$61 Million is the total value of Tempus Wealth Planning, LLC's 60 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LMT | LOCKHEED MARTIN CORP | $1,729,000 | -12.9% | 5,101 | 0.0% | 2.83% | +61.7% | |
| MRK | MERCK & CO. INC | $580,000 | -15.5% | 7,542 | 0.0% | 0.95% | +57.0% | |
| WM | WASTE MGMT INC DEL | $487,000 | -18.7% | 5,260 | 0.0% | 0.80% | +51.1% | |
| PM | PHILIP MORRIS INTL INC | $438,000 | -14.3% | 6,000 | 0.0% | 0.72% | +59.2% | |
| MDLZ | MONDELEZ INTL INCcl a | $404,000 | -9.2% | 8,076 | 0.0% | 0.66% | +68.9% | |
| VMC | VULCAN MATLS CO | $324,000 | -25.0% | 3,000 | 0.0% | 0.53% | +39.4% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $314,000 | -13.0% | 5,627 | 0.0% | 0.52% | +61.9% | |
| PG | PROCTER & GAMBLE CO | $301,000 | -12.0% | 2,738 | 0.0% | 0.49% | +63.2% | |
| V | VISA INC | $290,000 | -14.2% | 1,800 | 0.0% | 0.48% | +59.4% | |
| CVX | CHEVRON CORP NEW | $247,000 | -39.8% | 3,404 | 0.0% | 0.40% | +11.9% | |
| MO | ALTRIA GROUP INC | $247,000 | -22.6% | 6,395 | 0.0% | 0.40% | +44.1% | |
| BAX | BAXTER INTL INC | $244,000 | -2.8% | 3,000 | 0.0% | 0.40% | +81.0% | |
| ASM | AVINO SILVER & GOLD MINES LT | $34,000 | -41.4% | 100,000 | 0.0% | 0.06% | +9.8% | |
| LODE | COMSTOCK MNG INC | $8,000 | -11.1% | 20,650 | 0.0% | 0.01% | +62.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 16 | Q3 2023 | 17.3% |
| MICROSOFT CORP | 16 | Q3 2023 | 5.1% |
| SPDR SER TR | 16 | Q3 2023 | 9.6% |
| SPDR SER TR | 16 | Q3 2023 | 8.8% |
| APPLE INC | 16 | Q3 2023 | 4.7% |
| SPDR SER TR | 16 | Q3 2023 | 6.1% |
| SPDR SER TR | 16 | Q3 2023 | 3.7% |
| JOHNSON & JOHNSON | 16 | Q3 2023 | 2.7% |
| LOCKHEED MARTIN CORP | 16 | Q3 2023 | 2.8% |
| INVESCO QQQ TR | 16 | Q3 2023 | 2.2% |
View Tempus Wealth Planning, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-02 |
View Tempus Wealth Planning, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.