Tempus Wealth Planning, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
TW Tempus Wealth Planning, LLC | Institutional Filer | ▼ 0.34% | $435.0M | 269 |
Current Portfolio Holdings
Showing all 269 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | GE | GE Aerospace | Industrials | 88K | $24.9M | 5.73% |
| 2 | GEV | GE Vernova Inc. | Utilities | 21K | $18.7M | 4.29% |
| 3 | NVDA | NVIDIA Corporation | Technology | 65K | $11.3M | 2.60% |
| 4 | CGDV | CAPITAL GROUP DIVIDEND VALUE | — | 246K | $10.5M | 2.41% |
| 5 | SCHZ | SCHWAB STRATEGIC TR | — | 440K | $10.2M | 2.35% |
| 6 | AAPL | Apple Inc. | Technology | 36K | $9.0M | 2.07% |
| 7 | QQQ | Invesco QQQ Trust | — | 14K | $8.2M | 1.89% |
| 8 | MSFT | Microsoft Corporation | Technology | 21K | $7.9M | 1.81% |
| 9 | SPTM | SPDR SERIES TRUST | — | 97K | $7.6M | 1.75% |
| 10 | BIL | SPDR SERIES TRUST | — | 79K | $7.3M | 1.67% |
| 11 | SCHX | SCHWAB STRATEGIC TR | — | 276K | $7.1M | 1.63% |
| 12 | SPY | SPDR S&P 500 ETF Trust | — | 11K | $6.9M | 1.58% |
| 13 | SPMO | INVESCO EXCH TRADED FD TR II | — | 55K | $6.2M | 1.42% |
| 14 | TSLA | Tesla, Inc. | Consumer Cyclical | 16K | $6.0M | 1.39% |
| 15 | CGBL | CAPITAL GROUP CORE BALANCED | — | 174K | $6.0M | 1.38% |
Showing 1 to 15 of 269 holdings