All Terrain Financial Advisors, LLC Top Holdings and 13F Report (2025) About All Terrain Financial Advisors, LLCInvestment ActivityAll Terrain Financial Advisors, LLC has $348.57 million in total holdings as of June 30, 2025.All Terrain Financial Advisors, LLC owns shares of 117 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 3.27% of the portfolio was purchased this quarter.About 0.35% of the portfolio was sold this quarter.This quarter, All Terrain Financial Advisors, LLC has purchased 109 new stocks and bought additional shares in 35 stocks.All Terrain Financial Advisors, LLC sold shares of 26 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR S&P 500 ETF Trust $55,574,851SPDR S&P 500 ETF TR $42,199,155Lowe's Companies $28,624,558iShares Russell 2000 ETF $27,126,988ISHARES TR $15,882,144 Largest New Holdings this Quarter 91324P102 - UnitedHealth Group $1,378,907 Holding91324P952 - UNITEDHEALTH GROUP INC $1,341,471 Holding29446Y502 - Equinox Gold $497,870 Holding81369Y803 - Technology Select Sector SPDR Fund $238,796 Holding060505104 - Bank of America $217,672 Holding Largest Purchases this Quarter iShares Russell 2000 ETF 9,539 shares (about $2.06M)ISHARES TR 9,500 shares (about $2.05M)UnitedHealth Group 4,420 shares (about $1.38M)UNITEDHEALTH GROUP INC 4,300 shares (about $1.34M)SPDR S&P 500 ETF TR 1,200 shares (about $741.42K) Largest Sales this Quarter The Goldman Sachs Group 800 shares (about $566.20K)3M 366 shares (about $55.72K)Meta Platforms 63 shares (about $46.50K)iShares MSCI EAFE ETF 495 shares (about $44.25K)AT&T 1,305 shares (about $37.77K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAll Terrain Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$55,574,851$54,989 ▲0.1%89,94915.9%FinanceSPDR S&P 500 ETF TR$42,199,155$741,420 ▲1.8%68,30012.1%TR UNITLOWLowe's Companies$28,624,5580.0%129,0158.2%Retail/WholesaleIWMiShares Russell 2000 ETF$27,126,988$2,058,423 ▲8.2%125,7107.8%FinanceISHARES TR$15,882,144$2,050,005 ▲14.8%73,6004.6%RUSSELL 2000 ETFDIASPDR Dow Jones Industrial Average ETF Trust$13,684,247$36,133 ▼-0.3%31,0553.9%FinanceAAPLApple$12,353,812$20,107 ▼-0.2%60,2133.5%Computer and TechnologyMSFTMicrosoft$10,655,455$6,466 ▼-0.1%21,4223.1%Computer and TechnologyQQQInvesco QQQ$8,443,402$110,880 ▲1.3%15,3062.4%FinanceAMZNAmazon.com$7,676,017$878 ▼0.0%34,9882.2%Retail/WholesaleAGGiShares Core U.S. Aggregate Bond ETF$7,341,098$303,254 ▲4.3%74,0032.1%FinanceSPSBSPDR Portfolio Short Term Corporate Bond ETF$4,922,027$226,908 ▲4.8%163,0351.4%ETFHONHoneywell International$4,793,670$6,055 ▼-0.1%20,5841.4%Multi-Sector ConglomeratesSOSouthern$4,603,351$1,010 ▲0.0%50,1291.3%UtilitiesFLTRVanEck IG Floating Rate ETF$4,587,297$208,488 ▲4.8%179,8941.3%ETFEFAiShares MSCI EAFE ETF$4,515,805$44,248 ▼-1.0%50,5181.3%FinanceNVDANVIDIA$4,412,6610.0%27,9301.3%Computer and TechnologyUSBU.S. Bancorp$4,317,068$1,403 ▲0.0%95,4051.2%FinanceCLColgate-Palmolive$3,948,952$909 ▲0.0%43,4431.1%Consumer StaplesEEMiShares MSCI Emerging Markets ETF$3,306,804$30,005 ▼-0.9%68,5490.9%FinanceSHYiShares 1-3 Year Treasury Bond ETF$3,269,158$156,274 ▲5.0%39,4540.9%ManufacturingKMBKimberly-Clark$3,242,593$902 ▲0.0%25,1520.9%Consumer StaplesINVESCO QQQ TR$3,089,184$110,328 ▲3.7%5,6000.9%UNIT SER 1TAT&T$2,815,857$37,767 ▼-1.3%97,3000.8%Computer and TechnologyPEPPepsiCo$2,494,324$924 ▲0.0%18,8910.7%Consumer StaplesINTCIntel$2,272,125$2,150 ▼-0.1%101,4340.7%Computer and TechnologyCAGConagra Brands$2,256,966$1,085 ▲0.0%110,2570.6%Consumer StaplesTOTLSPDR Doubleline Total Return Tactical ETF$2,135,216$103,724 ▲5.1%53,2340.6%ETFMDYSPDR S&P MidCap 400 ETF Trust$2,094,805$6,231 ▼-0.3%3,6980.6%ETFMETAMeta Platforms$2,091,009$46,500 ▼-2.2%2,8330.6%Computer and TechnologyMMM3M$2,016,114$55,720 ▼-2.7%13,2430.6%Multi-Sector ConglomeratesAMGNAmgen$1,954,953$838 ▲0.0%7,0020.6%MedicalPRUPrudential Financial$1,853,167$1,397 ▲0.1%17,2480.5%FinanceABBVAbbVie$1,772,6710.0%9,5500.5%MedicalDDominion Energy$1,732,155$735 ▼0.0%30,6470.5%UtilitiesJPMJPMorgan Chase & Co.$1,604,972$3,189 ▲0.2%5,5360.5%FinancePGProcter & Gamble$1,529,942$637 ▲0.0%9,6030.4%Consumer StaplesBRK.BBerkshire Hathaway$1,444,194$486 ▼0.0%2,9730.4%FinanceCLXClorox$1,409,832$720 ▲0.1%11,7420.4%Consumer StaplesJNJJohnson & Johnson$1,405,305$764 ▲0.1%9,2000.4%MedicalUNPUnion Pacific$1,394,055$3,451 ▼-0.2%6,0590.4%TransportationUNHUnitedHealth Group$1,378,907$1,378,907 ▲New Holding4,4200.4%MedicalISHARES BITCOIN TRUST ETF$1,375,572$30,605 ▲2.3%22,4730.4%SHS BEN INTGOOGAlphabet$1,368,898$24,479 ▼-1.8%7,7170.4%Computer and TechnologyUNITEDHEALTH GROUP INC$1,341,471$1,341,471 ▲New Holding4,3000.4%COMISHARES BITCOIN TRUST ETF$1,273,1680.0%20,8000.4%SHS BEN INTPALANTIR TECHNOLOGIES INC$1,010,540$27,264 ▲2.8%7,4130.3%CL AMICROSOFT CORP$994,820$248,705 ▲33.3%2,0000.3%COMINTEL CORP$976,6400.0%43,6000.3%COMISRGIntuitive Surgical$923,2540.0%1,6990.3%MedicalWFCWells Fargo & Company$918,656$117,216 ▲14.6%11,4660.3%FinanceNFLXNetflix$910,608$24,104 ▼-2.6%6800.3%Consumer DiscretionaryAPPLE INC$902,748$266,721 ▲41.9%4,4000.3%COMVTIVanguard Total Stock Market ETF$848,5470.0%2,7920.2%ETFIVWiShares S&P 500 Growth ETF$805,7120.0%7,3180.2%ETFPALANTIR TECHNOLOGIES INC$777,0240.0%5,7000.2%CL AWMTWalmart$771,606$46,838 ▲6.5%7,8910.2%Retail/WholesaleAXPAmerican Express$720,5760.0%2,2590.2%FinanceTSLATesla$639,450$31,766 ▲5.2%2,0130.2%Auto/Tires/TrucksALPHABET INC$620,8650.0%3,5000.2%CAP STK CL CGLDSPDR Gold Shares$605,088$305 ▼-0.1%1,9850.2%FinanceTESLA INC$540,022$31,766 ▲6.3%1,7000.2%COMXOMExxon Mobil$526,711$10,780 ▲2.1%4,8860.2%EnergyCSCOCisco Systems$525,6230.0%7,5760.2%Computer and TechnologyPYPLPayPal$513,254$7,432 ▼-1.4%6,9060.1%Business ServicesAMAZON COM INC$504,597$197,451 ▲64.3%2,3000.1%COMEQXEquinox Gold$497,870$497,870 ▲New Holding86,5860.1%Basic MaterialsXLFFinancial Select Sector SPDR Fund$462,498$209 ▼0.0%8,8310.1%ETFORCLOracle$448,6290.0%2,0520.1%Computer and TechnologyPAYPAL HLDGS INC$438,4880.0%5,9000.1%COMGOOGLAlphabet$437,0500.0%2,4800.1%Computer and TechnologyGSThe Goldman Sachs Group$424,650$566,200 ▼-57.1%6000.1%FinanceAMDAdvanced Micro Devices$400,1580.0%2,8200.1%Computer and TechnologyTRVTravelers Companies$399,9720.0%1,4950.1%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$371,7440.0%4,0860.1%ETFIJTiShares S&P Small-Cap 600 Growth ETF$369,452$1,330 ▼-0.4%2,7770.1%ETFRTXRTX$365,196$14,602 ▼-3.8%2,5010.1%AerospaceKOCocaCola$360,825$14,150 ▼-3.8%5,1000.1%Consumer StaplesVZVerizon Communications$341,640$649 ▲0.2%7,8960.1%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$339,934$23,925 ▼-6.6%4,1630.1%ETFHOODRobinhood Markets$337,0680.0%3,6000.1%FinanceROBINHOOD MKTS INC$337,0680.0%3,6000.1%COM CL AAMPAmeriprise Financial$332,5140.0%6230.1%FinanceARISTA NETWORKS INC$327,3920.0%3,2000.1%COM SHSBABoeing$314,2950.0%1,5000.1%AerospaceBXBlackstone$313,964$1,795 ▲0.6%2,0990.1%FinanceSPDR DOW JONES INDL AVERAGE$308,4550.0%7000.1%UT SER 1MUMicron Technology$308,1250.0%2,5000.1%Computer and TechnologyADVANCED MICRO DEVICES INC$297,9900.0%2,1000.1%COMFIFiserv$275,8560.0%1,6000.1%Business ServicesIWFiShares Russell 1000 Growth ETF$273,0050.0%6430.1%ETFAT&T INC$269,1420.0%9,3000.1%COMCCitigroup$266,2550.0%3,1280.1%Financial ServicesSHOPShopify$265,8820.0%2,3050.1%Computer and TechnologyDOMINION ENERGY INC$259,9920.0%4,6000.1%COMABTAbbott Laboratories$245,3620.0%1,8040.1%MedicalXLKTechnology Select Sector SPDR Fund$238,796$238,796 ▲New Holding9430.1%ETFLLYEli Lilly and Company$233,8590.0%3000.1%MedicalXLVHealth Care Select Sector SPDR Fund$224,8300.0%1,6680.1%ETFHUBSHubSpot$222,6520.0%4000.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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