StockDriftsStockDriftsTop 50 Tempus Wealth Planning, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GE | GE AEROSPACE | 5.73% | 87.8K | $24.9M | -0.31%(-273) | $51.04(+477.38%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 4.29% | 21.4K | $18.7M | -0.28%(-60) | $157.06(+576.52%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.6% | 65.0K | $11.3M | -0.01%(-6) | $30.98(+628.85%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 2.41% | 246.3K | $10.5M | -2.21%(-5.56K) | $35.08(+36.27%) | 2026-03-31 | |
| SCHZ | SCHWAB STRATEGIC TR | 2.35% | 440.4K | $10.2M | +10.71%(+42.60K) | $23.04(+0.16%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.07% | 35.6K | $9.0M | +0.12%(+44) | $128.47(+132.64%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 1.89% | 14.2K | $8.2M | -1.43%(-207) | $401.74(+77.90%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.81% | 21.3K | $7.9M | +1.62%(+340) | $208.11(+94.71%) | 2026-03-31 | |
| SPTM | SPDR SERIES TRUST | 1.75% | 96.5K | $7.6M | -1.15%(-1.12K) | $48.17(+86.62%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 1.67% | 79.2K | $7.3M | +51.86%(+27.05K) | $91.58(-0.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.31% | +69.82% |
| Top 20 Holdings Unweighted | +18.04% | +64.46% |
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