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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 (2016Q2)
Original 13F HR (0001214659-19-003500) filed in 2019.05.15
#
Name
Shares
Value ($)
%
Options
Notes
51 SELECT SECTOR SPDR TR 14,227 617 0.54%
52 SPDR S&P 500 ETF TR 3,036 636 0.56%
53 ISHARES TR 25,300 690 0.60%
54 MERCK & CO INC 13,229 762 0.67%
55 VERIZON COMMUNICATIONS INC 14,886 831 0.73%
56 ISHARES TR 7,241 833 0.73%
57 SELECT SECTOR SPDR TR 11,265 879 0.77%
58 VANECK VECTORS ETF T 30,383 889 0.78%
59 ISHARES TR 16,033 895 0.78%
60 BRISTOL MYERS SQUIBB CO 12,319 906 0.79%
61 FIRST TR EXCHANGE TRADED FD 15,505 914 0.80%
62 MICROSOFT CORP 17,866 914 0.80%
63 DIAGEO P L C 8,117 916 0.80%
64 ISHARES TR 7,991 934 0.82%
65 SELECT SECTOR SPDR TR 17,361 957 0.84%
66 CHURCH & DWIGHT 9,430 970 0.85%
67 ISHARES TR 9,466 977 0.85%
68 SPDR SER TR 22,450 984 0.86%
69 WISDOMTREE TR 51,120 1,032 0.90%
70 ISHARES RUSSELL 2000 GROWTH ETF 7,877 1,081 0.95%
71 BERKSHIRE HATHAWAY INC DEL 7,825 1,133 0.99%
72 ISHARES TR 6,827 1,148 1.00%
73 ISHARES TR 9,709 1,247 1.09%
74 APPLE INC 13,170 1,259 1.10%
75 VANGUARD INTL EQUITY INDEX F 37,126 1,308 1.14%
76 JPMORGAN CHASE & CO 42,027 1,337 1.17%
77 VANGUARD INDEX FDS 17,122 1,518 1.33%
78 CLAYMORE EXCHANGE TRD FD TR 39,035 1,540 1.35%
79 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 20,216 1,712 1.50%
80 ISHARES TR 13,986 1,717 1.50%
81 POWERSHARES ETF TR II 63,088 1,866 1.63%
82 ISHARES TR 68,188 1,952 1.71%
83 ISHARES TR 23,049 2,141 1.87%
84 POWERSHARES ETF TR II 78,781 2,165 1.89%
85 SPDR SER TR 102,041 2,754 2.41%
86 ISHARES TR 33,312 3,117 2.73%
87 POWERSHARES ETF TRUST II 141,836 3,258 2.85%
88 SPDR SER TR 39,026 3,275 2.86%
89 ISHARES TR 85,042 3,392 2.97%
90 ISHARES TR 36,450 3,658 3.20%
91 ISHARES TR 50,846 3,777 3.30%
92 SSGA ACTIVE ETF TR 81,330 4,060 3.55%
93 ISHARES TR 48,648 4,149 3.63%
94 PIMCO ETF TR 41,764 4,484 3.92%
95 VANGUARD SCOTTSDALE FDS 55,556 4,491 3.93%
96 FACEBOOK INC 161,852 18,496 16.17%
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