Tempus Wealth Planning, LLC Portfolio Holdings
Tempus Wealth Planning, LLC
- $255 Million
- Q3 2024
Tempus Wealth Planning, LLC has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $255 Million distributed in 220 stocks.
Among their holdings, we can observe that their the top five positions include companies like: General Electric CO with a value of $17.2M, Nvidia Corp with a value of $9.21M, Microsoft Corp with a value of $9.13M, Apple Inc. with a value of $7.91M, and Spdr Bloomberg 1 3 Month T Bil with a value of $7.46M.
Examining the 13F form we can see an increase of $28.7M in the current position value, from $226M to 255M.
Below you can find more details about Tempus Wealth Planning, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$255 Million
ETFs: $138 Million
Technology: $36.1 Million
Industrials: $26.7 Million
Consumer Cyclical: $12.7 Million
Healthcare: $10.9 Million
Consumer Defensive: $9.28 Million
Financial Services: $8.66 Million
Communication Services: $7.59 Million
Other: $2.6 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 220
- Current Value $255 Million
- Prior Value $226 Million
- Filing
- Period Q3 2024
- Filing Date October 22, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 23 stocks
- Additional Purchases 125 stocks
- Sold out of 0 stocks
- Reduced holdings in 55 stocks