Occidental Asset Management, LLC Purchases in Q3 2025

Occidental Asset Management, LLC

  • $785 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LNG
Cheniere Energy, Inc.

Energy
118
+ 13.87%
$222.68 - $244.28 $26.3K - $28.8K
969 $227K
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
690
+ 6.58%
$23.43 - $23.88 $16.2K - $16.5K
11.2K $266K
FTNT
Fortinet, Inc.

Technology
1.89K
+ 29.0%
$74.39 - $107.65 $140K - $203K
8.39K $705K
LLY
Eli Lilly & CO

Healthcare
65
+ 3.31%
$625.65 - $812.69 $40.7K - $52.8K
2.03K $1.55M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
475
+ 3.15%
$22.89 - $23.7 $10.9K - $11.3K
15.6K $366K
SHYD
Vaneck Short High Yield Muni E

ETFs
350
+ 1.5%
$22.31 - $23.01 $7.81K - $8.05K
23.7K $543K
BKNG
Booking Holdings Inc.

Consumer Cyclical
6
+ 13.33%
$5364.25 - $5815.92 $32.2K - $34.9K
51 $275K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
6
+ 0.24%
$92.97 - $100.18 $558 - $601
2.5K $248K
ADBE
Adobe Inc.

Technology
103
+ 15.56%
$333.65 - $392.1 $34.4K - $40.4K
765 $269K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
1.99K
+ 10.51%
$5.79 - $5.98 $11.5K - $11.9K
20.9K $121K
EOG
Eog Resources Inc

Energy
141
+ 8.35%
$112.12 - $126.1 $15.8K - $17.8K
1.83K $205K
WMB
Williams Companies, Inc.

Energy
18
+ 0.39%
$56.52 - $64.01 $1.02K - $1.15K
4.61K $291K
Jacobs Solutions Inc
862
+ 3.03%
N/A
29.3K $0
Blackrock Inc
17
+ 8.17%
N/A
225 $0
Innovator Etfs Trust
10.5K
New
N/A
10.5K $0
Maplebear Inc
966
+ 13.82%
N/A
7.96K $0
CTAS
Cintas Corp

Industrials
120
+ 7.76%
$199.29 - $226.27 $23.9K - $27.2K
1.67K $342K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
353
+ 30.7%
$159.87 - $247.68 $56.4K - $87.4K
1.5K $267K
BRO
Brown & Brown, Inc.

Financial Services
1.66K
+ 17.55%
$90.88 - $108.93 $151K - $181K
11.1K $1.04M
VRSK
Verisk Analytics, Inc.

Industrials
136
+ 19.74%
$242.3 - $312.95 $33K - $42.6K
825 $207K
MELI
Mercadolibre Inc

Consumer Cyclical
20
+ 10.1%
$2292.04 - $2514.05 $45.8K - $50.3K
218 $509K
BMY
Bristol Myers Squibb CO

Healthcare
29
+ 0.35%
$43.31 - $48.98 $1.26K - $1.42K
8.43K $380K
MAR
Marriott International Inc

Consumer Cyclical
6
+ 0.74%
$255.35 - $282.87 $1.53K - $1.7K
819 $213K
CI
Cigna Corp

Healthcare
75
+ 9.62%
$262.23 - $334.39 $19.7K - $25.1K
855 $246K
ABNB
Airbnb, Inc.

Consumer Cyclical
220
+ 6.0%
$118.3 - $142.16 $26K - $31.3K
3.89K $472K
UVE
Universal Insurance Holdings, Inc.

Financial Services
18
+ 0.17%
$22.93 - $27.36 $413 - $492
10.3K $271K
SPGI
S&P Global Inc.

Financial Services
3
+ 0.54%
$484.94 - $564.15 $1.45K - $1.69K
559 $272K
FICO
Fair Isaac Corp

Technology
13
+ 8.78%
$1311.26 - $1869.83 $17K - $24.3K
161 $240K
OKE
Oneok Inc

Energy
11
+ 0.28%
$71.36 - $83.47 $785 - $918
3.97K $289K
GDDY
Go Daddy Inc.

Technology
327
+ 17.7%
$133.35 - $178.59 $43.6K - $58.4K
2.17K $297K
IT
Gartner Inc

Technology
477
+ 40.39%
$225.98 - $406.7 $108K - $194K
1.66K $435K
BR
Broadridge Financial Solutions, Inc.

Technology
230
+ 1.11%
$233.75 - $266.89 $53.8K - $61.4K
20.9K $4.97M
FOUR
Shift4 Payments, Inc.

Technology
328
+ 9.85%
$77.4 - $106.81 $25.4K - $35K
3.66K $283K
PYPL
Pay Pal Holdings, Inc.

Financial Services
5
+ 0.07%
$65.64 - $78.22 $328 - $391
7.08K $474K
EMR
Emerson Electric CO

Industrials
243
+ 0.63%
$128.6 - $149.63 $31.2K - $36.4K
38.5K $5.06M
ISRG
Intuitive Surgical Inc

Healthcare
107
+ 8.68%
$433.66 - $544.47 $46.4K - $58.3K
1.34K $599K
NFLX
Netflix Inc

Communication Services
39
+ 3.6%
$1147.87 - $1297.18 $44.8K - $50.6K
1.12K $1.35M
V
Visa Inc.

Financial Services
286
+ 1.61%
$332.09 - $358.86 $95K - $103K
18.1K $6.16M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
831
+ 4.0%
$196.15 - $217.83 $163K - $181K
21.6K $4.35M
OKTA
Okta, Inc.

Technology
3
+ 0.01%
$88.51 - $101.1 $266 - $303
33.1K $3.04M
CAH
Cardinal Health Inc

Healthcare
241
+ 0.68%
$146.04 - $167.63 $35.2K - $40.4K
35.9K $5.63M
RS
Reliance Steel & Aluminum CO

Basic Materials
63
+ 0.36%
$277.33 - $343.66 $17.5K - $21.7K
17.7K $4.98M
Activity Summary
Buys All Purchases 193 New Holdings 22 Increased Positions 171 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 1
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