Occidental Asset Management, LLC New Holdings in Q3 2024

Occidental Asset Management, LLC

  • $616 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
127K
New
$91.42 - $91.82 $11.6M - $11.6M
127K $11.6M
D
Dominion Energy, Inc

Utilities
70K
New
$48.01 - $58.53 $3.36M - $4.1M
70K $4.04M
DELL
Dell Technologies Inc.

Technology
26.9K
New
$87.89 - $145.97 $2.37M - $3.93M
26.9K $3.19M
XLU
Utilities Sector Spdr

ETFs
32.5K
New
$67.67 - $80.78 $2.2M - $2.63M
32.5K $2.63M
RGA
Reinsurance Group Of America Inc

Financial Services
5.96K
New
$192.62 - $225.79 $1.15M - $1.35M
5.96K $1.3M
GM
General Motors CO

Consumer Cyclical
27.6K
New
$39.95 - $49.9 $1.1M - $1.38M
27.6K $1.24M
BNDX
Vanguard Total International B

ETFs
11.4K
New
$48.42 - $50.35 $551K - $573K
11.4K $572K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.33K
New
$105.53 - $118.34 $457K - $512K
4.33K $505K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.14K
New
$81.31 - $83.29 $255K - $262K
3.14K $261K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.3K
New
$71.45 - $75.64 $235K - $249K
3.3K $247K
TJX
Tjx Companies Inc

Consumer Cyclical
2.04K
New
$107.93 - $120.23 $220K - $245K
2.04K $239K
TFC
Truist Financial Corp

Financial Services
5.35K
New
$38.22 - $44.94 $204K - $240K
5.35K $228K
IT
Gartner Inc

Technology
441
New
$441.32 - $516.47 $195K - $228K
441 $223K
FTNT
Fortinet, Inc.

Technology
2.86K
New
$55.39 - $77.55 $158K - $222K
2.86K $221K
ABT
Abbott Laboratories

Healthcare
1.92K
New
$100.07 - $118.13 $192K - $227K
1.92K $219K
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
6.75K
New
$29.62 - $31.54 $200K - $213K
6.75K $212K
BLK
Black Rock Inc.

Financial Services
215
New
$782.27 - $949.51 $168K - $204K
215 $204K
VONG
Vanguard Russell 1000 Growth E

ETFs
2.09K
New
$85.48 - $98.39 $179K - $206K
2.09K $201K
MAR
Marriott International Inc

Consumer Cyclical
808
New
$211.35 - $255.11 $171K - $206K
808 $200K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
12.5K
New
$12.25 - $13.1 $153K - $164K
12.5K $163K
Amentum Holdings Inc
22.4K
New
N/A
22.4K $0
Activity Summary
Buys All Purchases 153 New Holdings 22 Increased Positions 131 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 1 Puts 4
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