$239 Million is the total value of Occidental Asset Management, LLC's 144 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 23.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FB | Sell | FACEBOOK INCcl a | $20,951,000 | -8.5% | 117,649 | -0.8% | 8.78% | -14.8% |
| SPSB | Buy | SPDR SERIES TRUSTportfolio short | $16,861,000 | +8.7% | 546,534 | +8.5% | 7.06% | +1.2% |
| SPIB | Buy | SPDR SERIES TRUSTportfolio intrmd | $14,051,000 | +11.4% | 398,272 | +10.3% | 5.89% | +3.7% |
| NEAR | Buy | ISHARES US ETF TRsht mat bd etf | $10,094,000 | +7.9% | 200,509 | +7.9% | 4.23% | +0.4% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $10,006,000 | +9.8% | 88,278 | +9.7% | 4.19% | +2.2% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $9,943,000 | +7.7% | 201,970 | +7.4% | 4.17% | +0.3% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $9,095,000 | +12.0% | 195,626 | +12.6% | 3.81% | +4.3% |
| BIL | Buy | SPDR SERIES TRUSTspdr bloomberg | $8,222,000 | +20.7% | 89,771 | +20.8% | 3.44% | +12.4% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $7,632,000 | +3.3% | 47,810 | +1.9% | 3.20% | -3.8% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $6,697,000 | +4.2% | 56,214 | +1.9% | 2.81% | -3.0% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $4,176,000 | +2.9% | 46,557 | +2.3% | 1.75% | -4.2% |
| SRLN | New | SSGA ACTIVE ETF TRblkstn gsosrln | $4,146,000 | – | 89,516 | +100.0% | 1.74% | – |
| AAPL | Buy | APPLE INC | $4,146,000 | +27.1% | 18,509 | +12.3% | 1.74% | +18.2% |
| MSFT | Sell | MICROSOFT CORP | $3,775,000 | +3.6% | 27,149 | -0.2% | 1.58% | -3.5% |
| IDV | Buy | ISHARES TRintl sel div etf | $3,582,000 | +3.5% | 116,516 | +3.4% | 1.50% | -3.7% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $3,499,000 | +0.8% | 24,753 | +1.7% | 1.47% | -6.2% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,750,000 | -2.4% | 68,301 | +3.0% | 1.15% | -9.2% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $2,451,000 | +7.1% | 16,319 | +6.0% | 1.03% | -0.3% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $2,328,000 | +0.5% | 67,923 | +4.9% | 0.98% | -6.5% |
| SPYG | Buy | SPDR SERIES TRUSTprtflo s&p500 gw | $2,290,000 | +7.9% | 58,871 | +7.4% | 0.96% | +0.4% |
| SPYV | Buy | SPDR SERIES TRUSTprtflo s&p500 vl | $2,210,000 | +10.0% | 69,143 | +7.6% | 0.93% | +2.3% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $2,094,000 | -0.8% | 10,867 | +3.4% | 0.88% | -7.7% |
| SDY | Buy | SPDR SERIES TRUSTs&p divid etf | $2,054,000 | +2.6% | 20,017 | +0.9% | 0.86% | -4.4% |
| MUB | Buy | ISHARES TRnational mun etf | $1,946,000 | +4.6% | 17,059 | +3.7% | 0.82% | -2.7% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,729,000 | +16.6% | 28,647 | +10.4% | 0.72% | +8.4% |
| HD | Buy | HOME DEPOT INC | $1,608,000 | +14.7% | 6,929 | +2.8% | 0.67% | +6.8% |
| T | Buy | AT&T INC | $1,548,000 | +24.0% | 40,917 | +9.8% | 0.65% | +15.5% |
| NVDA | Buy | NVIDIA CORP | $1,460,000 | +16.2% | 8,386 | +9.6% | 0.61% | +8.3% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $1,446,000 | +6.1% | 49,258 | +6.9% | 0.61% | -1.3% |
| CSCO | Buy | CISCO SYS INC | $1,351,000 | +3.5% | 27,335 | +14.7% | 0.57% | -3.6% |
| IAGG | Buy | ISHARES TRcore intl aggr | $1,314,000 | +12.7% | 23,544 | +10.0% | 0.55% | +5.0% |
| VTEB | Buy | VANGUARD MUN BD FD INCtax exempt bd | $1,298,000 | +6.0% | 24,210 | +5.0% | 0.54% | -1.3% |
| HYD | Buy | VANECK VECTORS ETF TRhigh yld mun etf | $1,294,000 | +8.7% | 20,088 | +7.6% | 0.54% | +1.1% |
| PETQ | New | PETIQ INC | $1,254,000 | – | 46,000 | +100.0% | 0.52% | – |
| TGT | Buy | TARGET CORP | $1,114,000 | +37.0% | 10,416 | +11.0% | 0.47% | +27.6% |
| MUNI | Buy | PIMCO ETF TRinter mun bd act | $1,112,000 | +5.6% | 20,100 | +4.7% | 0.47% | -1.7% |
| CHD | Sell | CHURCH & DWIGHT INC | $1,113,000 | +1.6% | 14,798 | -1.3% | 0.47% | -5.5% |
| DGRW | New | WISDOMTREE TRus qtly div grt | $1,093,000 | – | 24,249 | +100.0% | 0.46% | – |
| MRK | MERCK & CO INC | $1,033,000 | +0.4% | 12,276 | 0.0% | 0.43% | -6.5% | |
| SYY | Buy | SYSCO CORP | $1,027,000 | +25.4% | 12,934 | +11.7% | 0.43% | +16.5% |
| FXZ | New | FIRST TR EXCHANGE TRADED FDmaterials alph | $1,023,000 | – | 27,477 | +100.0% | 0.43% | – |
| SHM | Buy | SPDR SERIES TRUSTnuveen blmbrg sr | $1,019,000 | +2.1% | 20,800 | +2.0% | 0.43% | -4.9% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,016,000 | -3.4% | 4,886 | -1.0% | 0.43% | -10.1% |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $1,015,000 | -0.1% | 8,161 | +2.6% | 0.42% | -7.0% |
| WMT | Buy | WALMART INC | $997,000 | +12.0% | 8,403 | +4.3% | 0.42% | +4.2% |
| DGRO | ISHARES TRcore div grwth | $990,000 | +2.5% | 25,300 | 0.0% | 0.42% | -4.6% | |
| IWR | Buy | ISHARES TRrus mid cap etf | $982,000 | +8.3% | 17,560 | +8.2% | 0.41% | +0.7% |
| EXC | Buy | EXELON CORP | $981,000 | +26.4% | 20,300 | +25.4% | 0.41% | +17.8% |
| HFC | Buy | HOLLYFRONTIER CORP | $972,000 | +31.7% | 18,118 | +13.7% | 0.41% | +22.6% |
| DGX | Buy | QUEST DIAGNOSTICS INC | $944,000 | +20.6% | 8,820 | +14.7% | 0.40% | +12.5% |
| DEO | Sell | DIAGEO P L Cspon adr new | $936,000 | -5.9% | 5,724 | -0.9% | 0.39% | -12.5% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $923,000 | +16.5% | 14,867 | +10.4% | 0.39% | +8.4% |
| DVY | Sell | ISHARES TRselect divid etf | $921,000 | +1.8% | 9,035 | -0.6% | 0.39% | -5.2% |
| SLB | Buy | SCHLUMBERGER LTD | $906,000 | +72.6% | 26,509 | +100.6% | 0.38% | +61.0% |
| DIS | Buy | DISNEY WALT CO | $887,000 | +10.6% | 6,805 | +18.4% | 0.37% | +3.0% |
| CWB | Buy | SPDR SERIES TRUSTblmbrg brc cnvrt | $885,000 | +4.9% | 16,871 | +5.6% | 0.37% | -2.4% |
| FMB | Buy | FIRST TR EXCHANG TRADED FD Imanagd mun etf | $886,000 | +9.2% | 15,955 | +7.8% | 0.37% | +1.6% |
| APA | Buy | APACHE CORP | $882,000 | +105.1% | 34,470 | +132.4% | 0.37% | +90.7% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $884,000 | +229.9% | 4,070 | +270.0% | 0.37% | +205.8% |
| VLO | Buy | VALERO ENERGY CORP NEW | $881,000 | +17.9% | 10,341 | +18.6% | 0.37% | +9.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $880,000 | +25.7% | 7,479 | +19.4% | 0.37% | +17.1% |
| FAF | Buy | FIRST AMERN FINL CORP | $869,000 | +27.8% | 14,733 | +16.3% | 0.36% | +19.0% |
| FHI | Buy | FEDERATED INVS INC PAcl b | $864,000 | +11.9% | 26,656 | +12.3% | 0.36% | +4.0% |
| IEZ | Buy | ISHARES TRus oil eq&sv etf | $841,000 | -11.7% | 47,767 | +8.8% | 0.35% | -17.9% |
| RS | Buy | RELIANCE STEEL & ALUMINUM CO | $836,000 | +18.4% | 8,384 | +12.4% | 0.35% | +10.1% |
| A | New | AGILENT TECHNOLOGIES INC | $835,000 | – | 10,897 | +100.0% | 0.35% | – |
| CMI | Buy | CUMMINS INC | $820,000 | +10.4% | 5,039 | +16.1% | 0.34% | +3.0% |
| PAG | Buy | PENSKE AUTOMOTIVE GRP INC | $815,000 | +18.1% | 17,243 | +18.3% | 0.34% | +9.6% |
| HPQ | Buy | HP INC | $801,000 | +4.7% | 42,361 | +15.1% | 0.34% | -2.3% |
| EBAY | New | EBAY INC | $796,000 | – | 20,413 | +100.0% | 0.33% | – |
| GILD | Buy | GILEAD SCIENCES INC | $792,000 | +10.3% | 12,489 | +17.5% | 0.33% | +2.8% |
| EMR | Buy | EMERSON ELEC CO | $786,000 | +18.2% | 11,759 | +18.0% | 0.33% | +10.0% |
| GDX | New | VANECK VECTORS ETF TRgold miners etf | $785,000 | – | 29,383 | +100.0% | 0.33% | – |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $783,000 | +22.7% | 3,776 | +16.6% | 0.33% | +14.3% |
| CRM | New | SALESFORCE COM INC | $780,000 | – | 5,258 | +100.0% | 0.33% | – |
| ABBV | Buy | ABBVIE INC | $776,000 | +39.3% | 10,246 | +33.7% | 0.32% | +29.5% |
| ABC | Buy | AMERISOURCEBERGEN CORP | $773,000 | +13.8% | 9,393 | +17.9% | 0.32% | +5.9% |
| XOP | New | SPDR SERIES TRUSTs&p oilgas exp | $766,000 | – | 34,275 | +100.0% | 0.32% | – |
| ETFC | New | E TRADE FINANCIAL CORP | $758,000 | – | 17,351 | +100.0% | 0.32% | – |
| ZEN | ZENDESK INC | $744,000 | -18.2% | 10,207 | 0.0% | 0.31% | -23.7% | |
| OMC | Buy | OMNICOM GROUP INC | $745,000 | +10.4% | 9,512 | +15.5% | 0.31% | +2.6% |
| CBRL | Buy | CRACKER BARREL OLD CTRY STOR | $727,000 | +10.5% | 4,470 | +16.0% | 0.30% | +3.0% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $717,000 | +30.4% | 5,119 | +27.9% | 0.30% | +21.0% |
| INGR | Buy | INGREDION INC | $717,000 | +31.3% | 8,769 | +32.4% | 0.30% | +22.0% |
| MDYV | Buy | SPDR SERIES TRUSTs&p 400 mdcp val | $716,000 | +9.1% | 13,943 | +9.1% | 0.30% | +1.7% |
| K | Buy | KELLOGG CO | $715,000 | +47.1% | 11,109 | +22.5% | 0.30% | +37.0% |
| ORCL | Buy | ORACLE CORP | $714,000 | +2.3% | 12,973 | +5.8% | 0.30% | -4.8% |
| INTC | INTEL CORP | $702,000 | +7.7% | 13,614 | 0.0% | 0.29% | 0.0% | |
| NTAP | New | NETAPP INC | $684,000 | – | 13,032 | +100.0% | 0.29% | – |
| AMAT | Buy | APPLIED MATLS INC | $684,000 | +31.3% | 13,714 | +18.2% | 0.29% | +22.1% |
| SJM | Buy | SMUCKER J M CO | $679,000 | +16.3% | 6,172 | +21.7% | 0.28% | +8.4% |
| SHYD | Buy | VANECK VECTORS ETF TRshort high yield | $668,000 | +3.6% | 26,525 | +3.0% | 0.28% | -3.4% |
| CSD | Sell | INVESCO EXCHANGE TRADED FD Ts&p spin off | $646,000 | -8.2% | 13,900 | -1.4% | 0.27% | -14.5% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $610,000 | -26.2% | 7,529 | -26.5% | 0.26% | -31.2% |
| IWM | ISHARES TRrussell 2000 etf | $596,000 | -2.8% | 3,941 | 0.0% | 0.25% | -9.4% | |
| BOND | Sell | PIMCO ETF TRactive bd etf | $588,000 | -43.0% | 5,400 | -43.7% | 0.25% | -47.1% |
| HIG | New | HARTFORD FINL SVCS GROUP INC | $569,000 | – | 9,389 | +100.0% | 0.24% | – |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $568,000 | +5.0% | 59,334 | +27.4% | 0.24% | -2.5% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $547,000 | -1.1% | 4,263 | -1.9% | 0.23% | -8.0% |
| AMZN | Buy | AMAZON COM INC | $535,000 | +4.3% | 308 | +13.7% | 0.22% | -3.0% |
| TJX | New | TJX COS INC NEW | $532,000 | – | 9,548 | +100.0% | 0.22% | – |
| ASHR | New | DBX ETF TRxtrack hrvst csi | $519,000 | – | 19,164 | +100.0% | 0.22% | – |
| HYMB | SPDR SERIES TRUSTnuv hghyld mun | $512,000 | +1.6% | 8,628 | 0.0% | 0.22% | -5.3% | |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $503,000 | +10.8% | 9,919 | -1.0% | 0.21% | +3.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $475,000 | +51.3% | 1,600 | +49.3% | 0.20% | +41.1% |
| AJG | GALLAGHER ARTHUR J & CO | $474,000 | +2.2% | 5,297 | 0.0% | 0.20% | -4.8% | |
| MDYG | Buy | SPDR SERIES TRUSTs&p 400 mdcp grw | $473,000 | +7.5% | 8,800 | +8.5% | 0.20% | 0.0% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $473,000 | +2.8% | 5,075 | -3.6% | 0.20% | -4.3% |
| SJNK | Sell | SPDR SERIES TRUSTbloomberg srt tr | $466,000 | -16.8% | 17,239 | -16.2% | 0.20% | -22.6% |
| SLYV | Buy | SPDR SERIES TRUSTs&p 600 smcp val | $450,000 | +10.8% | 7,348 | +9.9% | 0.19% | +3.3% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $444,000 | +17.8% | 3,486 | +14.9% | 0.19% | +9.4% |
| SUB | ISHARES TRshrt nat mun etf | $429,000 | 0.0% | 4,028 | 0.0% | 0.18% | -6.7% | |
| SPTS | New | SPDR SERIES TRUSTportfolio sh tsr | $422,000 | – | 14,065 | +100.0% | 0.18% | – |
| AOM | Buy | ISHARES TRmodert alloc etf | $420,000 | +0.7% | 10,682 | +0.0% | 0.18% | -6.4% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $412,000 | -4.6% | 4,050 | -4.7% | 0.17% | -10.8% |
| PTLA | Sell | PORTOLA PHARMACEUTICALS INC | $393,000 | -2.7% | 14,650 | -1.6% | 0.16% | -9.3% |
| YUM | Sell | YUM BRANDS INC | $387,000 | -1.8% | 3,410 | -4.2% | 0.16% | -8.5% |
| JNJ | Sell | JOHNSON & JOHNSON | $387,000 | -10.6% | 2,989 | -3.9% | 0.16% | -16.9% |
| WFC | Sell | WELLS FARGO CO NEW | $381,000 | -19.1% | 7,557 | -24.0% | 0.16% | -24.5% |
| PFE | PFIZER INC | $367,000 | -17.2% | 10,227 | 0.0% | 0.15% | -22.6% | |
| EFA | Sell | ISHARES TRmsci eafe etf | $343,000 | -2.6% | 5,260 | -1.9% | 0.14% | -8.9% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $332,000 | +19.0% | 272 | +5.4% | 0.14% | +10.3% |
| NVS | NOVARTIS A Gsponsored adr | $311,000 | -4.9% | 3,578 | 0.0% | 0.13% | -11.6% | |
| LMT | Sell | LOCKHEED MARTIN CORP | $309,000 | +5.1% | 793 | -1.9% | 0.13% | -2.3% |
| SLYG | Buy | SPDR SERIES TRUSTs&p 600 smcp grw | $299,000 | +6.8% | 5,020 | +9.2% | 0.12% | -0.8% |
| PEP | PEPSICO INC | $293,000 | +4.6% | 2,137 | 0.0% | 0.12% | -2.4% | |
| VIG | Buy | VANGUARD GROUPdiv app etf | $285,000 | +4.0% | 2,381 | +0.2% | 0.12% | -3.3% |
| AOR | Buy | ISHARES TRgrwt allocat etf | $271,000 | +12.0% | 5,876 | +11.6% | 0.11% | +4.6% |
| BA | BOEING CO | $271,000 | +4.6% | 711 | 0.0% | 0.11% | -2.6% | |
| KO | Sell | COCA COLA CO | $267,000 | +6.8% | 4,899 | -0.0% | 0.11% | -0.9% |
| MCD | MCDONALDS CORP | $263,000 | +3.5% | 1,223 | 0.0% | 0.11% | -3.5% | |
| PFPT | PROOFPOINT INC | $258,000 | +7.1% | 2,000 | 0.0% | 0.11% | 0.0% | |
| ABT | ABBOTT LABS | $239,000 | -0.4% | 2,855 | 0.0% | 0.10% | -7.4% | |
| HSY | Sell | HERSHEY CO | $221,000 | +8.3% | 1,425 | -6.6% | 0.09% | +1.1% |
| XOM | Sell | EXXON MOBIL CORP | $220,000 | -33.5% | 3,121 | -27.7% | 0.09% | -38.3% |
| SYK | STRYKER CORP | $216,000 | +4.9% | 1,000 | 0.0% | 0.09% | -2.2% | |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $216,000 | +7.5% | 2,272 | 0.0% | 0.09% | +1.1% | |
| PM | Sell | PHILIP MORRIS INTL INC | $210,000 | -12.9% | 2,771 | -9.8% | 0.09% | -18.5% |
| ILMN | ILLUMINA INC | $210,000 | -17.3% | 690 | 0.0% | 0.09% | -22.8% | |
| PG | New | PROCTER & GAMBLE CO | $206,000 | – | 1,658 | +100.0% | 0.09% | – |
| BXMX | Sell | NUVEEN S&P 500 BUY-WRITE INC | $158,000 | -7.1% | 12,098 | -5.1% | 0.07% | -14.3% |
| AOD | Sell | ABERDEEN TOTAL DYNAMIC DIVD | $151,000 | -0.7% | 18,129 | -0.2% | 0.06% | -7.4% |
| BDJ | Buy | BLACKROCK ENHANCED EQT DIV T | $149,000 | +17.3% | 16,208 | +13.4% | 0.06% | +8.8% |
| EXG | New | EATON VANCE TAX MNGD GBL DV | $88,000 | – | 10,655 | +100.0% | 0.04% | – |
| NFJ | Exit | ALLIANZGI NFJ DIVID INT & PR | $0 | – | -10,100 | -100.0% | -0.06% | – |
| SPTL | Exit | SPDR SERIES TRUSTportfolio ln tsr | $0 | – | -6,910 | -100.0% | -0.12% | – |
| HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -3,805 | -100.0% | -0.15% | – |
| GPS | Exit | GAP INC | $0 | – | -20,436 | -100.0% | -0.16% | – |
| NWL | Exit | NEWELL BRANDS INC | $0 | – | -26,722 | -100.0% | -0.18% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -10,087 | -100.0% | -0.25% | – |
| SWKS | Exit | SKYWORKS SOLUTIONS INC | $0 | – | -7,177 | -100.0% | -0.25% | – |
| JNPR | Exit | JUNIPER NETWORKS INC | $0 | – | -22,320 | -100.0% | -0.27% | – |
| EV | Exit | EATON VANCE CORP | $0 | – | -15,806 | -100.0% | -0.31% | – |
| SAFM | Exit | SANDERSON FARMS INC | $0 | – | -5,273 | -100.0% | -0.32% | – |
| MCK | Exit | MCKESSON CORP | $0 | – | -5,764 | -100.0% | -0.35% | – |
| MMC | Exit | MARSH & MCLENNAN COS INC | $0 | – | -8,051 | -100.0% | -0.36% | – |
| PGR | Exit | PROGRESSIVE CORP OHIO | $0 | – | -11,303 | -100.0% | -0.41% | – |
| EMLP | Exit | FIRST TR EXCHANGE TRADED FDno amer energy | $0 | – | -43,606 | -100.0% | -0.49% | – |
| AMJ | Exit | JPMORGAN CHASE & COalerian ml etn | $0 | – | -45,063 | -100.0% | -0.51% | – |
| KRE | Exit | SPDR SERIES TRUSTs&p regl bkg | $0 | – | -31,710 | -100.0% | -0.76% | – |
| IGHG | Exit | PROSHARES TRinvt int rt hg | $0 | – | -27,478 | -100.0% | -0.93% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-10-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| META PLATFORMS INC | 39 | Q3 2023 | 38.2% |
| ISHARES TR | 39 | Q3 2023 | 5.0% |
| PIMCO ETF TR | 39 | Q3 2023 | 6.1% |
| APPLE INC | 39 | Q3 2023 | 5.6% |
| ISHARES TR | 39 | Q3 2023 | 4.8% |
| ISHARES TR | 39 | Q3 2023 | 5.3% |
| VANGUARD SCOTTSDALE FDS | 39 | Q3 2023 | 5.5% |
| SPDR SER TR | 39 | Q3 2023 | 3.8% |
| MICROSOFT CORP | 39 | Q3 2023 | 2.2% |
| VANGUARD INTL EQUITY INDEX F | 39 | Q3 2023 | 3.6% |
View Occidental Asset Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-02-01 |
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.