Portfolio (Quarterly)
Guide ↗
Occidental Asset Management, LLC
· CIK 0001770994| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | — | LITHIUM AMERS CORP NEW | — | 34,032 | $148K | 0.02% | SOLD |
| 42 | NAD | NUVEEN QUALITY MUNCP INCOME | Financial Services | 10,256 | $123K | 0.01% | SOLD |
| 43 | PCT | PURECYCLE TECHNOLOGIES INC | Industrials | 12,693 | $109K | 0.01% | SOLD |
| 44 | — | LIONSGATE STUDIOS CORP | — | 11,468 | $105K | 0.01% | SOLD |
| 45 | LNG CALL | CHENIERE ENERGY INC | Energy | 400 | $6K | 0.00% | SOLD |
| 46 | NVDA PUT | NVIDIA CORPORATION | Technology | 800 | $304.0 | — | SOLD |
Sector Allocation
Technology
39.9%
Financial Services
10.0%
Communication Services
9.7%
Healthcare
8.9%
Industrials
8.0%
Consumer Defensive
6.1%
Consumer Cyclical
5.8%
Basic Materials
4.4%
Energy
3.2%
Utilities
3.1%