Tempus Wealth Planning, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 252Value: $334.8MLatest: 2025Q1

Tempus Wealth Planning, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 252 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "RNG",
  "ODD",
  null,
  "HUM",
  null,
  "FNDF",
  "FNDA",
  null,
  "ABBV",
  "GOOGL",
  null,
  "FOLD",
  "SCHH",
  "T",
  "EVH",
  null,
  "AVGO",
  "ARCC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "RXST",
  "EBAY",
  null,
  "PHK",
  null,
  "NE",
  null,
  "ALVO",
  "GIS",
  null,
  "MUC",
  "HON",
  "HD",
  "CCD",
  null,
  "MCD",
  null,
  null,
  "FNV",
  null,
  "QCOM",
  "OSCR",
  null,
  "EMXC",
  null,
  "AMAT",
  "MUB",
  "META",
  null,
  null,
  "IVW",
  "PDSB",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "FINW",
  null,
  null,
  null,
  "KMI",
  null,
  null,
  null,
  "RPD",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "ENPH",
  "GE",
  "HSY",
  "IJR",
  "EFG",
  "ORCL",
  null,
  null,
  null,
  "PYPL",
  "PEP",
  "IEMG",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  "HLN",
  "NVDA",
  "INTC",
  "GEHC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  null,
  "FNDX",
  null,
  "ROK",
  null,
  "TMDX",
  null,
  "SCHX",
  null,
  null,
  "O",
  "SNA",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  "SPYG",
  null,
  null,
  "SPLG",
  null,
  null,
  "SBUX",
  "TGT",
  "TJX",
  "MET",
  "RCL",
  "RKLB",
  "SCHW",
  "ACVA",
  null,
  null,
  null,
  null,
  null,
  "VIG",
  null,
  "TENB",
  "ULTA",
  null,
  "VYM",
  null,
  "DD",
  "MGC",
  null,
  "SRPT",
  null,
  "AMD",
  "F",
  "WM",
  "FSLR",
  "HSIC",
  "AMZN",
  "NIO",
  null,
  null,
  null,
  null,
  "NNOX",
  null,
  "IVE",
  null,
  null,
  "DOX",
  null,
  null,
  null,
  "DKNG",
  "VGT",
  "VUG",
  "VYMI",
  "VB",
  "V",
  "WMT",
  "WFC",
  null,
  null,
  null,
  "WYNN",
  null,
  null,
  null,
  null,
  "DVY",
  "SCHG",
  "SCHF",
  "SCHA",
  "JBHT",
  "JKHY",
  "LSPD",
  "LH",
  "MOH",
  "CRM",
  null,
  null,
  null,
  null,
  null,
  null,
  "GEV",
  "MCK",
  "SPYV",
  null,
  "EXR",
  "ESGU",
  null,
  "AZO",
  "BAC",
  "BRK-B",
  null,
  null,
  "BA",
  "BMY",
  "CNI",
  "CVX",
  "CSCO",
  "KO",
  "COHR",
  "CTSH",
  "COP",
  "COST",
  "CVS",
  "DDOG",
  null,
  "NKE",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "APO",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 252
Total Value: 334788602
Accession Number: 0001085146-25-002656
Form Type: 13F-HR
CIK: tempus-wealth-planning
Manager Name: Tempus-Wealth-Planning

Data Enrichment

62% identified

155 identified97 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

252 positions • $334.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 13

Sort by:

GENERAL ELECTRIC CO

GE|369604301

Shares:88.5K

Value:$17.7M

% of Portfolio:5.3% ($17.7M/$334.8M)

NVIDIA CORP

NVDA|67066G104

Shares:81.7K

Value:$8.9M

% of Portfolio:2.6% ($8.9M/$334.8M)

MICROSOFT CORP

MSFT|594918104

Shares:21.6K

Value:$8.1M

% of Portfolio:2.4% ($8.1M/$334.8M)

808524839

Shares:348.3K

Value:$8.1M

% of Portfolio:2.4% ($8.1M/$334.8M)

Apple Inc.

AAPL|037833100

Shares:36.3K

Value:$8.1M

% of Portfolio:2.4% ($8.1M/$334.8M)

14020W106

Shares:225.7K

Value:$8.0M

% of Portfolio:2.4% ($8.0M/$334.8M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:14.0K

Value:$6.5M

% of Portfolio:2.0% ($6.5M/$334.8M)

GE Vernova Inc.

GEV|36828A101

Shares:21.4K

Value:$6.5M

% of Portfolio:2.0% ($6.5M/$334.8M)

78464A805

Shares:94.7K

Value:$6.4M

% of Portfolio:1.9% ($6.4M/$334.8M)

808524201

SCHX|808524201

Shares:235.4K

Value:$5.2M

% of Portfolio:1.6% ($5.2M/$334.8M)

78468R663

Shares:55.6K

Value:$5.1M

% of Portfolio:1.5% ($5.1M/$334.8M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:9.0K

Value:$5.0M

% of Portfolio:1.5% ($5.0M/$334.8M)

464287200

IVV|464287200

Shares:8.7K

Value:$4.9M

% of Portfolio:1.5% ($4.9M/$334.8M)

921908844

VIG|921908844

Shares:23.9K

Value:$4.6M

% of Portfolio:1.4% ($4.6M/$334.8M)

90139K100

Shares:145.9K

Value:$4.6M

% of Portfolio:1.4% ($4.6M/$334.8M)

78464A854

SPLG|78464A854

Shares:69.2K

Value:$4.6M

% of Portfolio:1.4% ($4.6M/$334.8M)

46436E528

Shares:188.1K

Value:$4.4M

% of Portfolio:1.3% ($4.4M/$334.8M)

746729300

Shares:109.5K

Value:$4.2M

% of Portfolio:1.2% ($4.2M/$334.8M)

14021D107

Shares:131.4K

Value:$4.1M

% of Portfolio:1.2% ($4.1M/$334.8M)

46434V878

Shares:79.4K

Value:$4.0M

% of Portfolio:1.2% ($4.0M/$334.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
GENERAL ELECTRIC CO(GEcusip369604301)	88.5K	QoQ -0.09% (-88) YoY NEW(+88.5K)	All Managers (Combined)	$17.7M	5.3% ($17.7M/$334.8M)	QoQ +19.88% (-$2.9M) YoY NEW(+$17.7M)
NVIDIA CORP(NVDAcusip67066G104)	81.7K	QoQ +0.13% (-110) YoY +1058.01% (+74.7K)	All Managers (Combined)	$8.9M	2.6% ($8.9M/$334.8M)	QoQ -19.18% (-$2.1M) YoY +38.90% (+$2.5M)
MICROSOFT CORP(MSFTcusip594918104)	21.6K	QoQ +1.20% (-257) YoY +4.59% (-950)	All Managers (Combined)	$8.1M	2.4% ($8.1M/$334.8M)	QoQ -9.87% (-$889.5K) YoY -6.67% (-$581.1K)
(cusip808524839)✕	348.3K	QoQ +18.65% (+54.7K) YoY +197.63% (+231.3K)	All Managers (Combined)	$8.1M	2.4% ($8.1M/$334.8M)	QoQ +21.05% (+$1.4M) YoY +49.85% (+$2.7M)
Apple Inc.(AAPLcusip037833100)	36.3K	QoQ +1.00% (-362) YoY +15.44% (+4.9K)	All Managers (Combined)	$8.1M	2.4% ($8.1M/$334.8M)	QoQ -10.40% (-$936.1K) YoY +49.54% (+$2.7M)
(cusip14020W106)✕	225.7K	QoQ +27.11% (+48.1K) YoY +946.54% (+204.1K)	All Managers (Combined)	$8.0M	2.4% ($8.0M/$334.8M)	QoQ +28.48% (+$1.8M) YoY +1047.63% (+$7.3M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	14.0K	QoQ +0.22% (-32) YoY +83.14% (+6.3K)	All Managers (Combined)	$6.5M	2.0% ($6.5M/$334.8M)	QoQ -8.06% (-$574.0K) YoY +93.42% (+$3.2M)
GE Vernova Inc.(GEVcusip36828A101)	21.4K	QoQ +0.53% (-114) YoY NEW(+21.4K)	All Managers (Combined)	$6.5M	2.0% ($6.5M/$334.8M)	QoQ -6.69% (-$468.8K) YoY NEW(+$6.5M)
(cusip78464A805)✕	94.7K	QoQ -2.54% (-2.5K) YoY +0.15% (+151)	All Managers (Combined)	$6.4M	1.9% ($6.4M/$334.8M)	QoQ -7.21% (-$500.7K) YoY +6.18% (+$375.1K)
(SCHXcusip808524201)	235.4K	QoQ -2.06% (-5.0K) YoY +192.28% (+154.9K)	All Managers (Combined)	$5.2M	1.6% ($5.2M/$334.8M)	QoQ -6.71% (-$374.0K) YoY +3.99% (+$199.6K)
(cusip78468R663)✕	55.6K	QoQ -28.42% (-22.1K) YoY -36.35% (-31.8K)	All Managers (Combined)	$5.1M	1.5% ($5.1M/$334.8M)	QoQ -28.19% (-$2.0M) YoY -36.40% (-$2.9M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	9.0K	QoQ +14.17% (+1.1K) YoY +83.01% (+4.1K)	All Managers (Combined)	$5.0M	1.5% ($5.0M/$334.8M)	QoQ +8.97% (+$414.3K) YoY +95.71% (+$2.5M)
(IVVcusip464287200)	8.7K	QoQ -11.50% (-1.1K) YoY -36.07% (-4.9K)	All Managers (Combined)	$4.9M	1.5% ($4.9M/$334.8M)	QoQ -15.52% (-$897.4K) YoY -31.67% (-$2.3M)
(VIGcusip921908844)	23.9K	QoQ -4.49% (-1.1K) YoY -9.88% (-2.6K)	All Managers (Combined)	$4.6M	1.4% ($4.6M/$334.8M)	QoQ -5.38% (-$263.6K) YoY -4.26% (-$206.4K)
(cusip90139K100)✕	145.9K	QoQ -5.19% (-8.0K) YoY NEW(+145.9K)	All Managers (Combined)	$4.6M	1.4% ($4.6M/$334.8M)	QoQ -7.30% (-$359.3K) YoY NEW(+$4.6M)
(SPLGcusip78464A854)	69.2K	QoQ +15.78% (+9.4K) YoY +358.27% (+54.1K)	All Managers (Combined)	$4.6M	1.4% ($4.6M/$334.8M)	QoQ +10.44% (+$430.3K) YoY +389.78% (+$3.6M)
(cusip46436E528)✕	188.1K	QoQ +43.44% (+57.0K) YoY NEW(+188.1K)	All Managers (Combined)	$4.4M	1.3% ($4.4M/$334.8M)	QoQ +43.87% (+$1.3M) YoY NEW(+$4.4M)
(cusip746729300)✕	109.5K	QoQ +1.86% (+2.0K) YoY NEW(+109.5K)	All Managers (Combined)	$4.2M	1.2% ($4.2M/$334.8M)	QoQ +4.49% (+$179.4K) YoY NEW(+$4.2M)
(cusip14021D107)✕	131.4K	QoQ +17.11% (+19.2K) YoY +259.59% (+94.8K)	All Managers (Combined)	$4.1M	1.2% ($4.1M/$334.8M)	QoQ +16.03% (+$562.3K) YoY +282.69% (+$3.0M)
(cusip46434V878)✕	79.4K	QoQ +6.66% (+5.0K) YoY -27.03% (-29.4K)	All Managers (Combined)	$4.0M	1.2% ($4.0M/$334.8M)	QoQ +7.23% (+$271.5K) YoY -26.83% (-$1.5M)