Tempus Wealth Planning, LLC Portfolio Holdings
Q3 2025•273 long positions•$432.2M portfolio value
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Holding287 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Aerospace & Defense Industrials | $26.6M 6.16% | +$17.1K Bought | 0.008% 88.5K shares | 88.4K → 88.5K +$17.1K | +0.06% | $319.00B Mega Cap | Q4 2019 Held for 5y 11m | |
Renewable Utilities Utilities | $13.1M 3.04% | +$2.5K Bought | 0.008% 21.4K shares | 21.4K → 21.4K +$2.5K | +0.02% | $167.39B Large Cap | Q2 2024 Held for 1y 5m | |
Semiconductors Technology | $12.1M 2.8% | -$1.3M Sold | 0.0% 64.9K shares | 72.0K → 64.9K −$1.3M | -9.86% | $4.54T Mega Cap | Q2 2021 Held for 4y 5m | |
Software - Infrastructure Technology | $11.2M 2.6% | +$4.1K Bought | 0.0% 21.7K shares | 21.7K → 21.7K +$4.1K | +0.04% | $3.85T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $10.6M 2.45% | -$70.6K Sold | — 252.2K shares | 253.9K → 252.2K −$70.6K | -0.66% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $9.2M 2.13% | +$935.7K Bought | — 76.1K shares | 68.4K → 76.1K +$935.7K | +11.3% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $9.1M 2.1% | -$93.7K Sold | 0.0% 35.7K shares | 36.0K → 35.7K −$93.7K | -1.02% | $3.78T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $8.8M 2.03% | -$1.1M Sold | — 14.6K shares | 16.5K → 14.6K −$1.1M | -11.38% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $8.5M 1.98% | +$1.0K Bought | — 364.0K shares | 364.0K → 364.0K +$1.0K | +0.01% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $7.9M 1.84% | +$23.1K Bought | — 98.5K shares | 98.2K → 98.5K +$23.1K | +0.29% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $7.1M 1.64% | -$307.8K Sold | — 10.6K shares | 11.1K → 10.6K −$307.8K | -4.17% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $6.9M 1.6% | +$404.2K Bought | — 262.3K shares | 247.0K → 262.3K +$404.2K | +6.21% | — — | Q3 2022 Held for 3y 2m | |
Auto - Manufacturers Consumer Cyclical | $6.6M 1.53% | -$377.1K Sold | 0.0% 14.9K shares | 15.7K → 14.9K −$377.1K | -5.4% | $1.48T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $6.3M 1.45% | -$900.9K Sold | — 45.7K shares | 52.3K → 45.7K −$900.9K | -12.56% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $6.1M 1.42% | -$817.3K Sold | — 54.5K shares | 61.8K → 54.5K −$817.3K | -11.79% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $6.0M 1.38% | +$171.3K Bought | — 8.9K shares | 8.6K → 8.9K +$171.3K | +2.96% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $5.4M 1.25% | +$738.2K Bought | — 155.9K shares | 134.6K → 155.9K +$738.2K | +15.79% | — — | Q1 2024 Held for 1y 8m | |
Unknown Unknown | $5.3M 1.23% | +$22.0K Bought | — 24.6K shares | 24.5K → 24.6K +$22.0K | +0.42% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.9M 1.13% | -$388.4K Sold | — 53.2K shares | 57.4K → 53.2K −$388.4K | -7.37% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.7M 1.09% | -$430.7K Sold | — 130.3K shares | 142.2K → 130.3K −$430.7K | -8.37% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $4.5M 1.03% | +$117.3K Bought | 0.001% 15.9K shares | 15.5K → 15.9K +$117.3K | +2.7% | $801.76B Mega Cap | Q2 2021 Held for 4y 5m | |
ETF ETF | $4.4M 1.02% | -$482.5K Sold | — 188.9K shares | 209.5K → 188.9K −$482.5K | -9.84% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $4.4M 1.01% | +$241.8K Bought | — 187.8K shares | 177.4K → 187.8K +$241.8K | +5.86% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $4.1M 0.951% | +$17.0K Bought | — 80.9K shares | 80.6K → 80.9K +$17.0K | +0.41% | — — | Q2 2021 Held for 4y 5m | |
Specialty Retail Consumer Cyclical | $4.0M 0.935% | -$12.7K Sold | 0.0% 18.4K shares | 18.5K → 18.4K −$12.7K | -0.31% | $2.34T Mega Cap | Q2 2020 Held for 5y 5m | |
ETF ETF | $3.8M 0.885% | -$353.1K Sold | — 48.8K shares | 53.3K → 48.8K −$353.1K | -8.45% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $3.8M 0.878% | +$232.6K Bought | — 118.9K shares | 111.6K → 118.9K +$232.6K | +6.53% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $3.8M 0.87% | +$286.8K Bought | — 142.9K shares | 132.0K → 142.9K +$286.8K | +8.26% | — — | Q3 2022 Held for 3y 2m | |
Banks - Diversified Financial Services | $3.7M 0.848% | -$145.4K Sold | 0.0% 11.6K shares | 12.1K → 11.6K −$145.4K | -3.81% | $867.35B Mega Cap | Q4 2019 Held for 5y 11m | |
Internet Content & Information Communication Services | $3.4M 0.788% | -$197.4K Sold | 0.0% 14.0K shares | 14.8K → 14.0K −$197.4K | -5.48% | $2.95T Mega Cap | Q2 2021 Held for 4y 5m | |
ETF ETF | $2.9M 0.678% | +$40.7K Bought | — 8.9K shares | 8.8K → 8.9K +$40.7K | +1.41% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $2.8M 0.659% | -$485.2K Sold | — 14.5K shares | 17.0K → 14.5K −$485.2K | -14.56% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $2.8M 0.646% | +$17.3K Bought | — 65.3K shares | 64.9K → 65.3K +$17.3K | +0.63% | — — | Q4 2024 Held for 11 months | |
Discount Stores Consumer Defensive | $2.7M 0.619% | +$94.2K Bought | 0.0% 26.0K shares | 25.0K → 26.0K +$94.2K | +3.65% | $821.68B Mega Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $2.7M 0.617% | -$5.4K Sold | — 97.8K shares | 98.0K → 97.8K −$5.4K | -0.2% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.6M 0.609% | +$80.0K Bought | — 83.3K shares | 80.7K → 83.3K +$80.0K | +3.14% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $2.6M 0.607% | -$95.8K Sold | — 89.4K shares | 92.7K → 89.4K −$95.8K | -3.52% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.5M 0.59% | +$2.0M Bought | — 16.4K shares | 3.7K → 16.4K +$2.0M | +348.56% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.5M 0.586% | +$1.3M Bought | — 28.3K shares | 13.9K → 28.3K +$1.3M | +103.22% | — — | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $2.5M 0.568% | +$4.4K Bought | 0.0% 3.3K shares | 3.3K → 3.3K +$4.4K | +0.18% | $1.84T Mega Cap | Q2 2020 Held for 5y 5m | |
ETF ETF | $2.4M 0.56% | +$63.0K Bought | — 93.7K shares | 91.3K → 93.7K +$63.0K | +2.67% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.4M 0.554% | +$35.6K Bought | — 12.3K shares | 12.1K → 12.3K +$35.6K | +1.51% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $2.4M 0.548% | +$435.8K Bought | — 40.0K shares | 32.6K → 40.0K +$435.8K | +22.57% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $2.3M 0.537% | -$546.5K Sold | — 66.9K shares | 82.7K → 66.9K −$546.5K | -19.07% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.3M 0.536% | +$232.5K Bought | — 53.9K shares | 48.5K → 53.9K +$232.5K | +11.16% | — — | Q4 2022 Held for 2y 11m | |
Medical - Healthcare Information Services Healthcare | $2.3M 0.532% | -$2.1K Sold | 0.007% 30.6K shares | 30.6K → 30.6K −$2.1K | -0.09% | $34.3B Large Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.2M 0.51% | -$799.9K Sold | — 20.0K shares | 27.2K → 20.0K −$799.9K | -26.62% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $2.2M 0.504% | -$63.2K Sold | — 24.5K shares | 25.2K → 24.5K −$63.2K | -2.82% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $2.2M 0.499% | -$70.0K Sold | — 31.8K shares | 32.8K → 31.8K −$70.0K | -3.14% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $2.1M 0.479% | +$179.2K Bought | — 17.1K shares | 15.7K → 17.1K +$179.2K | +9.48% | — — | Q2 2023 Held for 2y 5m |
