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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
IWSIshares Tr
Recent Activity
Increased 4.42%
1.86%
$11.888M
91,916 shares@ $129.35 avg price
IAGGIshares Tr
Recent Activity
Increased 3.61%
1.51%
$9.636M
193,026 shares@ $49.92 avg price
EMBIshares Tr
Recent Activity
Increased 10.27%
1.42%
$9.051M
101,651 shares@ $89.05 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Increased 1331.25%
1.29%
$8.233M
36,697 shares@ $224.36 avg price
ANGLVaneck Etf Trust
Recent Activity
Increased 4.42%
1.25%
$7.958M
277,557 shares@ $28.68 avg price
GOOGAlphabet Inc
Recent Activity
Increased 89.25%
1.1%
$7.019M
36,856 shares@ $190.45 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 7.17%
1.01%
$6.445M
29,378 shares@ $219.4 avg price
WMTWalmart Inc
Recent Activity
Increased 1.41%
0.99%
$6.33M
70,057 shares@ $90.36 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 3.4%
0.9%
$5.748M
23,977 shares@ $239.71 avg price
HDHome Depot Inc
Recent Activity
Increased 4.2%
0.9%
$5.715M
15,186 shares@ $376.34 avg price