Occidental Asset Management, LLC
CIK
0001770994
City
BURLINGAME
State / Country
CA
Holdings in NFJ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $217,776 | 16,895 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $220,350 | 16,937 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $210,328 | 16,962 | Shares | Sole | 2025-07-14 |
| 2025-03-31 | $206,731 | 17,043 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $215,631 | 17,073 | Shares | Sole | 2025-01-15 |
| 2024-09-30 | $218,628 | 16,766 | Shares | Sole | 2024-10-15 |
| 2024-06-30 | $190,008 | 15,473 | Shares | Sole | 2024-07-15 |
| 2024-03-31 | $195,534 | 15,300 | Shares | Sole | 2024-04-16 |
| 2023-12-31 | $178,794 | 14,190 | Shares | Sole | 2024-01-19 |
| 2023-09-30 | $155,300 | 13,707 | Shares | Sole | 2023-10-18 |
| 2023-06-30 | $165,872 | 13,585 | Shares | Sole | 2023-07-12 |
| 2023-03-31 | $156,678 | 13,323 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $141,203 | 12,518 | Shares | Sole | 2023-01-24 |