$69.1 Million is the total value of Tempus Wealth Planning, LLC's 77 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LMT | LOCKHEED MARTIN CORP | $1,955,000 | +5.1% | 5,101 | 0.0% | 2.83% | +1.9% | |
| VZ | VERIZON COMMUNICATIONS INC | $936,000 | +8.0% | 15,729 | 0.0% | 1.35% | +4.7% | |
| CAT | CATERPILLAR INC DEL | $790,000 | +17.9% | 5,300 | 0.0% | 1.14% | +14.4% | |
| MRK | MERCK & CO. INC | $626,000 | +7.4% | 7,542 | 0.0% | 0.91% | +4.1% | |
| WM | WASTE MGMT INC DEL | $595,000 | +6.8% | 5,260 | 0.0% | 0.86% | +3.6% | |
| MDLZ | MONDELEZ INTL INCcl a | $464,000 | +12.3% | 8,076 | 0.0% | 0.67% | +8.9% | |
| PM | PHILIP MORRIS INTL INC | $450,000 | +7.1% | 6,000 | 0.0% | 0.65% | +4.0% | |
| JPM | JPMORGAN CHASE & CO | $434,000 | +2.4% | 4,510 | 0.0% | 0.63% | -0.6% | |
| VMC | VULCAN MATLS CO | $407,000 | +17.0% | 3,000 | 0.0% | 0.59% | +13.5% | |
| HD | HOME DEPOT INC | $391,000 | +10.8% | 1,409 | 0.0% | 0.57% | +7.4% | |
| PG | PROCTER AND GAMBLE CO | $381,000 | +16.5% | 2,738 | 0.0% | 0.55% | +12.9% | |
| V | VISA INC | $360,000 | +3.4% | 1,800 | 0.0% | 0.52% | +0.4% | |
| SHY | ISHARES TR1 3 yr treas bd | $357,000 | 0.0% | 4,121 | 0.0% | 0.52% | -3.0% | |
| MUX | MCEWEN MNG INC | $260,000 | +5.3% | 245,000 | 0.0% | 0.38% | +2.2% | |
| FB | FACEBOOK INCcl a | $250,000 | +15.2% | 954 | 0.0% | 0.36% | +11.7% | |
| MO | ALTRIA GROUP INC | $247,000 | -1.6% | 6,395 | 0.0% | 0.36% | -4.5% | |
| BAX | BAXTER INTL INC | $241,000 | -6.6% | 3,000 | 0.0% | 0.35% | -9.4% | |
| SHV | ISHARES TRshort treas bd | $229,000 | 0.0% | 2,070 | 0.0% | 0.33% | -3.2% | |
| F | FORD MTR CO DEL | $222,000 | +9.9% | 33,293 | 0.0% | 0.32% | +6.6% | |
| LODE | COMSTOCK MNG INC | $22,000 | +10.0% | 20,650 | 0.0% | 0.03% | +6.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-12
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.