All Season Financial Advisors, Inc. Portfolio Holdings

All Season Financial Advisors, Inc.

  • $115 Million
  • Q3 2024

All Season Financial Advisors, Inc. has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $115 Million distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $6.71M, Vanguard Total International B with a value of $5.11M, Ishares Msci India Index Fund with a value of $4.64M, Vanguard Specialized Funds Van with a value of $4.62M, and Vanguard Ftse Developed Market with a value of $4.52M.

Examining the 13F form we can see an increase of $5.88M in the current position value, from $109M to 115M.

Below you can find more details about All Season Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $115 Million
ETFs: $84.3 Million
Financial Services: $17.4 Million
Technology: $3.34 Million
Real Estate: $2.66 Million
Industrials: $1.92 Million
Communication Services: $1.69 Million
Consumer Cyclical: $1.21 Million
Basic Materials: $902,000
Other: $222,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.37B
$650,000 0.57% of portfolio
62,166
Q3 2024 Added 47.9%
$4.25B
$410,000 0.36% of portfolio
22,079
Q3 2024 New
$6.16B
$400,000 0.35% of portfolio
19,651
Q3 2024 New
$3.38B
$386,000 0.34% of portfolio
7,878
Q3 2024 Added 0.23%
$4.76B
$337,000 0.29% of portfolio
5,455
Q3 2024 New
$5.27B
$326,000 0.28% of portfolio
24,398
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $115 Million
  • Prior Value $109 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 24 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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