Tempus Wealth Planning, LLC Sells in Q4 2024

Tempus Wealth Planning, LLC

  • $297 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GE
General Electric CO

Industrials
-2.76K
- 3.02%
$159.95 - $194.23 $441K - $536K
88.5K $14.8M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-23.6K
- 24.1%
$50.35 - $50.69 $1.19M - $1.2M
74.4K $3.75M
INTC
Intel Corp

Technology
-30.3K
- 74.14%
$19.07 - $26.23 $578K - $795K
10.6K $211K
IVV
Ishares Core S&P 500 ETF

ETFs
-1.3K
- 11.7%
$570.51 - $610.59 $742K - $794K
9.82K $5.78M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-3.62K
- 4.45%
$91.29 - $91.8 $330K - $332K
77.7K $7.1M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-2.97K
- 19.01%
$124.61 - $133.96 $370K - $398K
12.7K $1.63M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-9.14K
- 8.73%
$28.88 - $29.33 $264K - $268K
95.6K $2.77M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-5.06K
- 4.89%
$24.94 - $26.14 $126K - $132K
98.3K $2.46M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-933
- 1.65%
$26.05 - $29.17 $24.3K - $27.2K
55.5K $1.45M
FNV
Franco Nevada Corp

Basic Materials
-1.3K
- 34.21%
$113.26 - $137.22 $147K - $178K
2.49K $292K
IBHE
Ishares Ibonds 2025 Term High

ETFs
-7.01K
- 30.37%
$23.08 - $23.28 $162K - $163K
16.1K $372K
MRK
Merck & Co., Inc.

Healthcare
-642
- 9.99%
$96.31 - $114.76 $61.8K - $73.7K
5.78K $575K
DKNG
Draft Kings Inc.

Consumer Cyclical
-2.77K
- 13.74%
$35.32 - $44.84 $97.9K - $124K
17.4K $647K
CNI
Canadian National Railway CO

Industrials
-183
- 2.51%
$100.62 - $117.12 $18.4K - $21.4K
7.1K $720K
SQ
Block, Inc.

Technology
-2.56K
- 50.48%
$65.06 - $98.92 $166K - $253K
2.51K $213K
APO
Apollo Global Management, Inc.

Financial Services
-2.36K
- 36.03%
$131.36 - $178.61 $310K - $422K
4.19K $692K
IBND
Spdr Bloomberg International C

ETFs
-1.28K
- 3.38%
$28.36 - $30.49 $36.2K - $39K
36.6K $1.04M
AOR
Ishares Tr Core Growth Allocat

ETFs
-1.61K
- 12.62%
$57.32 - $59.66 $92.4K - $96.2K
11.2K $639K
EBND
Spdr Bloomberg Emerging Market

ETFs
-1.51K
- 3.08%
$19.53 - $21.1 $29.5K - $31.9K
47.5K $928K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-885
- 5.53%
$51.09 - $55.27 $45.2K - $48.9K
15.1K $773K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-694
- 23.09%
$88.59 - $94.57 $61.5K - $65.6K
2.31K $205K
NANR
Spdr Index Shs Fds S&P North A

ETFs
-379
- 4.44%
$50.02 - $58.31 $19K - $22.1K
8.15K $416K
HLN
Haleon PLC

Healthcare
-659
- 1.15%
$9.23 - $10.71 $6.08K - $7.06K
56.7K $541K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-346
- 1.67%
$69.58 - $74.87 $24.1K - $25.9K
20.4K $1.43M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.86K
- 7.81%
$22.39 - $23.45 $41.6K - $43.6K
21.9K $504K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-325
- 8.03%
$96.64 - $101.23 $31.4K - $32.9K
3.72K $360K
EBAY
Ebay Inc

Consumer Cyclical
-347
- 4.83%
$57.51 - $67.17 $20K - $23.3K
6.83K $423K
QCOM
Qualcomm Inc

Technology
-103
- 6.47%
$150.4 - $178.04 $15.5K - $18.3K
1.49K $228K
SBUX
Starbucks Corp

Consumer Cyclical
-197
- 6.28%
$87.44 - $102.5 $17.2K - $20.2K
2.94K $267K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-500
- 6.77%
$50.62 - $52.07 $25.3K - $26K
6.88K $351K
MDT
Medtronic PLC

Healthcare
-24
- 0.84%
$79.61 - $92.24 $1.91K - $2.21K
2.84K $226K
RWR
Spdr Dow Jones Reit ETF

ETFs
-24
- 0.72%
$97.84 - $108.61 $2.35K - $2.61K
3.32K $327K
HSIC
Henry Schein Inc

Healthcare
-75
- 1.4%
$66.54 - $77.66 $4.99K - $5.82K
5.27K $364K
MCD
Mcdonalds Corp

Consumer Cyclical
-19
- 1.53%
$288.47 - $316.54 $5.48K - $6.01K
1.22K $354K
IEMG
Ishares Inc

ETFs
-435
- 5.33%
N/A
7.73K $414K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-107
- 0.87%
$80.18 - $88.79 $8.58K - $9.5K
12.1K $978K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-101
- 0.78%
$126.68 - $134.74 $12.8K - $13.6K
12.9K $1.64M
TENB
Tenable Holdings, Inc.

Technology
-286
- 4.07%
$38.71 - $43.44 $11.1K - $12.4K
6.74K $265K
KMI
Kinder Morgan, Inc.

Energy
-2.63K
- 25.5%
$22.59 - $28.54 $59.3K - $74.9K
7.67K $210K
SPYG
Spdr Portfolio

ETFs
-984
- 6.99%
$81.74 - $91.38 $80.4K - $89.9K
13.1K $1.15M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-261
- 4.94%
$40.26 - $42.88 $10.5K - $11.2K
5.03K $203K
PHK
Pimco High Income Fund

Financial Services
-1.91K
- 7.49%
$4.85 - $5.16 $9.28K - $9.87K
23.6K $114K
RPD
Rapid7, Inc.

Technology
-321
- 4.85%
$37.61 - $43.94 $12.1K - $14.1K
6.3K $253K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-85
- 0.64%
$23.42 - $24.25 $1.99K - $2.06K
13.1K $309K
MET
Metlife Inc

Financial Services
-50
- 1.34%
$78.15 - $88.25 $3.91K - $4.41K
3.69K $301K
PKW
Invesco Exchange Traded Fd Tr

ETFs
-83
- 0.81%
$114.02 - $125.22 $9.46K - $10.4K
10.2K $1.18M
VB
Vanguard Small Cap ETF

ETFs
-30
- 2.28%
$233.76 - $261.58 $7.01K - $7.85K
1.29K $309K
Ge Healthcare Technologies I
-198
- 0.64%
N/A
30.7K $0
Ge Vernova Inc
-1.54K
- 6.74%
N/A
21.3K $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