304 is the total number of securities Tempus Wealth Planning, LLC has owned. The longest Tempus Wealth Planning, LLC has owned a single stock is 16 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SPTS | SPDR SER TR | 16 | 16 | 1.74% | 7.12% | 17.28% | Q4 2019 | Q3 2023 | 16 |
MSFT | MICROSOFT CORP | 16 | 16 | 2.34% | 4.04% | 5.05% | Q4 2019 | Q3 2023 | 16 |
SPAB | SPDR SER TR | 16 | 16 | 1.35% | 3.79% | 9.60% | Q4 2019 | Q3 2023 | 16 |
IBND | SPDR SER TR | 16 | 16 | 0.66% | 3.24% | 8.76% | Q4 2019 | Q3 2023 | 16 |
AAPL | APPLE INC | 16 | 16 | 0.93% | 3.05% | 4.73% | Q4 2019 | Q3 2023 | 16 |
EBND | SPDR SER TR | 16 | 16 | 0.61% | 2.37% | 6.08% | Q4 2019 | Q3 2023 | 16 |
SPIP | SPDR SER TR | 16 | 16 | 0.23% | 2.34% | 3.66% | Q4 2019 | Q3 2023 | 16 |
JNJ | JOHNSON & JOHNSON | 16 | 16 | 0.64% | 1.84% | 2.71% | Q4 2019 | Q3 2023 | 16 |
LMT | LOCKHEED MARTIN CORP | 16 | 16 | 0.12% | 1.67% | 2.83% | Q4 2019 | Q3 2023 | 16 |
QQQ | INVESCO QQQ TR | 16 | 16 | 0.70% | 1.51% | 2.17% | Q4 2019 | Q3 2023 | 16 |
PFE | PFIZER INC | 16 | 16 | 0.30% | 1.07% | 1.49% | Q4 2019 | Q3 2023 | 16 |
BAC | BK OF AMERICA CORP | 16 | 16 | 0.42% | 0.94% | 1.12% | Q4 2019 | Q3 2023 | 16 |
VZ | VERIZON COMMUNICATIONS... | 16 | 16 | 0.51% | 0.89% | 1.38% | Q4 2019 | Q3 2023 | 16 |
PKW | INVESCO EXCHANGE TRADE... | 16 | 16 | 0.37% | 0.83% | 1.58% | Q4 2019 | Q3 2023 | 16 |
TGT | TARGET CORP | 16 | 16 | 0.45% | 0.82% | 1.27% | Q4 2019 | Q3 2023 | 16 |
JPM | JPMORGAN CHASE & CO | 16 | 16 | 0.56% | 0.82% | 1.17% | Q4 2019 | Q3 2023 | 16 |
PEP | PEPSICO INC | 16 | 16 | 0.31% | 0.78% | 1.30% | Q4 2019 | Q3 2023 | 16 |
DSI | ISHARES TR | 16 | 16 | 0.51% | 0.76% | 1.07% | Q4 2019 | Q3 2023 | 16 |
REGL | PROSHARES TR | 16 | 16 | 0.38% | 0.71% | 1.05% | Q4 2019 | Q3 2023 | 16 |
WM | WASTE MGMT INC DEL | 16 | 16 | 0.38% | 0.69% | 0.86% | Q4 2019 | Q3 2023 | 16 |
AMGN | AMGEN INC | 16 | 16 | 0.34% | 0.66% | 0.94% | Q4 2019 | Q3 2023 | 16 |
MRK | MERCK & CO. INC | 16 | 16 | 0.28% | 0.61% | 0.95% | Q4 2019 | Q3 2023 | 16 |
AOR | ISHARES TR | 16 | 16 | 0.26% | 0.59% | 0.97% | Q4 2019 | Q3 2023 | 16 |
T | AT&T INC | 16 | 16 | 0.16% | 0.56% | 1.26% | Q4 2019 | Q3 2023 | 16 |
INTC | INTEL CORP | 16 | 16 | 0.15% | 0.55% | 1.03% | Q4 2019 | Q3 2023 | 16 |
BA | BOEING CO | 16 | 16 | 0.41% | 0.54% | 0.75% | Q4 2019 | Q3 2023 | 16 |
CVS | CVS HEALTH CORP | 16 | 16 | 0.26% | 0.44% | 0.57% | Q4 2019 | Q3 2023 | 16 |
LLY | LILLY ELI & CO | 16 | 16 | 0.24% | 0.43% | 0.60% | Q4 2019 | Q3 2023 | 16 |
HD | HOME DEPOT INC | 16 | 16 | 0.27% | 0.41% | 0.57% | Q4 2019 | Q3 2023 | 16 |
HRL | HORMEL FOODS CORP | 16 | 16 | 0.20% | 0.41% | 0.68% | Q4 2019 | Q3 2023 | 16 |
MDLZ | MONDELEZ INTL INC | 16 | 16 | 0.12% | 0.40% | 0.67% | Q4 2019 | Q3 2023 | 16 |
PTLC | PACER FDS TR | 16 | 16 | 0.16% | 0.40% | 0.60% | Q4 2019 | Q3 2023 | 16 |
PTNQ | PACER FDS TR | 16 | 16 | 0.15% | 0.39% | 0.72% | Q4 2019 | Q3 2023 | 16 |
AOA | ISHARES TR | 16 | 16 | 0.30% | 0.39% | 0.50% | Q4 2019 | Q3 2023 | 16 |
ABBV | ABBVIE INC | 16 | 16 | 0.17% | 0.39% | 0.57% | Q4 2019 | Q3 2023 | 16 |
CVX | CHEVRON CORP NEW | 16 | 16 | 0.24% | 0.38% | 0.60% | Q4 2019 | Q3 2023 | 16 |
STZ | CONSTELLATION BRANDS INC | 16 | 16 | 0.19% | 0.36% | 0.53% | Q4 2019 | Q3 2023 | 16 |
BMY | BRISTOL-MYERS SQUIBB CO | 16 | 16 | 0.11% | 0.34% | 0.52% | Q4 2019 | Q3 2023 | 16 |
PYPL | PAYPAL HLDGS INC | 16 | 16 | 0.17% | 0.34% | 0.58% | Q4 2019 | Q3 2023 | 16 |
F | FORD MTR CO DEL | 16 | 16 | 0.06% | 0.31% | 0.45% | Q4 2019 | Q3 2023 | 16 |
SHY | ISHARES TR | 16 | 16 | 0.17% | 0.30% | 0.58% | Q4 2019 | Q3 2023 | 16 |
CAT | CATERPILLAR INC DEL | 15 | 15 | 0.58% | 0.84% | 1.30% | Q4 2019 | Q2 2023 | 15 |
C | CITIGROUP INC | 15 | 15 | 0.11% | 0.52% | 0.90% | Q4 2019 | Q2 2023 | 15 |
PM | PHILIP MORRIS INTL INC | 15 | 15 | 0.26% | 0.46% | 0.72% | Q4 2019 | Q2 2023 | 15 |
VMC | VULCAN MATLS CO | 15 | 15 | 0.25% | 0.40% | 0.59% | Q4 2019 | Q2 2023 | 15 |
BRKB | BERKSHIRE HATHAWAY INC... | 15 | 15 | 0.27% | 0.38% | 0.54% | Q4 2019 | Q2 2023 | 15 |
PG | PROCTER & GAMBLE CO | 15 | 15 | 0.20% | 0.33% | 0.55% | Q4 2019 | Q2 2023 | 15 |
V | VISA INC | 10 | 5 | 0.11% | 0.32% | 0.52% | Q4 2019 | Q3 2023 | 15 |
IGV | ISHARES TR | 14 | 1 | 0.17% | 0.27% | 0.52% | Q4 2019 | Q3 2023 | 15 |
MO | ALTRIA GROUP INC | 15 | 15 | 0.13% | 0.24% | 0.40% | Q4 2019 | Q2 2023 | 15 |
SPTM | SPDR SER TR | 13 | 1 | 0.28% | 1.09% | 2.78% | Q4 2019 | Q3 2023 | 14 |
AMZN | AMAZON COM INC | 14 | 14 | 0.32% | 0.77% | 1.22% | Q2 2020 | Q3 2023 | 14 |
RTX | RTX CORPORATION | 14 | 14 | 0.25% | 0.40% | 0.53% | Q2 2020 | Q3 2023 | 14 |
FB | META PLATFORMS INC | 14 | 14 | 0.19% | 0.29% | 0.41% | Q2 2020 | Q3 2023 | 14 |
IBM | INTERNATIONAL BUSINESS... | 13 | 1 | 0.11% | 0.17% | 0.29% | Q4 2019 | Q3 2023 | 14 |
AMAT | APPLIED MATLS INC | 13 | 13 | 0.22% | 0.33% | 0.44% | Q3 2020 | Q3 2023 | 13 |
COP | CONOCOPHILLIPS | 11 | 1 | 0.17% | 0.25% | 0.33% | Q4 2019 | Q3 2023 | 13 |
SPEM | SPDR INDEX SHS FDS | 11 | 1 | 0.43% | 1.25% | 3.22% | Q4 2019 | Q3 2023 | 12 |
VIG | VANGUARD SPECIALIZED F... | 11 | 1 | 0.17% | 0.92% | 2.29% | Q4 2019 | Q3 2023 | 12 |
WMT | WALMART INC | 10 | 2 | 0.29% | 0.56% | 0.73% | Q3 2020 | Q3 2023 | 12 |
TSLA | TESLA INC | 12 | 12 | 0.16% | 0.44% | 1.19% | Q4 2020 | Q3 2023 | 12 |
CIBR | FIRST TR EXCHANGE TRAD... | 12 | 12 | 0.17% | 0.26% | 0.34% | Q4 2020 | Q3 2023 | 12 |
XBI | SPDR SER TR | 12 | 12 | 0.15% | 0.23% | 0.33% | Q4 2020 | Q3 2023 | 12 |
VCSH | VANGUARD SCOTTSDALE FDS | 10 | 2 | 0.13% | 0.21% | 0.36% | Q4 2019 | Q3 2023 | 12 |
MJ | ETF MANAGERS TR | 12 | 12 | 0.11% | 0.20% | 0.36% | Q4 2020 | Q3 2023 | 12 |
VYMI | VANGUARD WHITEHALL FDS | 11 | 11 | 0.90% | 1.56% | 2.49% | Q1 2021 | Q3 2023 | 11 |
JNK | SPDR SER TR | 11 | 11 | 0.11% | 1.17% | 4.29% | Q1 2021 | Q3 2023 | 11 |
VTI | VANGUARD INDEX FDS | 10 | 1 | 0.19% | 1.06% | 1.48% | Q4 2019 | Q3 2023 | 11 |
VYM | VANGUARD WHITEHALL FDS | 11 | 11 | 0.18% | 1.00% | 2.83% | Q1 2021 | Q3 2023 | 11 |
DVY | ISHARES TR | 11 | 11 | 0.41% | 0.68% | 0.96% | Q1 2021 | Q3 2023 | 11 |
GSK | GSK PLC | 11 | 11 | 0.16% | 0.43% | 0.63% | Q4 2019 | Q2 2022 | 11 |
FDN | FIRST TR EXCHANGE-TRAD... | 11 | 11 | 0.17% | 0.35% | 0.55% | Q1 2021 | Q3 2023 | 11 |
NOBL | PROSHARES TR | 11 | 11 | 0.19% | 0.24% | 0.31% | Q1 2021 | Q3 2023 | 11 |
EA | ELECTRONIC ARTS INC | 11 | 11 | 0.12% | 0.18% | 0.24% | Q1 2021 | Q3 2023 | 11 |
ICSH | ISHARES TR | 10 | 10 | 0.15% | 8.35% | 17.56% | Q2 2021 | Q3 2023 | 10 |
IVV | ISHARES TR | 10 | 10 | 1.54% | 2.28% | 2.84% | Q2 2021 | Q3 2023 | 10 |
NVDA | NVIDIA CORPORATION | 10 | 10 | 0.67% | 0.99% | 1.54% | Q2 2021 | Q3 2023 | 10 |
SPLV | INVESCO EXCH TRADED FD... | 10 | 10 | 0.67% | 0.89% | 1.16% | Q2 2021 | Q3 2023 | 10 |
GNR | SPDR INDEX SHS FDS | 9 | 1 | 0.42% | 0.89% | 1.79% | Q1 2021 | Q3 2023 | 10 |
SPY | SPDR S&P 500 ETF TR | 10 | 10 | 0.62% | 0.85% | 1.13% | Q2 2021 | Q3 2023 | 10 |
IYW | ISHARES TR | 10 | 10 | 0.60% | 0.84% | 1.12% | Q2 2021 | Q3 2023 | 10 |
DIS | DISNEY WALT CO | 10 | 10 | 0.49% | 0.81% | 1.17% | Q2 2021 | Q3 2023 | 10 |
GOOGL | ALPHABET INC | 10 | 10 | 0.50% | 0.69% | 0.80% | Q2 2021 | Q3 2023 | 10 |
HSY | HERSHEY CO | 10 | 10 | 0.48% | 0.66% | 0.88% | Q2 2021 | Q3 2023 | 10 |
ORCL | ORACLE CORP | 10 | 10 | 0.51% | 0.65% | 0.77% | Q2 2021 | Q3 2023 | 10 |
JBHT | HUNT J B TRANS SVCS INC | 10 | 10 | 0.45% | 0.57% | 0.75% | Q2 2021 | Q3 2023 | 10 |
WYNN | WYNN RESORTS LTD | 10 | 10 | 0.45% | 0.53% | 0.72% | Q2 2021 | Q3 2023 | 10 |
CSCO | CISCO SYS INC | 10 | 10 | 0.40% | 0.49% | 0.57% | Q2 2021 | Q3 2023 | 10 |
HON | HONEYWELL INTL INC | 10 | 10 | 0.36% | 0.46% | 0.54% | Q2 2021 | Q3 2023 | 10 |
CNI | CANADIAN NATL RY CO | 10 | 10 | 0.34% | 0.44% | 0.58% | Q2 2021 | Q3 2023 | 10 |
TJX | TJX COS INC NEW | 10 | 10 | 0.37% | 0.43% | 0.55% | Q2 2021 | Q3 2023 | 10 |
COST | COSTCO WHSL CORP NEW | 10 | 10 | 0.29% | 0.40% | 0.60% | Q2 2021 | Q3 2023 | 10 |
AOK | ISHARES TR | 9 | 1 | 0.19% | 0.38% | 0.60% | Q4 2019 | Q3 2022 | 10 |
MKC | MCCORMICK & CO INC | 10 | 10 | 0.12% | 0.36% | 0.53% | Q2 2021 | Q3 2023 | 10 |
XLY | SELECT SECTOR SPDR TR | 10 | 10 | 0.20% | 0.34% | 0.54% | Q2 2021 | Q3 2023 | 10 |
LQD | ISHARES TR | 10 | 10 | 0.19% | 0.28% | 0.38% | Q2 2021 | Q3 2023 | 10 |
RCL | ROYAL CARIBBEAN GROUP | 10 | 10 | 0.18% | 0.28% | 0.42% | Q2 2021 | Q3 2023 | 10 |
AGG | ISHARES TR | 10 | 10 | 0.23% | 0.27% | 0.37% | Q2 2021 | Q3 2023 | 10 |
BAX | BAXTER INTL INC | 10 | 10 | 0.14% | 0.25% | 0.40% | Q4 2019 | Q1 2022 | 10 |
XLF | SELECT SECTOR SPDR TR | 10 | 10 | 0.18% | 0.24% | 0.31% | Q2 2021 | Q3 2023 | 10 |
PZA | INVESCO EXCH TRADED FD... | 10 | 10 | 0.14% | 0.20% | 0.26% | Q2 2021 | Q3 2023 | 10 |
NNOX | NANO X IMAGING LTD | 10 | 10 | 0.04% | 0.19% | 0.68% | Q2 2021 | Q3 2023 | 10 |
EBAY | EBAY INC. | 10 | 10 | 0.12% | 0.19% | 0.27% | Q2 2021 | Q3 2023 | 10 |
MCD | MCDONALDS CORP | 10 | 10 | 0.16% | 0.19% | 0.26% | Q2 2021 | Q3 2023 | 10 |
IPAY | ETF MANAGERS TR | 10 | 10 | 0.15% | 0.19% | 0.29% | Q2 2021 | Q3 2023 | 10 |
MUB | ISHARES TR | 10 | 10 | 0.10% | 0.13% | 0.17% | Q2 2021 | Q3 2023 | 10 |
MUC | BLACKROCK MUNIHLDNGS C... | 10 | 10 | 0.08% | 0.12% | 0.17% | Q2 2021 | Q3 2023 | 10 |
PHK | PIMCO HIGH INCOME FD | 10 | 10 | 0.06% | 0.09% | 0.13% | Q2 2021 | Q3 2023 | 10 |
PCK | PIMCO CALIF MUN INCOME... | 10 | 10 | 0.03% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
SPDW | SPDR INDEX SHS FDS | 9 | 9 | 0.95% | 1.22% | 1.60% | Q3 2021 | Q3 2023 | 9 |
SJM | SMUCKER J M CO | 9 | 9 | 0.25% | 0.40% | 0.50% | Q2 2021 | Q2 2023 | 9 |
NKE | NIKE INC | 5 | 4 | 0.11% | 0.23% | 0.41% | Q2 2021 | Q3 2023 | 9 |
XOM | EXXON MOBIL CORP | 9 | 9 | 0.12% | 0.20% | 0.26% | Q3 2021 | Q3 2023 | 9 |
GENERAL ELECTRIC CO | 6 | 2 | 3.81% | 4.70% | 5.53% | Q3 2021 | Q3 2023 | 8 | |
SBUX | STARBUCKS CORP | 5 | 3 | 0.14% | 0.19% | 0.26% | Q2 2021 | Q3 2023 | 8 |
WFC | WELLS FARGO CO NEW | 5 | 1 | 0.09% | 0.18% | 0.28% | Q4 2019 | Q2 2023 | 8 |
SNA | SNAP ON INC | 5 | 3 | 0.11% | 0.16% | 0.23% | Q3 2021 | Q3 2023 | 8 |
XMLV | INVESCO EXCH TRADED FD... | 8 | 8 | 0.10% | 0.15% | 0.20% | Q2 2021 | Q1 2023 | 8 |
MET | METLIFE INC | 7 | 1 | 0.11% | 0.15% | 0.18% | Q2 2021 | Q3 2023 | 8 |
LH | LABORATORY CORP AMER H... | 7 | 1 | 0.10% | 0.15% | 0.18% | Q3 2021 | Q3 2023 | 8 |
NCV | VIRTUS CONVERTIBLE & I... | 8 | 8 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q1 2023 | 8 |
GE | GENERAL ELECTRIC CO | 7 | 7 | 6.72% | 9.01% | 10.85% | Q4 2019 | Q2 2021 | 7 |
VB | VANGUARD INDEX FDS | 4 | 1 | 0.09% | 0.55% | 1.61% | Q1 2021 | Q2 2023 | 7 |
USAS | AMERICAS GOLD AND SILV... | 7 | 7 | 0.14% | 0.55% | 1.29% | Q4 2019 | Q2 2021 | 7 |
BABA | ALIBABA GROUP HLDG LTD | 7 | 7 | 0.14% | 0.27% | 0.40% | Q3 2020 | Q1 2022 | 7 |
ACES | ALPS ETF TR | 7 | 7 | 0.13% | 0.19% | 0.27% | Q1 2022 | Q3 2023 | 7 |
DOX | AMDOCS LTD | 7 | 7 | 0.12% | 0.14% | 0.18% | Q1 2022 | Q3 2023 | 7 |
VOE | VANGUARD INDEX FDS | 5 | 1 | 0.16% | 1.19% | 2.07% | Q1 2021 | Q2 2023 | 6 |
ESGU | ISHARES TR | 6 | 6 | 0.54% | 1.09% | 1.52% | Q2 2022 | Q3 2023 | 6 |
IUSB | ISHARES TR | 6 | 6 | 0.33% | 0.65% | 0.84% | Q2 2022 | Q3 2023 | 6 |
DBC | INVESCO DB COMMDY INDX... | 6 | 6 | 0.16% | 0.55% | 1.01% | Q1 2021 | Q2 2022 | 6 |
EFV | ISHARES TR | 6 | 6 | 0.19% | 0.47% | 0.59% | Q2 2022 | Q3 2023 | 6 |
GOVT | ISHARES TR | 6 | 6 | 0.23% | 0.44% | 0.66% | Q2 2022 | Q3 2023 | 6 |
AWK | AMERICAN WTR WKS CO IN... | 4 | 2 | 0.13% | 0.32% | 0.50% | Q2 2021 | Q4 2022 | 6 |
SKYY | FIRST TR EXCHANGE TRAD... | 6 | 6 | 0.24% | 0.30% | 0.38% | Q4 2020 | Q1 2022 | 6 |
SHV | ISHARES TR | 6 | 6 | 0.24% | 0.30% | 0.38% | Q4 2019 | Q1 2021 | 6 |
XLK | SELECT SECTOR SPDR TR | 6 | 6 | 0.21% | 0.28% | 0.34% | Q4 2020 | Q1 2022 | 6 |
GMOM | CAMBRIA ETF TR | 6 | 6 | 0.21% | 0.23% | 0.27% | Q2 2022 | Q3 2023 | 6 |
ABT | ABBOTT LABS | 4 | 2 | 0.11% | 0.18% | 0.35% | Q3 2021 | Q2 2023 | 6 |
ITW | ILLINOIS TOOL WKS INC | 6 | 6 | 0.12% | 0.18% | 0.26% | Q4 2020 | Q1 2022 | 6 |
BSV | VANGUARD BD INDEX FDS | 4 | 2 | 0.13% | 0.16% | 0.21% | Q2 2021 | Q4 2022 | 6 |
XSD | SPDR SER TR | 6 | 6 | 0.12% | 0.14% | 0.17% | Q2 2022 | Q3 2023 | 6 |
ASM | AVINO SILVER & GOLD MI... | 6 | 6 | 0.05% | 0.09% | 0.12% | Q4 2019 | Q1 2021 | 6 |
SCHZ | SCHWAB STRATEGIC TR | 5 | 5 | 0.32% | 1.60% | 1.96% | Q3 2022 | Q3 2023 | 5 |
SCHX | SCHWAB STRATEGIC TR | 5 | 5 | 0.31% | 1.45% | 1.92% | Q3 2022 | Q3 2023 | 5 |
SPTL | SPDR SER TR | 4 | 1 | 0.42% | 1.34% | 4.76% | Q4 2019 | Q3 2023 | 5 |
IVW | ISHARES TR | 4 | 1 | 0.95% | 1.26% | 1.85% | Q1 2021 | Q2 2023 | 5 |
ALTS | PROSHARES TR | 5 | 5 | 0.18% | 1.12% | 1.88% | Q1 2021 | Q1 2022 | 5 |
SCHF | SCHWAB STRATEGIC TR | 5 | 5 | 0.22% | 0.93% | 1.18% | Q3 2022 | Q3 2023 | 5 |
FNDX | SCHWAB STRATEGIC TR | 5 | 5 | 0.21% | 0.72% | 0.95% | Q3 2022 | Q3 2023 | 5 |
ROK | ROCKWELL AUTOMATION INC | 5 | 5 | 0.70% | 0.71% | 0.76% | Q3 2022 | Q3 2023 | 5 |
SCHG | SCHWAB STRATEGIC TR | 5 | 5 | 0.18% | 0.68% | 0.96% | Q3 2022 | Q3 2023 | 5 |
MXIM | MAXIM INTEGRATED PRODS... | 5 | 5 | 0.33% | 0.54% | 0.63% | Q4 2019 | Q4 2020 | 5 |
SCHO | SCHWAB STRATEGIC TR | 5 | 5 | 0.34% | 0.50% | 0.82% | Q3 2022 | Q3 2023 | 5 |
VTRS | VIATRIS INC | 5 | 5 | 0.33% | 0.45% | 0.64% | Q4 2020 | Q4 2021 | 5 |
MBB | ISHARES TR | 5 | 5 | 0.21% | 0.38% | 0.85% | Q3 2022 | Q3 2023 | 5 |
EFG | ISHARES TR | 5 | 5 | 0.37% | 0.38% | 0.39% | Q3 2022 | Q3 2023 | 5 |
RNRG | GLOBAL X FDS | 4 | 1 | 0.17% | 0.34% | 0.52% | Q1 2021 | Q3 2023 | 5 |
HALEON PLC | 5 | 5 | 0.22% | 0.27% | 0.34% | Q3 2022 | Q3 2023 | 5 | |
FMB | FIRST TR EXCH TRADED F... | 5 | 5 | 0.24% | 0.27% | 0.29% | Q3 2022 | Q3 2023 | 5 |
SUSC | ISHARES TR | 5 | 5 | 0.12% | 0.24% | 0.57% | Q3 2022 | Q3 2023 | 5 |
TIP | ISHARES TR | 5 | 5 | 0.11% | 0.16% | 0.23% | Q3 2022 | Q3 2023 | 5 |
EUSB | ISHARES TR | 5 | 5 | 0.10% | 0.16% | 0.31% | Q3 2022 | Q3 2023 | 5 |
MA | MASTERCARD INCORPORATED | 5 | 5 | 0.10% | 0.16% | 0.26% | Q3 2022 | Q3 2023 | 5 |
TQQQ | PROSHARES TR | 5 | 5 | 0.12% | 0.16% | 0.18% | Q3 2022 | Q3 2023 | 5 |
USMV | ISHARES TR | 5 | 5 | 0.14% | 0.15% | 0.15% | Q3 2022 | Q3 2023 | 5 |
SPLG | SPDR SER TR | 5 | 5 | 0.11% | 0.13% | 0.17% | Q3 2022 | Q3 2023 | 5 |
IJR | ISHARES TR | 5 | 5 | 0.10% | 0.13% | 0.15% | Q3 2022 | Q3 2023 | 5 |
PFF | ISHARES TR | 3 | 2 | 0.09% | 0.12% | 0.16% | Q2 2021 | Q3 2023 | 5 |
MDT | MEDTRONIC PLC | 3 | 2 | 0.11% | 0.12% | 0.13% | Q3 2021 | Q2 2023 | 5 |
GE | GENERAL ELECTRIC CO | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 5 |
IJK | ISHARES TR | 4 | 4 | 0.86% | 1.02% | 1.44% | Q1 2021 | Q4 2021 | 4 |
IYR | ISHARES TR | 3 | 1 | 0.12% | 0.99% | 3.58% | Q4 2019 | Q1 2022 | 4 |
VIGI | VANGUARD WHITEHALL FDS | 3 | 1 | 0.68% | 0.92% | 1.28% | Q1 2021 | Q2 2023 | 4 |
FNDF | SCHWAB STRATEGIC TR | 4 | 4 | 0.46% | 0.51% | 0.56% | Q4 2022 | Q3 2023 | 4 |
DKNG | DRAFTKINGS INC | 4 | 4 | 0.37% | 0.51% | 0.65% | Q2 2021 | Q1 2022 | 4 |
VBR | VANGUARD INDEX FDS | 4 | 4 | 0.45% | 0.48% | 0.50% | Q1 2021 | Q4 2021 | 4 |
SCHH | SCHWAB STRATEGIC TR | 4 | 4 | 0.41% | 0.42% | 0.43% | Q4 2022 | Q3 2023 | 4 |
DIA | SPDR DOW JONES INDL AV... | 2 | 2 | 0.22% | 0.32% | 0.57% | Q3 2020 | Q4 2021 | 4 |
IWO | ISHARES TR | 4 | 4 | 0.29% | 0.31% | 0.32% | Q1 2021 | Q4 2021 | 4 |
SCHA | SCHWAB STRATEGIC TR | 4 | 4 | 0.28% | 0.29% | 0.31% | Q4 2022 | Q3 2023 | 4 |
GSK PLC | 4 | 4 | 0.10% | 0.24% | 0.41% | Q4 2022 | Q3 2023 | 4 | |
SCHC | SCHWAB STRATEGIC TR | 4 | 4 | 0.18% | 0.20% | 0.21% | Q4 2022 | Q3 2023 | 4 |
ATVI | ACTIVISION BLIZZARD INC | 4 | 4 | 0.16% | 0.19% | 0.24% | Q1 2021 | Q4 2021 | 4 |
JWN | NORDSTROM INC | 4 | 4 | 0.15% | 0.19% | 0.27% | Q2 2021 | Q1 2022 | 4 |
SCHE | SCHWAB STRATEGIC TR | 4 | 4 | 0.18% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
KWEB | KRANESHARES TR | 4 | 4 | 0.13% | 0.18% | 0.25% | Q2 2021 | Q1 2022 | 4 |
SQ | BLOCK INC | 3 | 1 | 0.12% | 0.18% | 0.30% | Q1 2022 | Q2 2023 | 4 |
PGX | INVESCO EXCH TRADED FD... | 3 | 1 | 0.13% | 0.16% | 0.21% | Q2 2021 | Q4 2022 | 4 |
GLD | SPDR GOLD TR | 4 | 4 | 0.13% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
FALN | ISHARES TR | 4 | 4 | 0.10% | 0.14% | 0.18% | Q3 2022 | Q2 2023 | 4 |
SCHP | SCHWAB STRATEGIC TR | 4 | 4 | 0.12% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
NCZ | VIRTUS ALLIANZGI CONVE... | 4 | 4 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q1 2022 | 4 |
LODE | COMSTOCK MNG INC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2020 | 4 |
BABA | ALIBABA GROUP HLDG LTD | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
VTRS | VIATRIS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
GE HEALTHCARE TECHNOLO... | 3 | 3 | 1.05% | 1.13% | 1.21% | Q1 2023 | Q3 2023 | 3 | |
VSS | VANGUARD INTL EQUITY I... | 3 | 3 | 0.32% | 0.36% | 0.38% | Q1 2021 | Q3 2021 | 3 |
TLT | ISHARES TR | 2 | 1 | 0.18% | 0.28% | 0.44% | Q4 2022 | Q3 2023 | 3 |
PDBC | INVESCO ACTVELY MNGD E... | 3 | 3 | 0.09% | 0.21% | 0.44% | Q1 2023 | Q3 2023 | 3 |
VGLT | VANGUARD SCOTTSDALE FDS | 3 | 3 | 0.10% | 0.20% | 0.31% | Q3 2022 | Q1 2023 | 3 |
NEAR | ISHARES U S ETF TR | 2 | 1 | 0.14% | 0.18% | 0.21% | Q1 2021 | Q3 2022 | 3 |
SCHW | SCHWAB CHARLES CORP | 2 | 1 | 0.11% | 0.14% | 0.16% | Q3 2022 | Q2 2023 | 3 |
FNDA | SCHWAB STRATEGIC TR | 3 | 3 | 0.13% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
CTSH | COGNIZANT TECHNOLOGY S... | 2 | 1 | 0.12% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 3 |
AMD | ADVANCED MICRO DEVICES... | 3 | 3 | 0.11% | 0.13% | 0.15% | Q1 2023 | Q3 2023 | 3 |
AMLP | ALPS ETF TR | 3 | 3 | 0.11% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 |
FNDE | SCHWAB STRATEGIC TR | 3 | 3 | 0.12% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
USXF | ISHARES TR | 2 | 1 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 3 |
CCD | CALAMOS DYNAMIC CONV &... | 2 | 1 | 0.09% | 0.11% | 0.14% | Q3 2022 | Q2 2023 | 3 |
KBWD | INVESCO EXCH TRADED FD... | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
YYY | AMPLIFY ETF TR | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
CVS | CVS HEALTH CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 3 |
NPTN | NEOPHOTONICS CORP | 2 | 2 | 1.03% | 1.44% | 1.86% | Q2 2020 | Q3 2020 | 2 |
DIMENSIONAL ETF TRUST | 2 | 2 | 0.84% | 0.87% | 0.90% | Q2 2023 | Q3 2023 | 2 | |
DGRW | WISDOMTREE TR | 2 | 2 | 0.45% | 0.46% | 0.48% | Q2 2023 | Q3 2023 | 2 |
BCE | BCE INC | 2 | 2 | 0.30% | 0.42% | 0.54% | Q4 2019 | Q1 2020 | 2 |
HYG | ISHARES TR | 2 | 2 | 0.40% | 0.42% | 0.43% | Q4 2022 | Q1 2023 | 2 |
MUX | MCEWEN MNG INC | 2 | 2 | 0.37% | 0.37% | 0.38% | Q2 2020 | Q3 2020 | 2 |
PFXF | VANECK ETF TRUST | 1 | 1 | 0.20% | 0.31% | 0.42% | Q4 2022 | Q3 2023 | 2 |
WAB | WABTEC CORP | 1 | 1 | 0.29% | 0.31% | 0.33% | Q4 2019 | Q2 2020 | 2 |
ADI | ANALOG DEVICES INC | 2 | 2 | 0.16% | 0.23% | 0.30% | Q3 2022 | Q4 2022 | 2 |
ULTA | ULTA BEAUTY INC | 2 | 2 | 0.15% | 0.21% | 0.26% | Q3 2022 | Q4 2022 | 2 |
PXD | PIONEER NAT RES CO | 2 | 2 | 0.14% | 0.19% | 0.25% | Q3 2022 | Q4 2022 | 2 |
UNH | UNITEDHEALTH GROUP INC | 2 | 2 | 0.15% | 0.17% | 0.19% | Q3 2022 | Q4 2022 | 2 |
ESGE | ISHARES INC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q3 2022 | Q4 2022 | 2 |
BLK | BLACKROCK INC | 2 | 2 | 0.13% | 0.15% | 0.17% | Q3 2022 | Q4 2022 | 2 |
EEMV | ISHARES INC | 2 | 2 | 0.12% | 0.14% | 0.16% | Q4 2022 | Q1 2023 | 2 |
QUAL | ISHARES TR | 2 | 2 | 0.10% | 0.13% | 0.17% | Q2 2023 | Q3 2023 | 2 |
IEMG | ISHARES INC | 2 | 2 | 0.12% | 0.13% | 0.15% | Q2 2023 | Q3 2023 | 2 |
SHELL PLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q1 2023 | Q2 2023 | 2 | |
VLO | VALERO ENERGY CORP | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2022 | Q1 2023 | 2 |
TLH | ISHARES TR | 2 | 2 | 0.11% | 0.11% | 0.12% | Q1 2023 | Q2 2023 | 2 |
UPS | UNITED PARCEL SERVICE INC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q1 2023 | 2 |
DOW | DOW INC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q2 2023 | 2 |
DIMENSIONAL ETF TRUST | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 | |
KO | COCA COLA CO | 2 | 2 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q2 2023 | 2 |
NNOX | NANO X IMAGING LTD | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
DKNG | DRAFTKINGS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
KWEB | KRANESHARES TR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
BIL | SPDR SERIES TRUST | 1 | 1 | 25.35% | 25.35% | 25.35% | Q4 2019 | Q4 2019 | 1 |
RWX | SPDR INDEX SHS FDS | 1 | 1 | 3.11% | 3.11% | 3.11% | Q4 2019 | Q4 2019 | 1 |
NUGT | DIREXION SHS ETF TR | 1 | 1 | 1.78% | 1.78% | 1.78% | Q4 2019 | Q4 2019 | 1 |
SPXL | DIREXION SHS ETF TR | 1 | 1 | 1.47% | 1.47% | 1.47% | Q1 2020 | Q1 2020 | 1 |
IWP | ISHARES TR | 1 | 1 | 0.88% | 0.88% | 0.88% | Q2 2023 | Q2 2023 | 1 |
DFAT | DIMENSIONAL ETF TRUST | 1 | 1 | 0.84% | 0.84% | 0.84% | Q2 2023 | Q2 2023 | 1 |
ISCG | ISHARES TR | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2023 | Q2 2023 | 1 |
DRAFTKINGS INC NEW | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2023 | Q3 2023 | 1 | |
KHC | KRAFT HEINZ CO | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2019 | Q4 2019 | 1 |
DFAE | DIMENSIONAL ETF TRUST | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2023 | Q2 2023 | 1 |
ZROZ | PIMCO ETF TR | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2022 | Q4 2022 | 1 |
IAU | ISHARES GOLD TR | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2023 | Q1 2023 | 1 |
ENB | ENBRIDGE INC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
KMI | KINDER MORGAN INC DEL | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
VWO | VANGUARD INTL EQUITY I... | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2022 | Q3 2022 | 1 |
DE | DEERE & CO | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2022 | Q3 2022 | 1 |
TEL | TE CONNECTIVITY LTD | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2022 | Q3 2022 | 1 |
AOM | ISHARES TR | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2022 | Q3 2022 | 1 |
FLRN | SPDR SER TR | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2022 | Q3 2022 | 1 |
RDSA | ROYAL DUTCH SHELL PLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2019 | Q4 2019 | 1 |
IEF | ISHARES TR | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2022 | Q3 2022 | 1 |
SJNK | SPDR SER TR | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2022 | Q3 2022 | 1 |
BLV | VANGUARD BD INDEX FDS | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2022 | Q3 2022 | 1 |
TTE | TOTALENERGIES SE | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2022 | Q3 2022 | 1 |
AXP | AMERICAN EXPRESS CO | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
IJJ | ISHARES TR | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
SPG | SIMON PPTY GROUP INC NEW | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
PGF | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
TSM | TAIWAN SEMICONDUCTOR M... | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2022 | Q3 2022 | 1 |
IWM | ISHARES TR | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2022 | Q3 2022 | 1 |
OGN | ORGANON & CO | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
PSK | SPDR SER TR | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
RGLD | ROYAL GOLD INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
COMT | ISHARES U S ETF TR | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
DIMENSIONAL ETF TRUST | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 | |
VO | VANGUARD INDEX FDS | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
SYY | SYSCO CORP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2022 | Q3 2022 | 1 |
AY | ATLANTICA SUSTAINABLE ... | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2022 | Q3 2022 | 1 |
JMIA | JUMIA TECHNOLOGIES AG | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
CTLT | CATALENT INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
BBY | BEST BUY INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
VTWV | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
IYE | ISHARES TR | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
HSIC | HENRY SCHEIN INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
DFAU | DIMENSIONAL ETF TRUST | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
IWC | ISHARES TR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
QCOM | QUALCOMM INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
GILD | GILEAD SCIENCES INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
LABORATORY CORP AMER H... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 | |
TGB | TASEKO MINES LTD | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
INDI | INDIE SEMICONDUCTOR INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
AMZN | AMAZON COM INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
GILD | GILEAD SCIENCES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
WYNN | WYNN RESORTS LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
BABA | ALIBABA GROUP HLDG LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
F | FORD MTR CO DEL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BAC | BK OF AMERICA CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
AAPL | APPLE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
JPM | JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
XOM | EXXON MOBIL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FB | FACEBOOK INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
JPM | JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CSCO | CISCO SYS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
GILD | GILEAD SCIENCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
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The securities at the top of the list , including SPDR SER TR, MICROSOFT CORP, and SPDR SER TR, are the highest-conviction holdings of Tempus Wealth Planning, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Tempus Wealth Planning, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Tempus Wealth Planning, LLC owns currently or has owned in the past.