Tempus Wealth Planning

Tempus Wealth Planning as of June 30, 2025

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