Tempus Wealth Planning, LLC
Top Portfolio Positions
120 positions ·
$187,257,878 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GE |
General Electric Co
Industrials
|
87,834 | $24,924,654 | 13.31% | |
| GEV |
GE Vernova Inc.
Industrials
|
21,395 | $18,675,695 | 9.97% | |
| NVDA |
Nvidia Corp
Technology
|
64,951 | $11,327,454 | 6.05% | |
| AAPL |
Apple Inc.
Technology
|
35,558 | $9,024,264 | 4.82% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
14,241 | $8,219,620 | 4.39% | |
| MSFT |
Microsoft Corp
Technology
|
21,315 | $7,890,173 | 4.21% | |
| SPY |
Spdr S&P 500 ETF Trust
|
10,560 | $6,867,590 | 3.67% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
16,242 | $6,037,963 | 3.22% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
19,762 | $4,115,831 | 2.20% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
14,260 | $4,100,605 | 2.19% |
Portfolio Trend
Holdings in CCD
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $292,900 | 13,719 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $286,178 | 13,719 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $288,647 | 13,719 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $276,643 | 13,719 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $292,077 | 13,719 | Shares | Sole | 2025-05-06 | |
| 2023-12-31 | $486,904 | 24,616 | Shares | Sole | 2024-01-24 | |
| 2023-06-30 | $209,051 | 9,616 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $204,820 | 9,616 | Shares | Sole | 2023-05-08 | |
| 2022-09-30 | $202,623 | 10,116 | Shares | Sole | 2022-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||