Tempus Wealth Planning, LLC Purchases in Q1 2025

Tempus Wealth Planning, LLC

  • $303 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PULS
Pgim ETF Tr

ETFs
36.7K
New
$49.56 - $49.78 $1.82M - $1.82M
36.7K $1.82M
CGDV
Capital Group Divid Value ETF

ETFs
48.1K
+ 27.12%
$34.95 - $37.36 $1.68M - $1.8M
226K $8.04M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
54.7K
+ 18.65%
$22.46 - $23.26 $1.23M - $1.27M
348K $8.07M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
57K
+ 43.44%
$23.13 - $23.41 $1.32M - $1.33M
188K $4.37M
ARCC
Ares Capital Corp

Financial Services
53.6K
New
$21.28 - $23.81 $1.14M - $1.28M
53.6K $1.19M
PFF
Ishares Trust Ishares Pfd And

ETFs
35.8K
+ 238.62%
$30.73 - $32.26 $1.1M - $1.15M
50.8K $1.56M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
20.9K
New
$48.65 - $53.06 $1.01M - $1.11M
20.9K $1.08M
SHV
Ishares Tr

ETFs
9.39K
+ 133.63%
$110.11 - $110.51 $1.03M - $1.04M
16.4K $1.81M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
9.51K
+ 120.63%
$67.08 - $76.14 $638K - $724K
17.4K $1.28M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
18.3K
+ 93.85%
$33.84 - $37.77 $620K - $692K
37.9K $1.38M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
17.1K
+ 113.54%
$37.07 - $40.63 $634K - $695K
32.2K $1.27M
BXSL
Blackstone Secured Lending Fund

Financial Services
19.8K
+ 97.83%
$31.3 - $34.5 $620K - $684K
40.1K $1.3M
GLDM
World Gold Trust

ETFs
10.2K
New
$52.19 - $61.89 $534K - $633K
10.2K $632K
IVE
Ishares S&P 500 Value ETF

ETFs
2.58K
+ 88.41%
$185.78 - $198.58 $479K - $512K
5.5K $1.05M
FINW
Finwise Bancorp

Financial Services
28K
New
$15.33 - $20.63 $430K - $578K
28K $490K
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.55K
+ 84.75%
$56.17 - $59.71 $480K - $511K
18.6K $1.07M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
10K
+ 100.0%
$51.45 - $58.51 $515K - $585K
20K $1.04M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
9.43K
+ 15.78%
$64.88 - $72.1 $612K - $680K
69.2K $4.55M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.12K
+ 14.18%
$551.42 - $612.93 $616K - $685K
9K $5.03M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.78K
+ 6.16%
$18.36 - $20.51 $180K - $201K
169K $3.34M
DHS
Wisdomtree Tr U.S

ETFs
3.91K
New
$91.55 - $99.74 $358K - $390K
3.91K $387K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.51K
+ 32.93%
$168.16 - $186.21 $423K - $468K
10.1K $1.73M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
8.35K
+ 41.74%
$48.06 - $53.73 $401K - $448K
28.3K $1.38M
RNG
Ring Central, Inc.

Technology
13.9K
New
$24.76 - $36.77 $344K - $510K
13.9K $343K
O
Realty Income Corp

Real Estate
5.72K
New
$51.67 - $58.49 $295K - $334K
5.72K $331K
IVW
Ishares S&P 500 Growth ETF

ETFs
4.48K
+ 40.87%
$92.45 - $106.69 $414K - $478K
15.4K $1.43M
PLTR
Palantir Technologies Inc.

Technology
3.52K
New
$64.98 - $124.62 $228K - $438K
3.52K $296K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
13.7K
New
$21.29 - $24.8 $292K - $340K
13.7K $292K
DDOG
Datadog, Inc.

Technology
2.9K
New
$98.68 - $151.89 $287K - $441K
2.9K $288K
EMB
Ishares Tr

ETFs
3.17K
New
$88.64 - $92.03 $281K - $291K
3.17K $286K
ACVA
Acv Auctions Inc.

Consumer Cyclical
19.7K
New
$13.1 - $22.25 $258K - $438K
19.7K $277K
RXST
Rx Sight, Inc.

Healthcare
10.8K
New
$24.37 - $35.84 $263K - $387K
10.8K $272K
ICSH
Blackrock Ultra Short Term Bon

ETFs
4.96K
+ 6.66%
$50.44 - $50.7 $250K - $251K
79.4K $4.02M
LLY
Eli Lilly & CO

Healthcare
141
+ 5.13%
$725.72 - $929.72 $102K - $131K
2.89K $2.39M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.16K
New
$211.47 - $267.17 $245K - $310K
1.16K $245K
CGUS
Capital Group Core Equity ETF
9.36K
+ 21.25%
$33.08 - $36.62 $310K - $343K
53.4K $1.78M
WM
Waste Management Inc

Industrials
171
+ 2.55%
$200.54 - $233.78 $34.3K - $40K
6.86K $1.59M
PKW
Invesco Exchange Traded Fd Tr

ETFs
2.3K
+ 22.51%
$109.15 - $120.99 $251K - $278K
12.5K $1.41M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
3.59K
New
$63.82 - $127.89 $229K - $459K
3.59K $228K
XLG
Invesco Exchange Traded Fd Tr

ETFs
4.91K
New
$45.72 - $51.73 $224K - $254K
4.91K $225K
DSI
Ishares Msci Kld 400 Social Et

ETFs
3.21K
+ 23.72%
$101.98 - $115.66 $327K - $371K
16.7K $1.71M
IAU
Ishares Gold Trust

ETFs
3.71K
New
$49.74 - $58.96 $185K - $219K
3.71K $218K
CVS
Cvs Health Corp

Healthcare
3.18K
New
$44.22 - $68.64 $141K - $218K
3.18K $215K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
3.77K
+ 12.54%
$45.92 - $47.58 $173K - $179K
33.8K $1.61M
AZO
Autozone Inc

Consumer Cyclical
55
New
$3193.96 - $3828.11 $176K - $211K
55 $209K
FNDF
Schwab Fundamental Intl Large

ETFs
2.09K
+ 4.78%
$32.9 - $37.45 $68.8K - $78.3K
45.9K $1.66M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.12K
+ 7.99%
$91.76 - $103.26 $287K - $323K
42.2K $3.91M
CGCP
Capital Group Core Plus Income

ETFs
7.87K
+ 23.35%
$21.94 - $22.64 $173K - $178K
41.6K $932K
COST
Costco Wholesale Corp

Consumer Defensive
139
+ 7.9%
$890.62 - $1076.86 $124K - $150K
1.9K $1.8M
Activity Summary
Buys All Purchases 163 New Holdings 28 Increased Positions 135 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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