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CIK: 0001806428
Total reported value
$511.4M
$511.4M
220 檔
10.0%
During the Q3 2024 filing period, Tempus Wealth Planning, LLC (CIK: 0001806428) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $511.4M across 220 reported positions.
In Q3 2024, Tempus Wealth Planning, LLC displayed an active expansion posture, initiating 15 new positions and adding to 25 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 220 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GE | General Electric | Stock-Industrials | 6.31% | +0.69% | -0.06% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.37% | -0.29% | +6.06% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.35% | -0.24% | +1.30% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.90% | -0.05% | +0.06% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.73% | -1.01% | -8.90% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.35% | +0.15% | -5.06% | |
| 7 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.34% | -0.11% | +5.46% | |
| 8 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.34% | -0.05% | +0.34% | |
| 9 | GEV | GE Vernova Inc | Stock-Industrials | 2.13% | +0.61% | — | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.99% | +0.04% | -0.55% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.88% | -0.07% | -0.98% | |
| 12 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.82% | -0.11% | -8.79% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.58% | +0.40% | +15.37% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.48% | +0.15% | +31.37% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.16% | -0.01% | -0.48% | |
| 16 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.13% | -0.09% | +27.43% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.10% | -0.03% | +9.12% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.09% | +0.03% | -0.91% | |
| 19 | IBHD | Ishares Ibonds 2024 H/y Inc | ETF-Other | 1.08% | — | — | |
| 20 | GEHC | GE Healthcare Technology | Stock-Healthcare | 1.06% | -0.12% | — | |
| 21 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.05% | +0.04% | -0.55% | |
| 22 | CGBL | Cap Group Core Balanced | ETF-Other | 1.04% | -0.07% | +32.02% | |
| 23 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.99% | -0.06% | -4.29% | |
| 24 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.94% | +0.29% | +18.42% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.94% | — | +15.82% | |
| 26 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.92% | +0.09% | +0.07% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.89% | -0.01% | -0.76% | |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.83% | +0.53% | +11.13% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.81% | -0.03% | +10.48% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.81% | -0.07% | +3.12% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.81% | +0.07% | +8.00% | |
| 32 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.79% | -0.07% | +2.11% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.78% | +0.06% | +1.48% | |
| 34 | CGDV | Cap Group Dividend Value | ETF-Other | 0.73% | +0.03% | +18.15% | |
| 35 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.72% | -0.01% | -5.79% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.71% | -0.20% | +0.98% | |
| 37 | TGT | Target CORP | Stock-Consumer Disc | 0.66% | -0.03% | +4.50% | |
| 38 | AMGN | Amgen Inc | Stock-Healthcare | 0.65% | -0.05% | +4.31% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | -0.05% | +8.40% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.61% | -0.05% | -0.61% | |
| 41 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.61% | -0.05% | +26.27% | |
| 42 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.60% | -0.05% | -4.26% | |
| 43 | CGGR | Cap Group Growth Equity | ETF-Other | 0.59% | +0.01% | +15.43% | |
| 44 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.58% | -0.04% | +1.12% | |
| 45 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.56% | -0.06% | +1.48% | |
| 46 | CGMU | Cap Group Municipal Income | ETF-Other | 0.55% | -0.05% | +1.87% | |
| 47 | HON | Honeywell International Inc | Stock-Industrials | 0.55% | -0.26% | EXIT | |
| 48 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.55% | -0.04% | -2.34% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | -0.10% | +12.31% | |
| 50 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.53% | — | +1.28% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBHD | Ishares Ibonds 2024 H/y Inc | +1.1% | NEW | New buy |
| 2 | GEV | GE Vernova Inc | +0.5% | — | Unchanged |
| 3 | IBHF | Ishares Ibond 2026 Hy & Inc | +0.4% | NEW | New buy |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +31.37% | Add |
| 5 | GE | General Electric | +0.2% | -0.06% | Trim |
| 6 | TSLA | Tesla Inc | +0.2% | +15.82% | Add |
| 7 | IWM | Ishares Russell 2000 ETF | +0.2% | +132.71% | Add |
| 8 | INTC | Intel CORP | +0.2% | +288.98% | Add |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | +0.2% | NEW | New buy |
| 10 | IBHE | Ishares Ibonds 2025 H/y Inc | +0.2% | NEW | New buy |
| 11 | CGBL | Cap Group Core Balanced | +0.2% | +32.02% | Add |
| 12 | IEP | Icahn Enterprises LP | +0.2% | NEW | New buy |
| 13 | SPTS | Ss Spdr P St Term Tsy ETF | +0.1% | +27.43% | Add |
| 14 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | NEW | New buy |
| 15 | ULTA | Ulta Beauty Inc | +0.1% | NEW | New buy |
| 16 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +91.76% | Add |
| 17 | RWR | Ss Spdr Dow Jones Reit ETF | +0.1% | NEW | New buy |
| 18 | SPEM | State Street Sp Ptf Em ETF | +0.1% | NEW | New buy |
| 19 | BXSL | Blackstone Secured Lending F | +0.1% | NEW | New buy |
| 20 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | NEW | New buy |
| 21 | CGDG | Cap Group Dividend Growers | +0.1% | +26.27% | Add |
| 22 | TENB | Tenable Holdings Inc | +0.1% | NEW | New buy |
| 23 | RPD | Rapid7 Inc | +0.1% | NEW | New buy |
| 24 | LULU | Lululemon Athletica Inc | +0.1% | NEW | New buy |
| 25 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | NEW | New buy |
| 26 | CGDV | Cap Group Dividend Value | +0.1% | +18.15% | Add |
| 27 | CGUS | Cap Group Core Equity | +0.1% | +31.32% | Add |
| 28 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +56.84% | Add |
| 29 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +18.42% | Add |
| 30 | ORCL | Oracle CORP | +0.1% | +3.12% | Add |
| 31 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +30.60% | Add |
| 32 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +15.37% | Add |
| 33 | GEHC | GE Healthcare Technology | +0.1% | — | Unchanged |
| 34 | META | Meta Platforms Inc-class A | +0.1% | +8.40% | Add |
| 35 | WMT | Walmart Inc | 0% | +0.98% | Add |
| 36 | CGGR | Cap Group Growth Equity | 0% | +15.43% | Add |
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +11.13% | Add |
| 38 | JPM | Jpmorgan Chase & Co | — | +10.48% | Add |
| 39 | DVY | Ishares Select Dividend ETF | — | +2.11% | Add |
| 40 | AAPL | Apple Inc | -0.1% | +0.06% | Add |
| 41 | SCHZ | Schwab US Aggregate Bond ETF | -0.1% | +5.46% | Add |
| 42 | CVS | Cvs Health CORP | -0.1% | EXIT | Sold out |
| 43 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -0.98% | Trim |
| 44 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | EXIT | Sold out |
| 45 | SPTM | Ss Spdr P S&p 1500 Comp ETF | -0.2% | +0.34% | Add |
| 46 | SCHX | Schwab US Large-cap ETF | -0.2% | -0.55% | Trim |
| 47 | IJR | Ishares Core S&p Small-cap E | -0.3% | EXIT | Sold out |
| 48 | NVDA | Nvidia CORP | -0.3% | +6.06% | Add |
| 49 | ICSH | Ishares Ultra Short Duration | -0.5% | -8.79% | Trim |
| 50 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.7% | -8.90% | Trim |
According to official SEC Form 13F filings, Tempus Wealth Planning, LLC reported a total U.S. public equity portfolio value of $511.4M across 220 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GE, NVDA, MSFT) accounted for 10.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
IBHD
市值: $2.9M
Top Position Liquidated / Trimmed
IJR
前期市值: $609.0K
During Q3 2024, Tempus Wealth Planning, LLC's top holdings by market value included GE (6.3%)、NVDA (3.4%)、MSFT (3.4%). The largest single position, GE, represented 6.3% of total portfolio value.
In Q3 2024, Tempus Wealth Planning, LLC made 48 total portfolio adjustments, initiating 15 new buys, adding to 25 positions, trimming 5 holdings, and fully liquidating 3 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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