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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
AMTAmerican Tower Corp New
Recent Activity
Exited
0%
$3.25M
13,977 shares@ $232.56 avg price
COMDirexion Shs Etf Tr
Recent Activity
Exited
0%
$2.876M
100,073 shares@ $28.74 avg price
EBAYEbay Inc.
Recent Activity
Exited
0%
$1.889M
29,010 shares@ $65.11 avg price
IEMGIshares Inc
Recent Activity
Exited
0%
$1.752M
30,525 shares@ $57.41 avg price
AMTMAmentum Holdings Inc
Recent Activity
Exited
0%
$723,239
22,426 shares@ $32.26 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Exited
0%
$572,156
11,379 shares@ $50.29 avg price
VRTXVertex Pharmaceuticals Inc
Recent Activity
Exited
0%
$323,231
695 shares@ $465.09 avg price
BNDVanguard Bd Index Fds
Recent Activity
Exited
0%
$247,598
3,296 shares@ $75.13 avg price
TFCTruist Finl Corp
Recent Activity
Exited
0%
$228,820
5,350 shares@ $42.78 avg price
SYYSysco Corp
Recent Activity
Exited
0%
$223,095
2,858 shares@ $78.06 avg price