Tempus Wealth Planning

Latest statistics and disclosures from Tempus Wealth Planning's latest quarterly 13F-HR filing:

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Positions held by Tempus Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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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