Tempus Wealth Planning, LLC Top Holdings and 13F Report (2024)

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About Tempus Wealth Planning, LLC

Investment Activity

Tempus Wealth Planning, LLC has $227.27 million in total holdings as of March 31, 2024.
Tempus Wealth Planning, LLC owns shares of 191 different stocks, but just 80 companies or ETFs make up 80% of its holdings.
Approximately 18.02% of the portfolio was purchased this quarter.
About 23.31% of the portfolio was sold this quarter.
This quarter, Tempus Wealth Planning, LLC has purchased 192 new stocks and bought additional shares in 90 stocks.
Tempus Wealth Planning, LLC sold shares of 59 stocks and completely divested from 22 stocks this quarter.

Largest Holdings

GENERAL ELECTRIC CO: $15,966,995
Microsoft: $8,702,518
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF: $8,020,199
iShares Core S&P 500 ETF: $7,144,145
NVIDIA: $6,376,430

Largest New Holdings this Quarter

GENERAL ELECTRIC CO: $15,966,995 Holding
Capital Group Growth ETF: $1,109,445 Holding
SPDR Portfolio S&P 500 Growth ETF: $1,066,458 Holding
CAPITAL GROUP CORE BALANCED: $1,063,330 Holding
iShares Core Dividend ETF: $912,740 Holding

Largest Purchases this Quarter

GENERAL ELECTRIC CO: 90,964 shares (about $15.97M)
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF: 31,220 shares (about $2.87M)
Capital Group Growth ETF: 34,681 shares (about $1.11M)
SPDR Portfolio S&P 500 Growth ETF: 14,579 shares (about $1.07M)
CAPITAL GROUP CORE BALANCED: 36,528 shares (about $1.06M)

Largest Sales this Quarter

BlackRock Ultra Short-Term Bond ETF: 72,818 shares (about $3.68M)
SPDR Portfolio Aggregate Bond ETF: 85,503 shares (about $2.16M)
SPDR Portfolio Short Term Treasury ETF: 65,760 shares (about $1.90M)
iShares Gold Trust: 40,353 shares (about $1.70M)
SPDR Bloomberg International Corporate Bond ETF: 55,393 shares (about $1.61M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
GENERAL ELECTRIC CO	$15,966,995	$15,966,995 ▲	New Holding	90,964	7.0%	COM
MSFT Microsoft	$8,702,518	$34,078 ▲	0.4%	20,685	3.8%	Computer and Technology
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$8,020,199	$2,865,996 ▲	55.6%	87,366	3.5%	ETF
IVV iShares Core S&P 500 ETF	$7,144,145	$444,768 ▼	-5.9%	13,589	3.1%	ETF
NVDA NVIDIA	$6,376,430	$20,782 ▼	-0.3%	7,057	2.8%	Computer and Technology
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$6,063,900	$170,767 ▼	-2.7%	94,527	2.7%	ETF
ICSH BlackRock Ultra Short-Term Bond ETF	$5,499,451	$3,681,671 ▼	-40.1%	108,771	2.4%	ETF
AAPL Apple	$5,391,826	$1,566,464 ▼	-22.5%	31,443	2.4%	Computer and Technology
SCHZ Schwab U.S. Aggregate Bond ETF	$5,382,874	$949,578 ▲	21.4%	117,019	2.4%	ETF
SCHX Schwab US Large-Cap ETF	$4,998,871	$193,441 ▼	-3.7%	80,549	2.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$4,835,150	$38,348 ▼	-0.8%	26,478	2.1%	ETF
QQQ Invesco QQQ	$3,382,813	$152,291 ▲	4.7%	7,619	1.5%	Finance
SPAB SPDR Portfolio Aggregate Bond ETF	$3,190,500	$2,161,524 ▼	-40.4%	126,206	1.4%	ETF
SPTS SPDR Portfolio Short Term Treasury ETF	$3,033,982	$1,901,788 ▼	-38.5%	104,909	1.3%	ETF
SCHF Schwab International Equity ETF	$3,014,841	$6,868 ▼	-0.2%	77,264	1.3%	ETF
GEHC GE HealthCare Technologies	$2,795,573		0.0%	30,751	1.2%	Medical
PFF iShares Preferred and Income Securities ETF	$2,776,136	$21,626 ▼	-0.8%	86,135	1.2%	ETF
FNDX Schwab Fundamental U.S. Large Company Index ETF	$2,666,218	$96,705 ▲	3.8%	39,564	1.2%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$2,657,912	$7,139 ▼	-0.3%	28,666	1.2%	ETF
SPY SPDR S&P 500 ETF Trust	$2,570,794	$195,621 ▼	-7.1%	4,915	1.1%	Finance
AMZN Amazon.com	$2,375,443	$34,453 ▼	-1.4%	13,169	1.0%	Retail/Wholesale
VTI Vanguard Total Stock Market ETF	$2,318,568	$122,153 ▼	-5.0%	8,921	1.0%	ETF
IYW iShares U.S. Technology ETF	$2,229,745	$34,036 ▲	1.6%	16,509	1.0%	Manufacturing
ESGU iShares ESG Aware MSCI USA ETF	$2,099,744	$127,031 ▼	-5.7%	18,265	0.9%	Manufacturing
DVY iShares Select Dividend ETF	$2,006,725	$739,449 ▲	58.3%	16,291	0.9%	ETF
IUSB iShares Core Total USD Bond Market ETF	$1,983,621	$110,920 ▲	5.9%	43,510	0.9%	Manufacturing
TGT Target	$1,858,192	$17,366 ▼	-0.9%	10,486	0.8%	Retail/Wholesale
KMI Kinder Morgan	$1,835,761	$171,552 ▲	10.3%	100,096	0.8%	Oils/Energy
JPM JPMorgan Chase & Co.	$1,823,143	$54,081 ▲	3.1%	9,102	0.8%	Finance
LLY Eli Lilly and Company	$1,779,972	$44,344 ▲	2.6%	2,288	0.8%	Medical
GOOGL Alphabet	$1,774,031	$113,197 ▲	6.8%	11,754	0.8%	Computer and Technology
VYM Vanguard High Dividend Yield ETF	$1,655,022	$1,344,199 ▼	-44.8%	13,679	0.7%	ETF
ORCL Oracle	$1,514,065	$12,058 ▲	0.8%	12,054	0.7%	Computer and Technology
VZ Verizon Communications	$1,508,995	$95,081 ▼	-5.9%	35,963	0.7%	Computer and Technology
DIS Walt Disney	$1,474,651	$10,523 ▼	-0.7%	12,052	0.6%	Consumer Discretionary
AMGN Amgen	$1,471,091	$9,951 ▲	0.7%	5,174	0.6%	Medical
FNDF Schwab Fundamental International Large Company Index ETF	$1,467,524	$67,410 ▲	4.8%	41,211	0.6%	ETF
SPLV Invesco S&P 500 Low Volatility ETF	$1,447,164	$66,199 ▼	-4.4%	21,970	0.6%	ETF
ENB Enbridge	$1,421,512		0.0%	39,290	0.6%	Oils/Energy
HON Honeywell International	$1,394,953	$564,262 ▲	67.9%	6,796	0.6%	Multi-Sector Conglomerates
WMT Walmart	$1,379,901	$926,272 ▲	204.2%	22,933	0.6%	Retail/Wholesale
ROK Rockwell Automation	$1,318,851	$90,604 ▼	-6.4%	4,527	0.6%	Industrial Products
PEP PepsiCo	$1,292,746	$47,076 ▲	3.8%	7,387	0.6%	Consumer Staples
JNJ Johnson & Johnson	$1,291,908	$31,163 ▲	2.5%	8,167	0.6%	Medical
DSI iShares MSCI KLD 400 Social ETF	$1,276,122	$22,581 ▼	-1.7%	12,659	0.6%	ETF
BA Boeing	$1,243,628	$47,090 ▲	3.9%	6,444	0.5%	Aerospace
EFV iShares MSCI EAFE Value ETF	$1,211,434	$38,570 ▼	-3.1%	22,269	0.5%	ETF
TSLA Tesla	$1,210,381	$167,186 ▲	16.0%	6,885	0.5%	Auto/Tires/Trucks
SPTL SPDR Portfolio Long Term Treasury ETF	$1,195,007	$61,469 ▼	-4.9%	42,770	0.5%	ETF
JBHT J.B. Hunt Transport Services	$1,151,779	$30,483 ▲	2.7%	5,781	0.5%	Transportation
BAC Bank of America	$1,143,516	$1,251 ▼	-0.1%	30,156	0.5%	Finance
TJX TJX Companies	$1,109,522	$43,610 ▲	4.1%	10,940	0.5%	Retail/Wholesale
CGGR Capital Group Growth ETF	$1,109,445	$1,109,445 ▲	New Holding	34,681	0.5%	ETF
SCHH Schwab U.S. REIT ETF	$1,108,055	$36,012 ▲	3.4%	54,584	0.5%	ETF
EFG iShares MSCI EAFE Growth ETF	$1,083,879	$17,437 ▼	-1.6%	10,443	0.5%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$1,066,458	$1,066,458 ▲	New Holding	14,579	0.5%	ETF
IBND SPDR Bloomberg International Corporate Bond ETF	$1,064,651	$1,612,507 ▼	-60.2%	36,573	0.5%	ETF
CAPITAL GROUP CORE BALANCED	$1,063,330	$1,063,330 ▲	New Holding	36,528	0.5%	SHS
META Meta Platforms	$1,059,050	$22,337 ▲	2.2%	2,181	0.5%	Computer and Technology
WM Waste Management	$1,058,077	$426 ▲	0.0%	4,964	0.5%	Business Services
PKW Invesco BuyBack Achievers ETF	$1,052,289	$134,418 ▲	14.6%	9,723	0.5%	ETF
DKNG DraftKings	$1,050,697	$217,559 ▼	-17.2%	23,138	0.5%	Consumer Discretionary
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$1,027,987	$464,871 ▲	82.6%	9,438	0.5%	Finance
NNOX Nano-X Imaging	$1,027,951	$46,408 ▲	4.7%	105,215	0.5%	Business Services
COST Costco Wholesale	$1,009,629	$97,446 ▲	10.7%	1,378	0.4%	Retail/Wholesale
EBND SPDR Bloomberg Barclays Emerging Markets Local Bond ETF	$1,006,179	$1,488,728 ▼	-59.7%	49,082	0.4%	ETF
HSY Hershey	$972,428	$16,337 ▲	1.7%	5,000	0.4%	Consumer Staples
WYNN Wynn Resorts	$945,270	$22,387 ▼	-2.3%	9,247	0.4%	Consumer Discretionary
SPLG SPDR Portfolio S&P 500 ETF	$929,103	$663,847 ▲	250.3%	15,100	0.4%	ETF
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$916,566	$153,447 ▼	-14.3%	12,030	0.4%	Manufacturing
DIVB iShares Core Dividend ETF	$912,740	$912,740 ▲	New Holding	20,511	0.4%	ETF
CSCO Cisco Systems	$909,363	$28,449 ▲	3.2%	18,220	0.4%	Computer and Technology
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF	$903,928	$11,941 ▲	1.3%	11,506	0.4%	ETF
CNI Canadian National Railway	$890,491	$30,162 ▲	3.5%	6,761	0.4%	Transportation
PFXF VanEck Preferred Securities ex Financials ETF	$884,500		0.0%	50,000	0.4%	ETF
APO Apollo Global Management	$877,110	$877,110 ▲	New Holding	7,800	0.4%	Finance
BRK.B Berkshire Hathaway	$849,030	$849,030 ▲	New Holding	2,019	0.4%	Finance
SPYV SPDR Portfolio S&P 500 Value ETF	$836,370	$836,370 ▲	New Holding	16,694	0.4%	ETF
AOA iShares Core Aggressive Allocation ETF	$811,166	$20,496 ▲	2.6%	11,042	0.4%	ETF
SCHA Schwab US Small-Cap ETF	$807,093	$788 ▼	-0.1%	16,391	0.4%	ETF
AMAT Applied Materials	$776,665	$825 ▲	0.1%	3,766	0.3%	Computer and Technology
MBB iShares MBS ETF	$770,598	$154,619 ▲	25.1%	8,338	0.3%	ETF
PYPL PayPal	$760,591	$321,211 ▲	73.1%	11,354	0.3%	Computer and Technology
MRK Merck & Co., Inc.	$752,775	$40,509 ▲	5.7%	5,705	0.3%	Medical
TLT iShares 20+ Year Treasury Bond ETF	$751,377	$213,652 ▲	39.7%	7,941	0.3%	ETF
HD Home Depot	$750,702	$49,868 ▲	7.1%	1,957	0.3%	Retail/Wholesale
IJR iShares Core S&P Small-Cap ETF	$733,632	$440,091 ▲	149.9%	6,638	0.3%	ETF
SCHO Schwab Short-Term U.S. Treasury ETF	$728,067	$94,250 ▲	14.9%	15,102	0.3%	ETF
RCL Royal Caribbean Cruises	$726,883	$54,214 ▼	-6.9%	5,229	0.3%	Consumer Discretionary
RTX RTX	$720,624	$20,676 ▲	3.0%	7,389	0.3%	Aerospace
V Visa	$715,235	$123,345 ▲	20.8%	2,563	0.3%	Business Services
CGDV Capital Group Dividend Value ETF	$700,876	$311,974 ▲	80.2%	21,565	0.3%	ETF
CGMU Capital Group Municipal Income ETF	$699,235	$266,265 ▲	61.5%	25,888	0.3%	ETF
PFFA Virtus InfraCap U.S. Preferred Stock ETF	$628,500		0.0%	30,000	0.3%	ETF
BMY Bristol-Myers Squibb	$613,775	$402,278 ▲	190.2%	11,318	0.3%	Medical
NANR SPDR S&P North American Natural Resources ETF	$611,951	$611,951 ▲	New Holding	11,212	0.3%	ETF
TQQQ ProShares UltraPro QQQ	$606,552	$185 ▲	0.0%	9,853	0.3%	ETF
EXR Extra Space Storage	$599,466	$599,466 ▲	New Holding	4,078	0.3%	Finance
AMD Advanced Micro Devices	$591,105	$47,830 ▲	8.8%	3,275	0.3%	Computer and Technology
AOR iShares Core Growth Allocation ETF	$589,894	$15,978 ▲	2.8%	10,596	0.3%	ETF
CAPITAL GROUP DIVIDEND GROWE	$588,633	$366,321 ▲	164.8%	20,560	0.3%	SHS ETF
SNA Snap-on	$588,349	$30,514 ▲	5.5%	1,986	0.3%	Consumer Discretionary
GOVT iShares U.S. Treasury Bond ETF	$570,457	$69,949 ▼	-10.9%	25,053	0.3%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$562,734	$148,572 ▲	35.9%	3,424	0.2%	ETF
SCHC Schwab International Small-Cap Equity ETF	$554,828	$10,310 ▲	1.9%	15,498	0.2%	ETF
CGUS Capital Group Core Equity ETF	$554,368	$289,009 ▲	108.9%	17,791	0.2%	ETF
FMB First Trust Managed Municipal ETF	$545,135	$30,456 ▼	-5.3%	10,614	0.2%	Manufacturing
CCD Calamos Dynamic Convertible and Income Fund	$536,629		0.0%	24,616	0.2%	Financial Services
SCHE Schwab Emerging Markets Equity ETF	$500,859	$15,074 ▲	3.1%	19,836	0.2%	ETF
XLY Consumer Discretionary Select Sector SPDR Fund	$494,112	$3,494 ▲	0.7%	2,687	0.2%	Finance
IJH iShares Core S&P Mid-Cap ETF	$487,681	$408,294 ▲	514.3%	8,029	0.2%	ETF
CVX Chevron	$483,315	$12,619 ▲	2.7%	3,064	0.2%	Oils/Energy
IEMG iShares Core MSCI Emerging Markets ETF	$473,688	$52,219 ▼	-9.9%	9,180	0.2%	ETF
FNV Franco-Nevada	$472,030	$472,030 ▲	New Holding	3,961	0.2%	Basic Materials
XLF Financial Select Sector SPDR Fund	$471,365	$42 ▲	0.0%	11,191	0.2%	ETF
ABBV AbbVie	$467,633	$45,707 ▲	10.8%	2,568	0.2%	Medical
PTLC Pacer Trendpilot US Large Cap ETF	$466,988		0.0%	9,786	0.2%	ETF
HLN Haleon	$465,365	$18,135 ▲	4.1%	54,813	0.2%	Medical
IWM iShares Russell 2000 ETF	$456,699	$33,012 ▲	7.8%	2,172	0.2%	Finance
STZ Constellation Brands	$452,733	$1,630 ▼	-0.4%	1,666	0.2%	Consumer Staples
EBAY eBay	$450,688	$13,406 ▲	3.1%	8,539	0.2%	Retail/Wholesale
SQ Block	$434,741	$6,090 ▼	-1.4%	5,140	0.2%	Business Services
JEPI JPMorgan Equity Premium Income ETF	$432,851	$28,351 ▼	-6.1%	7,481	0.2%	ETF
GDX VanEck Gold Miners ETF	$431,265	$431,265 ▲	New Holding	13,639	0.2%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$430,544	$8,913 ▼	-2.0%	4,396	0.2%	Finance
ET Energy Transfer	$423,231	$218,741 ▲	107.0%	26,906	0.2%	Oils/Energy
PTNQ Pacer Trendpilot 100 ETF	$420,734		0.0%	6,126	0.2%	ETF
FNDA Schwab Fundamental U.S. Small Company Index ETF	$409,875	$14,200 ▲	3.6%	7,187	0.2%	ETF
NOBL ProShares S&P 500 Aristocrats ETF	$408,784		0.0%	4,031	0.2%	ETF
USMV iShares MSCI USA Min Vol Factor ETF	$396,838	$38,029 ▼	-8.7%	4,748	0.2%	ETF
RNRG Global X Renewable Energy Producers ETF	$392,307	$36,337 ▲	10.2%	39,828	0.2%	ETF
COP ConocoPhillips	$386,422		0.0%	3,036	0.2%	Oils/Energy
INTC Intel	$385,476	$18,331 ▼	-4.5%	8,727	0.2%	Computer and Technology
XOM Exxon Mobil	$384,041	$25,223 ▲	7.0%	3,304	0.2%	Oils/Energy
GLD SPDR Gold Shares	$372,559		0.0%	1,811	0.2%	Finance
CHY Calamos Convertible and High Income Fund	$360,973		0.0%	30,565	0.2%	Financial Services
DOX Amdocs	$359,401	$30,093 ▲	9.1%	3,977	0.2%	Computer and Technology
LH Laboratory Co. of America	$352,980	$28,833 ▲	8.9%	1,616	0.2%	Medical
NKE NIKE	$340,350	$98,008 ▲	40.4%	3,622	0.1%	Consumer Discretionary
SCHW Charles Schwab	$340,206	$89,048 ▲	35.5%	4,703	0.1%	Finance
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF	$336,285	$17,572 ▲	5.5%	12,114	0.1%	ETF
CTSH Cognizant Technology Solutions	$329,698	$29,386 ▲	9.8%	4,499	0.1%	Computer and Technology
HSIC Henry Schein	$328,285	$29,755 ▲	10.0%	4,347	0.1%	Medical
IGV iShares Expanded Tech-Software Sector ETF	$328,031	$235,343 ▲	253.9%	3,847	0.1%	ETF
MCD McDonald's	$325,774	$14,103 ▲	4.5%	1,155	0.1%	Retail/Wholesale
AIRC Apartment Income REIT	$324,700		0.0%	10,000	0.1%	Finance
UNH UnitedHealth Group	$322,394	$104,333 ▲	47.8%	652	0.1%	Medical
PZA Invesco National AMT-Free Municipal Bond ETF	$320,156		0.0%	13,435	0.1%	ETF
MA Mastercard	$317,355	$25,042 ▲	8.6%	659	0.1%	Business Services
PFE Pfizer	$315,712	$142,413 ▼	-31.1%	11,377	0.1%	Medical
LMT Lockheed Martin	$315,334	$31,852 ▲	11.2%	693	0.1%	Aerospace
GMOM Cambria Global Momentum ETF	$314,974	$105,156 ▼	-25.0%	10,822	0.1%	ETF
AMPLIFY ETF TR	$309,989	$309,989 ▲	New Holding	74,160	0.1%	AMPLIFY ALTERNAT
AMPLIFY ETF TR	$302,469	$302,469 ▲	New Holding	5,746	0.1%	AMPLIFY MOBILE P
USXF iShares ESG Advanced MSCI USA ETF	$301,196	$31,605 ▲	11.7%	6,671	0.1%	Manufacturing
VCSH Vanguard Short-Term Corporate Bond ETF	$292,000		0.0%	3,777	0.1%	ETF
CGCP Capital Group Core Plus Income ETF	$289,979	$289,979 ▲	New Holding	12,911	0.1%	ETF
CIBR First Trust Nasdaq Cybersecurity ETF	$289,619	$144,922 ▼	-33.4%	5,136	0.1%	Manufacturing
FDN First Trust Dow Jones Internet Index Fund	$282,614	$161,201 ▼	-36.3%	1,378	0.1%	ETF
CRM Salesforce	$282,206	$15,059 ▲	5.6%	937	0.1%	Computer and Technology
XBI SPDR S&P Biotech ETF	$277,743	$163,685 ▼	-37.1%	2,927	0.1%	ETF
SBUX Starbucks	$277,369	$8,042 ▲	3.0%	3,035	0.1%	Retail/Wholesale
CGGO Capital Group Global Growth Equity ETF	$277,200	$277,200 ▲	New Holding	9,625	0.1%	ETF
LCTU BlackRock U.S. Carbon Transition Readiness ETF	$272,812	$272,812 ▲	New Holding	4,752	0.1%	ETF
SUSC iShares ESG Aware USD Corporate Bond ETF	$272,707	$45,152 ▲	19.8%	11,862	0.1%	Manufacturing
ACES ALPS Clean Energy ETF	$270,830	$24,991 ▼	-8.4%	9,125	0.1%	ETF
QCOM QUALCOMM	$270,485	$1,693 ▼	-0.6%	1,598	0.1%	Computer and Technology
MET MetLife	$267,834	$12,673 ▲	5.0%	3,614	0.1%	Finance
MUC BlackRock MuniHoldings California Quality Fund	$260,464		0.0%	23,657	0.1%	Finance
T AT&T	$252,307	$123,144 ▼	-32.8%	14,336	0.1%	Computer and Technology
TLH iShares 10-20 Year Treasury Bond ETF	$248,711	$35,290 ▼	-12.4%	2,368	0.1%	ETF
GOOG Alphabet	$243,616		0.0%	1,600	0.1%	Computer and Technology
SHY iShares 1-3 Year Treasury Bond ETF	$242,314		0.0%	2,963	0.1%	Manufacturing
GSK GSK	$241,315		0.0%	5,629	0.1%	Medical
GIS General Mills	$240,347	$3,219 ▲	1.4%	3,435	0.1%	Consumer Staples
EUSB iShares ESG Advanced Total USD Bond Market ETF	$237,021	$26,083 ▲	12.4%	5,534	0.1%	ETF
MDLZ Mondelez International	$234,080	$13,510 ▲	6.1%	3,344	0.1%	Consumer Staples
VB Vanguard Small-Cap ETF	$228,819		0.0%	1,001	0.1%	ETF
CVS CVS Health	$221,972	$336,348 ▼	-60.2%	2,783	0.1%	Retail/Wholesale
AMLP Alerian MLP ETF	$221,116	$35,690 ▼	-13.9%	4,659	0.1%	ETF
VGT Vanguard Information Technology ETF	$220,596		0.0%	421	0.1%	ETF
SOXX iShares Semiconductor ETF	$217,561	$217,561 ▲	New Holding	963	0.1%	ETF
SCHP Schwab U.S. TIPS ETF	$217,299	$27,593 ▼	-11.3%	4,166	0.1%	ETF
MUB iShares National Muni Bond ETF	$213,048		0.0%	1,980	0.1%	ETF
IAU iShares Gold Trust	$209,630	$1,695,230 ▼	-89.0%	4,990	0.1%	Finance
XSD SPDR S&P Semiconductor ETF	$207,033	$87,037 ▼	-29.6%	892	0.1%	ETF
AVGO Broadcom	$202,788	$202,788 ▲	New Holding	153	0.1%	Computer and Technology
VUG Vanguard Growth ETF	$200,324	$200,324 ▲	New Holding	582	0.1%	ETF
F Ford Motor	$139,715	$5,006 ▼	-3.5%	10,521	0.1%	Auto/Tires/Trucks
PHK PIMCO High Income Fund	$126,163	$12,049 ▼	-8.7%	25,539	0.1%	Finance
INDI indie Semiconductor	$121,174	$121,174 ▲	New Holding	17,115	0.1%	Computer and Technology
GE General Electric	$0	$11,625,749 ▼	-100.0%	0	0.0%	Transportation
JNK SPDR Bloomberg High Yield Bond ETF	$0	$2,889,777 ▼	-100.0%	0	0.0%	Finance
IVW iShares S&P 500 Growth ETF	$0	$2,397,492 ▼	-100.0%	0	0.0%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$0	$1,973,667 ▼	-100.0%	0	0.0%	ETF
VOE Vanguard Mid-Cap Value ETF	$0	$1,873,094 ▼	-100.0%	0	0.0%	ETF
DFIV Dimensional International Value ETF	$0	$1,785,552 ▼	-100.0%	0	0.0%	ETF
DFAT Dimensional U.S. Targeted Value ETF	$0	$1,631,283 ▼	-100.0%	0	0.0%	ETF
VIGI Vanguard International Dividend Appreciation ETF	$0	$1,619,250 ▼	-100.0%	0	0.0%	ETF
SPIP SPDR Portfolio TIPS ETF	$0	$1,465,672 ▼	-100.0%	0	0.0%	ETF
ISCG iShares Morningstar Small-Cap Growth ETF	$0	$1,449,360 ▼	-100.0%	0	0.0%	ETF
DFAE Dimensional Emerging Core Equity Market ETF	$0	$1,429,554 ▼	-100.0%	0	0.0%	ETF
DFIS Dimensional International Small Cap ETF	$0	$974,196 ▼	-100.0%	0	0.0%	ETF
IPAY Amplify Mobile Payments ETF	$0	$395,367 ▼	-100.0%	0	0.0%	ETF
MJ Amplify Alternative Harvest ETF	$0	$335,494 ▼	-100.0%	0	0.0%	ETF
HRL Hormel Foods	$0	$293,100 ▼	-100.0%	0	0.0%	Consumer Staples
IBM International Business Machines	$0	$277,054 ▼	-100.0%	0	0.0%	Computer and Technology
EA Electronic Arts	$0	$272,936 ▼	-100.0%	0	0.0%	Consumer Discretionary
IWC iShares Micro-Cap ETF	$0	$253,177 ▼	-100.0%	0	0.0%	ETF
DFLV Dimensional US Large Cap Value ETF	$0	$214,642 ▼	-100.0%	0	0.0%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$0	$201,301 ▼	-100.0%	0	0.0%	ETF
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	$0	$183,779 ▼	-100.0%	0	0.0%	Manufacturing
PCK PIMCO California Municipal Income Fund II	$0	$78,747 ▼	-100.0%	0	0.0%	Financial Services

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Tempus Wealth Planning, LLC Top Holdings and 13F Report (2024)

About Tempus Wealth Planning, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

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Latest 13F Holdings and Changes Since Previous Quarterly Filing

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Tempus Wealth Planning, LLC Top Holdings and 13F Report (2024)

About Tempus Wealth Planning, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofTempus Wealth Planning, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information