Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Tempus Wealth Planning, LLC

Quarter ended Q2 2024 · Filed July 25, 2024 · Accession 0001085146-24-003238

Total Value
$239.4M
Positions
206
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (206)

#IssuerTicker / CUSIPSharesValue% of Filing
1GE AEROSPACE36960430191,352$14.5M6.07%
2MICROSOFT CORPMSFT20,957$9.4M3.91%
3NVIDIA CORPORATIONNVDA71,496$8.8M3.69%
4SPDR SER TR78468R66389,250$8.2M3.42%
5APPLE INCAAPL33,930$7.1M2.99%
6ISHARES TR46428720011,709$6.4M2.68%
7SPDR SER TR78464A80590,727$6.0M2.51%
8SCHWAB STRATEGIC TR808524839127,432$5.8M2.43%
9ISHARES TR46434V878107,479$5.4M2.27%
10SCHWAB STRATEGIC TR80852420180,403$5.2M2.16%
11VANGUARD SPECIALIZED FUNDS92190884426,181$4.8M2.00%
12GE VERNOVA INCGEV22,832$3.9M1.64%
13INVESCO QQQ TRIVZ7,638$3.7M1.53%
14SCHWAB STRATEGIC TR80852480577,487$3.0M1.24%
15SPDR S&P 500 ETF TRSPY5,371$2.9M1.22%
16SCHWAB STRATEGIC TR80852430028,841$2.9M1.21%
17AMAZON COM INCAMZN14,757$2.9M1.19%
18SPDR SER TR78464A649107,970$2.7M1.13%
19SCHWAB STRATEGIC TR80852477140,171$2.7M1.12%
20ISHARES TR46428772116,540$2.5M1.04%
21GE HEALTHCARE TECHNOLOGIES IGEHC30,892$2.4M1.01%
22SPDR SER TR78468R10182,165$2.4M0.99%
23VANGUARD INDEX FDS9229087698,664$2.3M0.97%
24ALPHABET INCGOOG12,298$2.2M0.94%
25ELI LILLY & COLLY2,359$2.1M0.89%
26ISHARES TR46434V61346,067$2.1M0.87%
27CAPITAL GROUP CORE BALANCED14021D10769,071$2.1M0.86%
28ISHARES TR46435G42516,591$2.0M0.83%
29SPDR SER TR78464A85430,300$1.9M0.81%
30JPMORGAN CHASE & CO.VYLD9,530$1.9M0.81%
31ISHARES TR46428716815,670$1.9M0.79%
32ORACLE CORPORCL-PD12,540$1.8M0.74%
33TESLA INCTSLA8,444$1.7M0.70%
34AMGEN INCAMGN5,290$1.7M0.69%
35TARGET CORPTGT11,058$1.6M0.68%
36WALMART INCWMT23,828$1.6M0.67%
37SPDR SER TR78464A66458,939$1.6M0.67%
38VANGUARD WHITEHALL FDS92194640613,043$1.5M0.65%
39CAPITAL GROUP DIVIDEND VALUE14020W10646,099$1.5M0.64%
40HONEYWELL INTL INC4385161067,086$1.5M0.63%
41SCHWAB STRATEGIC TR80852475541,908$1.5M0.61%
42CAPITAL GRP FIXED INCM ETF T14020Y20153,690$1.4M0.60%
43DISNEY WALT CO25468710613,991$1.4M0.58%
44VERIZON COMMUNICATIONS INCVZ33,532$1.4M0.58%
45INVESCO EXCH TRADED FD TR IIIVZ21,244$1.4M0.58%
46ISHARES TR46435U54929,496$1.4M0.57%
47ISHARES TR46428857013,226$1.4M0.57%
48META PLATFORMS INCMETA2,715$1.4M0.57%
49CAPITAL GROUP GROWTH ETF14020G10139,879$1.3M0.55%
50BANK AMERICA CORP06050510431,719$1.3M0.53%
51COSTCO WHSL CORP NEW22160K1051,470$1.2M0.52%
52PEPSICO INCPEP7,571$1.2M0.52%
53ROCKWELL AUTOMATION INCROK4,527$1.2M0.52%
54JOHNSON & JOHNSONJNJ8,480$1.2M0.52%
55CAPITAL GROUP DIVIDEND GROWE14021L10942,687$1.2M0.51%
56TJX COS INC NEW87254010910,986$1.2M0.51%
57BOEING COBA-PA6,481$1.2M0.49%
58SPDR SER TR78464A15139,811$1.1M0.48%
59SPDR SER TR78464A40914,104$1.1M0.47%
60SCHWAB STRATEGIC TR80852484755,126$1.1M0.46%
61ISHARES TR46428887720,732$1.1M0.46%
62WASTE MGMT INC DEL94106L1094,964$1.1M0.44%
63INVESCO EXCHANGE TRADED FD TIVZ10,128$1.1M0.44%
64SPDR SER TR78464A39151,390$1.0M0.43%
65ISHARES TR46428985913,334$997,1250.42%
66ISHARES TR4642888859,712$993,4930.42%
67ISHARES TR46428743210,465$960,4630.40%
68WISDOMTREE TRWT12,238$955,1800.40%
69HERSHEY COHSY5,187$953,4470.40%
70HUNT J B TRANS SVCS INC4456581075,909$945,4910.39%
71ISHARES TR46428858810,178$934,4450.39%
72CISCO SYS INCCSCO19,340$918,8500.38%
73CAPITAL GROUP CORE EQUITY ET14020V10828,397$915,8030.38%
74PROSHARES TR74347B68012,075$888,8560.37%
75APPLIED MATLS INC0382221053,762$887,7940.37%
76APOLLO GLOBAL MGMT INC03769M1067,400$873,7180.36%
77NANO X IMAGING LTDNNOX116,907$858,0970.36%
78BERKSHIRE HATHAWAY INC DELBRK-A2,107$857,1280.36%
79ISHARES TR46432F3394,954$845,9770.35%
80ISHARES TR46435U86119,085$844,3100.35%
81DRAFTKINGS INC NEWDKNG21,837$833,5180.35%
82WYNN RESORTS LTDWYNN9,305$832,8250.35%
83CANADIAN NATL RY CO1363751026,898$814,8610.34%
84ROYAL CARIBBEAN GROUPV7780T1035,079$809,7450.34%
85SCHWAB STRATEGIC TR80852460716,821$798,1670.33%
86SPDR SER TR78464A50815,639$762,2460.32%
87ISHARES TR4642872427,106$761,2400.32%
88MERCK & CO INCMRK6,116$757,2040.32%
89VISA INCV2,857$749,8020.31%
90PROSHARES TR74347X8319,950$734,5090.31%
91RTX CORPORATIONRTX7,146$717,3990.30%
92SCHWAB STRATEGIC TR80852486214,905$717,3780.30%
93ISHARES TR46428986712,556$707,1680.30%
94HOME DEPOT INCHD2,036$700,8480.29%
95EXXON MOBIL CORPXOM5,590$643,4990.27%
96BRISTOL-MYERS SQUIBB COCELG-RI15,413$640,0930.27%
97ADVANCED MICRO DEVICES INCAMD3,889$630,8350.26%
98ISHARES TR4642878045,710$609,0430.25%
99ALPHABET INCGOOG3,301$605,4320.25%
100ISHARES TR46429B26725,441$574,2030.24%
101SPDR INDEX SHS FDS78463X15210,373$565,0010.24%
102SCHWAB STRATEGIC TR80852488815,593$554,7990.23%
103PAYPAL HLDGS INCPYPL9,555$554,4650.23%
104CHEVRON CORP NEWCVX3,541$553,8630.23%
105SNAP ON INCSNA2,072$541,7150.23%
106SCHWAB STRATEGIC TR80852470619,930$529,3410.22%
107CAPITAL GRP FIXED INCM ETF T14020Y10222,865$508,0490.21%
108SELECT SECTOR SPDR TR81369Y4072,779$506,8290.21%
109CAPITAL GROUP GBL GROWTH EQT14020X10417,215$506,8100.21%
110PACER FDS TR69374H10510,086$501,8790.21%
111PFIZER INCPFE17,697$495,1640.21%
112ABBVIE INCABBV2,867$491,7010.21%
113SELECT SECTOR SPDR TR81369Y60511,918$489,9680.20%
114FIRST TR EXCHANGE-TRADED FD33739N1089,311$475,4200.20%
115HALEON PLCHLNCF57,389$474,0360.20%
116BLACKROCK ETF TRUSTBLK10,057$472,0760.20%
117PACER FDS TR69374H3036,426$463,2500.19%
118SPDR GOLD TRGLD2,146$461,4110.19%
119FRANCO NEV CORPFNV3,885$460,4500.19%
120CONSTELLATION BRANDS INCSTZ1,726$444,0470.19%
121ISHARES TR4642876552,149$436,0830.18%
122SCHWAB CHARLES CORPSCHW-PJ5,744$423,2480.18%
123ISHARES TR4642873094,468$413,4720.17%
124ISHARES TR4642875077,058$413,0340.17%
125GLOBAL X FDS37954Y70741,352$411,4540.17%
126SCHWAB STRATEGIC TR8085247637,480$410,8020.17%
127ISHARES INC46434G1037,561$404,7650.17%
128ISHARES TR4642872264,117$399,6370.17%
129UNITEDHEALTH GROUP INCUNH784$399,2200.17%
130PROSHARES TR74348A4674,031$387,5000.16%
131EBAY INC.EBAY7,144$383,7760.16%
132BLACKROCK ETF TRUSTBLK6,258$371,7710.16%
133LOCKHEED MARTIN CORPLMT780$364,2830.15%
134SCHWAB STRATEGIC TR80852473012,294$363,5340.15%
135CAPITAL GRP FIXED INCM ETF T14020Y50813,965$360,5820.15%
136STARBUCKS CORPSBUX4,600$358,1100.15%
137LABCORP HOLDINGS INCLH1,747$355,4680.15%
138ISHARES TR4642898758,250$354,8380.15%
139ISHARES TR46436E7677,587$353,4020.15%
140BLOCK INCBSQKZ5,403$348,4390.15%
141CONOCOPHILLIPSCOP3,036$347,2580.15%
142CAPITAL GRP FIXED INCM ETF T14020Y30012,870$346,4740.14%
143AMDOCS LTDDOX4,199$331,3850.14%
144COGNIZANT TECHNOLOGY SOLUTIOCTSH4,831$328,4860.14%
145INTEL CORPINTC10,508$325,4300.14%
146QUALCOMM INCQCOM1,624$323,5640.14%
147MASTERCARD INCORPORATEDMA724$319,4000.13%
148INVESCO EXCH TRADED FD TR IIIVZ13,185$312,2210.13%
149ISHARES TR4642874081,698$309,0750.13%
150AT&T INCT-PC16,097$307,6160.13%
151MCDONALDS CORPMCD1,205$307,1920.13%
152CAMBRIA ETF TR13206150810,703$305,2070.13%
153VANGUARD SCOTTSDALE FDS92206C4093,911$302,2580.13%
154ISHARES TR4642875153,466$301,1960.13%
155NIKE INCNKE3,969$299,1720.12%
156HENRY SCHEIN INCHSIC4,607$295,3090.12%
157ISHARES TR46429B6973,510$294,7080.12%
158ISHARES TR46435G19312,955$294,3380.12%
159VANGUARD WORLD FD92204A702503$289,7780.12%
160ISHARES TR46432F8423,980$289,0930.12%
161VANGUARD INDEX FDS922908736770$287,8090.12%
162VANGUARD INDEX FDS9229087511,315$286,8210.12%
163SALESFORCE INCCRM1,096$281,8160.12%
164SPDR INDEX SHS FDS78463X8897,888$276,7210.12%
165BROADCOM INCAVGO167$268,1450.11%
166BLACKROCK MUNIHLDNGS CALI QLBLK23,657$262,5930.11%
167METLIFE INCMET-PF3,737$262,2840.11%
168SPDR SER TR78464A8702,827$262,1260.11%
169FIRST TR EXCHANGE-TRADED FD33733E3021,269$260,0690.11%
170CVS HEALTH CORPCVS4,317$254,9650.11%
171FIRST TR EXCHANGE TRADED FD33734X8464,506$254,2290.11%
172KINDER MORGAN INC DELEP-PC12,096$240,3480.10%
173COCA COLA COKO3,775$240,2590.10%
174ISHARES TR4642874572,930$239,2350.10%
175ISHARES TR464287523963$237,5050.10%
176SELECT SECTOR SPDR TR81369Y5062,588$235,9330.10%
177AMPLIFY ETF TR0321086565,001$233,9470.10%
178ISHARES TR46436E6195,478$233,0890.10%
179CAPITAL GRP FIXED INCM ETF T14020Y6078,878$228,5760.10%
180MONDELEZ INTL INC6092071053,397$222,2900.09%
181ALPS ETF TR00162Q4607,866$221,5070.09%
182MEDTRONIC PLCMDT2,786$219,2760.09%
183DIGITAL RLTY TR INC2538681031,442$219,2670.09%
184FORD MTR CO DEL34537086017,464$219,0000.09%
185ISHARES TR4642886876,910$217,9990.09%
186GENERAL MLS INC3703341043,435$217,2980.09%
187GSK PLCGLAXF5,629$216,7170.09%
188SCHWAB STRATEGIC TR8085248704,152$215,9460.09%
189AMPLIFY ETF TR03210863164,770$215,0360.09%
190ISHARES TR4642898835,748$212,2450.09%
191ISHARES TR4642884141,980$210,9690.09%
192PROCTER AND GAMBLE CO7427181091,276$210,4450.09%
193MCKESSON CORPMCK360$210,2540.09%
194ADOBE INCADBE377$209,4440.09%
195ISHARES INC46434G8636,115$205,0480.09%
196ISHARES TR4642871761,913$204,2700.09%
197SELECT SECTOR SPDR TR81369Y2091,387$202,2280.08%
198AMPLIFY ETF TR0321084095,174$200,2420.08%
199ENERGY TRANSFER L PET-PI11,730$190,2610.08%
200INDIE SEMICONDUCTOR INCINDI22,353$137,9180.06%
201DLOCAL LTDDLO16,149$130,6450.05%
202PIMCO HIGH INCOME FD72201410725,539$123,0980.05%
203SOFI TECHNOLOGIES INCSOFI15,786$104,3450.04%
204BLACKROCK INNOVATION AND GRWBLK10,563$76,3690.03%
205PDS BIOTECHNOLOGY CORPPDSB18,800$55,0840.02%
206ALTISOURCE PORTFOLIO SOLNS SL0175J10414,800$20,8680.01%