Tempus Wealth Planning
Latest statistics and disclosures from Tempus Wealth Planning's latest quarterly 13F-HR filing:
- Top 5 stock holdings are General Electric, MSFT, BIL, IVV, NVDA, and represent 20.33% of Tempus Wealth Planning's stock portfolio.
- Added to shares of these 10 stocks: General Electric (+$16M), BIL, CGGR, SPYG, CGBL, SCHZ, WMT, DIVB, APO, BRK.B.
- Started 21 new stock positions in APO, SPYV, AVGO, Amplify Etf Tr, FNV, CGGR, NANR, SPYG, Amplify Etf Tr, CGGO. CGCP, INDI, GDX, SOXX, DIVB, General Electric, LCTU, CGBL, VUG, BRK.B, EXR.
- Reduced shares in these 10 stocks: GE (-$12M), ICSH, JNK, IVW, SPAB, IWP, SPTS, VOE, DFIV, IAU.
- Sold out of its positions in DFAE, DFAT, DFLV, DFIS, DFIV, Etf Managers Tr purefunds ise mo, Etf Managers Tr tierra xp latin, EA, GE, HRL. IBM, PDBC, IVW, IWP, ISCG, IWC, PCK, SPDW, SPIP, JNK, VIGI, VOE.
- Tempus Wealth Planning was a net seller of stock by $-12M.
- Tempus Wealth Planning has $227M in assets under management (AUM), dropping by -0.22%.
- Central Index Key (CIK): 0001806428
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Tempus Wealth Planning holds 191 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
General Electric | 7.0 | $16M | NEW | 91k | 175.53 |
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Microsoft Corporation (MSFT) | 3.8 | $8.7M | 21k | 420.72 |
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 3.5 | $8.0M | +55% | 87k | 91.80 |
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Ishares Tr Core S&p500 Etf (IVV) | 3.1 | $7.1M | -5% | 14k | 525.73 |
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NVIDIA Corporation (NVDA) | 2.8 | $6.4M | 7.1k | 903.56 |
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Spdr Ser Tr Portfoli S&p1500 (SPTM) | 2.7 | $6.1M | -2% | 95k | 64.15 |
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Ishares Tr Blackrock Ultra (ICSH) | 2.4 | $5.5M | -40% | 109k | 50.56 |
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Apple (AAPL) | 2.4 | $5.4M | -22% | 31k | 171.48 |
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Schwab Strategic Tr Us Aggregate B (SCHZ) | 2.4 | $5.4M | +21% | 117k | 46.00 |
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 2.2 | $5.0M | -3% | 81k | 62.06 |
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Vanguard Specialized Funds Div App Etf (VIG) | 2.1 | $4.8M | 27k | 182.61 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.5 | $3.4M | +4% | 7.6k | 444.00 |
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Spdr Ser Tr Portfolio Agrgte (SPAB) | 1.4 | $3.2M | -40% | 126k | 25.28 |
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Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 1.3 | $3.0M | -38% | 105k | 28.92 |
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Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.3 | $3.0M | 77k | 39.02 |
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Ge Healthcare Technologies I Common Stock (GEHC) | 1.2 | $2.8M | 31k | 90.91 |
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Ishares Tr Pfd And Incm Sec (PFF) | 1.2 | $2.8M | 86k | 32.23 |
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 1.2 | $2.7M | +3% | 40k | 67.39 |
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.2 | $2.7M | 29k | 92.72 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $2.6M | -7% | 4.9k | 523.05 |
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Amazon (AMZN) | 1.0 | $2.4M | 13k | 180.38 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $2.3M | -5% | 8.9k | 259.90 |
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Ishares Tr U.s. Tech Etf (IYW) | 1.0 | $2.2M | 17k | 135.06 |
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Ishares Tr Esg Awr Msci Usa (ESGU) | 0.9 | $2.1M | -5% | 18k | 114.96 |
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Ishares Tr Select Divid Etf (DVY) | 0.9 | $2.0M | +58% | 16k | 123.18 |
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Ishares Tr Core Total Usd (IUSB) | 0.9 | $2.0M | +5% | 44k | 45.59 |
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Target Corporation (TGT) | 0.8 | $1.9M | 11k | 177.21 |
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Kinder Morgan (KMI) | 0.8 | $1.8M | +10% | 100k | 18.34 |
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JPMorgan Chase & Co. (JPM) | 0.8 | $1.8M | +3% | 9.1k | 200.30 |
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Eli Lilly & Co. (LLY) | 0.8 | $1.8M | +2% | 2.3k | 777.96 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $1.8M | +6% | 12k | 150.93 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $1.7M | -44% | 14k | 120.99 |
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Oracle Corporation (ORCL) | 0.7 | $1.5M | 12k | 125.61 |
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Verizon Communications (VZ) | 0.7 | $1.5M | -5% | 36k | 41.96 |
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Walt Disney Company (DIS) | 0.6 | $1.5M | 12k | 122.36 |
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Amgen (AMGN) | 0.6 | $1.5M | 5.2k | 284.32 |
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.6 | $1.5M | +4% | 41k | 35.61 |
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.6 | $1.4M | -4% | 22k | 65.87 |
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Enbridge (ENB) | 0.6 | $1.4M | 39k | 36.18 |
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Honeywell International (HON) | 0.6 | $1.4M | +67% | 6.8k | 205.26 |
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Wal-Mart Stores (WMT) | 0.6 | $1.4M | +204% | 23k | 60.17 |
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Rockwell Automation (ROK) | 0.6 | $1.3M | -6% | 4.5k | 291.33 |
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Pepsi (PEP) | 0.6 | $1.3M | +3% | 7.4k | 175.00 |
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Johnson & Johnson (JNJ) | 0.6 | $1.3M | +2% | 8.2k | 158.19 |
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Ishares Tr Msci Kld400 Soc (DSI) | 0.6 | $1.3M | 13k | 100.81 |
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Boeing Company (BA) | 0.5 | $1.2M | +3% | 6.4k | 192.99 |
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Ishares Tr Eafe Value Etf (EFV) | 0.5 | $1.2M | -3% | 22k | 54.40 |
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Tesla Motors (TSLA) | 0.5 | $1.2M | +16% | 6.9k | 175.80 |
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Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.5 | $1.2M | -4% | 43k | 27.94 |
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J.B. Hunt Transport Services (JBHT) | 0.5 | $1.2M | +2% | 5.8k | 199.24 |
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Bank of America Corporation (BAC) | 0.5 | $1.1M | 30k | 37.92 |
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TJX Companies (TJX) | 0.5 | $1.1M | +4% | 11k | 101.42 |
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Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.5 | $1.1M | NEW | 35k | 31.99 |
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Schwab Strategic Tr Us Reit Etf (SCHH) | 0.5 | $1.1M | +3% | 55k | 20.30 |
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Ishares Tr Eafe Grwth Etf (EFG) | 0.5 | $1.1M | 10k | 103.79 |
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.5 | $1.1M | NEW | 15k | 73.15 |
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Spdr Ser Tr Bloomberg Intl (IBND) | 0.5 | $1.1M | -60% | 37k | 29.11 |
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Capital Group Core Balanced SHS (CGBL) | 0.5 | $1.1M | NEW | 37k | 29.11 |
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Meta Platforms Cl A (META) | 0.5 | $1.1M | +2% | 2.2k | 485.58 |
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Waste Management (WM) | 0.5 | $1.1M | 5.0k | 213.15 |
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Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.5 | $1.1M | +14% | 9.7k | 108.23 |
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Draftkings Com Cl A (DKNG) | 0.5 | $1.1M | -17% | 23k | 45.41 |
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Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.5 | $1.0M | +82% | 9.4k | 108.92 |
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Nano X Imaging Ord Shs (NNOX) | 0.5 | $1.0M | +4% | 105k | 9.77 |
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Costco Wholesale Corporation (COST) | 0.4 | $1.0M | +10% | 1.4k | 732.68 |
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Spdr Ser Tr Bloomberg Emergi (EBND) | 0.4 | $1.0M | -59% | 49k | 20.50 |
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Hershey Company (HSY) | 0.4 | $972k | 5.0k | 194.49 |
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Wynn Resorts (WYNN) | 0.4 | $945k | -2% | 9.2k | 102.22 |
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Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.4 | $929k | +250% | 15k | 61.53 |
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Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.4 | $917k | -14% | 12k | 76.19 |
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Ishares Tr Core Divid Etf (DIVB) | 0.4 | $913k | NEW | 21k | 44.50 |
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Cisco Systems (CSCO) | 0.4 | $909k | +3% | 18k | 49.91 |
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Proshares Tr S&p Mdcp 400 Div (REGL) | 0.4 | $904k | 12k | 78.56 |
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Canadian Natl Ry (CNI) | 0.4 | $891k | +3% | 6.8k | 131.71 |
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Vaneck Etf Trust Preferred Securt (PFXF) | 0.4 | $885k | 50k | 17.69 |
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Apollo Global Mgmt (APO) | 0.4 | $877k | NEW | 7.8k | 112.45 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $849k | NEW | 2.0k | 420.52 |
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.4 | $836k | NEW | 17k | 50.10 |
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Ishares Tr Aggres Alloc Etf (AOA) | 0.4 | $811k | +2% | 11k | 73.46 |
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $807k | 16k | 49.24 |
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Applied Materials (AMAT) | 0.3 | $777k | 3.8k | 206.23 |
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Ishares Tr Mbs Etf (MBB) | 0.3 | $771k | +25% | 8.3k | 92.42 |
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Paypal Holdings (PYPL) | 0.3 | $761k | +73% | 11k | 66.99 |
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Merck & Co (MRK) | 0.3 | $753k | +5% | 5.7k | 131.95 |
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Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $751k | +39% | 7.9k | 94.62 |
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Home Depot (HD) | 0.3 | $751k | +7% | 2.0k | 383.60 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $734k | +149% | 6.6k | 110.52 |
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.3 | $728k | +14% | 15k | 48.21 |
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Royal Caribbean Cruises (RCL) | 0.3 | $727k | -6% | 5.2k | 139.01 |
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Raytheon Technologies Corp (RTX) | 0.3 | $721k | +2% | 7.4k | 97.53 |
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Visa Com Cl A (V) | 0.3 | $715k | +20% | 2.6k | 279.06 |
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Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.3 | $701k | +80% | 22k | 32.50 |
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Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 0.3 | $699k | +61% | 26k | 27.01 |
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Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.3 | $629k | 30k | 20.95 |
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Bristol Myers Squibb (BMY) | 0.3 | $614k | +190% | 11k | 54.23 |
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Spdr Index Shs Fds S&p North Amer (NANR) | 0.3 | $612k | NEW | 11k | 54.58 |
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Proshares Tr Ultrapro Qqq (TQQQ) | 0.3 | $607k | 9.9k | 61.56 |
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Extra Space Storage (EXR) | 0.3 | $600k | NEW | 4.1k | 147.00 |
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Advanced Micro Devices (AMD) | 0.3 | $591k | +8% | 3.3k | 180.49 |
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Ishares Tr Grwt Allocat Etf (AOR) | 0.3 | $590k | +2% | 11k | 55.67 |
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Capital Group Dividend Growe Shs Etf (CGDG) | 0.3 | $589k | +164% | 21k | 28.63 |
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Snap-on Incorporated (SNA) | 0.3 | $588k | +5% | 2.0k | 296.25 |
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Ishares Tr Us Treas Bd Etf (GOVT) | 0.3 | $571k | -10% | 25k | 22.77 |
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Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $563k | +35% | 3.4k | 164.35 |
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.2 | $555k | 16k | 35.80 |
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Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.2 | $554k | +108% | 18k | 31.16 |
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First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.2 | $545k | -5% | 11k | 51.36 |
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Calamos (CCD) | 0.2 | $537k | 25k | 21.80 |
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $501k | +3% | 20k | 25.25 |
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Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $494k | 2.7k | 183.89 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $488k | +514% | 8.0k | 60.74 |
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Chevron Corporation (CVX) | 0.2 | $483k | +2% | 3.1k | 157.74 |
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Ishares Core Msci Emkt (IEMG) | 0.2 | $474k | -9% | 9.2k | 51.60 |
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Franco-Nevada Corporation (FNV) | 0.2 | $472k | NEW | 4.0k | 119.17 |
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Select Sector Spdr Tr Financial (XLF) | 0.2 | $471k | 11k | 42.12 |
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Abbvie (ABBV) | 0.2 | $468k | +10% | 2.6k | 182.10 |
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.2 | $467k | 9.8k | 47.72 |
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Haleon Spon Ads (HLN) | 0.2 | $465k | +4% | 55k | 8.49 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $457k | +7% | 2.2k | 210.27 |
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Constellation Brands Cl A (STZ) | 0.2 | $453k | 1.7k | 271.75 |
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eBay (EBAY) | 0.2 | $451k | +3% | 8.5k | 52.78 |
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Block Cl A (SQ) | 0.2 | $435k | 5.1k | 84.58 |
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J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $433k | -6% | 7.5k | 57.86 |
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Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $431k | NEW | 14k | 31.62 |
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Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $431k | -2% | 4.4k | 97.94 |
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Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $423k | +106% | 27k | 15.73 |
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Pacer Fds Tr Trendpilot 100 (PTNQ) | 0.2 | $421k | 6.1k | 68.68 |
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Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.2 | $410k | +3% | 7.2k | 57.03 |
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Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $409k | 4.0k | 101.41 |
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Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $397k | -8% | 4.7k | 83.58 |
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Global X Fds Renewable Energy (RNRG) | 0.2 | $392k | +10% | 40k | 9.85 |
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ConocoPhillips (COP) | 0.2 | $386k | 3.0k | 127.28 |
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Intel Corporation (INTC) | 0.2 | $386k | -4% | 8.7k | 44.17 |
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Exxon Mobil Corporation (XOM) | 0.2 | $384k | +7% | 3.3k | 116.24 |
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Spdr Gold Tr Gold Shs (GLD) | 0.2 | $373k | 1.8k | 205.72 |
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Calamos Conv & High Income F Com Shs (CHY) | 0.2 | $361k | 31k | 11.81 |
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Amdocs SHS (DOX) | 0.2 | $359k | +9% | 4.0k | 90.37 |
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Laboratory Corp Amer Hldgs Com New (LH) | 0.2 | $353k | +8% | 1.6k | 218.43 |
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Nike CL B (NKE) | 0.1 | $340k | +40% | 3.6k | 93.97 |
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Charles Schwab Corporation (SCHW) | 0.1 | $340k | +35% | 4.7k | 72.34 |
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Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 0.1 | $336k | +5% | 12k | 27.76 |
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Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $330k | +9% | 4.5k | 73.28 |
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Henry Schein (HSIC) | 0.1 | $328k | +9% | 4.3k | 75.52 |
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Ishares Tr Expanded Tech (IGV) | 0.1 | $328k | +253% | 3.8k | 85.27 |
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McDonald's Corporation (MCD) | 0.1 | $326k | +4% | 1.2k | 282.06 |
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Apartment Income Reit Corp (AIRC) | 0.1 | $325k | 10k | 32.47 |
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UnitedHealth (UNH) | 0.1 | $322k | +47% | 652.00 | 494.47 |
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Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.1 | $320k | 13k | 23.83 |
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Mastercard Incorporated Cl A (MA) | 0.1 | $317k | +8% | 659.00 | 481.57 |
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Pfizer (PFE) | 0.1 | $316k | -31% | 11k | 27.75 |
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Lockheed Martin Corporation (LMT) | 0.1 | $315k | +11% | 693.00 | 455.03 |
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Cambria Etf Tr Glb Moment Etf (GMOM) | 0.1 | $315k | -25% | 11k | 29.11 |
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Amplify Etf Tr Amplify Alternat | 0.1 | $310k | NEW | 74k | 4.18 |
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Amplify Etf Tr Amplify Mobile P | 0.1 | $303k | NEW | 5.7k | 52.64 |
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Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $301k | +11% | 6.7k | 45.15 |
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $292k | 3.8k | 77.31 |
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Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 0.1 | $290k | NEW | 13k | 22.46 |
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $290k | -33% | 5.1k | 56.39 |
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First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $283k | -36% | 1.4k | 205.09 |
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salesforce (CRM) | 0.1 | $282k | +5% | 937.00 | 301.18 |
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Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $278k | -37% | 2.9k | 94.89 |
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Starbucks Corporation (SBUX) | 0.1 | $277k | +2% | 3.0k | 91.39 |
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Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.1 | $277k | NEW | 9.6k | 28.80 |
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Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.1 | $273k | NEW | 4.8k | 57.41 |
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Ishares Tr Esg Awre Usd Etf (SUSC) | 0.1 | $273k | +19% | 12k | 22.99 |
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Alps Etf Tr Clean Energy (ACES) | 0.1 | $271k | -8% | 9.1k | 29.68 |
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Qualcomm (QCOM) | 0.1 | $271k | 1.6k | 169.26 |
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MetLife (MET) | 0.1 | $268k | +4% | 3.6k | 74.11 |
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Blackrock MuniHoldings CA Insrd Fnd (MUC) | 0.1 | $261k | 24k | 11.01 |
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At&t (T) | 0.1 | $252k | -32% | 14k | 17.60 |
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Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $249k | -12% | 2.4k | 105.03 |
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Alphabet Cap Stk Cl C (GOOG) | 0.1 | $244k | 1.6k | 152.26 |
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $242k | 3.0k | 81.78 |
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GSK Sponsored Adr (GSK) | 0.1 | $241k | 5.6k | 42.87 |
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General Mills (GIS) | 0.1 | $240k | 3.4k | 69.97 |
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Ishares Tr Esg Adv Ttl Usd (EUSB) | 0.1 | $237k | +12% | 5.5k | 42.83 |
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Mondelez Intl Cl A (MDLZ) | 0.1 | $234k | +6% | 3.3k | 70.00 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $229k | 1.0k | 228.59 |
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CVS Caremark Corporation (CVS) | 0.1 | $222k | -60% | 2.8k | 79.76 |
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Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $221k | -13% | 4.7k | 47.46 |
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Vanguard World Inf Tech Etf (VGT) | 0.1 | $221k | 421.00 | 523.98 |
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Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $218k | NEW | 963.00 | 225.92 |
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Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $217k | -11% | 4.2k | 52.16 |
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Ishares Tr National Mun Etf (MUB) | 0.1 | $213k | 2.0k | 107.60 |
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Ishares Gold Tr Ishares New (IAU) | 0.1 | $210k | -88% | 5.0k | 42.01 |
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Spdr Ser Tr S&p Semicndctr (XSD) | 0.1 | $207k | -29% | 892.00 | 232.10 |
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Broadcom (AVGO) | 0.1 | $203k | NEW | 153.00 | 1325.41 |
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Vanguard Index Fds Growth Etf (VUG) | 0.1 | $200k | NEW | 582.00 | 344.20 |
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Ford Motor Company (F) | 0.1 | $140k | -3% | 11k | 13.28 |
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Pimco High Income Com Shs (PHK) | 0.1 | $126k | -8% | 26k | 4.94 |
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Indie Semiconductor Class A Com (INDI) | 0.1 | $121k | NEW | 17k | 7.08 |
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Past Filings by Tempus Wealth Planning
SEC 13F filings are viewable for Tempus Wealth Planning going back to 2019
- Tempus Wealth Planning 2024 Q1 filed April 19, 2024
- Tempus Wealth Planning 2023 Q4 filed Jan. 24, 2024
- Tempus Wealth Planning 2023 Q3 filed Nov. 1, 2023
- Tempus Wealth Planning 2023 Q2 filed July 21, 2023
- Tempus Wealth Planning 2023 Q1 filed May 8, 2023
- Tempus Wealth Planning 2022 Q4 filed Feb. 10, 2023
- Tempus Wealth Planning 2022 Q3 filed Nov. 14, 2022
- Tempus Wealth Planning 2022 Q2 filed Aug. 5, 2022
- Tempus Wealth Planning 2022 Q1 filed May 6, 2022
- Tempus Wealth Planning 2021 Q4 filed Feb. 2, 2022
- Tempus Wealth Planning 2021 Q3 filed Nov. 9, 2021
- Tempus Wealth Planning 2021 Q2 filed Aug. 12, 2021
- Tempus Wealth Planning 2021 Q1 filed April 29, 2021
- Tempus Wealth Planning 2020 Q4 filed Feb. 4, 2021
- Tempus Wealth Planning 2020 Q3 filed Nov. 12, 2020
- Tempus Wealth Planning 2020 Q2 filed Aug. 7, 2020