Occidental Asset Management, LLC has filed its 13F form on April 16, 2024 for Q1 2024 where it was disclosed a total value porftolio of $530 Million distributed in 202 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $27.4M, Apple Inc. with a value of $23.5M, Spdr Portfolio Intermediate Te with a value of $19.3M, Ishares Russell 1000 Gr ETF with a value of $18.4M, and Spdr Portfolio Short Term Corp with a value of $16.3M.
Examining the 13F form we can see an increase of $51.1M in the current position value, from $479M to 530M.
Below you can find more details about Occidental Asset Management, LLC portfolio as well as his latest detailed transactions.