13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001806428
Total reported value
$511.4M
$511.4M
247 檔
9.9%
According to the latest 13F quarterly dataset, Tempus Wealth Planning, LLC managed an equity portfolio of $511.4M 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 23 new positions and adding to 17 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% | +0.69% | -3.02% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.35% | -0.29% | +7.62% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.75% | -0.24% | +0.70% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.75% | -0.05% | +5.85% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.17% | +0.40% | +57.99% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.17% | -1.01% | -4.45% | |
| 7 | GEV | GE Vernova Inc | Stock-Industrials | 2.14% | +0.61% | -6.74% | |
| 8 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.12% | -0.05% | +6.72% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.04% | -0.11% | +118.42% | |
| 10 | CGDV | Cap Group Dividend Value | ETF-Other | 1.91% | +0.03% | +225.96% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.77% | +0.15% | -11.70% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.70% | +0.04% | +200.65% | |
| 13 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 1.50% | -0.05% | — | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.49% | -0.07% | -3.63% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.42% | — | +17.66% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.41% | +0.15% | +11.65% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.26% | +0.53% | +77.49% | |
| 18 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 1.22% | +0.16% | — | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.17% | -0.03% | +8.08% | |
| 20 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.15% | -0.11% | -24.10% | |
| 21 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.13% | +0.49% | — | |
| 22 | CGBL | Cap Group Core Balanced | ETF-Other | 1.07% | -0.07% | +22.99% | |
| 23 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 1.05% | — | — | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.96% | +0.03% | +296.29% | |
| 25 | IBHF | Ishares Ibond 2026 Hy & Inc | ETF-Other | 0.93% | -0.90% | +201.14% | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.90% | -0.01% | +106.05% | |
| 27 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.88% | +0.04% | +204.34% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.88% | +0.07% | +14.39% | |
| 29 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.85% | -0.02% | +177.73% | |
| 30 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.85% | -0.09% | -8.73% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.81% | -0.03% | +5.62% | |
| 32 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.80% | +0.09% | -0.89% | |
| 33 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.79% | +0.08% | — | |
| 34 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.77% | -0.11% | — | |
| 35 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.76% | +0.29% | +0.51% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.76% | -0.01% | -0.72% | |
| 37 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.75% | -0.06% | -4.89% | |
| 38 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.73% | -0.12% | -0.64% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.68% | -0.20% | +1.78% | |
| 40 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 0.67% | -0.28% | — | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.67% | -0.07% | +1.81% | |
| 42 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.66% | -0.07% | +2.08% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.65% | +0.06% | +14.87% | |
| 44 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.57% | -0.05% | +17.69% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | -0.05% | +6.93% | |
| 46 | CGGR | Cap Group Growth Equity | ETF-Other | 0.55% | +0.01% | +5.87% | |
| 47 | CGMU | Cap Group Municipal Income | ETF-Other | 0.54% | -0.05% | +18.97% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.52% | +0.02% | +54.59% | |
| 49 | FDLO | Fidelity Low Volat Fact ETF | ETF-Other | 0.51% | -0.03% | — | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.50% | -0.05% | -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 | AMZN | Amazon.com Inc | +0.1% | +8.08% | Add |
| 34 | GOOGL | Alphabet Inc-cl A | +0.1% | +14.39% | Add |
| 35 | CGBL | Cap Group Core Balanced | 0% | +22.99% | Add |
| 36 | GEV | GE Vernova Inc | 0% | -6.74% | Trim |
| 37 | JPM | Jpmorgan Chase & Co | — | +5.62% | Add |
| 38 | NVDA | Nvidia CORP | 0% | +7.62% | Add |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +11.65% | Add |
| 40 | AAPL | Apple Inc | -0.2% | +5.85% | Add |
| 41 | IEP | Icahn Enterprises LP | -0.2% | EXIT | Sold out |
| 42 | SPTM | Ss Spdr P S&p 1500 Comp ETF | -0.2% | +6.72% | Add |
| 43 | ESGU | Ishares Esg Aware Msci USA | -0.2% | -19.01% | Trim |
| 44 | INTC | Intel CORP | -0.3% | -74.14% | Trim |
| 45 | GEHC | GE Healthcare Technology | -0.3% | -0.64% | Trim |
| 46 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.6% | -4.45% | Trim |
| 47 | IVV | Ishares Core S&p 500 ETF | -0.6% | -11.70% | Trim |
| 48 | ICSH | Ishares Ultra Short Duration | -0.7% | -24.10% | Trim |
| 49 | IBHD | Ishares Ibonds 2024 H/y Inc | -1.1% | EXIT | Sold out |
| 50 | GE | General Electric | -1.8% | -3.02% | 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 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 9.9% 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 50 total portfolio adjustments, initiating 23 new buys, adding to 17 positions, trimming 8 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.