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 |
|---|---|---|---|---|
| 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 PHK
Shares Held
Position Value (USD)
20 of 20 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $105,239 | 22,730 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $110,467 | 22,730 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $116,895 | 23,426 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $113,404 | 23,626 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $115,531 | 23,626 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $114,822 | 23,626 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $127,695 | 25,539 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $123,097 | 25,539 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $126,162 | 25,539 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $139,610 | 27,978 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $123,662 | 27,978 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $139,890 | 27,978 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $133,455 | 27,978 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $132,335 | 27,978 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $130,097 | 27,978 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $144,646 | 27,978 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $161,712 | 27,978 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $172,064 | 27,978 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $175,701 | 27,978 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $191,369 | 27,978 | Shares | Sole | 2021-08-12 | |
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