Tempus Wealth Planning, LLC Incresed Positions in Q4 2025

Tempus Wealth Planning, LLC

  • $386 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SCHC
Schwab Strategic Tr Intl Small

ETFs
962
+ 5.0%
$44.43 - $46.12 $42.7K - $44.4K
20.2K $910K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
811
+ 2.07%
$47.89 - $48.53 $38.8K - $39.4K
39.9K $1.91M
FNDE
Schwab Fundamental Emerging Mk

ETFs
364
+ 2.4%
$34.78 - $37.69 $12.7K - $13.7K
15.5K $580K
LMT
Lockheed Martin Corp

Industrials
124
+ 13.15%
$452.1 - $514.24 $56.1K - $63.8K
1.07K $502K
V
Visa Inc.

Financial Services
304
+ 7.1%
$325.75 - $352.42 $99K - $107K
4.58K $1.49M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
614
+ 2.59%
$32.35 - $34.37 $19.9K - $21.1K
24.3K $822K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
708
+ 1.86%
$46.57 - $47.16 $33K - $33.4K
38.9K $1.81M
XOM
Exxon Mobil Corp

Energy
31
+ 0.6%
$110.64 - $119.78 $3.43K - $3.71K
5.22K $614K
TJX
Tjx Companies Inc

Consumer Cyclical
67
+ 0.55%
$138.56 - $147.63 $9.28K - $9.89K
12.3K $1.79M
AOM
Ishares Tr Core Moderate Alloc

ETFs
564
+ 6.98%
$47.0 - $48.26 $26.5K - $27.2K
8.64K $412K
PULS
Pgim ETF Tr

ETFs
557
+ 12.77%
$49.64 - $49.83 $27.6K - $27.8K
4.92K $244K
COST
Costco Wholesale Corp

Consumer Defensive
56
+ 2.99%
$910.94 - $954.99 $51K - $53.5K
1.93K $1.76M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.54K
+ 3.85%
$27.17 - $28.65 $41.8K - $44.1K
41.6K $1.14M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.03K
+ 7.34%
$23.04 - $23.36 $23.6K - $24K
15K $346K
RPD
Rapid7, Inc.

Technology
10.5K
+ 39.19%
$13.77 - $19.35 $145K - $203K
37.3K $523K
MCK
Mckesson Corp

Healthcare
3
+ 1.16%
$738.06 - $859.37 $2.21K - $2.58K
262 $220K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
36
+ 0.34%
$142.82 - $150.36 $5.14K - $5.41K
10.6K $1.56M
ALVO
Alvotech

Healthcare
20.1K
+ 59.38%
$4.83 - $8.95 $97K - $180K
53.9K $295K
SPTL
Spdr Portfolio Long Term Treas

ETFs
806
+ 1.45%
$26.76 - $27.67 $21.6K - $22.3K
56.3K $1.51M
F
Ford Motor CO

Consumer Cyclical
61
+ 0.48%
$11.41 - $13.84 $696 - $844
12.7K $167K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.95K
+ 2.83%
$20.85 - $21.86 $40.7K - $42.7K
71.1K $1.51M
EMB
Ishares Tr

ETFs
99
+ 2.02%
$94.63 - $97.03 $9.37K - $9.61K
5.01K $480K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
88
+ 1.42%
$42.19 - $45.31 $3.71K - $3.99K
6.28K $279K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
12
+ 2.98%
$600.51 - $631.95 $7.21K - $7.58K
415 $256K
NVDA
Nvidia Corp

Technology
45
+ 0.07%
$179.83 - $207.04 $8.09K - $9.32K
65K $12.1M
T
At&T Inc.

Communication Services
1.9K
+ 13.11%
$24.44 - $27.55 $46.5K - $52.4K
16.4K $417K
ADBE
Adobe Inc.

Technology
192
+ 9.43%
$325.07 - $359.91 $62.4K - $69.1K
2.23K $724K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
1
+ 0.01%
$71.13 - $74.96 $71.1 - $75
9.45K $691K
TGT
Target Corp

Consumer Defensive
51
+ 0.66%
$85.53 - $97.77 $4.36K - $4.99K
7.74K $696K
FNDA
Schwab Fundamental U S Small C

ETFs
621
+ 3.36%
$29.85 - $31.55 $18.5K - $19.6K
19.1K $579K
PDSB
Pds Biotechnology Corp

Healthcare
14K
+ 29.29%
$0.84 - $1.16 $11.8K - $16.2K
61.8K $52K
WMT
Walmart Inc.

Consumer Defensive
59
+ 0.23%
$101.18 - $109.03 $5.97K - $6.43K
26K $2.68M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
281
+ 1.24%
$23.38 - $23.82 $6.57K - $6.69K
23K $538K
CHTR
Charter Communications, Inc.

Communication Services
853
+ 36.33%
$201.84 - $282.74 $172K - $241K
3.2K $646K
CGMS
Capital Grp Core Plus Income E
1.28K
+ 7.39%
N/A
18.6K $0
VUSB
Vanguard Bd Index Fds
454
+ 7.96%
N/A
6.15K $0
Capital Grp Fixed Incm ETF T
7.67K
+ 38.0%
N/A
27.9K $0
Capital Grp Fixed Incm ETF T
1.65K
+ 6.6%
N/A
26.7K $0
Capital Group New Geography
898
+ 8.07%
N/A
12K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
1.92K
+ 7.9%
N/A
26.2K $0
Capital Group Global Equity
4.26K
+ 10.05%
N/A
46.6K $0
Capital Group Core Balanced
12K
+ 7.7%
N/A
168K $0
BAC
Bank Of America Corp

Financial Services
77
+ 0.24%
$48.65 - $54.11 $3.75K - $4.17K
31.8K $1.64M
Blackrock ETF Trust Ii
1.52K
+ 7.13%
N/A
22.8K $0
Tidal Trust I
22K
+ 25.89%
N/A
107K $0
Blackrock ETF Trust
1.31K
+ 5.78%
N/A
23.9K $0
Blackrock ETF Trust
2.61K
+ 11.33%
N/A
25.6K $0
TFLR
T Rowe Price Exchange Traded F
124
+ 0.63%
N/A
19.9K $0
Capital Group Equity ETF Tr
2.58K
+ 10.96%
N/A
26.1K $0
Activity Summary
Buys All Purchases 150 New Holdings 20 Increased Positions 130 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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