Occidental Asset Management, LLC Incresed Positions in Q2 2025

Occidental Asset Management, LLC

  • $717 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MCK
Mckesson Corp

Healthcare
11
+ 3.59%
$652.83 - $732.78 $7.18K - $8.06K
317 $232K
GDDY
Go Daddy Inc.

Technology
149
+ 8.78%
$162.11 - $192.36 $24.2K - $28.7K
1.85K $332K
ABC
Amerisourcebergen Corp

Healthcare
121
+ 0.66%
N/A
18.5K $3.43M
XLV
Select Sector Spdr Fund Health

ETFs
657
+ 11.0%
$128.77 - $144.3 $84.6K - $94.8K
6.63K $893K
YUM
Yum Brands Inc

Consumer Cyclical
271
+ 11.61%
$138.36 - $161.45 $37.5K - $43.8K
2.61K $386K
SPGI
S&P Global Inc.

Financial Services
16
+ 2.96%
$438.31 - $527.29 $7.01K - $8.44K
556 $293K
ADBE
Adobe Inc.

Technology
40
+ 6.43%
$340.0 - $420.68 $13.6K - $16.8K
662 $256K
WMB
Williams Companies, Inc.

Energy
20
+ 0.44%
$54.33 - $62.87 $1.09K - $1.26K
4.59K $288K
HALO
Halozyme Therapeutics, Inc.

Healthcare
1.66K
+ 27.21%
$47.91 - $70.14 $79.3K - $116K
7.74K $402K
GILD
Gilead Sciences, Inc.

Healthcare
551
+ 1.37%
$96.91 - $113.0 $53.4K - $62.3K
40.7K $4.51M
TJX
Tjx Companies Inc

Consumer Cyclical
62
+ 1.76%
$119.13 - $135.03 $7.39K - $8.37K
3.58K $441K
CI
Cigna Corp

Healthcare
27
+ 3.59%
$301.89 - $340.04 $8.15K - $9.18K
780 $257K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.67K
+ 1541.04%
$87.84 - $1441.89 $234K - $3.84M
2.84K $255K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
556
+ 4.4%
$8.72 - $10.05 $4.85K - $5.59K
13.2K $132K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
20
+ 0.4%
$36.02 - $41.92 $720 - $838
5.04K $211K
TMUS
T Mobile Us, Inc.

Communication Services
114
+ 14.18%
$220.99 - $268.54 $25.2K - $30.6K
918 $218K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
25
+ 0.17%
$22.43 - $23.23 $561 - $581
15.1K $350K
VIG
Vanguard Dividend Appreciation

ETFs
7
+ 0.15%
N/A
4.72K $859K
Jacobs Solutions Inc
998
+ 3.63%
N/A
28.5K $0
SFLR
Innovator Etfs Tr Equity Manag
700
+ 8.95%
N/A
8.53K $0
Arista Networks Inc
344
+ 9.31%
N/A
4.04K $0
IT
Gartner Inc

Technology
26
+ 2.25%
$377.5 - $449.52 $9.82K - $11.7K
1.18K $477K
XEL
Xcel Energy Inc

Utilities
5
+ 0.15%
$65.65 - $72.39 $328 - $362
3.24K $220K
OKE
Oneok Inc

Energy
562
+ 16.53%
$78.71 - $100.37 $44.2K - $56.4K
3.96K $323K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
126
+ 12.3%
$225.56 - $335.19 $28.4K - $42.2K
1.15K $273K
CB
Chubb LTD

Financial Services
357
+ 2.67%
$274.32 - $302.46 $97.9K - $108K
13.7K $3.98M
LLY
Eli Lilly & CO

Healthcare
13
+ 0.67%
$713.71 - $898.95 $9.28K - $11.7K
1.97K $1.53M
DUK
Duke Energy Corp

Utilities
291
+ 0.73%
$112.46 - $124.05 $32.7K - $36.1K
39.9K $4.71M
AMGN
Amgen Inc

Healthcare
1.17K
+ 8.39%
$262.28 - $309.85 $308K - $364K
15.2K $4.23M
CVX
Chevron Corp

Energy
10
+ 0.19%
$133.73 - $168.51 $1.34K - $1.69K
5.24K $750K
ABBV
Abb Vie Inc.

Healthcare
105
+ 1.32%
$170.16 - $206.27 $17.9K - $21.7K
8.06K $1.5M
STZ
Constellation Brands, Inc.

Consumer Defensive
516
+ 3.34%
$160.0 - $195.62 $82.6K - $101K
16K $2.6M
OMC
Omnicom Group Inc.

Communication Services
1.66K
+ 5.08%
$69.22 - $79.77 $115K - $132K
34.3K $2.47M
PEP
Pepsico Inc

Consumer Defensive
1.3K
+ 4.94%
$128.02 - $151.37 $166K - $196K
27.6K $3.64M
BKR
Baker Hughes CO

Energy
3.8K
+ 4.25%
$35.0 - $44.92 $133K - $171K
93.2K $3.57M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
303
+ 1.48%
$212.1 - $244.27 $64.3K - $74K
20.8K $4.54M
AAPL
Apple Inc.

Technology
1.51K
+ 0.96%
$172.42 - $223.89 $260K - $337K
158K $32.5M
Activity Summary
Buys All Purchases 165 New Holdings 27 Increased Positions 138 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 2 Puts 4
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