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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
CLXClorox Co Del
Recent Activity
Decreased -0.08%
0.74%
$1.993M
12,231 shares@ $162.92 avg price
MMM3m Co
Recent Activity
Decreased -0.92%
0.71%
$1.91M
13,971 shares@ $136.71 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -0.14%
0.63%
$1.705M
9,846 shares@ $173.21 avg price
DDominion Energy Inc
Recent Activity
Decreased -0.25%
0.57%
$1.552M
26,849 shares@ $57.8 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -3.16%
0.56%
$1.518M
9,369 shares@ $162.06 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -1.78%
0.5%
$1.341M
2,914 shares@ $460.27 avg price
IVWIshares Tr
Recent Activity
Decreased -12.38%
0.29%
$781,703
8,164 shares@ $95.75 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -3.15%
0.27%
$733,255
4,386 shares@ $167.19 avg price
WFCWells Fargo Co New
Recent Activity
Decreased -7.96%
0.22%
$587,665
10,403 shares@ $56.49 avg price
IJKIshares Tr
Recent Activity
Decreased -0.8%
0.15%
$397,230
4,321 shares@ $91.94 avg price