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CIK: 0001806428
Total reported value
$511.4M
$511.4M
252 檔
9.9%
As reported in its official Q1 2025 Form 13F filing, Tempus Wealth Planning, LLC's tracked investment portfolio stood at $511.4M with 252 total positions.
In Q1 2025, Tempus Wealth Planning, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 252 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GE | General Electric | Stock-Industrials | 5.29% | +0.69% | -0.10% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.65% | -0.29% | +0.13% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.43% | -0.24% | +1.20% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.41% | -0.11% | +18.65% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.41% | -0.05% | +1.01% | |
| 6 | CGDV | Cap Group Dividend Value | ETF-Other | 2.40% | +0.03% | +27.12% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.95% | +0.40% | +0.23% | |
| 8 | GEV | GE Vernova Inc | Stock-Industrials | 1.95% | +0.61% | +0.54% | |
| 9 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.92% | -0.05% | -2.55% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.55% | +0.04% | -2.06% | |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.52% | -1.01% | -28.43% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.50% | +0.15% | +14.18% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.46% | +0.15% | -11.50% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.38% | -0.07% | -4.49% | |
| 15 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 1.36% | -0.05% | -5.20% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.36% | +0.53% | +15.78% | |
| 17 | IBHF | Ishares Ibond 2026 Hy & Inc | ETF-Other | 1.30% | -0.90% | +43.44% | |
| 18 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 1.25% | +0.16% | +1.86% | |
| 19 | CGBL | Cap Group Core Balanced | ETF-Other | 1.22% | -0.07% | +17.12% | |
| 20 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.20% | -0.11% | +6.66% | |
| 21 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.17% | +0.49% | +7.99% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.10% | — | +23.30% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.00% | -0.01% | +6.16% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.98% | -0.03% | -0.44% | |
| 25 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.88% | +0.04% | +2.33% | |
| 26 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.86% | -0.02% | +4.82% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | -0.03% | +3.06% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.79% | +0.03% | -6.38% | |
| 29 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.77% | -0.09% | -7.77% | |
| 30 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 0.76% | — | -16.91% | |
| 31 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.74% | -0.12% | -0.02% | |
| 32 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.74% | -0.05% | +26.00% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.72% | -0.01% | +3.12% | |
| 34 | CGMU | Cap Group Municipal Income | ETF-Other | 0.72% | -0.05% | +37.35% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.72% | +0.07% | +1.89% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.71% | +0.06% | +5.13% | |
| 37 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.70% | +0.09% | +2.41% | |
| 38 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.70% | -0.11% | -0.21% | |
| 39 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.68% | -0.06% | -8.84% | |
| 40 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.68% | +0.29% | -9.86% | |
| 41 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.66% | -0.07% | +1.21% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.65% | -0.20% | +1.93% | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.56% | -0.07% | +2.61% | |
| 44 | CGGR | Cap Group Growth Equity | ETF-Other | 0.56% | +0.01% | +12.26% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.56% | +0.02% | +21.12% | |
| 46 | AMGN | Amgen Inc | Stock-Healthcare | 0.55% | -0.05% | -0.85% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | -0.05% | +1.72% | |
| 48 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.54% | +0.09% | — | |
| 49 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.54% | -0.15% | +133.63% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | -0.10% | +7.90% |
According to official SEC Form 13F filings, Tempus Wealth Planning, LLC reported a total U.S. public equity portfolio value of $511.4M across 252 disclosed positions in Q1 2025.
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 Q1 2025.
Top New Position Initiated
GE
市值: $17.7M
During Q1 2025, Tempus Wealth Planning, LLC's top holdings by market value included GE (5.3%)、NVDA (2.6%)、MSFT (2.4%). The largest single position, GE, represented 5.3% of total portfolio value.
In Q1 2025, Tempus Wealth Planning, LLC made 50 total portfolio adjustments, initiating 50 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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