Tempus Wealth Planning, LLC Portfolio Holdings
Tempus Wealth Planning, LLC
- $226 Million
- Q2 2024
Tempus Wealth Planning, LLC has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $226 Million distributed in 206 stocks.
Among their holdings, we can observe that their the top five positions include companies like: General Electric CO with a value of $14.5M, Microsoft Corp with a value of $9.37M, Nvidia Corp with a value of $8.83M, Spdr Bloomberg 1 3 Month T Bil with a value of $8.19M, and Apple Inc. with a value of $7.15M.
Examining the 13F form we can see an increase of $21.1M in the current position value, from $205M to 226M.
Below you can find more details about Tempus Wealth Planning, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$226 Million
ETFs: $123 Million
Technology: $32.2 Million
Industrials: $22.9 Million
Consumer Cyclical: $10.5 Million
Healthcare: $10.2 Million
Consumer Defensive: $8.03 Million
Financial Services: $7.71 Million
Communication Services: $7.29 Million
Other: $2.67 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 206
- Current Value $226 Million
- Prior Value $205 Million
- Filing
- Period Q2 2024
- Filing Date July 25, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 30 stocks
- Additional Purchases 115 stocks
- Sold out of 0 stocks
- Reduced holdings in 51 stocks