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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 $640,710,639
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 297,962 $40,013,288 6.24%
2.
Apple Inc.
 AAPL 148,084 $37,083,275 5.78%
3.
Spdr Series Trust
 705,092 $23,098,818 3.6%
4.
Spdr Series Trust
 649,321 $19,388,725 3.02%
5.
Microsoft Corp
 MSFT 43,714 $18,425,627 2.87%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)