$67 Million is the total value of Tempus Wealth Planning, LLC's 69 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NPTN | New | NEOPHOTONICS CORP | $1,249,000 | – | 140,650 | +100.0% | 1.86% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $354,000 | – | 5,751 | +100.0% | 0.53% | – |
| AMZN | New | AMAZON COM INC | $326,000 | – | 118 | +100.0% | 0.49% | – |
| MUX | New | MCEWEN MNG INC | $247,000 | – | 245,000 | +100.0% | 0.37% | – |
| WAB | New | WABTEC | $221,000 | – | 3,840 | +100.0% | 0.33% | – |
| COP | New | CONOCOPHILLIPS | $221,000 | – | 5,250 | +100.0% | 0.33% | – |
| FB | New | FACEBOOK INCcl a | $217,000 | – | 954 | +100.0% | 0.32% | – |
| IGV | New | ISHARES TRexpanded tech | $209,000 | – | 736 | +100.0% | 0.31% | – |
| TGB | New | TASEKO MINES LTD | $52,000 | – | 105,000 | +100.0% | 0.08% | – |
| CVS | New | CVS HEALTH CORPcall | $3,000 | – | 200 | +100.0% | 0.00% | – |
| AAPL | New | APPLE INCcall | $2,000 | – | 500 | +100.0% | 0.00% | – |
| GE | New | GENERAL ELECTRIC COcall | $1,000 | – | 1,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 19 | Q2 2024 | 17.3% |
| MICROSOFT CORP | 19 | Q2 2024 | 5.1% |
| SPDR SER TR | 19 | Q2 2024 | 9.6% |
| APPLE INC | 19 | Q2 2024 | 4.7% |
| SPDR SER TR | 19 | Q2 2024 | 8.8% |
| SPDR SER TR | 19 | Q2 2024 | 6.1% |
| JOHNSON & JOHNSON | 19 | Q2 2024 | 2.7% |
| INVESCO QQQ TR | 19 | Q2 2024 | 2.2% |
| LOCKHEED MARTIN CORP | 19 | Q2 2024 | 2.8% |
| PFIZER INC | 19 | Q2 2024 | 1.5% |
View Tempus Wealth Planning, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-07-25 |
| 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 |
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.