Tempus Wealth Planning, LLC Purchases in Q3 2025

Tempus Wealth Planning, LLC

  • $386 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
131
+ 1.62%
$144.19 - $167.33 $18.9K - $21.9K
8.2K $1.37M
AMAT
Applied Materials Inc

Technology
499
+ 13.26%
$156.25 - $204.95 $78K - $102K
4.26K $872K
PVAL
Putnam ETF Tr Putnam Focused L
406
+ 0.63%
$39.93 - $42.72 $16.2K - $17.3K
65.3K $2.79M
QUAL
Ishares Msci Usa Quality Facto

ETFs
183
+ 1.51%
$182.33 - $194.5 $33.4K - $35.6K
12.3K $2.39M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.45K
+ 6.51%
$25.29 - $28.33 $61.9K - $69.3K
40K $1.12M
PFF
Ishares Trust Ishares Pfd And

ETFs
2.53K
+ 3.14%
$30.67 - $32.13 $77.6K - $81.3K
83.3K $2.63M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
189
+ 0.54%
$42.67 - $46.91 $8.06K - $8.87K
34.9K $1.64M
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.55K
+ 8.75%
$42.28 - $45.71 $65.4K - $70.8K
19.2K $875K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
4.36K
+ 6.73%
$20.76 - $21.78 $90.5K - $94.9K
69.1K $1.49M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
947
+ 4.61%
$53.81 - $57.52 $51K - $54.5K
21.5K $1.24M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.33K
+ 5.95%
$30.13 - $33.37 $40.1K - $44.4K
23.7K $791K
GLDM
World Gold Trust

ETFs
34
+ 0.32%
$64.73 - $76.45 $2.2K - $2.6K
10.5K $804K
AVGO
Broadcom Inc.

Technology
162
+ 14.79%
$264.74 - $369.57 $42.9K - $59.9K
1.26K $414K
CGGO
Capital Group Global Growth Eq

ETFs
577
+ 1.47%
$31.71 - $34.17 $18.3K - $19.7K
39.8K $1.36M
VGT
Vanguard Information Technolog

ETFs
85
+ 16.38%
$656.44 - $753.15 $55.8K - $64K
604 $450K
QCOM
Qualcomm Inc

Technology
568
+ 35.68%
$145.84 - $173.55 $82.8K - $98.6K
2.16K $359K
SCHO
Schwab Short Term Us Treasury

ETFs
4.32K
+ 12.57%
$24.23 - $24.42 $105K - $105K
38.7K $943K
O
Realty Income Corp

Real Estate
1.23K
+ 20.25%
$56.13 - $60.79 $69K - $74.7K
7.3K $443K
EMB
Ishares Tr

ETFs
850
+ 20.95%
$91.52 - $95.59 $77.8K - $81.3K
4.91K $467K
SNA
Snap On Inc

Industrials
4
+ 0.16%
$313.01 - $346.53 $1.25K - $1.39K
2.48K $860K
FNDA
Schwab Fundamental U S Small C

ETFs
1.46K
+ 8.55%
$28.75 - $31.93 $41.9K - $46.5K
18.5K $575K
FNDE
Schwab Fundamental Emerging Mk

ETFs
1.19K
+ 8.52%
$33.13 - $36.31 $39.4K - $43.2K
15.1K $547K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
147
+ 5.76%
$225.11 - $247.9 $33.1K - $36.4K
2.7K $666K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
2.44K
+ 2.67%
$25.21 - $25.99 $61.4K - $63.3K
93.7K $2.42M
TMUS
T Mobile Us, Inc.

Communication Services
335
+ 12.24%
$226.02 - $259.01 $75.7K - $86.8K
3.07K $735K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.95K
+ 27.27%
$65.64 - $78.22 $128K - $152K
9.09K $609K
RXST
Rx Sight, Inc.

Healthcare
18.3K
+ 81.2%
$6.65 - $13.14 $122K - $241K
40.9K $367K
KO
Coca Cola CO

Consumer Defensive
1.42K
+ 29.65%
$65.67 - $71.67 $92.9K - $101K
6.19K $410K
MRK
Merck & Co., Inc.

Healthcare
519
+ 9.27%
$77.6 - $87.37 $40.3K - $45.3K
6.12K $513K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
40
+ 3.45%
$275.84 - $326.36 $11K - $13.1K
1.2K $391K
DD
Du Pont De Nemours, Inc.

Basic Materials
104
+ 1.65%
$69.9 - $78.26 $7.27K - $8.14K
6.42K $499K
XLY
Select Sector Spdr Consumer Di

ETFs
35
+ 1.33%
$216.09 - $242.18 $7.56K - $8.48K
2.67K $640K
NFLX
Netflix Inc

Communication Services
70
+ 41.67%
$1147.87 - $1297.18 $80.4K - $90.8K
238 $285K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
859
+ 2.24%
$46.86 - $48.27 $40.3K - $41.5K
39.1K $1.88M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
185
+ 1.62%
$81.61 - $86.58 $15.1K - $16K
11.6K $992K
AMGN
Amgen Inc

Healthcare
137
+ 2.24%
$271.18 - $309.22 $37.2K - $42.4K
6.24K $1.76M
BA
Boeing CO

Industrials
15
+ 0.18%
$209.79 - $237.38 $3.15K - $3.56K
8.14K $1.76M
JEPI
J P Morgan Exchange Traded Fd

ETFs
850
+ 4.56%
$55.61 - $57.37 $47.3K - $48.8K
19.5K $1.11M
MOH
Molina Healthcare, Inc.

Healthcare
1.3K
+ 69.17%
$152.31 - $306.29 $198K - $397K
3.17K $606K
XLF
Financial Sector Spdr

ETFs
529
+ 4.37%
$51.37 - $54.25 $27.2K - $28.7K
12.6K $681K
SPTL
Spdr Portfolio Long Term Treas

ETFs
637
+ 1.16%
$25.67 - $27.21 $16.4K - $17.3K
55.5K $1.49M
MCD
Mcdonalds Corp

Consumer Cyclical
73
+ 5.96%
$291.67 - $316.99 $21.3K - $23.1K
1.3K $394K
VZ
Verizon Communications Inc

Communication Services
367
+ 1.49%
$40.84 - $45.06 $15K - $16.5K
24.9K $1.1M
BMY
Bristol Myers Squibb CO

Healthcare
1.07K
+ 8.15%
$43.31 - $48.98 $46.5K - $52.6K
14.2K $641K
VB
Vanguard Small Cap ETF

ETFs
26
+ 1.94%
$237.58 - $259.17 $6.18K - $6.74K
1.37K $347K
AOR
Ishares Tr Core Growth Allocat

ETFs
17
+ 0.17%
$60.99 - $64.39 $1.04K - $1.09K
9.82K $632K
DHS
Wisdomtree Tr U.S

ETFs
86
+ 2.2%
$96.42 - $101.82 $8.29K - $8.76K
3.99K $402K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
28
+ 0.45%
$39.06 - $43.42 $1.09K - $1.22K
6.19K $268K
IGV
Ishares Expanded Tech Software

ETFs
74
+ 2.37%
$105.96 - $117.79 $7.84K - $8.72K
3.2K $368K
Activity Summary
Buys All Purchases 145 New Holdings 31 Increased Positions 114 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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