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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
4609⤦Invesco Qqq Tr
Recent Activity
New Position
0.15%
$390,456↓ Put
800 shares@ $488.07 avg price
SBUXStarbucks Corp
Recent Activity
New Position
0.08%
$215,258
2,208 shares@ $97.5 avg price
HDHome Depot Inc
Recent Activity
New Position
0.08%
$205,262
507 shares@ $404.86 avg price
4581⤦Intel Corp
Recent Activity
New Position
0.07%
$166,566↑ Call
7,100 shares@ $23.46 avg price
0231⤦Amazon Com Inc
Recent Activity
New Position
0.03%
$74,532↓ Put
400 shares@ $186.33 avg price
7846⤦Spdr Gold Tr
Recent Activity
New Position
0.03%
$72,918↓ Put
300 shares@ $243.06 avg price
4642⤦Ishares Tr
Recent Activity
New Position
0.03%
$68,790↓ Put
1,500 shares@ $45.86 avg price
0207⤦Alphabet Inc
Recent Activity
New Position
0.03%
$66,876↓ Put
400 shares@ $167.19 avg price
6838⤦Oracle Corp
Recent Activity
New Position
0.02%
$51,120↓ Put
300 shares@ $170.4 avg price
5949⤦Microsoft Corp
Recent Activity
New Position
0.02%
$43,030↑ Call
100 shares@ $430.3 avg price