Tempus Wealth Planning, LLC Incresed Positions in Q3 2025

Tempus Wealth Planning, LLC

  • $386 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GE
General Electric CO

Industrials
57
+ 0.06%
$244.75 - $305.63 $14K - $17.4K
88.5K $26.6M
PPA
Invesco Exchange Traded Fd Tr

ETFs
12.7K
+ 348.56%
$139.82 - $155.45 $1.78M - $1.98M
16.4K $2.55M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
7.73K
+ 11.3%
$110.74 - $122.12 $856K - $944K
76.1K $9.22M
TLT
Ishares Barclays 20+ Year Trea

ETFs
14.4K
+ 103.22%
$85.01 - $90.35 $1.22M - $1.3M
28.3K $2.53M
ORCL
Oracle Corp

Technology
417
+ 2.7%
$218.96 - $328.33 $91.3K - $137K
15.9K $4.47M
SCHX
Schwab Strategic Tr Us Large C

ETFs
15.3K
+ 6.21%
$24.46 - $26.5 $375K - $407K
262K $6.91M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.36K
+ 22.57%
$54.35 - $59.32 $400K - $437K
40K $2.37M
IVV
Ishares Core S&P 500 ETF

ETFs
256
+ 2.96%
$620.67 - $670.08 $159K - $172K
8.9K $5.95M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
286
+ 0.29%
$74.93 - $80.73 $21.4K - $23.1K
98.5K $7.95M
PLTR
Palantir Technologies Inc.

Technology
955
+ 12.0%
$130.68 - $186.97 $125K - $179K
8.91K $1.63M
FNDX
Schwab Fundamental U S Large C

ETFs
10.9K
+ 8.26%
$24.38 - $26.34 $266K - $287K
143K $3.76M
AVDV
American Centy ETF Tr Avantis

ETFs
5.13K
+ 102.54%
$79.24 - $89.03 $406K - $456K
10.1K $901K
IBHG
Ishares Tr Ibonds 2027 Term Hi
21.9K
+ 244.38%
$22.38 - $22.53 $489K - $493K
30.8K $693K
XLG
Invesco Exchange Traded Fd Tr

ETFs
7.54K
+ 78.15%
$51.78 - $57.89 $391K - $437K
17.2K $989K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10.4K
+ 5.86%
$21.69 - $23.34 $225K - $242K
188K $4.37M
MSFT
Microsoft Corp

Technology
8
+ 0.04%
$491.09 - $535.64 $3.93K - $4.29K
21.7K $11.2M
HOOD
Robinhood Markets, Inc.

Technology
784
+ 11.49%
$91.27 - $143.18 $71.6K - $112K
7.61K $1.09M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
10K
+ 49.72%
$46.51 - $50.07 $465K - $501K
30.1K $1.41M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.85K
+ 48.68%
$52.12 - $55.33 $357K - $379K
20.9K $1.16M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3.07K
+ 51.17%
$82.22 - $96.68 $252K - $297K
9.07K $876K
FNDF
Schwab Fundamental Intl Large

ETFs
5.41K
+ 11.16%
$39.84 - $43.15 $216K - $234K
53.9K $2.32M
TJX
Tjx Companies Inc

Consumer Cyclical
840
+ 7.39%
$121.35 - $144.54 $102K - $121K
12.2K $1.76M
ABBV
Abb Vie Inc.

Healthcare
624
+ 13.75%
$184.85 - $231.54 $115K - $144K
5.16K $1.19M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.48K
+ 9.48%
$108.97 - $121.65 $162K - $181K
17.1K $2.07M
GOOG
Alphabet Inc.

Communication Services
479
+ 14.5%
$175.16 - $255.24 $83.9K - $122K
3.78K $921K
VTI
Vanguard Total Stock Market Et

ETFs
124
+ 1.41%
$303.93 - $329.86 $37.7K - $40.9K
8.93K $2.93M
WMT
Walmart Inc.

Consumer Defensive
914
+ 3.65%
$94.4 - $104.27 $86.3K - $95.3K
26K $2.68M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
4.21K
+ 36.0%
$50.85 - $51.35 $214K - $216K
15.9K $815K
IAU
Ishares Gold Trust

ETFs
2.2K
+ 59.22%
$61.62 - $72.77 $135K - $160K
5.91K $429K
RTX
Raytheon Technologies Corp

Industrials
131
+ 1.62%
$144.19 - $167.33 $18.9K - $21.9K
8.2K $1.37M
AMAT
Applied Materials Inc

Technology
499
+ 13.26%
$156.25 - $204.95 $78K - $102K
4.26K $872K
PVAL
Putnam ETF Tr Putnam Focused L
406
+ 0.63%
$39.93 - $42.72 $16.2K - $17.3K
65.3K $2.79M
QUAL
Ishares Msci Usa Quality Facto

ETFs
183
+ 1.51%
$182.33 - $194.5 $33.4K - $35.6K
12.3K $2.39M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.45K
+ 6.51%
$25.29 - $28.33 $61.9K - $69.3K
40K $1.12M
PFF
Ishares Trust Ishares Pfd And

ETFs
2.53K
+ 3.14%
$30.67 - $32.13 $77.6K - $81.3K
83.3K $2.63M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
189
+ 0.54%
$42.67 - $46.91 $8.06K - $8.87K
34.9K $1.64M
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.55K
+ 8.75%
$42.28 - $45.71 $65.4K - $70.8K
19.2K $875K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
4.36K
+ 6.73%
$20.76 - $21.78 $90.5K - $94.9K
69.1K $1.49M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
947
+ 4.61%
$53.81 - $57.52 $51K - $54.5K
21.5K $1.24M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.33K
+ 5.95%
$30.13 - $33.37 $40.1K - $44.4K
23.7K $791K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
43
+ 0.01%
$22.9 - $23.58 $985 - $1.01K
364K $8.54M
GLDM
World Gold Trust

ETFs
34
+ 0.32%
$64.73 - $76.45 $2.2K - $2.6K
10.5K $804K
AVGO
Broadcom Inc.

Technology
162
+ 14.79%
$264.74 - $369.57 $42.9K - $59.9K
1.26K $414K
QCOM
Qualcomm Inc

Technology
568
+ 35.68%
$145.84 - $173.55 $82.8K - $98.6K
2.16K $359K
SCHO
Schwab Short Term Us Treasury

ETFs
4.32K
+ 12.57%
$24.23 - $24.42 $105K - $105K
38.7K $943K
CGGO
Capital Group Global Growth Eq

ETFs
577
+ 1.47%
$31.71 - $34.17 $18.3K - $19.7K
39.8K $1.36M
VGT
Vanguard Information Technolog

ETFs
85
+ 16.38%
$656.44 - $753.15 $55.8K - $64K
604 $450K
O
Realty Income Corp

Real Estate
1.23K
+ 20.25%
$56.13 - $60.79 $69K - $74.7K
7.3K $443K
EMB
Ishares Tr

ETFs
850
+ 20.95%
$91.52 - $95.59 $77.8K - $81.3K
4.91K $467K
Activity Summary
Buys All Purchases 145 New Holdings 31 Increased Positions 114 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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