| |
|
|
| Name: |
Tempus Wealth Planning LLC |
| City: |
IRVINE |
| State: |
CA |
| Zip: |
92618 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
19 |
|
View All Holdings |
Currently
Viewing:
New Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
CGGR |
Capital Group Growth Etf |
52 |
New |
$0.00 |
$1,109,000 |
34,681 |
0.49% |
1,109,000 |
34,681 |
0.034 |
N/A |
|
|
SPYG |
SPDR Dow Jones Wilshire Lar... |
55 |
New |
$77.10 |
$1,066,000 |
14,579 |
0.47% |
1,066,000 |
14,579 |
0.001 |
Closed - End Fund - E... |
|
|
CGBL |
Capital Group Core Balanced... |
57 |
New |
$0.00 |
$1,063,000 |
36,528 |
0.47% |
1,063,000 |
36,528 |
0.406 |
N/A |
|
|
DIVB |
Ishares Us Dividend And Buy... |
70 |
New |
$0.00 |
$913,000 |
20,511 |
0.4% |
913,000 |
20,511 |
0.228 |
N/A |
|
|
APO |
Apollo Global Management LLC |
75 |
New |
$112.97 |
$877,000 |
7,800 |
0.39% |
877,000 |
7,800 |
0.001 |
Diversified Investments |
|
|
BRK.B |
Berkshire Hathaway B |
76 |
New |
$411.08 |
$849,000 |
2,019 |
0.37% |
849,000 |
2,019 |
0 |
Property & Casualty I... |
|
|
SPYV |
SPDR Dow Jones Wilshire Lar... |
77 |
New |
$49.25 |
$836,000 |
16,694 |
0.37% |
836,000 |
16,694 |
0.001 |
Closed - End Fund - E... |
|
|
NANR |
Spdr S |
95 |
New |
$55.60 |
$612,000 |
11,212 |
0.27% |
612,000 |
11,212 |
0.08 |
N/A |
|
|
EXR |
Extra Space Storage Inc |
97 |
New |
$148.48 |
$599,000 |
4,078 |
0.26% |
599,000 |
4,078 |
0.002 |
REIT - Industrial |
|
|
FNV |
Franco-Nevada Corp |
113 |
New |
$124.32 |
$472,000 |
3,961 |
0.21% |
472,000 |
3,961 |
0.002 |
Gold |
|
|
GDX |
VanEck Vectors Gold Miners ETF |
123 |
New |
$34.07 |
$431,000 |
13,639 |
0.19% |
431,000 |
13,639 |
0.003 |
Closed - End Fund - E... |
|
|
MJ |
Amplify Alternative Harvest... |
|
New |
$3.62 |
$310,000 |
74,160 |
0.14% |
310,000 |
74,160 |
0.082 |
N/A |
|
|
IPAY |
Amplify Mobile Payments ETF |
|
New |
$48.48 |
$302,000 |
5,746 |
0.13% |
302,000 |
5,746 |
0.039 |
N/A |
|
|
CGCP |
Capital Group Core Plus Inc... |
155 |
New |
$0.00 |
$290,000 |
12,911 |
0.13% |
290,000 |
12,911 |
0 |
N/A |
|
|
CGGO |
Capital Group Global Growth... |
159 |
New |
$0.00 |
$277,000 |
9,625 |
0.12% |
277,000 |
9,625 |
0.011 |
N/A |
|
|
LCTU |
Blackrock Us Carbon Transit... |
162 |
New |
$0.00 |
$273,000 |
4,752 |
0.12% |
273,000 |
4,752 |
0 |
N/A |
|
|
SOXX |
iShares S&P GSTI Semiconductor |
179 |
New |
$240.74 |
$218,000 |
963 |
0.1% |
218,000 |
963 |
0.008 |
Closed - End Fund - E... |
|
|
AVGO |
Broadcom Limited |
184 |
New |
$1,401.27 |
$203,000 |
153 |
0.09% |
203,000 |
153 |
0 |
Semiconductor- Broad... |
|
|
VUG |
Vanguard Growth VIPERS |
185 |
New |
$361.50 |
$200,000 |
582 |
0.09% |
200,000 |
582 |
0 |
Closed - End Fund - E... |
|
