Tempus Wealth Planning as of Dec. 31, 2019
Portfolio Holdings for Tempus Wealth Planning
Tempus Wealth Planning holds 76 positions in its portfolio as reported in the December 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Spdr Ser Tr 1 3 hgh yield (BIL) | 25.3 | $29M | 314k | 91.43 | |
General Electric Company | 8.2 | $9.3M | 837k | 11.16 | |
Spdr Ser Tr shrt trsry etf (SPTS) | 7.0 | $8.0M | 266k | 29.96 | |
SPDR Barclays Capital Aggregate Bo (SPAB) | 5.1 | $5.8M | 196k | 29.38 | |
SPDR Barclays Capital Long Term Tr (SPTL) | 4.8 | $5.4M | 139k | 38.87 | |
Spdr Series Trust equity (IBND) | 3.7 | $4.2M | 123k | 34.16 | |
iShares Dow Jones US Real Estate (IYR) | 3.6 | $4.1M | 44k | 93.08 | |
SPDR S&P Emerging Markets (SPEM) | 3.2 | $3.7M | 97k | 37.59 | |
SPDR DJ International Real Estate ETF (RWX) | 3.1 | $3.5M | 91k | 38.79 | |
Microsoft Corporation (MSFT) | 2.3 | $2.7M | 17k | 157.73 | |
Spdr Series Trust brcly em locl (EBND) | 2.0 | $2.3M | 83k | 27.91 | |
SPDR Barclays Capital TIPS (SPIP) | 2.0 | $2.2M | 78k | 28.55 | |
Daily Gold Miners Index Bull 3x Shs New Feb 2017 | 1.8 | $2.0M | 58k | 34.84 | |
Lockheed Martin Corporation (LMT) | 1.8 | $2.0M | 5.1k | 389.34 | |
Johnson & Johnson (JNJ) | 1.6 | $1.8M | 12k | 145.86 | |
Bank of America Corporation (BAC) | 1.0 | $1.1M | 31k | 35.22 | |
Apple (AAPL) | 0.9 | $1.1M | 3.6k | 293.53 | |
Invesco Buyback Achievers Etf equities (PKW) | 0.9 | $1.0M | 15k | 69.01 | |
Verizon Communications (VZ) | 0.8 | $953k | 16k | 61.37 | |
Pfizer (PFE) | 0.8 | $857k | 22k | 39.20 | |
Boeing Company (BA) | 0.8 | $855k | 2.6k | 325.84 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.7 | $797k | 3.8k | 212.53 | |
Caterpillar (CAT) | 0.6 | $709k | 4.8k | 147.71 | |
Target Corporation (TGT) | 0.6 | $715k | 5.6k | 128.16 | |
Intel Corporation (INTC) | 0.6 | $694k | 12k | 59.82 | |
Merck & Co (MRK) | 0.6 | $686k | 7.5k | 90.96 | |
Proshares Tr mdcp 400 divid (REGL) | 0.6 | $663k | 11k | 60.22 | |
iShares FTSE KLD 400 Social Idx (DSI) | 0.6 | $648k | 5.4k | 120.11 | |
iShares S&P Growth Allocation Fund (AOR) | 0.6 | $633k | 13k | 47.82 | |
JPMorgan Chase & Co. (JPM) | 0.6 | $629k | 4.5k | 139.47 | |
Waste Management (WM) | 0.5 | $599k | 5.3k | 113.88 | |
iShares S&P NA Tec.-SW. Idx. Fund (IGV) | 0.5 | $584k | 2.5k | 233.04 | |
Kraft Heinz (KHC) | 0.5 | $544k | 17k | 32.13 | |
Philip Morris International (PM) | 0.5 | $511k | 6.0k | 85.17 | |
At&t (T) | 0.4 | $493k | 13k | 39.06 | |
GlaxoSmithKline | 0.4 | $464k | 9.9k | 46.95 | |
iShares S&P Conservative Allocatn Fd ETF (AOK) | 0.4 | $466k | 13k | 36.22 | |
Mondelez Int (MDLZ) | 0.4 | $445k | 8.1k | 55.10 | |
Vulcan Materials Company (VMC) | 0.4 | $432k | 3.0k | 144.00 | |
Spdr Series Trust dj ttl mkt etf (SPTM) | 0.4 | $422k | 11k | 39.87 | |
Chevron Corporation (CVX) | 0.4 | $410k | 3.4k | 120.45 | |
Berkshire Hathaway (BRK.B) | 0.3 | $392k | 1.7k | 226.59 | |
Paypal Holdings (PYPL) | 0.3 | $397k | 3.7k | 108.17 | |
Amgen (AMGN) | 0.3 | $388k | 1.6k | 240.84 | |
Maxim Integrated Products | 0.3 | $375k | 6.1k | 61.51 | |
Citigroup (C) | 0.3 | $375k | 4.7k | 79.91 | |
Bristol Myers Squibb (BMY) | 0.3 | $361k | 5.6k | 64.16 | |
CVS Caremark Corporation (CVS) | 0.3 | $354k | 4.8k | 74.28 | |
ConocoPhillips (COP) | 0.3 | $354k | 5.5k | 64.95 | |
Pepsi (PEP) | 0.3 | $351k | 2.6k | 136.52 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.3 | $350k | 4.1k | 84.68 | |
Pacer Fds Tr trendp 750 etf (PTLC) | 0.3 | $356k | 11k | 33.42 | |
Procter & Gamble Company (PG) | 0.3 | $342k | 2.7k | 124.91 | |
Visa (V) | 0.3 | $338k | 1.8k | 187.78 | |
Bce (BCE) | 0.3 | $344k | 7.4k | 46.30 | |
Ishares Tr s^p aggr all (AOA) | 0.3 | $336k | 5.8k | 58.00 | |
Abbvie (ABBV) | 0.3 | $335k | 3.8k | 88.44 | |
Wabtec Corporation (WAB) | 0.3 | $333k | 4.3k | 77.89 | |
Pacer Fds Tr trendp 100 etf (PTNQ) | 0.3 | $325k | 8.1k | 40.30 | |
Wells Fargo & Company (WFC) | 0.3 | $315k | 5.9k | 53.75 | |
Altria (MO) | 0.3 | $319k | 6.4k | 49.88 | |
Constellation Brands (STZ) | 0.3 | $314k | 1.7k | 189.73 | |
Home Depot (HD) | 0.3 | $308k | 1.4k | 218.75 | |
Ford Motor Company (F) | 0.3 | $306k | 33k | 9.30 | |
Eli Lilly & Co. (LLY) | 0.2 | $277k | 2.1k | 131.28 | |
Royal Dutch Shell | 0.2 | $265k | 4.5k | 58.89 | |
iShares Lehman Short Treasury Bond (SHV) | 0.2 | $266k | 2.4k | 110.47 | |
Baxter International (BAX) | 0.2 | $251k | 3.0k | 83.67 | |
Hormel Foods Corporation (HRL) | 0.2 | $233k | 5.2k | 45.02 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.2 | $233k | 1.9k | 124.53 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.2 | $228k | 2.8k | 81.08 | |
International Business Machines (IBM) | 0.2 | $220k | 1.6k | 133.82 | |
Vanguard Total Stock Market ETF (VTI) | 0.2 | $220k | 1.3k | 163.69 | |
Americas Gold And Silver Cor (USAS) | 0.1 | $159k | 50k | 3.18 | |
AVINO SILVER & GOLD Mines Lt (ASM) | 0.1 | $58k | 100k | 0.58 | |
Comstock Mng (LODE) | 0.0 | $9.0k | 21k | 0.44 |