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
DVY
Ishares Tr

ETFs
197
+ 1.21%
$128.58 - $138.1 $25.3K - $27.2K
16.5K $2.22M
DOX
Amdocs LTD

Technology
373
+ 7.29%
$82.21 - $92.02 $30.7K - $34.3K
5.49K $502K
UNH
Unitedhealth Group Inc

Healthcare
90
+ 8.97%
$461.52 - $548.18 $41.5K - $49.3K
1.09K $572K
CGGR
Capital Group Growth ETF Shs C

ETFs
5.97K
+ 12.26%
$33.98 - $39.84 $203K - $238K
54.7K $1.87M
TMDX
Trans Medics Group, Inc.

Healthcare
508
+ 9.15%
$56.73 - $79.42 $28.8K - $40.3K
6.06K $407K
FNDX
Schwab Fundamental U S Large C

ETFs
2.83K
+ 2.33%
$23.03 - $25.01 $65.2K - $70.8K
124K $2.94M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.13K
+ 12.6%
$57.21 - $65.8 $122K - $140K
19.1K $1.11M
SCHC
Schwab Strategic Tr Intl Small

ETFs
689
+ 4.27%
$33.57 - $37.22 $23.1K - $25.6K
16.8K $603K
TJX
Tjx Companies Inc

Consumer Cyclical
247
+ 2.21%
$112.81 - $126.16 $27.9K - $31.2K
11.4K $1.39M
SCHO
Schwab Short Term Us Treasury

ETFs
1.28K
+ 3.94%
$24.1 - $24.34 $30.8K - $31.1K
33.8K $822K
EPD
Enterprise Products Partners L.P.

Energy
385
+ 4.38%
$31.75 - $34.14 $12.2K - $13.1K
9.17K $313K
XLF
Financial Sector Spdr

ETFs
375
+ 3.2%
$47.32 - $52.19 $17.7K - $19.6K
12.1K $603K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
610
+ 3.0%
$25.81 - $28.52 $15.7K - $17.4K
21K $578K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
384
+ 11.64%
$63.91 - $70.19 $24.5K - $27K
3.68K $248K
FNDE
Schwab Fundamental Emerging Mk

ETFs
402
+ 3.18%
$28.11 - $32.0 $11.3K - $12.9K
13K $401K
AOA
Ishares Tr Core Aggressive All

ETFs
388
+ 2.47%
$75.7 - $80.01 $29.4K - $31K
16.1K $1.23M
LQD
Ishares Iboxx $ Investment Gra

ETFs
115
+ 1.42%
$105.1 - $109.61 $12.1K - $12.6K
8.2K $891K
SNA
Snap On Inc

Industrials
97
+ 4.12%
$324.09 - $358.62 $31.4K - $34.8K
2.45K $826K
HSY
Hershey CO

Consumer Defensive
88
+ 1.38%
$144.74 - $186.36 $12.7K - $16.4K
6.46K $1.1M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
243
+ 7.23%
$81.83 - $82.73 $19.9K - $20.1K
3.61K $298K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
1
+ 0.01%
$46.86 - $50.66 $46.9 - $50.7
19.7K $954K
PEP
Pepsico Inc

Consumer Defensive
235
+ 2.93%
$142.64 - $156.42 $33.5K - $36.8K
8.26K $1.24M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
110
+ 2.96%
$95.85 - $99.25 $10.5K - $10.9K
3.83K $378K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6
+ 0.05%
$126.11 - $135.06 $757 - $810
12.9K $1.66M
HD
Home Depot, Inc.

Consumer Cyclical
210
+ 7.89%
$347.25 - $424.87 $72.9K - $89.2K
2.87K $1.05M
DD
Du Pont De Nemours, Inc.

Basic Materials
293
+ 4.93%
$72.7 - $84.32 $21.3K - $24.7K
6.23K $465K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
252
+ 5.01%
$39.61 - $42.65 $9.98K - $10.7K
5.28K $215K
JKHY
Henry Jack & Associates Inc

Technology
2
+ 0.14%
$166.47 - $191.28 $333 - $383
1.43K $261K
F
Ford Motor CO

Consumer Cyclical
691
+ 3.83%
$9.12 - $10.43 $6.3K - $7.21K
18.7K $187K
CGXU
Capital Group Intl Focus Equit

ETFs
394
+ 4.61%
$24.48 - $26.59 $9.65K - $10.5K
8.95K $219K
OSCR
Oscar Health, Inc.

Healthcare
906
+ 6.72%
$12.83 - $17.3 $11.6K - $15.7K
14.4K $188K
PG
Procter & Gamble CO

Consumer Defensive
8
+ 0.47%
$158.56 - $176.26 $1.27K - $1.41K
1.72K $293K
AOK
Ishares Tr Core Conservative A

ETFs
6
+ 0.08%
$36.86 - $38.15 $221 - $229
7.65K $287K
QCOM
Qualcomm Inc

Technology
17
+ 1.14%
$151.94 - $175.86 $2.58K - $2.99K
1.51K $231K
RWR
Spdr Dow Jones Reit ETF

ETFs
2
+ 0.06%
$95.15 - $104.06 $190 - $208
3.32K $328K
Capital Grp Fixed Incm ETF T
5.78K
+ 28.81%
N/A
25.8K $0
Capital Group Dividend Growe
16.5K
+ 26.0%
N/A
79.9K $0
CGMU
Capital Group Core Plus Income
24.3K
+ 37.35%
N/A
89.4K $0
Capital Group Core Balanced
19.2K
+ 17.12%
N/A
131K $0
Ge Vernova Inc
114
+ 0.54%
N/A
21.4K $0
Labcorp Holdings Inc
112
+ 5.14%
N/A
2.29K $0
Bbb Foods Inc
571
+ 4.71%
N/A
12.7K $0
CGMS
Capital Grp Core Plus Income E
5.38K
+ 28.24%
N/A
24.4K $0
Blackrock ETF Trust Ii
6.29K
+ 74.16%
N/A
14.8K $0
Noble Corp PLC
10.4K
+ 140.31%
N/A
17.9K $0
CTSH
Cognizant Technology Solutions Corp

Technology
4
+ 0.07%
$75.32 - $90.7 $301 - $363
5.95K $454K
MET
Metlife Inc

Financial Services
1
+ 0.03%
$77.7 - $87.0 $77.7 - $87
3.69K $296K
CNI
Canadian National Railway CO

Industrials
197
+ 2.78%
$95.46 - $106.79 $18.8K - $21K
7.29K $710K
NIO
Nio Inc.

Consumer Cyclical
2.94K
+ 7.4%
$3.75 - $5.22 $11K - $15.4K
42.7K $162K
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
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