Occidental Asset Management, LLC

Q3 2018 13F Holdings Report, Stock Holdings

Signature - Title
Nathan Hatton Walsh - CCO
Location
Burlingame, CA
Holdings as of
30 Sep 2018
Value $
$200M
Num holdings
156
Filing time
19 Mar 2019, 15:13:48 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included META, SPSB, IWF, SPIB, and IVE.
Previous filing
Q2 2018 - 19 Mar 2019
Next filing
Q4 2018 - 19 Mar 2019
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2018 Q3 compared to 2018 Q2 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Nathan Hatton Walsh CCO Burlingame, California 18 Mar 2019