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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
INTCIntel Corp
Recent Activity
Increased 10.59%
0.49%
$1.314M
55,990 shares@ $23.47 avg price
ORCLOracle Corp
Recent Activity
0.37%
$997,181
5,852 shares@ $170.41 avg price
ISRGIntuitive Surgical Inc
Recent Activity
0.31%
$834,668
1,699 shares@ $491.28 avg price
VTIVanguard Index Fds
Recent Activity
Increased 0.66%
0.29%
$789,254
2,787 shares@ $283.2 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
ABTAbbott Labs
Recent Activity
0.24%
$627,511
5,504 shares@ $114.01 avg price
AXPAmerican Express Co
Recent Activity
0.23%
$612,641
2,259 shares@ $271.21 avg price
XOMExxon Mobil Corp
Recent Activity
0.23%
$607,200
5,180 shares@ $117.23 avg price
WFCWells Fargo Co New
Recent Activity
Decreased -7.96%
0.22%
$587,665
10,403 shares@ $56.49 avg price