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Institutional Investment Manager
Occidental Asset Management, LLC
Occidental Asset Management, LLC (CIK: 0001770994) incorporated in Delaware, located at 301 California Dr. #9, Burlingame, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q3)
Portfolio Summary: 65 holdings with a total value of $71,403,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 TARGET CORP 3,612 284,000 0.40%
52 ISHARES TR 10,000 281,000 0.39%
53 AT&T INC 8,613 281,000 0.39%
54 GENERAL ELECTRIC CO 9,653 243,000 0.34%
55 JOHNSON & JOHNSON 2,600 243,000 0.34%
56 HOME DEPOT INC 2,091 241,000 0.34%
57 EXXON MOBIL CORP 3,194 237,000 0.33%
58 PFIZER INC 7,921 234,000 0.33%
59 HERSHEY CO 2,365 217,000 0.30%
60 NVIDIA CORPORATION 8,576 211,000 0.30%
61 BROADRIDGE FINL SOLUTIONS IN 3,648 202,000 0.28%
62 YUM BRANDS INC 3,487 200,000 0.28%
63 SELECT SECTOR SPDR TR 4,010 200,000 0.28%
64 STEELCASE INC 10,688 197,000 0.28%
65 JANUS CAP GROUP INC 12,449 169,000 0.24%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001214659-19-004228, filed 2019.06.17).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.