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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 BARCLAYS BK PLC 5,716 200 0.13%
52 SPDR INDEX SHS FDS 6,056 226 0.15%
53 ISHARES TR 6,097 380 0.25%
54 VALERO ENERGY CORP NEW 6,135 407 0.27%
55 NVIDIA CORPORATION 6,202 676 0.45%
56 VANGUARD INDEX FDS 6,212 513 0.34%
57 BROADRIDGE FINL SOLUTIONS IN 6,314 429 0.28%
58 BERKSHIRE HATHAWAY INC DEL 6,360 1,060 0.70%
59 QUALCOMM INC 6,428 369 0.24%
60 PIMCO ETF TR 6,900 365 0.24%
61 PUBLIC SVC ENTERPRISE GRP IN 6,915 307 0.20%
62 ISHARES TR 7,122 362 0.24%
63 SPDR SER TR 7,151 346 0.23%
64 EATON VANCE CORP 7,301 328 0.22%
65 ISHARES TR 7,513 819 0.54%
66 DIAGEO P L C 7,980 922 0.61%
67 VANGUARD MUN BD FDS 8,100 410 0.27%
68 SCHWAB US DIVIDEND EQUITY ETF 8,385 374 0.25%
69 SPDR SERIES TRUST 8,628 488 0.32%
70 EXELON CORP 8,715 314 0.21%
71 GAP 8,868 215 0.14%
72 WELLS FARGO & CO NEW 8,963 499 0.33%
73 CISCO SYS INC 9,042 306 0.20%
74 PROGRESSIVE CORP OHIO 9,572 375 0.25%
75 ZENDESK INC 10,207 286 0.19%
76 PFIZER INC 10,575 362 0.24%
77 PORTOLA PHARMACEUTICALS INC 11,350 445 0.29%
78 FEDERATED HERMES INC CL B 11,400 300 0.20%
79 VOYA GLBL EQTY DIV & PREM OP 11,871 87 0.06%
80 BRISTOL MYERS SQUIBB CO 12,169 662 0.44%
81 ORACLE CORP 12,321 550 0.36%
82 ALPINE TOTAL DYNAMIC DIVID F 12,826 106 0.07%
83 ISHARES TR 12,860 1,516 1.00%
84 BLACKROCK ENHANCED EQT DIV T 13,264 113 0.07%
85 HOLLYFRONTIER CORP 13,589 385 0.26%
86 MERCK & CO INC 13,859 881 0.58%
87 INTEL CORP 15,642 564 0.37%
88 HEMISPHERX BIOPHARMA INC 15,834 9 0.01%
89 VANECK VECTORS ETF TR 15,849 485 0.32%
90 CHURCH & DWIGHT 16,113 804 0.53%
91 ISHARES TR 16,290 1,484 0.98%
92 WADDELL & REED FINL INC 16,961 288 0.19%
93 VANGUARD INTL EQUITY INDEX F 17,204 823 0.55%
94 GENERAL ELECTRIC CO 17,396 518 0.34%
95 AT&T INC 17,506 727 0.48%
96 SELECT SECTOR SPDR TR 19,847 1,291 0.86%
97 MICROSOFT CORP 20,525 1,352 0.90%
98 VERIZON COMMUNICATIONS INC 21,485 1,047 0.69%
99 ISHARES RUSSELL 2000 GROWTH ETF 21,908 3,542 2.35%
100 APPLE INC 22,142 3,181 2.11%
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