Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Tempus Wealth Planning

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

Top 5 stock holdings are GE, NVDA, GEV, MSFT, CGDV, and represent 16.51% of Tempus Wealth Planning's stock portfolio.
Added to shares of these 10 stocks: QLD (+$6.2M), SSO (+$6.0M), SPMO, EFO, GLD, SPHY, QQQ, SPY, SHV, CGDV.
Started 30 new stock positions in SPHY, VOO, S, INSP, PPBI, STIP, FIW, JD, ESGE, NFLX.
Reduced shares in these 10 stocks: QGRW, PULS, PVAL, NVDA, XMHQ, SPLG, DGRW, FFLC, EMXC, AMD.
Sold out of its positions in ACVA, DIVO, COHR, DDOG, DKNG, EVH, FFLC, FSLR, FMB, SDVY. EMXC, LSPD, NIO, OSCR, PULS, RNG, RKLB, XLE, TMDX, WTV, TBBB, NE, ODD.
Tempus Wealth Planning was a net buyer of stock by $31M.
Tempus Wealth Planning has $401M in assets under management (AUM), dropping by 19.85%.
Central Index Key (CIK): 0001806428

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 csv

Download as Excel

Portfolio Holdings for Tempus Wealth Planning

Tempus Wealth Planning holds 259 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ge Aerospace Com New (GE)	5.7	$23M		88k	257.39	View chart
NVIDIA Corporation (NVDA)	2.8	$11M	-11%	72k	157.99	View chart
Ge Vernova (GEV)	2.8	$11M		21k	529.15	View chart
Microsoft Corporation (MSFT)	2.7	$11M		22k	497.40	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	2.5	$10M	+12%	254k	39.49	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.3	$9.1M	+17%	17k	551.63	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	2.1	$8.5M	+4%	364k	23.24	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.9	$7.7M	+62%	68k	112.47	View chart
Apple (AAPL)	1.8	$7.4M		36k	205.17	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	1.8	$7.4M	+3%	98k	74.89	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.7	$6.8M	+23%	11k	617.83	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	1.5	$6.2M	NEW	52k	117.71	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	1.5	$6.0M	NEW	62k	97.72	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.5	$6.0M	+4%	247k	24.44	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$5.4M		8.6k	620.90	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	1.3	$5.3M	+3%	57k	91.73	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.3	$5.0M	+2%	25k	204.67	View chart
Tesla Motors (TSLA)	1.2	$5.0M	+10%	16k	317.67	View chart
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)	1.2	$4.9M	-2%	142k	34.26	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	1.2	$4.9M	+11%	210k	23.23	View chart
Capital Group Core Balanced SHS (CGBL)	1.1	$4.5M	+2%	135k	33.44	View chart
Ishares Tr Ultra Short Dur (ICSH)	1.0	$4.1M		81k	50.71	View chart
Amazon (AMZN)	1.0	$4.0M	+6%	19k	219.39	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$3.9M	+5%	177k	22.10	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	1.0	$3.9M	-22%	53k	72.69	View chart
JPMorgan Chase & Co. (JPM)	0.9	$3.5M	+5%	12k	289.91	View chart
Oracle Corporation (ORCL)	0.8	$3.4M	+14%	16k	218.62	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$3.3M	+5%	112k	29.21	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.8	$3.2M	+6%	132k	24.54	View chart
Ishares Tr Short Treas Bd (SHV)	0.7	$3.0M	+65%	27k	110.42	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.7	$2.9M		17k	173.27	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.7	$2.8M	+3%	83k	33.63	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	0.7	$2.7M	+5%	93k	29.29	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.7	$2.7M	+40%	38k	71.26	View chart
Proshares Tr Ultr Msci Etf (EFO)	0.7	$2.7M	+222%	48k	56.41	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$2.7M		8.8k	303.93	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.7	$2.6M	+9%	98k	26.69	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.7	$2.6M	-40%	65k	40.23	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$2.6M	-4%	15k	176.23	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.6	$2.5M	+58%	81k	30.68	View chart
Meta Platforms Cl A (META)	0.6	$2.5M	+4%	3.3k	738.19	View chart
Wal-Mart Stores (WMT)	0.6	$2.4M		25k	97.78	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.6	$2.3M		91k	25.60	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$2.3M	+239%	7.5k	304.83	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.6	$2.3M		31k	74.07	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.6	$2.2M		55k	40.65	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$2.2M	+19%	12k	182.81	View chart
Ishares Tr Core Total Usd (IUSB)	0.5	$2.2M	-4%	47k	46.23	View chart
Ishares Tr Select Divid Etf (DVY)	0.5	$2.1M	-3%	16k	132.81	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.5	$2.1M	-30%	25k	83.74	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$2.1M	+30%	33k	63.48	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.5	$2.1M	+4%	56k	36.93	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$2.0M	-2%	9.1k	215.80	View chart
Costco Wholesale Corporation (COST)	0.5	$2.0M	+4%	2.0k	990.00	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.5	$1.9M	+5%	49k	40.02	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.5	$1.9M		17k	116.16	View chart
Eli Lilly & Co. (LLY)	0.5	$1.9M	-16%	2.4k	779.56	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.5	$1.8M	+13%	38k	47.54	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$1.8M	+15%	33k	54.46	View chart
Cisco Systems (CSCO)	0.4	$1.7M	+9%	25k	69.38	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.4	$1.7M		28k	62.80	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$1.7M		16k	110.10	View chart
Amgen (AMGN)	0.4	$1.7M	+2%	6.1k	279.23	View chart
Boeing Company (BA)	0.4	$1.7M	+4%	8.1k	209.53	View chart
Waste Management (WM)	0.4	$1.7M	+5%	7.3k	228.81	View chart
Rockwell Automation (ROK)	0.4	$1.6M		4.9k	332.17	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$1.6M	-4%	12k	133.31	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$1.6M	+6%	40k	40.49	View chart
Honeywell International (HON)	0.4	$1.6M		7.0k	232.87	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.4	$1.5M		13k	123.60	View chart
Bank of America Corporation (BAC)	0.4	$1.5M		32k	47.32	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.4	$1.5M	+7%	19k	80.11	View chart
Visa Com Cl A (V)	0.4	$1.5M	+7%	4.2k	355.02	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.4	$1.5M	+7%	35k	42.74	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$1.5M	+6%	11k	135.31	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.4	$1.5M	+3%	55k	26.58	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.4	$1.4M	NEW	61k	23.80	View chart
TJX Companies (TJX)	0.3	$1.4M		11k	123.49	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.3	$1.4M	+140%	30k	46.16	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$1.4M		19k	72.82	View chart
Johnson & Johnson (JNJ)	0.3	$1.4M		9.0k	152.74	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.3	$1.4M	+7%	65k	21.16	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.3	$1.4M		16k	83.40	View chart
Walt Disney Company (DIS)	0.3	$1.4M	-8%	11k	124.01	View chart
Vanguard World Mega Cap Index (MGC)	0.3	$1.3M		6.0k	224.92	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$1.3M	+24%	6.9k	195.43	View chart
Home Depot (HD)	0.3	$1.3M	+19%	3.4k	366.64	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.3	$1.3M	+5%	39k	31.97	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.3	$1.2M		40k	30.75	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$1.2M	+75%	14k	88.25	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$1.2M	+97%	20k	60.03	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$1.2M		19k	62.02	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.2M	+8%	8.1k	146.03	View chart
Ares Capital Corporation (ARCC)	0.3	$1.2M		54k	21.96	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.3	$1.2M	-6%	12k	95.32	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$1.2M		10k	112.00	View chart
Spdr Series Trust Bloomberg Intl (IBND)	0.3	$1.1M		35k	32.59	View chart
Wynn Resorts (WYNN)	0.3	$1.1M	+11%	12k	93.67	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$1.1M	+9%	12k	93.89	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$1.1M	+2%	21k	54.40	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.1M		2.3k	485.77	View chart
Pepsi (PEP)	0.3	$1.1M		8.4k	132.04	View chart
Hershey Company (HSY)	0.3	$1.1M	+2%	6.6k	165.95	View chart
Palantir Technologies Cl A (PLTR)	0.3	$1.1M	+126%	8.0k	136.32	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.3	$1.1M	-57%	11k	98.24	View chart
Verizon Communications (VZ)	0.3	$1.1M		25k	43.27	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$1.1M		19k	56.85	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.3	$1.0M	+33%	20k	52.84	View chart
T Rowe Price Etf Floating Rate (TFLR)	0.3	$1.0M	NEW	20k	51.43	View chart
UnitedHealth (UNH)	0.3	$1.0M	+197%	3.2k	312.00	View chart
Royal Caribbean Cruises (RCL)	0.2	$996k	-12%	3.2k	313.14	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$983k	-3%	20k	48.86	View chart
Spdr Series Trust Bloomberg Emergi (EBND)	0.2	$963k		45k	21.40	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$951k	+6%	38k	25.30	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$934k		42k	22.50	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.2	$933k		11k	81.54	View chart
Ishares Tr Core Divid Etf (DIVB)	0.2	$916k	-7%	18k	50.32	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$901k		8.2k	109.61	View chart
J.B. Hunt Transport Services (JBHT)	0.2	$900k	-6%	6.3k	143.61	View chart
Jd.com Spon Ads Cl A (JD)	0.2	$877k	NEW	27k	32.64	View chart
Intel Corporation (INTC)	0.2	$875k	-3%	39k	22.40	View chart
Abbvie (ABBV)	0.2	$842k	+57%	4.5k	185.64	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$838k		34k	24.38	View chart
Rocket Lab Corp	0.2	$827k	NEW	23k	35.77	View chart
Target Corporation (TGT)	0.2	$788k	-4%	8.0k	98.65	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.2	$786k	-4%	9.5k	83.00	View chart
Snap-on Incorporated (SNA)	0.2	$771k		2.5k	311.22	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$754k	+5%	18k	42.59	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.2	$737k	-6%	14k	52.34	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.2	$699k	+2%	27k	26.30	View chart
Applied Materials (AMAT)	0.2	$689k		3.8k	183.07	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$687k	+2%	11k	65.52	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.2	$686k		25k	27.62	View chart
Chevron Corporation (CVX)	0.2	$686k	-5%	4.8k	143.18	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$686k	+13%	11k	61.21	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.2	$680k	+15%	1.5k	467.82	View chart
Exxon Mobil Corporation (XOM)	0.2	$680k		6.3k	107.80	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$675k	+6%	22k	30.14	View chart
Canadian Natl Ry (CNI)	0.2	$671k	-11%	6.5k	104.04	View chart
Metropcs Communications (TMUS)	0.2	$652k	NEW	2.7k	238.26	View chart
Robinhood Mkts Com Cl A (HOOD)	0.2	$639k	NEW	6.8k	93.63	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.2	$636k	+7%	9.5k	67.28	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$634k		12k	52.37	View chart
Tcw Etf Trust Compounders Etf (GRW)	0.2	$634k	NEW	18k	35.03	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.2	$628k	NEW	18k	35.58	View chart
Pfizer (PFE)	0.2	$628k	+5%	26k	24.24	View chart
Labcorp Holdings Com Shs (LH)	0.2	$613k		2.3k	262.47	View chart
Apollo Global Mgmt (APO)	0.2	$612k	+2%	4.3k	141.87	View chart
Bristol Myers Squibb (BMY)	0.2	$609k		13k	46.29	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.2	$604k		9.8k	61.57	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$598k	NEW	12k	51.09	View chart
Nano X Imaging Ord Shs (NNOX)	0.1	$590k		114k	5.17	View chart
Humana (HUM)	0.1	$587k	+60%	2.4k	244.48	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$586k	-3%	3.3k	177.37	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$580k		2.6k	227.10	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$574k	-5%	2.6k	217.30	View chart
Molina Healthcare (MOH)	0.1	$559k	+49%	1.9k	297.90	View chart
Haleon Spon Ads (HLN)	0.1	$552k		53k	10.37	View chart
Lockheed Martin Corporation (LMT)	0.1	$535k	+6%	1.2k	463.00	View chart
Paypal Holdings (PYPL)	0.1	$531k	+14%	7.1k	74.32	View chart
Tenable Hldgs (TENB)	0.1	$521k	+42%	15k	33.78	View chart
Charles Schwab Corporation (SCHW)	0.1	$518k		5.7k	91.24	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$518k	NEW	3.7k	141.70	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$517k	+25%	22k	23.23	View chart
Rapid7 (RPD)	0.1	$515k	+64%	22k	23.13	View chart
Amdocs SHS (DOX)	0.1	$504k		5.5k	91.24	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$503k	+96%	9.7k	52.10	View chart
Nike CL B (NKE)	0.1	$499k	+9%	7.0k	71.04	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$488k	NEW	6.0k	81.40	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$488k	+7%	17k	28.65	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$486k	+10%	21k	22.98	View chart
Mastercard Incorporated Cl A (MA)	0.1	$466k		829.00	562.02	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.1	$464k		6.0k	78.04	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.1	$461k	+7%	14k	33.01	View chart
Merck & Co (MRK)	0.1	$443k	-5%	5.6k	79.16	View chart
Dupont De Nemours (DD)	0.1	$433k		6.3k	68.59	View chart
Spdr Index Shs Fds S&p North Amer (NANR)	0.1	$425k	-8%	7.5k	56.64	View chart
Pacific Premier Ban (PPBI)	0.1	$422k	NEW	20k	21.09	View chart
Finwise Bancorp (FINW)	0.1	$421k		28k	15.01	View chart
At&t (T)	0.1	$420k		15k	28.94	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$406k		4.0k	100.70	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$396k	NEW	5.0k	79.28	View chart
salesforce (CRM)	0.1	$391k	+9%	1.4k	272.62	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$390k	-17%	7.2k	53.93	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.1	$387k	-3%	8.4k	46.04	View chart
Advanced Micro Devices (AMD)	0.1	$385k	-53%	2.7k	141.90	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$376k	+28%	4.1k	92.62	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$375k		3.9k	95.98	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$369k		5.5k	67.45	View chart
McDonald's Corporation (MCD)	0.1	$358k		1.2k	292.12	View chart
Sarepta Therapeutics (SRPT)	0.1	$353k	+475%	21k	17.10	View chart
Realty Income (O)	0.1	$350k	+6%	6.1k	57.61	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$349k	-8%	3.5k	99.20	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$344k		519.00	663.03	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$343k		3.1k	109.50	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$342k	+14%	4.1k	82.86	View chart
Inspire Med Sys (INSP)	0.1	$338k	NEW	2.6k	129.77	View chart
Coca-Cola Company (KO)	0.1	$338k		4.8k	70.75	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$330k	-4%	753.00	438.44	View chart
Krystal Biotech (KRYS)	0.1	$327k	NEW	2.4k	137.46	View chart
4068594 Enphase Energy (ENPH)	0.1	$324k	+140%	8.2k	39.65	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$324k		1.2k	278.88	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$320k		4.2k	75.58	View chart
Sentinelone Cl A (S)	0.1	$318k	NEW	17k	18.28	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$318k		1.3k	236.91	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.1	$311k		13k	23.25	View chart
Procter & Gamble Company (PG)	0.1	$311k	+13%	2.0k	159.35	View chart
Henry Schein (HSIC)	0.1	$309k	-19%	4.2k	73.05	View chart
Spdr Series Trust Dj Reit Etf (RWR)	0.1	$308k	-3%	3.2k	96.45	View chart
Amicus Therapeutics (FOLD)	0.1	$304k	+80%	53k	5.73	View chart
Broadcom (AVGO)	0.1	$302k	-15%	1.1k	275.73	View chart
Rxsight (RXST)	0.1	$293k	+109%	23k	13.00	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$293k		13k	22.39	View chart
Spdr Series Trust Aerospace Def (XAR)	0.1	$293k	NEW	1.4k	210.94	View chart
Enterprise Products Partners (EPD)	0.1	$291k	+2%	9.4k	31.01	View chart
MetLife (MET)	0.1	$291k		3.6k	80.42	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$290k	NEW	2.8k	102.91	View chart
Alvotech Ordinary Shares (ALVO)	0.1	$289k	+28%	32k	9.12	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.1	$282k	-5%	7.2k	39.07	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$281k	-2%	1.0k	269.33	View chart
Calamos (CCD)	0.1	$277k		14k	20.17	View chart
ConocoPhillips (COP)	0.1	$274k		3.1k	89.74	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.1	$273k	-91%	5.2k	52.55	View chart
eBay (EBAY)	0.1	$268k	-28%	3.6k	74.46	View chart
Wells Fargo & Company (WFC)	0.1	$265k		3.3k	80.12	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$261k	-49%	5.1k	50.76	View chart
Franco-Nevada Corporation (FNV)	0.1	$261k	-36%	1.6k	163.92	View chart
Starbucks Corporation (SBUX)	0.1	$256k	-3%	2.8k	91.63	View chart
Qualcomm (QCOM)	0.1	$254k	+5%	1.6k	159.27	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.1	$248k	NEW	5.9k	42.05	View chart
Medtronic SHS (MDT)	0.1	$248k		2.8k	87.17	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$247k	NEW	4.1k	60.25	View chart
Kinder Morgan (KMI)	0.1	$247k	+9%	8.4k	29.40	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.1	$245k		24k	10.35	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$242k	-3%	2.2k	109.27	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$241k	NEW	6.2k	39.17	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$240k		8.8k	27.13	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$238k		8.9k	26.68	View chart
Jack Henry & Associates (JKHY)	0.1	$232k	-10%	1.3k	180.11	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$231k		3.7k	62.36	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$230k	NEW	405.00	567.99	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$227k	NEW	7.9k	28.85	View chart
Capital Group International SHS (CGIE)	0.1	$226k	-4%	6.9k	32.92	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.1	$226k	-49%	3.2k	71.37	View chart
Netflix (NFLX)	0.1	$225k	NEW	168.00	1339.13	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$222k		2.1k	104.48	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$221k	-19%	3.0k	74.44	View chart
General Mills (GIS)	0.1	$211k	+8%	4.1k	51.81	View chart
McKesson Corporation (MCK)	0.1	$209k	-18%	285.00	733.16	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$209k	NEW	4.1k	50.68	View chart
AutoZone (AZO)	0.1	$204k		55.00	3712.24	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$204k	NEW	1.9k	107.96	View chart
Extra Space Storage (EXR)	0.1	$202k		1.4k	147.44	View chart
CVS Caremark Corporation (CVS)	0.1	$202k	-7%	2.9k	68.98	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	0.1	$202k	NEW	8.9k	22.54	View chart
Enbridge (ENB)	0.0	$200k	NEW	4.4k	45.32	View chart
Ford Motor Company (F)	0.0	$136k	-33%	13k	10.85	View chart
Pimco High Income Com Shs (PHK)	0.0	$113k		24k	4.80	View chart
Pds Biotechnology Ord (PDSB)	0.0	$64k	+154%	48k	1.33	View chart

Past Filings by Tempus Wealth Planning

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

Tempus Wealth Planning 2025 Q2 filed July 17, 2025
Tempus Wealth Planning 2025 Q1 filed May 6, 2025
Tempus Wealth Planning 2024 Q4 filed Jan. 24, 2025
Tempus Wealth Planning 2024 Q3 filed Oct. 22, 2024
Tempus Wealth Planning 2024 Q2 filed July 25, 2024
Tempus Wealth Planning 2024 Q1 filed April 19, 2024
Tempus Wealth Planning 2023 Q4 filed Jan. 24, 2024
Tempus Wealth Planning 2023 Q3 filed Nov. 1, 2023
Tempus Wealth Planning 2023 Q2 filed July 21, 2023
Tempus Wealth Planning 2023 Q1 filed May 8, 2023
Tempus Wealth Planning 2022 Q4 filed Feb. 10, 2023
Tempus Wealth Planning 2022 Q3 filed Nov. 14, 2022
Tempus Wealth Planning 2022 Q2 filed Aug. 5, 2022
Tempus Wealth Planning 2022 Q1 filed May 6, 2022
Tempus Wealth Planning 2021 Q4 filed Feb. 2, 2022
Tempus Wealth Planning 2021 Q3 filed Nov. 9, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z