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Home > Institutional Investor > Tempus Wealth Planning, Llc > Profile

Instuitional Investor - Tempus Wealth Planning, Llc

Fund Profile
Filing Period:
Fund Name: Tempus Wealth Planning, Llc
Portfolio Value $401,239,278
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
General Electric Co
 GE 88,400 $22,753,402 5.67%
2.
Nvidia Corp
 NVDA 72,015 $11,377,603 2.84%
3.
Ge Vernova Inc.
 GEV 21,362 $11,303,702 2.82%
4.
Microsoft Corp
 MSFT 21,666 $10,776,726 2.69%
5.
Capital Group Dividend Value
 253,873 $10,025,462 2.5%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)