All Terrain Financial Advisors, LLC Portfolio Holdings

All Terrain Financial Advisors, LLC

  • $256 Million
  • Q4 2024

All Terrain Financial Advisors, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $256 Million distributed in 102 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $50.2M, Lowes Companies Inc with a value of $31.8M, Ishares Russell 2000 ETF with a value of $22.1M, Apple Inc. with a value of $15.2M, and Spdr Dow Jones Industrial Average ETF Trust with a value of $13M.

Examining the 13F form we can see an decrease of $4.65M in the current position value, from $261M to 256M.

All Terrain Financial Advisors, LLC is based out at Coon Rapids, MN

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

Portfolio value $256 Million
ETFs: $124 Million
Consumer Cyclical: $40.1 Million
Technology: $31.7 Million
Consumer Defensive: $18 Million
Financial Services: $15.2 Million
Industrials: $8.47 Million
Healthcare: $6.55 Million
Communication Services: $6.13 Million
Other: $6.08 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $256 Million
  • Prior Value $261 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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