Occidental Asset Management, LLC
Q4 2024 13F Holdings
- Locationburlingame, CA
- Num holdings
219
- Value ($000)
$640,711
- Date Filed01/14/2025
- Form type13F-HR
- CIK0001770994
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVDA NVIDIA CORPORATION | COM | 67066G104 | $40.01M | 6 % | 297,962 | ||
AAPL APPLE INC | COM | 037833100 | $37.08M | 6 % | 148,084 | ||
KRE SPDR SER TR | PORTFOLIO INTRMD | 78464A375 | $23.10M | 4 % | 705,092 | ||
SPSB SPDR SER TR | PORTFOLIO SHORT | 78464A474 | $19.39M | 3 % | 649,321 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $18.43M | 3 % | 43,714 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $17.34M | 3 % | 43,185 | ||
HYG ISHARES TR | IBOXX HI YD ETF | 464288513 | $16.51M | 3 % | 209,874 | ||
BNDC FLEXSHARES TR | CRE SLCT BD FD | 33939L670 | $16.49M | 3 % | 758,738 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $16.05M | 3 % | 357,644 | ||
FLOT ISHARES TR | FLTG RATE NT ETF | 46429B655 | $14.54M | 2 % | 285,683 |
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