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All Terrain Financial Advisors Portfolio holdings

AUM $425M
1-Year Est. Return 16.3%
This Fund
S&P 500
This Quarter Est. Return
+0.04%
1 Year Est. Return
+16.3%
3 Year Est. Return
+52.84%
5 Year Est. Return
+58.01%
10 Year Est. Return
–
AUM
$305M
AUM Growth
+$32.6M
Cap. Flow
+$34.1M
Cap. Flow %
11.15%
Top 10 Hldgs %
65.77%
Holding
105
New
15
Increased
34
Reduced
28
Closed
3

Top Buys

Rank Stock Value
1
IWM icon
iShares Russell 2000 ETF
IWM
+$4.03M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$536K
3
IBIT icon
iShares Bitcoin Trust
IBIT
+$291K
4
BA icon
Boeing
BA
+$235K
5
SHOP icon
Shopify
SHOP
+$227K

Top Sells

Rank Stock Value
1
WMT icon
Walmart Inc
WMT
+$5.38M
2
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.14M
3
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$954K
4
ORCL icon
Oracle
ORCL
+$675K
5
ABT icon
Abbott
ABT
+$335K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 13.14%
2 Technology 10.39%
3 Consumer Staples 5.9%
4 Financials 5.02%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QQQ icon
51
PUT
Invesco QQQ Trust
QQQ
$479B
$511K 0.17%
1,000
+200
+25% +$101K
GLD icon
52
SPDR Gold Trust
GLD
$138B
$481K 0.16%
1,986
+358
+22% +$88K
GOOGL icon
53
Alphabet (Google) Class A
GOOGL
$4.38T
$469K 0.15%
2,480
– –
CSCO icon
54
Cisco
CSCO
$476B
$448K 0.15%
7,576
– –
XLF icon
55
State Street Financial Select Sector SPDR ETF
XLF
$58.4B
$427K 0.14%
8,834
– –
IJK icon
56
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11B
$392K 0.13%
4,311
-10
-0.2% -$942
IJT icon
57
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.38B
$379K 0.12%
2,803
– –
TRV icon
58
Travelers Companies
TRV
$80.5B
$360K 0.12%
1,495
– –
BX icon
59
Blackstone
BX
$107B
$357K 0.12%
2,072
+9
+0.4% +$1.57K
ANET icon
60
Arista Networks
ANET
$242B
$354K 0.12%
3,200
-60
-2% -$6.17K
ORCL icon
61
Oracle
ORCL
$413B
$342K 0.11%
2,052
-3,800
-65% -$675K
AMD icon
62
Advanced Micro Devices
AMD
$798B
$341K 0.11%
2,820
– –
XLU icon
63
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
$337K 0.11%
8,900
+12
+0.1% +$476
AMP icon
64
Ameriprise Financial
AMP
$49.5B
$332K 0.11%
623
– –
KO icon
65
Coca-Cola
KO
$374B
$330K 0.11%
5,300
– –
FISV
66
Fiserv Inc
FISV
$28.9B
$329K 0.11%
1,600
– –
IBIT icon
67
iShares Bitcoin Trust
IBIT
$47.4B
$327K 0.11%
+6,173
New +$291K
BMY icon
68
Bristol-Myers Squibb
BMY
$131B
$317K 0.1%
5,606
– –
VZ icon
69
Verizon
VZ
$195B
$315K 0.1%
7,866
-1,236
-14% -$52.1K
AAPL icon
70
PUT
Apple
AAPL
$4.56T
$301K 0.1%
+1,200
New +$283K
IBIT icon
71
PUT
iShares Bitcoin Trust
IBIT
$47.4B
$297K 0.1%
+5,600
New +$264K
ABT icon
72
Abbott
ABT
$187B
$295K 0.1%
2,604
-2,900
-53% -$335K
RTX icon
73
RTX Corp
RTX
$301B
$289K 0.09%
2,501
-50
-2% -$6.04K
HUBS icon
74
HubSpot
HUBS
$10.4B
$279K 0.09%
400
– –
PLTR icon
75
Palantir
PLTR
$375B
$268K 0.09%
+3,543
New +$206K
1 2
3
4 5

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OGM
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AFWM
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WPW
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GPGA
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SGA
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All Terrain Financial Advisors's Q4 2024 Portfolio in Review

As of Q4 2024, All Terrain Financial Advisors held 105 positions worth $305M, up 12% from $273M the previous quarter. Its ten largest holdings account for 66% of the portfolio.

All Terrain Financial Advisors deployed $34.1M of net new capital in Q4 2024, opening 15 new positions and adding to 34 existing holdings. Its largest new stake was iShares Bitcoin Trust: 6,173 shares worth $327K.

By sector, the portfolio is most concentrated in Consumer Discretionary at 13% of assets, down from 15% a quarter earlier, followed by Technology and Consumer Staples.

On the sell side, the largest reduction was Walmart Inc, an estimated $5.38M trimmed.

  • All Terrain Financial Advisors's largest Q4 2024 buy was iShares Bitcoin Trust: 6,173 shares worth $327K.
  • All Terrain Financial Advisors added most to iShares Russell 2000 ETF in Q4 2024, an estimated $4.03M increase.
  • All Terrain Financial Advisors's biggest Q4 2024 reduction was Walmart Inc, cutting an estimated $5.38M.
  • All Terrain Financial Advisors fully exited Vanguard Morningstar Growth ETF in Q4 2024, selling an estimated $210K.
  • All Terrain Financial Advisors's ten largest holdings make up 66% of its $305M portfolio in Q4 2024.
  • All Terrain Financial Advisors opened 15 new positions and closed 3 in Q4 2024.
  • All Terrain Financial Advisors's portfolio value rose 12% quarter-over-quarter to $305M.

Based on All Terrain Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.