TW

Tempus Wealth Planning, LLC

13F
Tempus Wealth Planning, LLC
Last update 2024-10-22 220 Stocks (23 new)
Value $273.00 Mil Turnover 14 %
Countries:
Top Holdings: GE(6.31%)NVDA(3.37%)MSFT(3.35%)AAPL(2.90%)BIL(2.73%)
Portfolio Report
Summary Stock Picks Current Portfolio
Tempus Wealth Planning, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GE 		GE Aerospace
91,298
17216.890
-0.06%
6.310
0%
0.010
+10.84%
+73.03%
189682.847
Aerospace & Defense
NVDA 		NVIDIA Corp
75,831
9208.950
+6.06%
3.370
+0.19%
0.000
+39.30%
+182.58%
3431992.300
Semiconductors
MSFT 		Microsoft Corp
21,230
9135.200
+1.30%
3.350
+0.04%
0.000
+4.32%
+10.02%
3059156.044
Software
AAPL 		Apple Inc
33,951
7910.590
+0.06%
2.900
0%
0.000
+6.90%
+16.50%
3377630.649
Hardware
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF
81,307
7464.840
-8.90%
2.730
-0.30%
0.020
+0.03%
+0.12%
33255.172
 
IVV 		iShares Core S&P 500 ETF
11,117
6412.510
-5.06%
2.350
-0.14%
0.000
+11.40%
+21.33%
545905.122
 
SCHZ 		Schwab US Aggregate Bond ETF
268,780
6386.230
+110.92%
2.340
+1.23%
0.040
-1.95%
-1.03%
8379.024
 
SPTM 		SPDR Portfolio S&P 1500 Composite Stock Market ETF
91,035
6377.890
+0.34%
2.340
+0.01%
0.070
+11.36%
+20.56%
9280.885
 
GEV 		GE Vernova Inc
22,832
5821.700
0%
2.130
0%
0.010
+94.63%
0%
87042.938
Utilities - Independent Power Producers
SCHX 		Schwab U.S. Large-Cap ETF
239,880
5425.270
+198.35%
1.990
+1.32%
0.000
+11.93%
+21.28%
50142.900
 

Tempus Wealth Planning, LLC's Historical Top Holdings Breakdowns

Tempus Wealth Planning, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHX 		Schwab U.S. Large-Cap ETF2024-09-30Add
+1.32%
●
20.37 ($21.79) 22.62
$22.80
4.64%
Add 198.35%
239,880
53,159
SCHZ 		Schwab US Aggregate Bond ETF2024-09-30Add
+1.23%
●
22.6 ($23.41) 23.93
$23.07
-1.45%
Add 110.92%
268,780
70,674
IBHD 		iShares iBonds 2024 Term High Yield and Income ETF2024-09-30New Buy
+1.08%
●
23.11 ($23.2) 23.29
$23.20
0%
New holding
126,350
126,350
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-09-30Add
+0.81%
●
23.16 ($25.16) 26.42
$26.44
5.09%
Add 296.35%
114,312
21,368
FNDX 		Schwab Fundamental U.S. Large Company ETF2024-09-30Add
+0.70%
●
21.79 ($23.01) 23.92
$23.88
3.78%
Add 198.36%
119,853
26,561
SCHF 		Schwab International Equity ETF2024-09-30Add
+0.58%
●
18.49 ($19.77) 20.77
$19.80
0.15%
Add 99.03%
154,226
38,370
IBHF 		iShares iBonds 2026 Term High Yield and Income ETF2024-09-30New Buy
+0.37%
●
22.76 ($23.08) 23.41
$23.22
0.61%
New holding
43,544
43,544
SPY 		S&P 500 ETF TRUST ETF2024-09-30Add
+0.35%
●
517.38 ($552.93) 573.76
$576.65
4.29%
Add 31.37%
7,056
1,685
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2024-09-30Reduce
-0.30%
●
91.42 ($91.63) 91.82
$91.50
-0.14%
Reduce -8.9%
81,307
-7,943
INTC 		Intel Corp2024-09-30Add
+0.26%
●
18.89 ($24.97) 34.87
$23.32
-6.61%
Add 288.98%
40,874
30,366

Tempus Wealth Planning, LLC Total Holding History ($B)

To

Tempus Wealth Planning, LLC's Asset Allocation

To

Tempus Wealth Planning, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Tempus Wealth Planning, LLC's Hypothetical Growth since 2024-09-30

Tempus Wealth Planning, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Tempus Wealth Planning, LLC's Holdings Heat Map

Size field:

Tempus Wealth Planning, LLC's Holdings Bubble Chart

Tempus Wealth Planning, LLC News

  • 1

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