Tempus Wealth Planning, LLC

13F filer, CIK 1806428, IRVINE, CA

Tempus Wealth Planning, LLC reported $272,981,850 across 220 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-22. Its ten largest share positions make up 29.8% of the portfolio.

Filed 2024-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001085146-24-005048

Period: 2024-09-30
Reported value: $273M
Holdings: 220
Top 10 weight: 29.8%
New: 23
Sold out: 9

Largest buys vs the previous quarter

Security	Shares change	Approx. value
ISHARES TRnew	+126,350	$2.94M
IBHFnew	+43,544	$1.02M
SPYadded	+1,685	$967K
INTCadded	+30,366	$712K
CGBLadded	+22,120	$687K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
BILreduced	-7,943	-$729K
IJRexited	-5,710	-$609K
ICSHreduced	-9,451	-$480K
IVVreduced	-592	-$341K
TLTreduced	-2,994	-$294K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001085146-24-005048, largest first. % of portfolio is the value over $272,981,850, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
GEGE AEROSPACE	91,298	$17.2M	6.31%	-54	Timeline
NVDANVIDIA CORPORATION	75,831	$9.21M	3.37%	+4,335	Timeline
MSFTMICROSOFT CORP	21,230	$9.14M	3.35%	+273	Timeline
AAPLAPPLE INC	33,951	$7.91M	2.9%	+21	Timeline
BILSPDR SERIES TRUST	81,307	$7.46M	2.73%	-7,943	Timeline
IVVISHARES TR	11,117	$6.41M	2.35%	-592	Timeline
SCHZSCHWAB STRATEGIC TR	134,390	$6.39M	2.34%	+6,958	Timeline
SPTMSPDR SERIES TRUST	91,035	$6.38M	2.34%	+308	Timeline
GEVGE VERNOVA INC	22,832	$5.82M	2.13%	0	Timeline
SCHXSCHWAB STRATEGIC TR	79,960	$5.43M	1.99%	-443	Timeline
VIGVANGUARD SPECIALIZED FUNDS	25,924	$5.13M	1.88%	-257	Timeline
ICSHISHARES TR	98,028	$4.97M	1.82%	-9,451	Timeline
QQQINVESCO QQQ TR	8,812	$4.3M	1.58%	+1,174	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	7,056	$4.05M	1.48%	+1,685	Timeline
SCHFSCHWAB STRATEGIC TR	77,113	$3.17M	1.16%	-374	Timeline
SPTSSPDR SERIES TRUST	104,702	$3.08M	1.13%	+22,537	Timeline
AMZNAMAZON COM INC	16,103	$3M	1.1%	+1,346	Timeline
SCHGSCHWAB STRATEGIC TR	28,578	$2.98M	1.09%	-263	Timeline
ISHARES TRISHARES TR	126,350	$2.94M	1.08%	new
GEHCGE HEALTHCARE TECHNOLOGIES I	30,892	$2.9M	1.06%	0	Timeline
FNDXSCHWAB STRATEGIC TR	39,951	$2.87M	1.05%	-220	Timeline
CGBLCAPITAL GROUP CORE BALANCED	91,191	$2.83M	1.04%	+22,120	Timeline
SPABSPDR SERIES TRUST	103,342	$2.7M	0.99%	-4,628	Timeline
IUSBISHARES TR	54,553	$2.57M	0.94%	+8,486	Timeline
TSLATESLA INC	9,780	$2.56M	0.94%	+1,336	Timeline
IYWISHARES TR	16,552	$2.51M	0.92%	+12	Timeline
VTIVANGUARD INDEX FDS	8,598	$2.43M	0.89%	-66	Timeline
SPYMSPDR SERIES TRUST	33,672	$2.27M	0.83%	+3,372	Timeline
JPMJPMORGAN CHASE & CO	10,529	$2.22M	0.81%	+999	Timeline
ORCLORACLE CORP	12,931	$2.2M	0.81%	+391	Timeline
GOOGLALPHABET INC	13,282	$2.2M	0.81%	+984	Timeline
DVYISHARES TR	16,001	$2.16M	0.79%	+331	Timeline
LLYELI LILLY & CO	2,394	$2.12M	0.78%	+35	Timeline
CGDVCAPITAL GROUP DIVIDEND VALUE	54,467	$1.98M	0.73%	+8,368	Timeline
ESGUISHARES TR	15,630	$1.97M	0.72%	-961	Timeline
WMTWALMART INC	24,061	$1.94M	0.71%	+233	Timeline
TGTTARGET CORP	11,556	$1.8M	0.66%	+498	Timeline
AMGNAMGEN INC	5,518	$1.78M	0.65%	+228	Timeline
METAMETA PLATFORMS INC	2,943	$1.68M	0.62%	+228	Timeline
VYMVANGUARD WHITEHALL FDS	12,964	$1.66M	0.61%	-79	Timeline
CGDGCAPITAL GROUP DIVIDEND GROWE	53,903	$1.66M	0.61%	+11,216	Timeline
SPTLSPDR SERIES TRUST	56,428	$1.64M	0.6%	-2,511	Timeline
CGGRCAPITAL GROUP GROWTH ETF	46,034	$1.6M	0.59%	+6,155	Timeline
FNDFSCHWAB STRATEGIC TR	42,376	$1.58M	0.58%	+468	Timeline
VZVERIZON COMMUNICATIONS INC	34,027	$1.53M	0.56%	+495	Timeline
CGMUCAPITAL GRP FIXED INCM ETF T	54,694	$1.5M	0.55%	+1,004	Timeline
HONHONEYWELL INTL INC	7,248	$1.5M	0.55%	+162	Timeline
SPLVINVESCO EXCH TRADED FD TR II	20,746	$1.49M	0.55%	-498	Timeline
COSTCOSTCO WHOLESALE CORPORATION	1,651	$1.46M	0.54%	+181	Timeline
DSIISHARES TR	13,395	$1.46M	0.53%	+169	Timeline
JNJJOHNSON & JOHNSON	8,808	$1.43M	0.52%	+328	Timeline
EAGGISHARES TR	28,267	$1.37M	0.5%	-1,229	Timeline
PEPPEPSICO INC	8,009	$1.36M	0.5%	+438	Timeline
EFVISHARES TR	23,289	$1.34M	0.49%	+2,557	Timeline
TJXTJX COS INC NEW	11,263	$1.32M	0.48%	+277	Timeline
DISDISNEY WALT CO	13,589	$1.31M	0.48%	-402	Timeline
CGUSCAPITAL GROUP CORE EQUITY ET	37,292	$1.28M	0.47%	+8,895	Timeline
SCHHSCHWAB STRATEGIC TR	54,847	$1.27M	0.47%	-279	Timeline
BACBANK OF AMER CORP	31,732	$1.26M	0.46%	+13	Timeline
WMWASTE MGMT INC DEL	5,908	$1.23M	0.45%	+944	Timeline
EFGISHARES TR	11,345	$1.22M	0.45%	+1,633	Timeline
ROKROCKWELL AUTOMATION INC	4,527	$1.22M	0.45%	0	Timeline
AOAISHARES TR	15,195	$1.2M	0.44%	+1,861	Timeline
PKWINVESCO EXCHANGE TRADED FD T	10,306	$1.18M	0.43%	+178	Timeline
HSYHERSHEY CO	6,119	$1.17M	0.43%	+932	Timeline
SPYGSPDR SERIES TRUST	14,081	$1.17M	0.43%	-23	Timeline
QUALISHARES TR	6,470	$1.16M	0.42%	+1,516	Timeline
IBNDSPDR SERIES TRUST	37,850	$1.16M	0.42%	-1,961	Timeline
MBBISHARES TR	11,684	$1.12M	0.41%	+1,506	Timeline
CSCOCISCO SYS INC	20,918	$1.11M	0.41%	+1,578	Timeline
IWMISHARES TR	5,001	$1.1M	0.4%	+2,852	Timeline
BABOEING CO	7,161	$1.09M	0.4%	+680	Timeline
JBHTHUNT J B TRANS SVCS INC	6,229	$1.07M	0.39%	+320	Timeline
EBNDSPDR SERIES TRUST	49,036	$1.04M	0.38%	-2,354	Timeline
DGRWWISDOMTREE TR	12,436	$1.03M	0.38%	+198	Timeline
IBHFISHARES TR	43,544	$1.02M	0.37%	new	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	2,192	$1.01M	0.37%	+85	Timeline
REGLPROSHARES TR	12,237	$1M	0.37%	+162	Timeline
VVISA INC	3,538	$973K	0.36%	+681	Timeline
INTCINTEL CORP	40,874	$959K	0.35%	+30,366	Timeline
DIVBISHARES TR	19,474	$944K	0.35%	+389	Timeline
HDHOME DEPOT INC	2,304	$934K	0.34%	+268	Timeline
RTXRTX CORPORATION	7,591	$920K	0.34%	+445	Timeline
WYNNWYNN RESORTS LTD	9,111	$874K	0.32%	-194	Timeline
RCLROYAL CARIBBEAN GROUP	4,904	$870K	0.32%	-175	Timeline
SCHASCHWAB STRATEGIC TR	16,838	$867K	0.32%	+17	Timeline
CNICANADIAN NATL RY CO	7,280	$853K	0.31%	+382	Timeline
SPYVSPDR SERIES TRUST	16,001	$846K	0.31%	+362	Timeline
LQDISHARES TR	7,313	$826K	0.3%	+207	Timeline
IVWISHARES TR	8,568	$820K	0.3%	+4,100	Timeline
APOAPOLLO GLOBAL MGMT INC	6,550	$818K	0.3%	-850	Timeline
BMYBRISTOL-MYERS SQUIBB CO	15,648	$810K	0.3%	+235	Timeline
DKNGDRAFTKINGS INC NEW	20,170	$791K	0.29%	-1,667	Timeline
DYNFBLACKROCK ETF TRUST	15,773	$780K	0.29%	+5,716	Timeline
AMATAPPLIED MATLS INC	3,762	$760K	0.28%	0	Timeline
AORISHARES TR	12,769	$756K	0.28%	+213	Timeline
NNOXNANO X IMAGING LTD	121,137	$737K	0.27%	+4,230	Timeline
TLTISHARES TR	7,471	$733K	0.27%	-2,994	Timeline
SCHOSCHWAB STRATEGIC TR	14,905	$730K	0.27%	0	Timeline
MRKMERCK & CO INC	6,425	$730K	0.27%	+309	Timeline
TQQQPROSHARES TR	9,921	$719K	0.26%	-29	Timeline
CGGOCAPITAL GROUP GBL GROWTH EQT	23,687	$714K	0.26%	+6,472	Timeline
CVXCHEVRON CORPORATION	4,642	$684K	0.25%	+1,101	Timeline
CGCPCAPITAL GRP FIXED INCM ETF T	29,211	$675K	0.25%	+6,346	Timeline
XOMEXXON MOBIL CORP	5,719	$670K	0.25%	+129	Timeline
SNASNAP ON INC	2,238	$648K	0.24%	+166	Timeline
AMDADVANCED MICRO DEVICES INC	3,952	$648K	0.24%	+63	Timeline
IJHISHARES TR	10,042	$626K	0.23%	+2,984	Timeline
HLNHALEON PLC	57,342	$607K	0.22%	-47	Timeline
SCHCSCHWAB STRATEGIC TR	15,526	$598K	0.22%	-67	Timeline
ABBVABBVIE INC	3,018	$596K	0.22%	+151	Timeline
PYPLPAYPAL HLDGS INC	7,569	$591K	0.22%	-1,986	Timeline
SCHESCHWAB STRATEGIC TR	19,808	$578K	0.21%	-122	Timeline
GOVTISHARES TR	23,802	$558K	0.2%	-1,639	Timeline
XLYSELECT SECTOR SPDR TR	2,779	$557K	0.2%	0	Timeline
LMTLOCKHEED MARTIN CORP	952	$557K	0.2%	+172	Timeline
SHVISHARES TR	4,990	$552K	0.2%	new	Timeline
GOOGALPHABET INC	3,282	$549K	0.2%	-19	Timeline
XLFSELECT SECTOR SPDR TR	11,922	$540K	0.2%	+4	Timeline
ISHARES TRISHARES TR	23,063	$537K	0.2%	new
GLDSPDR GOLD TR	2,207	$536K	0.2%	+61	Timeline
PTLCPACER FDS TR	10,086	$530K	0.19%	0	Timeline
PFEPFIZER INC	18,301	$530K	0.19%	+604	Timeline
UNHUNITEDHEALTH GROUP INC	862	$504K	0.18%	+78	Timeline
NANRSPDR INDEX SHS FDS	8,530	$483K	0.18%	-1,843	Timeline
CGCBCAPITAL GRP FIXED INCM ETF T	17,623	$475K	0.17%	+3,658	Timeline
FNVFRANCO NEV CORP	3,785	$470K	0.17%	-100	Timeline
STZCONSTELLATION BRANDS INC	1,819	$469K	0.17%	+93	Timeline
IEMGISHARES INC	8,163	$469K	0.17%	+602	Timeline
EBAYEBAY INC.	7,180	$467K	0.17%	+36	Timeline
PTNQPACER FDS TR	6,266	$459K	0.17%	-160	Timeline
CGMSCAPITAL GRP FIXED INCM ETF T	16,483	$459K	0.17%	+3,613	Timeline
GLOBAL X FDSGLOBAL X FDS	43,103	$458K	0.17%	+1,751
LHLABCORP HOLDINGS INC	1,989	$444K	0.16%	+242	Timeline
FNDASCHWAB STRATEGIC TR	7,435	$443K	0.16%	-45	Timeline
IVEISHARES TR	2,234	$441K	0.16%	+536	Timeline
NKENIKE INC	4,894	$433K	0.16%	+925	Timeline
NOBLPROSHARES TR	4,031	$430K	0.16%	0	Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIO	5,547	$428K	0.16%	+716	Timeline
DOXAMDOCS LTD	4,842	$424K	0.16%	+643	Timeline
IEPICAHN ENTERPRISES LP	30,916	$418K	0.15%	new	Timeline
AGGISHARES TR	4,045	$410K	0.15%	-72	Timeline
AOMISHARES TR	8,957	$404K	0.15%	+707	Timeline
SPDWSPDR INDEX SHS FDS	10,750	$404K	0.15%	+2,862	Timeline
SCHWCHARLES SCHWAB CORP (THE)	6,220	$403K	0.15%	+476	Timeline
FNDESCHWAB STRATEGIC TR	12,216	$394K	0.14%	-78	Timeline
HSICSCHEIN HENRY INC	5,348	$390K	0.14%	+741	Timeline
MAMASTERCARD INCORPORATED	786	$388K	0.14%	+62	Timeline
LCTUBLACKROCK ETF TRUST	6,171	$387K	0.14%	-87	Timeline
FMBFIRST TR EXCH TRADED FD III	7,384	$384K	0.14%	-1,927	Timeline
BINCBLACKROCK ETF TRUST II	7,130	$382K	0.14%	new	Timeline
MCDMCDONALDS CORP	1,243	$378K	0.14%	+38	Timeline
ULTAULTA BEAUTY INC	951	$370K	0.14%	new	Timeline
USXFISHARES TR	7,467	$366K	0.13%	-120	Timeline
CRMSALESFORCE INC	1,303	$357K	0.13%	+207	Timeline
RWRSPDR SERIES TRUST	3,341	$357K	0.13%	new	Timeline
AVGOBROADCOM INC	2,035	$351K	0.13%	+1,868	Timeline
XYZBLOCK INC	5,069	$340K	0.12%	-334	Timeline
TAT&T INC	14,580	$321K	0.12%	-1,517	Timeline
COPCONOCOPHILLIPS	3,036	$320K	0.12%	0	Timeline
PZAINVESCO EXCH TRADED FD TR II	13,185	$318K	0.12%	0	Timeline
IGVISHARES TR	3,503	$313K	0.11%	+37	Timeline
VBVANGUARD INDEX FDS	1,318	$313K	0.11%	+3	Timeline
METMETLIFE INC	3,738	$308K	0.11%	+1	Timeline
SUSCISHARES TR	12,940	$308K	0.11%	-15	Timeline
SBUXSTARBUCKS CORP	3,135	$306K	0.11%	-1,465	Timeline
PFFISHARES TR	9,162	$304K	0.11%	+2,252	Timeline
SPEMSPDR INDEX SHS FDS	7,232	$299K	0.11%	new	Timeline
VUGVANGUARD INDEX FDS	768	$295K	0.11%	-2	Timeline
BXSLBLACKSTONE SECD LENDING FD	10,000	$293K	0.11%	new	Timeline
EMXCISHARES INC	4,792	$293K	0.11%	new	Timeline
VGTVANGUARD WORLD FD	494	$289K	0.11%	-9	Timeline
AOKISHARES TR	7,446	$288K	0.11%	+1,698	Timeline
GMOMCAMBRIA ETF TR	9,671	$286K	0.1%	-1,032	Timeline
TENBTENABLE HLDGS INC	7,025	$285K	0.1%	new	Timeline
XBISPDR SERIES TRUST	2,844	$281K	0.1%	+17	Timeline
VCSHVANGUARD SCOTTSDALE FDS	3,536	$281K	0.1%	-375	Timeline
SHYISHARES TR	3,363	$280K	0.1%	+433	Timeline
GISGENERAL MILLS INC	3,720	$275K	0.1%	+285	Timeline
USMVISHARES TR	3,005	$274K	0.1%	-505	Timeline
KOCOCA COLA CO	3,810	$274K	0.1%	+35	Timeline
MUCBLACKROCK MUNIHLDNGS CALI	23,657	$273K	0.1%	0	Timeline
PGPROCTER & GAMBLE CO	1,570	$272K	0.1%	+294	Timeline
CIBRFIRST TR EXCHANGE-TRADED FD	4,574	$271K	0.1%	+68	Timeline
QCOMQUALCOMM INC	1,592	$271K	0.1%	-32	Timeline
CGSMCAPITAL GRP FIXED INCM ETF T	10,280	$270K	0.1%	+1,402	Timeline
FDNFIRST TR EXCHANGE-TRADED FD	1,274	$270K	0.1%	+5	Timeline
IPAYAMPLIFY ETF TR	5,076	$265K	0.1%	+75	Timeline
RPDRAPID7 INC	6,619	$264K	0.1%	new	Timeline
LULULULULEMON ATHLETICA INC	967	$262K	0.1%	new	Timeline
VYMIVANGUARD WHITEHALL FDS	3,534	$259K	0.1%	new	Timeline
MDTMEDTRONIC PLC	2,864	$258K	0.09%	+78	Timeline
HUMHUMANA INC	800	$253K	0.09%	new	Timeline
JKHYHENRY JACK & ASSOC INC	1,430	$252K	0.09%	new	Timeline
MDLZMONDELEZ INTL INC	3,423	$252K	0.09%	+26	Timeline
BILLBILL HOLDINGS INC	4,653	$245K	0.09%	new	Timeline
EUSBISHARES TR	5,478	$243K	0.09%	0	Timeline
XLESELECT SECTOR SPDR TR	2,714	$238K	0.09%	+126	Timeline
ACESALPS ETF TR	8,050	$237K	0.09%	+184	Timeline
MUBISHARES TR	2,128	$231K	0.08%	+148	Timeline
GSKGSK PLC	5,629	$230K	0.08%	0	Timeline
KMIKINDER MORGAN INC DEL	10,296	$227K	0.08%	-1,800	Timeline
AMPLIFY ALTERNATIVE HARVEST…AMPLIFY ALTERNATIVE HARVEST ETF	67,999	$225K	0.08%	+3,229
RNGRINGCENTRAL INC	7,024	$222K	0.08%	new	Timeline
SOXXISHARES TR	963	$222K	0.08%	0	Timeline
SCHPSCHWAB STRATEGIC TR	4,091	$219K	0.08%	-61	Timeline
ESGEISHARES INC	5,983	$218K	0.08%	-132	Timeline
DIVOAMPLIFY ETF TR	5,288	$218K	0.08%	+114	Timeline
ETENERGY TRANSFER L P	13,342	$214K	0.08%	+1,612	Timeline
ADBEADOBE INC	402	$208K	0.08%	+25	Timeline
FIWFIRST TR EXCHANGE-TRADED FD	1,858	$203K	0.07%	new	Timeline
FFORD MTR CO	17,784	$188K	0.07%	+320	Timeline
BLZEBACKBLAZE INC	24,620	$157K	0.06%	new	Timeline
INDIINDIE SEMICONDUCTOR INC	36,121	$144K	0.05%	+13,768	Timeline
DLODLOCAL LTD	17,039	$136K	0.05%	+890	Timeline
FRSHFRESHWORKS INC	11,284	$130K	0.05%	new	Timeline
PHKPIMCO HIGH INCOME FD	25,539	$128K	0.05%	0	Timeline
ATECALPHATEC HLDGS INC	19,165	$107K	0.04%	new	Timeline
PDSBPDS BIOTECHNOLOGY CORP	18,800	$71.8K	0.03%	0	Timeline
ALTISOURCE PORTFOLIO SOLNS SALTISOURCE PORTFOLIO SOLNS S	14,800	$17.8K	0.01%	0

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
IJRISHARES TR	5,710	$609K	shares
IEFAISHARES TR	3,980	$289K	shares
CVSCVS HEALTH CORP	4,317	$255K	shares
DLRDIGITAL RLTY TR INC	1,442	$219K	shares
MCKMCKESSON CORP	360	$210K	shares
TIPISHARES TR	1,913	$204K	shares
XLVSELECT SECTOR SPDR TR	1,387	$202K	shares
SOFISOFI TECHNOLOGIES INC	15,786	$104K	shares
BTXBLACKROCK TECH AND PRIVATE E	10,563	$76.4K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001085146-24-005048	base		2024-10-22	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC