Tempus Wealth Planning
Latest statistics and disclosures from Tempus Wealth Planning's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GE, SPTS, JNK, MSFT, SPIP, and represent 29.47% of Tempus Wealth Planning's stock portfolio.
- Added to shares of these 10 stocks: JNK, VYM, VYMI, VOE, ALTS, IVW, VB, IJK, VIGI, GNR.
- Started 25 new stock positions in VSS, VYM, VOE, VBR, DBC, IVW, IWO, VIGI, VIG, VB.
- Reduced shares in these 10 stocks: SPTS, IBND, SPAB, EBND, TSLA, , GE, WMT, , BABA.
- Sold out of its positions in MXIM, DIA, WMT.
- Tempus Wealth Planning was a net buyer of stock by $14M.
- Tempus Wealth Planning has $95M in assets under management (AUM), dropping by 21.22%.
- Central Index Key (CIK): 0001806428
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Portfolio Holdings for Tempus Wealth Planning
Companies in the Tempus Wealth Planning portfolio as of the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| General Electric Company (GE) | 10.4 | $9.9M | -3% | 752k | 13.13 | |
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 7.6 | $7.2M | -33% | 234k | 30.66 | |
| Spdr Ser Tr Bloomberg Brclys (JNK) | 4.3 | $4.1M | NEW | 37k | 108.79 | |
| Microsoft Corporation (MSFT) | 3.8 | $3.6M | 15k | 235.78 | ||
| Spdr Ser Tr Portfli Tips Etf (SPIP) | 3.3 | $3.1M | +26% | 102k | 30.55 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 2.8 | $2.7M | NEW | 26k | 101.07 | |
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 2.8 | $2.6M | -54% | 89k | 29.64 | |
| Spdr Ser Tr Blombrg Brc Intl (IBND) | 2.6 | $2.5M | -58% | 70k | 35.82 | |
| Johnson & Johnson (JNJ) | 2.2 | $2.1M | +2% | 13k | 164.33 | |
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 2.1 | $2.0M | NEW | 30k | 65.46 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 2.1 | $2.0M | NEW | 15k | 134.90 | |
| Lockheed Martin Corporation (LMT) | 2.0 | $1.9M | 5.1k | 369.54 | ||
| Proshares Tr Morningstar Altr (ALTS) | 1.9 | $1.8M | NEW | 46k | 38.69 | |
| Spdr Ser Tr Blombrg Brc Emrg (EBND) | 1.9 | $1.8M | -56% | 68k | 26.03 | |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.9 | $1.8M | NEW | 27k | 65.11 | |
| Apple (AAPL) | 1.8 | $1.7M | 14k | 122.13 | ||
| Vanguard Index Fds Small Cp Etf (VB) | 1.6 | $1.5M | NEW | 7.1k | 214.01 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.6 | $1.5M | +22% | 4.6k | 319.20 | |
| Pfizer (PFE) | 1.4 | $1.4M | +41% | 38k | 36.24 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 1.4 | $1.4M | NEW | 17k | 78.39 | |
| Caterpillar (CAT) | 1.3 | $1.2M | 5.3k | 231.89 | ||
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 1.3 | $1.2M | NEW | 15k | 82.85 | |
| At&t (T) | 1.3 | $1.2M | +33% | 39k | 30.27 | |
| Target Corporation (TGT) | 1.1 | $1.0M | 5.2k | 198.06 | ||
| Bank of America Corporation (BAC) | 1.1 | $1.0M | -2% | 26k | 38.68 | |
| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 1.0 | $972k | NEW | 19k | 50.28 | |
| Proshares Tr S&p Mdcp 400 Div (REGL) | 1.0 | $961k | +8% | 14k | 69.66 | |
| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 1.0 | $959k | +3% | 11k | 84.23 | |
| Invesco Db Commdy Indx Trck Unit (DBC) | 1.0 | $956k | NEW | 58k | 16.61 | |
| Ishares Tr Msci Kld400 Soc (DSI) | 1.0 | $952k | +8% | 13k | 76.35 | |
| Verizon Communications (VZ) | 1.0 | $951k | +3% | 16k | 58.17 | |
| Waste Management (WM) | 0.8 | $792k | +16% | 6.1k | 129.10 | |
| Citigroup Com New (C) | 0.8 | $752k | 10k | 72.73 | ||
| Ishares Tr Grwt Allocat Etf (AOR) | 0.8 | $730k | 14k | 53.55 | ||
| Merck & Co (MRK) | 0.8 | $720k | +15% | 9.3k | 77.12 | |
| Americas Gold And Silver Cor (USAS) | 0.7 | $695k | 309k | 2.25 | ||
| JPMorgan Chase & Co. (JPM) | 0.7 | $675k | 4.4k | 152.20 | ||
| Intel Corporation (INTC) | 0.7 | $657k | -3% | 10k | 64.04 | |
| Pepsi (PEP) | 0.6 | $607k | +52% | 4.3k | 141.46 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.6 | $602k | NEW | 14k | 43.77 | |
| CVS Caremark Corporation (CVS) | 0.6 | $539k | +10% | 7.2k | 75.17 | |
| Philip Morris International (PM) | 0.6 | $532k | 6.0k | 88.67 | ||
| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.6 | $529k | +9% | 15k | 34.72 | |
| Viatris (VTRS) | 0.5 | $518k | +38% | 37k | 13.98 | |
| Amgen (AMGN) | 0.5 | $515k | +22% | 2.1k | 249.03 | |
| Pacer Fds Tr Trendp 100 Etf (PTNQ) | 0.5 | $514k | -2% | 9.8k | 52.39 | |
| Vulcan Materials Company (VMC) | 0.5 | $506k | 3.0k | 168.67 | ||
| Global X Fds Renewable Energy (RNRG) | 0.5 | $488k | NEW | 31k | 15.88 | |
| Raytheon Technologies Corp (RTX) | 0.5 | $488k | +11% | 6.3k | 77.23 | |
| Boeing Company (BA) | 0.5 | $487k | 1.9k | 254.71 | ||
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.5 | $485k | -27% | 2.1k | 226.83 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.5 | $476k | NEW | 2.9k | 165.45 | |
| Constellation Brands Cl A (STZ) | 0.5 | $474k | +11% | 2.1k | 228.21 | |
| Mondelez Intl Cl A (MDLZ) | 0.5 | $473k | 8.1k | 58.57 | ||
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $442k | +4% | 1.7k | 255.49 | |
| Ishares Tr Aggres Alloc Etf (AOA) | 0.5 | $442k | +9% | 6.6k | 66.95 | |
| Ford Motor Company (F) | 0.4 | $423k | 35k | 12.26 | ||
| Home Depot (HD) | 0.4 | $414k | 1.4k | 305.54 | ||
| Bristol Myers Squibb (BMY) | 0.4 | $411k | +5% | 6.5k | 63.07 | |
| Abbvie (ABBV) | 0.4 | $409k | 3.8k | 108.32 | ||
| Applied Materials (AMAT) | 0.4 | $401k | 3.0k | 133.67 | ||
| Amazon (AMZN) | 0.4 | $393k | +67% | 127.00 | 3094.49 | |
| Facebook Cl A (FB) | 0.4 | $391k | +34% | 1.3k | 294.87 | |
| Eli Lilly & Co. (LLY) | 0.4 | $389k | 2.1k | 187.02 | ||
| Ishares Tr Select Divid Etf (DVY) | 0.4 | $388k | NEW | 3.4k | 114.08 | |
| Visa Com Cl A (V) | 0.4 | $386k | 1.8k | 211.51 | ||
| Paypal Holdings (PYPL) | 0.4 | $366k | 1.5k | 242.71 | ||
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.4 | $359k | NEW | 1.6k | 217.97 | |
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.4 | $356k | +26% | 3.7k | 95.78 | |
| Procter & Gamble Company (PG) | 0.4 | $355k | 2.6k | 135.55 | ||
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $355k | 4.1k | 86.14 | ||
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.4 | $354k | NEW | 2.8k | 128.54 | |
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.4 | $347k | +40% | 7.1k | 49.13 | |
| Chevron Corporation (CVX) | 0.4 | $346k | 3.3k | 104.88 | ||
| Etf Managers Tr Etfmg Altr Hrvst (MJ) | 0.4 | $337k | +18% | 15k | 22.92 | |
| Ishares Tr Expanded Tech (IGV) | 0.4 | $332k | +15% | 972.00 | 341.56 | |
| Altria (MO) | 0.3 | $327k | 6.4k | 51.13 | ||
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $324k | +36% | 2.4k | 132.73 | |
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.3 | $320k | +32% | 7.7k | 41.78 | |
| Spdr Ser Tr S&p Biotech (XBI) | 0.3 | $314k | +33% | 2.3k | 135.75 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.3 | $307k | NEW | 1.0k | 300.69 | |
| Tesla Motors (TSLA) | 0.3 | $272k | -68% | 407.00 | 668.30 | |
| Wells Fargo & Company (WFC) | 0.3 | $255k | NEW | 6.5k | 39.09 | |
| Baxter International (BAX) | 0.3 | $253k | 3.0k | 84.33 | ||
| Hormel Foods Corporation (HRL) | 0.3 | $253k | 5.3k | 47.84 | ||
| Glaxosmithkline Sponsored Adr (GSK) | 0.3 | $248k | +9% | 7.0k | 35.65 | |
| Ishares Tr Short Treas Bd (SHV) | 0.2 | $229k | 2.1k | 110.63 | ||
| ConocoPhillips (COP) | 0.2 | $225k | NEW | 4.3k | 52.94 | |
| Electronic Arts (EA) | 0.2 | $225k | NEW | 1.7k | 135.62 | |
| Activision Blizzard (ATVI) | 0.2 | $225k | NEW | 2.4k | 92.94 | |
| International Business Machines (IBM) | 0.2 | $224k | +2% | 1.7k | 133.02 | |
| Illinois Tool Works (ITW) | 0.2 | $223k | 1.0k | 221.45 | ||
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $221k | NEW | 1.5k | 147.04 | |
| Ishares Tr Conser Alloc Etf (AOK) | 0.2 | $210k | 5.4k | 38.70 | ||
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $208k | NEW | 2.4k | 86.13 | |
| Ishares U S Etf Tr Blackrock St Mat (NEAR) | 0.2 | $200k | NEW | 4.0k | 50.18 | |
| AVINO SILVER & GOLD Mines Lt (ASM) | 0.1 | $91k | 74k | 1.23 | ||
Past Filings by Tempus Wealth Planning
SEC 13F filings are viewable for Tempus Wealth Planning going back to 2019
- 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
- Tempus Wealth Planning 2020 Q1 filed May 13, 2020
- Tempus Wealth Planning 2019 Q4 filed March 16, 2020