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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 Q1 2025 · Filed May 6, 2025 · Accession 0001085146-25-002656

Total Value
$334.8M
Positions
252
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (252)

#IssuerTicker / CUSIPSharesValue% of Filing
1GE AEROSPACE36960430188,452$17.7M5.29%
2NVIDIA CORPORATIONNVDA81,721$8.9M2.65%
3MICROSOFT CORPMSFT21,635$8.1M2.43%
4SCHWAB STRATEGIC TR808524839348,284$8.1M2.41%
5APPLE INCAAPL36,299$8.1M2.41%
6CAPITAL GROUP DIVIDEND VALUE14020W106225,687$8.0M2.40%
7INVESCO QQQ TRIVZ13,954$6.5M1.95%
8GE VERNOVA INCGEV21,406$6.5M1.95%
9SPDR SER TR78464A80594,678$6.4M1.92%
10SCHWAB STRATEGIC TR808524201235,436$5.2M1.55%
11SPDR SER TR78468R66355,605$5.1M1.52%
12SPDR S&P 500 ETF TRSPY8,995$5.0M1.50%
13ISHARES TR4642872008,687$4.9M1.46%
14VANGUARD SPECIALIZED FUNDS92190884423,861$4.6M1.38%
152023 ETF SERIES TRUST II90139K100145,900$4.6M1.36%
16SPDR SER TR78464A85469,200$4.6M1.36%
17ISHARES TR46436E528188,092$4.4M1.30%
18PUTNAM ETF TRUST746729300109,520$4.2M1.25%
19CAPITAL GROUP CORE BALANCED14021D107131,354$4.1M1.22%
20ISHARES TR46434V87879,365$4.0M1.20%
21INVESCO EXCH TRADED FD TR IIIVZ42,203$3.9M1.17%
22TESLA INCTSLA14,188$3.7M1.10%
23SCHWAB STRATEGIC TR808524805168,672$3.3M1.00%
24AMAZON COM INCAMZN17,328$3.3M0.98%
25SCHWAB STRATEGIC TR808524771124,417$2.9M0.88%
26WISDOMTREE TRWT36,205$2.9M0.86%
27JPMORGAN CHASE & CO.VYLD11,461$2.8M0.84%
28SCHWAB STRATEGIC TR808524300106,027$2.7M0.79%
29SPDR SER TR78468R10188,131$2.6M0.77%
30WISDOMTREE TRWT57,913$2.5M0.76%
31GE HEALTHCARE TECHNOLOGIES IGEHC30,687$2.5M0.74%
32CAPITAL GROUP DIVIDEND GROWE14021L10979,930$2.5M0.74%
33VANGUARD INDEX FDS9229087698,802$2.4M0.72%
34CAPITAL GRP FIXED INCM ETF T14020Y20189,378$2.4M0.72%
35ALPHABET INCGOOG15,480$2.4M0.72%
36ELI LILLY & COLLY2,891$2.4M0.71%
37ISHARES TR46428772116,800$2.4M0.70%
38INVESCO EXCHANGE TRADED FD TIVZ25,607$2.3M0.70%
39SPDR SER TR78464A64989,596$2.3M0.68%
40ISHARES TR46434V61349,422$2.3M0.68%
41ISHARES TR46428716816,531$2.2M0.66%
42WALMART INCWMT24,961$2.2M0.65%
43ORACLE CORPORCL-PD13,509$1.9M0.56%
44CAPITAL GROUP GROWTH ETF14020G10154,709$1.9M0.56%
45ISHARES TR4642876559,364$1.9M0.56%
46AMGEN INCAMGN5,951$1.9M0.55%
47META PLATFORMS INCMETA3,201$1.8M0.55%
48PGIM ETF TR69344A10736,652$1.8M0.54%
49ISHARES TR46428867916,408$1.8M0.54%
50COSTCO WHSL CORP NEW22160K1051,898$1.8M0.54%
51INVESCO EXCHANGE TRADED FD TIVZ27,060$1.8M0.54%
52CAPITAL GROUP CORE EQUITY ET14020V10853,402$1.8M0.53%
53ISHARES TR46432F33910,148$1.7M0.52%
54ISHARES TR46428857016,741$1.7M0.51%
55FIDELITY COVINGTON TRUST31609282427,700$1.7M0.50%
56VANGUARD WHITEHALL FDS92194640612,869$1.7M0.50%
57SCHWAB STRATEGIC TR80852475545,889$1.7M0.50%
58ISHARES TR46435U54933,825$1.6M0.48%
59WASTE MGMT INC DEL94106L1096,864$1.6M0.47%
60ISHARES TR46428868750,786$1.6M0.47%
61JOHNSON & JOHNSONJNJ9,152$1.5M0.45%
62HONEYWELL INTL INC4385161067,116$1.5M0.45%
63ISHARES TR46428887725,162$1.5M0.44%
64SPDR SER TR78464A66453,204$1.5M0.43%
65ISHARES TR46428730915,438$1.4M0.43%
66INVESCO EXCH TRADED FD TR IIIVZ19,051$1.4M0.43%
67CISCO SYS INCCSCO22,932$1.4M0.42%
68INVESCO EXCHANGE TRADED FD TIVZ12,524$1.4M0.42%
69TJX COS INC NEW87254010911,445$1.4M0.42%
70BLACKROCK ETF TRUSTBLK28,337$1.4M0.41%
71SPDR INDEX SHS FDS78463X88937,856$1.4M0.41%
72VISA INCV3,904$1.4M0.41%
73BOEING COBA-PA7,756$1.3M0.40%
74BANK AMERICA CORP06050510431,391$1.3M0.39%
75SCHWAB STRATEGIC TR80852484760,384$1.3M0.39%
76BLACKSTONE SECD LENDING FDBX40,085$1.3M0.39%
77VANGUARD WHITEHALL FDS92194679417,390$1.3M0.38%
78ROCKWELL AUTOMATION INCROK4,929$1.3M0.38%
79SPDR INDEX SHS FDS78463X50932,182$1.3M0.38%
80ISHARES TR46435G42510,182$1.2M0.37%
81PEPSICO INCPEP8,263$1.2M0.37%
82ISHARES TR46428985916,120$1.2M0.37%
83BERKSHIRE HATHAWAY INC DELBRK-A2,278$1.2M0.36%
84VANGUARD WORLD FD9219108736,000$1.2M0.36%
85ARES CAPITAL CORPARCC53,642$1.2M0.36%
86DISNEY WALT CO25468710611,933$1.2M0.35%
87VERIZON COMMUNICATIONS INCVZ24,505$1.1M0.33%
88ISHARES TR46428750719,050$1.1M0.33%
89HERSHEY COHSY6,456$1.1M0.33%
90ALPS ETF TR00162Q45220,855$1.1M0.32%
91J P MORGAN EXCHANGE TRADED F46641Q33218,639$1.1M0.32%
92SPDR SER TR78464A40913,218$1.1M0.32%
93CAPITAL GROUP GBL GROWTH EQT14020X10437,294$1.1M0.32%
94HOME DEPOT INCHD2,873$1.1M0.31%
95ISHARES TR4642874085,496$1.0M0.31%
96ISHARES TR46428888510,388$1.0M0.31%
97J P MORGAN EXCHANGE TRADED F46654Q20320,000$1.0M0.31%
98ISHARES TR46428858810,992$1.0M0.31%
99SPDR SER TR78464A15134,366$1.0M0.30%
100HUNT J B TRANS SVCS INC4456581076,709$992,6180.30%
101RTX CORPORATIONRTX7,437$985,0520.29%
102ISHARES TR46435U86119,682$954,9580.29%
103CAPITAL GRP FIXED INCM ETF T14020Y10241,552$932,8360.28%
104PROSHARES TR74347B68011,472$925,2340.28%
105INTEL CORPINTC40,535$920,5420.27%
106WYNN RESORTS LTDWYNN10,809$902,5700.27%
107ISHARES TR4642872428,203$891,6210.27%
108SPDR SER TR78464A39144,106$885,2030.26%
109TARGET CORPTGT8,396$876,2570.26%
110CHEVRON CORP NEWCVX5,046$844,2090.25%
111SNAP ON INCSNA2,452$826,2470.25%
112SCHWAB STRATEGIC TR80852460735,148$823,5230.25%
113SCHWAB STRATEGIC TR80852486233,780$822,2050.25%
114BRISTOL-MYERS SQUIBB COCELG-RI13,088$798,2420.24%
115BLACKROCK ETF TRUST IIBLK14,769$773,6180.23%
116SPDR SER TR78464A50815,116$771,9770.23%
117ROYAL CARIBBEAN GROUPV7780T1033,644$748,6230.22%
118EXXON MOBIL CORPXOM6,198$737,0770.22%
119ISHARES TR4642874327,940$722,7860.22%
120CANADIAN NATL RY CO1363751027,294$710,8730.21%
121PROSHARES TR74347X50014,735$693,8950.21%
122CAPITAL GRP FIXED INCM ETF T14020Y50825,831$678,8280.20%
123CAPITAL GRP FIXED INCM ETF T14020Y30024,416$666,5550.20%
124SPDR GOLD TRGLD2,198$633,3320.19%
125WORLD GOLD TRGLDW10,223$632,7010.19%
126PFIZER INCPFE24,634$624,2180.19%
127FIDELITY COVINGTON TRUST31609236014,021$609,9140.18%
128ABBVIE INCABBV2,887$604,8240.18%
129SCHWAB STRATEGIC TR80852488816,827$603,7510.18%
130SELECT SECTOR SPDR TR81369Y60512,109$603,1250.18%
131ADVANCED MICRO DEVICES INCAMD5,870$603,0840.18%
132BONDBLOXX ETF TRUST09789C81212,567$585,2450.17%
133SCHWAB STRATEGIC TR80852470620,972$578,1970.17%
134NANO X IMAGING LTDNNOX115,187$575,3590.17%
135APOLLO GLOBAL MGMT INC03769M1064,190$573,7790.17%
136UNITEDHEALTH GROUP INCUNH1,093$572,5260.17%
137ISHARES TR4642898679,898$569,8240.17%
138PROSHARES TR74347X8319,922$568,5350.17%
139HALEON PLCHLNCF53,797$553,5740.17%
140SELECT SECTOR SPDR TR81369Y4072,779$548,8180.16%
141APPLIED MATLS INC0382221053,762$545,9410.16%
142ISHARES INC46434G10310,096$544,8630.16%
143ALPHABET INCGOOG3,432$536,2580.16%
144MERCK & CO INCMRK5,953$534,3000.16%
145BLACKROCK ETF TRUSTBLK8,802$533,4450.16%
146LABCORP HOLDINGS INCLH2,292$533,3550.16%
147PACER FDS TR69374H10510,097$519,4720.16%
148AMDOCS LTDDOX5,490$502,3350.15%
149ISHARES INC46434G7648,975$494,4390.15%
150INVESCO EXCH TRADED FD TR IIIVZ2,550$492,2010.15%
151FINWISE BANCORPFINW28,022$490,6650.15%
152LOCKHEED MARTIN CORPLMT1,088$486,0900.15%
153DUPONT DE NEMOURS INCDD6,233$465,4800.14%
154ISHARES BITCOIN TRUST ETFIBIT9,850$461,0780.14%
155ULTA BEAUTY INCULTA1,254$459,6410.14%
156COGNIZANT TECHNOLOGY SOLUTIOCTSH5,945$454,8260.14%
157MASTERCARD INCORPORATEDMA827$453,3410.14%
158SPDR INDEX SHS FDS78463X1528,151$452,4820.14%
159SCHWAB CHARLES CORPSCHW-PJ5,768$451,4890.13%
160PACER FDS TR69374H3036,286$446,3980.13%
161ISHARES TR46429B26719,135$439,8110.13%
162SCHWAB STRATEGIC TR80852476315,817$433,2280.13%
163NOBLE CORP PLCNE-WT17,853$423,1160.13%
164MOLINA HEALTHCARE INCMOH1,252$412,3960.12%
165PROSHARES TR74348A4674,031$411,8880.12%
166ISHARES TR46435G19317,769$409,7530.12%
167AT&T INCT-PC14,465$409,0570.12%
168EVOLENT HEALTH INCEVH43,192$409,0280.12%
169ISHARES TR46436E7678,735$407,6620.12%
170TRANSMEDICS GROUP INCTMDX6,058$407,5820.12%
171PAYPAL HLDGS INCPYPL6,231$406,5730.12%
172NIKE INCNKE6,388$405,5020.12%
173SCHWAB STRATEGIC TR80852473013,044$401,7550.12%
174HUMANA INCHUM1,499$396,6350.12%
175FRANCO NEV CORPFNV2,490$392,3240.12%
176WISDOMTREE TRWT3,906$387,3190.12%
177MCDONALDS CORPMCD1,224$382,4000.11%
178ISHARES TR4642898758,712$382,2640.11%
179ISHARES TR4642872263,830$378,8640.11%
180TENABLE HLDGS INC88025T10210,801$377,8190.11%
181MONDELEZ INTL INC6092071055,549$376,4700.11%
182ODDITY TECH LTDODD8,533$369,1380.11%
183HENRY SCHEIN INCHSIC5,273$361,1480.11%
184RAPID7 INCRPD13,531$358,7070.11%
185COHERENT CORPCOHR5,415$351,6500.11%
186SALESFORCE INCCRM1,304$349,9310.10%
187SELECT SECTOR SPDR TR81369Y5063,737$349,2380.10%
188RINGCENTRAL INCRNG13,877$343,5950.10%
189EBAY INC.EBAY5,037$341,1560.10%
190COCA COLA COKO4,748$340,0580.10%
191WISDOMTREE TRWT4,135$339,7730.10%
192BBB FOODS INCTBBB12,703$338,9160.10%
193REALTY INCOME CORPO5,718$331,7010.10%
194SPDR SER TR78464A6073,319$328,9790.10%
195CONOCOPHILLIPSCOP3,036$318,8410.10%
196ENTERPRISE PRODS PARTNERS L2937921079,169$313,0430.09%
197ISHARES TR46435U16813,363$310,5640.09%
198INVESCO EXCH TRADED FD TR IIIVZ13,100$301,8240.09%
199ISHARES TR4642874573,606$298,3240.09%
200ROCKET LAB USA INCRKLB16,657$297,8270.09%
201VANGUARD INDEX FDS9229087511,341$297,2790.09%
202PALANTIR TECHNOLOGIES INCPLTR3,515$296,6660.09%
203METLIFE INCMET-PF3,689$296,1890.09%
204PROCTER AND GAMBLE CO7427181091,723$293,6390.09%
205DRAFTKINGS INC NEWDKNG8,800$292,2480.09%
206VANGUARD INDEX FDS922908736788$292,2300.09%
207CALAMOS DYNAMIC CONV & INCOM12811V10513,719$292,0780.09%
208DATADOG INCDDOG2,904$288,1060.09%
209ISHARES TR4642898837,646$287,7310.09%
210ISHARES TR4642882813,166$286,8080.09%
211STARBUCKS CORPSBUX2,893$283,7740.08%
212VANGUARD WORLD FD92204A702518$280,8200.08%
213ISHARES TR4642875153,135$278,9840.08%
214ACV AUCTIONS INCACVA19,668$277,1220.08%
215RXSIGHT INCRXST10,788$272,3970.08%
216FIRST TR EXCHANGE TRADED FD33734X8464,239$267,0570.08%
217HENRY JACK & ASSOC INC4262811011,433$261,6540.08%
218FIRST SOLAR INCFSLR2,026$256,1470.08%
219MEDTRONIC PLCMDT2,840$255,1910.08%
220BLACKROCK MUNIHLDNGS CALI QLBLK23,657$253,3660.08%
221FIRST TR EXCH TRADED FD III33739N1084,936$248,8840.07%
222ISHARES TR46436E7593,683$248,0130.07%
223VANECK ETF TRUST92189F6761,160$245,3050.07%
224AMICUS THERAPEUTICS INCFOLD29,513$240,8260.07%
225ISHARES TR4642878042,300$240,5620.07%
226FIRST TR EXCHANGE-TRADED FD33741X1027,178$240,4690.07%
227SCHWAB STRATEGIC TR8085248708,919$239,8320.07%
228ALVOTECHALVOW24,680$238,6560.07%
229FIRST TR EXCHANGE-TRADED FD33733E3021,069$237,4780.07%
230WELLS FARGO CO NEW9497461013,291$236,2610.07%
231MCKESSON CORPMCK351$236,1400.07%
232QUALCOMM INCQCOM1,506$231,3160.07%
233SAREPTA THERAPEUTICS INCSRPT3,588$228,9860.07%
234INVESCO EXCHANGE TRADED FD TIVZ4,909$225,9230.07%
235ISHARES TR4642884142,128$224,3760.07%
236GENERAL MLS INC3703341043,731$223,0760.07%
237CAPITAL GROUP INTL FOCUS EQT14019W1098,947$219,0210.07%
238KINDER MORGAN INC DELEP-PC7,671$218,8540.07%
239ISHARES GOLD TRIAU3,710$218,7420.07%
240BROADCOM INCAVGO1,289$215,7890.06%
241CVS HEALTH CORPCVS3,178$215,3090.06%
242AMPLIFY ETF TR0321084095,279$215,2170.06%
243ENPHASE ENERGY INCENPH3,397$210,7840.06%
244CAPITAL GROUP INTERNATIONAL14021M1077,185$210,6670.06%
245AUTOZONE INCAZO55$209,7030.06%
246EXTRA SPACE STORAGE INCEXR1,372$203,7280.06%
247OSCAR HEALTH INCOSCR14,392$188,6790.06%
248FORD MTR CO34537086018,720$187,7580.06%
249NIO INCNIOIF42,710$162,7250.05%
250LIGHTSPEED COMMERCE INCLSPD13,653$119,4640.04%
251PIMCO HIGH INCOME FD72201410723,626$115,5310.03%
252PDS BIOTECHNOLOGY CORPPDSB18,800$22,3720.01%