$185 Million is the total value of Tempus Wealth Planning, LLC's 149 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 7.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ICSH | Sell | ISHARES TRblackrock ultra | $13,836,000 | -1.7% | 274,575 | -1.5% | 7.46% | -6.4% |
| Sell | GENERAL ELECTRIC CO | $8,955,000 | -8.4% | 94,793 | -0.1% | 4.83% | -12.7% | |
| MSFT | Buy | MICROSOFT CORP | $7,794,000 | +19.5% | 23,175 | +0.2% | 4.20% | +13.9% |
| AAPL | Buy | APPLE INC | $7,431,000 | +25.6% | 41,846 | +0.1% | 4.01% | +19.6% |
| SPTS | Sell | SPDR SER TRportfolio sh tsr | $6,902,000 | -1.4% | 226,821 | -0.7% | 3.72% | -6.1% |
| SPIP | Sell | SPDR SER TRportfli tips etf | $5,760,000 | +1.0% | 182,864 | -0.3% | 3.11% | -3.8% |
| VYMI | Buy | VANGUARD WHITEHALL FDSintl high etf | $4,515,000 | +2.6% | 67,215 | +0.9% | 2.44% | -2.2% |
| JNK | Buy | SPDR SER TRbloomberg high y | $3,496,000 | +1.4% | 32,198 | +2.1% | 1.89% | -3.4% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $3,463,000 | +10.3% | 8,705 | -0.8% | 1.87% | +5.0% |
| IVV | ISHARES TRcore s&p500 etf | $3,374,000 | +10.7% | 7,074 | 0.0% | 1.82% | +5.4% | |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $3,113,000 | +10.4% | 27,768 | +1.8% | 1.68% | +5.2% |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $2,933,000 | -0.5% | 99,032 | +0.2% | 1.58% | -5.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,762,000 | +7.3% | 16,143 | +1.3% | 1.49% | +2.2% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $2,691,000 | +10.6% | 11,145 | +1.7% | 1.45% | +5.4% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $2,565,000 | +12.0% | 17,061 | +4.0% | 1.38% | +6.7% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $2,443,000 | -1.6% | 66,973 | -2.3% | 1.32% | -6.3% |
| GNR | Buy | SPDR INDEX SHS FDSglb nat resrce | $2,345,000 | +59.7% | 43,454 | +52.0% | 1.26% | +52.2% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $2,298,000 | -4.7% | 55,385 | -2.3% | 1.24% | -9.2% |
| PFE | Sell | PFIZER INC | $2,288,000 | +36.2% | 38,741 | -0.8% | 1.23% | +29.8% |
| IBND | Sell | SPDR SER TRbloomberg intl | $2,222,000 | -2.1% | 64,248 | -0.1% | 1.20% | -6.7% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $2,049,000 | +5.7% | 24,485 | -6.7% | 1.10% | +0.6% |
| ALTS | Buy | PROSHARES TRmorningstar altr | $2,025,000 | +2.2% | 52,052 | +2.1% | 1.09% | -2.7% |
| IYW | ISHARES TRu.s. tech etf | $1,928,000 | +13.3% | 16,794 | 0.0% | 1.04% | +8.0% | |
| EBND | Sell | SPDR SER TRbloomberg emergi | $1,916,000 | -4.1% | 78,390 | -0.8% | 1.03% | -8.6% |
| AMZN | Buy | AMAZON COM INC | $1,904,000 | +3.0% | 571 | +1.4% | 1.03% | -1.9% |
| NVDA | Buy | NVIDIA CORPORATION | $1,864,000 | +44.2% | 6,337 | +1.5% | 1.01% | +37.4% |
| PEP | Sell | PEPSICO INC | $1,857,000 | +15.3% | 10,689 | -0.1% | 1.00% | +9.9% |
| LMT | LOCKHEED MARTIN CORP | $1,825,000 | +3.0% | 5,135 | 0.0% | 0.98% | -1.8% | |
| DIS | Buy | DISNEY WALT CO | $1,759,000 | -2.8% | 11,358 | +6.2% | 0.95% | -7.3% |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $1,722,000 | +10.8% | 25,093 | -1.7% | 0.93% | +5.6% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $1,687,000 | +10.5% | 19,788 | +2.6% | 0.91% | +5.2% |
| BAC | BK OF AMERICA CORP | $1,626,000 | +4.8% | 36,540 | 0.0% | 0.88% | -0.1% | |
| JPM | Buy | JPMORGAN CHASE & CO | $1,592,000 | +0.7% | 10,053 | +4.1% | 0.86% | -4.0% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,483,000 | +9.0% | 512 | +0.6% | 0.80% | +3.8% |
| AMGN | Buy | AMGEN INC | $1,369,000 | +12.2% | 6,085 | +6.1% | 0.74% | +6.9% |
| TGT | Sell | TARGET CORP | $1,326,000 | -0.8% | 5,729 | -2.0% | 0.72% | -5.5% |
| DSI | Sell | ISHARES TRmsci kld400 soc | $1,286,000 | +7.4% | 13,837 | -3.8% | 0.69% | +2.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,285,000 | +13.2% | 2,706 | +2.3% | 0.69% | +7.8% |
| DVY | ISHARES TRselect divid etf | $1,241,000 | +6.8% | 10,126 | 0.0% | 0.67% | +1.7% | |
| PKW | Sell | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $1,219,000 | +3.8% | 12,637 | -3.0% | 0.66% | -1.1% |
| REGL | Buy | PROSHARES TRs&p mdcp 400 div | $1,197,000 | +10.0% | 16,239 | +1.1% | 0.65% | +4.9% |
| WMT | Buy | WALMART INC | $1,164,000 | +17.2% | 8,042 | +12.8% | 0.63% | +11.7% |
| HSY | Buy | HERSHEY CO | $1,162,000 | +15.0% | 6,005 | +0.7% | 0.63% | +9.6% |
| JBHT | Buy | HUNT J B TRANS SVCS INC | $1,147,000 | +23.2% | 5,610 | +0.7% | 0.62% | +17.5% |
| WM | WASTE MGMT INC DEL | $1,147,000 | +11.8% | 6,870 | 0.0% | 0.62% | +6.5% | |
| ORCL | Buy | ORACLE CORP | $1,127,000 | +0.7% | 12,923 | +0.6% | 0.61% | -4.1% |
| DBC | Sell | INVESCO DB COMMDY INDX TRCKunit | $1,115,000 | -2.5% | 53,641 | -5.4% | 0.60% | -7.3% |
| COST | Buy | COSTCO WHSL CORP NEW | $1,114,000 | +27.6% | 1,962 | +1.0% | 0.60% | +21.7% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $1,105,000 | +3.1% | 4,890 | -0.3% | 0.60% | -1.8% |
| CAT | CATERPILLAR INC | $1,096,000 | +7.8% | 5,300 | 0.0% | 0.59% | +2.6% | |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,060,000 | +17.1% | 20,401 | +21.8% | 0.57% | +11.7% |
| AOK | Buy | ISHARES TRconser alloc etf | $1,038,000 | +12.1% | 25,943 | +10.7% | 0.56% | +6.9% |
| FDN | Buy | FIRST TR EXCHANGE-TRADED FDdj internt idx | $1,014,000 | +10.9% | 4,484 | +15.7% | 0.55% | +5.6% |
| INTC | Buy | INTEL CORP | $995,000 | +15.3% | 19,326 | +19.3% | 0.54% | +9.8% |
| CSCO | Buy | CISCO SYS INC | $995,000 | +19.2% | 15,705 | +2.4% | 0.54% | +13.5% |
| CVS | Sell | CVS HEALTH CORP | $969,000 | +18.3% | 9,396 | -2.6% | 0.52% | +12.7% |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $966,000 | +245.0% | 21,899 | +198.7% | 0.52% | +227.7% |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $935,000 | +13.9% | 4,574 | 0.0% | 0.50% | +8.4% | |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $922,000 | +13.8% | 5,156 | +7.8% | 0.50% | +8.3% |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW | $906,000 | +7.6% | 4,796 | -3.7% | 0.49% | +2.5% |
| WYNN | Buy | WYNN RESORTS LTD | $898,000 | +1.4% | 10,558 | +1.0% | 0.48% | -3.6% |
| HRL | Sell | HORMEL FOODS CORP | $891,000 | +13.4% | 18,252 | -4.8% | 0.48% | +8.1% |
| HON | Buy | HONEYWELL INTL INC | $838,000 | -0.9% | 4,019 | +0.8% | 0.45% | -5.6% |
| CNI | Buy | CANADIAN NATL RY CO | $797,000 | +7.3% | 6,485 | +0.9% | 0.43% | +2.1% |
| T | Sell | AT&T INC | $794,000 | -43.0% | 32,264 | -37.5% | 0.43% | -45.8% |
| MKC | Buy | MCCORMICK & CO INC | $776,000 | +20.5% | 8,034 | +1.1% | 0.42% | +14.8% |
| TJX | Buy | TJX COS INC NEW | $765,000 | +16.3% | 10,074 | +1.1% | 0.41% | +10.7% |
| BA | BOEING CO | $757,000 | -8.5% | 3,760 | 0.0% | 0.41% | -12.8% | |
| F | FORD MTR CO DEL | $748,000 | +46.7% | 35,993 | 0.0% | 0.40% | +39.8% | |
| AOR | Buy | ISHARES TRgrwt allocat etf | $724,000 | +12.2% | 12,689 | +9.2% | 0.39% | +7.1% |
| C | Buy | CITIGROUP INC | $710,000 | -13.6% | 11,758 | +0.4% | 0.38% | -17.6% |
| NKE | NIKE INCcl b | $708,000 | +14.7% | 4,245 | 0.0% | 0.38% | +9.5% | |
| DKNG | Buy | DRAFTKINGS INC | $691,000 | -39.5% | 25,138 | +6.0% | 0.37% | -42.3% |
| HD | HOME DEPOT INC | $690,000 | +26.4% | 1,662 | 0.0% | 0.37% | +20.4% | |
| PTLC | Sell | PACER FDS TRtrendp us lar cp | $682,000 | +10.0% | 16,410 | -0.2% | 0.37% | +4.8% |
| SJM | Buy | SMUCKER J M CO | $681,000 | +14.5% | 5,011 | +1.2% | 0.37% | +8.9% |
| MRK | Sell | MERCK & CO INC | $670,000 | -6.4% | 8,743 | -8.3% | 0.36% | -10.9% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $654,000 | +22.0% | 2,605 | +2.5% | 0.35% | +16.1% |
| VMC | VULCAN MATLS CO | $623,000 | +22.9% | 3,000 | 0.0% | 0.34% | +17.1% | |
| VTRS | Buy | VIATRIS INC | $616,000 | +1.7% | 45,558 | +1.9% | 0.33% | -3.2% |
| LLY | LILLY ELI & CO | $611,000 | +19.6% | 2,212 | 0.0% | 0.33% | +14.2% | |
| AOA | Buy | ISHARES TRaggres alloc etf | $606,000 | +13.5% | 8,319 | +8.7% | 0.33% | +8.3% |
| PTNQ | Buy | PACER FDS TRtrendp 100 etf | $607,000 | +6.5% | 10,294 | +0.5% | 0.33% | +1.2% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $599,000 | -3.7% | 6,959 | -3.8% | 0.32% | -8.2% |
| ABBV | Sell | ABBVIE INC | $579,000 | +25.3% | 4,273 | -0.2% | 0.31% | +19.1% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $576,000 | +17.8% | 9,854 | +6.8% | 0.31% | +12.3% |
| LQD | ISHARES TRiboxx inv cp etf | $575,000 | -0.3% | 4,340 | 0.0% | 0.31% | -5.2% | |
| PM | PHILIP MORRIS INTL INC | $570,000 | +0.2% | 6,000 | 0.0% | 0.31% | -4.7% | |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $567,000 | +7.8% | 1,935 | +8.0% | 0.31% | +2.7% |
| RNRG | Sell | GLOBAL X FDSrenewable energy | $564,000 | 0.0% | 36,000 | -0.3% | 0.30% | -4.7% |
| MDLZ | MONDELEZ INTL INCcl a | $544,000 | +14.0% | 8,199 | 0.0% | 0.29% | +8.5% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $532,000 | +9.5% | 1,780 | 0.0% | 0.29% | +4.4% | |
| RCL | ROYAL CARIBBEAN GROUP | $528,000 | -13.6% | 6,869 | 0.0% | 0.28% | -17.6% | |
| FB | Buy | META PLATFORMS INCcl a | $527,000 | +10.0% | 1,567 | +11.0% | 0.28% | +4.8% |
| CVX | Buy | CHEVRON CORP NEW | $502,000 | +17.6% | 4,281 | +1.8% | 0.27% | +12.0% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $487,000 | +9.4% | 2,799 | -6.0% | 0.26% | +4.4% |
| AMAT | APPLIED MATLS INC | $472,000 | +22.3% | 3,000 | 0.0% | 0.26% | +16.4% | |
| V | VISA INC | $469,000 | -2.7% | 2,165 | 0.0% | 0.25% | -7.3% | |
| SBUX | Buy | STARBUCKS CORP | $465,000 | +8.4% | 3,977 | +2.3% | 0.25% | +3.3% |
| CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $454,000 | -4.2% | 8,598 | -11.5% | 0.24% | -8.6% |
| SKYY | Sell | FIRST TR EXCHANGE TRADED FD | $447,000 | -9.9% | 4,289 | -8.8% | 0.24% | -14.2% |
| XLF | SELECT SECTOR SPDR TRfinancial | $442,000 | +4.0% | 11,326 | 0.0% | 0.24% | -1.2% | |
| NOBL | PROSHARES TRs&p 500 dv arist | $431,000 | +10.8% | 4,391 | 0.0% | 0.23% | +5.9% | |
| AGG | Buy | ISHARES TRcore us aggbd et | $430,000 | +5.9% | 3,765 | +6.5% | 0.23% | +0.9% |
| EBAY | Buy | EBAY INC. | $430,000 | -2.9% | 6,460 | +1.6% | 0.23% | -7.6% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $420,000 | +10.2% | 1,156 | +2.6% | 0.23% | +5.1% |
| PG | PROCTER AND GAMBLE CO | $419,000 | +17.0% | 2,560 | 0.0% | 0.23% | +11.3% | |
| IGV | Sell | ISHARES TRexpanded tech | $405,000 | -6.7% | 1,019 | -6.3% | 0.22% | -11.4% |
| XBI | Buy | SPDR SER TRs&p biotech | $399,000 | -6.3% | 3,563 | +5.2% | 0.22% | -10.8% |
| TSLA | Sell | TESLA INC | $389,000 | +35.1% | 368 | -1.1% | 0.21% | +28.8% |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $375,000 | -1.3% | 4,612 | 0.0% | 0.20% | -6.0% | |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $370,000 | +22.1% | 2,156 | +9.2% | 0.20% | +16.3% |
| PZA | INVESCO EXCH TRADED FD TR IInatl amt muni | $364,000 | +0.8% | 13,435 | 0.0% | 0.20% | -3.9% | |
| MCD | MCDONALDS CORP | $344,000 | +11.3% | 1,283 | 0.0% | 0.19% | +6.3% | |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $341,000 | +0.9% | 5,477 | -4.2% | 0.18% | -3.7% |
| MJ | Buy | ETF MANAGERS TRetfmg altr hrvst | $340,000 | -10.1% | 30,729 | +17.1% | 0.18% | -14.5% |
| COP | Sell | CONOCOPHILLIPS | $327,000 | +2.8% | 4,536 | -3.2% | 0.18% | -2.2% |
| EA | Buy | ELECTRONIC ARTS INC | $324,000 | -4.4% | 2,456 | +2.9% | 0.18% | -8.9% |
| SHY | ISHARES TR1 3 yr treas bd | $320,000 | -0.6% | 3,736 | 0.0% | 0.17% | -4.9% | |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $317,000 | +8.6% | 4,759 | +26.0% | 0.17% | +3.6% |
| MO | ALTRIA GROUP INC | $313,000 | +4.0% | 6,615 | 0.0% | 0.17% | -0.6% | |
| PYPL | Buy | PAYPAL HLDGS INC | $312,000 | -26.8% | 1,656 | +1.2% | 0.17% | -30.3% |
| WFC | Sell | WELLS FARGO CO NEW | $310,000 | +3.0% | 6,456 | -0.4% | 0.17% | -1.8% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $292,000 | +14.5% | 930 | +2.8% | 0.16% | +9.7% |
| JWN | NORDSTROM INC | $282,000 | -14.5% | 12,484 | 0.0% | 0.15% | -18.7% | |
| XMLV | INVESCO EXCH TRADED FD TR IIs&p midcp low | $278,000 | +11.2% | 4,759 | 0.0% | 0.15% | +5.6% | |
| IPAY | Buy | ETF MANAGERS TRprime mobile pay | $276,000 | -8.3% | 4,755 | +6.8% | 0.15% | -12.4% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $269,000 | -25.9% | 2,265 | -7.6% | 0.14% | -29.6% |
| BAX | BAXTER INTL INC | $258,000 | +7.1% | 3,000 | 0.0% | 0.14% | +2.2% | |
| ITW | Buy | ILLINOIS TOOL WKS INC | $249,000 | +19.7% | 1,010 | +0.1% | 0.13% | +13.6% |
| MDT | Buy | MEDTRONIC PLC | $248,000 | +18.7% | 2,400 | +44.1% | 0.13% | +13.6% |
| MET | METLIFE INC | $249,000 | +1.2% | 3,989 | 0.0% | 0.13% | -3.6% | |
| MUC | BLACKROCK MUNIHLDNGS CALI QL | $248,000 | -1.6% | 16,057 | 0.0% | 0.13% | -6.3% | |
| PGX | INVESCO EXCH TRADED FD TR IIpfd etf | $244,000 | 0.0% | 16,240 | 0.0% | 0.13% | -4.3% | |
| BSV | VANGUARD BD INDEX FDSshort trm bond | $242,000 | -1.2% | 2,995 | 0.0% | 0.13% | -5.8% | |
| KWEB | Buy | KRANESHARES TRcsi chi internet | $242,000 | -22.4% | 6,635 | +0.7% | 0.13% | -26.0% |
| IYR | Buy | ISHARES TRu.s. real es etf | $240,000 | +16.5% | 2,069 | +2.8% | 0.13% | +10.3% |
| ABT | ABBOTT LABS | $239,000 | +18.9% | 1,700 | 0.0% | 0.13% | +13.2% | |
| PFF | ISHARES TRpfd and incm sec | $238,000 | +1.7% | 6,029 | 0.0% | 0.13% | -3.8% | |
| CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOcl a | $229,000 | – | 2,582 | +100.0% | 0.12% | – |
| XOM | EXXON MOBIL CORP | $230,000 | +4.1% | 3,764 | 0.0% | 0.12% | -0.8% | |
| MUB | ISHARES TRnational mun etf | $230,000 | 0.0% | 1,980 | 0.0% | 0.12% | -4.6% | |
| NNOX | Buy | NANO X IMAGING LTD | $227,000 | -31.2% | 15,646 | +6.8% | 0.12% | -34.8% |
| IBM | INTERNATIONAL BUSINESS MACHS | $225,000 | -3.8% | 1,684 | 0.0% | 0.12% | -9.0% | |
| SNA | Buy | SNAP ON INC | $215,000 | +7.0% | 996 | +3.3% | 0.12% | +1.8% |
| PHK | PIMCO HIGH INCOME FD | $172,000 | -2.3% | 27,978 | 0.0% | 0.09% | -7.0% | |
| PCK | PIMCO CALIF MUN INCOME FD II | $127,000 | -3.1% | 13,577 | 0.0% | 0.07% | -6.8% | |
| NCZ | VIRTUS ALLIANZGI CONVERTIBLE | $98,000 | -2.0% | 19,180 | 0.0% | 0.05% | -7.0% | |
| NCV | VIRTUS ALLIANZGI CONVERTIBLE | $85,000 | -2.3% | 14,618 | 0.0% | 0.05% | -6.1% | |
| CSCO | Exit | CISCO SYS INCcall | $0 | – | -1,000 | -100.0% | -0.00% | – |
| VTRS | Exit | VIATRIS INCcall | $0 | – | -300 | -100.0% | -0.00% | – |
| KWEB | Exit | KRANESHARES TRcall | $0 | – | -200 | -100.0% | -0.00% | – |
| NNOX | Exit | NANO X IMAGING LTDcall | $0 | – | -200 | -100.0% | -0.00% | – |
| XOM | Exit | EXXON MOBIL CORPcall | $0 | – | -500 | -100.0% | -0.00% | – |
| DKNG | Exit | DRAFTKINGS INCcall | $0 | – | -200 | -100.0% | -0.00% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDcall | $0 | – | -2,000 | -100.0% | -0.01% | – |
| WYNN | Exit | WYNN RESORTS LTDcall | $0 | – | -2,500 | -100.0% | -0.01% | – |
| AMZN | Exit | AMAZON COM INCcall | $0 | – | -1,000 | -100.0% | -0.01% | – |
| VSS | Exit | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $0 | – | -4,946 | -100.0% | -0.37% | – |
| VIGI | Exit | VANGUARD WHITEHALL FDSintl dvd etf | $0 | – | -16,530 | -100.0% | -0.82% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-02
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.