Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TEMPUS WEALTH PLANNING LLC | 07-25-2024 | 06-30-2024 | 206 | 239,382,141 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NANO X IMAGING LTD | ORD SHS | 101 | $858,097 | 116,907 | 0.00 | 0.00 | 11,692 | 11.11 | 06-30-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 102 | $857,128 | 2,107 | 0.00 | 0.00 | 88 | 4.36 | 06-30-2024 |
| ISHARES TR | MSCI USA QLT FCT | 103 | $845,977 | 4,954 | 0.00 | 0.00 | 1,530 | 44.68 | 06-30-2024 |
| ISHARES TR | CORE DIVID ETF | 104 | $844,310 | 19,085 | 0.00 | 0.00 | -1,426 | -6.95 | 06-30-2024 |
