Occidental Asset Management
Latest statistics and disclosures from Occidental Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPIB, SPSB, AAPL, HYG, IWF, and represent 25.47% of Occidental Asset Management's stock portfolio.
- Added to shares of these 10 stocks: SPIB, AGG, HYG, AAPL, DOW, F, BNDX, IP, STIP, XLF.
- Started 32 new stock positions in CCI, VTEB, PYPL, SYK, BA, ADX, JQC, IBHD, IBDP, MYI.
- Reduced shares in these 10 stocks: BOND (-$7.5M), IYW, BSV, , MINT, , IAGG, QQQ, FMB, MUNI.
- Sold out of its positions in Checkpoint Therapeutics, CMCSA, USRT, MMM, HYD, SPOT.
- Occidental Asset Management was a net buyer of stock by $16M.
- Occidental Asset Management has $367M in assets under management (AUM), dropping by 9.95%.
- Central Index Key (CIK): 0001770994
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Portfolio Holdings for Occidental Asset Management
Occidental Asset Management holds 206 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Spdr Ser Tr Portfolio Intrmd (SPIB) | 7.6 | $28M | +12% | 871k | 31.83 | |
Spdr Ser Tr Portfolio Short (SPSB) | 6.2 | $23M | 778k | 29.38 | ||
Apple (AAPL) | 4.7 | $17M | +9% | 132k | 129.93 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 3.5 | $13M | +21% | 176k | 73.63 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 3.5 | $13M | 59k | 214.24 | ||
Ishares Tr S&p 500 Val Etf (IVE) | 2.5 | $9.3M | 64k | 145.07 | ||
Microsoft Corporation (MSFT) | 1.8 | $6.7M | +4% | 28k | 239.82 | |
Ishares Tr Rus Mdcp Val Etf (IWS) | 1.7 | $6.3M | 60k | 105.34 | ||
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.5 | $5.6M | 112k | 50.14 | ||
Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.5 | $5.5M | -25% | 73k | 75.28 | |
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 1.5 | $5.5M | +7% | 108k | 50.67 | |
NVIDIA Corporation (NVDA) | 1.5 | $5.4M | 37k | 146.14 | ||
Ishares Tr Core Intl Aggr (IAGG) | 1.5 | $5.4M | -15% | 113k | 47.55 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 1.4 | $5.1M | 62k | 83.60 | ||
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Ishares Tr Core Us Aggbd Et (AGG) | 1.4 | $5.0M | +138% | 52k | 96.99 | |
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 1.2 | $4.5M | +4% | 116k | 38.89 | |
Pimco Etf Tr Active Bd Etf (BOND) | 1.1 | $4.0M | -65% | 45k | 90.48 | |
Vanguard Specialized Funds Div App Etf (VIG) | 1.1 | $3.9M | 25k | 151.85 | ||
Ishares Tr 0-5 Yr Tips Etf (STIP) | 1.0 | $3.7M | +42% | 39k | 96.96 | |
UnitedHealth (UNH) | 0.9 | $3.4M | +5% | 6.4k | 530.18 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.9 | $3.4M | 110k | 30.53 | ||
Home Depot (HD) | 0.9 | $3.3M | +6% | 10k | 315.85 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.9 | $3.3M | -2% | 34k | 94.64 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.8 | $3.1M | +2% | 79k | 38.98 | |
Meta Platforms Cl A (META) | 0.8 | $3.0M | +9% | 25k | 120.34 | |
Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.8 | $2.9M | +6% | 99k | 29.69 | |
Ishares Tr Mbs Etf (MBB) | 0.8 | $2.9M | 31k | 92.75 | ||
Reliance Steel & Aluminum (RS) | 0.8 | $2.8M | -2% | 14k | 202.44 | |
AmerisourceBergen (ABC) | 0.8 | $2.8M | -3% | 17k | 165.71 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.8 | $2.8M | 21k | 135.85 | ||
Quest Diagnostics Incorporated (DGX) | 0.8 | $2.8M | +2% | 18k | 156.44 | |
Morgan Stanley Com New (MS) | 0.7 | $2.6M | 31k | 85.02 | ||
First Tr Exchange-traded No Amer Energy (EMLP) | 0.7 | $2.6M | 99k | 26.69 | ||
Agilent Technologies Inc C ommon (A) | 0.7 | $2.5M | 17k | 149.65 | ||
Cummins (CMI) | 0.7 | $2.5M | +2% | 10k | 242.29 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $2.5M | 6.5k | 382.46 | ||
Wal-Mart Stores (WMT) | 0.7 | $2.4M | 17k | 141.79 | ||
Marsh & McLennan Companies (MMC) | 0.7 | $2.4M | 15k | 165.48 | ||
Hubbell (HUBB) | 0.6 | $2.4M | 10k | 234.68 | ||
Visa Com Cl A (V) | 0.6 | $2.3M | +4% | 11k | 207.76 | |
Emerson Electric (EMR) | 0.6 | $2.3M | +2% | 24k | 96.06 | |
Mosaic (MOS) | 0.6 | $2.3M | 52k | 43.87 | ||
Spdr Ser Tr S&p Divid Etf (SDY) | 0.6 | $2.3M | 18k | 125.11 | ||
Clearway Energy CL C (CWEN) | 0.6 | $2.3M | 71k | 31.87 | ||
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.6 | $2.2M | -7% | 68k | 32.96 | |
Qualcomm (QCOM) | 0.6 | $2.2M | +17% | 20k | 109.94 | |
Public Service Enterprise (PEG) | 0.6 | $2.2M | +2% | 36k | 61.27 | |
JPMorgan Chase & Co. (JPM) | 0.6 | $2.2M | +9% | 16k | 134.10 | |
Hp (HPQ) | 0.6 | $2.1M | +8% | 79k | 26.87 | |
Constellation Brands Cl A (STZ) | 0.6 | $2.1M | +3% | 9.1k | 231.75 | |
Avnet (AVT) | 0.6 | $2.1M | +4% | 51k | 41.58 | |
Verizon Communications (VZ) | 0.6 | $2.1M | +4% | 53k | 39.40 | |
Knight-swift Transn Hldgs In Cl A (KNX) | 0.5 | $2.0M | 38k | 52.41 | ||
Ishares Tr Sp Smcp600vl Etf (IJS) | 0.5 | $2.0M | 22k | 91.31 | ||
Target Corporation (TGT) | 0.5 | $2.0M | +4% | 13k | 149.04 | |
Archer Daniels Midland Company (ADM) | 0.5 | $1.9M | +5% | 21k | 92.85 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $1.9M | 4.00 | 468711.00 | ||
NetApp (NTAP) | 0.5 | $1.9M | +4% | 31k | 60.06 | |
Pfizer (PFE) | 0.5 | $1.8M | +7% | 36k | 51.24 | |
Ishares Tr National Mun Etf (MUB) | 0.5 | $1.8M | -14% | 17k | 105.52 | |
Broadridge Financial Solutions (BR) | 0.5 | $1.8M | +6% | 14k | 134.13 | |
Amazon (AMZN) | 0.5 | $1.8M | +68% | 22k | 84.00 | |
Nike CL B (NKE) | 0.5 | $1.8M | +6% | 15k | 117.01 | |
Applied Materials (AMAT) | 0.5 | $1.7M | +5% | 17k | 97.38 | |
First American Financial (FAF) | 0.5 | $1.7M | +9% | 32k | 52.34 | |
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.5 | $1.7M | 7.8k | 214.51 | ||
T. Rowe Price (TROW) | 0.5 | $1.7M | +10% | 15k | 109.06 | |
Dow (DOW) | 0.4 | $1.6M | +306% | 32k | 50.39 | |
Spdr Ser Tr Bloomberg High Y (JNK) | 0.4 | $1.5M | -2% | 17k | 90.00 | |
Southern Copper Corporation (SCCO) | 0.4 | $1.5M | +14% | 25k | 60.39 | |
Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.4 | $1.4M | 24k | 60.36 | ||
Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $1.4M | -9% | 8.2k | 174.37 | |
Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.4 | $1.4M | 22k | 64.34 | ||
Williams Companies (WMB) | 0.4 | $1.4M | +21% | 43k | 32.90 | |
Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.4M | +87% | 16k | 88.73 | |
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.4 | $1.4M | +5% | 21k | 64.72 | |
PerkinElmer (PKI) | 0.4 | $1.4M | +12% | 9.7k | 140.22 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.3M | 4.4k | 308.90 | ||
Merck & Co (MRK) | 0.4 | $1.3M | 12k | 110.95 | ||
Kulicke and Soffa Industries (KLIC) | 0.4 | $1.3M | +5% | 30k | 44.26 | |
Illinois Tool Works (ITW) | 0.4 | $1.3M | +11% | 5.9k | 220.30 | |
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.4 | $1.3M | +5% | 20k | 65.34 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.4 | $1.3M | +37% | 12k | 105.43 | |
East West Ban (EWBC) | 0.3 | $1.3M | +20% | 19k | 65.90 | |
Electronic Arts (EA) | 0.3 | $1.3M | +11% | 10k | 122.18 | |
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.3 | $1.2M | -48% | 13k | 98.65 | |
Nextera Energy (NEE) | 0.3 | $1.2M | +19% | 14k | 83.60 | |
Church & Dwight (CHD) | 0.3 | $1.2M | 15k | 80.61 | ||
Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $1.2M | 17k | 67.45 | ||
Ishares Tr Select Divid Etf (DVY) | 0.3 | $1.1M | 9.4k | 120.60 | ||
Ford Motor Company (F) | 0.3 | $1.1M | NEW | 97k | 11.63 | |
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.3 | $1.1M | NEW | 24k | 47.43 | |
International Paper Company (IP) | 0.3 | $1.1M | NEW | 32k | 34.63 | |
AGCO Corporation (AGCO) | 0.3 | $1.1M | +27% | 8.0k | 138.69 | |
Select Sector Spdr Tr Financial (XLF) | 0.3 | $1.1M | NEW | 32k | 34.20 | |
Crown Castle Intl (CCI) | 0.3 | $1.1M | NEW | 8.0k | 135.64 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $1.1M | +12% | 13k | 81.17 | |
Cisco Systems (CSCO) | 0.3 | $1.1M | +3% | 22k | 47.64 | |
Ishares Tr Core Div Grwth (DGRO) | 0.3 | $1.1M | 21k | 50.00 | ||
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.0M | -36% | 3.9k | 266.28 | |
Exxon Mobil Corporation (XOM) | 0.3 | $1.0M | 9.3k | 110.30 | ||
Abbvie (ABBV) | 0.3 | $1.0M | +64% | 6.4k | 161.61 | |
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.3 | $953k | NEW | 11k | 84.59 | |
Timken Company (TKR) | 0.3 | $947k | +31% | 13k | 70.67 | |
Diageo Spon Adr New (DEO) | 0.3 | $927k | 5.2k | 178.19 | ||
T Rowe Price Etf Total Return Etf (TOTR) | 0.2 | $883k | NEW | 22k | 40.59 | |
Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.2 | $870k | -35% | 17k | 51.38 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $856k | -3% | 3.5k | 241.91 | |
Bristol Myers Squibb (BMY) | 0.2 | $833k | +11% | 12k | 71.95 | |
Strategy Day Hagan Ned (SSUS) | 0.2 | $819k | 27k | 30.47 | ||
Direxion Shs Etf Tr Auspce Cmd Stg (COM) | 0.2 | $799k | -4% | 27k | 29.42 | |
Whirlpool Corporation (WHR) | 0.2 | $783k | +41% | 5.5k | 141.46 | |
salesforce (CRM) | 0.2 | $742k | +45% | 5.6k | 132.59 | |
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) | 0.2 | $737k | -2% | 33k | 22.27 | |
Best Buy (BBY) | 0.2 | $736k | +62% | 9.2k | 80.21 | |
Tesla Motors (TSLA) | 0.2 | $688k | -8% | 5.6k | 123.18 | |
United Parcel Service CL B (UPS) | 0.2 | $682k | +67% | 3.9k | 173.84 | |
Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.2 | $646k | +4% | 8.7k | 74.22 | |
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.2 | $625k | +5% | 8.7k | 72.24 | |
Coca-Cola Company (KO) | 0.2 | $616k | +3% | 9.7k | 63.61 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $614k | 4.0k | 151.65 | ||
Invesco Exchange Traded Fd T S&p500 Eql Fin (RYF) | 0.2 | $589k | 10k | 56.41 | ||
Eli Lilly & Co. (LLY) | 0.2 | $579k | +2% | 1.6k | 365.84 | |
Potlatch Corporation (PCH) | 0.2 | $573k | +38% | 13k | 43.99 | |
Arthur J. Gallagher & Co. (AJG) | 0.2 | $572k | 3.0k | 188.54 | ||
Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $555k | +19% | 8.5k | 65.64 | |
Forgerock Cl A (FORG) | 0.1 | $545k | NEW | 24k | 22.77 | |
Chevron Corporation (CVX) | 0.1 | $545k | +41% | 3.0k | 179.48 | |
Brown & Brown (BRO) | 0.1 | $544k | 9.5k | 56.97 | ||
Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $539k | -78% | 7.2k | 74.49 | |
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RYH) | 0.1 | $526k | 1.8k | 288.39 | ||
Invesco Exchange Traded Fd T S&p Spin Off (CSD) | 0.1 | $524k | 10k | 52.38 | ||
Hershey Company (HSY) | 0.1 | $492k | 2.1k | 231.56 | ||
Yum! Brands (YUM) | 0.1 | $491k | 3.8k | 128.08 | ||
ConocoPhillips (COP) | 0.1 | $481k | +27% | 4.1k | 118.00 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $478k | +123% | 4.8k | 99.56 | |
Johnson & Johnson (JNJ) | 0.1 | $475k | 2.7k | 176.67 | ||
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $433k | +26% | 6.2k | 69.63 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $429k | +5% | 4.9k | 88.23 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $426k | 5.2k | 82.48 | ||
Vo Com Cl A (VLTA) | 0.1 | $413k | 1.2M | 0.36 | ||
Intel Corporation (INTC) | 0.1 | $407k | +6% | 15k | 26.43 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $403k | -29% | 11k | 37.90 | |
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $396k | NEW | 2.3k | 169.64 | |
Wells Fargo & Company (WFC) | 0.1 | $389k | +71% | 9.4k | 41.29 | |
Lockheed Martin Corporation (LMT) | 0.1 | $383k | +6% | 787.00 | 486.49 | |
Select Sector Spdr Tr Communication (XLC) | 0.1 | $381k | 7.9k | 47.99 | ||
Oracle Corporation (ORCL) | 0.1 | $377k | 4.6k | 81.74 | ||
Novartis Sponsored Adr (NVS) | 0.1 | $359k | +27% | 4.0k | 90.72 | |
Select Sector Spdr Tr Technology (XLK) | 0.1 | $358k | -27% | 2.9k | 124.44 | |
Caterpillar (CAT) | 0.1 | $352k | NEW | 1.5k | 239.61 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $348k | -2% | 4.6k | 75.19 | |
Procter & Gamble Company (PG) | 0.1 | $342k | NEW | 2.3k | 151.57 | |
Phathom Pharmaceuticals (PHAT) | 0.1 | $333k | 30k | 11.22 | ||
Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.1 | $330k | NEW | 14k | 24.42 | |
Ishares Tr Ibonds 24 Trm Hg (IBHD) | 0.1 | $330k | NEW | 15k | 22.71 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $319k | -6% | 7.6k | 41.97 | |
Truist Financial Corp equities (TFC) | 0.1 | $315k | +13% | 7.3k | 43.03 | |
Philip Morris International (PM) | 0.1 | $307k | -6% | 3.0k | 101.21 | |
Colgate-Palmolive Company (CL) | 0.1 | $300k | 3.8k | 78.79 | ||
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $291k | -3% | 3.9k | 74.55 | |
McDonald's Corporation (MCD) | 0.1 | $288k | 1.1k | 263.43 | ||
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.1 | $282k | NEW | 12k | 22.94 | |
Pepsi (PEP) | 0.1 | $281k | 1.6k | 180.66 | ||
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.1 | $279k | -67% | 5.6k | 50.11 | |
Ishares Tr Modert Alloc Etf (AOM) | 0.1 | $278k | -12% | 7.3k | 38.01 | |
Ishares Tr Tips Bd Etf (TIP) | 0.1 | $278k | -8% | 2.6k | 106.44 | |
Celanese Corporation (CE) | 0.1 | $273k | +19% | 2.7k | 102.24 | |
Illumina (ILMN) | 0.1 | $268k | 1.3k | 202.20 | ||
Advanced Micro Devices (AMD) | 0.1 | $258k | +5% | 4.0k | 64.77 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $255k | NEW | 5.2k | 49.49 | |
CF Industries Holdings (CF) | 0.1 | $247k | 2.9k | 85.20 | ||
Paypal Holdings (PYPL) | 0.1 | $245k | NEW | 3.4k | 71.22 | |
Boeing Company (BA) | 0.1 | $242k | NEW | 1.3k | 190.44 | |
Dimensional Etf Trust Us Equity Etf (DFUS) | 0.1 | $238k | 5.7k | 41.61 | ||
Walt Disney Company (DIS) | 0.1 | $236k | +19% | 2.7k | 86.88 | |
Ishares Tr Grwt Allocat Etf (AOR) | 0.1 | $232k | 4.9k | 47.16 | ||
First Tr Exch Trd Alphdx Euro Alphadex (FEUZ) | 0.1 | $229k | -17% | 6.4k | 35.75 | |
Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.1 | $228k | NEW | 9.5k | 23.85 | |
Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $227k | -13% | 1.6k | 145.94 | |
Vanguard Index Fds Growth Etf (VUG) | 0.1 | $224k | 1.1k | 213.11 | ||
Bank of America Corporation (BAC) | 0.1 | $220k | NEW | 6.6k | 33.12 | |
Vanguard Index Fds Value Etf (VTV) | 0.1 | $220k | -3% | 1.6k | 140.37 | |
SYSCO Corporation (SYY) | 0.1 | $216k | 2.8k | 76.45 | ||
Charles Schwab Corporation (SCHW) | 0.1 | $214k | NEW | 2.6k | 83.26 | |
Netflix (NFLX) | 0.1 | $213k | NEW | 722.00 | 294.88 | |
Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $210k | NEW | 3.8k | 56.11 | |
Occidental Petroleum Corporation (OXY) | 0.1 | $210k | NEW | 3.3k | 62.99 | |
Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $207k | -52% | 2.0k | 104.27 | |
Stryker Corporation (SYK) | 0.1 | $203k | NEW | 830.00 | 244.49 | |
Cigna Corp (CI) | 0.1 | $202k | NEW | 608.00 | 331.34 | |
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) | 0.1 | $200k | 10k | 19.95 | ||
Nuveen Equity Premium Income Fund (BXMX) | 0.0 | $169k | 13k | 12.65 | ||
Adams Express Company (ADX) | 0.0 | $150k | NEW | 10k | 14.54 | |
Lyft Cl A Com (LYFT) | 0.0 | $147k | +12% | 13k | 11.02 | |
Nfj Dividend Interest (NFJ) | 0.0 | $141k | NEW | 13k | 11.28 | |
Tg Therapeutics (TGTX) | 0.0 | $138k | 12k | 11.83 | ||
Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD) | 0.0 | $134k | +23% | 17k | 7.80 | |
Nuveen Muni Value Fund (NUV) | 0.0 | $118k | 14k | 8.60 | ||
Blackrock Muniyield Insured Fund (MYI) | 0.0 | $116k | NEW | 10k | 11.21 | |
Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $115k | NEW | 10k | 11.37 | |
Blackrock MuniHoldings CA Insrd Fnd (MUC) | 0.0 | $110k | 10k | 10.74 | ||
BlackRock Global Opportunities Equity Tr (BOE) | 0.0 | $96k | NEW | 10k | 9.56 | |
Nuveen Cr Strategies Income Com Shs (JQC) | 0.0 | $67k | NEW | 13k | 5.09 | |
Cbre Clarion Global Real Estat re (IGR) | 0.0 | $58k | NEW | 10k | 5.73 | |
Cepton (CPTN) | 0.0 | $47k | 37k | 1.27 |
Past Filings by Occidental Asset Management
SEC 13F filings are viewable for Occidental Asset Management going back to 2018
- 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
- Occidental Asset Management 2020 Q4 filed Jan. 28, 2021
- Occidental Asset Management 2020 Q3 filed Nov. 10, 2020
- Occidental Asset Management 2020 Q2 filed July 17, 2020
- Occidental Asset Management 2020 Q1 filed April 23, 2020
- Occidental Asset Management 2019 Q4 filed Jan. 16, 2020
- Occidental Asset Management 2019 Q3 filed Oct. 17, 2019
- Occidental Asset Management 2019 Q2 filed Aug. 2, 2019
- Occidental Asset Management 2014 Q1 filed June 17, 2019