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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 (2015Q4)
Original 13F HR (0001214659-19-004229) filed in 2019.06.17
#
Name
Shares
Value ($)
%
Options
Notes
1 STEELCASE INC 10,688 159 0.20%
2 JANUS CAP GROUP INC 12,449 175 0.22%
3 HEMISPHERX BIOPHARMA INC 190,000 184 0.24%
4 HERSHEY CO 2,365 211 0.27%
5 SELECT SECTOR SPDR TR 4,010 213 0.27%
6 QUEST DIAGNOSTICS INC 3,143 223 0.29%
7 EXXON MOBIL CORP 3,194 249 0.32%
8 JOHNSON & JOHNSON 2,470 254 0.32%
9 PFIZER INC 7,921 256 0.33%
10 TARGET CORP 3,612 262 0.34%
11 HOME DEPOT INC 2,091 277 0.35%
12 INTERNATIONAL BUSINESS MACHS 2,051 282 0.36%
13 NVIDIA CORPORATION 8,576 283 0.36%
14 ISHARES TR 10,000 287 0.37%
15 AT&T INC 8,613 296 0.38%
16 GENERAL ELECTRIC CO 9,653 301 0.39%
17 ISHARES 14,913 308 0.39%
18 SCHWAB US DIVIDEND EQUITY ETF 8,300 320 0.41%
19 FIRST TR EXCHANGE TRADED FD 5,547 335 0.43%
20 NOVARTIS A G 4,098 353 0.45%
21 PHILIP MORRIS INTL INC 4,100 360 0.46%
22 VANGUARD BD INDEX FDS 4,574 369 0.47%
23 INTEL CORP 10,890 375 0.48%
24 CHURCH & DWIGHT 9,225 392 0.50%
25 VANGUARD SCOTTSDALE FDS 4,930 415 0.53%
26 ORACLE CORP 11,604 424 0.54%
27 SELECT SECTOR SPDR TR 5,452 426 0.54%
28 ISHARES TR 9,794 437 0.56%
29 CLAYMORE EXCHANGE TRD FD TR 11,900 457 0.58%
30 WELLS FARGO & CO NEW 9,100 495 0.63%
31 SELECT SECTOR SPDR TR 10,011 505 0.65%
32 ISHARES TR 5,631 506 0.65%
33 ZENDESK INC 20,207 534 0.68%
34 SPDR SER TR 12,450 539 0.69%
35 Market Vectors Oil Services 20,907 553 0.71%
36 BRISTOL MYERS SQUIBB CO 8,300 571 0.73%
37 SPDR S&P 500 ETF TR 3,010 614 0.79%
38 VERIZON COMMUNICATIONS INC 13,586 628 0.80%
39 MERCK & CO INC 10,840 638 0.82%
40 VANGUARD INTL EQUITY INDEX F 19,498 638 0.82%
41 DIAGEO P L C 6,894 752 0.96%
42 WISDOMTREE TR 41,676 786 1.01%
43 MICROSOFT CORP 15,094 837 1.07%
44 JPMORGAN CHASE & CO 31,854 951 1.22%
45 APPLE INC 9,197 968 1.24%
46 VANGUARD INDEX FDS 12,506 997 1.28%
47 BERKSHIRE HATHAWAY INC DEL 8,300 1,096 1.40%
48 ISHARES TR MSCI UTD KNGDM 34,484 1,113 1.42%
49 ISHARES RUSSELL 2000 GROWTH ETF 8,071 1,124 1.44%
50 ISHARES TR 9,946 1,134 1.45%
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