$226 Million is the total value of Occidental Asset Management, LLC's 141 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 27.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPSB | Buy | SPDR SER TRportfolio short | $20,611,000 | +7.4% | 657,653 | +3.6% | 9.12% | -5.6% |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $19,098,000 | +7.7% | 522,790 | +0.3% | 8.44% | -5.3% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $13,196,000 | +20.9% | 118,251 | +15.0% | 5.84% | +6.2% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $12,647,000 | +5.6% | 255,237 | +2.2% | 5.59% | -7.2% |
| BIL | Sell | SPDR SER TRspdr bloomberg | $8,276,000 | -29.7% | 90,419 | -29.6% | 3.66% | -38.2% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $7,879,000 | +15.1% | 41,048 | -9.6% | 3.48% | +1.2% |
| AAPL | Sell | APPLE INC | $5,864,000 | +42.6% | 16,075 | -0.6% | 2.59% | +25.3% |
| FB | Sell | FACEBOOK INCcl a | $5,312,000 | +32.8% | 23,395 | -2.4% | 2.35% | +16.7% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $5,154,000 | +16.7% | 47,189 | +3.3% | 2.28% | +2.6% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $5,118,000 | +26.4% | 32,368 | -2.8% | 2.26% | +11.1% |
| MSFT | Sell | MICROSOFT CORP | $5,087,000 | +27.2% | 24,995 | -1.4% | 2.25% | +11.9% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $4,863,000 | +6.4% | 44,939 | -5.4% | 2.15% | -6.5% |
| HYG | New | ISHARES TRiboxx hi yd etf | $4,000,000 | – | 49,006 | +100.0% | 1.77% | – |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $3,078,000 | +32.6% | 68,514 | +5.5% | 1.36% | +16.5% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $3,078,000 | +18.1% | 40,222 | -1.1% | 1.36% | +3.8% |
| NVDA | Buy | NVIDIA CORPORATION | $2,780,000 | +45.0% | 7,318 | +0.6% | 1.23% | +27.5% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $2,571,000 | +22.8% | 76,841 | +4.5% | 1.14% | +8.0% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $2,151,000 | +18.8% | 74,225 | +5.9% | 0.95% | +4.4% |
| IDV | Sell | ISHARES TRintl sel div etf | $2,119,000 | +1.6% | 84,348 | -8.6% | 0.94% | -10.8% |
| MUB | Sell | ISHARES TRnational mun etf | $2,111,000 | -20.9% | 18,290 | -22.5% | 0.93% | -30.5% |
| HD | Buy | HOME DEPOT INC | $1,919,000 | +36.2% | 7,661 | +1.5% | 0.85% | +19.7% |
| SDY | Buy | SPDR SER TRs&p divid etf | $1,740,000 | +17.5% | 19,082 | +2.9% | 0.77% | +3.2% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $1,700,000 | +31.3% | 61,555 | +13.8% | 0.75% | +15.3% |
| FYX | New | FIRST TR SML CP CORE ALPHA F | $1,696,000 | – | 31,242 | +100.0% | 0.75% | – |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,604,000 | +22.5% | 23,482 | +0.6% | 0.71% | +7.6% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,591,000 | +5.7% | 28,852 | +3.0% | 0.70% | -7.0% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,516,000 | -14.3% | 38,275 | -27.4% | 0.67% | -24.7% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $1,444,000 | +14.2% | 24,566 | +8.2% | 0.64% | +0.5% |
| ABBV | Buy | ABBVIE INC | $1,404,000 | +41.5% | 14,305 | +9.9% | 0.62% | +24.4% |
| IAGG | Buy | ISHARES TRcore intl aggr | $1,402,000 | +2.3% | 25,177 | +0.4% | 0.62% | -10.1% |
| EBAY | Buy | EBAY INC. | $1,361,000 | +77.0% | 25,952 | +1.5% | 0.60% | +55.6% |
| TGT | New | TARGET CORP | $1,327,000 | – | 11,064 | +100.0% | 0.59% | – |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $1,318,000 | +21.9% | 6,371 | -6.8% | 0.58% | +7.2% |
| QCOM | Buy | QUALCOMM INC | $1,298,000 | +57.5% | 14,228 | +16.8% | 0.57% | +38.3% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,254,000 | +20.1% | 4,250 | +1.5% | 0.56% | +5.7% |
| DGRW | Sell | WISDOMTREE TRus qtly div grt | $1,253,000 | +14.2% | 27,536 | -2.3% | 0.55% | +0.4% |
| GILD | Buy | GILEAD SCIENCES INC | $1,251,000 | +6.2% | 16,254 | +3.2% | 0.55% | -6.7% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,247,000 | -0.2% | 6,986 | +2.2% | 0.55% | -12.4% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $1,225,000 | +12.1% | 10,175 | -7.0% | 0.54% | -1.5% |
| MUNI | PIMCO ETF TRinter mun bd act | $1,224,000 | +2.0% | 22,003 | 0.0% | 0.54% | -10.4% | |
| CHD | Buy | CHURCH & DWIGHT INC | $1,221,000 | +28.5% | 15,800 | +6.8% | 0.54% | +13.0% |
| DGX | Buy | QUEST DIAGNOSTICS INC | $1,218,000 | +45.2% | 10,687 | +2.3% | 0.54% | +27.7% |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $1,213,000 | +36.0% | 9,616 | +2.2% | 0.54% | +19.4% |
| INTC | Buy | INTEL CORP | $1,208,000 | +12.6% | 20,194 | +1.8% | 0.53% | -1.1% |
| AMZN | Buy | AMAZON COM INC | $1,197,000 | +43.2% | 434 | +1.2% | 0.53% | +25.7% |
| WMT | Buy | WALMART INC | $1,147,000 | +7.1% | 9,575 | +1.6% | 0.51% | -5.9% |
| A | Buy | AGILENT TECHNOLOGIES INC | $1,138,000 | +25.3% | 12,880 | +1.6% | 0.50% | +10.1% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $1,132,000 | +22.5% | 9,373 | +12.5% | 0.50% | +7.7% |
| CMI | Buy | CUMMINS INC | $1,130,000 | +37.5% | 6,522 | +7.3% | 0.50% | +20.8% |
| CSCO | Sell | CISCO SYS INC | $1,108,000 | +10.8% | 23,764 | -6.6% | 0.49% | -2.6% |
| ABC | New | AMERISOURCEBERGEN CORP | $1,083,000 | – | 10,743 | +100.0% | 0.48% | – |
| ETFC | Buy | E TRADE FINANCIAL CORP | $1,059,000 | +49.4% | 21,298 | +3.1% | 0.47% | +31.1% |
| MMM | Buy | 3M CO | $1,053,000 | +16.7% | 6,751 | +2.1% | 0.47% | +2.6% |
| VTEB | VANGUARD MUN BD FDStax exempt bd | $1,033,000 | +2.3% | 19,085 | 0.0% | 0.46% | -10.0% | |
| FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $985,000 | +5.3% | 17,900 | +3.5% | 0.44% | -7.2% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $985,000 | +37.0% | 5,628 | +12.2% | 0.44% | +20.4% |
| DGRO | ISHARES TRcore div grwth | $977,000 | +15.3% | 25,985 | 0.0% | 0.43% | +1.4% | |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $974,000 | +4.2% | 22,978 | +12.5% | 0.43% | -8.3% |
| AMAT | Buy | APPLIED MATLS INC | $953,000 | +36.9% | 15,771 | +3.8% | 0.42% | +20.3% |
| MRK | Sell | MERCK & CO. INC | $949,000 | -0.7% | 12,276 | -1.2% | 0.42% | -12.7% |
| CWB | Sell | SPDR SER TRblmbrg brc cnvrt | $945,000 | +21.3% | 15,625 | -4.0% | 0.42% | +6.6% |
| IWR | ISHARES TRrus mid cap etf | $938,000 | +24.2% | 17,495 | 0.0% | 0.42% | +9.2% | |
| NTAP | Buy | NETAPP INC | $939,000 | +26.4% | 21,160 | +18.7% | 0.42% | +11.0% |
| RS | Buy | RELIANCE STEEL & ALUMINUM CO | $932,000 | +13.7% | 9,823 | +5.0% | 0.41% | -0.2% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $918,000 | +12.6% | 18,671 | +2.9% | 0.41% | -1.0% |
| ZEN | ZENDESK INC | $904,000 | +38.4% | 10,207 | 0.0% | 0.40% | +21.6% | |
| V | Buy | VISA INC | $902,000 | +56.6% | 4,669 | +30.5% | 0.40% | +37.6% |
| K | Buy | KELLOGG CO | $895,000 | +14.9% | 13,552 | +4.4% | 0.40% | +1.0% |
| HPQ | Buy | HP INC | $873,000 | +7.4% | 50,083 | +7.0% | 0.39% | -5.6% |
| EMR | Buy | EMERSON ELEC CO | $868,000 | +31.3% | 13,994 | +0.9% | 0.38% | +15.3% |
| MILN | Sell | GLOBAL X FDSmill themc etf | $853,000 | +26.6% | 30,882 | -8.4% | 0.38% | +11.2% |
| INGR | Buy | INGREDION INC | $847,000 | +10.7% | 10,207 | +0.8% | 0.38% | -2.6% |
| FAF | Buy | FIRST AMERN FINL CORP | $844,000 | +19.4% | 17,571 | +5.4% | 0.37% | +4.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $833,000 | +11.4% | 8,857 | +6.7% | 0.37% | -2.1% |
| EXC | Buy | EXELON CORP | $818,000 | +1.4% | 22,542 | +2.8% | 0.36% | -10.8% |
| SJM | Sell | SMUCKER J M CO | $811,000 | -7.5% | 7,662 | -3.0% | 0.36% | -18.6% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $801,000 | -33.3% | 2,597 | -44.3% | 0.35% | -41.4% |
| PETQ | Sell | PETIQ INC | $801,000 | +34.8% | 23,000 | -10.1% | 0.35% | +18.4% |
| SHM | SPDR SER TRnuveen blmbrg sr | $768,000 | +2.0% | 15,400 | 0.0% | 0.34% | -10.3% | |
| DEO | DIAGEO P L Cspon adr new | $769,000 | +5.6% | 5,724 | 0.0% | 0.34% | -7.1% | |
| DVY | Sell | ISHARES TRselect divid etf | $758,000 | +5.7% | 9,395 | -3.7% | 0.34% | -7.2% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $756,000 | +17.0% | 19,397 | +3.2% | 0.33% | +2.8% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $747,000 | +24.1% | 9,037 | +18.7% | 0.33% | +8.9% |
| HSY | Buy | HERSHEY CO | $729,000 | +19.5% | 5,625 | +22.1% | 0.32% | +4.9% |
| WMB | Buy | WILLIAMS COS INC | $713,000 | +59.5% | 37,465 | +18.7% | 0.32% | +40.0% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $708,000 | -10.7% | 7,073 | -21.0% | 0.31% | -21.6% |
| MDYV | Buy | SPDR SER TRs&p 400 mdcp val | $693,000 | +26.9% | 16,250 | +5.0% | 0.31% | +11.3% |
| SHYD | Sell | VANECK VECTORS ETF TRshort high yield | $607,000 | -2.3% | 25,479 | -7.6% | 0.27% | -14.1% |
| T | Sell | AT&T INC | $595,000 | -53.0% | 19,681 | -54.7% | 0.26% | -58.7% |
| HIG | Buy | HARTFORD FINL SVCS GROUP INC | $586,000 | +21.1% | 15,207 | +10.7% | 0.26% | +6.1% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $573,000 | +26.5% | 3,279 | +2.8% | 0.25% | +11.0% |
| NKE | Buy | NIKE INCcl b | $564,000 | +21.8% | 5,751 | +2.8% | 0.25% | +6.9% |
| IWM | ISHARES TRrussell 2000 etf | $564,000 | +25.1% | 3,941 | 0.0% | 0.25% | +9.7% | |
| MDYG | Buy | SPDR SER TRs&p 400 mdcp grw | $564,000 | +37.6% | 10,489 | +9.5% | 0.25% | +20.9% |
| BRKA | New | BERKSHIRE HATHAWAY INC DELcl a | $535,000 | – | 2 | +100.0% | 0.24% | – |
| MMC | Buy | MARSH & MCLENNAN COS INC | $497,000 | +25.8% | 4,629 | +1.3% | 0.22% | +10.6% |
| ORCL | ORACLE CORP | $487,000 | +14.3% | 8,816 | 0.0% | 0.22% | +0.5% | |
| IWD | ISHARES TRrus 1000 val etf | $480,000 | +13.5% | 4,263 | 0.0% | 0.21% | -0.5% | |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $450,000 | – | 1,819 | +100.0% | 0.20% | – |
| SUB | ISHARES TRshrt nat mun etf | $434,000 | +1.4% | 4,028 | 0.0% | 0.19% | -10.7% | |
| VNQ | VANGUARD INDEX FDSreal estate etf | $414,000 | +12.5% | 5,275 | 0.0% | 0.18% | -1.1% | |
| ILMN | ILLUMINA INC | $413,000 | +35.4% | 1,115 | 0.0% | 0.18% | +19.6% | |
| PM | Buy | PHILIP MORRIS INTL INC | $400,000 | -3.6% | 5,708 | +0.3% | 0.18% | -15.3% |
| XOM | New | EXXON MOBIL CORP | $397,000 | – | 8,887 | +100.0% | 0.18% | – |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $388,000 | +27.6% | 7,893 | +5.9% | 0.17% | +12.4% |
| GOOG | ALPHABET INCcap stk cl c | $385,000 | +21.8% | 272 | 0.0% | 0.17% | +6.9% | |
| AOM | Buy | ISHARES TRmodert alloc etf | $384,000 | +9.7% | 9,629 | +1.0% | 0.17% | -3.4% |
| CSD | INVESCO EXCHANGE TRADED FD Ts&p spin off | $377,000 | +32.3% | 10,000 | 0.0% | 0.17% | +16.8% | |
| CRM | Sell | SALESFORCE COM INC | $376,000 | +7.1% | 2,009 | -17.5% | 0.17% | -6.2% |
| LQD | New | ISHARES TRiboxx inv cp etf | $372,000 | – | 2,767 | +100.0% | 0.16% | – |
| IEZ | Sell | ISHARES TRus oil eq&sv etf | $363,000 | +37.5% | 42,173 | -5.0% | 0.16% | +21.1% |
| PHYS | New | SPROTT PHYSICAL GOLD TRunit | $358,000 | – | 25,000 | +100.0% | 0.16% | – |
| KO | Buy | COCA COLA CO | $356,000 | +59.6% | 7,975 | +58.0% | 0.16% | +40.2% |
| WORK | Sell | SLACK TECHNOLOGIES INC | $345,000 | -20.1% | 11,082 | -31.1% | 0.15% | -29.5% |
| JNJ | Sell | JOHNSON & JOHNSON | $329,000 | -2.1% | 2,339 | -8.8% | 0.14% | -14.2% |
| YUM | Buy | YUM BRANDS INC | $323,000 | +38.0% | 3,720 | +9.1% | 0.14% | +21.2% |
| NVS | Sell | NOVARTIS AGsponsored adr | $319,000 | +4.6% | 3,653 | -1.2% | 0.14% | -7.8% |
| HYD | VANECK VECTORS ETF TRhigh yld mun etf | $315,000 | +13.3% | 5,310 | 0.0% | 0.14% | -0.7% | |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $314,000 | +3.3% | 2,677 | -9.0% | 0.14% | -9.2% |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $301,000 | +29.7% | 5,305 | +5.6% | 0.13% | +13.7% |
| AJG | GALLAGHER ARTHUR J & CO | $296,000 | +19.8% | 3,034 | 0.0% | 0.13% | +5.6% | |
| BRO | New | BROWN & BROWN INC | $292,000 | – | 7,166 | +100.0% | 0.13% | – |
| LMT | LOCKHEED MARTIN CORP | $284,000 | +7.6% | 779 | 0.0% | 0.13% | -5.3% | |
| PEP | PEPSICO INC | $283,000 | +10.1% | 2,137 | 0.0% | 0.12% | -3.1% | |
| SJNK | Sell | SPDR SER TRbloomberg srt tr | $273,000 | +5.0% | 10,850 | -1.8% | 0.12% | -7.6% |
| PFE | Sell | PFIZER INC | $271,000 | -6.6% | 8,273 | -6.8% | 0.12% | -17.8% |
| AOR | Sell | ISHARES TRgrwt allocat etf | $252,000 | +6.8% | 5,434 | -4.8% | 0.11% | -6.7% |
| SYY | New | SYSCO CORP | $239,000 | – | 4,369 | +100.0% | 0.11% | – |
| CL | New | COLGATE PALMOLIVE CO | $240,000 | – | 3,282 | +100.0% | 0.11% | – |
| LLY | New | LILLY ELI & CO | $237,000 | – | 1,443 | +100.0% | 0.10% | – |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $232,000 | – | 4,864 | +100.0% | 0.10% | – |
| EFA | Sell | ISHARES TRmsci eafe etf | $228,000 | -18.9% | 3,743 | -28.8% | 0.10% | -28.4% |
| PFPT | PROOFPOINT INC | $222,000 | +8.3% | 2,000 | 0.0% | 0.10% | -4.9% | |
| BA | New | BOEING CO | $214,000 | – | 1,170 | +100.0% | 0.10% | – |
| MKC | New | MCCORMICK & CO INC | $206,000 | – | 1,150 | +100.0% | 0.09% | – |
| LUMN | New | CENTURYLINK INC | $131,000 | – | 13,026 | +100.0% | 0.06% | – |
| AOD | New | ABERDEEN TOTAL DYNAMIC DIVD | $97,000 | – | 12,564 | +100.0% | 0.04% | – |
| BDJ | New | BLACKROCK ENHANCED EQUITY DI | $77,000 | – | 10,432 | +100.0% | 0.03% | – |
| MMM | 3M COput | $0 | -100.0% | 100 | 0.0% | 0.00% | -100.0% | |
| HD | Sell | HOME DEPOT INCput | $1,000 | -87.5% | 300 | -25.0% | 0.00% | -100.0% |
| JNJ | JOHNSON & JOHNSONput | $1,000 | -50.0% | 200 | 0.0% | 0.00% | -100.0% | |
| CHK | Exit | CHESAPEAKE ENERGY CORP | $0 | – | -10,100 | -100.0% | -0.00% | – |
| EXG | Exit | EATON VANCE TAX-MANAGED GLOB | $0 | – | -10,655 | -100.0% | -0.03% | – |
| PTLA | Exit | PORTOLA PHARMACEUTICALS INC | $0 | – | -10,435 | -100.0% | -0.04% | – |
| OIL | Exit | BARCLAYS BANK PLCipath b s&p etn | $0 | – | -20,000 | -100.0% | -0.04% | – |
| BXMX | Exit | NUVEEN S&P 500 BUY-WRITE INC | $0 | – | -12,793 | -100.0% | -0.06% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -7,467 | -100.0% | -0.11% | – |
| BNDX | Exit | VANGUARD CHARLOTTE FDSintl bd idx etf | $0 | – | -3,881 | -100.0% | -0.11% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -7,587 | -100.0% | -0.11% | – |
| MINT | Exit | PIMCO ETF TRenhan shrt ma ac | $0 | – | -2,500 | -100.0% | -0.12% | – |
| HBI | Exit | HANESBRANDS INC | $0 | – | -40,950 | -100.0% | -0.16% | – |
| HCA | Exit | HCA HEALTHCARE INC | $0 | – | -4,373 | -100.0% | -0.20% | – |
| HYMB | Exit | SPDR SER TRnuveen bbg brcly | $0 | – | -8,628 | -100.0% | -0.24% | – |
| XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -10,527 | -100.0% | -0.29% | – |
| PCEF | Exit | INVESCO EXCHANGE-TRADED FD T | $0 | – | -34,561 | -100.0% | -0.30% | – |
| OMC | Exit | OMNICOM GROUP INC | $0 | – | -12,225 | -100.0% | -0.34% | – |
| ALB | Exit | ALBEMARLE CORP | $0 | – | -12,467 | -100.0% | -0.35% | – |
| ASHR | Exit | DBX ETF TRxtrack hrvst csi | $0 | – | -34,324 | -100.0% | -0.45% | – |
| MTUM | Exit | ISHARES TRusa momentum fct | $0 | – | -9,123 | -100.0% | -0.49% | – |
| TWLO | Exit | TWILIO INCcl a | $0 | – | -12,000 | -100.0% | -0.54% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-17
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.