$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NCZ | Exit | VIRTUS ALLIANZGI CONVERTIBLE | $0 | – | -19,180 | -100.0% | -0.06% | – |
| SNA | Exit | SNAP ON INC | $0 | – | -996 | -100.0% | -0.15% | – |
| IYR | Exit | ISHARES TRu.s. real es etf | $0 | – | -1,955 | -100.0% | -0.15% | – |
| ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -1,011 | -100.0% | -0.15% | – |
| RGLD | Exit | ROYAL GOLD INC | $0 | – | -1,599 | -100.0% | -0.16% | – |
| VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -1,529 | -100.0% | -0.16% | – |
| JWN | Exit | NORDSTROM INC | $0 | – | -8,518 | -100.0% | -0.16% | – |
| CTSH | Exit | COGNIZANT TECHNOLOGY SOLUTIOcl a | $0 | – | -2,582 | -100.0% | -0.16% | – |
| BAX | Exit | BAXTER INTL INC | $0 | – | -3,000 | -100.0% | -0.17% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -2,995 | -100.0% | -0.17% | – |
| KWEB | Exit | KRANESHARES TRcsi chi internet | $0 | – | -8,231 | -100.0% | -0.17% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -4,873 | -100.0% | -0.17% | – |
| ALTS | Exit | PROSHARES TRmorningstar altr | $0 | – | -6,442 | -100.0% | -0.18% | – |
| AWK | Exit | AMERICAN WTR WKS CO INC NEW | $0 | – | -1,600 | -100.0% | -0.19% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -1,502 | -100.0% | -0.20% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -1,883 | -100.0% | -0.21% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -2,831 | -100.0% | -0.22% | – |
| SKYY | Exit | FIRST TR EXCHANGE TRADED FD | $0 | – | -3,749 | -100.0% | -0.24% | – |
| V | Exit | VISA INC | $0 | – | -1,848 | -100.0% | -0.29% | – |
| SQ | Exit | BLOCK INCcl a | $0 | – | -3,138 | -100.0% | -0.30% | – |
| DKNG | Exit | DRAFTKINGS INC | $0 | – | -32,565 | -100.0% | -0.45% | – |
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.