Tempus Wealth Planning, LLC Portfolio Holdings by Sector
Tempus Wealth Planning, LLC
- $386 Million
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
CGDV SCHZ SPMO QQQ SPTM QLD SCHX SSO 123 stocks |
$223,590
58.87% of portfolio
|
62
|
54
|
6
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE ROK 2 stocks |
$28,283
7.45% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PLTR HOOD ADBE TENB RPD DOX 9 stocks |
$19,320
5.09% of portfolio
|
7
|
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO QCOM AMD INTC 5 stocks |
$13,500
3.55% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$9,498
2.5% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY AMGN JNJ ABBV BMY MRK PFE GILD 8 stocks |
$9,169
2.41% of portfolio
|
4
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG PINS 4 stocks |
$7,807
2.06% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$6,569
1.73% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN JD EBAY 3 stocks |
$5,758
1.52% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC 3 stocks |
$5,266
1.39% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST TGT 3 stocks |
$5,131
1.35% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA RTX LMT 3 stocks |
$3,423
0.9% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2,925
0.77% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
ARCC BXSL HYT APO CCD MUC PHK 7 stocks |
$2,920
0.77% of portfolio
|
- |
5
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ TMUS CHTR T 4 stocks |
$2,573
0.68% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA AXP 3 stocks |
$2,108
0.56% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$1,960
0.52% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$1,793
0.47% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
WYNN VAC 2 stocks |
$1,668
0.44% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$1,571
0.41% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$1,546
0.41% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$1,539
0.41% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY MDLZ 2 stocks |
$1,500
0.39% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$1,242
0.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1,181
0.31% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
RXST NNOX MDT DXCM 4 stocks |
$1,160
0.31% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
TTD UBER DUOL CRM 4 stocks |
$1,107
0.29% of portfolio
|
3
|
1
|
3
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1,058
0.28% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO LEGN PDSB 3 stocks |
$1,031
0.27% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ULTA AZO 2 stocks |
$1,020
0.27% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$1,000
0.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS 2 stocks |
$964
0.25% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$953
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
JBHT 1 stocks |
$940
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
HLN ALVO 2 stocks |
$808
0.21% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA 1 stocks |
$801
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
EVH 1 stocks |
$726
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW GS 2 stocks |
$720
0.19% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
CTSH JKHY 2 stocks |
$563
0.15% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
CNI 1 stocks |
$548
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
FINW 1 stocks |
$510
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
HSIC MCK 2 stocks |
$504
0.13% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$483
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O 1 stocks |
$381
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$373
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$317
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD 1 stocks |
$304
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MET 1 stocks |
$295
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP 1 stocks |
$271
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Solar | Technology
ENPH 1 stocks |
$267
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
DD 1 stocks |
$261
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
FNV 1 stocks |
$209
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS 1 stocks |
$204
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
ACVA 1 stocks |
$170
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|