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 |
|---|---|---|---|---|---|---|---|---|---|
| KINDER MORGAN INC DEL | COM | 251 | $240,348 | 12,096 | 0.00 | 0.00 | -88,000 | -87.92 | 06-30-2024 |
| ISHARES TR | 1 3 YR TREAS BD | 252 | $239,235 | 2,930 | 0.00 | 0.00 | -33 | -1.11 | 06-30-2024 |
| ISHARES TR | ISHARES SEMICDTR | 253 | $237,505 | 963 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SELECT SECTOR SPDR TR | ENERGY | 254 | $235,933 | 2,588 | 0.00 | 2,588 | +Inf | 06-30-2024 |
