Occidental Asset Management, LLC
Q1 2025 13F Holdings
- Locationburlingame, CA
- Num holdings
253
- Value ($000)
$662,422
- Date Filed05/15/2025
- Form type13F-HR
- CIK0001770994
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVDA NVIDIA CORPORATION | COM | 67066G104 | $35.85M | 5 % | 330,768 | ||
AAPL APPLE INC | COM | 037833100 | $34.82M | 5 % | 156,767 | ||
FLOT ISHARES TR | FLTG RATE NT ETF | 46429B655 | $27.95M | 4 % | 547,540 | ||
SPSB SPDR SER TR | PORTFOLIO SHORT | 78464A474 | $24.83M | 4 % | 824,840 | ||
KRE SPDR SER TR | PORTFOLIO INTRMD | 78464A375 | $23.73M | 4 % | 713,905 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $18.94M | 3 % | 50,453 | ||
BNDC FLEXSHARES TR | CRE SLCT BD FD | 33939L670 | $17.03M | 3 % | 766,701 | ||
HYG ISHARES TR | IBOXX HI YD ETF | 464288513 | $16.70M | 3 % | 211,669 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $16.51M | 3 % | 361,602 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $15.49M | 2 % | 42,901 |
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