Tempus Wealth Planning, LLC Purchases in Q4 2024

Tempus Wealth Planning, LLC

  • $297 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
123K
+ 225.96%
$35.16 - $37.12 $4.33M - $4.57M
178K $6.26M
PVAL
Putnam ETF Tr Putnam Focused L
108K
New
$36.85 - $39.99 $3.96M - $4.3M
108K $3.99M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
39.1K
New
$89.97 - $98.59 $3.52M - $3.85M
39.1K $3.71M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.11K
+ 57.99%
$481.22 - $538.17 $2.46M - $2.75M
13.9K $7.12M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
38.8K
New
$65.67 - $69.79 $2.55M - $2.71M
38.8K $2.6M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
25.7K
New
$98.47 - $109.35 $2.53M - $2.81M
25.7K $2.53M
TSLA
Tesla, Inc.

Consumer Cyclical
1.73K
+ 17.66%
$213.65 - $479.86 $369K - $829K
11.5K $4.65M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
87.6K
+ 201.14%
$23.03 - $23.33 $2.02M - $2.04M
131K $3.04M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
26.1K
+ 77.49%
$66.77 - $71.52 $1.74M - $1.87M
59.8K $4.12M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
22.1K
+ 177.73%
$80.93 - $85.66 $1.79M - $1.89M
34.5K $2.8M
FDLO
Fidelity Covington Tr Low Vola

ETFs
27.7K
New
$60.24 - $63.08 $1.67M - $1.75M
27.7K $1.68M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
18.1K
New
$79.95 - $89.42 $1.45M - $1.62M
18.1K $1.52M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
19.4K
New
$73.49 - $86.09 $1.42M - $1.67M
19.4K $1.49M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
12K
New
$119.61 - $136.3 $1.44M - $1.64M
12K $1.49M
MGC
Vanguard Mega Cap ETF

ETFs
6K
New
$204.21 - $220.18 $1.23M - $1.32M
6K $1.28M
AAPL
Apple Inc.

Technology
1.99K
+ 5.85%
$221.69 - $259.02 $440K - $514K
35.9K $9M
AMZN
Amazon Com Inc

Consumer Cyclical
1.3K
+ 8.08%
$180.88 - $232.93 $235K - $303K
17.4K $3.82M
GOOGL
Alphabet Inc.

Communication Services
1.91K
+ 14.39%
$161.86 - $196.66 $309K - $376K
15.2K $2.88M
IWM
Ishares Russell 2000 ETF

ETFs
2.73K
+ 54.59%
$216.13 - $242.4 $590K - $662K
7.73K $1.71M
JEPI
J P Morgan Exchange Traded Fd

ETFs
10.1K
New
$57.53 - $60.83 $580K - $614K
10.1K $580K
SPY
Spdr S&P 500 ETF Trust

ETFs
822
+ 11.65%
$567.81 - $607.81 $467K - $500K
7.88K $4.62M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
10K
New
$53.94 - $58.15 $539K - $582K
10K $563K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
6.12K
+ 6.72%
$69.3 - $74.3 $424K - $455K
97.2K $6.94M
EXR
Extra Space Storage Inc.

Real Estate
3.71K
New
$142.35 - $178.32 $528K - $661K
3.71K $554K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.56K
New
$198.04 - $221.51 $506K - $566K
2.56K $538K
DD
Du Pont De Nemours, Inc.

Basic Materials
5.94K
New
$75.95 - $88.05 $451K - $523K
5.94K $452K
JPM
Jpmorgan Chase & CO

Financial Services
592
+ 5.62%
$205.18 - $250.29 $121K - $148K
11.1K $2.67M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.88K
+ 68.48%
$61.68 - $67.87 $424K - $467K
16.9K $1.05M
BXSL
Blackstone Secured Lending Fund

Financial Services
10.3K
+ 102.62%
$29.25 - $33.27 $300K - $341K
20.3K $654K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
9.71K
New
$35.45 - $40.33 $344K - $392K
9.71K $348K
TMDX
Trans Medics Group, Inc.

Healthcare
5.55K
New
$59.28 - $144.9 $329K - $804K
5.55K $346K
CPNG
Coupang, Inc.

Consumer Cyclical
14.6K
New
$21.98 - $26.89 $320K - $392K
14.6K $320K
UBER
Uber Technologies, Inc

Technology
5.16K
New
$59.93 - $86.34 $309K - $445K
5.16K $311K
ALVO
Alvotech

Healthcare
23.5K
New
$11.28 - $13.2 $265K - $310K
23.5K $309K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.6K
New
$113.92 - $127.38 $296K - $331K
2.6K $298K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.39K
+ 27.91%
$94.43 - $105.47 $226K - $252K
11K $1.11M
FSLR
First Solar, Inc.

Technology
1.59K
New
$175.88 - $240.66 $279K - $382K
1.59K $280K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.84K
+ 108.39%
$38.37 - $42.82 $301K - $336K
15.1K $578K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
159K
+ 118.42%
$22.63 - $47.53 $3.6M - $7.56M
294K $6.66M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.35K
+ 123.03%
$67.29 - $73.38 $293K - $319K
7.88K $535K
EPD
Enterprise Products Partners L.P.

Energy
8.78K
New
$28.66 - $34.43 $252K - $302K
8.78K $275K
WMT
Walmart Inc.

Consumer Defensive
428
+ 1.78%
$79.1 - $95.7 $33.9K - $41K
24.5K $2.21M
HALO
Halozyme Therapeutics, Inc.

Healthcare
5.54K
New
$42.57 - $61.09 $236K - $338K
5.54K $264K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.78K
+ 81.67%
$34.13 - $37.35 $300K - $328K
19.5K $666K
BGNE
Bei Gene, Ltd.

Healthcare
1.42K
New
$174.72 - $246.04 $248K - $349K
1.42K $262K
CGUS
Capital Group Core Equity ETF
6.75K
+ 18.1%
$33.96 - $36.24 $229K - $245K
44K $1.54M
FOLD
Amicus Therapeutics, Inc.

Healthcare
27.5K
New
$9.36 - $12.01 $258K - $331K
27.5K $259K
BA
Boeing CO

Industrials
447
+ 6.24%
$138.14 - $180.72 $61.7K - $80.8K
7.61K $1.35M
PINS
Pinterest, Inc.

Communication Services
8.6K
New
$28.24 - $34.15 $243K - $294K
8.6K $249K
Activity Summary
Buys All Purchases 165 New Holdings 43 Increased Positions 122 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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