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
TQQQ
Proshares Ultrapro Qqq

ETFs
1
+ 0.01%
$69.42 - $93.29 $69.4 - $93.3
9.92K $785K
CVX
Chevron Corp

Energy
499
+ 10.75%
$141.15 - $162.53 $70.4K - $81.1K
5.14K $744K
USXF
Ishares Esg Advanced Msci Usa

Technology
1.07K
+ 14.36%
$48.45 - $52.57 $51.9K - $56.4K
8.54K $424K
MA
Mastercard Inc

Financial Services
55
+ 7.0%
$491.3 - $536.15 $27K - $29.5K
841 $442K
SCHO
Schwab Short Term Us Treasury

ETFs
17.6K
+ 118.05%
$24.06 - $48.88 $423K - $860K
32.5K $781K
WYNN
Wynn Resorts LTD

Consumer Cyclical
1.61K
+ 17.64%
$84.3 - $106.41 $135K - $171K
10.7K $923K
AMD
Advanced Micro Devices Inc

Technology
1.75K
+ 44.28%
$118.88 - $172.8 $208K - $302K
5.7K $688K
LQD
Ishares Iboxx $ Investment Gra

ETFs
775
+ 10.6%
$106.56 - $113.11 $82.6K - $87.7K
8.09K $864K
JBHT
Hunt J B Transport Services Inc

Industrials
281
+ 4.51%
$164.22 - $197.19 $46.1K - $55.4K
6.51K $1.11M
DSI
Ishares Msci Kld 400 Social Et

ETFs
136
+ 1.02%
$107.41 - $115.71 $14.6K - $15.7K
13.5K $1.49M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
91
+ 4.15%
$442.29 - $483.08 $40.2K - $44K
2.28K $1.03M
STZ
Constellation Brands, Inc.

Consumer Defensive
406
+ 22.32%
$219.66 - $257.62 $89.2K - $105K
2.23K $491K
KO
Coca Cola CO

Consumer Defensive
958
+ 25.14%
$61.74 - $71.71 $59.1K - $68.7K
4.77K $296K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.79K
+ 6.33%
$46.33 - $48.6 $82.8K - $86.9K
30.1K $1.4M
SCHA
Schwab Strategic Tr Us Small C

ETFs
17.4K
+ 103.53%
$25.33 - $51.16 $442K - $892K
34.3K $886K
PG
Procter & Gamble CO

Consumer Defensive
145
+ 9.24%
$161.05 - $179.7 $23.4K - $26.1K
1.72K $287K
FNDX
Schwab Fundamental U S Large C

ETFs
81.6K
+ 204.34%
$23.49 - $71.77 $1.92M - $5.86M
122K $2.88M
DOX
Amdocs LTD

Technology
275
+ 5.68%
$82.94 - $92.86 $22.8K - $25.5K
5.12K $435K
SCHP
Schwab Strategic Us Tips ETF

ETFs
4.83K
+ 118.02%
$25.74 - $53.78 $124K - $260K
8.92K $230K
FNDA
Schwab Fundamental U S Small C

ETFs
7.85K
+ 105.6%
$29.26 - $59.11 $230K - $464K
15.3K $453K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.02K
+ 7.87%
$22.65 - $23.8 $23.1K - $24.3K
14K $317K
NKE
Nike, Inc.

Consumer Cyclical
940
+ 19.21%
$73.36 - $89.13 $69K - $83.8K
5.83K $441K
AOA
Ishares Tr Core Aggressive All

ETFs
537
+ 3.53%
$76.61 - $79.88 $41.1K - $42.9K
15.7K $1.21M
UNH
Unitedhealth Group Inc

Healthcare
141
+ 16.36%
$485.52 - $625.25 $68.5K - $88.2K
1K $507K
LLY
Eli Lilly & CO

Healthcare
356
+ 14.87%
$727.2 - $932.06 $259K - $332K
2.75K $2.12M
FIW
First Trust Water ETF

ETFs
137
+ 7.37%
$102.02 - $110.91 $14K - $15.2K
2K $203K
CGMU
Capital Group Core Plus Income
10.4K
+ 18.97%
N/A
65.1K $0
CGMS
Capital Grp Core Plus Income E
2.56K
+ 15.51%
N/A
19K $0
Capital Grp Fixed Incm ETF T
2.43K
+ 13.79%
N/A
20.1K $0
Capital Group Dividend Growe
9.54K
+ 17.69%
N/A
63.4K $0
Capital Group Core Balanced
21K
+ 22.99%
N/A
112K $0
Blackrock ETF Trust Ii
1.35K
+ 18.93%
N/A
8.48K $0
Amplify ETF Tr
34.7K
+ 51.02%
N/A
103K $0
Labcorp Holdings Inc
191
+ 9.6%
N/A
2.18K $0
JKHY
Henry Jack & Associates Inc

Technology
1
+ 0.07%
$171.12 - $186.18 $171 - $186
1.43K $250K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
236
+ 8.3%
$89.81 - $104.0 $21.2K - $24.5K
3.08K $277K
TLT
Ishares Barclays 20+ Year Trea

ETFs
882
+ 11.81%
$87.1 - $98.49 $76.8K - $86.9K
8.35K $729K
AOK
Ishares Tr Core Conservative A

ETFs
194
+ 2.61%
$37.3 - $38.64 $7.24K - $7.5K
7.64K $284K
ACES
Alps ETF Tr Clean Energy ETF

ETFs
870
+ 10.81%
$25.65 - $29.26 $22.3K - $25.5K
8.92K $232K
EUSB
Ishares Tr Esg Advanced Total

Technology
99
+ 1.81%
$42.39 - $44.29 $4.2K - $4.38K
5.58K $236K
RNRG
Glbl X Funds Glbl X Yldco & Re

ETFs
8.86K
+ 20.56%
$8.63 - $10.53 $76.5K - $93.3K
52K $451K
ORCL
Oracle Corp

Technology
234
+ 1.81%
$165.41 - $192.43 $38.7K - $45K
13.2K $2.19M
F
Ford Motor CO

Consumer Cyclical
245
+ 1.38%
$9.69 - $11.4 $2.37K - $2.79K
18K $178K
XOM
Exxon Mobil Corp

Energy
412
+ 7.2%
$105.51 - $125.37 $43.5K - $51.7K
6.13K $659K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
207
+ 1.06%
$46.9 - $50.96 $9.71K - $10.5K
19.7K $932K
AOM
Ishares Tr Core Moderate Alloc

ETFs
87
+ 0.97%
$43.44 - $45.05 $3.78K - $3.92K
9.04K $392K
EFG
Msci Eafe Growth ETF

ETFs
1.14K
+ 10.05%
$96.83 - $106.88 $110K - $122K
12.5K $1.21M
EFV
Msci Eafe Value ETF

ETFs
1.96K
+ 8.43%
$51.78 - $57.15 $102K - $112K
25.3K $1.33M
DVY
Ishares Tr

ETFs
333
+ 2.08%
$129.55 - $143.41 $43.1K - $47.8K
16.3K $2.14M
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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