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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 (2016Q3)
Original 13F HR (0001214659-19-003502) filed in 2019.05.15
#
Name
Shares
Value ($)
%
Options
Notes
1 ANHEUSER BUSCH INBEV SA/NV 2,546 335 0.27%
2 APPLE INC 13,299 1,503 1.22%
3 AT&T INC 12,899 524 0.43%
4 BERKSHIRE HATHAWAY INC DEL 7,745 1,119 0.91%
5 BLACKROCK ENHANCED EQT DIV T 13,308 105 0.09%
6 BRISTOL MYERS SQUIBB CO 12,319 664 0.54%
7 BROADRIDGE FINL SOLUTIONS IN 4,026 273 0.22%
8 CHURCH & DWIGHT 18,861 904 0.74%
9 CISCO SYS INC 8,988 285 0.23%
10 CLAYMORE EXCHANGE TRD FD TR 38,819 1,665 1.36%
11 COCA COLA CO 4,913 208 0.17%
12 CONOCOPHILLIPS 4,591 200 0.16%
13 DIAGEO P L C 8,213 953 0.78%
14 EXXON MOBIL CORP 3,996 349 0.28%
15 FACEBOOK INC 152,343 19,541 15.92%
16 FIRST TR EXCHANGE TRADED FD 15,054 916 0.75%
17 GENERAL ELECTRIC CO 11,334 336 0.27%
18 GENERAL MLS INC 3,572 228 0.19%
19 HEMISPHERX BIOPHARMA INC 15,834 20 0.02%
20 HERSHEY CO 2,265 217 0.18%
21 HOME DEPOT INC 2,891 372 0.30%
22 HP INC 17,111 266 0.22%
23 INGREDION INC 1,988 265 0.22%
24 INTEL CORP 15,672 592 0.48%
25 INTERNATIONAL BUSINESS MACHS 3,021 480 0.39%
26 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 21,233 1,853 1.51%
27 ISHARES RUSSELL 2000 GROWTH ETF 11,585 1,725 1.41%
28 ISHARES TR 25,300 699 0.57%
29 ISHARES TR 14,595 1,798 1.47%
30 ISHARES TR 93,120 3,678 3.00%
31 ISHARES TR 4,076 478 0.39%
32 ISHARES TR 7,984 472 0.38%
33 ISHARES TR 40,835 3,976 3.24%
34 ISHARES TR 48,021 4,115 3.35%
35 ISHARES TR 29,247 2,777 2.26%
36 ISHARES TR 80,806 2,423 1.97%
37 ISHARES TR 4,223 525 0.43%
38 ISHARES TR 36,717 3,825 3.12%
39 ISHARES TR 12,057 452 0.37%
40 ISHARES TR 4,376 763 0.62%
41 ISHARES TR 4,884 516 0.42%
42 ISHARES TR 10,067 1,380 1.12%
43 ISHARES TR 10,941 1,366 1.11%
44 ISHARES TR 2,313 261 0.21%
45 ISHARES TR 56,524 4,339 3.54%
46 ISHARES TR 4,028 427 0.35%
47 JANUS CAP GROUP INC 14,023 196 0.16%
48 JOHNSON & JOHNSON 3,913 462 0.38%
49 JPMORGAN CHASE & CO 47,463 1,495 1.22%
50 MATEON THERAPEUTICS INC 10,000 6 0.00%
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