Tempus Wealth Planning, LLC Reduced Holdings in Q3 2025

Tempus Wealth Planning, LLC

  • $386 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-16.3K
- 42.77%
$70.77 - $73.59 $1.15M - $1.2M
21.8K $1.59M
GLD
Spdr Gold Trust

ETFs
-3.83K
- 51.4%
$300.96 - $355.47 $1.15M - $1.36M
3.62K $1.29M
SHV
Ishares Tr

ETFs
-7.24K
- 26.62%
$110.06 - $110.49 $797K - $800K
20K $2.21M
UNH
Unitedhealth Group Inc

Healthcare
-2.21K
- 67.99%
$237.77 - $353.61 $525K - $781K
1.04K $359K
HON
Honeywell International Inc

Industrials
-2.16K
- 30.91%
$207.7 - $240.4 $448K - $518K
4.82K $1.01M
INTC
Intel Corp

Technology
-30.2K
- 77.23%
$19.31 - $35.5 $583K - $1.07M
8.9K $298K
EFG
Msci Eafe Growth ETF

ETFs
-5.19K
- 50.49%
$106.99 - $114.46 $555K - $594K
5.09K $579K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
-20.6K
- 9.84%
$23.09 - $23.43 $476K - $483K
189K $4.42M
CGGR
Capital Group Growth ETF Shs C

ETFs
-13.2K
- 24.16%
$40.2 - $44.58 $531K - $589K
41.4K $1.82M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-8.85K
- 18.82%
$45.6 - $46.92 $403K - $415K
38.2K $1.78M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.87K
- 11.38%
$546.99 - $602.2 $1.02M - $1.13M
14.6K $8.76M
IEMG
Ishares Inc

ETFs
-5.17K
- 25.85%
N/A
14.8K $794K
COST
Costco Wholesale Corp

Consumer Defensive
-108
- 5.46%
$915.95 - $994.57 $98.9K - $107K
1.87K $1.73M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.36K
- 19.86%
$194.44 - $206.51 $265K - $282K
5.5K $1.14M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
-4.15K
- 22.79%
$49.55 - $52.25 $206K - $217K
14.1K $734K
AMD
Advanced Micro Devices Inc

Technology
-1.38K
- 50.81%
$134.8 - $184.42 $186K - $254K
1.34K $215K
NNOX
Nano X Imaging Ltd.

Healthcare
-500
- 0.44%
$3.69 - $5.47 $1.85K - $2.74K
114K $420K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-7.18K
- 33.94%
$22.64 - $23.22 $163K - $167K
14K $323K
CGUS
Capital Group Core Equity ETF
-7.66K
- 13.71%
$36.89 - $39.72 $282K - $304K
48.2K $1.91M
SPYG
Spdr Portfolio

ETFs
-2.55K
- 20.66%
$94.33 - $105.31 $240K - $268K
9.79K $1.02M
CRM
Salesforce, Inc.

Technology
-409
- 28.52%
$231.66 - $273.65 $94.7K - $112K
1.03K $242K
MBB
Ishares Tr

ETFs
-1.68K
- 13.98%
$92.46 - $95.73 $155K - $161K
10.3K $984K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.65K
- 13.49%
$132.9 - $142.03 $220K - $235K
10.6K $1.5M
DIS
Walt Disney CO

Communication Services
-235
- 2.15%
$112.25 - $124.0 $26.4K - $29.1K
10.7K $1.23M
JBHT
Hunt J B Transport Services Inc

Industrials
-521
- 8.31%
$130.65 - $154.66 $68.1K - $80.6K
5.75K $770K
IYW
Ishares Dj Us Tech ETF

ETFs
-2.48K
- 14.56%
$171.38 - $197.01 $425K - $488K
14.5K $2.85M
TGT
Target Corp

Consumer Defensive
-295
- 3.69%
$86.56 - $107.43 $25.5K - $31.7K
7.69K $690K
XOM
Exxon Mobil Corp

Energy
-1.11K
- 17.66%
$105.83 - $117.22 $118K - $130K
5.19K $585K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-3.27K
- 3.52%
$29.12 - $29.34 $95.1K - $95.8K
89.4K $2.62M
PG
Procter & Gamble CO

Consumer Defensive
-532
- 27.23%
$150.47 - $161.22 $80.1K - $85.8K
1.42K $218K
CGCP
Capital Group Core Plus Income

ETFs
-4.41K
- 10.61%
$22.27 - $22.95 $98.1K - $101K
37.1K $843K
PKW
Invesco Exchange Traded Fd Tr

ETFs
-1.47K
- 11.71%
$123.59 - $132.83 $181K - $195K
11.1K $1.46M
CTSH
Cognizant Technology Solutions Corp

Technology
-243
- 4.08%
$66.67 - $80.98 $16.2K - $19.7K
5.71K $382K
WM
Waste Management Inc

Industrials
-96
- 1.32%
$213.88 - $237.1 $20.5K - $22.8K
7.18K $1.59M
CNI
Canadian National Railway CO

Industrials
-141
- 2.19%
$92.01 - $106.6 $13K - $15K
6.31K $595K
APO
Apollo Global Management, Inc.

Financial Services
-290
- 6.72%
$131.55 - $156.05 $38.1K - $45.3K
4.03K $536K
NANR
Spdr Index Shs Fds S&P North A

ETFs
-2.02K
- 26.89%
$56.69 - $65.0 $114K - $131K
5.48K $354K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-208
- 9.07%
$459.11 - $506.91 $95.5K - $105K
2.09K $1.05M
PFE
Pfizer Inc

Healthcare
-3.78K
- 14.6%
$23.29 - $25.88 $88.1K - $97.9K
22.1K $563K
LMT
Lockheed Martin Corp

Industrials
-213
- 18.43%
$410.74 - $499.21 $87.5K - $106K
943 $470K
DVY
Ishares Tr

ETFs
-1.46K
- 9.15%
$133.88 - $142.57 $195K - $207K
14.4K $2.05M
LLY
Eli Lilly & CO

Healthcare
-24
- 0.99%
$625.65 - $812.69 $15K - $19.5K
2.39K $1.82M
CVX
Chevron Corp

Energy
-713
- 14.88%
$145.57 - $161.83 $104K - $115K
4.08K $633K
PEP
Pepsico Inc

Consumer Defensive
-874
- 10.42%
$133.81 - $152.16 $117K - $133K
7.51K $1.06M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-4.51K
- 8.45%
$72.65 - $78.68 $327K - $355K
48.8K $3.82M
RWR
Spdr Dow Jones Reit ETF

ETFs
-620
- 19.41%
$95.17 - $101.62 $59K - $63K
2.57K $258K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-1.68K
- 10.09%
$115.96 - $125.95 $195K - $212K
15K $1.89M
IBHE
Ishares Ibonds 2025 Term High

ETFs
-1.77K
- 13.25%
$23.14 - $23.23 $41.1K - $41.2K
11.6K $269K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-426
- 19.23%
$108.46 - $120.63 $46.2K - $51.4K
1.79K $212K
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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