Fund HoldingsOccidental Asset Management, LLC

Total Portfolio Value
$662.34M
Total Bought
$99.31M
Total Sold
$53.65M
Net Transaction
+$45.66M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ISHARES TR
FLTG RATE NT ETF
285,683547,540+261,85714,53627,9524.22%+13,416
SELECT SECTOR SPDR TR
ST STR SVC ETF
6,32077,640+71,3206127,4881.13%+6,877
SPDR SER TR
ST SHOR CORP ETF
649,321824,840+175,51919,38924,8283.75%+5,439
PIMCO ETF TR
ENHAN SHRT MA AC
7,38948,749+41,3607414,9050.74%+4,164
BERKSHIRE HATHAWAY INC DEL04+403,1940.48%+3,194
GENERAL MLS INC(GIS)040,416+40,41602,4160.36%+2,416
HERSHEY CO(HSY)014,256+14,25602,4380.37%+2,438
ISHARES TR
CORE MSCI EAFE
024,582+24,58201,8600.28%+1,860
SCHWAB STRATEGIC TR0114,883+114,88304,1520.63%+4,152
CENCORA INC17,47318,421+9483,9265,1230.77%+1,197
AT&T INC(T)153,697164,050+10,3533,5004,6390.70%+1,140
ISHARES TR
MSCI INTL MOMENT
092,996+92,99603,7140.56%+3,714
WISDOMTREE TR(WT)79,579102,797+23,2182,7363,7820.57%+1,046
VISA INC(V)16,60417,782+1,1785,2486,2320.94%+984
ISHARES INC
CORE MSCI EMKT
018,150+18,15009800.15%+980
AMGEN INC(AMGN)013,987+13,98704,3580.66%+4,358
GILEAD SCIENCES INC(GILD)38,61640,119+1,5033,5674,4950.68%+928
SPDR INDEX SHS FDS
ST STR PO EX ETF
0116,650+116,65004,2470.64%+4,247
CARDINAL HEALTH INC(CAH)33,87335,613+1,7404,0064,9060.74%+900
MARSH & MCLENNAN COS INC(MRSH)19,35920,472+1,1134,1124,9960.75%+884
DUKE ENERGY CORP NEW(DUK)36,96539,640+2,6753,9834,8350.73%+852
OKTA INC(OKTA)33,50133,105-3962,6403,4830.53%+843
WISDOMTREE TR(WT)27,70842,710+15,0021,3552,0630.31%+708
JPMORGAN CHASE & CO.(JPM)23,97726,233+2,2565,7486,4350.97%+687
SPDR SER TR
ST INTER BD ETF
705,092713,905+8,81323,09923,7303.58%+631
CHUBB LIMITED
COM
12,36113,392+1,0313,4154,0440.61%+629
QUEST DIAGNOSTICS INC(DGX)24,33925,350+1,0113,6724,2890.65%+617
WISDOMTREE TR(WT)083,812+83,81202,0370.31%+2,037
BROADRIDGE FINL SOLUTIONS IN(BR)19,27620,453+1,1774,3584,9590.75%+601
RELIANCE INC(RS)017,426+17,42605,0320.76%+5,032
CISCO SYS INC(CSCO)17,28325,547+8,2641,0231,5770.24%+553
UNITEDHEALTH GROUP INC(UNH)08,358+8,35804,3780.66%+4,378
FLEXSHARES TR
CRE SLCT BD FD
0766,701+766,701017,0292.57%+17,029
ABBOTT LABS04,011+4,01105320.08%+532
ISHARES TR017,745+17,74501,6380.25%+1,638
MICROSOFT CORP(MSFT)43,71450,453+6,73918,42618,9402.86%+514
PHILIP MORRIS INTL INC(PM)04,908+4,90807790.12%+779
BLACKSTONE INC(BX)03,586+3,58605010.08%+501
BERKSHIRE HATHAWAY INC DEL03,914+3,91402,0850.31%+2,085
BAKER HUGHES COMPANY(BKR)84,11689,408+5,2923,4503,9290.59%+479
ELI LILLY & CO(LLY)01,953+1,95301,6130.24%+1,613
FIDELITY MERRIMACK STR TR0361,602+361,602016,5072.49%+16,507
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
09,398+9,39804590.07%+459
ALTRIA GROUP INC(MO)07,286+7,28604370.07%+437
DOMINION ENERGY INC(D)078,739+78,73904,4150.67%+4,415
SOUTHERN COPPER CORP(SCCO)042,906+42,90604,0100.61%+4,010
VANGUARD INTL EQUITY INDEX F08,921+8,92104040.06%+404
MONSTER BEVERAGE CORP NEW(MNST)06,872+6,87204020.06%+402
ISHARES TR014,201+14,20108290.13%+829
HALOZYME THERAPEUTICS INC(HALO)06,086+6,08603880.06%+388
MERCADOLIBRE INC(MELI)0194+19403780.06%+378
BROWN & BROWN INC(BRO)09,534+9,53401,1860.18%+1,186
ABBVIE INC(ABBV)07,954+7,95401,6670.25%+1,667
INTERNATIONAL BUSINESS MACHS(IBM)01,442+1,44203590.05%+359
VERTEX PHARMACEUTICALS INC(VRTX)0738+73803580.05%+358
HOWMET AEROSPACE INC(HWM)02,673+2,67303470.05%+347
SHIFT4 PMTS INC(FOUR)04,191+4,19103420.05%+342
META PLATFORMS INC(META)23,74324,707+96413,90214,2402.15%+339
ONEOK INC NEW(OKE)03,399+3,39903370.05%+337
PALO ALTO NETWORKS INC(PANW)01,972+1,97203370.05%+337
EXXON MOBIL CORP013,165+13,16501,5660.24%+1,566
COSTCO WHSL CORP NEW(COST)352684+3323236470.10%+324
NUTANIX INC(NTNX)04,601+4,60103210.05%+321
CINTAS CORP(CTAS)01,532+1,53203150.05%+315
INTUITIVE SURGICAL INC5671,218+6512966030.09%+307
GODADDY INC(GDDY)01,698+1,69803060.05%+306
COMMVAULT SYS INC(CVLT)01,931+1,93103050.05%+305
MURPHY USA INC(MUSA)0647+64703040.05%+304
DOXIMITY INC(DOCS)05,221+5,22103030.05%+303
BOX INC(BOX)09,710+9,71003000.05%+300
SPDR INDEX SHS FDS
ST PORT MARK ETF
052,804+52,80402,0790.31%+2,079
EXTRA SPACE STORAGE INC(EXR)02,004+2,00402980.04%+298
FAIR ISAAC CORP(FICO)0161+16102970.04%+297
MASTERCARD INCORPORATED(MA)1,1071,599+4925838770.13%+294
CADENCE DESIGN SYSTEM INC(CDNS)01,123+1,12302860.04%+286
QUALCOMM INC(QCOM)030,171+30,17104,6350.70%+4,635
QUALYS INC(QLYS)02,188+2,18802760.04%+276
S&P GLOBAL INC(SPGI)0540+54002740.04%+274
PARKER-HANNIFIN CORP(PH)0449+44902730.04%+273
PEPSICO INC(PEP)026,257+26,25703,9370.59%+3,937
ISHARES TR02,952+2,95202690.04%+269
ISHARES TR011,540+11,54002680.04%+268
TRANSDIGM GROUP INC(TDG)0189+18902610.04%+261
OREILLY AUTOMOTIVE INC(ORLY)0173+17302480.04%+248
THE CIGNA GROUP(CI)0753+75302480.04%+248
MANHATTAN ASSOCIATES INC(MANH)01,425+1,42502470.04%+247
ISHARES TR010,481+10,48102430.04%+243
ASTRAZENECA PLC(AZN)03,251+3,25102390.04%+239
ADOBE INC(ADBE)0622+62202390.04%+239
NEXTERA ENERGY INC(NEE)03,332+3,33202360.04%+236
THE TRADE DESK INC(TTD)04,168+4,16802280.03%+228
ISHARES TR
CORE INTL AGGR
0197,297+197,29709,8631.49%+9,863
ARES MANAGEMENT CORPORATION(ARES)01,491+1,49102190.03%+219
ILLINOIS TOOL WKS INC(ITW)14,01615,209+1,1933,5543,7720.57%+218
BLACKROCK INC(BLK)0228+22802160.03%+216
ELEVANCE HEALTH INC(ELV)0496+49602160.03%+216
T-MOBILE US INC(TMUS)0804+80402140.03%+214
FISERV INC(FISV)0965+96502130.03%+213
ISHARES TR
INTL DIV GRWTH
02,900+2,90002100.03%+210
MCKESSON CORP(MCK)0306+30602060.03%+206
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