$177 Million is the total value of Tempus Wealth Planning, LLC's 159 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 12.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ICSH | Buy | ISHARES TRblackrock ultra | $14,079,000 | +6048.0% | 278,768 | +6053.8% | 7.97% | +5145.4% |
| New | GENERAL ELECTRIC CO | $9,772,000 | – | 94,843 | +100.0% | 5.53% | – | |
| SPTS | Sell | SPDR SER TRportfolio sh tsr | $6,998,000 | -16.9% | 228,477 | -16.9% | 3.96% | -29.1% |
| MSFT | Buy | MICROSOFT CORP | $6,521,000 | +5.7% | 23,130 | +1.5% | 3.69% | -9.8% |
| AAPL | Buy | APPLE INC | $5,917,000 | +9.3% | 41,813 | +5.7% | 3.35% | -6.8% |
| SPIP | Buy | SPDR SER TRportfli tips etf | $5,702,000 | +12.6% | 183,360 | +12.7% | 3.23% | -3.9% |
| VYMI | Buy | VANGUARD WHITEHALL FDSintl high etf | $4,400,000 | +116.6% | 66,619 | +123.0% | 2.49% | +84.9% |
| JNK | Buy | SPDR SER TRbloomberg brclys | $3,448,000 | +6.7% | 31,528 | +7.3% | 1.95% | -8.9% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $3,141,000 | +12.9% | 8,774 | +11.8% | 1.78% | -3.6% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $3,048,000 | -0.6% | 7,074 | -0.8% | 1.73% | -15.2% |
| SPAB | Sell | SPDR SER TRportfolio agrgte | $2,949,000 | -10.6% | 98,786 | -10.1% | 1.67% | -23.7% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $2,819,000 | +3.5% | 27,276 | +4.9% | 1.60% | -11.7% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,574,000 | +4.9% | 15,941 | +7.1% | 1.46% | -10.4% |
| SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $2,482,000 | – | 68,557 | +100.0% | 1.41% | – |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $2,433,000 | +9.4% | 10,956 | +9.8% | 1.38% | -6.6% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $2,411,000 | +268.7% | 56,685 | +294.3% | 1.36% | +214.5% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $2,290,000 | +18.3% | 16,403 | +19.0% | 1.30% | +0.9% |
| IBND | Sell | SPDR SER TRblombrg brc intl | $2,270,000 | -18.1% | 64,298 | -15.8% | 1.28% | -30.2% |
| EBND | Buy | SPDR SER TRblombrg brc emrg | $1,998,000 | -0.2% | 78,988 | +4.2% | 1.13% | -14.9% |
| ALTS | Sell | PROSHARES TRmorningstar altr | $1,982,000 | -2.4% | 50,999 | -1.2% | 1.12% | -16.8% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $1,939,000 | -1.0% | 26,234 | -2.6% | 1.10% | -15.5% |
| AMZN | Buy | AMAZON COM INC | $1,849,000 | +6.6% | 563 | +11.7% | 1.05% | -9.0% |
| DIS | Buy | DISNEY WALT CO | $1,809,000 | +2.6% | 10,692 | +6.5% | 1.02% | -12.5% |
| LMT | LOCKHEED MARTIN CORP | $1,772,000 | -8.8% | 5,135 | 0.0% | 1.00% | -22.2% | |
| IYW | Sell | ISHARES TRu.s. tech etf | $1,701,000 | +0.5% | 16,794 | -1.3% | 0.96% | -14.2% |
| PFE | Buy | PFIZER INC | $1,680,000 | +10.5% | 39,067 | +0.6% | 0.95% | -5.7% |
| PEP | Buy | PEPSICO INC | $1,610,000 | +9.0% | 10,703 | +7.4% | 0.91% | -6.9% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,581,000 | +9.8% | 9,660 | +4.4% | 0.90% | -6.3% |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $1,554,000 | +3.1% | 25,537 | +3.2% | 0.88% | -12.0% |
| BAC | Buy | BK OF AMERICA CORP | $1,551,000 | +5.7% | 36,540 | +2.6% | 0.88% | -9.9% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $1,527,000 | +18.2% | 19,279 | +20.8% | 0.86% | +0.9% |
| GNR | Buy | SPDR INDEX SHS FDSglb nat resrce | $1,468,000 | +50.3% | 28,592 | +55.1% | 0.83% | +28.2% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $1,442,000 | +5.2% | 16,530 | +5.5% | 0.82% | -10.2% |
| T | Buy | AT&T INC | $1,393,000 | 0.0% | 51,585 | +6.6% | 0.79% | -14.6% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,361,000 | +28.2% | 509 | +17.0% | 0.77% | +9.4% |
| TGT | Buy | TARGET CORP | $1,337,000 | -3.7% | 5,844 | +1.7% | 0.76% | -17.9% |
| NVDA | Buy | NVIDIA CORPORATION | $1,293,000 | +3.7% | 6,242 | +300.6% | 0.73% | -11.5% |
| AMGN | Buy | AMGEN INC | $1,220,000 | -2.8% | 5,735 | +11.4% | 0.69% | -17.0% |
| DSI | Buy | ISHARES TRmsci kld400 soc | $1,197,000 | +3.9% | 14,388 | +3.5% | 0.68% | -11.3% |
| PKW | Buy | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $1,174,000 | +3.1% | 13,026 | +3.2% | 0.66% | -12.0% |
| DVY | Buy | ISHARES TRselect divid etf | $1,162,000 | +1.0% | 10,126 | +2.7% | 0.66% | -13.8% |
| DBC | Buy | INVESCO DB COMMDY INDX TRCKunit | $1,144,000 | +9.3% | 56,705 | +4.3% | 0.65% | -6.8% |
| DKNG | Buy | DRAFTKINGS INC | $1,142,000 | +37.1% | 23,714 | +48.6% | 0.65% | +17.0% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,135,000 | +21.7% | 2,646 | +21.4% | 0.64% | +3.9% |
| ORCL | Buy | ORACLE CORP | $1,119,000 | +19.3% | 12,847 | +6.6% | 0.63% | +1.9% |
| REGL | Buy | PROSHARES TRs&p mdcp 400 div | $1,088,000 | -0.7% | 16,066 | +4.5% | 0.62% | -15.3% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $1,072,000 | +12.8% | 4,904 | +16.3% | 0.61% | -3.7% |
| WM | WASTE MGMT INC DEL | $1,026,000 | +6.5% | 6,870 | 0.0% | 0.58% | -9.1% | |
| CAT | CATERPILLAR INC | $1,017,000 | -11.8% | 5,300 | 0.0% | 0.58% | -24.7% | |
| HSY | Buy | HERSHEY CO | $1,010,000 | +2.5% | 5,965 | +5.5% | 0.57% | -12.5% |
| WMT | Buy | WALMART INC | $993,000 | +6.0% | 7,127 | +7.3% | 0.56% | -9.6% |
| JBHT | Buy | HUNT J B TRANS SVCS INC | $931,000 | +9.9% | 5,569 | +7.1% | 0.53% | -6.2% |
| AOK | Buy | ISHARES TRconser alloc etf | $926,000 | +221.5% | 23,436 | +223.6% | 0.52% | +174.3% |
| FDN | Buy | FIRST TR EXCHANGE-TRADED FDdj internt idx | $914,000 | +85.8% | 3,876 | +93.0% | 0.52% | +58.9% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $905,000 | -2.4% | 16,748 | +1.2% | 0.51% | -16.7% |
| WYNN | Buy | WYNN RESORTS LTD | $886,000 | -18.9% | 10,457 | +17.1% | 0.50% | -30.8% |
| COST | Buy | COSTCO WHSL CORP NEW | $873,000 | +16.2% | 1,942 | +2.3% | 0.49% | -0.8% |
| INTC | Buy | INTEL CORP | $863,000 | +16.2% | 16,197 | +22.5% | 0.49% | -0.8% |
| HON | Buy | HONEYWELL INTL INC | $846,000 | +3.8% | 3,987 | +7.3% | 0.48% | -11.5% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $842,000 | +12.7% | 4,981 | +2.7% | 0.48% | -3.8% |
| CSCO | Buy | CISCO SYS INC | $835,000 | +10.6% | 15,332 | +7.6% | 0.47% | -5.6% |
| BA | Buy | BOEING CO | $827,000 | -6.3% | 3,760 | +2.0% | 0.47% | -20.1% |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $821,000 | +0.5% | 4,574 | 0.0% | 0.46% | -14.2% | |
| C | Buy | CITIGROUP INC | $822,000 | +3.8% | 11,706 | +4.5% | 0.46% | -11.6% |
| CVS | Buy | CVS HEALTH CORP | $819,000 | +2.5% | 9,650 | +0.8% | 0.46% | -12.5% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $810,000 | +19.5% | 4,783 | +22.5% | 0.46% | +2.0% |
| HRL | Buy | HORMEL FOODS CORP | $786,000 | -8.5% | 19,176 | +6.5% | 0.44% | -21.9% |
| CNI | Buy | CANADIAN NATL RY CO | $743,000 | +19.6% | 6,425 | +9.1% | 0.42% | +2.2% |
| MRK | MERCK & CO INC | $716,000 | -3.5% | 9,537 | 0.0% | 0.40% | -17.7% | |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $661,000 | +38.0% | 4,946 | +40.8% | 0.37% | +17.6% |
| TJX | Buy | TJX COS INC NEW | $658,000 | +3.6% | 9,968 | +5.9% | 0.37% | -11.4% |
| MKC | Buy | MCCORMICK & CO INC | $644,000 | +0.2% | 7,947 | +9.2% | 0.36% | -14.5% |
| AOR | Buy | ISHARES TRgrwt allocat etf | $645,000 | -0.3% | 11,620 | +0.6% | 0.36% | -14.9% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $622,000 | +4.0% | 7,231 | +3.2% | 0.35% | -11.3% |
| PTLC | Sell | PACER FDS TRtrendp us lar cp | $620,000 | -0.2% | 16,435 | -0.5% | 0.35% | -14.8% |
| NKE | Buy | NIKE INCcl b | $617,000 | -1.1% | 4,245 | +5.1% | 0.35% | -15.7% |
| RCL | Buy | ROYAL CARIBBEAN GROUP | $611,000 | +5.5% | 6,869 | +1.1% | 0.35% | -9.9% |
| VTRS | Buy | VIATRIS INC | $606,000 | +2.9% | 44,697 | +8.4% | 0.34% | -12.3% |
| SJM | Buy | SMUCKER J M CO | $595,000 | +2.1% | 4,954 | +10.1% | 0.34% | -12.9% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $577,000 | -0.2% | 4,340 | +0.9% | 0.33% | -14.8% |
| PTNQ | Buy | PACER FDS TRtrendp 100 etf | $570,000 | +0.7% | 10,240 | +0.2% | 0.32% | -14.1% |
| PM | PHILIP MORRIS INTL INC | $569,000 | -4.4% | 6,000 | 0.0% | 0.32% | -18.5% | |
| RNRG | Buy | GLOBAL X FDSrenewable energy | $564,000 | +0.4% | 36,106 | +4.3% | 0.32% | -14.5% |
| HD | Buy | HOME DEPOT INC | $546,000 | +27.3% | 1,662 | +23.4% | 0.31% | +8.4% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $536,000 | -2.2% | 2,542 | +8.4% | 0.30% | -16.5% |
| AOA | Buy | ISHARES TRaggres alloc etf | $534,000 | +3.1% | 7,653 | +4.3% | 0.30% | -12.2% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $526,000 | +18.7% | 1,791 | +25.9% | 0.30% | +1.4% |
| F | FORD MTR CO DEL | $510,000 | -4.7% | 35,993 | 0.0% | 0.29% | -18.6% | |
| LLY | Buy | LILLY ELI & CO | $511,000 | +7.1% | 2,212 | +6.3% | 0.29% | -8.5% |
| VMC | VULCAN MATLS CO | $507,000 | -2.9% | 3,000 | 0.0% | 0.29% | -17.1% | |
| SKYY | Buy | FIRST TR EXCHANGE TRADED FD | $496,000 | -0.4% | 4,704 | +0.1% | 0.28% | -14.8% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $489,000 | +15.9% | 9,225 | +15.7% | 0.28% | -1.1% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $486,000 | -1.8% | 1,780 | 0.0% | 0.28% | -16.2% | |
| V | Buy | VISA INC | $482,000 | +12.9% | 2,165 | +18.6% | 0.27% | -3.5% |
| FB | Buy | FACEBOOK INCcl a | $479,000 | +24.4% | 1,412 | +27.6% | 0.27% | +6.3% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $477,000 | -5.4% | 8,199 | +1.5% | 0.27% | -19.2% |
| CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $474,000 | +2.8% | 9,720 | -1.5% | 0.27% | -12.4% |
| ABBV | Buy | ABBVIE INC | $462,000 | +4.5% | 4,282 | +9.1% | 0.26% | -10.6% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $445,000 | -2.8% | 2,977 | -4.1% | 0.25% | -17.1% |
| EBAY | Buy | EBAY INC. | $443,000 | +8.3% | 6,361 | +9.3% | 0.25% | -7.4% |
| IGV | Sell | ISHARES TRexpanded tech | $434,000 | +0.5% | 1,087 | -1.9% | 0.25% | -14.3% |
| SBUX | Buy | STARBUCKS CORP | $429,000 | +8.9% | 3,887 | +10.4% | 0.24% | -6.9% |
| CVX | CHEVRON CORP NEW | $427,000 | -3.0% | 4,205 | 0.0% | 0.24% | -17.1% | |
| PYPL | Buy | PAYPAL HLDGS INC | $426,000 | -9.7% | 1,636 | +1.0% | 0.24% | -23.0% |
| XLF | SELECT SECTOR SPDR TRfinancial | $425,000 | +2.2% | 11,326 | 0.0% | 0.24% | -12.7% | |
| XBI | Buy | SPDR SER TRs&p biotech | $426,000 | -0.5% | 3,386 | +7.1% | 0.24% | -15.1% |
| AGG | Sell | ISHARES TRcore us aggbd et | $406,000 | -1.0% | 3,536 | -0.6% | 0.23% | -15.4% |
| NOBL | PROSHARES TRs&p 500 dv arist | $389,000 | -2.3% | 4,391 | 0.0% | 0.22% | -16.7% | |
| AMAT | APPLIED MATLS INC | $386,000 | -9.6% | 3,000 | 0.0% | 0.22% | -22.6% | |
| DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $381,000 | – | 1,127 | +100.0% | 0.22% | – |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $380,000 | +1.1% | 4,612 | +1.4% | 0.22% | -13.7% |
| MJ | Buy | ETF MANAGERS TRetfmg altr hrvst | $378,000 | -10.0% | 26,252 | +28.5% | 0.21% | -23.3% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $363,000 | -39.4% | 2,452 | -7.1% | 0.21% | -48.1% |
| PZA | INVESCO EXCH TRADED FD TR IInatl amt muni | $361,000 | -1.4% | 13,435 | 0.0% | 0.20% | -16.0% | |
| PG | PROCTER AND GAMBLE CO | $358,000 | +3.8% | 2,560 | 0.0% | 0.20% | -11.4% | |
| EA | Buy | ELECTRONIC ARTS INC | $339,000 | +3.0% | 2,386 | +4.2% | 0.19% | -11.9% |
| BMY | BRISTOL-MYERS SQUIBB CO | $338,000 | -11.5% | 5,720 | 0.0% | 0.19% | -24.5% | |
| JWN | Buy | NORDSTROM INC | $330,000 | -20.1% | 12,484 | +10.4% | 0.19% | -31.8% |
| NNOX | Buy | NANO X IMAGING LTD | $330,000 | +19.6% | 14,646 | +70.4% | 0.19% | +2.2% |
| SHY | ISHARES TR1 3 yr treas bd | $322,000 | 0.0% | 3,736 | 0.0% | 0.18% | -15.0% | |
| COP | Buy | CONOCOPHILLIPS | $318,000 | +22.8% | 4,686 | +10.3% | 0.18% | +4.7% |
| KWEB | Buy | KRANESHARES TRcsi chi internet | $312,000 | -17.7% | 6,587 | +21.4% | 0.18% | -29.5% |
| MCD | Buy | MCDONALDS CORP | $309,000 | +16.6% | 1,283 | +12.0% | 0.18% | -0.6% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $303,000 | +12.2% | 1,975 | +13.1% | 0.17% | -3.9% |
| WFC | Sell | WELLS FARGO CO NEW | $301,000 | +2.0% | 6,481 | -0.6% | 0.17% | -13.3% |
| MO | Buy | ALTRIA GROUP INC | $301,000 | -1.3% | 6,615 | +3.4% | 0.17% | -15.8% |
| IPAY | Buy | ETF MANAGERS TRprime mobile pay | $301,000 | +2.0% | 4,453 | +6.5% | 0.17% | -13.3% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $292,000 | -5.5% | 3,778 | +16.7% | 0.16% | -19.5% |
| TSLA | Sell | TESLA INC | $288,000 | -0.3% | 372 | -12.5% | 0.16% | -15.1% |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $280,000 | -1.4% | 7,332 | +2.8% | 0.16% | -15.4% |
| LH | New | LABORATORY CORP AMER HLDGS | $255,000 | – | 905 | +100.0% | 0.14% | – |
| MUC | BLACKROCK MUNIHLDNGS CALI QL | $252,000 | -1.6% | 16,057 | 0.0% | 0.14% | -15.9% | |
| XMLV | Buy | INVESCO EXCH TRADED FD TR IIs&p midcp low | $250,000 | +3.7% | 4,759 | +5.4% | 0.14% | -11.2% |
| BSV | VANGUARD BD INDEX FDSshort trm bond | $245,000 | -0.4% | 2,995 | 0.0% | 0.14% | -14.7% | |
| MET | METLIFE INC | $246,000 | +2.9% | 3,989 | 0.0% | 0.14% | -12.6% | |
| PGX | INVESCO EXCH TRADED FD TR IIpfd etf | $244,000 | -2.0% | 16,240 | 0.0% | 0.14% | -16.4% | |
| BAX | BAXTER INTL INC | $241,000 | -0.4% | 3,000 | 0.0% | 0.14% | -15.5% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $234,000 | -5.3% | 1,684 | 0.0% | 0.13% | -18.9% | |
| PFF | ISHARES TRpfd and incm sec | $234,000 | -1.3% | 6,029 | 0.0% | 0.13% | -15.3% | |
| MUB | ISHARES TRnational mun etf | $230,000 | -0.9% | 1,980 | 0.0% | 0.13% | -15.6% | |
| XOM | New | EXXON MOBIL CORP | $221,000 | – | 3,764 | +100.0% | 0.12% | – |
| ITW | Buy | ILLINOIS TOOL WKS INC | $208,000 | -7.6% | 1,009 | +0.1% | 0.12% | -20.8% |
| MDT | New | MEDTRONIC PLC | $209,000 | – | 1,666 | +100.0% | 0.12% | – |
| IYR | New | ISHARES TRu.s. real es etf | $206,000 | – | 2,012 | +100.0% | 0.12% | – |
| SNA | New | SNAP ON INC | $201,000 | – | 964 | +100.0% | 0.11% | – |
| ABT | New | ABBOTT LABS | $201,000 | – | 1,700 | +100.0% | 0.11% | – |
| PHK | PIMCO HIGH INCOME FD | $176,000 | -7.9% | 27,978 | 0.0% | 0.10% | -21.3% | |
| PCK | PIMCO CALIF MUN INCOME FD II | $131,000 | 0.0% | 13,577 | 0.0% | 0.07% | -14.9% | |
| NCZ | VIRTUS ALLIANZGI CONVERTIBLE | $100,000 | -2.9% | 19,180 | 0.0% | 0.06% | -16.2% | |
| NCV | VIRTUS ALLIANZGI CONVERTIBLE | $87,000 | -3.3% | 14,618 | 0.0% | 0.05% | -18.3% | |
| AMZN | New | AMAZON COM INCcall | $20,000 | – | 1,000 | +100.0% | 0.01% | – |
| WYNN | New | WYNN RESORTS LTDcall | $14,000 | – | 2,500 | +100.0% | 0.01% | – |
| BABA | Buy | ALIBABA GROUP HLDG LTDcall | $12,000 | +500.0% | 2,000 | +33.3% | 0.01% | +600.0% |
| DKNG | Buy | DRAFTKINGS INCcall | $4,000 | +33.3% | 200 | +100.0% | 0.00% | 0.0% |
| XOM | New | EXXON MOBIL CORPcall | $3,000 | – | 500 | +100.0% | 0.00% | – |
| VTRS | VIATRIS INCcall | $1,000 | -50.0% | 300 | 0.0% | 0.00% | 0.0% | |
| KWEB | Sell | KRANESHARES TRcall | $2,000 | – | 200 | -33.3% | 0.00% | – |
| NNOX | Sell | NANO X IMAGING LTDcall | $1,000 | -88.9% | 200 | -88.2% | 0.00% | -83.3% |
| CSCO | New | CISCO SYS INCcall | $1,000 | – | 1,000 | +100.0% | 0.00% | – |
| FB | Exit | FACEBOOK INCcall | $0 | – | -1,000 | -100.0% | -0.00% | – |
| JMIA | Exit | JUMIA TECHNOLOGIES AGsponsored ads | $0 | – | -7,190 | -100.0% | -0.14% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -953 | -100.0% | -0.15% | – |
| USAS | Exit | AMERICAS GOLD AND SILVER COR | $0 | – | -266,269 | -100.0% | -0.27% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -752,087 | -100.0% | -6.72% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-09
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.