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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 $334,788,602
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
General Electric Co
 GE 88,452 $17,703,756 5.29%
2.
Nvidia Corp
 NVDA 81,721 $8,856,934 2.65%
3.
Microsoft Corp
 MSFT 21,635 $8,121,406 2.43%
4.
Schwab Strategic Trust
 FNDF 348,284 $8,066,268 2.41%
5.
Apple Inc.
 AAPL 36,299 $8,063,162 2.41%
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)