Occidental Asset Management, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationburlingame, CA
- CIK0001770994
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
253 | $662.42 M | NVDA, AAPL, FLOT, SPSB | 13F-HR | May 15, 2025 | 000121465925007758 | ||
219 | $640.71 M | NVDA, AAPL, KRE, SPSB | 13F-HR | Jan 14, 2025 | 000121465925000577 | ||
220 | $619.83 M | NVDA, AAPL, KRE, SPSB | 13F-HR | Oct 15, 2024 | 000121465924017492 | ||
207 | $569.84 M | NVDA, AAPL, KRE, SPSB | 13F-HR | Jul 15, 2024 | 000121465924012393 | ||
202 | $535.03 M | NVDA, AAPL, KRE, IWF | 13F-HR | Apr 16, 2024 | 000121465924006911 | ||
208 | $482.22 M | AAPL, KRE, BNDC, IWF | 13F-HR | Jan 19, 2024 | 000121465924000945 | ||
201 | $431.96 M | AAPL, BNDC, KRE, FBND | 13F-HR | Oct 18, 2023 | 000121465923013611 | ||
215 | $441.52 M | AAPL, IWF, BNDC, KRE | 13F-HR | Jul 12, 2023 | 000121465923009500 | ||
205 | $400.85 M | AAPL, SPSB, IWF, KRE | 13F-HR | May 11, 2023 | 000121465923006769 | ||
206 | $366.72 M | KRE, SPSB, AAPL, HYG | 13F-HR | Jan 24, 2023 | 000121465923001008 | ||
180 | $333.53 M | KRE, SPSB, AAPL, IWF | 13F-HR | Nov 8, 2022 | 000121465922013255 | ||
179 | $337.30 M | KRE, SPSB, AAPL, IWF | 13F-HR | Jul 18, 2022 | 000121465922008949 | ||
189 | $391.04 M | KRE, SPSB, AAPL, BOND | 13F-HR | May 4, 2022 | 000121465922006286 | ||
209 | $420.96 M | SPSB, KRE, IWF, BOND | 13F-HR | Feb 1, 2022 | 000121465922001531 | ||
205 | $385.57 M | SPSB, KRE, BOND, IWF | 13F-HR | Nov 3, 2021 | 000121465921011091 | ||
202 | $376.19 M | SPSB, KRE, BOND, IWF | 13F-HR | Aug 17, 2021 | 000121465921008717 | ||
187 | $336.49 M | SPSB, KRE, BOND, IWF | 13F-HR | May 6, 2021 | 000121465921004981 | ||
166 | $301.75 M | SPSB, KRE, BOND, TOTL | 13F-HR | Jan 28, 2021 | 000121465921000887 | ||
143 | $240.18 M | SPSB, KRE, BOND, TOTL | 13F-HR | Nov 10, 2020 | 000121465920009266 | ||
141 | $226.13 M | SPSB, KRE, BOND, TOTL | 13F-HR | Jul 17, 2020 | 000121465920006375 | ||
141 | $198.76 M | SPSB, KRE, TOTL, KRE | 13F-HR | Apr 23, 2020 | 000121465920003640 | ||
152 | $245.31 M | SPSB, KRE, EMB, NEAR | 13F-HR | Jan 16, 2020 | 000121465920000357 | ||
144 | $238.66 M | META, SPSB, KRE, NEAR | 13F-HR | Oct 17, 2019 | 000121465919006526 | ||
144 | $222.13 M | META, SPSB, KRE, NEAR | 13F-HR | Aug 2, 2019 | 000121465919004921 | ||
144 | $207.97 M | META, SPSB, KRE, KRE | 13F-HR | May 15, 2019 | 000121465919003506 | ||
137 | $176.90 M | META, SPSB, KRE, KRE | 13F-HR | Mar 19, 2019 | 000121465919002205 | ||
156 | $200.43 M | META, SPSB, IWF, KRE | 13F-HR | Mar 19, 2019 | 000121465919002204 | ||
149 | $187.36 M | META, TOTL, IWF, BOND | 13F-HR | Mar 19, 2019 | 000121465919002203 | ||
143 | $185.47 M | META, TOTL, BOND, IWF | RESTATEMENT | Mar 20, 2019 | 000121465919002219 | ||
145 | $192.56 M | META, TOTL, BOND, IWF | 13F-HR | Mar 19, 2019 | 000121465919002201 | ||
136 | $180.94 M | META, TOTL, BOND, IWF | 13F-HR | Mar 19, 2019 | 000121465919002200 | ||
137 | $167.12 M | META, TOTL, BOND, IWF | 13F-HR | Mar 19, 2019 | 000121465919002199 | ||
126 | $150.94 M | META, TOTL, BOND, IWF | 13F-HR | Mar 19, 2019 | 000121465919002198 | ||
129 | $138.94 M | META, TOTL, BOND, VCSH | 13F-HR | May 15, 2019 | 000121465919003504 | ||
94 | $122.71 M | META, BOND, TOTL, VCSH | 13F-HR | May 15, 2019 | 000121465919003502 | ||
96 | $114.35 M | META, VCSH, BOND, DVY | 13F-HR | May 15, 2019 | 000121465919003500 | ||
76 | $82.91 M | META, IWP, VCSH, BOND | 13F-HR | May 15, 2019 | 000121465919003498 | ||
66 | $78.18 M | META, POWERSHARES ETF TRUST II, IWP, VCSH | 13F-HR | Jun 17, 2019 | 000121465919004229 | ||
65 | $71.40 M | META, POWERSHARES ETF TRUST II, VCSH, BOND | 13F-HR | Jun 17, 2019 | 000121465919004228 | ||
64 | $74.61 M | META, POWERSHARES ETF TRUST II, VCSH, IWS | 13F-HR | Jun 17, 2019 | 000121465919004227 | ||
63 | $80.04 M | META, POWERSHARES ETF TRUST II, VCSH, ZEN | 13F-HR | Jun 17, 2019 | 000121465919004226 | ||
60 | $65.65 M | META, ZEN, POWERSHARES ETF TRUST II, VCSH | 13F-HR | Jun 17, 2019 | 000121465919004225 | ||
54 | $61.39 M | META, POWERSHARES ETF TRUST II, VCSH, KRE | 13F-HR | Jun 17, 2019 | 000121465919004224 | ||
54 | $58.39 M | META, POWERSHARES ETF TRUST II, KRE, VCSH | 13F-HR | Jun 17, 2019 | 000121465919004223 | ||
54 | $56.04 M | META, POWERSHARES ETF TRUST II, PFF, BOND | 13F-HR | Jun 17, 2019 | 000121465919004222 |