Tempus Wealth Planning

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

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

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Portfolio Holdings for Tempus Wealth Planning

Tempus Wealth Planning holds 220 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ge Aerospace Com New (GE) 6.3 $17M 91k 188.58
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NVIDIA Corporation (NVDA) 3.4 $9.2M +6% 76k 121.44
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Microsoft Corporation (MSFT) 3.3 $9.1M 21k 430.30
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Apple (AAPL) 2.9 $7.9M 34k 233.00
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 2.7 $7.5M -8% 81k 91.81
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Ishares Tr Core S&p500 Etf (IVV) 2.3 $6.4M -5% 11k 576.82
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Schwab Strategic Tr Us Aggregate B (SCHZ) 2.3 $6.4M +5% 134k 47.52
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 2.3 $6.4M 91k 70.06
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Ge Vernova (GEV) 2.1 $5.8M 23k 254.98
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.0 $5.4M 80k 67.85
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Vanguard Specialized Funds Div App Etf (VIG) 1.9 $5.1M 26k 198.06
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Ishares Tr Blackrock Ultra (ICSH) 1.8 $5.0M -8% 98k 50.74
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.6 $4.3M +15% 8.8k 488.05
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.5 $4.0M +31% 7.1k 573.78
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.2 $3.2M 77k 41.12
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Spdr Ser Tr Portfolio Sh Tsr (SPTS) 1.1 $3.1M +27% 105k 29.41
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Amazon (AMZN) 1.1 $3.0M +9% 16k 186.33
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.1 $3.0M 29k 104.18
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Ishares Tr Ibonds 24 Trm Hg (IBHD) 1.1 $2.9M NEW 126k 23.29
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Ge Healthcare Technologies I Common Stock (GEHC) 1.1 $2.9M 31k 93.85
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Schwab Strategic Tr Fundamental Us L (FNDX) 1.1 $2.9M 40k 71.76
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Capital Group Core Balanced SHS (CGBL) 1.0 $2.8M +32% 91k 31.05
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Spdr Ser Tr Portfolio Agrgte (SPAB) 1.0 $2.7M -4% 103k 26.14
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Ishares Tr Core Total Usd (IUSB) 0.9 $2.6M +18% 55k 47.12
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Tesla Motors (TSLA) 0.9 $2.6M +15% 9.8k 261.64
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Ishares Tr U.s. Tech Etf (IYW) 0.9 $2.5M 17k 151.62
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Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $2.4M 8.6k 283.15
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.8 $2.3M +11% 34k 67.51
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JPMorgan Chase & Co. (JPM) 0.8 $2.2M +10% 11k 210.85
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Oracle Corporation (ORCL) 0.8 $2.2M +3% 13k 170.40
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Alphabet Cap Stk Cl A (GOOGL) 0.8 $2.2M +8% 13k 165.84
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Ishares Tr Select Divid Etf (DVY) 0.8 $2.2M +2% 16k 135.07
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Eli Lilly & Co. (LLY) 0.8 $2.1M 2.4k 885.97
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Capital Group Dividend Value Shs Creation Uni (CGDV) 0.7 $2.0M +18% 55k 36.44
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.7 $2.0M -5% 16k 126.18
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Wal-Mart Stores (WMT) 0.7 $1.9M 24k 80.75
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Target Corporation (TGT) 0.7 $1.8M +4% 12k 155.87
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Amgen (AMGN) 0.7 $1.8M +4% 5.5k 322.21
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Meta Platforms Cl A (META) 0.6 $1.7M +8% 2.9k 572.40
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Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $1.7M 13k 128.20
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Capital Group Dividend Growe Shs Etf (CGDG) 0.6 $1.7M +26% 54k 30.72
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Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.6 $1.6M -4% 56k 29.07
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Capital Group Growth Etf Shs Creation Uni (CGGR) 0.6 $1.6M +15% 46k 34.79
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Schwab Strategic Tr Fundamental Intl (FNDF) 0.6 $1.6M 42k 37.37
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Verizon Communications (VZ) 0.6 $1.5M 34k 44.91
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Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.6 $1.5M 55k 27.46
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Honeywell International (HON) 0.5 $1.5M +2% 7.2k 206.70
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.5 $1.5M -2% 21k 71.73
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Costco Wholesale Corporation (COST) 0.5 $1.5M +12% 1.7k 886.75
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Ishares Tr Msci Kld400 Soc (DSI) 0.5 $1.5M 13k 108.79
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Johnson & Johnson (JNJ) 0.5 $1.4M +3% 8.8k 162.06
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.5 $1.4M -4% 28k 48.59
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Pepsi (PEP) 0.5 $1.4M +5% 8.0k 170.06
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Ishares Tr Eafe Value Etf (EFV) 0.5 $1.3M +12% 23k 57.53
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TJX Companies (TJX) 0.5 $1.3M +2% 11k 117.54
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Walt Disney Company (DIS) 0.5 $1.3M -2% 14k 96.19
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Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.5 $1.3M +31% 37k 34.28
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.5 $1.3M 55k 23.17
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Bank of America Corporation (BAC) 0.5 $1.3M 32k 39.68
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Waste Management (WM) 0.4 $1.2M +19% 5.9k 207.60
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Ishares Tr Eafe Grwth Etf (EFG) 0.4 $1.2M +16% 11k 107.65
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Rockwell Automation (ROK) 0.4 $1.2M 4.5k 268.46
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Ishares Tr Aggres Alloc Etf (AOA) 0.4 $1.2M +13% 15k 78.91
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Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.4 $1.2M 10k 114.52
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Hershey Company (HSY) 0.4 $1.2M +17% 6.1k 191.77
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.4 $1.2M 14k 82.94
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $1.2M +30% 6.5k 179.29
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Spdr Ser Tr Bloomberg Intl (IBND) 0.4 $1.2M -4% 38k 30.60
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Ishares Tr Mbs Etf (MBB) 0.4 $1.1M +14% 12k 95.81
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Cisco Systems (CSCO) 0.4 $1.1M +8% 21k 53.22
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Ishares Tr Russell 2000 Etf (IWM) 0.4 $1.1M +132% 5.0k 220.87
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Boeing Company (BA) 0.4 $1.1M +10% 7.2k 152.04
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J.B. Hunt Transport Services (JBHT) 0.4 $1.1M +5% 6.2k 172.34
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Spdr Ser Tr Bloomberg Emergi (EBND) 0.4 $1.0M -4% 49k 21.27
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.4 $1.0M 12k 83.21
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Ishares Tr Ibonds 2026 Term (IBHF) 0.4 $1.0M NEW 44k 23.41
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.0M +4% 2.2k 460.26
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Proshares Tr S&p Mdcp 400 Div (REGL) 0.4 $1.0M 12k 81.78
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Visa Com Cl A (V) 0.4 $973k +23% 3.5k 274.95
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Intel Corporation (INTC) 0.4 $959k +288% 41k 23.46
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Ishares Tr Core Divid Etf (DIVB) 0.3 $944k +2% 20k 48.45
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Home Depot (HD) 0.3 $934k +13% 2.3k 405.17
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Raytheon Technologies Corp (RTX) 0.3 $920k +6% 7.6k 121.16
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Wynn Resorts (WYNN) 0.3 $874k -2% 9.1k 95.88
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Royal Caribbean Cruises (RCL) 0.3 $870k -3% 4.9k 177.36
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $867k 17k 51.50
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Canadian Natl Ry (CNI) 0.3 $853k +5% 7.3k 117.15
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.3 $846k +2% 16k 52.86
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $826k +2% 7.3k 112.98
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $820k +91% 8.6k 95.75
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Apollo Global Mgmt (APO) 0.3 $818k -11% 6.6k 124.91
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Bristol Myers Squibb (BMY) 0.3 $810k 16k 51.74
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Draftkings Com Cl A (DKNG) 0.3 $791k -7% 20k 39.20
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Blackrock Etf Trust Us Eqt Factor (DYNF) 0.3 $780k +56% 16k 49.47
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Applied Materials (AMAT) 0.3 $760k 3.8k 202.05
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Ishares Tr Grwt Allocat Etf (AOR) 0.3 $757k 13k 59.24
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Nano X Imaging Ord Shs (NNOX) 0.3 $737k +3% 121k 6.08
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $733k -28% 7.5k 98.10
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $730k 15k 48.98
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Merck & Co (MRK) 0.3 $730k +5% 6.4k 113.55
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Proshares Tr Ultrapro Qqq (TQQQ) 0.3 $719k 9.9k 72.49
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Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.3 $714k +37% 24k 30.15
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Chevron Corporation (CVX) 0.3 $684k +31% 4.6k 147.27
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Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.2 $675k +27% 29k 23.12
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Exxon Mobil Corporation (XOM) 0.2 $670k +2% 5.7k 117.22
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Snap-on Incorporated (SNA) 0.2 $649k +8% 2.2k 289.76
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Advanced Micro Devices (AMD) 0.2 $648k 4.0k 164.08
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $626k +42% 10k 62.32
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Haleon Spon Ads (HLN) 0.2 $607k 57k 10.58
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $598k 16k 38.53
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Abbvie (ABBV) 0.2 $596k +5% 3.0k 197.46
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Paypal Holdings (PYPL) 0.2 $591k -20% 7.6k 78.03
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $578k 20k 29.18
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Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $558k -6% 24k 23.45
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $557k 2.8k 200.36
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Lockheed Martin Corporation (LMT) 0.2 $557k +22% 952.00 584.69
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Ishares Tr Short Treas Bd (SHV) 0.2 $552k NEW 5.0k 110.63
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Alphabet Cap Stk Cl C (GOOG) 0.2 $549k 3.3k 167.18
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Select Sector Spdr Tr Financial (XLF) 0.2 $540k 12k 45.32
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Ishares Tr Ibonds 25 Trm Hg (IBHE) 0.2 $537k NEW 23k 23.30
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Spdr Gold Tr Gold Shs (GLD) 0.2 $536k +2% 2.2k 243.06
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.2 $530k 10k 52.55
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Pfizer (PFE) 0.2 $530k +3% 18k 28.94
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UnitedHealth (UNH) 0.2 $504k +9% 862.00 584.41
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Spdr Index Shs Fds S&p North Amer (NANR) 0.2 $483k -17% 8.5k 56.63
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Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 0.2 $475k +26% 18k 26.95
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Franco-Nevada Corporation (FNV) 0.2 $470k -2% 3.8k 124.25
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Constellation Brands Cl A (STZ) 0.2 $469k +5% 1.8k 257.68
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Ishares Core Msci Emkt (IEMG) 0.2 $469k +7% 8.2k 57.41
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eBay (EBAY) 0.2 $468k 7.2k 65.11
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Pacer Fds Tr Trendpilot 100 (PTNQ) 0.2 $460k -2% 6.3k 73.33
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Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.2 $459k +28% 17k 27.84
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Global X Fds Renewable Energy (RNRG) 0.2 $458k +4% 43k 10.63
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Labcorp Holdings Com Shs (LH) 0.2 $445k +13% 2.0k 223.47
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Schwab Strategic Tr Fundamental Us S (FNDA) 0.2 $443k 7.4k 59.57
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Ishares Tr S&p 500 Val Etf (IVE) 0.2 $441k +31% 2.2k 197.18
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Nike CL B (NKE) 0.2 $433k +23% 4.9k 88.39
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $430k 4.0k 106.76
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Cognizant Technology Solutio Cl A (CTSH) 0.2 $428k +14% 5.5k 77.18
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Amdocs SHS (DOX) 0.2 $424k +15% 4.8k 87.48
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Icahn Enterprises Depositary Unit (IEP) 0.2 $418k NEW 31k 13.52
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Ishares Tr Core Us Aggbd Et (AGG) 0.2 $410k 4.0k 101.27
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Ishares Tr Modert Alloc Etf (AOM) 0.1 $404k +8% 9.0k 45.11
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $404k +36% 11k 37.56
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Charles Schwab Corporation (SCHW) 0.1 $403k +8% 6.2k 64.81
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Schwab Strategic Tr Fundamental Emer (FNDE) 0.1 $394k 12k 32.27
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Henry Schein (HSIC) 0.1 $390k +16% 5.3k 72.90
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Mastercard Incorporated Cl A (MA) 0.1 $388k +8% 786.00 493.81
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Blackrock Etf Trust Us Carbon Trans (LCTU) 0.1 $387k 6.2k 62.74
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First Tr Exchange-traded Managd Mun Etf (FMB) 0.1 $384k -20% 7.4k 51.96
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Blackrock Etf Trust Ii Flexible Income (BINC) 0.1 $382k NEW 7.1k 53.53
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McDonald's Corporation (MCD) 0.1 $379k +3% 1.2k 304.51
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $370k NEW 951.00 389.12
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Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $367k 7.5k 49.08
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salesforce (CRM) 0.1 $357k +18% 1.3k 273.77
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Spdr Ser Tr Dj Reit Etf (RWR) 0.1 $357k NEW 3.3k 106.74
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Broadcom (AVGO) 0.1 $351k +1118% 2.0k 172.47
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Block Cl A (SQ) 0.1 $340k -6% 5.1k 67.13
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At&t (T) 0.1 $321k -9% 15k 22.00
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ConocoPhillips (COP) 0.1 $320k 3.0k 105.28
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Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $318k 13k 24.15
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Ishares Tr Expanded Tech (IGV) 0.1 $313k 3.5k 89.37
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $313k 1.3k 237.17
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MetLife (MET) 0.1 $308k 3.7k 82.47
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Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $308k 13k 23.79
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Starbucks Corporation (SBUX) 0.1 $306k -31% 3.1k 97.49
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $304k +32% 9.2k 33.23
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $299k NEW 7.2k 41.28
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Vanguard Index Fds Growth Etf (VUG) 0.1 $295k 768.00 383.82
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Blackstone Secd Lending Common Stock (BXSL) 0.1 $293k NEW 10k 29.29
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Ishares Msci Emrg Chn (EMXC) 0.1 $293k NEW 4.8k 61.11
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Vanguard World Inf Tech Etf (VGT) 0.1 $290k 494.00 586.00
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Ishares Tr Conser Alloc Etf (AOK) 0.1 $288k +29% 7.4k 38.66
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Cambria Etf Tr Glb Moment Etf (GMOM) 0.1 $286k -9% 9.7k 29.60
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Tenable Hldgs (TENB) 0.1 $285k NEW 7.0k 40.52
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Spdr Ser Tr S&p Biotech (XBI) 0.1 $281k 2.8k 98.81
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $281k -9% 3.5k 79.42
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $280k +14% 3.4k 83.15
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General Mills (GIS) 0.1 $275k +8% 3.7k 73.85
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Ishares Tr Msci Usa Min Vol (USMV) 0.1 $274k -14% 3.0k 91.32
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Coca-Cola Company (KO) 0.1 $274k 3.8k 71.86
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Blackrock MuniHoldings CA Insrd Fnd (MUC) 0.1 $273k 24k 11.52
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Procter & Gamble Company (PG) 0.1 $272k +23% 1.6k 173.24
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $271k 4.6k 59.23
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Qualcomm (QCOM) 0.1 $271k 1.6k 170.00
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Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 0.1 $270k +15% 10k 26.26
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $270k 1.3k 211.83
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Amplify Etf Tr Amplify Mobile P (IPAY) 0.1 $265k 5.1k 52.27
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Rapid7 (RPD) 0.1 $264k NEW 6.6k 39.89
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Lululemon Athletica (LULU) 0.1 $262k NEW 967.00 271.35
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $259k NEW 3.5k 73.41
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Medtronic SHS (MDT) 0.1 $258k +2% 2.9k 90.03
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Humana (HUM) 0.1 $253k NEW 800.00 316.74
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Jack Henry & Associates (JKHY) 0.1 $252k NEW 1.4k 176.49
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Mondelez Intl Cl A (MDLZ) 0.1 $252k 3.4k 73.67
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Bill Com Holdings Ord (BILL) 0.1 $246k NEW 4.7k 52.76
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Ishares Tr Esg Adv Ttl Usd (EUSB) 0.1 $243k 5.5k 44.30
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Select Sector Spdr Tr Energy (XLE) 0.1 $238k +4% 2.7k 87.81
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Alps Etf Tr Clean Energy (ACES) 0.1 $237k +2% 8.1k 29.41
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Ishares Tr National Mun Etf (MUB) 0.1 $231k +7% 2.1k 108.63
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GSK Sponsored Adr (GSK) 0.1 $230k 5.6k 40.88
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Kinder Morgan (KMI) 0.1 $227k -14% 10k 22.09
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Amplify Etf Tr Amplify Alternat (MJ) 0.1 $225k +4% 68k 3.31
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Ringcentral Cl A (RNG) 0.1 $222k NEW 7.0k 31.63
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Ishares Tr Ishares Semicdtr (SOXX) 0.1 $222k 963.00 230.59
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $219k 4.1k 53.63
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Ishares Esg Awr Msci Em (ESGE) 0.1 $218k -2% 6.0k 36.41
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Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.1 $218k +2% 5.3k 41.19
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Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $214k +13% 13k 16.05
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Adobe Systems Incorporated (ADBE) 0.1 $208k +6% 402.00 517.79
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First Tr Exchange-traded Wtr Etf (FIW) 0.1 $203k NEW 1.9k 109.33
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Ford Motor Company (F) 0.1 $188k 18k 10.56
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Backblaze Com Cl A (BLZE) 0.1 $157k NEW 25k 6.39
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Indie Semiconductor Class A Com (INDI) 0.1 $144k +61% 36k 3.99
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Dlocal Class A Com (DLO) 0.0 $136k +5% 17k 8.00
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Freshworks Class A Com (FRSH) 0.0 $130k NEW 11k 11.48
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Pimco High Income Com Shs (PHK) 0.0 $128k 26k 5.00
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Alphatec Hldgs Com New (ATEC) 0.0 $107k NEW 19k 5.56
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Pds Biotechnology Ord (PDSB) 0.0 $72k 19k 3.82
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Altisource Portfolio Solns S Reg Shs (ASPS) 0.0 $18k 15k 1.20
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Past Filings by Tempus Wealth Planning

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

View all past filings