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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 $327,359,882
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
General Electric Co
 GE 88,540 $14,767,633 4.51%
2.
Nvidia Corp
 NVDA 81,611 $10,959,558 3.34%
3.
Microsoft Corp
 MSFT 21,378 $9,010,920 2.75%
4.
Apple Inc.
 AAPL 35,937 $8,999,238 2.74%
5.
Invesco Qqq Tr
 13,922 $7,117,275 2.17%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)