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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 (2017Q1)
Original 13F HR (0001214659-19-002198) filed in 2019.03.19
#
Name
Shares
Value ($)
%
Options
Notes
51 WELLS FARGO & CO NEW 8,963 499 0.33%
52 SPDR SERIES TRUST 8,628 488 0.32%
53 VANECK VECTORS ETF TR 15,849 485 0.32%
54 HP INC 25,939 464 0.31%
55 PORTOLA PHARMACEUTICALS INC 11,350 445 0.29%
56 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 5,031 442 0.29%
57 PHILIP MORRIS INTL INC 3,871 437 0.29%
58 BROADRIDGE FINL SOLUTIONS IN 6,314 429 0.28%
59 ISHARES TR 4,028 425 0.28%
60 VANGUARD MUN BD FDS 8,100 410 0.27%
61 ISHARES TR 3,576 407 0.27%
62 VALERO ENERGY CORP NEW 6,135 407 0.27%
63 HOLLYFRONTIER CORP 13,589 385 0.26%
64 VANGUARD SCOTTSDALE FDS 4,415 381 0.25%
65 ISHARES TR 6,097 380 0.25%
66 JOHNSON & JOHNSON 3,028 377 0.25%
67 VANGUARD BD INDEX FDS 4,630 375 0.25%
68 PROGRESSIVE CORP OHIO 9,572 375 0.25%
69 SCHWAB US DIVIDEND EQUITY ETF 8,385 374 0.25%
70 JANUS CAP GROUP INC 28,149 372 0.25%
71 QUALCOMM INC 6,428 369 0.24%
72 PIMCO ETF TR 6,900 365 0.24%
73 NOVARTIS A G 4,882 363 0.24%
74 ISHARES TR 7,122 362 0.24%
75 PFIZER INC 10,575 362 0.24%
76 GILEAD SCIENCES INC 5,310 361 0.24%
77 SPDR SER TR 7,151 346 0.23%
78 EXXON MOBIL CORP 4,036 331 0.22%
79 EATON VANCE CORP 7,301 328 0.22%
80 EXELON CORP 8,715 314 0.21%
81 DOVER CORP 3,885 312 0.21%
82 DOW CHEM CO 4,878 310 0.21%
83 PUBLIC SVC ENTERPRISE GRP IN 6,915 307 0.20%
84 YUM BRANDS INC 4,790 306 0.20%
85 CISCO SYS INC 9,042 306 0.20%
86 TARGET CORP 5,500 304 0.20%
87 FEDERATED HERMES INC CL B 11,400 300 0.20%
88 CUMMINS INC 1,987 300 0.20%
89 TESORO CORP 3,653 296 0.20%
90 SYSCO CORP 5,661 294 0.19%
91 WADDELL & REED FINL INC 16,961 288 0.19%
92 WAL-MART STORES INC 3,961 286 0.19%
93 ZENDESK INC 10,207 286 0.19%
94 EASTMAN CHEM CO 3,485 282 0.19%
95 ANHEUSER BUSCH INBEV SA/NV 2,534 278 0.18%
96 SANDERSON FARMS INC 2,650 275 0.18%
97 EMERSON ELEC CO 4,531 271 0.18%
98 RELIANCE STEEL & ALUMINUM CO 3,298 264 0.17%
99 CINCINNATI FINL CORP 3,613 261 0.17%
100 PENSKE AUTOMOTIVE GRP INC 5,578 261 0.17%
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