$122 Million is the total value of Tempus Wealth Planning, LLC's 127 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | GENERAL ELECTRIC CO | $5,872,000 | – | 92,220 | +100.0% | 4.83% | – | |
| ESGU | New | ISHARES TResg awr msci usa | $661,000 | – | 7,882 | +100.0% | 0.54% | – |
| IUSB | New | ISHARES TRcore total usd | $405,000 | – | 8,653 | +100.0% | 0.33% | – |
| GMOM | New | CAMBRIA ETF TRglb moment etf | $327,000 | – | 11,092 | +100.0% | 0.27% | – |
| GOVT | New | ISHARES TRus treas bd etf | $281,000 | – | 11,766 | +100.0% | 0.23% | – |
| EFV | New | ISHARES TReafe value etf | $233,000 | – | 5,380 | +100.0% | 0.19% | – |
| NEAR | New | ISHARES U S ETF TRblackrock st mat | $212,000 | – | 4,303 | +100.0% | 0.17% | – |
| XSD | New | SPDR SER TRs&p semicndctr | $211,000 | – | 1,393 | +100.0% | 0.17% | – |
| OGN | New | ORGANON & CO | $205,000 | – | 6,060 | +100.0% | 0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-05
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.