$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 23.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JNJ | Sell | JOHNSON & JOHNSON | $1,745,000 | +7.2% | 12,410 | -0.0% | 2.60% | -2.4% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $901,000 | +19.5% | 3,637 | -8.2% | 1.34% | +8.8% |
| PFE | Sell | PFIZER INC | $789,000 | -0.4% | 24,132 | -0.5% | 1.18% | -9.3% |
| DSI | Sell | ISHARES TRmsci kld400 soc | $696,000 | +20.8% | 5,900 | -0.2% | 1.04% | +10.0% |
| AOR | Sell | ISHARES TRgrwt allocat etf | $635,000 | +6.9% | 13,684 | -4.6% | 0.95% | -2.7% |
| JPM | Sell | JPMORGAN CHASE & CO | $424,000 | -6.0% | 4,510 | -10.0% | 0.63% | -14.5% |
| MXIM | Sell | MAXIM INTEGRATED PRODS INC | $394,000 | +18.3% | 6,498 | -5.2% | 0.59% | +7.7% |
| AMGN | Sell | AMGEN INC | $380,000 | +12.4% | 1,612 | -3.2% | 0.57% | +2.3% |
| PYPL | Sell | PAYPAL HLDGS INC | $340,000 | -4.5% | 1,953 | -47.5% | 0.51% | -13.0% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $335,000 | +8.4% | 1,914 | -11.2% | 0.50% | -1.2% |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -2,817 | -100.0% | -0.36% | – |
| BCE | Exit | BCE INC | $0 | – | -8,093 | -100.0% | -0.54% | – |
| SPXL | Exit | DIREXION SHS ETF TRdrx s&p500bull | $0 | – | -34,500 | -100.0% | -1.47% | – |
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.