Tempus Wealth Planning, LLC Portfolio Holdings
Tempus Wealth Planning, LLC
- $297 Million
- Q4 2024
Tempus Wealth Planning, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $297 Million distributed in 247 stocks.
Among their holdings, we can observe that their the top five positions include companies like: General Electric CO with a value of $14.8M, Nvidia Corp with a value of $11M, Microsoft Corp with a value of $9.01M, Apple Inc. with a value of $9M, and Invesco Qqq Trust, Series 1 with a value of $7.12M.
Examining the 13F form we can see an increase of $42.1M in the current position value, from $255M to 297M.
Below you can find more details about Tempus Wealth Planning, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$297 Million
ETFs: $167 Million
Technology: $38.1 Million
Industrials: $24.6 Million
Consumer Cyclical: $16.2 Million
Healthcare: $12.7 Million
Financial Services: $10.2 Million
Consumer Defensive: $9.24 Million
Communication Services: $8.8 Million
Other: $3.5 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 247
- Current Value $297 Million
- Prior Value $255 Million
- Filing
- Period Q4 2024
- Filing Date January 24, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 43 stocks
- Additional Purchases 122 stocks
- Sold out of 0 stocks
- Reduced holdings in 67 stocks