All Terrain Financial Advisors, LLC Top Holdings and 13F Report (2025) About All Terrain Financial Advisors, LLCInvestment ActivityAll Terrain Financial Advisors, LLC has $317.38 million in total holdings as of March 31, 2025.All Terrain Financial Advisors, LLC owns shares of 109 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 9.20% of the portfolio was purchased this quarter.About 1.64% of the portfolio was sold this quarter.This quarter, All Terrain Financial Advisors, LLC has purchased 102 new stocks and bought additional shares in 46 stocks.All Terrain Financial Advisors, LLC sold shares of 20 stocks and completely divested from 6 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $50,266,542SPDR S&P 500 ETF TR $37,535,069Lowe's Companies $30,090,168iShares Russell 2000 ETF $23,174,923Apple $13,396,854 Largest New Holdings this Quarter 458140950 - INTEL CORP $990,156 Holding594918954 - MICROSOFT CORP $563,085 Holding70450Y103 - PayPal $457,142 Holding70450Y953 - PAYPAL HLDGS INC $384,975 Holding00206R952 - AT&T INC $263,004 Holding Largest Purchases this Quarter ISHARES TR 26,300 shares (about $5.25M)iShares Russell 2000 ETF 16,134 shares (about $3.22M)SPDR S&P 500 ETF Trust 4,210 shares (about $2.36M)INVESCO QQQ TR 4,400 shares (about $2.06M)Invesco QQQ 4,280 shares (about $2.01M) Largest Sales this Quarter JPMorgan Chase & Co. 9,997 shares (about $2.45M)iShares MSCI Emerging Markets ETF 10,371 shares (about $453.21K)Colgate-Palmolive 1,466 shares (about $137.36K)Kimberly-Clark 871 shares (about $123.87K)Honeywell International 562 shares (about $119.00K) 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$50,266,542$2,355,020 ▲4.9%89,86015.8%FinanceSPDR S&P 500 ETF TR$37,535,069$1,957,865 ▲5.5%67,10011.8%TR UNITLOWLowe's Companies$30,090,1680.0%129,0159.5%Retail/WholesaleIWMiShares Russell 2000 ETF$23,174,923$3,218,568 ▲16.1%116,1717.3%FinanceAAPLApple$13,396,854$103,734 ▼-0.8%60,3114.2%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$13,073,621$202,379 ▲1.6%31,1374.1%FinanceISHARES TR$12,787,309$5,246,587 ▲69.6%64,1004.0%RUSSELL 2000 ETFMSFTMicrosoft$8,046,616$287,553 ▲3.7%21,4352.5%Computer and TechnologyQQQInvesco QQQ$7,083,037$2,006,978 ▲39.5%15,1052.2%FinanceAGGiShares Core U.S. Aggregate Bond ETF$7,017,978$444,052 ▲6.8%70,9462.2%FinanceAMZNAmazon.com$6,657,578$21,309 ▼-0.3%34,9922.1%Retail/WholesaleSPSBSPDR Portfolio Short Term Corporate Bond ETF$4,681,122$303,649 ▲6.9%155,5191.5%ETFSOSouthern$4,608,354$62,710 ▲1.4%50,1181.5%UtilitiesFLTRVanEck Floating Rate ETF$4,387,395$278,188 ▲6.8%171,7181.4%ETFHONHoneywell International$4,364,119$119,002 ▼-2.7%20,6101.4%Multi-Sector ConglomeratesEFAiShares MSCI EAFE ETF$4,169,271$174,493 ▲4.4%51,0131.3%FinanceCLColgate-Palmolive$4,069,663$137,364 ▼-3.3%43,4331.3%Consumer StaplesUSBU.S. Bancorp$4,026,679$60,163 ▼-1.5%95,3741.3%FinanceKMBKimberly-Clark$3,576,067$123,872 ▼-3.3%25,1451.1%Consumer StaplesSHYiShares 1-3 Year Treasury Bond ETF$3,108,001$209,886 ▲7.2%37,5681.0%ManufacturingNVDANVIDIA$3,027,053$21,676 ▼-0.7%27,9301.0%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$3,022,773$453,213 ▼-13.0%69,1711.0%FinanceCAGConagra Brands$2,939,147$170,208 ▲6.1%110,2040.9%Consumer StaplesPEPPepsiCo$2,831,471$87,565 ▼-3.0%18,8840.9%Consumer StaplesTAT&T$2,788,551$97,736 ▲3.6%98,6050.9%Computer and TechnologyINVESCO QQQ TR$2,532,168$2,063,248 ▲440.0%5,4000.8%UNIT SER 1INTCIntel$2,305,749$954,480 ▲70.6%101,5300.7%Computer and TechnologyAMGNAmgen$2,180,407$132,712 ▲6.5%6,9990.7%MedicalTOTLSPDR Doubleline Total Return Tactical ETF$2,040,608$140,088 ▲7.4%50,6480.6%ETFABBVAbbVie$2,000,916$5,657 ▼-0.3%9,5500.6%MedicalMMM3M$1,998,618$6,021 ▲0.3%13,6090.6%Multi-Sector ConglomeratesMDYSPDR S&P MidCap 400 ETF Trust$1,978,6160.0%3,7090.6%ETFPRUPrudential Financial$1,924,794$89,232 ▲4.9%17,2350.6%FinanceCLXClorox$1,728,176$68,473 ▼-3.8%11,7360.5%Consumer StaplesDDominion Energy$1,719,106$169,780 ▲11.0%30,6600.5%UtilitiesMETAMeta Platforms$1,669,139$17,867 ▼-1.1%2,8960.5%Computer and TechnologyPGProcter & Gamble$1,635,783$96,964 ▼-5.6%9,5990.5%Consumer StaplesBRK.BBerkshire Hathaway$1,583,893$31,955 ▲2.1%2,9740.5%FinanceJNJJohnson & Johnson$1,524,851$88,058 ▼-5.5%9,1950.5%MedicalUNPUnion Pacific$1,434,9220.0%6,0740.5%TransportationJPMJPMorgan Chase & Co.$1,355,187$2,452,091 ▼-64.4%5,5250.4%FinanceGOOGAlphabet$1,227,202$541,812 ▲79.1%7,8550.4%Computer and TechnologyISHARES BITCOIN TRUST ETF$1,028,556$739,598 ▲256.0%21,9730.3%SHS BEN INTINTEL CORP$990,156$990,156 ▲New Holding43,6000.3%COMISHARES BITCOIN TRUST ETF$973,648$711,512 ▲271.4%20,8000.3%SHS BEN INTISRGIntuitive Surgical$841,4640.0%1,6990.3%MedicalVTIVanguard Total Stock Market ETF$767,330$36,827 ▲5.0%2,7920.2%ETFGSThe Goldman Sachs Group$764,806$54,629 ▲7.7%1,4000.2%FinanceWFCWells Fargo & Company$718,1150.0%10,0030.2%FinanceAPPLE INC$688,603$422,047 ▲158.3%3,1000.2%COMIVWiShares S&P 500 Growth ETF$679,3300.0%7,3180.2%ETFNFLXNetflix$650,9060.0%6980.2%Consumer DiscretionaryWMTWalmart$650,721$3,687 ▲0.6%7,4120.2%Retail/WholesalePALANTIR TECHNOLOGIES INC$608,777$309,748 ▲103.6%7,2130.2%CL AAXPAmerican Express$607,7840.0%2,2590.2%FinanceGLDSPDR Gold Shares$572,2460.0%1,9860.2%FinanceXOMExxon Mobil$569,199$11,060 ▼-1.9%4,7860.2%EnergyMICROSOFT CORP$563,085$563,085 ▲New Holding1,5000.2%COMALPHABET INC$546,805$484,313 ▲775.0%3,5000.2%CAP STK CL CTSLATesla$495,773$330,429 ▲199.8%1,9130.2%Auto/Tires/TrucksPALANTIR TECHNOLOGIES INC$481,080$303,840 ▲171.4%5,7000.2%CL ACSCOCisco Systems$467,5150.0%7,5760.1%Computer and TechnologyPYPLPayPal$457,142$457,142 ▲New Holding7,0060.1%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$440,062$50 ▲0.0%8,8350.1%ETFTESLA INC$414,656$336,908 ▲433.3%1,6000.1%COMTRVTravelers Companies$395,3680.0%1,4950.1%FinancePAYPAL HLDGS INC$384,975$384,975 ▲New Holding5,9000.1%COMGOOGLAlphabet$383,5070.0%2,4800.1%Computer and TechnologyKOCoca-Cola$379,5860.0%5,3000.1%Consumer StaplesVZVerizon Communications$357,503$680 ▲0.2%7,8810.1%Computer and TechnologyFIFiserv$353,3280.0%1,6000.1%Business ServicesXLUUtilities Select Sector SPDR Fund$351,332$473 ▲0.1%4,4560.1%ETFIJTiShares S&P Small-Cap 600 Growth ETF$346,982$1,992 ▼-0.6%2,7870.1%ETFRTXRTX$344,528$13,246 ▲4.0%2,6010.1%AerospaceIJKiShares S&P Mid-Cap 400 Growth ETF$340,282$18,738 ▼-5.2%4,0860.1%ETFAMPAmeriprise Financial$301,6010.0%6230.1%FinanceSPDR DOW JONES INDL AVERAGE$293,916$41,988 ▲16.7%7000.1%UT SER 2BXBlackstone$291,709$2,097 ▲0.7%2,0870.1%FinanceAMDAdvanced Micro Devices$289,7270.0%2,8200.1%Computer and TechnologyORCLOracle$286,8900.0%2,0520.1%Computer and TechnologyAMAZON COM INC$266,364$76,104 ▲40.0%1,4000.1%COMAT&T INC$263,004$263,004 ▲New Holding9,3000.1%COMDOMINION ENERGY INC$257,922$257,922 ▲New Holding4,6000.1%COMBABoeing$255,8250.0%1,5000.1%AerospaceCONAGRA BRANDS INC$253,365$253,365 ▲New Holding9,5000.1%COMBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$249,277$92 ▲0.0%2,7180.1%ETFARISTA NETWORKS INC$247,936$247,936 ▲New Holding3,2000.1%COM SHSLLYEli Lilly and Company$247,7730.0%3000.1%MedicalXLVHealth Care Select Sector SPDR Fund$243,545$19,711 ▲8.8%1,6680.1%ETFABTAbbott Laboratories$239,301$106,120 ▼-30.7%1,8040.1%MedicalIWFiShares Russell 1000 Growth ETF$232,1810.0%6430.1%ETFHUBSHubSpot$228,5160.0%4000.1%Computer and TechnologyCCitigroup$222,0570.0%3,1280.1%FinanceSHOPShopify$220,081$2,864 ▼-1.3%2,3050.1%Computer and TechnologyAMGEN INC$218,085$218,085 ▲New Holding7000.1%COMMUMicron Technology$217,2250.0%2,5000.1%Computer and TechnologySBUXStarbucks$216,5830.0%2,2080.1%Retail/WholesaleADVANCED MICRO DEVICES INC$215,7540.0%2,1000.1%COMINTEL CORP$215,745$54,504 ▲33.8%9,5000.1%COMSOUTHERN CO$211,485$211,485 ▲New Holding2,3000.1%COMShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
