Tempus Wealth Planning, LLC Reduced Holdings in Q1 2025

Tempus Wealth Planning, LLC

  • $303 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-22.1K
- 28.43%
$91.45 - $91.75 $2.02M - $2.03M
55.6K $5.1M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
-14K
- 77.2%
$79.96 - $87.71 $1.12M - $1.23M
4.14K $339K
IVV
Ishares Core S&P 500 ETF

ETFs
-1.13K
- 11.5%
$554.06 - $615.85 $626K - $695K
8.69K $4.88M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-11.7K
- 30.22%
$65.27 - $71.18 $765K - $834K
27.1K $1.8M
TGT
Target Corp

Consumer Defensive
-3.36K
- 28.59%
$103.65 - $142.5 $348K - $479K
8.4K $876K
AMZN
Amazon Com Inc

Consumer Cyclical
-76
- 0.44%
$190.26 - $242.06 $14.5K - $18.4K
17.3K $3.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-7.23K
- 6.38%
$24.91 - $29.02 $180K - $210K
106K $2.65M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-2.48K
- 2.55%
$67.03 - $74.61 $166K - $185K
94.7K $6.44M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-2.48K
- 19.57%
$120.24 - $134.3 $298K - $333K
10.2K $1.24M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-4.96K
- 2.06%
$21.75 - $24.28 $108K - $121K
235K $5.2M
EXR
Extra Space Storage Inc.

Real Estate
-2.33K
- 62.98%
$143.8 - $161.28 $336K - $376K
1.37K $203K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-1.06K
- 22.53%
$203.38 - $274.79 $216K - $291K
3.64K $748K
VZ
Verizon Communications Inc

Communication Services
-11K
- 31.06%
$37.81 - $46.49 $417K - $513K
24.5K $1.11M
NNOX
Nano X Imaging Ltd.

Healthcare
-1.25K
- 1.07%
$5.0 - $9.97 $6.25K - $12.5K
115K $575K
DIS
Walt Disney CO

Communication Services
-958
- 7.43%
$96.87 - $114.0 $92.8K - $109K
11.9K $1.18M
VIG
Vanguard Dividend Appreciation

ETFs
-1.12K
- 4.49%
N/A
23.9K $4.35M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-5.41K
- 9.86%
$44.72 - $46.25 $242K - $250K
49.4K $2.28M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-7.43K
- 7.77%
$28.92 - $29.24 $215K - $217K
88.1K $2.58M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-811
- 11.52%
$65.15 - $91.81 $52.8K - $74.5K
6.23K $406K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-53
- 0.21%
$89.18 - $104.04 $4.73K - $5.51K
25.6K $2.34M
EFG
Msci Eafe Growth ETF

ETFs
-2.1K
- 16.8%
$96.1 - $106.37 $202K - $223K
10.4K $1.04M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-8.69K
- 8.84%
$24.73 - $25.62 $215K - $223K
89.6K $2.29M
AVGO
Broadcom Inc.

Technology
-225
- 14.86%
$167.43 - $244.7 $37.7K - $55.1K
1.29K $215K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-2.53K
- 26.09%
$32.49 - $37.99 $82.3K - $96.3K
7.18K $240K
HON
Honeywell International Inc

Industrials
-13
- 0.18%
$202.75 - $226.52 $2.64K - $2.94K
7.12K $1.51M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-1.95K
- 28.3%
$50.17 - $51.45 $97.7K - $100K
4.94K $248K
EBAY
Ebay Inc

Consumer Cyclical
-1.8K
- 26.28%
$61.61 - $70.93 $111K - $127K
5.04K $341K
MBB
Ishares Tr

ETFs
-1.01K
- 8.4%
$90.37 - $94.08 $91.1K - $94.8K
11K $1.03M
AOR
Ishares Tr Core Growth Allocat

ETFs
-1.26K
- 11.28%
$56.63 - $59.39 $71.3K - $74.8K
9.9K $569K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-2.81K
- 12.8%
$22.25 - $23.0 $62.5K - $64.6K
19.1K $439K
IBHE
Ishares Ibonds 2025 Term High

ETFs
-2.7K
- 16.78%
$23.16 - $23.32 $62.4K - $62.8K
13.4K $310K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-295
- 11.37%
$102.49 - $119.96 $30.2K - $35.4K
2.3K $240K
FDN
First Tr Fd Dow Jones

ETFs
-129
- 10.77%
$221.38 - $266.86 $28.6K - $34.4K
1.07K $237K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-658
- 5.42%
$78.12 - $83.7 $51.4K - $55.1K
11.5K $925K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-7
- 0.27%
$192.82 - $222.1 $1.35K - $1.55K
2.55K $492K
BMY
Bristol Myers Squibb CO

Healthcare
-1.82K
- 12.18%
$53.9 - $63.11 $97.8K - $115K
13.1K $798K
EBND
Spdr Bloomberg Emerging Market

ETFs
-3.42K
- 7.2%
$19.47 - $20.36 $66.6K - $69.6K
44.1K $885K
IGV
Ishares Expanded Tech Software

ETFs
-34
- 1.07%
$88.3 - $107.83 $3K - $3.67K
3.14K $278K
PFE
Pfizer Inc

Healthcare
-134
- 0.54%
$25.01 - $27.13 $3.35K - $3.64K
24.6K $624K
XLE
Energy Sector Spdr

ETFs
-694
- 15.66%
$85.7 - $93.96 $59.5K - $65.2K
3.74K $349K
IBND
Spdr Bloomberg International C

ETFs
-2.21K
- 6.03%
$27.72 - $29.79 $61.2K - $65.7K
34.4K $1.01M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-284
- 6.28%
$62.72 - $71.92 $17.8K - $20.4K
4.24K $267K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-332
- 3.67%
$42.93 - $44.71 $14.3K - $14.8K
8.71K $382K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-413
- 4.94%
$85.29 - $92.57 $35.2K - $38.2K
7.94K $722K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.35K
- 6.61%
$68.32 - $75.06 $92.2K - $101K
19.1K $1.42M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-2.29K
- 4.13%
$25.54 - $27.64 $58.5K - $63.3K
53.2K $1.45M
Ge Healthcare Technologies I
-7
- 0.02%
N/A
30.7K $0
2023 ETF Series Trust Ii
-8K
- 5.2%
N/A
146K $0
Wisdomtree Tr
-11.8K
- 16.91%
N/A
57.9K $0
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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