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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)
Original 13F HR (0001214659-19-004228) filed in 2019.06.17
#
Name
Shares
Value ($)
%
Options
Notes
1 JANUS CAP GROUP INC 12,449 169 0.24%
2 STEELCASE INC 10,688 197 0.28%
3 YUM BRANDS INC 3,487 200 0.28%
4 SELECT SECTOR SPDR TR 4,010 200 0.28%
5 BROADRIDGE FINL SOLUTIONS IN 3,648 202 0.28%
6 NVIDIA CORPORATION 8,576 211 0.30%
7 HERSHEY CO 2,365 217 0.30%
8 PFIZER INC 7,921 234 0.33%
9 EXXON MOBIL CORP 3,194 237 0.33%
10 HOME DEPOT INC 2,091 241 0.34%
11 GENERAL ELECTRIC CO 9,653 243 0.34%
12 JOHNSON & JOHNSON 2,600 243 0.34%
13 ISHARES TR 10,000 281 0.39%
14 AT&T INC 8,613 281 0.39%
15 TARGET CORP 3,612 284 0.40%
16 INTERNATIONAL BUSINESS MACHS 2,051 297 0.42%
17 SCHWAB US DIVIDEND EQUITY ETF 8,300 298 0.42%
18 PHILIP MORRIS INTL INC 4,100 325 0.46%
19 INTEL CORP 10,990 331 0.46%
20 ISHARES 15,769 346 0.48%
21 CLAYMORE EXCHANGE TRD FD TR 9,600 366 0.51%
22 ISHARES TR 8,520 373 0.52%
23 VANGUARD BD INDEX FDS 4,574 375 0.53%
24 NOVARTIS A G 4,098 377 0.53%
25 HEMISPHERX BIOPHARMA INC 190,000 390 0.55%
26 ZENDESK INC 20,207 398 0.56%
27 ORACLE CORP 11,604 419 0.59%
28 ISHARES TR 5,167 421 0.59%
29 VANGUARD SCOTTSDALE FDS 4,930 421 0.59%
30 CHURCH & DWIGHT 10,100 424 0.59%
31 WELLS FARGO & CO NEW 9,100 467 0.65%
32 SELECT SECTOR SPDR TR 10,011 472 0.66%
33 BRISTOL MYERS SQUIBB CO 8,400 497 0.70%
34 MERCK & CO INC 11,040 545 0.76%
35 SPDR S&P 500 ETF TR 2,870 550 0.77%
36 Market Vectors Oil Services 20,245 556 0.78%
37 SPDR SER TR 12,450 557 0.78%
38 VERIZON COMMUNICATIONS INC 13,686 595 0.83%
39 MICROSOFT CORP 14,258 631 0.88%
40 VANGUARD INTL EQUITY INDEX F 20,015 662 0.93%
41 DIAGEO P L C 7,064 761 1.07%
42 WISDOMTREE TR 39,864 794 1.11%
43 VANGUARD INDEX FDS 11,797 891 1.25%
44 JPMORGAN CHASE & CO 30,045 913 1.28%
45 APPLE INC 8,952 987 1.38%
46 ISHARES RUSSELL 2000 GROWTH ETF 7,494 1,004 1.41%
47 ISHARES TR 9,821 1,029 1.44%
48 ISHARES TR MSCI UTD KNGDM 32,975 1,081 1.51%
49 ISHARES TR 9,946 1,155 1.62%
50 BERKSHIRE HATHAWAY INC DEL 8,875 1,157 1.62%
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