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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 Q4 2024 · Filed January 24, 2025 · Accession 0001085146-25-000489

Total Value
$327.4M
Positions
247
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (247)

#IssuerTicker / CUSIPSharesValue% of Filing
1GE AEROSPACE36960430188,540$14.8M4.51%
2NVIDIA CORPORATIONNVDA81,611$11.0M3.35%
3MICROSOFT CORPMSFT21,378$9.0M2.75%
4APPLE INCAAPL35,937$9.0M2.75%
5INVESCO QQQ TRIVZ13,922$7.1M2.17%
6SPDR SER TR78468R66377,692$7.1M2.17%
7GE VERNOVA INCGEV21,292$7.0M2.14%
8SPDR SER TR78464A80597,154$6.9M2.12%
9SCHWAB STRATEGIC TR808524839293,536$6.7M2.04%
10CAPITAL GROUP DIVIDEND VALUE14020W106177,542$6.3M1.91%
11ISHARES TR4642872009,816$5.8M1.77%
12SCHWAB STRATEGIC TR808524201240,399$5.6M1.70%
132023 ETF SERIES TRUST II90139K100153,900$4.9M1.50%
14VANGUARD SPECIALIZED FUNDS92190884424,983$4.9M1.49%
15TESLA INCTSLA11,507$4.6M1.42%
16SPDR S&P 500 ETF TRSPY7,878$4.6M1.41%
17SPDR SER TR78464A85459,766$4.1M1.26%
18PUTNAM ETF TRUST746729300107,520$4.0M1.22%
19AMAZON COM INCAMZN17,404$3.8M1.17%
20ISHARES TR46434V87874,406$3.8M1.15%
21INVESCO EXCH TRADED FD TR IIIVZ39,079$3.7M1.13%
22CAPITAL GROUP CORE BALANCED14021D107112,154$3.5M1.07%
23WISDOMTREE TRWT69,700$3.4M1.05%
24SCHWAB STRATEGIC TR808524300113,252$3.2M0.96%
25ISHARES TR46436E528131,127$3.0M0.93%
26SCHWAB STRATEGIC TR808524805158,891$2.9M0.90%
27SCHWAB STRATEGIC TR808524771121,586$2.9M0.88%
28ALPHABET INCGOOG15,193$2.9M0.88%
29WISDOMTREE TRWT34,539$2.8M0.85%
30SPDR SER TR78468R10195,559$2.8M0.85%
31JPMORGAN CHASE & CO.VYLD11,121$2.7M0.81%
32ISHARES TR46428772116,405$2.6M0.80%
33INVESCO EXCHANGE TRADED FD TIVZ38,780$2.6M0.79%
34INVESCO EXCHANGE TRADED FD TIVZ25,660$2.5M0.77%
35ISHARES TR46434V61354,830$2.5M0.76%
36VANGUARD INDEX FDS9229087698,536$2.5M0.76%
37SPDR SER TR78464A64998,285$2.5M0.75%
38GE HEALTHCARE TECHNOLOGIES IGEHC30,694$2.4M0.73%
39WALMART INCWMT24,489$2.2M0.68%
40TIDAL ETF TR886364231110,400$2.2M0.67%
41ORACLE CORPORCL-PD13,165$2.2M0.67%
42ISHARES TR46428716816,334$2.1M0.66%
43ELI LILLY & COLLY2,750$2.1M0.65%
44CAPITAL GROUP DIVIDEND GROWE14021L10963,438$1.9M0.57%
45META PLATFORMS INCMETA3,147$1.8M0.56%
46CAPITAL GROUP GROWTH ETF14020G10148,735$1.8M0.55%
47CAPITAL GRP FIXED INCM ETF T14020Y20165,072$1.8M0.54%
48ISHARES TR4642876557,731$1.7M0.52%
49FIDELITY COVINGTON TRUST31609282427,700$1.7M0.51%
50VANGUARD WHITEHALL FDS92194640612,863$1.6M0.50%
51ISHARES TR46435G42512,659$1.6M0.50%
52COSTCO WHSL CORP NEW22160K1051,759$1.6M0.49%
53HONEYWELL INTL INC4385161067,129$1.6M0.49%
54TARGET CORPTGT11,758$1.6M0.49%
55AMGEN INCAMGN6,002$1.6M0.48%
56CAPITAL GROUP CORE EQUITY ET14020V10844,043$1.5M0.47%
57WISDOMTREE TRWT18,135$1.5M0.46%
58ISHARES TR46428857013,531$1.5M0.46%
59FIRST TR EXCHANGE-TRADED FD33738R70419,350$1.5M0.46%
60INVESCO EXCHANGE TRADED FD TIVZ12,030$1.5M0.45%
61SCHWAB STRATEGIC TR80852475543,797$1.5M0.44%
62SPDR SER TR78464A66455,495$1.5M0.44%
63DISNEY WALT CO25468710612,891$1.4M0.44%
64INVESCO EXCH TRADED FD TR IIIVZ20,400$1.4M0.44%
65VERIZON COMMUNICATIONS INCVZ35,546$1.4M0.43%
66ISHARES TR46435U54930,055$1.4M0.43%
67BANK AMERICA CORP06050510431,340$1.4M0.42%
68ISHARES TR46432F3397,634$1.4M0.42%
69TJX COS INC NEW87254010911,198$1.4M0.41%
70JOHNSON & JOHNSONJNJ9,352$1.4M0.41%
71WASTE MGMT INC DEL94106L1096,693$1.4M0.41%
72BOEING COBA-PA7,608$1.3M0.41%
73CISCO SYS INCCSCO22,538$1.3M0.41%
74ISHARES TR46428887725,253$1.3M0.40%
75ROCKWELL AUTOMATION INCROK4,609$1.3M0.40%
76VANGUARD WORLD FD9219108736,000$1.3M0.39%
77PEPSICO INCPEP8,028$1.2M0.37%
78ISHARES TR46428888512,485$1.2M0.37%
79ISHARES TR46428985915,732$1.2M0.37%
80VISA INCV3,804$1.2M0.37%
81SCHWAB STRATEGIC TR80852484756,467$1.2M0.36%
82INVESCO EXCHANGE TRADED FD TIVZ10,223$1.2M0.36%
83SPDR SER TR78464A40913,097$1.2M0.35%
84ISHARES TR46428730910,959$1.1M0.34%
85HUNT J B TRANS SVCS INC4456581076,510$1.1M0.34%
86ISHARES TR46428858812,000$1.1M0.34%
87ROYAL CARIBBEAN GROUPV7780T1034,704$1.1M0.33%
88HERSHEY COHSY6,368$1.1M0.33%
89ISHARES TR46428750716,919$1.1M0.32%
90SPDR SER TR78464A15136,572$1.0M0.32%
91HOME DEPOT INCHD2,663$1.0M0.32%
92BERKSHIRE HATHAWAY INC DELBRK-A2,283$1.0M0.32%
93BLACKROCK ETF TRUSTBLK19,992$1.0M0.31%
94PROSHARES TR74347B68012,130$978,4230.30%
95ISHARES TR46435U86119,681$932,8720.28%
96SPDR SER TR78464A39147,526$928,1730.28%
97WYNN RESORTS LTDWYNN10,718$923,4940.28%
98RTX CORPORATIONRTX7,706$891,7050.27%
99SCHWAB STRATEGIC TR80852460734,271$886,2570.27%
100CAPITAL GROUP GBL GROWTH EQT14020X10429,910$873,9560.27%
101ISHARES TR4642872428,088$864,0920.26%
102BRISTOL-MYERS SQUIBB COCELG-RI14,903$842,8920.26%
103NANO X IMAGING LTDNNOX116,437$838,3460.26%
104SNAP ON INCSNA2,355$799,4130.24%
105PROSHARES TR74347X8319,922$785,1340.24%
106SCHWAB STRATEGIC TR80852486232,501$781,9740.24%
107ISHARES TR4642886797,023$773,2690.24%
108SPDR SER TR78464A50815,116$773,0350.24%
109CAPITAL GRP FIXED INCM ETF T14020Y10233,685$747,7980.23%
110CHEVRON CORP NEWCVX5,141$744,6260.23%
111ISHARES TR4642874328,353$729,4610.22%
112CANADIAN NATL RY CO1363751027,097$720,4160.22%
113APOLLO GLOBAL MGMT INC03769M1064,190$692,0200.21%
114ADVANCED MICRO DEVICES INCAMD5,702$688,7450.21%
115SPDR INDEX SHS FDS78463X88919,529$666,5140.20%
116EXXON MOBIL CORPXOM6,131$659,5120.20%
117PFIZER INCPFE24,768$657,0850.20%
118BLACKSTONE SECD LENDING FDBX20,262$654,6650.20%
119DRAFTKINGS INC NEWDKNG17,399$647,2430.20%
120ISHARES TR46428986711,157$639,5350.20%
121ALPHABET INCGOOG3,337$635,5860.19%
122SELECT SECTOR SPDR TR81369Y4072,779$623,4900.19%
123APPLIED MATLS INC0382221053,762$611,8140.19%
124PAYPAL HLDGS INCPYPL7,042$601,0180.18%
125J P MORGAN EXCHANGE TRADED F46641Q33210,089$580,4200.18%
126SPDR INDEX SHS FDS78463X50915,071$578,2760.18%
127MERCK & CO INCMRK5,783$575,2650.18%
128SELECT SECTOR SPDR TR81369Y60511,734$567,1080.17%
129J P MORGAN EXCHANGE TRADED F46654Q20310,000$563,8000.17%
130ISHARES TR4642874082,917$556,8690.17%
131EXTRA SPACE STORAGE INCEXR3,706$554,4180.17%
132SCHWAB STRATEGIC TR80852488816,138$554,0160.17%
133ABBVIE INCABBV3,086$548,4010.17%
134SCHWAB STRATEGIC TR80852470620,362$542,2390.17%
135HALEON PLCHLNCF56,683$540,7590.17%
136PACER FDS TR69374H10510,086$538,9960.16%
137INVESCO EXCH TRADED FD TR IIIVZ2,557$538,1210.16%
138VANGUARD WHITEHALL FDS9219467947,882$535,0540.16%
139SPDR GOLD TRGLD2,207$534,3810.16%
140CAPITAL GRP FIXED INCM ETF T14020Y30019,040$519,4160.16%
141CAPITAL GRP FIXED INCM ETF T14020Y50820,053$517,1660.16%
142LOCKHEED MARTIN CORPLMT1,045$507,7790.16%
143UNITEDHEALTH GROUP INCUNH1,003$507,4360.16%
144ISHARES TR46429B26721,944$504,2850.15%
145LABCORP HOLDINGS INCLH2,180$499,8410.15%
146BLACKROCK ETF TRUSTBLK7,733$495,2990.15%
147CONSTELLATION BRANDS INCSTZ2,225$491,7100.15%
148ULTA BEAUTY INCULTA1,123$488,4260.15%
149ISHARES TR46428868714,998$471,5350.14%
150PACER FDS TR69374H3036,266$463,8090.14%
151COGNIZANT TECHNOLOGY SOLUTIOCTSH5,941$456,8400.14%
152SCHWAB STRATEGIC TR80852476315,286$453,9940.14%
153DUPONT DE NEMOURS INCDD5,940$452,9250.14%
154GLOBAL X FDS37954Y70751,966$451,0870.14%
155MASTERCARD INCORPORATEDMA841$442,8710.14%
156NIKE INCNKE5,834$441,4500.13%
157BLACKROCK ETF TRUST IIBLK8,480$441,1430.13%
158SALESFORCE INCCRM1,304$435,8470.13%
159AMDOCS LTDDOX5,117$435,6610.13%
160SCHWAB CHARLES CORPSCHW-PJ5,860$433,6980.13%
161ISHARES TR46436E7678,539$424,5590.13%
162EBAY INC.EBAY6,833$423,3040.13%
163SPDR INDEX SHS FDS78463X1528,151$416,6030.13%
164ISHARES INC46434G1037,728$403,5380.12%
165PROSHARES TR74348A4674,031$401,2860.12%
166ISHARES TR4642898759,044$392,8710.12%
167ISHARES INC46434G7646,848$379,7270.12%
168SELECT SECTOR SPDR TR81369Y5064,431$379,5660.12%
169ISHARES TR46435U16816,058$372,5410.11%
170SCHWAB STRATEGIC TR80852473012,642$367,2500.11%
171HENRY SCHEIN INCHSIC5,273$364,8920.11%
172ISHARES TR4642872263,720$360,4680.11%
173MCDONALDS CORPMCD1,224$354,7040.11%
174FIRST TR EXCH TRADED FD III33739N1086,884$351,1530.11%
175BROADCOM INCAVGO1,514$351,0030.11%
176FIRST TR EXCHANGE-TRADED FD33741X1029,712$348,1750.11%
177TRANSMEDICS GROUP INCTMDX5,550$346,0420.11%
178BBB FOODS INCTBBB12,132$343,0930.10%
179AT&T INCT-PC14,462$329,2940.10%
180SPDR SER TR78464A6073,317$327,9360.10%
181COUPANG INCCPNG14,562$320,0730.10%
182ISHARES TR4642875153,169$317,2810.10%
183ISHARES TR46435G19313,959$317,1480.10%
184VANGUARD INDEX FDS922908736768$315,1840.10%
185UBER TECHNOLOGIES INCUBER5,158$311,1310.10%
186ALVOTECHALVOW23,467$310,4680.09%
187VANGUARD INDEX FDS9229087511,288$309,5410.09%
188INVESCO EXCH TRADED FD TR IIIVZ13,100$309,2910.09%
189VANGUARD WORLD FD92204A702494$306,9790.09%
190METLIFE INCMET-PF3,688$302,0130.09%
191CONOCOPHILLIPSCOP3,036$301,0800.09%
192ISHARES TR4642878042,595$299,0440.09%
193COCA COLA COKO4,768$296,8390.09%
194BACKBLAZE INCBLZE48,860$294,1370.09%
195FRANCO NEV CORPFNV2,490$292,7990.09%
196FIRST TR EXCHANGE-TRADED FD33733E3021,198$291,3180.09%
197PROCTER AND GAMBLE CO7427181091,715$287,5720.09%
198FIRST TR EXCHANGE TRADED FD33734X8464,523$286,9840.09%
199ISHARES TR4642898837,640$284,9750.09%
200FIRST SOLAR INCFSLR1,589$280,0450.09%
201SPDR SER TR78464A8703,080$277,4250.08%
202ISHARES TR4642874573,363$275,6990.08%
203ENTERPRISE PRODS PARTNERS L2937921078,784$275,4560.08%
204STARBUCKS CORPSBUX2,938$268,0930.08%
205TENABLE HLDGS INC88025T1026,739$265,3820.08%
206HALOZYME THERAPEUTICS INCHALO5,538$264,7720.08%
207BEIGENE LTDBEIGF1,420$262,2880.08%
208AMICUS THERAPEUTICS INCFOLD27,523$259,2670.08%
209RAPID7 INCRPD6,298$253,3690.08%
210BLACKROCK MUNIHLDNGS CALI QLBLK23,657$251,4740.08%
211HENRY JACK & ASSOC INC4262811011,431$250,8920.08%
212PINTEREST INCPINS8,602$249,4580.08%
213EVOLENT HEALTH INCEVH21,320$239,8500.07%
214MOLINA HEALTHCARE INCMOH824$239,8250.07%
215GENERAL MLS INC3703341043,731$237,9260.07%
216ISHARES TR46436E6195,577$236,9110.07%
217NOBLE CORP PLCNE-WT7,429$233,2710.07%
218ALPS ETF TR00162Q4608,920$232,2770.07%
219WELLS FARGO CO NEW9497461013,291$231,1600.07%
220SCHWAB STRATEGIC TR8085248708,919$230,3780.07%
221AMPLIFY ETF TR032108631102,693$230,0320.07%
222QUALCOMM INCQCOM1,489$228,6970.07%
223MEDTRONIC PLCMDT2,840$226,8490.07%
224ISHARES TR4642884142,128$226,7380.07%
225ENPHASE ENERGY INCENPH3,258$223,7590.07%
226HUMANA INCHUM878$222,7570.07%
227MONDELEZ INTL INC6092071053,699$220,9120.07%
228ROCKET LAB USA INCRKLB8,413$214,2790.07%
229BLOCK INCBSQKZ2,510$213,3250.07%
230ISHARES TR46436E7593,299$213,1810.07%
231INTEL CORPINTC10,571$211,9420.06%
232CAPITAL GROUP INTL FOCUS EQT14019W1098,553$211,0010.06%
233KINDER MORGAN INC DELEP-PC7,671$210,1850.06%
234ISHARES TR464287523963$207,5170.06%
235MCKESSON CORPMCK361$205,4930.06%
236ISHARES TR46429B6972,311$205,2260.06%
237FIRST TR EXCHANGE-TRADED FD33733B1001,995$203,6040.06%
238AMPLIFY ETF TR0321084095,027$203,5050.06%
239ISHARES INC46434G8636,008$200,6110.06%
240OSCAR HEALTH INCOSCR13,486$181,2520.06%
241FORD MTR CO34537086018,029$178,4910.05%
242NIO INCNIOIF39,767$173,3840.05%
243NU HLDGS LTDNU15,229$157,7720.05%
244STONECO LTDSTNE15,514$123,6470.04%
245PIMCO HIGH INCOME FD72201410723,626$114,8220.04%
246PDS BIOTECHNOLOGY CORPPDSB18,800$30,6440.01%
247ALTISOURCE PORTFOLIO SOLNS SL0175J10414,800$9,7300.00%