Tempus Wealth Planning, LLC
Q1 2025 13F Holdings
- Locationirvine, CA
- Num holdings
252
- Value ($000)
$334,789
- Date Filed05/06/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
GE GE AEROSPACE | COM NEW | 369604301 | $17.70 M | 5 % | 88,452 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $8.86 M | 3 % | 81,721 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $8.12 M | 2 % | 21,635 | ||
SCHZ SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | $8.07 M | 2 % | 348,284 | ||
AAPL APPLE INC | COM | 037833100 | $8.06 M | 2 % | 36,299 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $8.04 M | 2 % | 225,687 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $6.54 M | 2 % | 13,954 | ||
GEV GE VERNOVA INC | COM | 36828A101 | $6.53 M | 2 % | 21,406 | ||
SPDR SER TR | PORTFOLI S&P1500 | 78464A805 | $6.44 M | 2 % | 94,678 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $5.20 M | 2 % | 235,436 |
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