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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 $227,759,437
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
General Electric Co
 GE 114,134.517 $11,625,749 5.1%
2.
Ishares Tr
 181,589 $9,144,803 4.01%
3.
Apple Inc.
 AAPL 40,578 $7,812,471 3.43%
4.
Microsoft Corp
 MSFT 20,604 $7,747,781 3.4%
5.
Ishares Trust
 IEF 14,435 $6,894,589 3.02%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)