- New Purchases: DIA, AOK, AMAT, SPTM, WMT, BABA, IBM, GILD,
- Added Positions: SPTS, SPIP, SPAB, CVS, EBND, QQQ, JNJ, USAS, PFE, T, AOA,
- Reduced Positions: MSFT, NPTN, AAPL, BAC, AMZN, C, AMGN, BRK.B, PKW, AOR, DSI, PYPL, INTC, REGL, ASM, TGT, CVX, RTX, PEP, MXIM, GSK, STZ, BMY, BA,
- Sold Out: COP, WAB, TGB,
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- SPDR SERIES TRUST (SPTS) - 353,027 shares, 15.68% of the total portfolio. Shares added by 1.27%
- SPDR SERIES TRUST (SPAB) - 196,970 shares, 8.78% of the total portfolio. Shares added by 1.03%
- SPDR SERIES TRUST (IBND) - 170,165 shares, 8.76% of the total portfolio. Shares added by 0.63%
- General Electric Co (GE) - 833,586 shares, 7.51% of the total portfolio. Shares reduced by 0.01%
- SPDR SERIES TRUST (EBND) - 157,713 shares, 6.00% of the total portfolio. Shares added by 1.30%
Tempus Wealth Planning, LLC initiated holding in SPDR DOW JONES IND. The purchase prices were between $255.76 and $290.4, with an estimated average price of $272.14. The stock is now traded at around $295.15. The impact to a portfolio due to this purchase was 0.57%. The holding were 1,412 shares as of .
New Purchase: ISHARES TRUST (AOK)Tempus Wealth Planning, LLC initiated holding in ISHARES TRUST. The purchase prices were between $36.12 and $37.87, with an estimated average price of $37.05. The stock is now traded at around $37.95. The impact to a portfolio due to this purchase was 0.37%. The holding were 6,850 shares as of .
New Purchase: Applied Materials Inc (AMAT)Tempus Wealth Planning, LLC initiated holding in Applied Materials Inc. The purchase prices were between $55 and $67.62, with an estimated average price of $61.75. The stock is now traded at around $72.81. The impact to a portfolio due to this purchase was 0.36%. The holding were 4,132 shares as of .
New Purchase: SPDR SERIES TRUST (SPTM)Tempus Wealth Planning, LLC initiated holding in SPDR SERIES TRUST. The purchase prices were between $37.97 and $43.65, with an estimated average price of $40.48. The stock is now traded at around $43.96. The impact to a portfolio due to this purchase was 0.33%. The holding were 5,642 shares as of .
New Purchase: Walmart Inc (WMT)Tempus Wealth Planning, LLC initiated holding in Walmart Inc. The purchase prices were between $118.89 and $147.68, with an estimated average price of $133.31. The stock is now traded at around $150.54. The impact to a portfolio due to this purchase was 0.31%. The holding were 1,548 shares as of .
New Purchase: Alibaba Group Holding Ltd (BABA)Tempus Wealth Planning, LLC initiated holding in Alibaba Group Holding Ltd. The purchase prices were between $215.95 and $298, with an estimated average price of $263.14. The stock is now traded at around $260.84. The impact to a portfolio due to this purchase was 0.3%. The holding were 715 shares as of .
Sold Out: ConocoPhillips (COP)Tempus Wealth Planning, LLC sold out a holding in ConocoPhillips. The sale prices were between $32.46 and $41.78, with an estimated average price of $37.92.
Sold Out: Westinghouse Air Brake Technologies Corp (WAB)Tempus Wealth Planning, LLC sold out a holding in Westinghouse Air Brake Technologies Corp. The sale prices were between $56.6 and $70.58, with an estimated average price of $64.15.
Sold Out: Taseko Mines Ltd (TGB)Tempus Wealth Planning, LLC sold out a holding in Taseko Mines Ltd. The sale prices were between $0.49 and $1.33, with an estimated average price of $0.82.
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