TW

Tempus Wealth Planning, LLC

13F
Tempus Wealth Planning, LLC
Last update 2025-07-17 259 Stocks (29 new)
Value $401.00 Mil Turnover 13 %
Countries:
Top Holdings: GE(5.67%)NVDA(2.84%)GEV(2.82%)MSFT(2.69%)CGDV(2.50%)
Summary Stock Picks Current Portfolio
Tempus Wealth Planning, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GE
GE Aerospace
88,400
22,753.4
-0.06%
5.670
0%
0.010
+35.95%
+58.16%
278,810.7
Aerospace & Defense
NVDA
NVIDIA Corp
72,015
11,377.6
-11.88%
2.840
-0.31%
0.000
+66.22%
+27.14%
4,163,321.8
Semiconductors
GEV
GE Vernova Inc
21,362
11,303.7
-0.21%
2.820
0%
0.010
+85.28%
+89.46%
169,885.5
Industrial Products
MSFT
Microsoft Corp
21,666
10,776.7
+0.14%
2.690
0%
0.000
+35.21%
+20.34%
3,755,503.1
Software
CGDV
Capital Group Dividend Value ETF
253,873
10,025.5
+12.49%
2.500
+0.28%
0.050
+21.38%
+16.87%
19,847.4
 
QQQ
INVESCO QQQ Trust
16,461
9,080.4
+17.97%
2.260
+0.34%
0.000
+24.00%
+10.41%
358,968.8
 
SCHZ
Schwab US Aggregate Bond ETF
363,991
8,459.2
+4.51%
2.110
+0.09%
0.100
+1.75%
+3.61%
8,613.0
 
SPMO
Invesco S&P 500 Momentum ETF
68,406
7,693.6
+62.09%
1.920
+0.74%
0.080
+26.07%
+20.57%
10,489.7
 
AAPL
Apple Inc
36,029
7,392.0
-0.74%
1.840
-0.02%
0.000
+4.92%
-14.19%
3,201,867.7
Hardware
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
98,243
7,357.4
+3.77%
1.830
+0.07%
0.070
+18.42%
+8.23%
10,791.8
 

Tempus Wealth Planning, LLC's Historical Top Holdings Breakdowns

Tempus Wealth Planning, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
QLD
ProShares Ultra QQQ 2x Shares
2025-06-30
New Buy
New Buy
+1.53%
●
69.34 ($97.03) 117.71
$122.07
25.81%
New holding
52,293
52,293
SSO
ProShares Ultra S&P500 2x Shares
2025-06-30
New Buy
New Buy
+1.51%
●
64.8 ($84.44) 97.72
$102.19
21.02%
New holding
61,830
61,830
SPMO
Invesco S&P 500 Momentum ETF
2025-06-30
Add
Add
+0.74%
●
82.32 ($99.71) 112.47
$114.11
14.44%
Add 62.09%
68,406
26,203
QGRW
WisdomTree U.S. Quality Growth Fund
2025-06-30
Reduce
Reduce
-0.69%
●
38.88 ($46.96) 52.55
$53.67
14.29%
Reduce -91.04%
5,188
-52,725
PULS
PGIM Ultra Short Bond ETF
2025-06-30
Sold Out
Sold Out
-0.54%
●
49.39 ($49.59) 49.76
$49.73
0.28%
Sold Out
0
-36,652
PVAL
Putnam Focused Large Cap Value ETF
2025-06-30
Reduce
Reduce
-0.51%
●
33.6 ($37.7) 40.23
$41.30
9.55%
Reduce -40.71%
64,930
-44,590
EFO
ProShares Ultra MSCI EAFE 2x Shares
2025-06-30
Add
Add
+0.46%
●
37.24 ($50.53) 56.41
$58.28
15.34%
Add 222.24%
47,482
32,747
XMHQ
Invesco S&P MidCap Quality ETF
2025-06-30
Reduce
Reduce
-0.40%
●
82.17 ($94.37) 99.96
$102.34
8.45%
Reduce -57.04%
11,000
-14,607
GLD
SPDR Gold Shares ETF
2025-06-30
Add
Add
+0.40%
●
273.71 ($302.58) 316.29
$312.71
3.35%
Add 239.17%
7,455
5,257
SPHY
SPDR Portfolio High Yield Bond ETF
2025-06-30
New Buy
New Buy
+0.36%
●
22.4 ($23.27) 23.8
$23.74
2.02%
New holding
60,468
60,468

Tempus Wealth Planning, LLC Total Holding History ($B)

To

Tempus Wealth Planning, LLC's Asset Allocation

To

Tempus Wealth Planning, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Tempus Wealth Planning, LLC's Hypothetical Growth since 2025-06-30

Tempus Wealth Planning, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Tempus Wealth Planning, LLC's Holdings Heat Map

Size field:

Tempus Wealth Planning, LLC's Holdings Bubble Chart

Tempus Wealth Planning, LLC News

  • 1

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