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Joseph L VanDam

@All Terrain Financial Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$272.828MTotal holdings91
Assets growth rate8.17%Assets growth rate (2-Q avg)3.66%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in All Terrain Financial Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 91 positions.

Assets under management

The assets under management (AUM) of All Terrain Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 272.828M in assets, with a quarterly growth rate of 8.17% and a 2-quarter average growth rate of 3.66%. The portfolio is managed by Joseph L VanDam, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.6%
17.83%
$48.621M
84,740 shares@ $573.77 avg price
LOWLowes Cos Inc
Recent Activity
12.81%
$34.944M
129,015 shares@ $270.86 avg price
IWMIshares Tr
Recent Activity
Increased 8.92%
6.67%
$18.19M
82,348 shares@ $220.89 avg price
AAPLApple Inc
Recent Activity
Decreased -1.85%
5.2%
$14.177M
60,845 shares@ $233.0 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Decreased -0.57%
4.87%
$13.274M
31,371 shares@ $423.13 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.81%
3.24%
$8.819M
20,494 shares@ $430.31 avg price
4642⤦Ishares Tr
Recent Activity
Decreased -6.87%
2.8%
$7.624M↓ Put
35,200 shares@ $216.61 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.17%
2.42%
$6.586M
35,344 shares@ $186.34 avg price
AGGIshares Tr
Recent Activity
Increased 36.89%
2.42%
$6.584M
65,013 shares@ $101.28 avg price
WMTWalmart Inc
Recent Activity
Decreased -1.95%
2.06%
$5.604M
69,403 shares@ $80.76 avg price