All Terrain Financial Advisors, LLC has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $237 Million distributed in 89 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 $45.8M, Lowes Companies Inc with a value of $28.4M, Ishares Russell 2000 ETF with a value of $15.3M, Apple Inc. with a value of $13.1M, and Spdr Dow Jones Industrial Average ETF Trust with a value of $12.3M.

Examining the 13F form we can see an increase of $5.44M in the current position value, from $232M to 237M.

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 $237 Million
ETFs: $110 Million
Consumer Cyclical: $35.5 Million
Technology: $30.4 Million
Consumer Defensive: $22.4 Million
Financial Services: $12.8 Million
Industrials: $7.81 Million
Healthcare: $7.14 Million
Communication Services: $5.43 Million
Other: $5.75 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $237 Million
  • Prior Value $232 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 08, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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