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CIK: 0001806428
Total reported value
$511.4M
$511.4M
206 檔
9.4%
According to the latest 13F quarterly dataset, Tempus Wealth Planning, LLC managed an equity portfolio of $511.4M at the end of Q2 2024, spanning 206 distinct U.S. exchange-listed positions.
During Q2 2024, Tempus Wealth Planning, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 206 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GE | General Electric | Stock-Industrials | 6.07% | +0.69% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.91% | -0.24% | +1.31% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.69% | -0.29% | +913.12% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.42% | -1.01% | +2.16% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.99% | -0.05% | +7.91% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.68% | +0.15% | -13.83% | |
| 7 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.51% | -0.05% | -4.02% | |
| 8 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.43% | -0.11% | +8.90% | |
| 9 | ICSH | Ishares Ultra Short Duration | ETF-Other | 2.27% | -0.11% | -1.19% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.16% | +0.04% | -0.18% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.00% | -0.07% | -1.12% | |
| 12 | GEV | GE Vernova Inc | Stock-Industrials | 1.64% | +0.61% | — | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.53% | +0.40% | +0.25% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.24% | -0.01% | +0.29% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.22% | +0.15% | +9.28% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.21% | +0.03% | +0.61% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.19% | -0.03% | +12.06% | |
| 18 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.13% | -0.06% | -14.45% | |
| 19 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.12% | +0.04% | +1.53% | |
| 20 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.04% | +0.09% | +0.19% | |
| 21 | GEHC | GE Healthcare Technology | Stock-Healthcare | 1.01% | -0.12% | +0.46% | |
| 22 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.99% | -0.09% | -21.68% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.97% | -0.01% | -2.88% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.94% | +0.07% | +4.63% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.89% | +0.06% | +3.10% | |
| 26 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.87% | +0.29% | +5.88% | |
| 27 | CGBL | Cap Group Core Balanced | ETF-Other | 0.86% | -0.07% | +89.09% | |
| 28 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.83% | -0.01% | -9.17% | |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | +0.53% | +100.66% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.81% | -0.03% | +4.70% | |
| 31 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.79% | -0.07% | -3.81% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.74% | -0.07% | +4.03% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.70% | — | +22.64% | |
| 34 | AMGN | Amgen Inc | Stock-Healthcare | 0.69% | -0.05% | +2.24% | |
| 35 | TGT | Target CORP | Stock-Consumer Disc | 0.68% | -0.03% | +5.45% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | -0.20% | +3.90% | |
| 37 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.67% | -0.05% | +37.80% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.65% | -0.05% | -4.65% | |
| 39 | CGDV | Cap Group Dividend Value | ETF-Other | 0.64% | +0.03% | +113.77% | |
| 40 | HON | Honeywell International Inc | Stock-Industrials | 0.63% | -0.26% | EXIT | |
| 41 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.61% | -0.04% | +1.69% | |
| 42 | CGMU | Cap Group Municipal Income | ETF-Other | 0.60% | -0.05% | +107.39% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.58% | -0.04% | +16.09% | |
| 44 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.58% | -0.06% | -6.76% | |
| 45 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.58% | -0.04% | -3.30% | |
| 46 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.57% | -0.06% | — | |
| 47 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.57% | — | +4.48% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | -0.05% | +24.48% | |
| 49 | CGGR | Cap Group Growth Equity | ETF-Other | 0.55% | +0.01% | +14.99% | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.53% | — | +5.18% |
According to official SEC Form 13F filings, Tempus Wealth Planning, LLC reported a total U.S. public equity portfolio value of $511.4M across 206 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including GE, MSFT, NVDA) accounted for 9.4% of total reported equity market value during Q2 2024.
During Q2 2024, Tempus Wealth Planning, LLC's top holdings by market value included GE (6.1%)、MSFT (3.9%)、NVDA (3.7%). The largest single position, GE, represented 6.1% of total portfolio value.
In Q2 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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