0001214659-22-008949.txt : 20220718 0001214659-22-008949.hdr.sgml : 20220718 20220718162216 ACCESSION NUMBER: 0001214659-22-008949 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220718 DATE AS OF CHANGE: 20220718 EFFECTIVENESS DATE: 20220718 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Occidental Asset Management, LLC CENTRAL INDEX KEY: 0001770994 IRS NUMBER: 462763324 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19444 FILM NUMBER: 221089409 BUSINESS ADDRESS: STREET 1: 301 CALIFORNIA DR. #9 CITY: BURLINGAME STATE: CA ZIP: 94010 BUSINESS PHONE: 650-409-3888 MAIL ADDRESS: STREET 1: 301 CALIFORNIA DR. #9 CITY: BURLINGAME STATE: CA ZIP: 94010 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001770994 XXXXXXXX 06-30-2022 06-30-2022 false Occidental Asset Management, LLC

301 CALIFORNIA DR. #9 BURLINGAME CA 94010

13F HOLDINGS REPORT 028-19444 N Nathan Hatton Walsh 650-409-3888 /s/Nathan Hatton Walsh San Francisco CA 07-18-2022 0 179 337300 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 1569 12126 SH SOLE 0 0 12126 ABBVIE INC COM 00287Y109 572 3735 SH SOLE 0 0 3735 ABERDEEN TOTAL DYNAMIC DIVD COM SH BEN INT 00326L100 111 13791 SH SOLE 0 0 13791 ADVANCED MICRO DEVICES INC COM 007903107 289 3780 SH SOLE 0 0 3780 AGILENT TECHNOLOGIES INC COM 00846U101 1887 15887 SH SOLE 0 0 15887 ALPHABET INC CAP STK CL A 02079K305 503 231 SH SOLE 0 0 231 ALPHABET INC CAP STK CL C 02079K107 911 416 SH SOLE 0 0 416 AMAZON COM INC COM 023135106 1264 11903 SH SOLE 0 0 11903 AMERISOURCEBERGEN CORP COM 03073E105 2423 17127 SH SOLE 0 0 17127 APPLE INC COM 037833100 16485 120578 SH SOLE 0 0 120578 APPLIED MATLS INC COM 038222105 1390 15274 SH SOLE 0 0 15274 ARCHER DANIELS MIDLAND CO COM 039483102 1399 18028 SH SOLE 0 0 18028 AVNET INC COM 053807103 2019 47086 SH SOLE 0 0 47086 BERKSHIRE HATHAWAY INC DEL CL B NEW 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ENTERPRISE GRP IN COM 744573106 2090 33024 SH SOLE 0 0 33024 QUALCOMM INC COM 747525103 2090 16363 SH SOLE 0 0 16363 QUEST DIAGNOSTICS INC COM 74834L100 2213 16640 SH SOLE 0 0 16640 RELIANCE STEEL & ALUMINUM CO COM 759509102 2385 14041 SH SOLE 0 0 14041 SALESFORCE INC COM 79466L302 704 4263 SH SOLE 0 0 4263 SEALED AIR CORP NEW COM 81211K100 803 13909 SH SOLE 0 0 13909 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 466 8588 SH SOLE 0 0 8588 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 283 3925 SH SOLE 0 0 3925 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 507 3990 SH SOLE 0 0 3990 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2485 19380 SH SOLE 0 0 19380 SOUTHERN COPPER CORP COM 84265V105 927 18612 SH SOLE 0 0 18612 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 2821 81119 SH SOLE 0 0 81119 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 3597 124738 SH SOLE 0 0 124738 SPDR S&P 500 ETF TR TR UNIT 78462F103 2245 5950 SH SOLE 0 0 5950 SPDR SER TR PORTFOLIO INTRMD 78464A375 24104 738691 SH SOLE 0 0 738691 SPDR SER TR S&P 600 SMCP GRW 78464A201 542 7691 SH SOLE 0 0 7691 SPDR SER TR S&P 600 SMCP VAL 78464A300 565 7797 SH SOLE 0 0 7797 SPDR SER TR S&P 400 MDCP VAL 78464A839 1164 19237 SH SOLE 0 0 19237 SPDR SER TR PRTFLO S&P500 GW 78464A409 4842 92611 SH SOLE 0 0 92611 SPDR SER TR PORTFOLIO SHORT 78464A474 20898 702931 SH SOLE 0 0 702931 SPDR SER TR PRTFLO S&P500 VL 78464A508 4027 109377 SH SOLE 0 0 109377 SPDR SER TR S&P DIVID ETF 78464A763 2096 17658 SH SOLE 0 0 17658 SPDR SER TR S&P 400 MDCP GRW 78464A821 1071 17571 SH SOLE 0 0 17571 SPDR SER TR BLOOMBERG HIGH Y 78468R622 1216 13407 SH SOLE 0 0 13407 SPDR SER TR BBG CONV SEC ETF 78464A359 1462 22642 SH SOLE 0 0 22642 SPOTIFY TECHNOLOGY S A SHS L8681T102 243 2593 SH SOLE 0 0 2593 STRATEGY SHS DAY HAGAN NED 86280R803 513 16452 SH SOLE 0 0 16452 SYSCO CORP COM 871829107 239 2825 SH SOLE 0 0 2825 TARGET CORP COM 87612E106 1656 11724 SH SOLE 0 0 11724 TELEDYNE TECHNOLOGIES INC COM 879360105 200 532 SH SOLE 0 0 532 TESLA INC COM 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