Tempus Wealth Planning

Tempus Wealth Planning as of March 31, 2025

Portfolio Holdings for Tempus Wealth Planning

Tempus Wealth Planning holds 252 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ge Aerospace Com New (GE) 5.3 $18M 89k 200.15
NVIDIA Corporation (NVDA) 2.6 $8.9M 82k 108.38
Microsoft Corporation (MSFT) 2.4 $8.1M 22k 375.38
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.4 $8.1M 348k 23.16
Apple (AAPL) 2.4 $8.1M 36k 222.13
Capital Group Dividend Value Shs Creation Uni (CGDV) 2.4 $8.0M 226k 35.64
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.0 $6.5M 14k 468.92
Ge Vernova (GEV) 2.0 $6.5M 21k 305.28
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.9 $6.4M 95k 68.01
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.6 $5.2M 235k 22.08
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.5 $5.1M 56k 91.73
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.5 $5.0M 9.0k 559.37
Ishares Tr Core S&p500 Etf (IVV) 1.5 $4.9M 8.7k 561.89
Vanguard Specialized Funds Div App Etf (VIG) 1.4 $4.6M 24k 193.99
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY) 1.4 $4.6M 146k 31.26
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.4 $4.6M 69k 65.76
Ishares Tr Ibonds 2026 Term (IBHF) 1.3 $4.4M 188k 23.22
Putnam Etf Trust Focused Lar Cap (PVAL) 1.2 $4.2M 110k 38.08
Capital Group Core Balanced SHS (CGBL) 1.2 $4.1M 131k 30.98
Ishares Tr Ultra Short-term (ICSH) 1.2 $4.0M 79k 50.70
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.2 $3.9M 42k 92.53
Tesla Motors (TSLA) 1.1 $3.7M 14k 259.17
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.0 $3.3M 169k 19.78
Amazon (AMZN) 1.0 $3.3M 17k 190.26
Schwab Strategic Tr Fundamental Us L (FNDX) 0.9 $2.9M 124k 23.61
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.9 $2.9M 36k 79.86
JPMorgan Chase & Co. (JPM) 0.8 $2.8M 12k 245.30
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $2.7M 106k 25.04
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.8 $2.6M 88k 29.24
Wisdomtree Tr Us Quality Grow (QGRW) 0.8 $2.5M 58k 43.90
Ge Healthcare Technologies I Common Stock (GEHC) 0.7 $2.5M 31k 80.71
Capital Group Dividend Growe Shs Etf (CGDG) 0.7 $2.5M 80k 30.90
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $2.4M 8.8k 274.84
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.7 $2.4M 89k 26.82
Alphabet Cap Stk Cl A (GOOGL) 0.7 $2.4M 16k 154.64
Eli Lilly & Co. (LLY) 0.7 $2.4M 2.9k 825.93
Ishares Tr U.s. Tech Etf (IYW) 0.7 $2.4M 17k 140.44
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.7 $2.3M 26k 91.53
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.7 $2.3M 90k 25.54
Ishares Tr Core Total Usd (IUSB) 0.7 $2.3M 49k 46.08
Ishares Tr Select Divid Etf (DVY) 0.7 $2.2M 17k 134.29
Wal-Mart Stores (WMT) 0.7 $2.2M 25k 87.79
Oracle Corporation (ORCL) 0.6 $1.9M 14k 139.81
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.6 $1.9M 55k 34.25
Ishares Tr Russell 2000 Etf (IWM) 0.6 $1.9M 9.4k 199.50
Amgen (AMGN) 0.6 $1.9M 6.0k 311.54
Meta Platforms Cl A (META) 0.6 $1.8M 3.2k 576.34
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.5 $1.8M 37k 49.73
Ishares Tr Short Treas Bd (SHV) 0.5 $1.8M 16k 110.46
Costco Wholesale Corporation (COST) 0.5 $1.8M 1.9k 945.96
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.5 $1.8M 27k 66.34
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.5 $1.8M 53k 33.40
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $1.7M 10k 170.89
Ishares Tr Esg Msci Kld 400 (DSI) 0.5 $1.7M 17k 102.41
Fidelity Covington Trust Low Volity Etf (FDLO) 0.5 $1.7M 28k 60.62
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $1.7M 13k 128.96
Schwab Strategic Tr Fundamental Intl (FNDF) 0.5 $1.7M 46k 36.14
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.5 $1.6M 34k 47.48
Waste Management (WM) 0.5 $1.6M 6.9k 231.51
Ishares Tr Pfd And Incm Sec (PFF) 0.5 $1.6M 51k 30.73
Johnson & Johnson (JNJ) 0.5 $1.5M 9.2k 165.84
Honeywell International (HON) 0.5 $1.5M 7.1k 211.74
Ishares Tr Eafe Value Etf (EFV) 0.4 $1.5M 25k 58.94
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.4 $1.5M 53k 27.26
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $1.4M 15k 92.83
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.4 $1.4M 19k 74.72
Cisco Systems (CSCO) 0.4 $1.4M 23k 61.71
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.4 $1.4M 13k 112.66
TJX Companies (TJX) 0.4 $1.4M 11k 121.80
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.4 $1.4M 28k 48.76
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $1.4M 38k 36.41
Visa Com Cl A (V) 0.4 $1.4M 3.9k 350.47
Boeing Company (BA) 0.4 $1.3M 7.8k 170.55
Bank of America Corporation (BAC) 0.4 $1.3M 31k 41.73
Schwab Strategic Tr Us Reit Etf (SCHH) 0.4 $1.3M 60k 21.51
Blackstone Secd Lending Common Stock (BXSL) 0.4 $1.3M 40k 32.36
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.4 $1.3M 17k 73.69
Rockwell Automation (ROK) 0.4 $1.3M 4.9k 258.38
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $1.3M 32k 39.37
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $1.2M 10k 121.91
Pepsi (PEP) 0.4 $1.2M 8.3k 149.94
Ishares Tr Core 80/20 Aggre (AOA) 0.4 $1.2M 16k 76.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.2M 2.3k 532.58
Vanguard World Mega Cap Index (MGC) 0.4 $1.2M 6.0k 201.38
Ares Capital Corporation (ARCC) 0.4 $1.2M 54k 22.16
Walt Disney Company (DIS) 0.4 $1.2M 12k 98.70
Verizon Communications (VZ) 0.3 $1.1M 25k 45.36
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $1.1M 19k 58.35
Hershey Company (HSY) 0.3 $1.1M 6.5k 171.03
Alps Etf Tr Alerian Mlp (AMLP) 0.3 $1.1M 21k 51.94
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $1.1M 19k 57.14
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.3 $1.1M 13k 80.37
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.3 $1.1M 37k 28.33
Home Depot (HD) 0.3 $1.1M 2.9k 366.45
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $1.0M 5.5k 190.59
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $1.0M 10k 100.00
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.3 $1.0M 20k 51.78
Ishares Tr Mbs Etf (MBB) 0.3 $1.0M 11k 93.78
Spdr Ser Tr Bloomberg Intl (IBND) 0.3 $1.0M 34k 29.49
J.B. Hunt Transport Services (JBHT) 0.3 $993k 6.7k 147.95
Raytheon Technologies Corp (RTX) 0.3 $985k 7.4k 132.45
Ishares Tr Core Divid Etf (DIVB) 0.3 $955k 20k 48.52
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.3 $933k 42k 22.45
Proshares Tr S&p Mdcp 400 Div (REGL) 0.3 $925k 12k 80.65
Intel Corporation (INTC) 0.3 $921k 41k 22.71
Wynn Resorts (WYNN) 0.3 $903k 11k 83.50
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $892k 8.2k 108.69
Spdr Ser Tr Bloomberg Emergi (EBND) 0.3 $885k 44k 20.07
Target Corporation (TGT) 0.3 $876k 8.4k 104.37
Chevron Corporation (CVX) 0.3 $844k 5.0k 167.30
Snap-on Incorporated (SNA) 0.2 $826k 2.5k 336.97
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $824k 35k 23.43
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $822k 34k 24.34
Bristol Myers Squibb (BMY) 0.2 $798k 13k 60.99
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.2 $774k 15k 52.38
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $772k 15k 51.07
Royal Caribbean Cruises (RCL) 0.2 $749k 3.6k 205.44
Exxon Mobil Corporation (XOM) 0.2 $737k 6.2k 118.92
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $723k 7.9k 91.03
Canadian Natl Ry (CNI) 0.2 $711k 7.3k 97.46
Proshares Tr Ultr Msci Etf (EFO) 0.2 $694k 15k 47.09
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 0.2 $679k 26k 26.28
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.2 $667k 24k 27.30
Spdr Gold Tr Gold Shs (GLD) 0.2 $633k 2.2k 288.14
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $633k 10k 61.89
Pfizer (PFE) 0.2 $624k 25k 25.34
Fidelity Covington Trust Fundamental Larg (FFLC) 0.2 $610k 14k 43.50
Abbvie (ABBV) 0.2 $605k 2.9k 209.50
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $604k 17k 35.88
Select Sector Spdr Tr Financial (XLF) 0.2 $603k 12k 49.81
Advanced Micro Devices (AMD) 0.2 $603k 5.9k 102.74
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.2 $585k 13k 46.57
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $578k 21k 27.57
Nano X Imaging Ord Shs (NNOX) 0.2 $575k 115k 5.00
Apollo Global Mgmt (APO) 0.2 $574k 4.2k 136.94
UnitedHealth (UNH) 0.2 $573k 1.1k 523.81
Ishares Tr Core 60/40 Balan (AOR) 0.2 $570k 9.9k 57.57
Proshares Tr Ultrapro Qqq (TQQQ) 0.2 $569k 9.9k 57.30
Haleon Spon Ads (HLN) 0.2 $554k 54k 10.29
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $549k 2.8k 197.49
Applied Materials (AMAT) 0.2 $546k 3.8k 145.12
Ishares Core Msci Emkt (IEMG) 0.2 $545k 10k 53.97
Alphabet Cap Stk Cl C (GOOG) 0.2 $536k 3.4k 156.25
Merck & Co (MRK) 0.2 $534k 6.0k 89.75
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.2 $533k 8.8k 60.60
Labcorp Holdings Com Shs (LH) 0.2 $533k 2.3k 232.70
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.2 $520k 10k 51.45
Amdocs SHS (DOX) 0.2 $502k 5.5k 91.50
Ishares Msci Emrg Chn (EMXC) 0.1 $494k 9.0k 55.09
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $492k 2.6k 193.02
Finwise Bancorp (FINW) 0.1 $491k 28k 17.51
Lockheed Martin Corporation (LMT) 0.1 $486k 1.1k 446.77
Dupont De Nemours (DD) 0.1 $466k 6.2k 74.68
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $461k 9.9k 46.81
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $460k 1.3k 366.54
Cognizant Technology Solutio Cl A (CTSH) 0.1 $455k 5.9k 76.51
Mastercard Incorporated Cl A (MA) 0.1 $453k 827.00 548.18
Spdr Index Shs Fds S&p North Amer (NANR) 0.1 $453k 8.2k 55.51
Charles Schwab Corporation (SCHW) 0.1 $452k 5.8k 78.27
Pacer Fds Tr Trendpilot 100 (PTNQ) 0.1 $446k 6.3k 71.01
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $440k 19k 22.98
Schwab Strategic Tr Fundamental Us S (FNDA) 0.1 $433k 16k 27.39
Noble Corp Ord Shs A (NE) 0.1 $423k 18k 23.70
Molina Healthcare (MOH) 0.1 $412k 1.3k 329.39
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $412k 4.0k 102.18
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $410k 18k 23.06
At&t (T) 0.1 $409k 15k 28.28
Evolent Health Cl A (EVH) 0.1 $409k 43k 9.47
Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $408k 8.7k 46.67
Transmedics Group (TMDX) 0.1 $408k 6.1k 67.28
Paypal Holdings (PYPL) 0.1 $407k 6.2k 65.25
Nike CL B (NKE) 0.1 $406k 6.4k 63.48
Schwab Strategic Tr Fundamental Emer (FNDE) 0.1 $402k 13k 30.80
Humana (HUM) 0.1 $397k 1.5k 264.60
Franco-Nevada Corporation (FNV) 0.1 $392k 2.5k 157.56
Wisdomtree Tr Us High Dividend (DHS) 0.1 $387k 3.9k 99.16
McDonald's Corporation (MCD) 0.1 $382k 1.2k 312.42
Ishares Tr Core 40/60 Moder (AOM) 0.1 $382k 8.7k 43.88
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $379k 3.8k 98.92
Tenable Hldgs (TENB) 0.1 $378k 11k 34.98
Mondelez Intl Cl A (MDLZ) 0.1 $377k 5.5k 67.84
Oddity Tech Shs Cl A (ODD) 0.1 $369k 8.5k 43.26
Henry Schein (HSIC) 0.1 $361k 5.3k 68.49
Rapid7 (RPD) 0.1 $359k 14k 26.51
Coherent Corp (COHR) 0.1 $352k 5.4k 64.94
salesforce (CRM) 0.1 $350k 1.3k 268.35
Select Sector Spdr Tr Energy (XLE) 0.1 $349k 3.7k 93.45
Ringcentral Cl A (RNG) 0.1 $344k 14k 24.76
eBay (EBAY) 0.1 $341k 5.0k 67.73
Coca-Cola Company (KO) 0.1 $340k 4.7k 71.62
Wisdomtree Tr Wisdomtree Us Va (WTV) 0.1 $340k 4.1k 82.17
Bbb Foods Cl A Com (TBBB) 0.1 $339k 13k 26.68
Realty Income (O) 0.1 $332k 5.7k 58.01
Spdr Ser Tr Dj Reit Etf (RWR) 0.1 $329k 3.3k 99.12
ConocoPhillips (COP) 0.1 $319k 3.0k 105.02
Enterprise Products Partners (EPD) 0.1 $313k 9.2k 34.14
Ishares Tr Ibonds 25 Trm Hg (IBHE) 0.1 $311k 13k 23.24
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $302k 13k 23.04
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $298k 3.6k 82.73
Rocket Lab Usa 0.1 $298k 17k 17.88
Vanguard Index Fds Small Cp Etf (VB) 0.1 $297k 1.3k 221.68
Palantir Technologies Cl A (PLTR) 0.1 $297k 3.5k 84.40
MetLife (MET) 0.1 $296k 3.7k 80.29
Procter & Gamble Company (PG) 0.1 $294k 1.7k 170.42
Draftkings Com Cl A (DKNG) 0.1 $292k 8.8k 33.21
Vanguard Index Fds Growth Etf (VUG) 0.1 $292k 788.00 370.85
Calamos (CCD) 0.1 $292k 14k 21.29
Datadog Cl A Com (DDOG) 0.1 $288k 2.9k 99.21
Ishares Tr Core 30/70 Conse (AOK) 0.1 $288k 7.6k 37.63
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $287k 3.2k 90.59
Starbucks Corporation (SBUX) 0.1 $284k 2.9k 98.09
Vanguard World Inf Tech Etf (VGT) 0.1 $281k 518.00 542.12
Ishares Tr Expanded Tech (IGV) 0.1 $279k 3.1k 88.99
Acv Auctions Com Cl A (ACVA) 0.1 $277k 20k 14.09
Rxsight (RXST) 0.1 $272k 11k 25.25
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $267k 4.2k 63.00
Jack Henry & Associates (JKHY) 0.1 $262k 1.4k 182.59
First Solar (FSLR) 0.1 $256k 2.0k 126.43
Medtronic SHS (MDT) 0.1 $255k 2.8k 89.86
Blackrock MuniHoldings CA Insrd Fnd (MUC) 0.1 $253k 24k 10.71
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.1 $249k 4.9k 50.42
Ishares Tr Esg Eafe Etf (DMXF) 0.1 $248k 3.7k 67.34
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $245k 1.2k 211.47
Amicus Therapeutics (FOLD) 0.1 $241k 30k 8.16
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $241k 2.3k 104.59
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.1 $241k 7.2k 33.50
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $240k 8.9k 26.89
Alvotech Ordinary Shares (ALVO) 0.1 $239k 25k 9.67
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $238k 1.1k 222.15
Wells Fargo & Company (WFC) 0.1 $236k 3.3k 71.79
McKesson Corporation (MCK) 0.1 $236k 351.00 672.76
Qualcomm (QCOM) 0.1 $231k 1.5k 153.60
Sarepta Therapeutics (SRPT) 0.1 $229k 3.6k 63.82
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $226k 4.9k 46.02
Ishares Tr National Mun Etf (MUB) 0.1 $224k 2.1k 105.44
General Mills (GIS) 0.1 $223k 3.7k 59.79
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.1 $219k 8.9k 24.48
Kinder Morgan (KMI) 0.1 $219k 7.7k 28.53
Ishares Gold Tr Ishares New (IAU) 0.1 $219k 3.7k 58.96
Broadcom (AVGO) 0.1 $216k 1.3k 167.41
CVS Caremark Corporation (CVS) 0.1 $215k 3.2k 67.75
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.1 $215k 5.3k 40.77
4068594 Enphase Energy (ENPH) 0.1 $211k 3.4k 62.05
Capital Group International SHS (CGIE) 0.1 $211k 7.2k 29.32
AutoZone (AZO) 0.1 $210k 55.00 3812.78
Extra Space Storage (EXR) 0.1 $204k 1.4k 148.49
Oscar Health Cl A (OSCR) 0.1 $189k 14k 13.11
Ford Motor Company (F) 0.1 $188k 19k 10.03
Nio Spon Ads (NIO) 0.0 $163k 43k 3.81
Lightspeed Commerce Sub Vtg Shs (LSPD) 0.0 $120k 14k 8.75
Pimco High Income Com Shs (PHK) 0.0 $116k 24k 4.89
Pds Biotechnology Ord (PDSB) 0.0 $22k 19k 1.19