Tempus Wealth Planning, LLC Portfolio Holdings by Sector
Tempus Wealth Planning, LLC
- $386 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
CGDV SPMO QQQ SCHZ SPTM SPY SCHX QLD 125 stocks |
$221,719
58.3% of portfolio
|
65
|
53
|
8
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE ROK 2 stocks |
$28,325
7.45% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PLTR HOOD ADBE TENB RPD DOX 11 stocks |
$21,375
5.62% of portfolio
|
9
|
1
|
3
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO QCOM INTC AMD 5 stocks |
$13,397
3.52% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$9,080
2.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY AMGN JNJ ABBV BMY PFE MRK 7 stocks |
$8,090
2.13% of portfolio
|
4
|
3
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$6,779
1.78% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$6,763
1.78% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC 3 stocks |
$5,580
1.47% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN JD EBAY 3 stocks |
$5,273
1.39% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST TGT 3 stocks |
$5,095
1.34% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BXSL ARCC HYT APO CCD MUC PHK 7 stocks |
$4,241
1.12% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA RTX LMT 3 stocks |
$3,598
0.95% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI RWR 2 stocks |
$3,187
0.84% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ TMUS CHTR T 4 stocks |
$2,884
0.76% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V PYPL MA 3 stocks |
$2,506
0.66% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
ELV MOH UNH CVS 4 stocks |
$1,835
0.48% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$1,764
0.46% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$1,732
0.46% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
NNOX RXST DXCM INSP MDT 5 stocks |
$1,587
0.42% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$1,585
0.42% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY MDLZ 2 stocks |
$1,562
0.41% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
WYNN 1 stocks |
$1,534
0.4% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$1,511
0.4% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$1,465
0.39% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$1,291
0.34% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$1,218
0.32% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1,048
0.28% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ULTA AZO 2 stocks |
$1,029
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$1,014
0.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$872
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA 1 stocks |
$860
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
JBHT 1 stocks |
$770
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
HLN ALVO 2 stocks |
$763
0.2% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW GS 2 stocks |
$753
0.2% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD KMI ENB 3 stocks |
$750
0.2% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX 2 stocks |
$630
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
CNI 1 stocks |
$595
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
FINW 1 stocks |
$559
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$512
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
DD 1 stocks |
$499
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
EVH 1 stocks |
$498
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
HSIC MCK 2 stocks |
$480
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O 1 stocks |
$443
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$400
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
CTSH 1 stocks |
$382
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
LEGN PDSB 2 stocks |
$312
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MET 1 stocks |
$306
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
FNV 1 stocks |
$304
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Solar | Technology
ENPH 1 stocks |
$302
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP 1 stocks |
$288
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
ACVA 1 stocks |
$265
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM 1 stocks |
$242
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$218
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Packaged Foods | Consumer Defensive
GIS 1 stocks |
$216
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|