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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
NFLXNetflix Inc
Recent Activity
Increased 0.43%
0.19%
$505,710
713 shares@ $709.28 avg price
GSGoldman Sachs Group Inc
Recent Activity
0.19%
$495,110
1,000 shares@ $495.11 avg price
7846⤦Spdr Dow Jones Indl Average
Recent Activity
0.18%
$465,432↓ Put
1,100 shares@ $423.12 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 0.18%
0.17%
$462,706
2,820 shares@ $164.09 avg price
GOOGLAlphabet Inc
Recent Activity
0.16%
$411,308
2,480 shares@ $165.85 avg price
VZVerizon Communications Inc
Recent Activity
Increased 0.16%
0.15%
$408,776
9,102 shares@ $44.92 avg price
CSCOCisco Sys Inc
Recent Activity
0.15%
$403,195
7,576 shares@ $53.23 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 0.02%
0.15%
$400,337
8,834 shares@ $45.32 avg price
IJKIshares Tr
Recent Activity
Decreased -0.8%
0.15%
$397,230
4,321 shares@ $91.94 avg price
GLDSpdr Gold Tr
Recent Activity
0.15%
$395,702
1,628 shares@ $243.07 avg price