Tempus Wealth Planning, LLC New Holdings in Q4 2024

Tempus Wealth Planning, LLC

  • $297 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PVAL
Putnam ETF Tr Putnam Focused L
108K
New
$36.85 - $39.99 $3.96M - $4.3M
108K $3.99M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
39.1K
New
$89.97 - $98.59 $3.52M - $3.85M
39.1K $3.71M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
38.8K
New
$65.67 - $69.79 $2.55M - $2.71M
38.8K $2.6M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
25.7K
New
$98.47 - $109.35 $2.53M - $2.81M
25.7K $2.53M
FDLO
Fidelity Covington Tr Low Vola

ETFs
27.7K
New
$60.24 - $63.08 $1.67M - $1.75M
27.7K $1.68M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
18.1K
New
$79.95 - $89.42 $1.45M - $1.62M
18.1K $1.52M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
19.4K
New
$73.49 - $86.09 $1.42M - $1.67M
19.4K $1.49M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
12K
New
$119.61 - $136.3 $1.44M - $1.64M
12K $1.49M
MGC
Vanguard Mega Cap ETF

ETFs
6K
New
$204.21 - $220.18 $1.23M - $1.32M
6K $1.28M
JEPI
J P Morgan Exchange Traded Fd

ETFs
10.1K
New
$57.53 - $60.83 $580K - $614K
10.1K $580K
EXR
Extra Space Storage Inc.

Real Estate
3.71K
New
$142.35 - $178.32 $528K - $661K
3.71K $554K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.56K
New
$198.04 - $221.51 $506K - $566K
2.56K $538K
DD
Du Pont De Nemours, Inc.

Basic Materials
5.94K
New
$75.95 - $88.05 $451K - $523K
5.94K $452K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
9.71K
New
$35.45 - $40.33 $344K - $392K
9.71K $348K
TMDX
Trans Medics Group, Inc.

Healthcare
5.55K
New
$59.28 - $144.9 $329K - $804K
5.55K $346K
CPNG
Coupang, Inc.

Consumer Cyclical
14.6K
New
$21.98 - $26.89 $320K - $392K
14.6K $320K
UBER
Uber Technologies, Inc

Technology
5.16K
New
$59.93 - $86.34 $309K - $445K
5.16K $311K
ALVO
Alvotech

Healthcare
23.5K
New
$11.28 - $13.2 $265K - $310K
23.5K $309K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.6K
New
$113.92 - $127.38 $296K - $331K
2.6K $298K
FSLR
First Solar, Inc.

Technology
1.59K
New
$175.88 - $240.66 $279K - $382K
1.59K $280K
EPD
Enterprise Products Partners L.P.

Energy
8.78K
New
$28.66 - $34.43 $252K - $302K
8.78K $275K
HALO
Halozyme Therapeutics, Inc.

Healthcare
5.54K
New
$42.57 - $61.09 $236K - $338K
5.54K $264K
BGNE
Bei Gene, Ltd.

Healthcare
1.42K
New
$174.72 - $246.04 $248K - $349K
1.42K $262K
FOLD
Amicus Therapeutics, Inc.

Healthcare
27.5K
New
$9.36 - $12.01 $258K - $331K
27.5K $259K
PINS
Pinterest, Inc.

Communication Services
8.6K
New
$28.24 - $34.15 $243K - $294K
8.6K $249K
MOH
Molina Healthcare, Inc.

Healthcare
824
New
$274.73 - $341.91 $226K - $282K
824 $239K
EVH
Evolent Health, Inc.

Healthcare
21.3K
New
$10.71 - $27.14 $228K - $579K
21.3K $239K
WFC
Wells Fargo & Company

Financial Services
3.29K
New
$54.98 - $77.35 $181K - $255K
3.29K $231K
ENPH
Enphase Energy, Inc.

Technology
3.26K
New
$59.52 - $111.18 $194K - $362K
3.26K $223K
RKLB
Rocket Lab Usa, Inc.

Industrials
8.41K
New
$9.23 - $28.44 $77.7K - $239K
8.41K $214K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
3.3K
New
$64.62 - $71.43 $213K - $236K
3.3K $213K
CGXU
Capital Group Intl Focus Equit

ETFs
8.55K
New
$24.67 - $26.94 $211K - $230K
8.55K $211K
MCK
Mckesson Corp

Healthcare
361
New
$482.27 - $628.5 $174K - $227K
361 $205K
OSCR
Oscar Health, Inc.

Healthcare
13.5K
New
$13.38 - $20.63 $180K - $278K
13.5K $181K
NIO
Nio Inc.

Consumer Cyclical
39.8K
New
$4.31 - $7.21 $171K - $287K
39.8K $173K
NU
Nu Holdings Ltd.

Financial Services
15.2K
New
$10.24 - $15.89 $156K - $242K
15.2K $157K
STNE
Stone Co Ltd.

Technology
15.5K
New
$7.88 - $11.59 $122K - $180K
15.5K $123K
Wisdomtree Tr
69.7K
New
N/A
69.7K $0
Tidal ETF Tr
110K
New
N/A
110K $0
Bbb Foods Inc
12.1K
New
N/A
12.1K $0
Noble Corp PLC
7.43K
New
N/A
7.43K $0
2023 ETF Series Trust Ii
154K
New
N/A
154K $0
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
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