Tempus Wealth Planning, LLC

Q4 2024 13F Holdings

  • Location
    irvine, CA
  • Num holdings

    247

  • Value ($000)

    $327,360

  • Date Filed
    01/24/2025
  • Form type
    13F-HR
  • CIK
    0001806428
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
GE
GE

GE AEROSPACE

COM NEW
369604301
$14.77M
5 %

88,540

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$10.96M
3 %

81,611

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$9.01M
3 %

21,378

AAPL
AAPL

APPLE INC

COM
037833100
$9.00M
3 %

35,937

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$7.12M
2 %

13,922

KRE
KRE

SPDR SER TR

BLOOMBERG 1-3 MO
78468R663
$7.10M
2 %

77,692

GEV
GEV

GE VERNOVA INC

COM
36828A101
$7.00M
2 %

21,292

---

SPDR SER TR

PORTFOLI S&P1500
78464A805
$6.94M
2 %

97,154

SCHZ
SCHZ

SCHWAB STRATEGIC TR

US AGGREGATE B
808524839
$6.66M
2 %

293,536

CGDV
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI
14020W106
$6.26M
2 %

177,542

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