Occidental Asset Management, LLC Purchases in Q4 2025

Occidental Asset Management, LLC

  • $818 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
53.1K
+ 455.67%
$278.39 - $304.13 $14.8M - $16.1M
64.8K $18.7M
AAPL
Apple Inc.

Technology
14.6K
+ 8.94%
$245.27 - $275.25 $3.59M - $4.02M
178K $47.7M
AMD
Advanced Micro Devices Inc

Technology
19.6K
+ 509.25%
$164.01 - $264.33 $3.21M - $5.17M
23.4K $5.63M
GOOG
Alphabet Inc.

Communication Services
250
+ 0.44%
$237.49 - $291.74 $59.4K - $72.9K
56.7K $16.2M
CAH
Cardinal Health Inc

Healthcare
304
+ 0.85%
$153.27 - $206.06 $46.6K - $62.6K
36.2K $7.43M
ALB
Albemarle Corp

Basic Materials
1.64K
+ 4.02%
$84.47 - $115.14 $139K - $189K
42.5K $4.89M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
10.7K
+ 123.35%
$98.0 - $102.56 $1.05M - $1.1M
19.4K $1.96M
AMGN
Amgen Inc

Healthcare
491
+ 3.17%
$290.13 - $341.71 $142K - $168K
16K $5.46M
CAT
Caterpillar Inc

Industrials
129
+ 1.01%
$480.82 - $585.49 $62K - $75.5K
12.9K $7.11M
GOOGL
Alphabet Inc.

Communication Services
1.59K
+ 12.77%
$236.57 - $291.31 $377K - $464K
14.1K $3.89M
EMB
Ishares Tr

ETFs
6.99K
+ 6.56%
$94.63 - $97.03 $662K - $678K
114K $10.9M
XLY
Select Sector Spdr Consumer Di

ETFs
3.38K
+ 105.5%
$228.75 - $242.18 $772K - $817K
6.57K $1.52M
MRK
Merck & Co., Inc.

Healthcare
2.82K
+ 5.64%
$82.49 - $92.93 $232K - $262K
52.7K $4.9M
CMI
Cummins Inc

Industrials
228
+ 1.54%
$407.98 - $484.34 $93K - $110K
15K $6.95M
AMAT
Applied Materials Inc

Technology
364
+ 1.42%
$209.95 - $240.89 $76.4K - $87.7K
25.9K $5.93M
EMCB
Wisdomtree Emerging Mrkts Corp

ETFs
9.9K
+ 7.69%
$66.68 - $67.44 $660K - $668K
139K $9.26M
HYG
Ishares Tr

ETFs
9.1K
+ 8.23%
$79.95 - $81.28 $727K - $739K
120K $9.6M
GILD
Gilead Sciences, Inc.

Healthcare
658
+ 1.6%
$110.56 - $125.2 $72.7K - $82.4K
41.8K $5.18M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
13.2K
+ 3.46%
$46.2 - $46.85 $610K - $619K
395K $18.3M
LLY
Eli Lilly & CO

Healthcare
83
+ 4.09%
$799.57 - $1025.28 $66.4K - $85.1K
2.11K $2.16M
BNDC
Flexshares Tr Core Select Bd F

ETFs
29.4K
+ 3.65%
$22.42 - $22.72 $660K - $669K
836K $18.7M
TLT
Ishares Barclays 20+ Year Trea

ETFs
7.11K
+ 4.32%
$88.67 - $92.06 $631K - $655K
172K $15.3M
MU
Micron Technology Inc

Technology
79
+ 1.24%
$181.6 - $253.3 $14.3K - $20K
6.47K $1.6M
SCCO
Southern Copper Corp

Basic Materials
653
+ 1.42%
$122.64 - $141.68 $80.1K - $92.5K
46.5K $6.08M
XLU
Utilities Sector Spdr

ETFs
4.83K
+ 91.52%
$87.89 - $92.9 $425K - $449K
10.1K $897K
WPC
W. P. Carey Inc.

Real Estate
6K
New
$65.26 - $69.2 $392K - $415K
6K $405K
CB
Chubb LTD

Financial Services
700
+ 4.81%
$268.2 - $296.22 $188K - $207K
15.3K $4.51M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
4.19K
+ 52.76%
$88.45 - $91.41 $371K - $383K
12.1K $1.1M
AVGO
Broadcom Inc.

Technology
979
+ 29.74%
$324.63 - $385.98 $318K - $378K
4.27K $1.46M
QCOM
Qualcomm Inc

Technology
2.12K
+ 6.55%
$153.59 - $187.68 $326K - $398K
34.5K $5.75M
CRM
Salesforce, Inc.

Technology
1.48K
+ 5.77%
$235.69 - $263.41 $350K - $391K
27.2K $6.45M
VUG
Vanguard Growth ETF

ETFs
670
+ 16.21%
$470.44 - $504.26 $315K - $338K
4.8K $2.32M
UTHR
United Therapeutics Corp

Healthcare
697
New
$415.34 - $466.4 $289K - $325K
697 $325K
CSCO
Cisco Systems, Inc.

Technology
211
+ 0.65%
$67.46 - $78.0 $14.2K - $16.5K
32.8K $2.55M
XLE
Energy Sector Spdr

ETFs
3.36K
+ 87.99%
$85.22 - $92.02 $286K - $309K
7.17K $659K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.7K
New
$185.12 - $192.11 $314K - $326K
1.7K $317K
ILMN
Illumina, Inc.

Healthcare
2.62K
New
$91.0 - $123.54 $238K - $323K
2.62K $315K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.16K
New
$210.33 - $273.65 $245K - $319K
1.16K $308K
IBM
International Business Machines Corp

Technology
382
+ 3.03%
$275.97 - $314.98 $105K - $120K
13K $3.86M
GD
General Dynamics Corp

Industrials
878
New
$330.59 - $353.77 $290K - $311K
878 $302K
MEDP
Medpace Holdings, Inc.

Healthcare
496
New
$501.22 - $605.2 $249K - $300K
496 $292K
CARG
Car Gurus, Inc.

Communication Services
8K
New
$33.13 - $38.21 $265K - $306K
8K $284K
TPR
Tapestry, Inc.

Consumer Cyclical
2.76K
New
$98.81 - $117.14 $273K - $324K
2.76K $280K
FNDF
Schwab Fundamental Intl Large

ETFs
1.5K
+ 1.33%
$42.35 - $45.18 $63.3K - $67.5K
114K $5.09M
HCA
Hca Healthcare, Inc.

Healthcare
579
New
$410.68 - $476.61 $238K - $276K
579 $273K
CRWD
Crowd Strike Holdings, Inc.

Technology
504
New
$482.23 - $557.53 $243K - $281K
504 $270K
MUB
Ishares National Muni Bond ETF

ETFs
2.5K
+ 132.0%
$106.36 - $107.61 $266K - $269K
4.39K $470K
PLTR
Palantir Technologies Inc.

Technology
1.63K
+ 82.94%
$172.14 - $207.18 $280K - $337K
3.59K $625K
TDC
Teradata Corp

Technology
9.7K
New
$20.42 - $28.3 $198K - $275K
9.7K $264K
Activity Summary
Buys All Purchases 204 New Holdings 43 Increased Positions 161 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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