Occidental Asset Management, LLC - Portfolio overview

Occidental Asset Management, LLC has 318 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORPORATION, 6.59%
2. AAPL - APPLE INC, 5.33%
3. SPIB - SPDR SERIES TRUST, 3.23%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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