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
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
4.36K
+ 7.22%
$18.94 - $21.67 $82.5K - $94.4K
64.7K $1.37M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8
+ 0.04%
$51.16 - $62.02 $409 - $496
19.1K $1.18M
FDLO
Fidelity Covington Tr Low Vola

ETFs
94
+ 0.34%
$54.44 - $62.8 $5.12K - $5.9K
27.8K $1.75M
VGT
Vanguard Information Technolog

ETFs
1
+ 0.19%
$470.37 - $663.28 $470 - $663
519 $344K
FOLD
Amicus Therapeutics, Inc.

Healthcare
23.6K
+ 80.03%
$5.64 - $8.0 $133K - $189K
53.1K $304K
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.25K
+ 1.57%
$50.48 - $50.71 $62.9K - $63.2K
80.6K $4.09M
FNDE
Schwab Fundamental Emerging Mk

ETFs
916
+ 7.02%
$26.66 - $33.09 $24.4K - $30.3K
14K $460K
GLDM
World Gold Trust

ETFs
264
+ 2.58%
$58.96 - $67.97 $15.6K - $17.9K
10.5K $687K
FNDA
Schwab Fundamental U S Small C

ETFs
1.2K
+ 7.61%
$23.85 - $28.69 $28.7K - $34.5K
17K $487K
ALVO
Alvotech

Healthcare
6.97K
+ 28.25%
$7.84 - $11.45 $54.7K - $79.8K
31.7K $288K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.66K
+ 1.85%
$24.98 - $25.66 $41.5K - $42.6K
91.3K $2.34M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.02K
+ 10.55%
$22.54 - $23.17 $45.5K - $46.8K
21.2K $486K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
517
+ 14.34%
$82.21 - $83.12 $42.5K - $43K
4.12K $341K
CRM
Salesforce, Inc.

Technology
130
+ 9.97%
$236.26 - $291.15 $30.7K - $37.8K
1.43K $391K
PDSB
Pds Biotechnology Corp

Healthcare
29K
+ 154.26%
$0.94 - $1.79 $27.3K - $51.9K
47.8K $63K
APO
Apollo Global Management, Inc.

Financial Services
125
+ 2.98%
$108.68 - $145.07 $13.6K - $18.1K
4.32K $612K
XLF
Financial Sector Spdr

ETFs
4
+ 0.03%
$43.92 - $52.37 $176 - $209
12.1K $634K
WFC
Wells Fargo & Company

Financial Services
20
+ 0.61%
$60.98 - $80.12 $1.22K - $1.6K
3.31K $265K
KMI
Kinder Morgan, Inc.

Energy
720
+ 9.39%
$25.21 - $29.4 $18.2K - $21.2K
8.39K $246K
QCOM
Qualcomm Inc

Technology
86
+ 5.71%
$124.66 - $159.48 $10.7K - $13.7K
1.59K $253K
RXST
Rx Sight, Inc.

Healthcare
11.8K
+ 109.17%
$13.0 - $26.12 $153K - $308K
22.6K $293K
O
Realty Income Corp

Real Estate
350
+ 6.12%
$52.27 - $58.52 $18.3K - $20.5K
6.07K $349K
PG
Procter & Gamble CO

Consumer Defensive
231
+ 13.41%
$157.66 - $172.39 $36.4K - $39.8K
1.95K $311K
SCHO
Schwab Short Term Us Treasury

ETFs
576
+ 1.71%
$24.19 - $24.45 $13.9K - $14.1K
34.4K $837K
MA
Mastercard Inc

Financial Services
2
+ 0.24%
$479.92 - $590.74 $960 - $1.18K
829 $465K
T
At&T Inc.

Communication Services
30
+ 0.21%
$26.33 - $28.94 $790 - $868
14.5K $419K
CTSH
Cognizant Technology Solutions Corp

Technology
5
+ 0.08%
$66.47 - $81.81 $332 - $409
5.95K $464K
LQD
Ishares Iboxx $ Investment Gra

ETFs
16
+ 0.2%
$105.23 - $109.61 $1.68K - $1.75K
8.22K $900K
SPTL
Spdr Portfolio Long Term Treas

ETFs
1.62K
+ 3.04%
$25.48 - $27.78 $41.2K - $44.9K
54.8K $1.46M
PFE
Pfizer Inc

Healthcare
1.28K
+ 5.21%
$21.59 - $24.84 $27.7K - $31.9K
25.9K $628K
DOX
Amdocs LTD

Technology
37
+ 0.67%
$80.46 - $94.08 $2.98K - $3.48K
5.53K $504K
IBHE
Ishares Ibonds 2025 Term High

ETFs
30
+ 0.22%
$22.98 - $23.27 $689 - $698
13.4K $311K
TFLR
T Rowe Price Exchange Traded F
19.8K
New
N/A
19.8K $0
Tcw ETF Trust
18.1K
New
N/A
18.1K $0
Labcorp Holdings Inc
45
+ 1.96%
N/A
2.34K $0
Global X Fds
4.1K
New
N/A
4.1K $0
Ishares Bitcoin Trust ETF
1.35K
+ 13.72%
N/A
11.2K $0
CGMS
Capital Grp Core Plus Income E
429
+ 1.76%
N/A
24.8K $0
Capital Grp Fixed Incm ETF T
752
+ 2.91%
N/A
26.6K $0
Capital Group Dividend Growe
2.77K
+ 3.46%
N/A
82.7K $0
EFO
Proshares Trust Ultra Msci Eaf
32.7K
+ 222.24%
N/A
47.5K $0
Capital Group Core Balanced
3.3K
+ 2.51%
N/A
135K $0
CGMU
Capital Group Core Plus Income
8.6K
+ 9.63%
N/A
98K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
17.7K
+ 140.72%
N/A
30.3K $0
Blackrock ETF Trust
7.85K
New
N/A
7.85K $0
Blackrock ETF Trust
17.7K
New
N/A
17.7K $0
Blackrock ETF Trust Ii
4.93K
+ 33.39%
N/A
19.7K $0
Rocket Lab Corp
23.1K
New
N/A
23.1K $0
KO
Coca Cola CO

Consumer Defensive
24
+ 0.51%
$68.37 - $73.9 $1.64K - $1.77K
4.77K $337K
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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