Tempus Wealth Planning, LLC
- SEC CIK
- 0001806428
- Latest filing
- Jul 22, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 29, 2021. Long positions only.
- Positions
- 97
- No 13F data for Q4 2020
- Portfolio value
- $94.5M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GEGeneral Electric Co | COM | 751,587 | $9.87M | 10.4% | – | – | History |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 234,180 | $7.18M | 7.6% | – | – | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 37,284 | $4.06M | 4.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 15,438 | $3.64M | 3.9% | – | – | History |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 102,340 | $3.13M | 3.3% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 26,436 | $2.67M | 2.8% | – | – | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 88,785 | $2.63M | 2.8% | – | – | – |
| SPDR Series Trust78464A151 | SST SPDR BLOOMBE | 69,589 | $2.49M | 2.6% | – | – | – |
| JNJJohnson & Johnson | Stock | 12,834 | $2.11M | 2.2% | – | – | History |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 30,217 | $1.98M | 2.1% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 14,477 | $1.95M | 2.1% | – | – | – |
| LMTLockheed Martin Corp | Stock | 5,101 | $1.89M | 2.0% | – | – | History |
| ProShares Tr74347B813 | MORNINGSTAR ALTR | 45,933 | $1.78M | 1.9% | – | – | – |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 68,240 | $1.78M | 1.9% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 26,891 | $1.75M | 1.9% | – | – | – |
| AAPLApple Inc. | Stock | 14,263 | $1.74M | 1.8% | – | – | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 7,107 | $1.52M | 1.6% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,646 | $1.48M | 1.6% | – | – | – |
| PFEPfizer Inc | Stock | 37,471 | $1.36M | 1.4% | – | – | History |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 17,311 | $1.36M | 1.4% | – | – | – |
| CATCaterpillar Inc | Stock | 5,300 | $1.23M | 1.3% | – | – | History |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 14,605 | $1.21M | 1.3% | – | – | – |
| TAT&T Inc. | Stock | 39,186 | $1.19M | 1.3% | – | – | History |
| TGTTarget Corp | Stock | 5,165 | $1.02M | 1.1% | – | – | History |
| BACBank of America Corp | Stock | 26,057 | $1.01M | 1.1% | – | – | History |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 19,332 | $972.0K | 1.0% | – | – | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 13,795 | $961.0K | 1.0% | – | – | – |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 11,386 | $959.0K | 1.0% | – | – | – |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 57,561 | $956.0K | 1.0% | – | – | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 12,469 | $952.0K | 1.0% | – | – | – |
| VZVerizon Communications Inc | Stock | 16,348 | $951.0K | 1.0% | – | – | History |
| WMWaste Management Inc | Stock | 6,135 | $792.0K | 0.8% | – | – | History |
| CCitigroup Inc | Stock | 10,339 | $752.0K | 0.8% | – | – | History |
| iShares Tr464289867 | CORE 60 BALA ETF | 13,632 | $730.0K | 0.8% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 9,336 | $720.0K | 0.8% | – | – | History |
| USASAmericas Gold & Silver Corp | COM | 308,983 | $695.0K | 0.7% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 4,435 | $675.0K | 0.7% | – | – | History |
| INTCIntel Corp | Stock | 10,260 | $657.0K | 0.7% | – | – | History |
| PEPPepsiCo Inc | Stock | 4,291 | $607.0K | 0.6% | – | – | History |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 13,753 | $602.0K | 0.6% | – | – | – |
| CVSCVS Health Corp | Stock | 7,170 | $539.0K | 0.6% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 6,000 | $532.0K | 0.6% | – | – | History |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 15,238 | $529.0K | 0.6% | – | – | – |
| AMGNAmgen Inc | Stock | 2,068 | $515.0K | 0.5% | – | – | History |
| VTRSViatris Inc | Stock | 36,762 | $514.0K | 0.5% | – | – | History |
| Pacer Trendpilot 100 ETF69374H303 | ETF | 9,811 | $514.0K | 0.5% | – | – | – |
| VMCVulcan Materials CO | COM | 3,000 | $506.0K | 0.5% | – | – | History |
| RTXRTX Corp | Stock | 6,319 | $488.0K | 0.5% | – | – | History |
| Global X FDS37954Y707 | RENEWABLE ENERGY | 30,729 | $488.0K | 0.5% | – | – | – |
| BABoeing Co | Stock | 1,912 | $487.0K | 0.5% | – | – | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,877 | $476.0K | 0.5% | – | – | – |
| STZConstellation Brands, Inc. | Stock | 2,077 | $474.0K | 0.5% | – | – | History |
| MDLZMondelez International, Inc. | Stock | 8,076 | $473.0K | 0.5% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,730 | $442.0K | 0.5% | – | – | History |
| iShares Tr464289859 | CORE 80 20 ETF | 6,602 | $442.0K | 0.5% | – | – | – |
| FFord Motor Co | Stock | 34,493 | $423.0K | 0.4% | – | – | History |
| HDHome Depot, Inc. | Stock | 1,355 | $414.0K | 0.4% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 6,517 | $411.0K | 0.4% | – | – | History |
| ABBVAbbVie Inc. | Stock | 3,776 | $409.0K | 0.4% | – | – | History |
| AMATApplied Materials Inc | Stock | 3,000 | $401.0K | 0.4% | – | – | History |
| AMZNAmazon Com Inc | Stock | 127 | $393.0K | 0.4% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 1,326 | $391.0K | 0.4% | – | – | History |
| LLYEli Lilly & Co | Stock | 2,080 | $389.0K | 0.4% | – | – | History |
| iShares Select Dividend ETF464287168 | ETF | 3,401 | $388.0K | 0.4% | – | – | – |
| VVisa Inc. | Stock | 1,825 | $386.0K | 0.4% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 1,640 | $372.0K | 0.4% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 1,508 | $366.0K | 0.4% | – | – | History |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,647 | $359.0K | 0.4% | – | – | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 3,717 | $356.0K | 0.4% | – | – | – |
| PGProcter & Gamble Co | Stock | 2,619 | $355.0K | 0.4% | – | – | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 4,121 | $355.0K | 0.4% | – | – | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 2,754 | $354.0K | 0.4% | – | – | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 7,063 | $347.0K | 0.4% | – | – | – |
| CVXChevron Corp | Stock | 3,299 | $346.0K | 0.4% | – | – | History |
| ETF Managers Tr26924G508 | ETFMG ALTR HRVST | 14,702 | $337.0K | 0.4% | – | – | – |
| iShares Tr464287515 | EXPANDED TECH | 972 | $332.0K | 0.4% | – | – | – |
| MOAltria Group, Inc. | Stock | 6,395 | $327.0K | 0.3% | – | – | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,441 | $324.0K | 0.3% | – | – | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 7,659 | $320.0K | 0.3% | – | – | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 2,313 | $314.0K | 0.3% | – | – | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,021 | $307.0K | 0.3% | – | – | – |
| TSLATesla, Inc. | Stock | 407 | $272.0K | 0.3% | – | – | History |
| WFCWells Fargo & Company | Stock | 6,523 | $255.0K | 0.3% | – | – | History |
| BAXBaxter International Inc | Stock | 3,000 | $253.0K | 0.3% | – | – | History |
| HRLHormel Foods Corp | COM | 5,289 | $253.0K | 0.3% | – | – | History |
| GSKGSK plc | SPONSORED ADR | 6,957 | $248.0K | 0.3% | – | – | History |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 2,070 | $229.0K | 0.2% | – | – | – |
| COPConocoPhillips | Stock | 4,250 | $225.0K | 0.2% | – | – | History |
| EAElectronic Arts Inc. | COM | 1,659 | $225.0K | 0.2% | – | – | History |
| ATVIActivision Blizzard, Inc. | COM | 2,421 | $225.0K | 0.2% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 1,684 | $224.0K | 0.2% | – | – | History |
| ITWIllinois Tool Works Inc | Stock | 1,007 | $223.0K | 0.2% | – | – | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,503 | $221.0K | 0.2% | – | – | – |
| iShares Tr464289883 | CORE 30 70 ETF | 5,427 | $210.0K | 0.2% | – | – | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 2,415 | $208.0K | 0.2% | – | – | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 3,986 | $200.0K | 0.2% | – | – | – |
| ASMAvino Silver & Gold Mines Ltd | COM | 73,700 | $91.0K | 0.1% | – | – | History |
Options (3)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.