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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$941,000 0.82% of portfolio
79,457
Q3 2024 Added 43.68%
$0
$819,000 0.72% of portfolio
24,976
Q3 2024 Added 100.11%
$0
$798,000 0.7% of portfolio
42,867
Q3 2024 Added 94.66%
$0
$773,000 0.67% of portfolio
38,208
Q3 2024 Added 1.47%
$0
$702,000 0.61% of portfolio
33,533
Q3 2024 Reduced 0.54%
$0
$656,000 0.57% of portfolio
46,294
Q3 2024 Added 0.31%
$0
$642,000 0.56% of portfolio
40,909
Q3 2024 Added 0.32%
$0
$642,000 0.56% of portfolio
138,974
Q3 2024 Added 0.89%
$0
$646,000 0.56% of portfolio
80,239
Q3 2024 Added 0.68%
$0
$633,000 0.55% of portfolio
26,775
Q3 2024 Added 0.22%
$0
$634,000 0.55% of portfolio
24,395
Q3 2024 Added 0.22%
$0
$489,000 0.43% of portfolio
34,050
Q3 2024 Added 0.91%
$0
$428,000 0.37% of portfolio
38,036
Q3 2024 Added 0.21%
$0
$408,000 0.36% of portfolio
12,333
Q3 2024 Reduced 8.98%
$0
$249,000 0.22% of portfolio
26,579
Q3 2024 Added 43.06%
$0
$241,000 0.21% of portfolio
20,134
Q3 2024 Added 43.87%

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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