Occidental Asset Management, LLC

All 13F Filings

Most recent 13F
Q2 2022
Location
Burlingame, CA
CIK
0001770994
All SEC filings
View on sec.gov
Filing ID Quarter Holdings Value ($000) Form Type Date Filed Name
000121465922008949 Q2 2022 179 337,300 13F-HR 7/18/2022 Occidental Asset Management, LLC
000121465922006286 Q1 2022 189 391,041 13F-HR 5/4/2022 Occidental Asset Management, LLC
000121465922001531 Q4 2021 209 420,963 13F-HR 2/1/2022 Occidental Asset Management, LLC
000121465921011091 Q3 2021 205 385,574 13F-HR 11/3/2021 Occidental Asset Management, LLC
000121465921008717 Q2 2021 202 376,195 13F-HR 8/16/2021 Occidental Asset Management, LLC
000121465921004981 Q1 2021 187 336,490 13F-HR 5/6/2021 Occidental Asset Management, LLC
000121465921000887 Q4 2020 166 301,748 13F-HR 1/28/2021 Occidental Asset Management, LLC
000121465920009266 Q3 2020 143 240,182 13F-HR 11/10/2020 Occidental Asset Management, LLC
000121465920006375 Q2 2020 141 226,134 13F-HR 7/17/2020 Occidental Asset Management, LLC
000121465920003640 Q1 2020 141 198,759 13F-HR 4/23/2020 Occidental Asset Management, LLC
000121465920000357 Q4 2019 152 245,305 13F-HR 1/16/2020 Occidental Asset Management, LLC
000121465919006526 Q3 2019 144 238,655 13F-HR 10/17/2019 Occidental Asset Management, LLC
000121465919004921 Q2 2019 144 222,130 13F-HR 8/2/2019 Occidental Asset Management, LLC
000121465919003506 Q1 2019 144 207,973 13F-HR 5/15/2019 Occidental Asset Management, LLC
000121465919002205 Q4 2018 137 176,900 13F-HR 3/19/2019 Occidental Asset Management, LLC
000121465919002204 Q3 2018 156 200,430 13F-HR 3/19/2019 Occidental Asset Management, LLC
000121465919002203 Q2 2018 149 187,363 13F-HR 3/19/2019 Occidental Asset Management, LLC
000121465919002219 Q1 2018 143 185,466 RESTATEMENT 3/20/2019 Occidental Asset Management, LLC
000121465919002202 Q1 2018 145 192,559 13F-HR 3/19/2019 Occidental Asset Management, LLC
000121465919002201 Q4 2017 145 192,559 13F-HR 3/19/2019 Occidental Asset Management, LLC
000121465919002200 Q3 2017 136 180,943 13F-HR 3/19/2019 Occidental Asset Management, LLC
000121465919002199 Q2 2017 137 167,117 13F-HR 3/19/2019 Occidental Asset Management, LLC
000121465919002198 Q1 2017 126 150,936 13F-HR 3/19/2019 Occidental Asset Management, LLC
000121465919003504 Q4 2016 129 138,939 13F-HR 5/15/2019 Occidental Asset Management, LLC
000121465919003502 Q3 2016 94 122,707 13F-HR 5/15/2019 Occidental Asset Management, LLC
000121465919003500 Q2 2016 96 114,350 13F-HR 5/15/2019 Occidental Asset Management, LLC
000121465919003498 Q1 2016 76 82,910 13F-HR 5/15/2019 Occidental Asset Management, LLC
000121465919004229 Q4 2015 66 78,177 13F-HR 6/17/2019 Occidental Asset Management, LLC
000121465919004228 Q3 2015 65 71,403 13F-HR 6/17/2019 Occidental Asset Management, LLC
000121465919004227 Q2 2015 64 74,605 13F-HR 6/17/2019 Occidental Asset Management, LLC
000121465919004226 Q1 2015 63 80,043 13F-HR 6/17/2019 Occidental Asset Management, LLC
000121465919004225 Q4 2014 60 65,646 13F-HR 6/17/2019 Occidental Asset Management, LLC
000121465919004224 Q3 2014 54 61,394 13F-HR 6/17/2019 Occidental Asset Management, LLC
000121465919004223 Q2 2014 54 58,391 13F-HR 6/17/2019 Occidental Asset Management, LLC
000121465919004222 Q1 2014 54 56,042 13F-HR 6/17/2019 Occidental Asset Management, LLC