Tempus Wealth Planning, LLC Incresed Positions in Q1 2025

Tempus Wealth Planning, LLC

  • $303 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
48.1K
+ 27.12%
$34.95 - $37.36 $1.68M - $1.8M
226K $8.04M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
54.7K
+ 18.65%
$22.46 - $23.26 $1.23M - $1.27M
348K $8.07M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
57K
+ 43.44%
$23.13 - $23.41 $1.32M - $1.33M
188K $4.37M
PFF
Ishares Trust Ishares Pfd And

ETFs
35.8K
+ 238.62%
$30.73 - $32.26 $1.1M - $1.15M
50.8K $1.56M
SHV
Ishares Tr

ETFs
9.39K
+ 133.63%
$110.11 - $110.51 $1.03M - $1.04M
16.4K $1.81M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
9.51K
+ 120.63%
$67.08 - $76.14 $638K - $724K
17.4K $1.28M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
18.3K
+ 93.85%
$33.84 - $37.77 $620K - $692K
37.9K $1.38M
INTC
Intel Corp

Technology
30K
+ 283.45%
$19.1 - $27.39 $572K - $821K
40.5K $920K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
17.1K
+ 113.54%
$37.07 - $40.63 $634K - $695K
32.2K $1.27M
BXSL
Blackstone Secured Lending Fund

Financial Services
19.8K
+ 97.83%
$31.3 - $34.5 $620K - $684K
40.1K $1.3M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.55K
+ 84.75%
$56.17 - $59.71 $480K - $511K
18.6K $1.07M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
10K
+ 100.0%
$51.45 - $58.51 $515K - $585K
20K $1.04M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
9.43K
+ 15.78%
$64.88 - $72.1 $612K - $680K
69.2K $4.55M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.12K
+ 14.18%
$551.42 - $612.93 $616K - $685K
9K $5.03M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.78K
+ 6.16%
$18.36 - $20.51 $180K - $201K
169K $3.34M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.51K
+ 32.93%
$168.16 - $186.21 $423K - $468K
10.1K $1.73M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
8.35K
+ 41.74%
$48.06 - $53.73 $401K - $448K
28.3K $1.38M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.48K
+ 40.87%
$92.45 - $106.69 $414K - $478K
15.4K $1.43M
ICSH
Blackrock Ultra Short Term Bon

ETFs
4.96K
+ 6.66%
$50.44 - $50.7 $250K - $251K
79.4K $4.02M
LLY
Eli Lilly & CO

Healthcare
141
+ 5.13%
$725.72 - $929.72 $102K - $131K
2.89K $2.39M
CGUS
Capital Group Core Equity ETF
9.36K
+ 21.25%
$33.08 - $36.62 $310K - $343K
53.4K $1.78M
WM
Waste Management Inc

Industrials
171
+ 2.55%
$200.54 - $233.78 $34.3K - $40K
6.86K $1.59M
PKW
Invesco Exchange Traded Fd Tr

ETFs
2.3K
+ 22.51%
$109.15 - $120.99 $251K - $278K
12.5K $1.41M
DSI
Ishares Msci Kld 400 Social Et

ETFs
3.21K
+ 23.72%
$101.98 - $115.66 $327K - $371K
16.7K $1.71M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
3.77K
+ 12.54%
$45.92 - $47.58 $173K - $179K
33.8K $1.61M
FNDF
Schwab Fundamental Intl Large

ETFs
2.09K
+ 4.78%
$32.9 - $37.45 $68.8K - $78.3K
45.9K $1.66M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.12K
+ 7.99%
$91.76 - $103.26 $287K - $323K
42.2K $3.91M
CGCP
Capital Group Core Plus Income

ETFs
7.87K
+ 23.35%
$21.94 - $22.64 $173K - $178K
41.6K $932K
COST
Costco Wholesale Corp

Consumer Defensive
139
+ 7.9%
$890.62 - $1076.86 $124K - $150K
1.9K $1.8M
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
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
Track This Portfolio

Track Tempus Wealth Planning, LLC Portfolio

Follow Tempus Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tempus Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tempus Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email