Tempus Wealth Planning, LLC Portfolio Holdings
Tempus Wealth Planning, LLC
- $303 Million
- Q1 2025
Tempus Wealth Planning, LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $303 Million distributed in 252 stocks.
Among their holdings, we can observe that their the top five positions include companies like: General Electric CO with a value of $17.7M, Nvidia Corp with a value of $8.86M, Microsoft Corp with a value of $8.12M, Schwab Us Aggregate Bond ETF with a value of $8.07M, and Apple Inc. with a value of $8.06M.
Examining the 13F form we can see an increase of $5.6M in the current position value, from $297M to 303M.
Below you can find more details about Tempus Wealth Planning, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$303 Million
ETFs: $173 Million
Technology: $34.7 Million
Industrials: $27.7 Million
Consumer Cyclical: $14.1 Million
Healthcare: $13.9 Million
Financial Services: $12.8 Million
Consumer Defensive: $8.44 Million
Communication Services: $7.47 Million
Other: $3.82 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 252
- Current Value $303 Million
- Prior Value $297 Million
- Filing
- Period Q1 2025
- Filing Date May 06, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 28 stocks
- Additional Purchases 135 stocks
- Sold out of 0 stocks
- Reduced holdings in 65 stocks