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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$95.7B
$1.59 Million 0.53% of portfolio
6,864
Q1 2025 Added 2.55%
$0
$1.61 Million 0.53% of portfolio
33,825
Q1 2025 Added 12.54%
$0
$1.56 Million 0.52% of portfolio
50,786
Q1 2025 Added 238.62%
$394B
$1.52 Million 0.5% of portfolio
9,152
Q1 2025 Reduced 2.14%
$149B
$1.51 Million 0.5% of portfolio
7,116
Q1 2025 Reduced 0.18%
$0
$1.48 Million 0.49% of portfolio
25,162
Q1 2025 Reduced 0.36%
$0
$1.45 Million 0.48% of portfolio
53,204
Q1 2025 Reduced 4.13%
$0
$1.41 Million 0.47% of portfolio
12,524
Q1 2025 Added 22.51%
$0
$1.42 Million 0.47% of portfolio
19,051
Q1 2025 Reduced 6.61%
$270B
$1.42 Million 0.47% of portfolio
22,932
Q1 2025 Added 1.75%
$0
$1.43 Million 0.47% of portfolio
15,438
Q1 2025 Added 40.87%
$0
$1.38 Million 0.46% of portfolio
37,856
Q1 2025 Added 93.85%
$0
$1.38 Million 0.46% of portfolio
28,337
Q1 2025 Added 41.74%
$142B
$1.39 Million 0.46% of portfolio
11,445
Q1 2025 Added 2.21%
$557B
$1.37 Million 0.45% of portfolio
3,904
Q1 2025 Added 2.63%
$118B
$1.32 Million 0.44% of portfolio
7,756
Q1 2025 Added 1.95%
$362B
$1.31 Million 0.43% of portfolio
31,391
Q1 2025 Added 0.16%
$0
$1.3 Million 0.43% of portfolio
60,384
Q1 2025 Added 6.94%
$0
$1.27 Million 0.42% of portfolio
32,182
Q1 2025 Added 113.54%
$0
$1.28 Million 0.42% of portfolio
17,390
Q1 2025 Added 120.63%
$37.1B
$1.27 Million 0.42% of portfolio
4,929
Q1 2025 Added 6.94%
$0
$1.24 Million 0.41% of portfolio
10,182
Q1 2025 Reduced 19.57%
$0
$1.23 Million 0.41% of portfolio
16,120
Q1 2025 Added 2.47%
$178B
$1.24 Million 0.41% of portfolio
8,263
Q1 2025 Added 2.93%
$0
$1.21 Million 0.4% of portfolio
6,000
Q4 2024 New
$648B
$1.21 Million 0.4% of portfolio
2,278
Q1 2025 Reduced 0.22%
$215B
$1.18 Million 0.39% of portfolio
11,933
Q1 2025 Reduced 7.43%
$0
$1.19 Million 0.39% of portfolio
53,642
Q1 2025 New
$175B
$1.11 Million 0.37% of portfolio
24,505
Q1 2025 Reduced 31.06%
$0
$1.11 Million 0.37% of portfolio
19,050
Q1 2025 Added 12.6%
$0
$1.08 Million 0.36% of portfolio
20,855
Q1 2025 New
$24.9B
$1.1 Million 0.36% of portfolio
6,456
Q1 2025 Added 1.38%
$355B
$1.05 Million 0.35% of portfolio
2,873
Q1 2025 Added 7.89%
$0
$1.07 Million 0.35% of portfolio
18,639
Q1 2025 Added 84.75%
$0
$1.06 Million 0.35% of portfolio
37,294
Q1 2025 Added 24.69%
$0
$1.05 Million 0.35% of portfolio
5,496
Q1 2025 Added 88.41%
$0
$1.06 Million 0.35% of portfolio
13,218
Q1 2025 Added 0.92%
$0
$1.03 Million 0.34% of portfolio
10,992
Q1 2025 Reduced 8.4%
$0
$1.04 Million 0.34% of portfolio
10,388
Q1 2025 Reduced 16.8%
$0
$1.04 Million 0.34% of portfolio
20,000
Q1 2025 Added 100.0%
$0
$1.01 Million 0.33% of portfolio
34,366
Q1 2025 Reduced 6.03%
$14.4B
$992,000 0.33% of portfolio
6,709
Q1 2025 Added 3.06%
$214B
$985,000 0.33% of portfolio
7,437
Q1 2025 Reduced 3.49%
$0
$954,000 0.32% of portfolio
19,682
Q1 2025 Added 0.01%
$0
$925,000 0.31% of portfolio
11,472
Q1 2025 Reduced 5.42%
$0
$932,000 0.31% of portfolio
41,552
Q1 2025 Added 23.35%
$9.88B
$902,000 0.3% of portfolio
10,809
Q1 2025 Added 0.85%
$88.2B
$920,000 0.3% of portfolio
40,535
Q1 2025 Added 283.45%
$43.8B
$876,000 0.29% of portfolio
8,396
Q1 2025 Reduced 28.59%

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
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