Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TEMPUS WEALTH PLANNING LLC | 04-19-2024 | 03-31-2024 | 191 | 227,268,213 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DISNEY WALT CO | COM | 51 | $1,474,651 | 12,052 | 0.00 | 0.00 | -124 | -1.02 | 03-31-2024 |
| AMGEN INC | COM | 52 | $1,471,091 | 5,174 | 0.00 | 0.00 | -44 | -0.84 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 53 | $1,467,524 | 41,211 | 0.00 | 0.00 | 5,981 | 16.98 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 54 | $1,447,164 | 21,970 | 0.00 | 0.00 | -1,793 | -7.55 | 03-31-2024 |
