$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LMT | LOCKHEED MARTIN CORP | $1,861,000 | +7.6% | 5,101 | 0.0% | 2.78% | -2.0% | |
| VZ | VERIZON COMMUNICATIONS INC | $867,000 | +2.6% | 15,729 | 0.0% | 1.29% | -6.6% | |
| CAT | CATERPILLAR INC DEL | $670,000 | +8.9% | 5,300 | 0.0% | 1.00% | -0.9% | |
| MRK | MERCK & CO. INC | $583,000 | +0.5% | 7,542 | 0.0% | 0.87% | -8.4% | |
| WM | WASTE MGMT INC DEL | $557,000 | +14.4% | 5,260 | 0.0% | 0.83% | +4.1% | |
| T | AT&T INC | $466,000 | +3.8% | 15,420 | 0.0% | 0.70% | -5.6% | |
| PM | PHILIP MORRIS INTL INC | $420,000 | -4.1% | 6,000 | 0.0% | 0.63% | -12.8% | |
| MDLZ | MONDELEZ INTL INCcl a | $413,000 | +2.2% | 8,076 | 0.0% | 0.62% | -6.9% | |
| GSK | GLAXOSMITHKLINE PLCsponsored adr | $390,000 | +7.7% | 9,557 | 0.0% | 0.58% | -1.9% | |
| BA | BOEING CO | $378,000 | +22.7% | 2,062 | 0.0% | 0.56% | +11.7% | |
| SHY | ISHARES TR1 3 yr treas bd | $357,000 | 0.0% | 4,121 | 0.0% | 0.53% | -9.1% | |
| HD | HOME DEPOT INC | $353,000 | +34.2% | 1,409 | 0.0% | 0.53% | +22.3% | |
| VMC | VULCAN MATLS CO | $348,000 | +7.4% | 3,000 | 0.0% | 0.52% | -2.3% | |
| V | VISA INC | $348,000 | +20.0% | 1,800 | 0.0% | 0.52% | +9.3% | |
| LLY | LILLY ELI & CO | $343,000 | +18.3% | 2,090 | 0.0% | 0.51% | +7.8% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $331,000 | +5.4% | 5,627 | 0.0% | 0.49% | -4.1% | |
| PG | PROCTER AND GAMBLE CO | $327,000 | +8.6% | 2,738 | 0.0% | 0.49% | -1.0% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $321,000 | -2.4% | 1,800 | 0.0% | 0.48% | -11.1% | |
| CVX | CHEVRON CORP NEW | $304,000 | +23.1% | 3,404 | 0.0% | 0.45% | +11.9% | |
| BAX | BAXTER INTL INC | $258,000 | +5.7% | 3,000 | 0.0% | 0.38% | -3.8% | |
| MO | ALTRIA GROUP INC | $251,000 | +1.6% | 6,395 | 0.0% | 0.37% | -7.7% | |
| SHV | ISHARES TRshort treas bd | $229,000 | -0.4% | 2,070 | 0.0% | 0.34% | -9.3% | |
| ASM | AVINO SILVER & GOLD MINES LT | $81,000 | +138.2% | 100,000 | 0.0% | 0.12% | +116.1% | |
| LODE | COMSTOCK MNG INC | $20,000 | +150.0% | 20,650 | 0.0% | 0.03% | +130.8% |
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 | 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.