Fund HoldingsOccidental Asset Management, LLC

Total Portfolio Value
$431.96M
Total Bought
$35.40M
Total Sold
$39.48M
Net Transaction
-$4.07M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ISHARES TR
FLTG RATE NT ETF
186,863224,531+37,6689,49611,4262.65%+1,930
T ROWE PRICE ETF INC
TOTAL RETURN ETF
59,529106,164+46,6352,4294,1480.96%+1,719
ISHARES TR25,30846,212+20,9042,4074,1230.95%+1,716
ISHARES TR62,70680,457+17,7516,8888,3951.94%+1,507
ISHARES TR68,55187,862+19,3116,6248,0261.86%+1,402
VANECK ETF TRUST
FALLEN ANGEL HG
105,465154,520+49,0552,9294,1810.97%+1,253
ISHARES TR61,36078,320+16,9605,3106,4631.50%+1,153
SPDR SER TR
ST INTER BD ETF
472,987514,956+41,96915,18816,1953.75%+1,008
FLEXSHARES TR
CRE SLCT BD FD
738,767817,874+79,10716,34517,3264.01%+981
FIDELITY MERRIMACK STR TR310,845346,136+35,29114,11915,0783.49%+959
ISHARES INC
CORE MSCI EMKT
020,024+20,02409530.22%+953
L3HARRIS TECHNOLOGIES INC(LHX)05,067+5,06708820.20%+882
ISHARES TR139,407153,431+14,02410,46511,3112.62%+846
ISHARES TR
US TREAS BD ETF
411,726464,816+53,0909,42910,2452.37%+816
CATERPILLAR INC(CAT)5,6347,699+2,0651,3862,1020.49%+716
SELECT SECTOR SPDR TR
ST STR SVC ETF
39,56049,461+9,9012,5753,2430.75%+669
ISHARES TR17,83427,038+9,2041,3962,0180.47%+622
ISHARES TR
BROAD USD HIGH
18,32436,356+18,0326471,2620.29%+615
US BANCORP DEL(USB)43,41259,610+16,1981,4341,9710.46%+536
GRANITE CONSTR INC(GVA)16,06129,548+13,4876391,1230.26%+485
MEDTRONIC PLC(MDT)06,101+6,10104780.11%+478
WISDOMTREE TR(WT)52,55168,868+16,3171,6422,0980.49%+456
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
09,405+9,40504500.10%+450
WISDOMTREE TR(WT)26,84435,445+8,6011,5962,0370.47%+441
GREENBRIER COS INC(GBX)16,71128,964+12,2537201,1590.27%+438
AMGEN INC(AMGN)01,514+1,51404070.09%+407
ISHARES TR15,37018,449+3,0793,7304,1350.96%+406
SCHWAB STRATEGIC TR51,91165,389+13,4781,6762,0710.48%+395
UGI CORP NEW(UGI)016,763+16,76303860.09%+386
SELECT SECTOR SPDR TR
ST STR TECHN ETF
16,29219,563+3,2712,8333,2070.74%+374
WISDOMTREE TR(WT)47,75462,696+14,9421,6432,0080.46%+364
JACOBS SOLUTIONS INC(J)14,18914,877+6881,6872,0310.47%+344
ISHARES TR
MSCI INTL MOMENT
52,92566,674+13,7491,7572,0990.49%+342
CROWN CASTLE INC(CCI)014,730+14,73001,3560.31%+1,356
CHUBB LIMITED
COM
6,4727,353+8811,2461,5310.35%+285
SELECT SECTOR SPDR TR
ST STR INDL ETF
02,524+2,52402560.06%+256
AIR PRODS & CHEMS INC4,7745,899+1,1251,4301,6720.39%+242
OMNICOM GROUP INC(OMC)03,217+3,21702400.06%+240
J P MORGAN EXCHANGE TRADED F
DIV RTN EM EQT
16,14520,872+4,7278151,0510.24%+236
BROADRIDGE FINL SOLUTIONS IN(BR)15,05815,233+1752,4942,7270.63%+233
SELECT SECTOR SPDR TR
ST STR ENERG ETF
02,545+2,54502300.05%+230
SCHWAB STRATEGIC TR33,69842,942+9,2449021,1260.26%+224
META PLATFORMS INC(META)23,70023,387-3136,8017,0211.63%+220
WILLIAMS SONOMA INC(WSM)01,406+1,40602180.05%+218
OCCIDENTAL PETE CORP(OXY)03,332+3,33202160.05%+216
WISDOMTREE TR(WT)17,88022,627+4,7478321,0470.24%+215
WISDOMTREE TR(WT)39,63150,086+10,4559031,1170.26%+215
UNITEDHEALTH GROUP INC(UNH)6,5316,647+1163,1393,3510.78%+212
MARRIOTT INTL INC NEW(MAR)01,076+1,07602110.05%+211
EMERSON ELEC CO(EMR)26,39726,869+4722,3862,5950.60%+209
OKTA INC(OKTA)033,501+33,50102,7310.63%+2,731
NVIDIA CORPORATION(NVDA)33,91733,456-46114,34814,5533.37%+205
WILLIAMS COS INC(WMB)55,00359,346+4,3431,7951,9990.46%+205
ISHARES TR
ESG AWRE USD ETF
09,315+9,31502030.05%+203
ALPHABET INC(GOOG)14,41714,462+451,7441,9070.44%+163
INTERNATIONAL PAPER CO(IP)035,676+35,67601,2650.29%+1,265
NEXTERA ENERGY INC(NEE)20,20728,847+8,6401,4991,6530.38%+153
SOUTHERN COPPER CORP(SCCO)028,093+28,09302,1150.49%+2,115
MOSAIC CO NEW(MOS)064,402+64,40202,2930.53%+2,293
ARCHER DANIELS MIDLAND CO25,23127,080+1,8491,9062,0420.47%+136
ELI LILLY & CO(LLY)1,8331,83308609850.23%+125
BERKSHIRE HATHAWAY INC DEL4,2074,407+2001,4351,5440.36%+109
AGCO CORP10,69512,770+2,0751,4061,5100.35%+105
EXXON MOBIL CORP09,652+9,65201,1350.26%+1,135
CONSTELLATION BRANDS INC(STZ)10,06310,249+1862,4772,5760.60%+99
ABBVIE INC(ABBV)06,496+6,49609680.22%+968
ISHARES TR08,604+8,60408120.19%+812
FIRST TR EXCH TRADED FD III
ULTRA SHT DUR MU
26,28829,882+3,5945255950.14%+70
CONOCOPHILLIPS(COP)04,072+4,07204880.11%+488
MARSH & MCLENNAN COS INC(MRSH)15,36215,523+1612,8892,9540.68%+65
SPDR SER TR
ST STR SP600GRWO
010,793+10,79307910.18%+791
VANGUARD INDEX FDS6,2656,641+3762,5522,6080.60%+56
CF INDS HLDGS INC(CF)02,925+2,92502510.06%+251
WALMART INC(WMT)18,56418,548-162,9182,9660.69%+48
FIRST TR EXCH TRADED FD III
SHRT DUR MNG MUN
37,58240,501+2,9197427850.18%+43
JPMORGAN CHASE & CO(JPM)17,67117,966+2952,5702,6050.60%+35
DOW INC(DOW)36,57638,457+1,8811,9481,9830.46%+35
SPDR SER TR
ST STR SP600SM C
010,742+10,74207770.18%+777
ALPHABET INC(GOOG)04,485+4,48505870.14%+587
CISCO SYS INC(CSCO)021,087+21,08701,1340.26%+1,134
CELANESE CORP DEL(CE)02,674+2,67403360.08%+336
GALLAGHER ARTHUR J & CO(AJG)03,024+3,02406890.16%+689
NETAPP INC(NTAP)34,59335,116+5232,6432,6650.62%+22
NXP SEMICONDUCTORS N V
COM
5,3315,533+2021,0911,1060.26%+15
DUKE ENERGY CORP NEW(DUK)11,51211,856+3441,0331,0460.24%+13
ADOBE INC(ADBE)0520+52002650.06%+265
BROWN & BROWN INC(BRO)9,5489,54806576670.15%+10
RELIANCE STEEL & ALUMINUM CO(RS)13,96214,496+5343,7923,8010.88%+9
NUVEEN CR STRATEGIES INCOME
COM SHS
014,812+14,8120750.02%+75
NUVEEN MUN VALUE FD INC(NUV)014,815+14,81501220.03%+122
VIRTUS CONVERTIBLE & INC FD012,690+12,6900350.01%+35
RBB FD INC
F/M US TREASURY
05,000+5,00002500.06%+250
CBRE GBL REAL ESTATE INC FD014,831+14,8310670.02%+67
NOVARTIS AG(NVS)03,623+3,62303690.09%+369
FLEXSHARES TR
HIG YLD VL ETF
07,000+7,00002780.06%+278
INVESCO QQQ TR0670+67002400.06%+240
INVESCO EXCHANGE TRADED FD T
S&P SPIN OFF
010,000+10,00005600.13%+560
ABRDN TOTAL DYNAMIC DIVIDEND
COM SH BEN INT
022,746+22,74601720.04%+172
VIRTUS DIVIDEND INTEREST & P(NFJ)013,707+13,70701550.04%+155
PROCTER AND GAMBLE CO(PG)02,206+2,20603220.07%+322
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