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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
AGQProshares Tr Ii
Recent Activity
Exited
0%
$778,890
21,000 shares@ $37.09 avg price
7846⤦Spdr Ser Tr
Recent Activity
Exited
0%
$540,100 Put
11,000 shares@ $49.1 avg price
4642⤦Ishares Silver Tr
Recent Activity
Exited
0%
$358,695 Put
13,500 shares@ $26.57 avg price
8136⤦Select Sector Spdr Tr
Recent Activity
Exited
0%
$328,880 Put
8,000 shares@ $41.11 avg price
1926⤦Coinbase Global Inc
Recent Activity
Exited
0%
$244,453 Call
1,100 shares@ $222.23 avg price
BABoeing Co
Recent Activity
Exited
0%
$236,613
1,300 shares@ $182.01 avg price
USOUnited Sts Oil Fd Lp
Recent Activity
Exited
0%
$211,471
2,657 shares@ $79.6 avg price