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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 (2016Q4)
Original 13F HR (0001214659-19-003504) filed in 2019.05.15
#
Name
Shares
Value ($)
%
Options
Notes
51 ISHARES TR 5,800 335 0.24%
52 PFIZER INC 10,575 343 0.25%
53 GILEAD SCIENCES INC 4,788 343 0.25%
54 VANGUARD BD INDEX FDS 4,274 345 0.25%
55 VALERO ENERGY CORP NEW 5,065 346 0.25%
56 BROADRIDGE FINL SOLUTIONS IN 5,298 351 0.25%
57 JOHNSON & JOHNSON 3,068 353 0.25%
58 PHILIP MORRIS INTL INC 3,871 354 0.25%
59 ISHARES TR 7,122 361 0.26%
60 EXXON MOBIL CORP 3,996 361 0.26%
61 QUALCOMM INC 5,533 361 0.26%
62 PIMCO ETF TR 6,900 362 0.26%
63 SCHWAB US DIVIDEND EQUITY ETF 8,384 365 0.26%
64 GENERAL MLS INC 5,947 367 0.26%
65 HP INC 25,013 371 0.27%
66 NOVARTIS A G 5,107 372 0.27%
67 HOLLYFRONTIER CORP 11,361 372 0.27%
68 VANGUARD MUN BD FDS 8,100 407 0.29%
69 ISHARES TR 4,028 423 0.30%
70 VANECK VECTORS ETF TR 14,926 443 0.32%
71 TARGET CORP 6,291 454 0.33%
72 VANGUARD INTL EQUITY INDEX F 10,479 463 0.33%
73 SELECT SECTOR SPDR TR 7,438 463 0.33%
74 GENERAL ELECTRIC CO 14,927 472 0.34%
75 VANECK VECTORS ETF TR 19,850 472 0.34%
76 ORACLE CORP 12,321 474 0.34%
77 SPDR SERIES TRUST 8,628 483 0.35%
78 WELLS FARGO & CO NEW 8,963 494 0.36%
79 ISHARES TR 3,775 509 0.37%
80 HOME DEPOT INC 3,872 519 0.37%
81 ISHARES TR 4,709 528 0.38%
82 SPDR S&P 500 ETF TR 2,434 544 0.39%
83 INTEL CORP 15,672 568 0.41%
84 INTERNATIONAL BUSINESS MACHS 3,532 586 0.42%
85 ISHARES TR 19,610 677 0.49%
86 BRISTOL MYERS SQUIBB CO 12,319 720 0.52%
87 ISHARES TR 4,057 726 0.52%
88 ISHARES TR 25,300 731 0.53%
89 SELECT SECTOR SPDR TR 9,060 737 0.53%
90 AT&T INC 17,723 754 0.54%
91 MERCK & CO INC 13,059 769 0.55%
92 VANGUARD SPECIALIZED FUNDS 9,182 782 0.56%
93 ISHARES TR 7,360 796 0.57%
94 NVIDIA CORPORATION 7,563 807 0.58%
95 CHURCH & DWIGHT 18,312 809 0.58%
96 DIAGEO P L C 7,780 809 0.58%
97 VERIZON COMMUNICATIONS INC 19,694 1,051 0.76%
98 BERKSHIRE HATHAWAY INC DEL 6,659 1,085 0.78%
99 CLAYMORE EXCHANGE TRD FD TR 26,153 1,136 0.82%
100 SPDR SER TR 25,069 1,144 0.82%
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