Occidental Asset Management, LLC Sells in Q2 2025

Occidental Asset Management, LLC

  • $717 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
-24
- 1.71%
$273.71 - $316.29 $6.57K - $7.59K
1.38K $419K
NVS
Novartis Ag

Healthcare
-34
- 1.23%
$101.96 - $121.01 $3.47K - $4.11K
2.73K $330K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-14
- 0.44%
$72.96 - $90.39 $1.02K - $1.27K
3.17K $283K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-16
- 0.74%
$108.12 - $135.04 $1.73K - $2.16K
2.14K $288K
ARES
Ares Management Corp

Financial Services
-32
- 2.15%
$118.04 - $175.83 $3.78K - $5.63K
1.46K $252K
UVE
Universal Insurance Holdings, Inc.

Financial Services
-150
- 1.44%
$21.25 - $28.47 $3.19K - $4.27K
10.3K $285K
F
Ford Motor CO

Consumer Cyclical
-1
- -0.0%
$8.69 - $10.85 $8.69 - $10.9
47.2K $512K
WFC
Wells Fargo & Company

Financial Services
-125
- 1.71%
$60.98 - $80.12 $7.62K - $10K
7.17K $574K
RMD
Resmed Inc

Healthcare
-1
- 0.06%
$204.54 - $258.0 $205 - $258
1.57K $405K
DIS
Walt Disney CO

Communication Services
-60
- 2.07%
$81.72 - $124.01 $4.9K - $7.44K
2.84K $351K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-523
- 1.05%
$26.66 - $33.09 $13.9K - $17.3K
49.1K $1.62M
GOOGL
Alphabet Inc.

Communication Services
-374
- 4.23%
$144.7 - $178.6 $54.1K - $66.8K
8.47K $1.49M
HYG
Ishares Tr

ETFs
-3.06K
- 1.45%
$75.75 - $80.65 $232K - $247K
209K $16.8M
IYW
Ishares Dj Us Tech ETF

ETFs
-20
- 0.41%
$122.57 - $173.27 $2.45K - $3.47K
4.8K $832K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
-1.6K
- 1.56%
$32.86 - $40.05 $52.5K - $64K
101K $4.01M
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
-1.48K
- 1.76%
$22.28 - $27.57 $32.9K - $40.7K
82.3K $2.27M
AVGO
Broadcom Inc.

Technology
-329
- 10.45%
$146.29 - $275.65 $48.1K - $90.7K
2.82K $777K
DGS
Wisdomtree Emerging Markets Sm

ETFs
-679
- 1.59%
$43.34 - $55.24 $29.4K - $37.5K
42K $2.32M
ORCL
Oracle Corp

Technology
-506
- 8.15%
$122.82 - $218.63 $62.1K - $111K
5.7K $1.25M
FNDF
Schwab Fundamental Intl Large

ETFs
-1.53K
- 1.33%
$32.25 - $40.02 $49.4K - $61.4K
113K $4.54M
XLC
Select Sector Spdr Tr Communic

ETFs
-4.55K
- 5.85%
$86.13 - $108.53 $391K - $493K
73.1K $7.93M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-1.25K
- 1.35%
$36.01 - $45.69 $45.1K - $57.2K
91.7K $4.19M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-253
- 1.25%
$224.16 - $285.86 $56.7K - $72.3K
20K $5.72M
CAT
Caterpillar Inc

Industrials
-177
- 1.39%
$273.94 - $388.21 $48.5K - $68.7K
12.6K $4.89M
WMT
Walmart Inc.

Consumer Defensive
-101
- 0.14%
$81.79 - $99.98 $8.26K - $10.1K
73.8K $7.22M
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.29K
- 1.4%
$104.34 - $138.68 $134K - $178K
90.5K $12.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-552
- 1.29%
$320.42 - $421.7 $177K - $233K
42.3K $17.9M
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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