0001085146-18-001038.txt : 20180410 0001085146-18-001038.hdr.sgml : 20180410 20180410112608 ACCESSION NUMBER: 0001085146-18-001038 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180410 DATE AS OF CHANGE: 20180410 EFFECTIVENESS DATE: 20180410 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Oakmont Partners LLC CENTRAL INDEX KEY: 0001631353 IRS NUMBER: 204893886 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16362 FILM NUMBER: 18747252 BUSINESS ADDRESS: STREET 1: 1R NEWBURY STREET STREET 2: SUITE 307 CITY: PEABODY STATE: MA ZIP: 01960 BUSINESS PHONE: 617.227.3170 MAIL ADDRESS: STREET 1: 1R NEWBURY STREET STREET 2: SUITE 307 CITY: PEABODY STATE: MA ZIP: 01960 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001631353 XXXXXXXX 03-31-2018 03-31-2018 Oakmont Partners LLC

1R NEWBURY STREET SUITE 307 PEABODY MA 01960

13F HOLDINGS REPORT 028-16362 N John DeSimone 617 227-3170 /s/ John DeSimone Peabody MA 04-09-2018 0 92 193900 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBVIE INCCOM00287Y1093693898SHSOLE 389800ALPHABET INCCAP STK CL A02079K305253244SHSOLE 24400AMAZON COM INCCOM023135106499345SHSOLE 34500AMGEN INCCOM03116210015218924SHSOLE 892400APPLE INCCOM037833100246014663SHSOLE 1466300AT&T INCCOM00206R10242812013SHSOLE 1201300AUTOMATIC DATA PROCESSING INCOM053015103181616000SHSOLE 1600000BANK AMER CORPCOM0605051042107015SHSOLE 701500BECTON DICKINSON & COCOM07588710915627210SHSOLE 721000BERKSHIRE HATHAWAY INC DELCL B NEW0846707022881442SHSOLE 144200BLACKROCK MUNI 2018 TERM TRCOM09248C10624016100SHSOLE 1610000BROOKLINE BANCORP INC DELCOM11373M10737923413SHSOLE 2341300CATERPILLAR INC DELCOM1491231014112786SHSOLE 278600CHEVRON CORP NEWCOM1667641003132743SHSOLE 274300CISCO SYS INCCOM17275R1022144997SHSOLE 499700CLOROX CO DELCOM189054109150111274SHSOLE 1127400DISNEY WALT COCOM DISNEY2546871063183167SHSOLE 316700DOWDUPONT INCCOM26078J1002413783SHSOLE 378300EATON CORP PLCSHSG291831032563205SHSOLE 320500EATON VANCE MUN BD FDCOM27827X10115012693SHSOLE 1269300ESPERION THERAPEUTICS INC NECOM29664W1053544900SHSOLE 490000EXXON MOBIL CORPCOM30231G1025247021SHSOLE 702100GLOBALSTAR INCCOM3789734081015000SHSOLE 1500000HOME DEPOT INCCOM4370761023061718SHSOLE 171800ILLINOIS TOOL WKS INCCOM452308109232914864SHSOLE 1486400INDUSTREA ACQUISITION CORPCL A45579J10415015300SHSOLE 1530000INTEL CORPCOM4581401002524847SHSOLE 484700INVESCO MUN OPPORTUNITY TRCOM46132C10715012800SHSOLE 1280000INVESCO MUN TRCOM46131J10315012800SHSOLE 1280000ISHARES TRTIPS BD ETF4642871767216376SHSOLE 637600ISHARES TRCORE US AGGBD ET4642872263022818SHSOLE 281800ISHARES TRMSCI EMG MKT ETF4642872349103188542SHSOLE 18854200ISHARES TRIBOXX INV CP ETF464287242373631825SHSOLE 3182500ISHARES TRGLOBAL TECH ETF4642872914722980SHSOLE 298000ISHARES TRMSCI EAFE ETF46428746515553223209SHSOLE 22320900ISHARES TRRUS MDCP VAL ETF4642874732022334SHSOLE 233400ISHARES TRRUS MID CAP ETF46428749918849126SHSOLE 912600ISHARES TRCOHEN STEER REIT464287564308533066SHSOLE 3306600ISHARES TRU.S. CNSM SV ETF4642875806093340SHSOLE 334000ISHARES TRRUS 1000 VAL ETF4642875987636357SHSOLE 635700ISHARES TRRUS 1000 GRW ETF4642876141333697996SHSOLE 9799600ISHARES TRRUS 1000 ETF464287622505934445SHSOLE 3444500ISHARES TRRUS 2000 VAL ETF46428763010348487SHSOLE 848700ISHARES TRRUS 2000 GRW ETF464287648474724912SHSOLE 2491200ISHARES TRRUSSELL 2000 ETF464287655877457791SHSOLE 5779100ISHARES TREAFE SML CP ETF464288273136320902SHSOLE 2090200ISHARES TRIBOXX HI YD ETF464288513310636267SHSOLE 3626700ISHARES TRINTRMD CR BD ETF464288638161615073SHSOLE 1507300ISHARES TR1 3 YR CR BD ETF464288646187118024SHSOLE 1802400ISHARES TRS&P US PFD STK4642886878624229619SHSOLE 22961900ISHARES TRUS HLTHCR PR ETF4642888283342116SHSOLE 211600ISHARES TRFLTG RATE NT ETF46429B655236346389SHSOLE 4638900JOHNSON & JOHNSONCOM478160104341926682SHSOLE 2668200JPMORGAN CHASE & COCOM46625H1004434026SHSOLE 402600LYONDELLBASELL INDUSTRIES NSHS - A -N537451003162993SHSOLE 299300MASTERCARD INCORPORATEDCL A57636Q1042321325SHSOLE 132500MICROSOFT CORPCOM5949181048088849SHSOLE 884900NIKE INCCL B6541061032263398SHSOLE 339800NUVEEN QUALITY MUNCP INCOMECOM67066V10124218400SHSOLE 1840000OPES ACQUISITION CORPCOM68373P10014915400SHSOLE 1540000PEPSICO INCCOM7134481082011837SHSOLE 183700PFIZER INCCOM7170811033118767SHSOLE 876700POWERSHARES ETF TR IISOVEREIGN DEBT73936T57366823689SHSOLE 2368900POWERSHARES ETF TRUST IISENIOR LN PORT73936Q76910305445524SHSOLE 44552400POWERSHARES QQQ TRUSTUNIT SER 173935A104189611840SHSOLE 1184000PUTNAM MUN OPPORTUNITIES TRSH BEN INT74692210315012900SHSOLE 1290000RYDEX ETF TRUSTGUG S&P500 EQ WT78355W1065085110SHSOLE 511000SALESFORCE COM INCCOM79466L302217718717SHSOLE 1871700SELECT SECTOR SPDR TRSBI CONS STPLS81369Y30867012736SHSOLE 1273600SELECT SECTOR SPDR TRTECHNOLOGY81369Y803375857449SHSOLE 5744900SPDR GOLD TRUSTGOLD SHS78463V1077365854SHSOLE 585400SPDR INDEX SHS FDSDJ GLB RL ES ETF78463X7496364137533SHSOLE 13753300SPDR S&P 500 ETF TRTR UNIT78462F103421616023SHSOLE 1602300SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y1071782852170SHSOLE 5217000SPDR SER TRBLOOMBERG SRT TR78468R4087853286921SHSOLE 28692100SPDR SER TRNUVEEN BLMBRG SR78468R739101921302SHSOLE 2130200SSGA ACTIVE ETF TRSPDR TR TACTIC78467V84890818932SHSOLE 1893200SSGA ACTIVE TRSPDR DBLELN SHRT78470P2004368875SHSOLE 887500STANLEY BLACK & DECKER INCCOM8545021012321514SHSOLE 151400UNITEDHEALTH GROUP INCCOM91324P1022561194SHSOLE 119400VANECK VECTORS ETF TRHIGH YLD MUN ETF92189F361121339154SHSOLE 3915400VANGUARD INDEX FDSS&P 500 ETF SHS922908363237980SHSOLE 98000VANGUARD INDEX FDSREAL ESTATE ETF9229085537019291SHSOLE 929100VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858146331134SHSOLE 3113400VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C4097878100441SHSOLE 10044100VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C870123414540SHSOLE 1454000VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF9219438582605883SHSOLE 588300VANGUARD WHITEHALL FDS INCHIGH DIV YLD921946406581970539SHSOLE 7053900VERIZON COMMUNICATIONS INCCOM92343V1043176626SHSOLE 662600VERTEX PHARMACEUTICALS INCCOM92532F1003262000SHSOLE 200000VISA INCCOM CL A92826C8394794001SHSOLE 400100WISDOMTREE TRUS SMALLCAP DIVD97717W604133548715SHSOLE 4871500