Tempus Wealth Planning, LLC Buys SPDR Portfolio Short Term Treasury, SPDR Bloomberg Barclays Emerging Markets Local Bon, Direxion Daily S&P 500 Bull 3X Shares, Sells SPDR Bloomberg Barclays 1-3 Month T-Bill, SPDR Portfolio Long Term Treasury, iShares U.S.

Author's Avatar
May 13, 2020
Article's Main Image
Investment company Tempus Wealth Planning, LLC (Current Portfolio) buys SPDR Portfolio Short Term Treasury, SPDR Bloomberg Barclays Emerging Markets Local Bon, Direxion Daily S&P 500 Bull 3X Shares, Citigroup Inc, AT&T Inc, sells SPDR Bloomberg Barclays 1-3 Month T-Bill, SPDR Portfolio Long Term Treasury, iShares U.S. Real Estate, SPDR Index Shares Fund Portfolio Emerging Markets, SPDR DJ Wilshire Intl Real Estate during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Tempus Wealth Planning, LLC. As of 2020Q1, Tempus Wealth Planning, LLC owns 55 stocks with a total value of $52 million. These are the details of the buys and sells.

For the details of Tempus Wealth Planning, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/tempus+wealth+planning%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Tempus Wealth Planning, LLC
  1. SPDR Portfolio Short Term Treasury (SPTS) - 343,357 shares, 20.11% of the total portfolio. Shares added by 29.19%
  2. General Electric Co (GE) - 833,684 shares, 12.62% of the total portfolio. Shares reduced by 0.17%
  3. SPDR Portfolio Aggregate Bond (SPAB) - 193,952 shares, 11.18% of the total portfolio. Shares reduced by 1.09%
  4. SPDR Bloomberg Barclays Emerging Markets Local Bon (EBND) - 151,613 shares, 7.08% of the total portfolio. Shares added by 83.32%
  5. Microsoft Corp (MSFT) - 16,628 shares, 5.00% of the total portfolio. Shares reduced by 1.18%
New Purchase: Direxion Daily S&P 500 Bull 3X Shares (SPXL)

Tempus Wealth Planning, LLC initiated holding in Direxion Daily S&P 500 Bull 3X Shares. The purchase prices were between $17.55 and $75.83, with an estimated average price of $57.57. The stock is now traded at around $32.23. The impact to a portfolio due to this purchase was 1.71%. The holding were 34,500 shares as of .

Added: SPDR Portfolio Short Term Treasury (SPTS)

Tempus Wealth Planning, LLC added to a holding in SPDR Portfolio Short Term Treasury by 29.19%. The purchase prices were between $29.96 and $30.72, with an estimated average price of $30.23. The stock is now traded at around $30.72. The impact to a portfolio due to this purchase was 4.54%. The holding were 343,357 shares as of .

Added: SPDR Bloomberg Barclays Emerging Markets Local Bon (EBND)

Tempus Wealth Planning, LLC added to a holding in SPDR Bloomberg Barclays Emerging Markets Local Bon by 83.32%. The purchase prices were between $23.16 and $27.56, with an estimated average price of $26.51. The stock is now traded at around $25.30. The impact to a portfolio due to this purchase was 3.22%. The holding were 151,613 shares as of .

Added: Citigroup Inc (C)

Tempus Wealth Planning, LLC added to a holding in Citigroup Inc by 149.84%. The purchase prices were between $35.39 and $81.91, with an estimated average price of $67.72. The stock is now traded at around $40.62. The impact to a portfolio due to this purchase was 0.56%. The holding were 11,725 shares as of .

Added: AT&T Inc (T)

Tempus Wealth Planning, LLC added to a holding in AT&T Inc by 22.19%. The purchase prices were between $26.77 and $39.37, with an estimated average price of $36.28. The stock is now traded at around $28.07. The impact to a portfolio due to this purchase was 0.16%. The holding were 15,420 shares as of .

Added: Constellation Brands Inc (STZ)

Tempus Wealth Planning, LLC added to a holding in Constellation Brands Inc by 30.27%. The purchase prices were between $105.64 and $208.34, with an estimated average price of $177.28. The stock is now traded at around $154.31. The impact to a portfolio due to this purchase was 0.14%. The holding were 2,156 shares as of .

Added: Americas Gold And Silver Corp (SZ71)

Tempus Wealth Planning, LLC added to a holding in Americas Gold And Silver Corp by 82.00%. The purchase prices were between $1.23 and $2.97, with an estimated average price of $2.27. The stock is now traded at around $2.07. The impact to a portfolio due to this purchase was 0.12%. The holding were 91,000 shares as of .

Sold Out: SPDR Bloomberg Barclays 1-3 Month T-Bill (BIL)

Tempus Wealth Planning, LLC sold out a holding in SPDR Bloomberg Barclays 1-3 Month T-Bill. The sale prices were between $91.18 and $91.59, with an estimated average price of $91.37.

Sold Out: SPDR Portfolio Long Term Treasury (SPTL)

Tempus Wealth Planning, LLC sold out a holding in SPDR Portfolio Long Term Treasury. The sale prices were between $38.87 and $49.27, with an estimated average price of $42.59.

Sold Out: iShares U.S. Real Estate (IYR)

Tempus Wealth Planning, LLC sold out a holding in iShares U.S. Real Estate. The sale prices were between $57.29 and $99.32, with an estimated average price of $87.71.

Sold Out: SPDR Index Shares Fund Portfolio Emerging Markets (SPEM)

Tempus Wealth Planning, LLC sold out a holding in SPDR Index Shares Fund Portfolio Emerging Markets. The sale prices were between $25.76 and $38.65, with an estimated average price of $34.66.

Sold Out: SPDR DJ Wilshire Intl Real Estate (RWX)

Tempus Wealth Planning, LLC sold out a holding in SPDR DJ Wilshire Intl Real Estate. The sale prices were between $22.39 and $39.54, with an estimated average price of $35.83.

Sold Out: Direxion Daily Gold Miners Index Bull 2XShares (NUGT)

Tempus Wealth Planning, LLC sold out a holding in Direxion Daily Gold Miners Index Bull 2XShares. The sale prices were between $6.19 and $39.92, with an estimated average price of $27.



Here is the complete portfolio of Tempus Wealth Planning, LLC. Also check out:

1. Tempus Wealth Planning, LLC's Undervalued Stocks
2. Tempus Wealth Planning, LLC's Top Growth Companies, and
3. Tempus Wealth Planning, LLC's High Yield stocks
4. Stocks that Tempus Wealth Planning, LLC keeps buying