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
CGGO
Capital Group Global Growth Eq

ETFs
7.38K
+ 24.69%
$28.33 - $30.84 $209K - $228K
37.3K $1.06M
PVAL
Putnam ETF Tr Putnam Focused L
2K
+ 1.86%
$36.8 - $39.59 $73.6K - $79.2K
110K $4.17M
HUM
Humana Inc

Healthcare
621
+ 70.73%
$249.11 - $303.11 $155K - $188K
1.5K $396K
MOH
Molina Healthcare, Inc.

Healthcare
428
+ 51.94%
$266.57 - $333.27 $114K - $143K
1.25K $412K
EVH
Evolent Health, Inc.

Healthcare
21.9K
+ 102.59%
$8.55 - $12.6 $187K - $276K
43.2K $409K
V
Visa Inc.

Financial Services
100
+ 2.63%
$306.92 - $362.71 $30.7K - $36.3K
3.9K $1.37M
IWM
Ishares Russell 2000 ETF

ETFs
1.63K
+ 21.12%
$198.1 - $229.79 $323K - $375K
9.36K $1.87M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.85K
+ 50.01%
$56.12 - $68.15 $104K - $126K
5.55K $376K
JPM
Jpmorgan Chase & CO

Financial Services
340
+ 3.06%
$225.19 - $279.95 $76.6K - $95.2K
11.5K $2.81M
IEMG
Ishares Inc

ETFs
2.37K
+ 30.64%
N/A
10.1K $541K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.13K
+ 31.06%
$54.25 - $57.64 $115K - $123K
8.98K $494K
TENB
Tenable Holdings, Inc.

Technology
4.06K
+ 60.28%
$34.94 - $44.5 $142K - $181K
10.8K $377K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
3.92K
+ 6.94%
$20.2 - $22.24 $79.1K - $87.1K
60.4K $1.3M
RPD
Rapid7, Inc.

Technology
7.23K
+ 114.85%
$26.51 - $39.81 $192K - $288K
13.5K $358K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.67K
+ 4.82%
$78.0 - $84.37 $130K - $141K
36.2K $2.89M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
3.81K
+ 27.29%
$22.42 - $23.22 $85.4K - $88.5K
17.8K $409K
RKLB
Rocket Lab Usa, Inc.

Industrials
8.24K
+ 97.99%
$17.12 - $31.57 $141K - $260K
16.7K $297K
CSCO
Cisco Systems, Inc.

Technology
394
+ 1.75%
$58.74 - $64.87 $23.1K - $25.6K
22.9K $1.42M
T
At&T Inc.

Communication Services
3
+ 0.02%
$21.56 - $28.28 $64.7 - $84.8
14.5K $409K
XOM
Exxon Mobil Corp

Energy
67
+ 1.09%
$105.44 - $118.93 $7.06K - $7.97K
6.2K $737K
DVY
Ishares Tr

ETFs
197
+ 1.21%
$128.58 - $138.1 $25.3K - $27.2K
16.5K $2.22M
DOX
Amdocs LTD

Technology
373
+ 7.29%
$82.21 - $92.02 $30.7K - $34.3K
5.49K $502K
UNH
Unitedhealth Group Inc

Healthcare
90
+ 8.97%
$461.52 - $548.18 $41.5K - $49.3K
1.09K $572K
CGGR
Capital Group Growth ETF Shs C

ETFs
5.97K
+ 12.26%
$33.98 - $39.84 $203K - $238K
54.7K $1.87M
TMDX
Trans Medics Group, Inc.

Healthcare
508
+ 9.15%
$56.73 - $79.42 $28.8K - $40.3K
6.06K $407K
FNDX
Schwab Fundamental U S Large C

ETFs
2.83K
+ 2.33%
$23.03 - $25.01 $65.2K - $70.8K
124K $2.94M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.13K
+ 12.6%
$57.21 - $65.8 $122K - $140K
19.1K $1.11M
SCHC
Schwab Strategic Tr Intl Small

ETFs
689
+ 4.27%
$33.57 - $37.22 $23.1K - $25.6K
16.8K $603K
TJX
Tjx Companies Inc

Consumer Cyclical
247
+ 2.21%
$112.81 - $126.16 $27.9K - $31.2K
11.4K $1.39M
SCHO
Schwab Short Term Us Treasury

ETFs
1.28K
+ 3.94%
$24.1 - $24.34 $30.8K - $31.1K
33.8K $822K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
1.07K
+ 13.82%
$59.79 - $67.15 $63.9K - $71.8K
8.8K $533K
EPD
Enterprise Products Partners L.P.

Energy
385
+ 4.38%
$31.75 - $34.14 $12.2K - $13.1K
9.17K $313K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
610
+ 3.0%
$25.81 - $28.52 $15.7K - $17.4K
21K $578K
XLF
Financial Sector Spdr

ETFs
375
+ 3.2%
$47.32 - $52.19 $17.7K - $19.6K
12.1K $603K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
384
+ 11.64%
$63.91 - $70.19 $24.5K - $27K
3.68K $248K
FNDE
Schwab Fundamental Emerging Mk

ETFs
402
+ 3.18%
$28.11 - $32.0 $11.3K - $12.9K
13K $401K
AOA
Ishares Tr Core Aggressive All

ETFs
388
+ 2.47%
$75.7 - $80.01 $29.4K - $31K
16.1K $1.23M
SNA
Snap On Inc

Industrials
97
+ 4.12%
$324.09 - $358.62 $31.4K - $34.8K
2.45K $826K
LQD
Ishares Iboxx $ Investment Gra

ETFs
115
+ 1.42%
$105.1 - $109.61 $12.1K - $12.6K
8.2K $891K
HSY
Hershey CO

Consumer Defensive
88
+ 1.38%
$144.74 - $186.36 $12.7K - $16.4K
6.46K $1.1M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
243
+ 7.23%
$81.83 - $82.73 $19.9K - $20.1K
3.61K $298K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
1
+ 0.01%
$46.86 - $50.66 $46.9 - $50.7
19.7K $954K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
110
+ 2.96%
$95.85 - $99.25 $10.5K - $10.9K
3.83K $378K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6
+ 0.05%
$126.11 - $135.06 $757 - $810
12.9K $1.66M
PEP
Pepsico Inc

Consumer Defensive
235
+ 2.93%
$142.64 - $156.42 $33.5K - $36.8K
8.26K $1.24M
HD
Home Depot, Inc.

Consumer Cyclical
210
+ 7.89%
$347.25 - $424.87 $72.9K - $89.2K
2.87K $1.05M
DD
Du Pont De Nemours, Inc.

Basic Materials
293
+ 4.93%
$72.7 - $84.32 $21.3K - $24.7K
6.23K $465K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
252
+ 5.01%
$39.61 - $42.65 $9.98K - $10.7K
5.28K $215K
JKHY
Henry Jack & Associates Inc

Technology
2
+ 0.14%
$166.47 - $191.28 $333 - $383
1.43K $261K
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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