Tempus Wealth Planning, LLC Purchases in Q2 2025

Tempus Wealth Planning, LLC

  • $360 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FNDF
Schwab Fundamental Intl Large

ETFs
2.61K
+ 5.7%
$32.25 - $40.02 $84.3K - $105K
48.5K $1.94M
CGUS
Capital Group Core Equity ETF
2.45K
+ 4.59%
$29.93 - $36.93 $73.4K - $90.6K
55.9K $2.06M
XLG
Invesco Exchange Traded Fd Tr

ETFs
4.74K
+ 96.62%
$40.94 - $52.1 $194K - $247K
9.65K $502K
WMT
Walmart Inc.

Consumer Defensive
84
+ 0.34%
$81.79 - $99.98 $6.87K - $8.4K
25K $2.45M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.5K
+ 6.6%
$32.66 - $40.75 $81.6K - $102K
40.4K $1.63M
FNDC
Schwab Fundamental Intl Small

ETFs
5.9K
New
$32.97 - $42.05 $195K - $248K
5.9K $248K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
6.16K
New
$30.87 - $39.17 $190K - $241K
6.16K $241K
ABBV
Abb Vie Inc.

Healthcare
1.65K
+ 57.15%
$170.16 - $206.27 $281K - $340K
4.54K $842K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
709
+ 6.96%
$108.06 - $135.3 $76.6K - $95.9K
10.9K $1.47M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
405
New
$456.74 - $568.03 $185K - $230K
405 $230K
NFLX
Netflix Inc

Communication Services
168
New
$855.86 - $1339.13 $144K - $225K
168 $224K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
200
+ 15.95%
$328.01 - $475.68 $65.6K - $95.1K
1.45K $680K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.57K
+ 8.0%
$34.72 - $42.74 $89.4K - $110K
34.8K $1.49M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.3K
+ 7.46%
$65.84 - $80.81 $85.4K - $105K
18.7K $1.5M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.45K
+ 13.16%
$46.41 - $47.7 $207K - $212K
38.3K $1.82M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.11K
New
$50.36 - $50.68 $207K - $208K
4.11K $208K
BAC
Bank Of America Corp

Financial Services
594
+ 1.89%
$34.39 - $47.46 $20.4K - $28.2K
32K $1.51M
HD
Home Depot, Inc.

Consumer Cyclical
555
+ 19.32%
$335.24 - $380.78 $186K - $211K
3.43K $1.26M
FIW
First Trust Water ETF

ETFs
1.89K
New
$90.26 - $108.05 $170K - $204K
1.89K $203K
IBHG
Ishares Tr Ibonds 2027 Term Hi
8.95K
New
$21.56 - $22.54 $193K - $202K
8.95K $201K
ENB
Enbridge Inc

Energy
4.42K
New
$41.09 - $47.16 $181K - $208K
4.42K $200K
CGGO
Capital Group Global Growth Eq

ETFs
1.95K
+ 5.23%
$25.31 - $32.17 $49.3K - $62.7K
39.2K $1.25M
RTX
Raytheon Technologies Corp

Industrials
631
+ 8.48%
$113.75 - $148.48 $71.8K - $93.7K
8.07K $1.18M
HUM
Humana Inc

Healthcare
903
+ 60.24%
$224.93 - $295.04 $203K - $266K
2.4K $587K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.83K
+ 3.3%
$91.43 - $91.74 $168K - $168K
57.4K $5.27M
COST
Costco Wholesale Corp

Consumer Defensive
80
+ 4.21%
$908.13 - $1056.85 $72.7K - $84.5K
1.98K $1.96M
RPD
Rapid7, Inc.

Technology
8.75K
+ 64.66%
$21.9 - $27.44 $192K - $240K
22.3K $515K
SCHC
Schwab Strategic Tr Intl Small

ETFs
869
+ 5.16%
$32.41 - $42.59 $28.2K - $37K
17.7K $753K
MOH
Molina Healthcare, Inc.

Healthcare
623
+ 49.76%
$290.25 - $353.24 $181K - $220K
1.88K $558K
TENB
Tenable Holdings, Inc.

Technology
4.61K
+ 42.67%
$30.45 - $35.17 $140K - $162K
15.4K $520K
SPTS
Spdr Portfolio Short Term Trea

ETFs
4.55K
+ 5.16%
$29.07 - $29.38 $132K - $134K
92.7K $2.71M
AOA
Ishares Tr Core Aggressive All

ETFs
285
+ 1.77%
$69.46 - $83.4 $19.8K - $23.8K
16.4K $1.37M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.44K
+ 6.94%
$20.42 - $25.3 $49.8K - $61.7K
37.6K $950K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
17.1K
+ 475.75%
$17.1 - $63.66 $292K - $1.09M
20.7K $353K
V
Visa Inc.

Financial Services
300
+ 7.68%
$308.27 - $373.31 $92.5K - $112K
4.2K $1.49M
PYPL
Pay Pal Holdings, Inc.

Financial Services
909
+ 14.59%
$57.41 - $74.81 $52.2K - $68K
7.14K $530K
IBND
Spdr Bloomberg International C

ETFs
469
+ 1.36%
$29.46 - $32.59 $13.8K - $15.3K
34.8K $1.14M
VIG
Vanguard Dividend Appreciation

ETFs
657
+ 2.75%
N/A
24.5K $4.47M
ENPH
Enphase Energy, Inc.

Technology
4.77K
+ 140.27%
$34.56 - $62.52 $165K - $298K
8.16K $323K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
4.5K
+ 25.34%
$22.43 - $23.23 $101K - $105K
22.3K $517K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
648
+ 7.36%
$53.69 - $67.27 $34.8K - $43.6K
9.45K $635K
MBB
Ishares Tr

ETFs
1.03K
+ 9.38%
$91.41 - $94.22 $94.2K - $97.1K
12K $1.13M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.41K
+ 6.72%
$24.38 - $30.18 $34.4K - $42.5K
22.4K $674K
NKE
Nike, Inc.

Consumer Cyclical
636
+ 9.96%
$53.27 - $72.04 $33.9K - $45.8K
7.02K $498K
EMB
Ishares Tr

ETFs
892
+ 28.17%
$86.54 - $92.62 $77.2K - $82.6K
4.06K $375K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.08%
$171.4 - $227.1 $343 - $454
2.55K $579K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
563
+ 2.82%
$45.88 - $54.4 $25.8K - $30.6K
20.6K $1.12M
WM
Waste Management Inc

Industrials
411
+ 5.99%
$216.47 - $242.1 $89K - $99.5K
7.28K $1.66M
EBND
Spdr Bloomberg Emerging Market

ETFs
877
+ 1.99%
$19.57 - $21.4 $17.2K - $18.8K
45K $956K
Activity Summary
Buys All Purchases 163 New Holdings 30 Increased Positions 133 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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