chart
Sentinelone Cl A (S) 0.1 $304k 17k 17.61
 View chart
4068594 Enphase Energy (ENPH) 0.1 $303k +4% 8.6k 35.39
 View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $301k 13k 23.09
 View chart
Intel Corporation (INTC) 0.1 $299k -77% 8.9k 33.55
 View chart
Enterprise Products Partners (EPD) 0.1 $297k 9.5k 31.27
 View chart
Calamos (CCD) 0.1 $289k 14k 21.04
 View chart
ConocoPhillips (COP) 0.1 $289k 3.1k 94.59
 View chart
Wisdomtree Tr Us Quality Grow (QGRW) 0.1 $287k -3% 5.0k 57.36
 View chart
Netflix (NFLX) 0.1 $285k +41% 238.00 1198.92
 View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $285k NEW 5.7k 50.00
 View chart
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $283k -3% 1.0k 279.84
 View chart
Henry Schein (HSIC) 0.1 $281k 4.2k 66.37
 View chart
Wells Fargo & Company (WFC) 0.1 $278k 3.3k 83.82
 View chart
Alvotech Ordinary Shares (ALVO) 0.1 $277k +6% 34k 8.19
 View chart
Dex (DXCM) 0.1 $277k NEW 4.1k 67.29
 View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $274k -2% 5.0k 54.76
 View chart
Confluent Class A Com (CFLT) 0.1 $274k NEW 14k 19.80
 View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE) 0.1 $270k -13% 12k 23.22
 View chart
Ishares Tr Core 30/70 Conse (AOK) 0.1 $269k -7% 6.7k 40.16
 View chart
Ishares Esg Awr Msci Em (ESGE) 0.1 $269k 6.2k 43.42
 View chart
Acv Auctions Com Cl A (ACVA) 0.1 $265k NEW 27k 9.91
 View chart
Inspire Med Sys (INSP) 0.1 $264k +36% 3.6k 74.20
 View chart
Legend Biotech Corp Sponsored Ads (LEGN) 0.1 $263k NEW 8.1k 32.61
 View chart
Schwab Strategic Tr Fundamental Intl (FNDC) 0.1 $263k 5.9k 44.51
 View chart
Medtronic SHS (MDT) 0.1 $261k -3% 2.7k 95.24
 View chart
Spdr Series Trust Dj Reit Etf (RWR) 0.1 $258k -19% 2.6k 100.30
 View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC) 0.1 $257k 24k 10.85
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $247k 403.00 611.91
 View chart
salesforce (CRM) 0.1 $243k -28% 1.0k 237.08
 View chart
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $240k 8.9k 26.95
 View chart
Pacer Fds Tr Trendpilot 100 (PTNQ) 0.1 $239k -2% 3.1k 77.53
 View chart
Kinder Morgan (KMI) 0.1 $238k 8.4k 28.31
 View chart
Goldman Sachs (GS) 0.1 $237k NEW 298.00 796.78
 View chart
Starbucks Corporation (SBUX) 0.1 $237k 2.8k 84.60
 View chart
AutoZone (AZO) 0.1 $236k 55.00 4290.24
 View chart
Tidal Trust Ii Roundhill Gener (CHAT) 0.1 $235k NEW 3.8k 61.50
 View chart
Spdr Series Trust S&p Biotech (XBI) 0.1 $233k NEW 2.3k 100.19
 View chart
Ishares Tr National Mun Etf (MUB) 0.1 $227k 2.1k 106.49
 View chart
Procter & Gamble Company (PG) 0.1 $219k -27% 1.4k 153.68
 View chart
Enbridge (ENB) 0.0 $218k -2% 4.3k 50.46
 View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.0 $217k NEW 4.4k 49.83
 View chart
General Mills (GIS) 0.0 $217k +5% 4.3k 50.42
 View chart
Advanced Micro Devices (AMD) 0.0 $216k -50% 1.3k 161.79
 View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.0 $216k NEW 4.8k 44.57
 View chart
GSK Sponsored Adr (GSK) 0.0 $213k NEW 4.9k 43.16
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $213k -19% 1.8k 118.81
 View chart
Amplify Etf Tr Altrntv Harv Etf (MJ) 0.0 $210k NEW 5.6k 37.38
 View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $209k 4.1k 50.73
 View chart
CVS Caremark Corporation (CVS) 0.0 $208k -5% 2.8k 75.38
 View chart
Palo Alto Networks (PANW) 0.0 $208k NEW 1.0k 203.62
 View chart
First Tr Exchange-traded Wtr Etf (FIW) 0.0 $206k -2% 1.8k 112.37
 View chart
Spdr Series Trust S&p Semicndctr (XSD) 0.0 $200k NEW 628.00 319.12
 View chart
McKesson Corporation (MCK) 0.0 $200k -9% 259.00 773.70
 View chart
Ford Motor Company (F) 0.0 $151k 13k 11.96
 View chart
Pimco High Income Com Shs (PHK) 0.0 $117k 23k 4.99
 View chart
Pds Biotechnology Ord (PDSB) 0.0 $48k 48k 1.01
 View chart
Eon Resources Com Cl A (EONR) 0.0 $5.9k NEW 12k 0.49
 View chart

Past Filings by Tempus Wealth Planning

SEC 13F filings are viewable for Tempus Wealth Planning going back to 2019

View all past filings