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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 $662,421,515
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 330,768 $35,848,649 5.41%
2.
Apple Inc.
 AAPL 156,767 $34,822,653 5.26%
3.
Ishares Tr - FLTG RATE NT ETF
 547,540 $27,951,897 4.22%
4.
Spdr Series Trust
 824,840 $24,827,689 3.75%
5.
Spdr Series Trust
 713,905 $23,730,215 3.58%
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)