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