Tempus Wealth Planning, LLC Incresed Positions in Q4 2024

Tempus Wealth Planning, LLC

  • $297 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
123K
+ 225.96%
$35.16 - $37.12 $4.33M - $4.57M
178K $6.26M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.11K
+ 57.99%
$481.22 - $538.17 $2.46M - $2.75M
13.9K $7.12M
TSLA
Tesla, Inc.

Consumer Cyclical
1.73K
+ 17.66%
$213.65 - $479.86 $369K - $829K
11.5K $4.65M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
87.6K
+ 201.14%
$23.03 - $23.33 $2.02M - $2.04M
131K $3.04M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
26.1K
+ 77.49%
$66.77 - $71.52 $1.74M - $1.87M
59.8K $4.12M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
22.1K
+ 177.73%
$80.93 - $85.66 $1.79M - $1.89M
34.5K $2.8M
NVDA
Nvidia Corp

Technology
5.78K
+ 7.62%
$117.0 - $148.88 $676K - $861K
81.6K $11M
AAPL
Apple Inc.

Technology
1.99K
+ 5.85%
$221.69 - $259.02 $440K - $514K
35.9K $9M
AMZN
Amazon Com Inc

Consumer Cyclical
1.3K
+ 8.08%
$180.88 - $232.93 $235K - $303K
17.4K $3.82M
GOOGL
Alphabet Inc.

Communication Services
1.91K
+ 14.39%
$161.86 - $196.66 $309K - $376K
15.2K $2.88M
SPY
Spdr S&P 500 ETF Trust

ETFs
822
+ 11.65%
$567.81 - $607.81 $467K - $500K
7.88K $4.62M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
6.12K
+ 6.72%
$69.3 - $74.3 $424K - $455K
97.2K $6.94M
JPM
Jpmorgan Chase & CO

Financial Services
592
+ 5.62%
$205.18 - $250.29 $121K - $148K
11.1K $2.67M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.88K
+ 68.48%
$61.68 - $67.87 $424K - $467K
16.9K $1.05M
BXSL
Blackstone Secured Lending Fund

Financial Services
10.3K
+ 102.62%
$29.25 - $33.27 $300K - $341K
20.3K $654K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.39K
+ 27.91%
$94.43 - $105.47 $226K - $252K
11K $1.11M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.84K
+ 108.39%
$38.37 - $42.82 $301K - $336K
15.1K $578K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
159K
+ 118.42%
$22.63 - $47.53 $3.6M - $7.56M
294K $6.66M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.35K
+ 123.03%
$67.29 - $73.38 $293K - $319K
7.88K $535K
WMT
Walmart Inc.

Consumer Defensive
428
+ 1.78%
$79.1 - $95.7 $33.9K - $41K
24.5K $2.21M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.78K
+ 81.67%
$34.13 - $37.35 $300K - $328K
19.5K $666K
CGUS
Capital Group Core Equity ETF
6.75K
+ 18.1%
$33.96 - $36.24 $229K - $245K
44K $1.54M
BA
Boeing CO

Industrials
447
+ 6.24%
$138.14 - $180.72 $61.7K - $80.8K
7.61K $1.35M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.22K
+ 26.75%
$49.03 - $53.35 $207K - $225K
20K $1.02M
V
Visa Inc.

Financial Services
266
+ 7.52%
$273.87 - $320.91 $72.8K - $85.4K
3.8K $1.2M
SHV
Ishares Tr

ETFs
2.03K
+ 40.74%
$109.92 - $110.57 $223K - $225K
7.02K $773K
CSCO
Cisco Systems, Inc.

Technology
1.62K
+ 7.74%
$52.45 - $60.02 $85K - $97.2K
22.5K $1.33M
CGGR
Capital Group Growth ETF Shs C

ETFs
2.7K
+ 5.87%
$34.49 - $39.24 $93.2K - $106K
48.7K $1.81M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.16K
+ 17.99%
$176.42 - $186.91 $205K - $218K
7.63K $1.36M
SCHG
Schwab Strategic Tr Us Large C

ETFs
84.7K
+ 296.29%
$25.93 - $105.3 $2.2M - $8.92M
113K $3.16M
META
Meta Platforms, Inc.

Communication Services
204
+ 6.93%
$554.08 - $632.68 $113K - $129K
3.15K $1.86M
PFF
Ishares Trust Ishares Pfd And

ETFs
5.84K
+ 63.7%
$31.23 - $33.51 $182K - $196K
15K $471K
CGGO
Capital Group Global Growth Eq

ETFs
6.22K
+ 26.27%
$29.21 - $30.67 $182K - $191K
29.9K $873K
SNA
Snap On Inc

Industrials
117
+ 5.23%
$285.44 - $371.35 $33.4K - $43.4K
2.36K $799K
COST
Costco Wholesale Corp

Consumer Defensive
108
+ 6.54%
$873.59 - $994.69 $94.3K - $107K
1.76K $1.61M
SCHX
Schwab Strategic Tr Us Large C

ETFs
160K
+ 200.65%
$22.4 - $68.28 $3.59M - $11M
240K $5.57M
XLE
Energy Sector Spdr

ETFs
1.72K
+ 63.26%
$83.32 - $97.27 $143K - $167K
4.43K $379K
BLZE
Backblaze, Inc.

Technology
24.2K
+ 98.46%
$5.63 - $7.99 $136K - $194K
48.9K $294K
PFE
Pfizer Inc

Healthcare
6.47K
+ 35.34%
$24.8 - $30.19 $160K - $195K
24.8K $657K
WM
Waste Management Inc

Industrials
785
+ 13.29%
$201.79 - $228.46 $158K - $179K
6.69K $1.35M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
172
+ 18.09%
$338.38 - $446.21 $58.2K - $76.7K
1.12K $488K
IVE
Ishares S&P 500 Value ETF

ETFs
683
+ 30.57%
$189.5 - $206.17 $129K - $141K
2.92K $556K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
1.56K
+ 25.31%
$62.07 - $66.61 $97K - $104K
7.73K $495K
ROK
Rockwell Automation, Inc

Industrials
82
+ 1.81%
$264.65 - $302.92 $21.7K - $24.8K
4.61K $1.32M
HD
Home Depot, Inc.

Consumer Cyclical
359
+ 15.58%
$385.02 - $431.37 $138K - $155K
2.66K $1.04M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.06K
+ 42.9%
$55.45 - $61.08 $114K - $126K
6.85K $379K
GOOG
Alphabet Inc.

Communication Services
55
+ 1.68%
$163.08 - $198.16 $8.97K - $10.9K
3.34K $635K
CRM
Salesforce, Inc.

Technology
1
+ 0.08%
$270.87 - $367.87 $271 - $368
1.3K $435K
CGCP
Capital Group Core Plus Income

ETFs
4.47K
+ 15.32%
$22.13 - $23.17 $99K - $104K
33.7K $747K
Activity Summary
Buys All Purchases 165 New Holdings 43 Increased Positions 122 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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