Occidental Asset Management, LLC
Q2 2025 13F Holdings
- Locationburlingame, CA
- Num holdings
268
- Value ($000)
$724,647
- Date Filed07/14/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVDA NVIDIA CORPORATION | COM | 67066G104 | $52.93M | 7 % | 335,000 | ||
AAPL APPLE INC | COM | 037833100 | $32.47M | 5 % | 158,274 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $26.28M | 4 % | 52,825 | ||
FLOT ISHARES TR | FLTG RATE NT ETF | 46429B655 | $25.60M | 4 % | 501,737 | ||
KRE SPDR SERIES TRUST | PORTFOLIO INTRMD | 78464A375 | $24.34M | 3 % | 724,848 | ||
SPSB SPDR SERIES TRUST | PORTFOLIO SHORT | 78464A474 | $23.85M | 3 % | 789,909 | ||
META META PLATFORMS INC | CL A | 30303M102 | $18.42M | 3 % | 24,960 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $17.98M | 3 % | 42,349 | ||
BNDC FLEXSHARES TR | CRE SLCT BD FD | 33939L670 | $17.36M | 2 % | 779,474 | ||
HYG ISHARES TR | IBOXX HI YD ETF | 464288513 | $16.82M | 2 % | 208,607 |
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