Tempus Wealth Planning, LLC
Q2 2025 13F Holdings
- Locationirvine, CA
- Num holdings
259
- Value ($000)
$401,239
- Date Filed07/17/2025
- Form type13F-HR
- CIK0001806428
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
GE GE AEROSPACE | COM NEW | 369604301 | $22.75 M | 6 % | 88,400 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $11.38 M | 3 % | 72,015 | ||
GEV GE VERNOVA INC | COM | 36828A101 | $11.30 M | 3 % | 21,362 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $10.78 M | 3 % | 21,666 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $10.03 M | 3 % | 253,873 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $9.08 M | 2 % | 16,461 | ||
SCHZ SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | $8.46 M | 2 % | 363,991 | ||
SPMO INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | 46138E339 | $7.69 M | 2 % | 68,406 | ||
AAPL APPLE INC | COM | 037833100 | $7.39 M | 2 % | 36,029 | ||
SPDR SERIES TRUST | PORTFOLI S&P1500 | 78464A805 | $7.36 M | 2 % | 98,243 |
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