Tempus Wealth Planning, LLC
Top Portfolio Positions
121 positions ·
$188,254,134 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GE |
General Electric Co
Industrials
|
87,834 | $24,924,654 | 13.24% | |
| GEV |
GE Vernova Inc.
Industrials
|
21,395 | $18,675,695 | 9.92% | |
| NVDA |
Nvidia Corp
Technology
|
64,951 | $11,327,454 | 6.02% | |
| AAPL |
Apple Inc.
Technology
|
35,558 | $9,024,264 | 4.79% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
14,241 | $8,219,620 | 4.37% | |
| MSFT |
Microsoft Corp
Technology
|
21,315 | $7,890,173 | 4.19% | |
| SPY |
Spdr S&P 500 ETF Trust
|
10,560 | $6,867,590 | 3.65% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
16,242 | $6,037,963 | 3.21% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
19,762 | $4,115,831 | 2.19% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
14,260 | $4,100,605 | 2.18% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PDSB
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,389 | 61,800 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $47,586 | 61,800 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $48,278 | 47,800 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $63,574 | 47,800 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $22,372 | 18,800 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $30,644 | 18,800 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $71,816 | 18,800 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $55,084 | 18,800 | Shares | Sole | 2024-07-25 | |
| No 13F history on record for this holder in this stock. | ||||||