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| Happy Holidays!! thanks for using AUM13F!! |
| Occidental Asset Management LLC
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| CRD # | 168650 |
| SEC # | 801-78516 |
| CIK # | 0001770994 |
| AUM | $796.1 M (2025-05-29) |
| Employees | 12 (83% Investors, 0% Brokers) |
| Phone | 650-344-1600 |
| Address | 301 California Drive 9 Burlingame, CA 94010 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 53.2 | ||
| Apple Inc | 33.4 | ||
| Microsoft Corp | 26.5 | ||
| Facebook Inc | 18.4 | ||
| Alphabet Inc | 10.0 | ||
| Amazon Com Inc | 8.7 | ||
| J P Morgan Chase & Co | 8.0 | ||
| Wal Mart Stores Inc | 7.2 | ||
| VISA Inc | 6.3 | ||
| Morgan Stanley | 6.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 540 | 796.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,713 | 796.1 |
| By Discretionary | ||
| Discretionary | 1,713 | 796.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,713 | 796.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 796.1 | |
| Total | 1,713 | 796.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001770994] |
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|---|---|---|
|
Vaquero Private Wealth Ltd
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TX | 0.8 |
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Berthel Fisher & Company Financial Services Inc
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|
IA | 0.8 |
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Claremont Capital Management LLC
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AZ | 0.8 |
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Stablepoint Partners LLC
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MA | 0.8 |
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Perryman Financial Advisory Inc
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TX | 0.8 |
|
Founders Capital Management LLC
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CT | 0.8 |
|
Stonebrook Private LLC
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|
MI | 0.8 |
|
Madden Securities Corporation
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|
TX | 0.8 |
|
Icon Advisers Inc
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|
CO | 0.8 |
|
Vantage Financial Group Inc
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|
OH | 0.8 |