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CIK: 0001806428
Total reported value
$521.5M
$521.5M
247 檔
9.8%
According to the latest 13F quarterly dataset, Tempus Wealth Planning, LLC managed an equity portfolio of $521.5M at the end of Q4 2024, spanning 247 distinct U.S. exchange-listed positions.
In Q4 2024, Tempus Wealth Planning, LLC displayed an active expansion posture, initiating 43 new positions and adding to 89 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 247 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GE | General Electric | Stock-Industrials | 4.51% | -1.16% | -3.02% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.35% | +0.34% | +7.62% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.75% | +0.62% | +0.70% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.75% | +0.50% | +5.85% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.17% | -0.09% | +57.99% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.17% | -0.06% | -4.45% | |
| 7 | GEV | GE Vernova Inc | Stock-Industrials | 2.14% | -1.04% | -6.74% | |
| 8 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.12% | -0.03% | +6.72% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.04% | +0.23% | +118.42% | |
| 10 | CGDV | Cap Group Dividend Value | ETF-Other | 1.91% | -0.07% | +225.96% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.77% | -0.01% | -11.70% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.70% | -0.18% | +200.65% | |
| 13 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 1.50% | — | — | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.49% | -0.04% | -3.63% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.42% | -0.20% | +17.66% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.41% | -0.02% | +11.65% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.26% | +0.44% | +77.49% | |
| 18 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 1.22% | +0.07% | — | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.17% | +0.21% | +8.08% | |
| 20 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.15% | -0.04% | -24.10% | |
| 21 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.13% | -0.60% | — | |
| 22 | CGBL | Cap Group Core Balanced | ETF-Other | 1.07% | -0.05% | +22.99% | |
| 23 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 1.05% | — | — | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.96% | +0.09% | +296.29% | |
| 25 | IBHF | Ishares Ibond 2026 Hy & Inc | ETF-Other | 0.93% | -0.04% | +201.14% | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.90% | -0.02% | +106.05% | |
| 27 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.88% | +0.01% | +204.34% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.88% | -0.05% | +14.39% | |
| 29 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.85% | +0.04% | +177.73% | |
| 30 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.85% | -0.05% | -8.73% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.81% | +0.02% | +5.62% | |
| 32 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.80% | +0.01% | -0.89% | |
| 33 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.79% | -0.11% | — | |
| 34 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.77% | — | — | |
| 35 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.76% | +0.26% | +0.51% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.76% | — | -0.72% | |
| 37 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.75% | -0.03% | -4.89% | |
| 38 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.73% | — | -0.64% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.68% | -0.04% | +1.78% | |
| 40 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 0.67% | -0.38% | EXIT | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.67% | -0.03% | +1.81% | |
| 42 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.66% | -0.02% | +2.08% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.65% | -0.02% | +14.87% | |
| 44 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.57% | -0.01% | +17.69% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | +0.22% | +6.93% | |
| 46 | CGGR | Cap Group Growth Equity | ETF-Other | 0.55% | — | +5.87% | |
| 47 | CGMU | Cap Group Municipal Income | ETF-Other | 0.54% | -0.01% | +18.97% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.52% | -0.13% | +54.59% | |
| 49 | FDLO | Fidelity Low Volat Fact ETF | ETF-Other | 0.51% | — | — | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.50% | -0.01% | -0.78% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QLTY | Gmo U.s. Quality ETF | +1.5% | NEW | New buy |
| 2 | PVAL | Putnam Focused Lrg Cap Value | +1.2% | NEW | New buy |
| 3 | CGDV | Cap Group Dividend Value | +1.2% | +225.96% | Add |
| 4 | SPMO | Invesco S&p 500 Momentum ETF | +1.1% | NEW | New buy |
| 5 | QGRW | Wisdomtree US Quality Growth | +1.1% | NEW | New buy |
| 6 | SPHQ | Invesco S&p 500 Quality ETF | +0.8% | NEW | New buy |
| 7 | XMHQ | Invesco S&p Midcap Qual ETF | +0.8% | NEW | New buy |
| 8 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.7% | NEW | New buy |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | +57.99% | Add |
| 10 | IBHF | Ishares Ibond 2026 Hy & Inc | +0.6% | +201.14% | Add |
| 11 | FDLO | Fidelity Low Volat Fact ETF | +0.5% | NEW | New buy |
| 12 | TSLA | Tesla Inc | +0.5% | +17.66% | Add |
| 13 | DGRW | Wisdomtree U.s. Quality Divi | +0.5% | +177.73% | Add |
| 14 | WTV | Wisdomtree U.s. Value Fund | +0.5% | NEW | New buy |
| 15 | AIRR | First Trust Rba American Ind | +0.5% | NEW | New buy |
| 16 | XMMO | Invesco S&p Midcap Momentum | +0.5% | NEW | New buy |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.4% | +77.49% | Add |
| 18 | MGC | Vanguard Mega Cap ETF | +0.4% | NEW | New buy |
| 19 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | NEW | New buy |
| 20 | JEPQ | JPM Nasdaq Equity Premium | +0.2% | NEW | New buy |
| 21 | EXR | Extra Space Storage Inc | +0.2% | NEW | New buy |
| 22 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | NEW | New buy |
| 23 | 6D8 | Dupont De Nemours Inc | +0.1% | NEW | New buy |
| 24 | IWM | Ishares Russell 2000 ETF | +0.1% | +54.59% | Add |
| 25 | SDVY | First Trust Smid Cap Rising | +0.1% | NEW | New buy |
| 26 | TMDX | Transmedics Group Inc | +0.1% | NEW | New buy |
| 27 | TBBB | BBB Foods Inc. | +0.1% | NEW | New buy |
| 28 | CPNG | Coupang Inc | +0.1% | NEW | New buy |
| 29 | UBER | Uber Technologies Inc | +0.1% | NEW | New buy |
| 30 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +68.48% | Add |
| 31 | BXSL | Blackstone Secured Lending F | +0.1% | +102.62% | Add |
| 32 | ALVO | Alvotech | +0.1% | NEW | New buy |
| 33 | IJR | Ishares Core S&p Small-cap E | +0.1% | NEW | New buy |
| 34 | FSLR | First Solar Inc | +0.1% | NEW | New buy |
| 35 | EPD | Enterprise Products Partners | +0.1% | NEW | New buy |
| 36 | HALO | Halozyme Therapeutics Inc | +0.1% | NEW | New buy |
| 37 | ONC | Beone Medicines Ltd-adr | +0.1% | NEW | New buy |
| 38 | AM6 | Amicus Therapeutics Inc | +0.1% | NEW | New buy |
| 39 | PINS | Pinterest Inc- Class A | +0.1% | NEW | New buy |
| 40 | AMZN | Amazon.com Inc | +0.1% | +8.08% | Add |
| 41 | GOOGL | Alphabet Inc-cl A | +0.1% | +14.39% | Add |
| 42 | SPEM | State Street Sp Ptf Em ETF | +0.1% | +108.39% | Add |
| 43 | EVH | Evolent Health Inc - A | +0.1% | NEW | New buy |
| 44 | MOH | Molina Healthcare Inc | +0.1% | NEW | New buy |
| 45 | NE | Noble Corporation plc | +0.1% | NEW | New buy |
| 46 | WFC | Wells Fargo & Co | +0.1% | NEW | New buy |
| 47 | ENPH | Enphase Energy Inc | +0.1% | NEW | New buy |
| 48 | RKLB | Rocket Lab Corporation | +0.1% | NEW | New buy |
| 49 | DMXF | Ishares Esg Advanc Msci Eafe | +0.1% | NEW | New buy |
| 50 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +123.03% | Add |
According to official SEC Form 13F filings, Tempus Wealth Planning, LLC reported a total U.S. public equity portfolio value of $521.5M across 247 disclosed positions in Q4 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 9.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
QLTY
市值: $4.9M
Top Position Liquidated / Trimmed
IBHD
前期市值: $2.9M
During Q4 2024, Tempus Wealth Planning, LLC's top holdings by market value included GE (4.5%)、NVDA (3.4%)、MSFT (2.8%). The largest single position, GE, represented 4.5% of total portfolio value.
In Q4 2024, Tempus Wealth Planning, LLC made 196 total portfolio adjustments, initiating 43 new buys, adding to 89 positions, trimming 48 holdings, and fully liquidating 16 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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