Tempus Wealth Planning, LLC Incresed Positions in Q3 2024

Tempus Wealth Planning, LLC

  • $255 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
1.69K
+ 31.37%
$517.38 - $573.86 $872K - $967K
7.06K $4.05M
TSLA
Tesla, Inc.

Consumer Cyclical
1.34K
+ 15.82%
$191.76 - $263.26 $256K - $352K
9.78K $2.56M
AAPL
Apple Inc.

Technology
21
+ 0.06%
$207.23 - $234.82 $4.35K - $4.93K
34K $7.91M
SPTS
Spdr Portfolio Short Term Trea

ETFs
22.5K
+ 27.43%
$28.75 - $29.46 $648K - $664K
105K $3.08M
IWM
Ishares Russell 2000 ETF

ETFs
2.85K
+ 132.71%
$200.87 - $224.6 $573K - $641K
5K $1.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.17K
+ 15.37%
$434.77 - $502.96 $510K - $590K
8.81K $4.3M
INTC
Intel Corp

Technology
30.4K
+ 288.98%
$18.9 - $34.87 $574K - $1.06M
40.9K $958K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
6.96K
+ 5.46%
$45.2 - $47.87 $315K - $333K
134K $6.39M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
8.49K
+ 18.42%
$44.83 - $47.42 $380K - $402K
54.6K $2.57M
CGDV
Capital Group Divid Value ETF

ETFs
8.37K
+ 18.15%
$32.96 - $36.48 $276K - $305K
54.5K $1.98M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.1K
+ 91.76%
$84.77 - $97.13 $348K - $398K
8.57K $820K
NVDA
Nvidia Corp

Technology
4.34K
+ 6.06%
$98.91 - $134.91 $429K - $585K
75.8K $9.21M
CGUS
Capital Group Core Equity ETF
8.9K
+ 31.32%
$31.19 - $34.33 $277K - $305K
37.3K $1.28M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
308
+ 0.34%
$63.28 - $70.06 $19.5K - $21.6K
91K $6.38M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.37K
+ 11.13%
$60.84 - $67.51 $205K - $228K
33.7K $2.27M
WMT
Walmart Inc.

Consumer Defensive
233
+ 0.98%
$66.91 - $81.4 $15.6K - $19K
24.1K $1.94M
META
Meta Platforms, Inc.

Communication Services
228
+ 8.4%
$453.41 - $572.44 $103K - $131K
2.94K $1.68M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.52K
+ 30.6%
$162.64 - $179.3 $247K - $272K
6.47K $1.16M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
5.72K
+ 56.84%
$44.24 - $49.47 $253K - $283K
15.8K $780K
JPM
Jpmorgan Chase & CO

Financial Services
999
+ 10.48%
$194.9 - $224.8 $195K - $225K
10.5K $2.22M
CGGR
Capital Group Growth ETF Shs C

ETFs
6.16K
+ 15.43%
$30.71 - $34.79 $189K - $214K
46K $1.6M
DVY
Ishares Tr

ETFs
331
+ 2.11%
$119.99 - $135.74 $39.7K - $44.9K
16K $2.16M
EFV
Msci Eafe Value ETF

ETFs
2.56K
+ 12.33%
$51.72 - $57.96 $132K - $148K
23.3K $1.34M
HD
Home Depot, Inc.

Consumer Cyclical
268
+ 13.16%
$333.64 - $405.2 $89.4K - $109K
2.3K $933K
EFG
Msci Eafe Growth ETF

ETFs
1.63K
+ 16.81%
$96.84 - $108.77 $158K - $178K
11.3K $1.22M
V
Visa Inc.

Financial Services
681
+ 23.84%
$253.74 - $291.56 $173K - $199K
3.54K $972K
HSY
Hershey CO

Consumer Defensive
932
+ 17.97%
$182.45 - $203.25 $170K - $189K
6.12K $1.17M
COST
Costco Wholesale Corp

Consumer Defensive
181
+ 12.31%
$801.83 - $917.05 $145K - $166K
1.65K $1.46M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.98K
+ 42.28%
$57.32 - $62.65 $171K - $187K
10K $625K
CGGO
Capital Group Global Growth Eq

ETFs
6.47K
+ 37.6%
$27.25 - $30.52 $176K - $198K
23.7K $714K
AOA
Ishares Tr Core Aggressive All

ETFs
1.86K
+ 13.96%
$72.11 - $79.05 $134K - $147K
15.2K $1.2M
RTX
Raytheon Technologies Corp

Industrials
445
+ 6.23%
$99.55 - $123.34 $44.3K - $54.9K
7.59K $919K
CSCO
Cisco Systems, Inc.

Technology
1.58K
+ 8.16%
$44.74 - $53.22 $70.6K - $84K
20.9K $1.11M
LMT
Lockheed Martin Corp

Industrials
172
+ 22.05%
$460.3 - $584.56 $79.2K - $101K
952 $556K
JNJ
Johnson & Johnson

Healthcare
328
+ 3.87%
$145.48 - $167.38 $47.7K - $54.9K
8.81K $1.43M
MBB
Ishares Tr

ETFs
1.51K
+ 14.8%
$90.85 - $96.66 $137K - $146K
11.7K $1.12M
BMY
Bristol Myers Squibb CO

Healthcare
235
+ 1.52%
$39.66 - $51.75 $9.32K - $12.2K
15.6K $809K
WM
Waste Management Inc

Industrials
944
+ 19.02%
$196.96 - $223.45 $186K - $211K
5.91K $1.23M
CGCP
Capital Group Core Plus Income

ETFs
6.35K
+ 27.75%
$22.12 - $23.31 $140K - $148K
29.2K $675K
TGT
Target Corp

Consumer Defensive
498
+ 4.5%
$133.47 - $159.25 $66.5K - $79.3K
11.6K $1.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
85
+ 4.03%
$405.19 - $478.57 $34.4K - $40.7K
2.19K $1.01M
AMZN
Amazon Com Inc

Consumer Cyclical
1.35K
+ 9.12%
$161.02 - $200.0 $217K - $269K
16.1K $3M
VZ
Verizon Communications Inc

Communication Services
495
+ 1.48%
$38.89 - $45.0 $19.3K - $22.3K
34K $1.53M
NKE
Nike, Inc.

Consumer Cyclical
925
+ 23.31%
$71.09 - $89.44 $65.8K - $82.7K
4.89K $432K
IVE
Ishares S&P 500 Value ETF

ETFs
536
+ 31.57%
$181.06 - $197.17 $97K - $106K
2.23K $440K
CVX
Chevron Corp

Energy
1.1K
+ 31.09%
$137.88 - $161.97 $152K - $178K
4.64K $683K
PKW
Invesco Exchange Traded Fd Tr

ETFs
178
+ 1.76%
$102.34 - $114.52 $18.2K - $20.4K
10.3K $1.18M
JBHT
Hunt J B Transport Services Inc

Industrials
320
+ 5.42%
$155.54 - $176.97 $49.8K - $56.6K
6.23K $1.07M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.86K
+ 36.28%
$33.74 - $37.96 $96.6K - $109K
10.8K $403K
Activity Summary
Buys All Purchases 148 New Holdings 23 Increased Positions 125 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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