0001085146-20-000990.txt : 20200316
0001085146-20-000990.hdr.sgml : 20200316
20200316162820
ACCESSION NUMBER: 0001085146-20-000990
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200316
DATE AS OF CHANGE: 20200316
EFFECTIVENESS DATE: 20200316
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Tempus Wealth Planning, LLC
CENTRAL INDEX KEY: 0001806428
IRS NUMBER: 813948762
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20202
FILM NUMBER: 20717538
BUSINESS ADDRESS:
STREET 1: 100 SPECTRUM CENTER DRIVE
STREET 2: SUITE 460
CITY: IRVINE
STATE: CA
ZIP: 92618
BUSINESS PHONE: 949-393-2525
MAIL ADDRESS:
STREET 1: 100 SPECTRUM CENTER DRIVE
STREET 2: SUITE 460
CITY: IRVINE
STATE: CA
ZIP: 92618
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001806428
XXXXXXXX
12-31-2019
12-31-2019
false
Tempus Wealth Planning, LLC
100 SPECTRUM CENTER DRIVE
SUITE 460
IRVINE
CA
92618
13F HOLDINGS REPORT
028-20202
N
Ashley Smith-Roos
Regulatory Consultant
310-275-7300
/s/ Ashley Smith-Roos
Beverly Hills
CA
03-16-2020
0
78
113385
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
ABBVIE INC
COM
00287Y109
335
3788
SH
SOLE
0
0
3788
ALTRIA GROUP INC
COM
02209S103
319
6395
SH
SOLE
0
0
6395
AMERICAS GOLD AND SILVER COR
COM
03062D100
159
50000
SH
SOLE
0
0
50000
AMGEN INC
COM
031162100
388
1611
SH
SOLE
0
0
1611
APPLE INC
COM
037833100
1052
3584
SH
SOLE
0
0
3584
AT&T INC
COM
00206R102
493
12620
SH
SOLE
0
0
12620
AVINO SILVER & GOLD MINES LT
COM
053906103
58
100000
SH
SOLE
0
0
100000
BANK AMER CORP
COM
060505104
1087
30860
SH
SOLE
0
0
30860
BAXTER INTL INC
COM
071813109
251
3000
SH
SOLE
0
0
3000
BCE INC
COM NEW
05534B760
344
7429
SH
SOLE
0
0
7429
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
392
1730
SH
SOLE
0
0
1730
BOEING CO
COM
097023105
855
2624
SH
SOLE
0
0
2624
BRISTOL MYERS SQUIBB CO
COM
110122108
361
5627
SH
SOLE
0
0
5627
CATERPILLAR INC DEL
COM
149123101
709
4800
SH
SOLE
0
0
4800
CHEVRON CORP NEW
COM
166764100
410
3404
SH
SOLE
0
0
3404
CITIGROUP INC
COM NEW
172967424
375
4693
SH
SOLE
0
0
4693
COMSTOCK MNG INC
COM NEW
205750300
9
20650
SH
SOLE
0
0
20650
CONOCOPHILLIPS
COM
20825C104
354
5450
SH
SOLE
0
0
5450
CONSTELLATION BRANDS INC
CL A
21036P108
314
1655
SH
SOLE
0
0
1655
CVS HEALTH CORP
COM
126650100
339
4564
SH
SOLE
0
0
4564
CVS HEALTH CORP
COM
126650100
4
200
SH
Call
SOLE
0
0
200
DIREXION SHS ETF TR
DLY GOLD INDX 3X
25460E844
2015
57830
SH
SOLE
0
0
57830
FORD MTR CO DEL
COM
345370860
306
32893
SH
SOLE
0
0
32893
GENERAL ELECTRIC CO
COM
369604103
9320
835084
SH
SOLE
0
0
835084
GENERAL ELECTRIC CO
COM
369604103
6
1500
SH
Call
SOLE
0
0
1500
GLAXOSMITHKLINE PLC
SPONSORED ADR
37733W105
464
9882
SH
SOLE
0
0
9882
HOME DEPOT INC
COM
437076102
308
1408
SH
SOLE
0
0
1408
HORMEL FOODS CORP
COM
440452100
233
5175
SH
SOLE
0
0
5175
INTEL CORP
COM
458140100
694
11601
SH
SOLE
0
0
11601
INTERNATIONAL BUSINESS MACHS
COM
459200101
220
1644
SH
SOLE
0
0
1644
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
46137V308
1048
15186
SH
SOLE
0
0
15186
INVESCO QQQ TR
UNIT SER 1
46090E103
797
3750
SH
SOLE
0
0
3750
ISHARES TR
1 3 YR TREAS BD
464287457
350
4133
SH
SOLE
0
0
4133
ISHARES TR
AGGRES ALLOC ETF
464289859
336
5793
SH
SOLE
0
0
5793
ISHARES TR
CONSER ALLOC ETF
464289883
466
12867
SH
SOLE
0
0
12867
ISHARES TR
EXPANDED TECH
464287515
584
2506
SH
SOLE
0
0
2506
ISHARES TR
GRWT ALLOCAT ETF
464289867
633
13238
SH
SOLE
0
0
13238
ISHARES TR
MSCI KLD400 SOC
464288570
648
5395
SH
SOLE
0
0
5395
ISHARES TR
SHORT TREAS BD
464288679
266
2408
SH
SOLE
0
0
2408
ISHARES TR
U.S. REAL ES ETF
464287739
4053
43542
SH
SOLE
0
0
43542
JOHNSON & JOHNSON
COM
478160104
1809
12402
SH
SOLE
0
0
12402
JPMORGAN CHASE & CO
COM
46625H100
629
4510
SH
SOLE
0
0
4510
KRAFT HEINZ CO
COM
500754106
544
16929
SH
SOLE
0
0
16929
LILLY ELI & CO
COM
532457108
277
2110
SH
SOLE
0
0
2110
LOCKHEED MARTIN CORP
COM
539830109
1986
5101
SH
SOLE
0
0
5101
MAXIM INTEGRATED PRODS INC
COM
57772K101
375
6097
SH
SOLE
0
0
6097
MERCK & CO INC
COM
58933Y105
686
7542
SH
SOLE
0
0
7542
MICROSOFT CORP
COM
594918104
2654
16826
SH
SOLE
0
0
16826
MONDELEZ INTL INC
CL A
609207105
445
8076
SH
SOLE
0
0
8076
PACER FDS TR
TRENDP 100 ETF
69374H303
325
8064
SH
SOLE
0
0
8064
PACER FDS TR
TRENDP US LAR CP
69374H105
356
10653
SH
SOLE
0
0
10653
PAYPAL HLDGS INC
COM
70450Y103
397
3670
SH
SOLE
0
0
3670
PEPSICO INC
COM
713448108
351
2571
SH
SOLE
0
0
2571
PFIZER INC
COM
717081103
857
21861
SH
SOLE
0
0
21861
PHILIP MORRIS INTL INC
COM
718172109
511
6000
SH
SOLE
0
0
6000
PROCTER & GAMBLE CO
COM
742718109
342
2738
SH
SOLE
0
0
2738
PROSHARES TR
S&P MDCP 400 DIV
74347B680
663
11010
SH
SOLE
0
0
11010
ROYAL DUTCH SHELL PLC
SPONS ADR A
780259206
265
4500
SH
SOLE
0
0
4500
SPDR INDEX SHS FDS
DJ INTL RL ETF
78463X863
3531
91036
SH
SOLE
0
0
91036
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
3654
97209
SH
SOLE
0
0
97209
SPDR SERIES TRUST
BLOMBRG BRC EMRG
78464A391
2308
82702
SH
SOLE
0
0
82702
SPDR SERIES TRUST
BLOMBRG BRC INTL
78464A151
4185
122519
SH
SOLE
0
0
122519
SPDR SERIES TRUST
PORTFLI TIPS ETF
78464A656
2226
77956
SH
SOLE
0
0
77956
SPDR SERIES TRUST
PORTFOLIO AGRGTE
78464A649
5761
196097
SH
SOLE
0
0
196097
SPDR SERIES TRUST
PORTFOLIO LN TSR
78464A664
5401
138961
SH
SOLE
0
0
138961
SPDR SERIES TRUST
PORTFOLIO SH TSR
78468R101
7963
265780
SH
SOLE
0
0
265780
SPDR SERIES TRUST
PORTFOLIO TL STK
78464A805
422
10584
SH
SOLE
0
0
10584
SPDR SERIES TRUST
SPDR BLOOMBERG
78468R663
28741
314345
SH
SOLE
0
0
314345
TARGET CORP
COM
87612E106
715
5579
SH
SOLE
0
0
5579
VANGUARD GROUP
DIV APP ETF
921908844
233
1871
SH
SOLE
0
0
1871
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
220
1344
SH
SOLE
0
0
1344
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
228
2812
SH
SOLE
0
0
2812
VERIZON COMMUNICATIONS INC
COM
92343V104
953
15529
SH
SOLE
0
0
15529
VISA INC
COM CL A
92826C839
338
1800
SH
SOLE
0
0
1800
VULCAN MATLS CO
COM
929160109
432
3000
SH
SOLE
0
0
3000
WABTEC CORP
COM
929740108
333
4275
SH
SOLE
0
0
4275
WASTE MGMT INC DEL
COM
94106L109
599
5260
SH
SOLE
0
0
5260
WELLS FARGO CO NEW
COM
949746101
315
5860
SH
SOLE
0
0
5860