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Nathan Hatton Walsh

@Occidental Asset Management, Llc

Latest period2024 - Q4ReportedManaged Assets$640.711MTotal holdings214
Assets growth rate3.37%Assets growth rate (2-Q avg)6.08%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Occidental Asset Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 214 positions.

Assets under management

The assets under management (AUM) of Occidental Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 640.711M in assets, with a quarterly growth rate of 3.37% and a 2-quarter average growth rate of 6.08%. The portfolio is managed by Nathan Hatton Walsh, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MINTPimco Etf Tr
Recent Activity
New Position
0.12%
$741,412
7,389 shares@ $100.34 avg price
RMDResmed Inc
Recent Activity
New Position
0.06%
$332,287
1,453 shares@ $228.7 avg price
VLOValero Energy Corp
Recent Activity
New Position
0.05%
$319,244
2,604 shares@ $122.6 avg price
ABNBAirbnb Inc
Recent Activity
New Position
0.05%
$300,535
2,287 shares@ $131.42 avg price
ISRGIntuitive Surgical Inc
Recent Activity
New Position
0.05%
$295,951
567 shares@ $521.96 avg price
APPApplovin Corp
Recent Activity
New Position
0.05%
$294,361
909 shares@ $323.83 avg price
SFLRInnovator Etfs Trust
Recent Activity
New Position
0.04%
$252,221
7,725 shares@ $32.65 avg price
LULULululemon Athletica Inc
Recent Activity
New Position
0.04%
$238,241
623 shares@ $382.41 avg price
XELXcel Energy Inc
Recent Activity
New Position
0.04%
$217,212
3,217 shares@ $67.53 avg price
ANETArista Networks Inc
Recent Activity
New Position
0.04%
$207,354
1,876 shares@ $110.53 avg price