Occidental Asset Management, LLC New Holdings in Q2 2025

Occidental Asset Management, LLC

  • $717 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
11.8K
New
$167.22 - $212.42 $1.98M - $2.51M
11.8K $2.34M
ED
Consolidated Edison Inc

Utilities
9.87K
New
$98.05 - $113.3 $968K - $1.12M
9.87K $990K
MSI
Motorola Solutions, Inc.

Technology
1.21K
New
$394.72 - $440.39 $478K - $533K
1.21K $509K
CHWY
Chewy, Inc.

Consumer Cyclical
9.59K
New
$31.21 - $48.21 $299K - $462K
9.59K $408K
EXEL
Exelixis, Inc.

Healthcare
8.53K
New
$34.13 - $46.26 $291K - $395K
8.53K $376K
SRE
Sempra Energy

Utilities
4.05K
New
$63.78 - $78.91 $258K - $320K
4.05K $307K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
6.11K
New
$25.35 - $64.65 $155K - $395K
6.11K $304K
NEM
Newmont Corp

Basic Materials
4.97K
New
$44.18 - $59.46 $219K - $295K
4.97K $289K
KLAC
Kla Corp

Technology
317
New
$576.53 - $902.94 $183K - $286K
317 $283K
GE
General Electric CO

Industrials
1.06K
New
$166.81 - $257.39 $177K - $273K
1.06K $273K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.95K
New
$91.43 - $91.74 $270K - $271K
2.95K $270K
PLTR
Palantir Technologies Inc.

Technology
1.91K
New
$74.01 - $144.25 $141K - $276K
1.91K $260K
BKNG
Booking Holdings Inc.

Consumer Cyclical
45
New
$4164.15 - $5789.24 $187K - $261K
45 $260K
BK
Bank Of New York Mellon Corp

Financial Services
2.73K
New
$73.31 - $91.62 $200K - $250K
2.73K $248K
CME
Cme Group Inc.

Financial Services
861
New
$252.37 - $290.71 $217K - $250K
861 $237K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
2.5K
New
$70.54 - $93.95 $176K - $234K
2.5K $234K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.27K
New
$152.93 - $181.74 $195K - $231K
1.27K $231K
MAR
Marriott International Inc

Consumer Cyclical
813
New
$211.12 - $274.14 $172K - $223K
813 $222K
VONG
Vanguard Russell 1000 Growth E

ETFs
2.02K
New
$82.51 - $109.2 $167K - $221K
2.02K $220K
VRSK
Verisk Analytics, Inc.

Industrials
689
New
$277.03 - $321.33 $191K - $221K
689 $214K
LNG
Cheniere Energy, Inc.

Energy
851
New
$197.25 - $244.33 $168K - $208K
851 $207K
EOG
Eog Resources Inc

Energy
1.69K
New
$104.61 - $129.97 $177K - $220K
1.69K $202K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
642
New
$177.93 - $313.14 $114K - $201K
642 $201K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
18.6K
New
$3.55 - $4.0 $65.9K - $74.3K
18.6K $73K
Brookfield Corp
3.26K
New
N/A
3.26K $0
Maplebear Inc
6.99K
New
N/A
6.99K $0
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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