Tempus Wealth Planning, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    irvine, CA
  • CIK
    0001806428
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

247

$327.36M
GE, NVDA, MSFT, AAPL
13F-HR
Jan 24, 2025
000108514625000489

220

$272.98M
GE, NVDA, MSFT, AAPL
13F-HR
Oct 22, 2024
000108514624005048

206

$239.38M
GE, MSFT, NVDA, KRE
13F-HR
Jul 25, 2024
000108514624003238

191

$227.27M
GE-W, MSFT, KRE, IVV
13F-HR
Apr 19, 2024
000108514624001941

192

$227.76M
GE, ICSH, AAPL, MSFT
13F-HR
Jan 24, 2024
000108514624000428

167

$199.46M
ICSH, GE, AAPL, MSFT
13F-HR
Nov 1, 2023
000108514623004012

185

$221.63M
ICSH, GE, MSFT, AAPL
13F-HR
Jul 21, 2023
000108514623002803

177

$204.58M
ICSH, GE, MSFT, AAPL
13F-HR
May 8, 2023
000108514623002113

181

$164.60M
GE, MSFT, AAPL, KRE
13F-HR
Feb 10, 2023
000108514623000968

179

$149.95M
ICSH, MSFT, AAPL, KRE
13F-HR
Nov 14, 2022
000108514622004068

127

$121.63M
ICSH, KRE, GE, MSFT
13F-HR
Aug 5, 2022
000108514622002776

139

$140.64M
ICSH, MSFT, AAPL, KRE
13F-HR
May 6, 2022
000108514622001759

149

$185.37M
ICSH, GE, MSFT, AAPL
13F-HR
Feb 2, 2022
000108514622000464

159

$176.59M
ICSH, GE, KRE, MSFT
13F-HR
Nov 9, 2021
000108514621003056

151

$150.71M
GE, KRE, MSFT, AAPL
13F-HR
Aug 12, 2021
000108514621002404

100

$94.46M
GE, KRE, KRE, MSFT
13F-HR
Apr 29, 2021
000108514621001365

81

$77.52M
KRE, GE, IBND, KRE
13F-HR
Feb 4, 2021
000108514621000444

77

$69.13M
KRE, KRE, IBND, GE
13F-HR
Nov 12, 2020
000108514620002878

69

$67.05M
KRE, KRE, GE, IBND
13F-HR
Aug 7, 2020
000108514620002051

60

$61.03M
KRE, GE, KRE, IBND
13F-HR
May 13, 2020
000108514620001449

78

$113.39M
KRE, GE, KRE, KRE
13F-HR
Mar 16, 2020
000108514620000990
Tempus Wealth Planning, Llc 13F Filings