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