Occidental Asset Management, LLC Incresed Positions 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
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
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
IBM
International Business Machines Corp

Technology
382
+ 3.03%
$275.97 - $314.98 $105K - $120K
13K $3.86M
FNDF
Schwab Fundamental Intl Large

ETFs
1.5K
+ 1.33%
$42.35 - $45.18 $63.3K - $67.5K
114K $5.09M
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
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.62K
+ 35.19%
$52.54 - $55.77 $242K - $257K
17.7K $972K
BKR
Baker Hughes CO

Energy
5.31K
+ 5.48%
$44.47 - $49.08 $236K - $261K
102K $4.98M
ABBV
Abb Vie Inc.

Healthcare
983
+ 10.3%
$211.96 - $244.38 $208K - $240K
10.5K $2.46M
DUK
Duke Energy Corp

Utilities
1.56K
+ 3.89%
$121.57 - $129.03 $190K - $201K
41.6K $5.21M
VLO
Valero Energy Corp

Energy
1.23K
+ 68.99%
$156.39 - $181.76 $192K - $223K
3K $545K
HUBB
Hubbell Inc

Industrials
482
+ 3.94%
$408.46 - $472.57 $197K - $228K
12.7K $5.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
347
+ 9.13%
$600.51 - $631.95 $208K - $219K
4.15K $2.56M
SPIB
Spdr Portfolio Intermediate Te

ETFs
10.1K
+ 1.31%
$33.69 - $34.08 $341K - $345K
782K $26.4M
VEU
Vanguard Ftse All World Ex Us

ETFs
2.8K
+ 33.1%
$70.2 - $73.89 $197K - $207K
11.3K $822K
YUM
Yum Brands Inc

Consumer Cyclical
1.51K
+ 82.51%
$138.21 - $153.19 $209K - $231K
3.34K $497K
QQQ
Invesco Qqq Trust, Series 1

ETFs
311
+ 23.31%
$589.5 - $635.77 $183K - $198K
1.65K $993K
JPM
Jpmorgan Chase & CO

Financial Services
2.18K
+ 7.09%
$294.11 - $320.41 $640K - $698K
32.9K $9.88M
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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