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Home > Institutional Investor > Occidental Asset Management, Llc > Profile

Instuitional Investor - Occidental Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Occidental Asset Management, Llc
Portfolio Value $724,646,526
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 335,000 $52,926,635 7.3%
2.
Apple Inc.
 AAPL 158,274 $32,472,986 4.48%
3.
Microsoft Corp
 MSFT 52,825 $26,275,847 3.63%
4.
Ishares Tr - FLTG RATE NT ETF
 501,737 $25,598,642 3.53%
5.
Spdr Series Trust
 724,848 $24,340,398 3.36%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)