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Tempus Wealth Planning, LLC13F | |
| Tempus Wealth Planning, LLC | |
| Last update 2025-05-06 | 252 Stocks (28 new) |
| Value $335.00 Mil | Turnover 11 % |
Tempus Wealth Planning, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GE | GE Aerospace | 88,452 | 17,703.8 | -0.10% | 5.290 | 0% | 0.010 | +24.84% | +52.82% | 271,304.8 | Aerospace & Defense | |
NVDA | NVIDIA Corp | 81,721 | 8,856.9 | +0.13% | 2.650 | 0% | 0.000 | +41.65% | +16.20% | 3,804,944.2 | Semiconductors | |
MSFT | Microsoft Corp | 21,635 | 8,121.4 | +1.20% | 2.430 | +0.03% | 0.000 | +30.00% | +18.11% | 3,686,095.8 | Software | |
SCHZ | Schwab US Aggregate Bond ETF | 348,284 | 8,066.3 | +18.65% | 2.410 | +0.38% | 0.090 | +0.47% | +3.66% | 8,566.1 | ||
AAPL | Apple Inc | 36,299 | 8,063.2 | +1.01% | 2.410 | +0.02% | 0.000 | -6.15% | -16.26% | 3,124,574.8 | Hardware | |
CGDV | Capital Group Dividend Value ETF | 225,687 | 8,043.5 | +27.12% | 2.400 | +0.51% | 0.050 | +11.07% | +12.89% | 18,467.5 | ||
QQQ | INVESCO QQQ Trust | 13,954 | 6,543.3 | +0.23% | 1.950 | 0% | 0.000 | +16.52% | +7.90% | 353,359.5 | ||
GEV | GE Vernova Inc | 21,406 | 6,534.8 | +0.54% | 1.950 | +0.01% | 0.010 | +63.72% | +57.10% | 140,932.6 | Industrial Products | |
SPTM |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
| 94,678 | 6,439.0 | -2.55% | 1.920 | -0.05% | 0.070 | +10.15% | +5.54% | 10,523.7 | ||
SCHX | Schwab U.S. Large-Cap ETF | 235,436 | 5,198.4 | -2.06% | 1.550 | -0.04% | 0.010 | +10.49% | +5.98% | 55,845.9 |
Tempus Wealth Planning, LLC's Historical Top Holdings Breakdowns
Tempus Wealth Planning, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GRNY |
Fundstrat Granny Shots US Large Cap ETF
Fundstrat Granny Shots US Large Cap ETF
| 2025-03-31 | Sold Out Sold Out | -0.67% | 17.87 ($19.83) 21.3 | $22.47 | 13.30% | Sold Out | 0 | -110,400 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-03-31 | Reduce Reduce | -0.62% | 91.45 ($91.59) 91.75 | $91.43 | -0.17% | Reduce -28.43% | 55,605 | -22,087 | |
PULS | PGIM Ultra Short Bond ETF | 2025-03-31 | New Buy New Buy | +0.54% | 49.56 ($49.66) 49.78 | $49.57 | -0.18% | New holding | 36,652 | 36,652 | |
CGDV | Capital Group Dividend Value ETF | 2025-03-31 | Add Add | +0.51% | 34.95 ($36.32) 37.36 | $39.55 | 8.91% | Add 27.12% | 225,687 | 48,145 | |
AIRR |
First Trust RBA American Industrial Renaissance ET
First Trust RBA American Industrial Renaissance ET
| 2025-03-31 | Sold Out Sold Out | -0.46% | 67.24 ($75.23) 84.27 | $81.44 | 8.25% | Sold Out | 0 | -19,350 | |
XMMO | Invesco S&P MidCap Momentum ETF | 2025-03-31 | Sold Out Sold Out | -0.45% | 110.9 ($123.2) 132.93 | $128.27 | 4.11% | Sold Out | 0 | -12,030 | |
IBHF |
iShares iBonds 2026 Term High Yield and Income ETF
iShares iBonds 2026 Term High Yield and Income ETF
| 2025-03-31 | Add Add | +0.39% | 23.13 ($23.28) 23.41 | $23.10 | -0.77% | Add 43.44% | 188,092 | 56,965 | |
SCHZ | Schwab US Aggregate Bond ETF | 2025-03-31 | Add Add | +0.38% | 22.46 ($22.91) 23.26 | $23.13 | 0.95% | Add 18.65% | 348,284 | 54,748 | |
ARCC | Ares Capital Corp | 2025-03-31 | New Buy New Buy | +0.36% | 21.28 ($22.7) 23.81 | $21.96 | -3.26% | New holding | 53,642 | 53,642 | |
QSY | WISDOMTREE U.S. VALUE FUND | 2025-03-31 | Reduce Reduce | -0.36% | 79.96 ($84.71) 87.71 | $63.37 | -25.19% | Reduce -77.2% | 4,135 | -14,000 |
Tempus Wealth Planning, LLC Total Holding History ($B)
Tempus Wealth Planning, LLC's Asset Allocation
Tempus Wealth Planning, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Tempus Wealth Planning, LLC's Hypothetical Growth since 2025-03-31
Tempus Wealth Planning, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Tempus Wealth Planning, LLC's Holdings Heat Map
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Tempus Wealth Planning, LLC's Holdings Bubble Chart
Tempus Wealth Planning, LLC News
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