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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
NVDANvidia Corporation
Recent Activity
Increased 1.02%
1.29%
$3.501M
28,830 shares@ $121.44 avg price
CAGConagra Brands Inc
Recent Activity
Decreased -1.94%
1.2%
$3.259M
100,220 shares@ $32.53 avg price
JPMJpmorgan Chase & Co
Recent Activity
Decreased -0.04%
1.19%
$3.236M
15,346 shares@ $210.86 avg price
PEPPepsico Inc
Recent Activity
Decreased -1.8%
1.18%
$3.206M
18,854 shares@ $170.06 avg price
SHYIshares Tr
Recent Activity
Increased 34.21%
1.05%
$2.86M
34,396 shares@ $83.15 avg price
7846⤦Spdr S&p 500 Etf Tr
Recent Activity
Decreased -57%
0.97%
$2.639M↓ Put
4,600 shares@ $573.76 avg price
ABBVAbbvie Inc
Recent Activity
0.81%
$2.187M
11,077 shares@ $197.49 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
0.79%
$2.145M
3,765 shares@ $569.63 avg price
TAt&t Inc
Recent Activity
Decreased -1.46%
0.76%
$2.069M
94,042 shares@ $22.0 avg price
AMGNAmgen Inc
Recent Activity
Decreased -0.25%
0.76%
$2.056M
6,381 shares@ $322.2 avg price