Tempus Wealth Planning, LLC Portfolio Holdings
Tempus Wealth Planning, LLC
- $360 Million
- Q2 2025
Tempus Wealth Planning, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $360 Million distributed in 259 stocks.
Among their holdings, we can observe that their the top five positions include companies like: General Electric CO with a value of $22.8M, Nvidia Corp with a value of $11.4M, Microsoft Corp with a value of $10.8M, Capital Group Divid Value ETF with a value of $10M, and Invesco Qqq Trust, Series 1 with a value of $9.08M.
Examining the 13F form we can see an increase of $57.5M in the current position value, from $303M to 360M.
Below you can find more details about Tempus Wealth Planning, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$360 Million
ETFs: $212 Million
Technology: $42.2 Million
Industrials: $33.4 Million
Consumer Cyclical: $17.1 Million
Financial Services: $14.2 Million
Healthcare: $13.7 Million
Communication Services: $9.37 Million
Consumer Defensive: $8.62 Million
Other: $3.62 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 259
- Current Value $360 Million
- Prior Value $303 Million
- Filing
- Period Q2 2025
- Filing Date July 16, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 30 stocks
- Additional Purchases 133 stocks
- Sold out of 0 stocks
- Reduced holdings in 73 stocks