Tempus Wealth Planning, LLC Sells in Q2 2025

Tempus Wealth Planning, LLC

  • $360 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PVAL
Putnam ETF Tr Putnam Focused L
-44.6K
- 40.71%
$33.6 - $40.23 $1.5M - $1.79M
64.9K $2.61M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-14.6K
- 57.04%
$82.17 - $99.96 $1.2M - $1.46M
11K $1.08M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-11K
- 30.42%
$71.28 - $83.74 $785K - $922K
25.2K $2.11M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-15.9K
- 22.93%
$58.41 - $72.69 $927K - $1.15M
53.3K $3.88M
AAPL
Apple Inc.

Technology
-270
- 0.74%
$172.42 - $223.89 $46.6K - $60.5K
36K $7.39M
LLY
Eli Lilly & CO

Healthcare
-476
- 16.46%
$713.71 - $898.95 $340K - $428K
2.42K $1.88M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-4.96K
- 49.09%
$47.42 - $51.67 $235K - $256K
5.14K $260K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-3.12K
- 49.63%
$65.75 - $71.57 $205K - $223K
3.17K $225K
AMD
Advanced Micro Devices Inc

Technology
-3.16K
- 53.76%
$78.21 - $143.81 $247K - $454K
2.71K $385K
CVX
Chevron Corp

Energy
-254
- 5.03%
$133.73 - $168.51 $34K - $42.8K
4.79K $686K
FNV
Franco Nevada Corp

Basic Materials
-900
- 36.14%
$143.04 - $178.17 $129K - $160K
1.59K $260K
DVY
Ishares Tr

ETFs
-636
- 3.85%
$118.37 - $134.86 $75.3K - $85.8K
15.9K $2.11M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.41K
- 4.88%
$45.12 - $46.23 $109K - $111K
47K $2.17M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-744
- 3.57%
$45.07 - $52.57 $33.5K - $39.1K
20.1K $982K
JBHT
Hunt J B Transport Services Inc

Industrials
-442
- 6.59%
$124.73 - $152.78 $55.1K - $67.5K
6.27K $899K
MRK
Merck & Co., Inc.

Healthcare
-353
- 5.93%
$73.47 - $87.12 $25.9K - $30.8K
5.6K $443K
TGT
Target Corp

Consumer Defensive
-408
- 4.86%
$88.76 - $105.77 $36.2K - $43.2K
7.99K $788K
EBAY
Ebay Inc

Consumer Cyclical
-1.44K
- 28.65%
$59.52 - $79.36 $85.9K - $115K
3.59K $267K
F
Ford Motor CO

Consumer Cyclical
-6.22K
- 33.21%
$8.69 - $10.85 $54K - $67.5K
12.5K $135K
HSIC
Henry Schein Inc

Healthcare
-1.04K
- 19.72%
$62.7 - $73.66 $65.2K - $76.6K
4.23K $309K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-146
- 0.77%
$68.13 - $74.77 $9.95K - $10.9K
18.9K $1.38M
INTC
Intel Corp

Technology
-1.47K
- 3.62%
$18.13 - $22.69 $26.6K - $33.3K
39.1K $875K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
-1.48K
- 7.51%
$42.56 - $50.32 $62.9K - $74.4K
18.2K $915K
CNI
Canadian National Railway CO

Industrials
-841
- 11.53%
$92.66 - $108.13 $77.9K - $90.9K
6.45K $671K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.04K
- 6.89%
$45.11 - $52.34 $47K - $54.5K
14.1K $736K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-317
- 8.28%
$96.84 - $99.46 $30.7K - $31.5K
3.51K $348K
JKHY
Henry Jack & Associates Inc

Technology
-147
- 10.26%
$163.54 - $186.02 $24K - $27.3K
1.29K $231K
NANR
Spdr Index Shs Fds S&P North A

ETFs
-654
- 8.02%
$46.99 - $57.94 $30.7K - $37.9K
7.5K $424K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-718
- 19.49%
$59.98 - $74.92 $43.1K - $53.8K
2.97K $220K
MCK
Mckesson Corp

Healthcare
-66
- 18.8%
$652.83 - $732.78 $43.1K - $48.4K
285 $208K
SBUX
Starbucks Corp

Consumer Cyclical
-95
- 3.28%
$79.69 - $99.41 $7.57K - $9.44K
2.8K $256K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-606
- 4.71%
$114.78 - $133.31 $69.6K - $80.8K
12.3K $1.63M
RWR
Spdr Dow Jones Reit ETF

ETFs
-125
- 3.77%
$86.33 - $99.71 $10.8K - $12.5K
3.19K $308K
USXF
Ishares Esg Advanced Msci Usa

Technology
-1.51K
- 17.26%
$41.54 - $53.93 $62.6K - $81.3K
7.23K $389K
CVS
Cvs Health Corp

Healthcare
-250
- 7.87%
$60.04 - $70.18 $15K - $17.5K
2.93K $201K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-83
- 1.5%
$63.54 - $68.5 $5.27K - $5.69K
5.47K $368K
MET
Metlife Inc

Financial Services
-70
- 1.9%
$68.42 - $82.49 $4.79K - $5.77K
3.62K $291K
AOK
Ishares Tr Core Conservative A

ETFs
-417
- 5.45%
$36.09 - $39.07 $15K - $16.3K
7.23K $282K
HLN
Haleon PLC

Healthcare
-528
- 0.98%
$9.27 - $11.41 $4.89K - $6.02K
53.3K $552K
Capital Group International
-319
- 4.44%
N/A
6.87K $0
Wisdomtree Tr
-52.7K
- 91.04%
N/A
5.19K $0
Ge Healthcare Technologies I
-55
- 0.18%
N/A
30.6K $0
Ge Vernova Inc
-44
- 0.21%
N/A
21.4K $0
2023 ETF Series Trust Ii
-3.75K
- 2.57%
N/A
142K $0
CGCP
Capital Group Core Plus Income

ETFs
-30
- 0.07%
$21.92 - $22.56 $658 - $677
41.5K $934K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-85
- 3.7%
$90.56 - $109.49 $7.7K - $9.31K
2.22K $242K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-318
- 3.65%
$41.55 - $46.04 $13.2K - $14.6K
8.39K $386K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-24
- 0.21%
$72.71 - $82.56 $1.75K - $1.98K
11.4K $933K
TJX
Tjx Companies Inc

Consumer Cyclical
-75
- 0.66%
$119.13 - $135.03 $8.93K - $10.1K
11.4K $1.4M
Activity Summary
Buys All Purchases 163 New Holdings 30 Increased Positions 133 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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