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CIK: 0001806428
Total reported value
$511.4M
$511.4M
191 檔
9.0%
The Q1 2024 SEC filing reveals that Tempus Wealth Planning, LLC held a total portfolio value of $511.4M, covering 191 public equity positions.
During Q1 2024, Tempus Wealth Planning, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | 7.03% | — | — | ||
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.83% | -0.24% | +0.39% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.53% | -1.01% | +55.60% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.14% | +0.15% | -5.86% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.81% | -0.29% | -0.32% | |
| 6 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.67% | -0.05% | -2.74% | |
| 7 | ICSH | Ishares Ultra Short Duration | ETF-Other | 2.42% | -0.11% | -40.10% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.37% | -0.05% | -22.51% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.37% | -0.11% | +21.42% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.20% | +0.04% | -3.73% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.13% | -0.07% | -0.79% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.49% | +0.40% | +4.71% | |
| 13 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.40% | -0.06% | -40.39% | |
| 14 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.33% | -0.09% | -38.53% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.33% | -0.01% | -0.23% | |
| 16 | GEHC | GE Healthcare Technology | Stock-Healthcare | 1.23% | -0.12% | — | |
| 17 | PFF | Ishares Preferred & Income S | ETF-Other | 1.22% | -0.21% | -0.77% | |
| 18 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.17% | +0.04% | +3.76% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.17% | +0.03% | -0.27% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.13% | +0.15% | -7.07% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | -0.03% | -1.43% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.02% | -0.01% | -5.00% | |
| 23 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.98% | +0.09% | +1.55% | |
| 24 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.92% | -0.01% | -5.70% | |
| 25 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.88% | -0.07% | +58.35% | |
| 26 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.87% | +0.29% | +5.92% | |
| 27 | TGT | Target CORP | Stock-Consumer Disc | 0.82% | -0.03% | -0.93% | |
| 28 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.81% | -0.01% | +10.31% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.80% | -0.03% | +3.06% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.78% | +0.06% | +2.55% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | +0.07% | +6.82% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.73% | -0.05% | -44.82% | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.67% | -0.07% | +0.80% | |
| 34 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.66% | -0.06% | -5.93% | |
| 35 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.65% | -0.04% | -0.71% | |
| 36 | AMGN | Amgen Inc | Stock-Healthcare | 0.65% | -0.05% | +0.68% | |
| 37 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.65% | -0.04% | +4.81% | |
| 38 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.64% | -0.04% | -4.37% | |
| 39 | ENB | Enbridge Inc | Stock-Energy | 0.63% | -0.01% | — | |
| 40 | HON | Honeywell International Inc | Stock-Industrials | 0.61% | -0.26% | EXIT | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.20% | +204.19% | |
| 42 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.58% | +0.07% | -6.43% | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.57% | -0.07% | +3.78% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.57% | -0.05% | +2.47% | |
| 45 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.56% | — | -1.74% | |
| 46 | BA | Boeing Co/the | Stock-Industrials | 0.55% | -0.02% | +3.94% | |
| 47 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.53% | -0.29% | -3.09% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.53% | — | +16.03% | |
| 49 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.53% | -0.05% | -4.89% | |
| 50 | JBHT | Hunt (jb) Transprt Svcs Inc | Stock-Industrials | 0.51% | +0.05% | +2.72% |
According to official SEC Form 13F filings, Tempus Wealth Planning, LLC reported a total U.S. public equity portfolio value of $511.4M across 191 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including , MSFT, BIL) accounted for 9.0% of total reported equity market value during Q1 2024.
During Q1 2024, Tempus Wealth Planning, LLC's top holdings by market value included (7.0%)、MSFT (3.8%)、BIL (3.5%). The largest single position, , represented 7.0% of total portfolio value.
In Q1 2024, Tempus Wealth Planning, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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