Tempus Wealth Planning, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 22, 2024
Value $
$273M
Signature - Title
Steven B. Sturner - Managing Partner
Location
Irvine, CA
Summary
This page shows a list of all the recent 13F filings made by Tempus Wealth Planning, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Tempus Wealth Planning, LLC reported 220 stock holdings with total value $273M as of Q3 2024. Top holdings included GE, NVDA, MSFT, AAPL, and BIL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 220 $273M +$24.5M -$5.8M +$18.7M GE, NVDA, MSFT, AAPL, BIL 13F-HR 10/22/2024, 10:39 AM
Q2 2024 206 $239M +$47.6M -$32M +$15.6M GE, MSFT, NVDA, BIL, AAPL 13F-HR 7/25/2024, 05:15 PM
Q1 2024 191 $227M +$41M -$53M -$12M MSFT, BIL, IVV, NVDA, SPTM 13F-HR 4/19/2024, 05:06 PM
Q4 2023 192 $228M +$49M -$36.9M +$12.1M GE, ICSH, AAPL, MSFT, IVV 13F-HR 1/23/2024, 06:32 PM
Q3 2023 167 $199M +$26.9M -$40.2M -$13.3M ICSH, GE, AAPL, MSFT, IVV 13F-HR 10/31/2023, 09:08 PM
Q2 2023 185 $222M +$32.1M -$25.6M +$6.48M ICSH, GE, MSFT, AAPL, IVV 13F-HR 7/21/2023, 10:38 AM
Q1 2023 177 $205M +$40.9M -$10.8M +$30.1M ICSH, GE, MSFT, AAPL, SPTS 13F-HR 5/8/2023, 05:18 PM
Q4 2022 181 $165M +$23.3M -$20.4M +$2.91M GE, MSFT, AAPL, SPTS, IVV 13F-HR 2/9/2023, 08:53 PM
Q3 2022 179 $150M +$42.1M -$6.84M +$35.2M ICSH, MSFT, AAPL, SPTS, GE 13F-HR 11/14/2022, 02:53 PM
Q2 2022 127 $122M +$11.8M -$13.1M -$1.36M ICSH, SPTS, GE, MSFT, AAPL 13F-HR 8/4/2022, 05:32 PM
Q1 2022 139 $141M +$3.78M -$43.2M -$39.4M ICSH, MSFT, AAPL, SPTS, SPIP 13F-HR 5/5/2022, 07:18 PM
Q4 2021 149 $185M +$4.06M -$3.81M +$255K ICSH, GE, MSFT, AAPL, SPTS 13F-HR 2/2/2022, 04:10 PM
Q3 2021 150 $177M +$42.2M -$13.4M +$28.8M ICSH, GE, SPTS, MSFT, AAPL 13F-HR 11/8/2021, 08:36 PM
Q2 2021 145 $151M +$55.2M -$2.78M +$52.4M GE, SPTS, MSFT, AAPL, SPIP 13F-HR 8/12/2021, 04:05 PM
Q1 2021 97 $94.5M +$28.6M -$14.6M +$14.1M GE, SPTS, JNK, MSFT, SPIP 13F-HR 4/29/2021, 11:08 AM
Q4 2020 75 $77.5M +$4.48M -$3.3M +$1.18M SPTS, GE, IBND, SPAB, EBND 13F-HR 2/4/2021, 02:57 PM
Q3 2020 71 $69.1M +$3.58M -$1.47M +$2.11M SPTS, SPAB, IBND, GE, EBND 13F-HR 11/12/2020, 03:25 PM
Q2 2020 66 $67M +$3.98M -$2M +$1.98M SPTS, SPAB, GE, IBND, EBND 13F-HR 8/6/2020, 07:46 PM
Q1 2020 60 $61M +$7.61M -$51.7M -$44.1M SPTS, GE, SPAB, IBND, EBND 13F-HR 5/13/2020, 11:56 AM
Q4 2019 76 $113M $0 $0 BIL, GE, SPTS, SPAB, SPTL 13F-HR 3/16/2020, 04:28 PM