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Tempus Wealth Planning, LLC Buys Apple Inc, iShares Core S&P 500 ETF, ProShares Morningstar Alternatives Solution ETF, Sells General Electric Co, SPDR Bloomberg Barclays High Yield Bond ETF, Vanguard Small Cap ETF

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Aug 16, 2021
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Investment company Tempus Wealth Planning, LLC (Current Portfolio) buys Apple Inc, iShares Core S&P 500 ETF, ProShares Morningstar Alternatives Solution ETF, Microsoft Corp, SPDR Portfolio TIPS ETF, sells General Electric Co, SPDR Bloomberg Barclays High Yield Bond ETF, Vanguard Small Cap ETF, ISHARES TRUST, BTC BlackRock Short Maturity Bond ETF during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Tempus Wealth Planning, LLC. As of 2021Q2, Tempus Wealth Planning, LLC owns 150 stocks with a total value of $141 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 ETF (SPTS) - 274,941 shares, 5.99% of the total portfolio. Shares added by 17.41%
  2. Microsoft Corp (MSFT) - 22,783 shares, 4.39% of the total portfolio. Shares added by 47.58%
  3. Apple Inc (AAPL) - 39,542 shares, 3.85% of the total portfolio. Shares added by 177.23%
  4. SPDR Portfolio TIPS ETF (SPIP) - 162,641 shares, 3.60% of the total portfolio. Shares added by 58.92%
  5. SPDR Portfolio Aggregate Bond ETF (SPAB) - 109,939 shares, 2.35% of the total portfolio. Shares added by 23.83%
New Purchase: iShares Core S&P 500 ETF (IVV)

Tempus Wealth Planning, LLC initiated holding in iShares Core S&P 500 ETF. The purchase prices were between $396.67 and $429.92, with an estimated average price of $417.66. The stock is now traded at around $445.170000. The impact to a portfolio due to this purchase was 2.18%. The holding were 7,133 shares as of 2021-06-30.

New Purchase: ProShares Morningstar Alternatives Solution ETF (ALTS)

Tempus Wealth Planning, LLC initiated holding in ProShares Morningstar Alternatives Solution ETF. The purchase prices were between $38.17 and $39.75, with an estimated average price of $38.98. The stock is now traded at around $39.254800. The impact to a portfolio due to this purchase was 1.44%. The holding were 51,593 shares as of 2021-06-30.

New Purchase: The Walt Disney Co (DIS)

Tempus Wealth Planning, LLC initiated holding in The Walt Disney Co. The purchase prices were between $169.27 and $189.73, with an estimated average price of $180.04. The stock is now traded at around $176.990000. The impact to a portfolio due to this purchase was 1.25%. The holding were 10,036 shares as of 2021-06-30.

New Purchase: iShares U.S. Technology ETF (IYW)

Tempus Wealth Planning, LLC initiated holding in iShares U.S. Technology ETF. The purchase prices were between $86.6 and $99.76, with an estimated average price of $93.12. The stock is now traded at around $103.390000. The impact to a portfolio due to this purchase was 1.2%. The holding were 17,023 shares as of 2021-06-30.

New Purchase: Invesco S&P 500 Low Volatility ETF (SPLV)

Tempus Wealth Planning, LLC initiated holding in Invesco S&P 500 Low Volatility ETF. The purchase prices were between $57.84 and $61.7, with an estimated average price of $60.36. The stock is now traded at around $64.370000. The impact to a portfolio due to this purchase was 1.07%. The holding were 24,738 shares as of 2021-06-30.

New Purchase: NVIDIA Corp (NVDA)

Tempus Wealth Planning, LLC initiated holding in NVIDIA Corp. The purchase prices were between $133.48 and $200.27, with an estimated average price of $159.58. The stock is now traded at around $195.607300. The impact to a portfolio due to this purchase was 0.89%. The holding were 6,232 shares as of 2021-06-30.

Added: Apple Inc (AAPL)

Tempus Wealth Planning, LLC added to a holding in Apple Inc by 177.23%. The purchase prices were between $122.15 and $136.96, with an estimated average price of $129.28. The stock is now traded at around $147.160000. The impact to a portfolio due to this purchase was 2.46%. The holding were 39,542 shares as of 2021-06-30.

Added: Microsoft Corp (MSFT)

Tempus Wealth Planning, LLC added to a holding in Microsoft Corp by 47.58%. The purchase prices were between $235.77 and $271.4, with an estimated average price of $253.66. The stock is now traded at around $290.980000. The impact to a portfolio due to this purchase was 1.42%. The holding were 22,783 shares as of 2021-06-30.

Added: SPDR Portfolio TIPS ETF (SPIP)

Tempus Wealth Planning, LLC added to a holding in SPDR Portfolio TIPS ETF by 58.92%. The purchase prices were between $29.75 and $30.75, with an estimated average price of $30.34. The stock is now traded at around $31.530000. The impact to a portfolio due to this purchase was 1.33%. The holding were 162,641 shares as of 2021-06-30.

Added: Amazon.com Inc (AMZN)

Tempus Wealth Planning, LLC added to a holding in Amazon.com Inc by 296.85%. The purchase prices were between $3094.08 and $3505.44, with an estimated average price of $3316.5. The stock is now traded at around $3227.480000. The impact to a portfolio due to this purchase was 0.92%. The holding were 504 shares as of 2021-06-30.

Added: PowerShares QQQ Trust Ser 1 (QQQ)

Tempus Wealth Planning, LLC added to a holding in PowerShares QQQ Trust Ser 1 by 68.94%. The purchase prices were between $316.52 and $354.99, with an estimated average price of $335.64. The stock is now traded at around $364.560000. The impact to a portfolio due to this purchase was 0.81%. The holding were 7,849 shares as of 2021-06-30.

Added: PepsiCo Inc (PEP)

Tempus Wealth Planning, LLC added to a holding in PepsiCo Inc by 132.28%. The purchase prices were between $141.28 and $148.58, with an estimated average price of $145.6. The stock is now traded at around $157.600000. The impact to a portfolio due to this purchase was 0.6%. The holding were 9,967 shares as of 2021-06-30.

Sold Out: General Electric Co (GE)

Tempus Wealth Planning, LLC sold out a holding in General Electric Co. The sale prices were between $102.24 and $114.8, with an estimated average price of $107.13.

Sold Out: ISHARES TRUST (SHV)

Tempus Wealth Planning, LLC sold out a holding in ISHARES TRUST. The sale prices were between $110.48 and $110.53, with an estimated average price of $110.51.

Sold Out: BTC BlackRock Short Maturity Bond ETF (NEAR)

Tempus Wealth Planning, LLC sold out a holding in BTC BlackRock Short Maturity Bond ETF. The sale prices were between $50.02 and $50.12, with an estimated average price of $50.08.

Sold Out: Avino Silver & Gold Mines Ltd (ASM)

Tempus Wealth Planning, LLC sold out a holding in Avino Silver & Gold Mines Ltd. The sale prices were between $1.12 and $1.41, with an estimated average price of $1.27.



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

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