Occidental Asset Management
Latest statistics and disclosures from Occidental Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, SPIB, SPSB, MSFT, IWF, and represent 19.21% of Occidental Asset Management's stock portfolio.
- Added to shares of these 10 stocks: XLY (+$7.7M), GOOG, CRM, FLOT, MSFT, SPIB, IJR, SPSB, BKR, EMB.
- Started 11 new stock positions in RMD, MMU, XEL, Arista Networks, MINT, ABNB, LULU, ISRG, APP, VLO. SFLR.
- Reduced shares in these 10 stocks: BIL, , COM, XLU, EBAY, , IEFA, SPYG, IWF, AMTM.
- Sold out of its positions in ABT, AMTM, AMT, BlackRock, COM, EBAY, IEMG, JPC, SYY, TFC. BND, BNDX, VRTX.
- Occidental Asset Management was a net buyer of stock by $19M.
- Occidental Asset Management has $602M in assets under management (AUM), dropping by -2.74%.
- Central Index Key (CIK): 0001770994
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Portfolio Holdings for Occidental Asset Management
Occidental Asset Management holds 214 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Apple (AAPL) | 6.2 | $37M | 148k | 250.42 |
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Spdr Ser Tr Portfolio Intrmd (SPIB) | 3.8 | $23M | +5% | 705k | 32.76 |
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Spdr Ser Tr Portfolio Short (SPSB) | 3.2 | $19M | +5% | 649k | 29.86 |
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Microsoft Corporation (MSFT) | 3.1 | $19M | +9% | 45k | 421.50 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 2.9 | $17M | -4% | 43k | 401.58 |
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Ishares Tr Iboxx Hi Yd Etf (HYG) | 2.7 | $17M | +4% | 210k | 78.65 |
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Flexshares Tr Cre Slct Bd Fd (BNDC) | 2.7 | $17M | +4% | 759k | 21.73 |
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 2.7 | $16M | +3% | 358k | 44.87 |
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Ishares Tr Fltg Rate Nt Etf (FLOT) | 2.4 | $15M | +12% | 286k | 50.88 |
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Meta Platforms Cl A (META) | 2.3 | $14M | 24k | 585.51 |
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Ishares Tr Us Treas Bd Etf (GOVT) | 2.2 | $13M | +3% | 582k | 22.98 |
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Ishares Tr S&p 500 Val Etf (IVE) | 2.1 | $13M | 67k | 190.88 |
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Ishares Tr Rus Mdcp Val Etf (IWS) | 2.0 | $12M | +4% | 92k | 129.34 |
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Ishares Tr Rus Md Cp Gr Etf (IWP) | 1.9 | $12M | 92k | 126.75 |
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Ishares Tr Core Intl Aggr (IAGG) | 1.6 | $9.6M | +3% | 193k | 49.92 |
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Ishares Tr Jpmorgan Usd Emg (EMB) | 1.5 | $9.1M | +10% | 102k | 89.04 |
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 1.4 | $8.2M | -28% | 90k | 91.43 |
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Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.4 | $8.2M | +1331% | 37k | 224.35 |
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Vaneck Etf Trust Fallen Angel Hg (ANGL) | 1.3 | $8.0M | +4% | 278k | 28.67 |
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Select Sector Spdr Tr Financial (XLF) | 1.3 | $7.9M | 164k | 48.33 |
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Alphabet Cap Stk Cl C (GOOG) | 1.2 | $7.0M | +89% | 37k | 190.44 |
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 1.1 | $6.8M | -12% | 77k | 87.90 |
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Amazon (AMZN) | 1.1 | $6.4M | +7% | 29k | 219.39 |
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Wal-Mart Stores (WMT) | 1.1 | $6.3M | 70k | 90.35 |
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Home Depot (HD) | 1.0 | $5.9M | +4% | 15k | 389.00 |
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Ishares Tr Rus 2000 Grw Etf (IWO) | 1.0 | $5.8M | -2% | 20k | 287.82 |
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JPMorgan Chase & Co. (JPM) | 1.0 | $5.7M | +3% | 24k | 239.71 |
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Ishares Tr Sp Smcp600vl Etf (IJS) | 1.0 | $5.7M | 53k | 108.61 |
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Visa Com Cl A (V) | 0.9 | $5.2M | +5% | 17k | 316.04 |
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.9 | $5.2M | -9% | 102k | 51.14 |
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Morgan Stanley Com New (MS) | 0.8 | $5.1M | +3% | 41k | 125.72 |
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Williams Companies (WMB) | 0.8 | $5.0M | +4% | 92k | 54.12 |
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Cummins (CMI) | 0.8 | $4.8M | +4% | 14k | 348.60 |
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Hubbell (HUBB) | 0.8 | $4.7M | 11k | 418.89 |
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NetApp (NTAP) | 0.8 | $4.7M | +5% | 41k | 116.08 |
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Reliance Steel & Aluminum (RS) | 0.7 | $4.4M | +5% | 17k | 269.26 |
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Emerson Electric (EMR) | 0.7 | $4.4M | +6% | 36k | 123.93 |
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Broadridge Financial Solutions (BR) | 0.7 | $4.4M | +6% | 19k | 226.09 |
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Qualcomm (QCOM) | 0.7 | $4.4M | +8% | 28k | 153.62 |
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Caterpillar (CAT) | 0.7 | $4.2M | +5% | 12k | 362.77 |
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Marsh & McLennan Companies (MMC) | 0.7 | $4.1M | +8% | 19k | 212.41 |
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Cardinal Health (CAH) | 0.7 | $4.0M | +10% | 34k | 118.27 |
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Duke Energy Corp Com New (DUK) | 0.7 | $4.0M | +7% | 37k | 107.74 |
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Dominion Resources (D) | 0.7 | $4.0M | +5% | 74k | 53.86 |
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AmerisourceBergen (COR) | 0.7 | $3.9M | +7% | 18k | 224.68 |
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UnitedHealth (UNH) | 0.6 | $3.8M | +8% | 7.6k | 505.86 |
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salesforce (CRM) | 0.6 | $3.7M | +146% | 11k | 334.33 |
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Quest Diagnostics Incorporated (DGX) | 0.6 | $3.7M | +7% | 24k | 150.86 |
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Pepsi (PEP) | 0.6 | $3.7M | +9% | 24k | 152.06 |
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Southern Copper Corporation (SCCO) | 0.6 | $3.6M | +7% | 40k | 91.13 |
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Applied Materials (AMAT) | 0.6 | $3.6M | +5% | 22k | 162.63 |
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Gilead Sciences (GILD) | 0.6 | $3.6M | +11% | 39k | 92.37 |
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Illinois Tool Works (ITW) | 0.6 | $3.6M | +9% | 14k | 253.56 |
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At&t (T) | 0.6 | $3.5M | +11% | 154k | 22.77 |
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Baker Hughes Company Cl A (BKR) | 0.6 | $3.5M | +32% | 84k | 41.02 |
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Dell Technologies CL C (DELL) | 0.6 | $3.4M | +10% | 30k | 115.24 |
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Chubb (CB) | 0.6 | $3.4M | +8% | 12k | 276.30 |
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Amgen (AMGN) | 0.6 | $3.4M | +9% | 13k | 260.64 |
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Jacobs Engineering Group (J) | 0.6 | $3.3M | +11% | 25k | 133.62 |
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.6 | $3.3M | -3% | 98k | 34.13 |
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Agilent Technologies Inc C ommon (A) | 0.5 | $3.1M | +7% | 23k | 134.34 |
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Constellation Brands Cl A (STZ) | 0.5 | $3.0M | +10% | 13k | 221.00 |
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Tesla Motors (TSLA) | 0.5 | $2.8M | -2% | 6.9k | 403.84 |
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Target Corporation (TGT) | 0.5 | $2.8M | +10% | 20k | 135.18 |
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Wisdomtree Tr Currncy Int Eq (DDWM) | 0.5 | $2.7M | +6% | 80k | 34.38 |
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Wisdomtree Tr Intl Qulty Div (IQDG) | 0.5 | $2.7M | +16% | 80k | 34.21 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $2.7M | +34% | 5.0k | 538.77 |
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Schwab Strategic Tr Fundamental Intl (FNDF) | 0.4 | $2.7M | +10% | 80k | 33.21 |
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Ishares Tr Msci Intl Moment (IMTM) | 0.4 | $2.6M | +2% | 71k | 37.40 |
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Okta Cl A (OKTA) | 0.4 | $2.6M | 34k | 78.80 |
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Omni (OMC) | 0.4 | $2.6M | +8% | 30k | 86.04 |
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Comcast Corp Cl A (CMCSA) | 0.4 | $2.5M | +7% | 68k | 37.53 |
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Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.4 | $2.5M | +20% | 31k | 80.20 |
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Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.4 | $2.5M | +24% | 28k | 86.89 |
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Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $2.4M | +4% | 25k | 96.90 |
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NVIDIA Corporation Put Option (NVDA) | 0.4 | $2.3M | 299k | 7.54 |
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Vanguard Index Fds Growth Etf (VUG) | 0.4 | $2.2M | +30% | 5.4k | 410.44 |
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Walt Disney Company (DIS) | 0.4 | $2.2M | +8% | 20k | 111.35 |
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Spdr Ser Tr S&p Divid Etf (SDY) | 0.4 | $2.1M | 16k | 132.10 |
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Digital Realty Trust (DLR) | 0.4 | $2.1M | +6% | 12k | 177.33 |
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Meritage Homes Corporation (MTH) | 0.3 | $2.0M | +9% | 13k | 153.82 |
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.3 | $1.8M | 46k | 38.37 |
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Nxp Semiconductors N V (NXPI) | 0.3 | $1.7M | +10% | 8.2k | 207.85 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.6M | -3% | 3.5k | 453.28 |
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General Motors Company (GM) | 0.3 | $1.6M | +7% | 30k | 53.27 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $1.5M | +202% | 13k | 115.22 |
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Select Sector Spdr Tr Technology (XLK) | 0.2 | $1.5M | -14% | 6.4k | 232.50 |
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Schwab Strategic Tr Fundamental Emer (FNDE) | 0.2 | $1.4M | 50k | 29.05 |
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Wisdomtree Tr Em Mkts Qtly Div (DGRE) | 0.2 | $1.4M | +6% | 57k | 25.02 |
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Merck & Co (MRK) | 0.2 | $1.4M | +9% | 14k | 99.48 |
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Reinsurance Grp Of America I Com New (RGA) | 0.2 | $1.4M | +9% | 6.5k | 213.63 |
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Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.2 | $1.4M | +12% | 28k | 48.92 |
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J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) | 0.2 | $1.4M | +12% | 26k | 51.88 |
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Verizon Communications (VZ) | 0.2 | $1.3M | 33k | 39.99 |
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Abbvie (ABBV) | 0.2 | $1.3M | -8% | 7.3k | 177.70 |
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.2 | $1.3M | +42% | 15k | 87.25 |
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Ishares Tr Core Div Grwth (DGRO) | 0.2 | $1.3M | 21k | 61.34 |
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.2 | $1.3M | +44% | 14k | 90.35 |
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Ishares Tr Select Divid Etf (DVY) | 0.2 | $1.2M | 9.5k | 131.29 |
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Exxon Mobil Corporation (XOM) | 0.2 | $1.2M | 12k | 107.57 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.2M | +8% | 6.3k | 189.30 |
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Eli Lilly & Co. (LLY) | 0.2 | $1.1M | 1.5k | 772.00 |
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Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $1.1M | 13k | 88.40 |
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Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $1.1M | -38% | 12k | 92.59 |
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Church & Dwight (CHD) | 0.2 | $1.1M | -5% | 10k | 104.71 |
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.2 | $1.0M | -5% | 13k | 77.89 |
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Cisco Systems (CSCO) | 0.2 | $1.0M | -5% | 17k | 59.20 |
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Ishares Tr Broad Usd High (USHY) | 0.2 | $987k | +186% | 27k | 36.79 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $929k | 4.7k | 195.84 |
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Oracle Corporation (ORCL) | 0.2 | $907k | -3% | 5.4k | 166.65 |
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Arthur J. Gallagher & Co. (AJG) | 0.1 | $828k | 2.9k | 283.85 |
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Invesco Exchange Traded Fd T S&p Spin Off (CSD) | 0.1 | $822k | 10k | 82.16 |
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Brown & Brown (BRO) | 0.1 | $809k | 7.9k | 102.02 |
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Netflix (NFLX) | 0.1 | $802k | +19% | 900.00 | 891.32 |
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First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) | 0.1 | $796k | +3% | 40k | 19.84 |
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Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $773k | 4.8k | 159.51 |
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $741k | NEW | 7.4k | 100.34 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $739k | 3.3k | 220.97 |
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Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $730k | +42% | 7.3k | 99.92 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $729k | 3.9k | 185.13 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $688k | -33% | 5.0k | 137.56 |
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Chevron Corporation (CVX) | 0.1 | $671k | -2% | 4.6k | 144.83 |
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Procter & Gamble Company (PG) | 0.1 | $651k | -4% | 3.9k | 167.65 |
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Broadcom (AVGO) | 0.1 | $628k | -24% | 2.7k | 231.84 |
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Select Sector Spdr Tr Communication (XLC) | 0.1 | $612k | 6.3k | 96.81 |
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Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) | 0.1 | $606k | 27k | 22.48 |
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Coca-Cola Company (KO) | 0.1 | $597k | -5% | 9.6k | 62.26 |
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Mastercard Incorporated Cl A (MA) | 0.1 | $583k | +38% | 1.1k | 526.54 |
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Bristol Myers Squibb (BMY) | 0.1 | $567k | 10k | 56.56 |
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ConocoPhillips (COP) | 0.1 | $566k | -14% | 5.7k | 99.18 |
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Paypal Holdings (PYPL) | 0.1 | $556k | -15% | 6.5k | 85.35 |
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First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.1 | $538k | 11k | 51.01 |
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $534k | +107% | 6.5k | 81.98 |
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Johnson & Johnson (JNJ) | 0.1 | $509k | -4% | 3.5k | 144.63 |
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Diageo Spon Adr New (DEO) | 0.1 | $506k | 4.0k | 127.13 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $457k | +8% | 895.00 | 510.94 |
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Ford Motor Company (F) | 0.1 | $457k | 46k | 9.90 |
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McDonald's Corporation (MCD) | 0.1 | $449k | -2% | 1.5k | 289.88 |
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Wells Fargo & Company (WFC) | 0.1 | $447k | 6.4k | 70.24 |
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $442k | +13% | 5.6k | 78.61 |
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Bank of America Corporation (BAC) | 0.1 | $439k | +2% | 10k | 43.95 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $429k | 6.9k | 62.31 |
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Ross Stores (ROST) | 0.1 | $413k | +13% | 2.7k | 151.27 |
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Select Sector Spdr Tr Indl (XLI) | 0.1 | $405k | -22% | 3.1k | 131.76 |
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Lockheed Martin Corporation (LMT) | 0.1 | $403k | -11% | 828.00 | 486.13 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $397k | -6% | 4.5k | 89.09 |
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Yum! Brands (YUM) | 0.1 | $393k | -24% | 2.9k | 134.16 |
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Advanced Micro Devices (AMD) | 0.1 | $369k | -3% | 3.1k | 120.79 |
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First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) | 0.1 | $366k | -6% | 18k | 20.09 |
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Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $365k | -2% | 4.5k | 80.27 |
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Fortinet (FTNT) | 0.1 | $352k | +30% | 3.7k | 94.48 |
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Tg Therapeutics (TGTX) | 0.1 | $350k | 12k | 30.10 |
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Ishares Tr Esg Awre Usd Etf (SUSC) | 0.1 | $348k | +34% | 15k | 22.72 |
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Micron Technology (MU) | 0.1 | $347k | +3% | 4.1k | 84.16 |
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Gartner (IT) | 0.1 | $334k | +56% | 690.00 | 484.47 |
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ResMed (RMD) | 0.1 | $332k | NEW | 1.5k | 228.69 |
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Spdr Gold Tr Gold Shs (GLD) | 0.1 | $332k | +17% | 1.4k | 242.13 |
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $328k | -5% | 6.5k | 50.13 |
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Colgate-Palmolive Company (CL) | 0.1 | $328k | 3.6k | 90.92 |
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Chipotle Mexican Grill (CMG) | 0.1 | $327k | 5.4k | 60.30 |
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Costco Wholesale Corporation (COST) | 0.1 | $323k | 352.00 | 916.91 |
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Valero Energy Corporation (VLO) | 0.1 | $319k | NEW | 2.6k | 122.60 |
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Shopify Cl A (SHOP) | 0.1 | $315k | 3.0k | 106.33 |
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Airbnb Com Cl A (ABNB) | 0.0 | $301k | NEW | 2.3k | 131.41 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $296k | -84% | 4.2k | 70.29 |
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Intuitive Surgical Com New (ISRG) | 0.0 | $296k | NEW | 567.00 | 521.96 |
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Applovin Corp Com Cl A (APP) | 0.0 | $294k | NEW | 909.00 | 323.83 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $294k | -19% | 6.1k | 47.82 |
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TJX Companies (TJX) | 0.0 | $292k | +18% | 2.4k | 120.82 |
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Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $284k | -4% | 2.2k | 128.62 |
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Select Sector Spdr Tr Energy (XLE) | 0.0 | $275k | -16% | 3.2k | 85.65 |
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Philip Morris International (PM) | 0.0 | $275k | -11% | 2.3k | 120.35 |
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Marathon Petroleum Corp (MPC) | 0.0 | $268k | +11% | 1.9k | 139.50 |
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Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $267k | -89% | 3.5k | 75.70 |
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Stryker Corporation (SYK) | 0.0 | $266k | -20% | 739.00 | 360.05 |
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Pfizer (PFE) | 0.0 | $263k | -27% | 9.9k | 26.53 |
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Novartis Sponsored Adr (NVS) | 0.0 | $262k | 2.7k | 97.33 |
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Innovator Etfs Trust Quity Managd Flr (SFLR) | 0.0 | $252k | NEW | 7.7k | 32.65 |
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $251k | 4.4k | 57.41 |
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $250k | 3.1k | 79.99 |
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RBB Us Treas 3 Mnth (TBIL) | 0.0 | $249k | 5.0k | 49.86 |
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Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $248k | +2% | 4.8k | 51.91 |
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CF Industries Holdings (CF) | 0.0 | $247k | 2.9k | 85.32 |
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Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD) | 0.0 | $246k | +7% | 29k | 8.41 |
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Flexshares Tr Hig Yld Vl Etf (HYGV) | 0.0 | $244k | 6.0k | 40.68 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $241k | 3.2k | 75.61 |
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Phathom Pharmaceuticals (PHAT) | 0.0 | $241k | 30k | 8.12 |
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Lululemon Athletica (LULU) | 0.0 | $238k | NEW | 623.00 | 382.41 |
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Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.0 | $234k | 2.7k | 85.84 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $232k | -37% | 801.00 | 289.68 |
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Hershey Company (HSY) | 0.0 | $229k | -9% | 1.4k | 169.35 |
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Marriott Intl Cl A (MAR) | 0.0 | $226k | 811.00 | 278.94 |
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Innovator Etfs Trust Us Eqt Ultra Bf (UMAR) | 0.0 | $222k | 6.2k | 35.69 |
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Universal Insurance Holdings (UVE) | 0.0 | $220k | 11k | 21.06 |
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Xcel Energy (XEL) | 0.0 | $217k | NEW | 3.2k | 67.52 |
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Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.0 | $217k | -9% | 7.4k | 29.30 |
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Innovator Etfs Trust Power Buffer Set (PSTP) | 0.0 | $216k | 6.8k | 32.03 |
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $216k | 2.1k | 103.30 |
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Nfj Dividend Interest (NFJ) | 0.0 | $216k | 17k | 12.63 |
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $215k | 5.5k | 39.37 |
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Arista Networks Com Shs | 0.0 | $207k | NEW | 1.9k | 110.53 |
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NVR (NVR) | 0.0 | $205k | 25.00 | 8178.92 |
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Ishares Tr National Mun Etf (MUB) | 0.0 | $202k | 1.9k | 106.55 |
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Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $170k | +4% | 15k | 11.66 |
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Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $158k | 14k | 11.28 |
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Nuveen Municipal Credit Com Sh Ben Int (NZF) | 0.0 | $152k | 13k | 12.17 |
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Western Asset Managed Municipals Fnd (MMU) | 0.0 | $105k | NEW | 10k | 10.20 |
|
Western Asset Emerging Mrkts Dbt Fnd (EMD) | 0.0 | $105k | 11k | 9.62 |
|
|
Cbre Clarion Global Real Estat re (IGR) | 0.0 | $89k | +4% | 18k | 4.81 |
|
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 0.0 | $86k | -5% | 5.5k | 15.80 |
|
Nuveen Cr Strategies Income Com Shs (JQC) | 0.0 | $80k | -8% | 14k | 5.69 |
|
Allianzgi Conv & Income Fd Ii (NCZ) | 0.0 | $59k | +6% | 19k | 3.13 |
|
Allianzgi Convertible & Income (NCV) | 0.0 | $47k | +4% | 14k | 3.47 |
|
Crowdstrike Hldgs Cl A Call Option (CRWD) | 0.0 | $23k | 200.00 | 115.10 |
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Past Filings by Occidental Asset Management
SEC 13F filings are viewable for Occidental Asset Management going back to 2018
- Occidental Asset Management 2024 Q4 filed Jan. 15, 2025
- Occidental Asset Management 2024 Q3 filed Oct. 15, 2024
- Occidental Asset Management 2024 Q2 filed July 15, 2024
- Occidental Asset Management 2024 Q1 filed April 16, 2024
- Occidental Asset Management 2023 Q4 filed Jan. 19, 2024
- Occidental Asset Management 2023 Q3 filed Oct. 18, 2023
- Occidental Asset Management 2023 Q2 filed July 12, 2023
- Occidental Asset Management 2023 Q1 filed May 11, 2023
- Occidental Asset Management 2022 Q4 filed Jan. 24, 2023
- Occidental Asset Management 2022 Q3 filed Nov. 8, 2022
- Occidental Asset Management 2022 Q2 filed July 18, 2022
- Occidental Asset Management 2022 Q1 filed May 4, 2022
- Occidental Asset Management 2021 Q4 filed Feb. 1, 2022
- Occidental Asset Management 2021 Q3 filed Nov. 3, 2021
- Occidental Asset Management 2021 Q2 filed Aug. 17, 2021
- Occidental Asset Management 2021 Q1 filed May 6, 2021