| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2011 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| META PLATFORMS INC | 42 | Q2 2024 | 38.2% |
| ISHARES TR | 42 | Q2 2024 | 5.0% |
| APPLE INC | 42 | Q2 2024 | 5.6% |
| ISHARES TR | 42 | Q2 2024 | 4.8% |
| ISHARES TR | 42 | Q2 2024 | 5.3% |
| MICROSOFT CORP | 42 | Q2 2024 | 2.9% |
| SPDR SER TR | 42 | Q2 2024 | 3.8% |
| ISHARES TR | 42 | Q2 2024 | 2.4% |
| BERKSHIRE HATHAWAY INC DEL | 42 | Q2 2024 | 2.5% |
| SPDR S&P 500 ETF TR | 42 | Q2 2024 | 2.5% |
View Occidental Asset Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-15 |
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-05-04 |
View Occidental Asset Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.