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Occidental Asset Management

Latest statistics and disclosures from Occidental Asset Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, AAPL, SPIB, FLOT, SPSB, and represent 21.73% of Occidental Asset Management's stock portfolio.
Added to shares of these 10 stocks: SGOV (+$21M), AMZN, IAGG, EMCB, HYG, EMB, SPSB, SPIB, IMTM, NVDA.
Started 33 new stock positions in NRK, IAU, ASML, XBJA, IFEB, AZN, DDFM, VGT, JLL, XLB.
Reduced shares in these 10 stocks: AMAT (-$8.6M), XLC, IWF, CAT, SCCO, CMI, CAH, ALB, XLK, GILD.
Sold out of its positions in AXP, ARES, AstraZeneca, ACLS, BKNG, BOX, CSGS, CARG, CVCO, CRUS.
Occidental Asset Management was a net buyer of stock by $26M.
Occidental Asset Management has $844M in assets under management (AUM), dropping by 1.45%.
Central Index Key (CIK): 0001770994

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Portfolio Holdings for Occidental Asset Management

Occidental Asset Management holds 282 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	6.7	$57M	+2%	325k	174.40	View chart
Apple (AAPL)	5.4	$46M		181k	253.79	View chart
Spdr Series Trust State Street Spd (SPIB)	3.3	$28M	+5%	829k	33.54	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	3.3	$28M	-3%	539k	50.95	View chart
Spdr Series Trust State Street Spd (SPSB)	3.0	$26M	+6%	854k	30.07	View chart
Microsoft Corporation (MSFT)	2.6	$22M	+4%	60k	370.17	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	2.5	$21M	NEW	211k	100.66	View chart
Flexshares Tr Cre Slct Bd Fd (BNDC)	2.3	$20M	+5%	881k	22.24	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.3	$19M	+6%	421k	45.62	View chart
Alphabet Cap Stk Cl C (GOOG)	2.1	$17M	+6%	61k	286.86	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.9	$16M	+6%	183k	86.69	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.8	$15M	-15%	36k	426.40	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.7	$14M		68k	211.15	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	1.6	$14M	+2%	94k	145.74	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.6	$13M	+18%	268k	50.04	View chart
Meta Platforms Cl A (META)	1.5	$13M		23k	572.12	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	1.5	$12M	+16%	132k	93.93	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	1.4	$12M	+21%	146k	79.56	View chart
Wisdomtree Tr Wsdm Emktbd Fd (EMCB)	1.3	$11M	+23%	171k	65.52	View chart
Amazon (AMZN)	1.2	$10M	+45%	50k	208.27	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.2	$10M	-9%	81k	128.12	View chart
JPMorgan Chase & Co. (JPM)	1.2	$9.8M		33k	294.16	View chart
Wal-Mart Stores (WMT)	1.1	$9.6M	+3%	77k	124.28	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.0	$8.3M	+11%	70k	118.45	View chart
Spdr Series Trust State Street Spd (SPYG)	0.9	$7.5M		77k	97.91	View chart
Morgan Stanley Com New (MS)	0.9	$7.3M		44k	164.57	View chart
Caterpillar (CAT)	0.8	$7.1M	-21%	10k	708.45	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.8	$6.9M	-20%	52k	132.90	View chart
Dell Technologies CL C (DELL)	0.8	$6.5M	+4%	39k	164.13	View chart
Baker Hughes Company Cl A (BKR)	0.8	$6.4M	+2%	105k	61.05	View chart
Hubbell (HUBB)	0.8	$6.4M	+2%	13k	490.74	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.8	$6.4M	-6%	20k	313.81	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.7	$6.3M	+13%	129k	48.93	View chart
Spdr Series Trust State Street Spd (SPYV)	0.7	$6.3M	+2%	111k	56.58	View chart
Cummins (CMI)	0.7	$6.2M	-23%	12k	538.02	View chart
Southern Copper Corporation (SCCO)	0.7	$6.1M	-23%	35k	172.06	View chart
AmerisourceBergen (COR)	0.7	$6.1M		19k	314.14	View chart
Amgen (AMGN)	0.7	$5.9M	+4%	17k	351.85	View chart
Visa Com Cl A (V)	0.7	$5.9M	+4%	19k	302.24	View chart
Cardinal Health (CAH)	0.7	$5.9M	-23%	28k	211.31	View chart
Albemarle Corporation (ALB)	0.7	$5.9M	-23%	33k	179.53	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.7	$5.8M	+5%	128k	45.65	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.7	$5.8M	+28%	121k	48.02	View chart
Reliance Steel & Aluminum (RS)	0.7	$5.8M	+3%	19k	303.92	View chart
At&t (T)	0.7	$5.8M	+6%	199k	28.99	View chart
Dominion Resources (D)	0.7	$5.7M	+3%	92k	61.82	View chart
Duke Energy Corp Com New (DUK)	0.7	$5.7M	+3%	43k	130.94	View chart
Merck & Co (MRK)	0.7	$5.5M	-13%	46k	120.29	View chart
salesforce (CRM)	0.6	$5.4M	+6%	29k	186.67	View chart
Quest Diagnostics Incorporated (DGX)	0.6	$5.4M	+2%	28k	195.98	View chart
Home Depot (HD)	0.6	$5.4M	+7%	16k	328.90	View chart
NetApp (NTAP)	0.6	$5.3M	+5%	52k	102.39	View chart
Qualcomm (QCOM)	0.6	$4.8M	+8%	37k	128.78	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.6	$4.8M	-39%	43k	110.86	View chart
Gilead Sciences (GILD)	0.6	$4.7M	-20%	33k	139.37	View chart
Marsh & McLennan Companies (MRSH)	0.5	$4.5M	+11%	26k	173.45	View chart
Hershey Company (HSY)	0.5	$4.3M	+7%	21k	207.89	View chart
Advanced Micro Devices (AMD)	0.5	$4.3M	-10%	21k	203.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$4.2M	+3%	15k	287.55	View chart
Jacobs Engineering Group (J)	0.5	$4.1M	+5%	32k	127.28	View chart
Emerson Electric (EMR)	0.5	$4.1M	-22%	31k	131.02	View chart
Chubb (CB)	0.5	$3.9M	-20%	12k	325.93	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.5	$3.8M	-12%	87k	44.11	View chart
Broadridge Financial Solutions (BR)	0.4	$3.8M	+7%	23k	162.48	View chart
Illinois Tool Works (ITW)	0.4	$3.6M	-20%	14k	260.29	View chart
International Business Machines (IBM)	0.4	$3.4M	+6%	14k	242.39	View chart
Digital Realty Trust (DLR)	0.4	$3.2M	+6%	18k	180.21	View chart
Spdr Series Trust State Street Spd (MDYG)	0.4	$3.1M	+2%	32k	95.96	View chart
Tesla Motors (TSLA)	0.4	$3.0M	+3%	8.2k	371.75	View chart
Spdr Series Trust State Street Spd (MDYV)	0.4	$3.0M	+2%	35k	85.15	View chart
Clorox Company (CLX)	0.4	$3.0M	+47%	29k	103.63	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$2.9M		4.00	718140.00	View chart
Dick's Sporting Goods (DKS)	0.3	$2.8M	+7%	14k	198.29	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.3	$2.8M	+10%	46k	60.10	View chart
Wisdomtree Tr Em Mkts Qtly Div (DGRE)	0.3	$2.8M		84k	33.12	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.3	$2.7M	+5%	58k	46.91	View chart
Kimberly-Clark Corporation (KMB)	0.3	$2.7M	+58%	28k	96.47	View chart
Cisco Systems (CSCO)	0.3	$2.7M	+5%	35k	77.59	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$2.6M	+3%	26k	99.27	View chart
Okta Cl A (OKTA)	0.3	$2.6M		33k	78.71	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$2.5M		4.2k	597.54	View chart
Abbvie (ABBV)	0.3	$2.4M	+5%	11k	217.49	View chart
Exxon Mobil Corporation (XOM)	0.3	$2.4M	+8%	14k	169.66	View chart
Spdr Series Trust State Street Spd (SDY)	0.3	$2.4M		16k	145.94	View chart
Micron Technology (MU)	0.3	$2.2M		6.6k	337.85	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$2.1M	+4%	4.4k	479.20	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$2.1M		4.8k	436.83	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$2.1M	+18%	3.2k	650.40	View chart
Eli Lilly & Co. (LLY)	0.2	$2.0M	+3%	2.2k	919.71	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$2.0M		19k	102.25	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.2	$1.9M	+2%	51k	38.26	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.8M		26k	69.75	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$1.6M	+53%	19k	88.46	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$1.6M	+65%	29k	54.05	View chart
Netflix (NFLX)	0.2	$1.6M	+27%	16k	96.15	View chart
Broadcom (AVGO)	0.2	$1.5M	+15%	4.9k	309.51	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$1.5M		21k	70.18	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$1.4M		9.4k	151.41	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.4M	+45%	2.4k	577.11	View chart
Chevron Corporation (CVX)	0.2	$1.4M	+12%	6.5k	206.91	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$1.3M	+8%	9.0k	146.61	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.3M		13k	97.23	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$1.2M	+214%	14k	91.64	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.2M	+20%	2.9k	430.29	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$1.2M	+2%	12k	94.58	View chart
Consolidated Edison (ED)	0.1	$1.1M		10k	113.18	View chart
Invesco Exchange Traded Fd T S&p Spin Off (CSD)	0.1	$1.1M		10k	112.67	View chart
Spdr Series Trust State Street Spd (SLYG)	0.1	$1.1M	+2%	12k	96.62	View chart
Philip Morris International (PM)	0.1	$1.1M	+10%	6.7k	165.34	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$1.1M	+10%	22k	49.37	View chart
Spdr Series Trust State Street Spd (CWB)	0.1	$1.0M	-2%	11k	91.52	View chart
Johnson & Johnson (JNJ)	0.1	$1.0M	+2%	4.1k	244.47	View chart
Procter & Gamble Company (PG)	0.1	$1.0M	+27%	7.0k	144.43	View chart
Costco Wholesale Corporation (COST)	0.1	$1.0M	+22%	1.0k	996.06	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.0M		4.7k	215.08	View chart
Mastercard Incorporated Cl A (MA)	0.1	$995k	+17%	2.0k	499.77	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$962k		4.5k	213.67	View chart
Marathon Petroleum Corp (MPC)	0.1	$961k	+14%	3.9k	244.17	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$927k		14k	67.53	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$891k	+5%	12k	75.10	View chart
Oracle Corporation (ORCL)	0.1	$882k		6.0k	147.11	View chart
Valero Energy Corporation (VLO)	0.1	$881k	+18%	3.6k	247.09	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.1	$881k	-4%	44k	19.96	View chart
Church & Dwight (CHD)	0.1	$877k		9.4k	93.32	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$865k	+2%	3.5k	248.02	View chart
Coca-Cola Company (KO)	0.1	$851k		11k	76.05	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$818k	-3%	4.5k	181.43	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$806k	+12%	7.4k	108.98	View chart
TJX Companies (TJX)	0.1	$795k	+30%	5.0k	159.69	View chart
Altria (MO)	0.1	$770k	+15%	12k	65.99	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$766k		8.5k	90.53	View chart
Stryker Corporation (SYK)	0.1	$748k		2.3k	328.59	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$738k		15k	50.66	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$732k		7.3k	100.19	View chart
Newmont Mining Corporation (NEM)	0.1	$723k	+23%	6.7k	108.25	View chart
Palantir Technologies Cl A (PLTR)	0.1	$712k	+35%	4.9k	146.28	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$709k	+5%	4.4k	161.74	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.1	$688k	+96%	19k	35.41	View chart
Kla Corp Com New (KLAC)	0.1	$679k	-4%	461.00	1472.41	View chart
Pepsi (PEP)	0.1	$677k		4.4k	155.30	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$668k	-4%	13k	49.89	View chart
ConocoPhillips (COP)	0.1	$666k		5.0k	131.99	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$658k	+2%	3.0k	216.58	View chart
Raytheon Technologies Corp (RTX)	0.1	$649k		3.4k	192.90	View chart
Abbott Laboratories (ABT)	0.1	$648k		6.3k	102.67	View chart
Yum! Brands (YUM)	0.1	$647k	+24%	4.2k	155.48	View chart
Applovin Corp Com Cl A (APP)	0.1	$636k	+4%	1.6k	398.00	View chart
Howmet Aerospace (HWM)	0.1	$633k		2.7k	230.48	View chart
Innovator Etfs Trust Equity Dual Nov (DDFN)	0.1	$624k	+43%	33k	19.00	View chart
Brown & Brown (BRO)	0.1	$623k		9.5k	65.21	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$609k		27k	22.66	View chart
Monster Beverage Corp (MNST)	0.1	$573k	-14%	7.9k	72.46	View chart
Verizon Communications (VZ)	0.1	$567k		11k	50.20	View chart
Wells Fargo & Company (WFC)	0.1	$560k	+3%	7.0k	79.61	View chart
Ford Motor Company (F)	0.1	$555k		48k	11.54	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$533k	+16%	11k	50.04	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$519k	-3%	14k	36.84	View chart
Lockheed Martin Corporation (LMT)	0.1	$517k	+10%	855.00	604.65	View chart
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB)	0.1	$504k		25k	20.05	View chart
Intuitive Surgical Com New (ISRG)	0.1	$503k	-18%	1.1k	460.99	View chart
Innovator Etfs Trust Intl Developed P (IFEB)	0.1	$502k	NEW	17k	29.81	View chart
Bank of America Corporation (BAC)	0.1	$502k		10k	48.75	View chart
Bristol Myers Squibb (BMY)	0.1	$499k	+7%	8.2k	60.65	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$492k	NEW	9.7k	50.98	View chart
Novartis Sponsored Adr (NVS)	0.1	$487k	+6%	3.2k	152.75	View chart
ResMed (RMD)	0.1	$486k	+27%	2.2k	224.45	View chart
Palo Alto Networks (PANW)	0.1	$484k	+45%	3.0k	160.32	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.1	$483k	+14%	21k	22.95	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$478k	NEW	19k	24.75	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$470k		7.3k	64.08	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$466k		4.4k	106.15	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$454k	+3%	7.4k	61.26	View chart
Goldman Sachs (GS)	0.1	$451k		534.00	845.20	View chart
Williams Companies (WMB)	0.1	$451k	-3%	6.2k	72.78	View chart
McDonald's Corporation (MCD)	0.1	$449k		1.4k	310.80	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$448k		3.8k	118.62	View chart
Motorola Solutions Com New (MSI)	0.1	$447k	-14%	1.0k	433.77	View chart
O'reilly Automotive (ORLY)	0.1	$444k	+48%	4.8k	92.31	View chart
McKesson Corporation (MCK)	0.1	$439k	+37%	507.00	865.36	View chart
General Dynamics Corporation (GD)	0.1	$437k	+44%	1.3k	343.22	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.1	$425k	NEW	8.5k	49.78	View chart
Cheniere Energy Com New (LNG)	0.1	$424k	+273%	1.5k	283.76	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$423k	-23%	5.1k	82.75	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$411k	+4%	4.6k	88.70	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.0	$409k	NEW	12k	33.93	View chart
Sempra Energy (SRE)	0.0	$409k		4.2k	97.16	View chart
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)	0.0	$405k	NEW	13k	31.28	View chart
Universal Insurance Holdings (UVE)	0.0	$403k	+13%	12k	34.16	View chart
Tg Therapeutics (TGTX)	0.0	$400k	+3%	12k	33.22	View chart
Hca Holdings (HCA)	0.0	$396k	+44%	836.00	473.24	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$394k	-27%	3.9k	100.57	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$392k	-37%	4.8k	81.99	View chart
CF Industries Holdings (CF)	0.0	$391k	+2%	3.0k	129.84	View chart
Ross Stores (ROST)	0.0	$384k	+3%	1.8k	216.63	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$380k	-18%	8.3k	45.89	View chart
Adobe Systems Incorporated (ADBE)	0.0	$368k	+66%	1.5k	243.08	View chart
Amphenol Corp Cl A (APH)	0.0	$366k	+2%	2.9k	126.35	View chart
Innovator Etfs Trust Power Buffer Set (PSTP)	0.0	$362k		11k	34.47	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$362k		16k	23.14	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$351k	NEW	1.0k	338.04	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$345k	NEW	4.4k	79.27	View chart
Agnico (AEM)	0.0	$344k		1.7k	202.98	View chart
Innovator Etfs Trust International De (IFLR)	0.0	$344k	NEW	6.8k	50.39	View chart
Oneok (OKE)	0.0	$343k		3.8k	90.39	View chart
Cigna Corp (CI)	0.0	$340k	+56%	1.3k	266.75	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$335k		1.0k	320.80	View chart
Parker-Hannifin Corporation (PH)	0.0	$334k		373.00	895.24	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$331k	+8%	2.3k	142.43	View chart
Northrop Grumman Corporation (NOC)	0.0	$330k	-6%	483.00	682.24	View chart
Neos Etf Trust Msci Eafe High (NIHI)	0.0	$326k	NEW	6.7k	48.76	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$324k		1.7k	191.92	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.0	$320k	+8%	3.8k	83.77	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$316k	+51%	1.6k	196.20	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.0	$316k	NEW	7.4k	42.51	View chart
Astrazeneca Ord (AZN)	0.0	$316k	NEW	1.6k	197.22	View chart
Ge Aerospace Com New (GE)	0.0	$312k		1.1k	283.89	View chart
Ishares Tr Ibonds 29 Tr Hi (IBHI)	0.0	$310k		13k	23.28	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$309k	-2%	3.7k	82.57	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$301k		3.1k	97.12	View chart
T Rowe Price Etf Floating Rate (TFLR)	0.0	$293k	-40%	5.8k	50.36	View chart
Marriott Intl Cl A (MAR)	0.0	$292k	-12%	893.00	327.07	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$288k	NEW	412.00	697.82	View chart
Sprott Asset Management Physical Gold An (CEF)	0.0	$286k		6.0k	47.72	View chart
Applied Materials (AMAT)	0.0	$277k	-96%	811.00	341.61	View chart
Pfizer (PFE)	0.0	$277k	-2%	9.9k	28.08	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.0	$272k	+9%	6.8k	39.74	View chart
Innovator Etfs Trust Equity Dual Dire (DDTN)	0.0	$271k	NEW	15k	18.72	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$265k	+34%	678.00	390.64	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$265k	-9%	2.3k	114.98	View chart
Blackrock (BLK)	0.0	$263k	+4%	274.00	960.62	View chart
Intel Corporation (INTC)	0.0	$262k	+4%	5.9k	44.13	View chart
Xcel Energy (XEL)	0.0	$262k		3.3k	79.44	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.0	$258k	NEW	5.2k	49.97	View chart
Jones Lang LaSalle Incorporated (JLL)	0.0	$258k	NEW	846.00	304.32	View chart
Innovator Etfs Trust Equity Dual Dire (DDFM)	0.0	$255k	NEW	14k	18.77	View chart
American Electric Power Company (AEP)	0.0	$251k		1.9k	131.08	View chart
Arista Networks Com Shs (ANET)	0.0	$250k	-38%	2.0k	122.78	View chart
RBB F/m Us Treasury (TBIL)	0.0	$249k		5.0k	49.86	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$248k		9.9k	25.10	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$246k	NEW	2.8k	88.16	View chart
Diageo Spon Adr New (DEO)	0.0	$242k	-8%	3.3k	74.45	View chart
Innovator Etfs Trust Intl Dev Pwr Buf (INOV)	0.0	$242k	+12%	7.0k	34.69	View chart
Paypal Holdings (PYPL)	0.0	$241k	+23%	5.3k	45.23	View chart
Flexshares Tr Hig Yld Vl Etf (HYGV)	0.0	$240k		6.0k	40.06	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$239k	-3%	4.8k	50.14	View chart
Halozyme Therapeutics (HALO)	0.0	$237k	-46%	3.7k	64.63	View chart
Blackrock Etf Trust Ii Ishares Floating (BRLN)	0.0	$236k	NEW	4.6k	50.75	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$230k		5.1k	45.50	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$228k		2.5k	90.94	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$227k	NEW	3.5k	65.69	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.0	$225k	NEW	4.5k	49.81	View chart
Innovator Etfs Trust International De (IDEC)	0.0	$217k		6.7k	32.56	View chart
Innovator Etfs Trust Equity Dual Dirt (DDTL)	0.0	$216k		11k	20.68	View chart
S&p Global (SPGI)	0.0	$213k	-12%	500.00	425.34	View chart
Nfj Dividend Interest (NFJ)	0.0	$213k		17k	12.61	View chart
Bank of New York Mellon Corporation (BK)	0.0	$209k	-23%	1.8k	118.63	View chart
Kinder Morgan (KMI)	0.0	$209k	NEW	6.2k	33.53	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.0	$208k		6.9k	30.19	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$208k	NEW	157.00	1323.31	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$208k	NEW	2.6k	78.41	View chart
Us Bancorp Com New (USB)	0.0	$207k	+4%	4.0k	52.01	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.0	$207k	NEW	1.3k	158.58	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$205k		333.00	616.76	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$205k		502.00	408.06	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$205k	-7%	1.9k	109.69	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$204k	-5%	2.2k	93.74	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$201k		3.8k	52.19	View chart
Edison International (EIX)	0.0	$201k	NEW	2.7k	73.19	View chart
Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD)	0.0	$200k	-7%	22k	9.21	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.0	$200k	-7%	4.9k	40.47	View chart
Western Asset Managed Municipals Fnd (MMU)	0.0	$131k	+6%	13k	10.28	View chart
Aberdeen Income Cred Strat (ACP)	0.0	$123k		24k	5.10	View chart
Western Asset Emerging Mrkts Dbt Fnd (EMD)	0.0	$122k	-10%	12k	9.82	View chart
Nuveen Ins Ny Tx Fr Adv Mun (NRK)	0.0	$120k	NEW	12k	10.21	View chart
BlackRock MuniHoldings Fund (MHD)	0.0	$120k	NEW	11k	11.28	View chart
Western Union Company (WU)	0.0	$112k	NEW	13k	8.73	View chart
Blackrock Tech And Private E Shs Ben Int (BTX)	0.0	$93k	NEW	14k	6.60	View chart
Kkr Real Estate Finance Trust (KREF)	0.0	$67k	NEW	11k	6.12	View chart
Cbre Clarion Global Real Estat re (IGR)	0.0	$61k	-17%	14k	4.39	View chart
Rapid7 (RPD)	0.0	$58k	NEW	11k	5.51	View chart
Nuveen Cr Strategies Income Com Shs (JQC)	0.0	$52k	-21%	11k	4.87	View chart
Western Asst High Incm Opprtnty Fnd (HIO)	0.0	$50k	+19%	14k	3.63	View chart

Past Filings by Occidental Asset Management

SEC 13F filings are viewable for Occidental Asset Management going back to 2018

Occidental Asset Management 2026 Q1 filed April 16, 2026
Occidental Asset Management 2025 Q4 filed Jan. 8, 2026
Occidental Asset Management 2025 Q3 filed Oct. 29, 2025
Occidental Asset Management 2025 Q2 filed July 14, 2025
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

View all past filings

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