All Terrain Financial Advisors, LLC

data from 30/09/2025

Capitalization

$ 399.521 M 14.62 %

Average holding period

14 ans

Performance

$ 229.269 M 89.07 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in All Terrain Financial Advisors, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 SPY SPDR S&P 500 ETF TR 14.93% 59.655 M $ 89547 2017/12/31 4.347 M $ 7.82 %
2025/09/30 SPDR S&P 500 ETF TR 11.52% 46.033 M $ 69100 2017/12/31 3.301 M $ 7.82 %
2025/09/30 LOW LOWES COS INC 8.12% 32.423 M $ 129015 2017/12/31 3.798 M $ 13.27 %
2025/09/30 IWM ISHARES TR 7.59% 30.323 M $ 125323 2017/12/31 3.290 M $ 12.13 %
2025/09/30 ISHARES TR 3.96% 15.811 M $ 65900 2017/12/31 1.777 M $ 11.19 %
2025/09/30 AAPL APPLE INC 3.63% 14.490 M $ 56908 2017/12/31 2.978 M $ 24.11 %
2025/09/30 DIA SPDR DOW JONES INDL AVERAGE 3.57% 14.258 M $ 30745 2017/12/31 717.059 K $ 5.24 %
2025/09/30 MSFT MICROSOFT CORP 2.38% 9.514 M $ 18369 2017/12/31 440.007 K $ 4.13 %
2025/09/30 QQQ INVESCO QQQ TR 2.29% 9.144 M $ 15231 2018/06/30 745.861 K $ 8.83 %
2025/09/30 AMZN AMAZON COM INC 1.93% 7.706 M $ 35095 2017/12/31 6.297 K $ 0.08 %
2025/09/30 AGG ISHARES TR 1.84% 7.348 M $ 73296 2017/12/31 77.703 K $ 1.06 %
2025/09/30 NVDA NVIDIA CORPORATION 1.32% 5.255 M $ 28165 2024/03/31 798.518 K $ 18.10 %
2025/09/30 INTC INTEL CORP 1.28% 5.112 M $ 152363 2017/12/31 1.131 M $ 49.78 %
2025/09/30 SPSB SPDR SERIES TRUST 1.23% 4.907 M $ 161986 2017/12/31 16.303 K $ 0.33 %
2025/09/30 EFA ISHARES TR 1.20% 4.795 M $ 51351 2017/12/31 201.061 K $ 4.45 %
2025/09/30 FLTR VANECK ETF TRUST 1.14% 4.570 M $ 178730 2017/12/31 12.592 K $ 0.27 %
2025/09/30 USB US BANCORP DEL 1.06% 4.252 M $ 87968 2017/12/31 293.847 K $ 6.81 %
2025/09/30 SO SOUTHERN CO 1.01% 4.043 M $ 42662 2017/12/31 147.379 K $ 3.20 %
2025/09/30 HON HONEYWELL INTL INC 1.01% 4.021 M $ 19102 2017/12/31 -460.669 K $ -9.61 %
2025/09/30 MDT MEDTRONIC PLC 0.98% 3.929 M $ 41255 2025/09/30 0.000 $ 0.00 %
2025/09/30 EEM ISHARES TR 0.94% 3.745 M $ 70140 2017/12/31 353.712 K $ 10.70 %
2025/09/30 INVESCO QQQ TR 0.87% 3.482 M $ 5800 2024/09/30 272.888 K $ 8.83 %
2025/09/30 CL COLGATE PALMOLIVE CO 0.87% 3.462 M $ 43312 2019/12/31 -476.135 K $ -12.06 %
2025/09/30 CAG CONAGRA BRANDS INC 0.85% 3.403 M $ 185862 2017/12/31 -238.155 K $ -10.55 %
2025/09/30 PEP PEPSICO INC 0.82% 3.295 M $ 23460 2019/03/31 158.684 K $ 6.36 %
2025/09/30 KMB KIMBERLY-CLARK CORP 0.82% 3.261 M $ 26223 2021/03/31 -115.196 K $ -3.55 %
2025/09/30 SHY ISHARES TR 0.81% 3.251 M $ 39189 2017/12/31 3.945 K $ 0.12 %
2025/09/30 GOOG ALPHABET INC 0.67% 2.684 M $ 11019 2020/12/31 510.556 K $ 37.30 %
2025/09/30 SWK STANLEY BLACK & DECKER INC 0.58% 2.310 M $ 31079 2025/09/30 0.000 $ 0.00 %
2025/09/30 ABBV ABBVIE INC 0.55% 2.211 M $ 9550 2017/12/31 438.535 K $ 24.74 %
2025/09/30 MDY SPDR S&P MIDCAP 400 ETF TR 0.55% 2.193 M $ 3680 2017/12/31 109.275 K $ 5.22 %
2025/09/30 T AT&T INC 0.54% 2.154 M $ 76289 2017/12/31 -68.110 K $ -2.42 %
2025/09/30 TOTL SSGA ACTIVE ETF TR 0.54% 2.149 M $ 52963 2017/12/31 24.487 K $ 1.15 %
2025/09/30 D DOMINION ENERGY INC 0.53% 2.106 M $ 34421 2021/06/30 142.508 K $ 8.23 %
2025/09/30 META META PLATFORMS INC 0.52% 2.080 M $ 2833 2022/03/31 -10.510 K $ -0.50 %
2025/09/30 NVIDIA CORPORATION 0.52% 2.071 M $ 11100 2024/12/31 31.449 K $ 18.10 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.50% 2.011 M $ 5825 2025/06/30 147.318 K $ 10.68 %
2025/09/30 MMM 3M CO 0.50% 1.995 M $ 12857 2017/12/31 38.934 K $ 1.93 %
2025/09/30 PRU PRUDENTIAL FINL INC 0.50% 1.980 M $ 19085 2022/06/30 -63.817 K $ -3.44 %
2025/09/30 UNITEDHEALTH GROUP INC 0.48% 1.934 M $ 5600 2025/06/30 143.318 K $ 10.68 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 0.47% 1.890 M $ 29083 2024/12/31 85.172 K $ 6.19 %
2025/09/30 TSLA TESLA INC 0.46% 1.829 M $ 4113 2024/12/31 255.771 K $ 40.00 %
2025/09/30 MICROSOFT CORP 0.45% 1.813 M $ 3500 2025/03/31 41.080 K $ 4.13 %
2025/09/30 INTEL CORP 0.45% 1.812 M $ 54000 2025/03/31 486.139 K $ 49.78 %
2025/09/30 ISHARES BITCOIN TRUST ETF 0.45% 1.794 M $ 27600 2024/12/31 78.831 K $ 6.19 %
2025/09/30 ALPHABET INC 0.43% 1.705 M $ 7000 2024/09/30 231.560 K $ 37.30 %
2025/09/30 CLX CLOROX CO DEL 0.42% 1.690 M $ 13708 2022/03/31 37.926 K $ 2.69 %
2025/09/30 TESLA INC 0.41% 1.645 M $ 3700 2024/12/31 216.002 K $ 40.00 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.41% 1.640 M $ 8844 2017/12/31 300.563 K $ 21.39 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.40% 1.587 M $ 5030 2021/03/31 141.278 K $ 8.80 %
2025/09/30 AMGN AMGEN INC 0.39% 1.578 M $ 5591 2017/12/31 20.935 K $ 1.07 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.38% 1.519 M $ 3021 2017/12/31 50.451 K $ 3.49 %
2025/09/30 CVX CHEVRON CORP NEW 0.36% 1.440 M $ 9276 2025/09/30 0.000 $ 0.00 %
2025/09/30 UNP UNION PAC CORP 0.36% 1.427 M $ 6039 2024/03/31 38.111 K $ 2.73 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.36% 1.426 M $ 9279 2022/12/31 -54.449 K $ -3.56 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.35% 1.411 M $ 7733 2024/12/31 341.739 K $ 33.82 %
2025/09/30 APPLE INC 0.33% 1.299 M $ 5100 2024/12/31 217.624 K $ 24.11 %
2025/09/30 PALANTIR TECHNOLOGIES INC 0.28% 1.113 M $ 6100 2024/12/31 262.769 K $ 33.82 %
2025/09/30 RTX RTX CORPORATION 0.25% 1.004 M $ 6001 2021/06/30 53.296 K $ 14.59 %
2025/09/30 EQX EQUINOX GOLD CORP 0.24% 971.495 K $ 86586 2025/06/30 473.625 K $ 95.13 %
2025/09/30 VTI VANGUARD INDEX FDS 0.23% 916.383 K $ 2792 2017/12/31 67.678 K $ 7.98 %
2025/09/30 WFC WELLS FARGO CO NEW 0.23% 911.207 K $ 10871 2021/03/31 42.424 K $ 4.62 %
2025/09/30 IVW ISHARES TR 0.22% 883.429 K $ 7318 2017/12/31 77.717 K $ 9.65 %
2025/09/30 NFLX NETFLIX INC 0.20% 808.072 K $ 674 2024/03/31 -95.342 K $ -10.47 %
2025/09/30 TTD THE TRADE DESK INC 0.19% 769.457 K $ 15700 2025/09/30 0.000 $ 0.00 %
2025/09/30 THE TRADE DESK INC 0.19% 769.457 K $ 15700 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMAZON COM INC 0.19% 768.495 K $ 3500 2023/09/30 414.000 $ 0.08 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.19% 759.844 K $ 1699 2024/03/31 -163.409 K $ -17.70 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.19% 750.349 K $ 2259 2017/12/31 29.773 K $ 4.13 %
2025/09/30 GOOGL ALPHABET INC 0.18% 724.924 K $ 2982 2017/12/31 165.837 K $ 37.94 %
2025/09/30 WMT WALMART INC 0.18% 712.479 K $ 6913 2017/12/31 41.664 K $ 5.40 %
2025/09/30 GLD SPDR GOLD TR 0.17% 670.772 K $ 1887 2017/12/31 100.520 K $ 16.61 %
2025/09/30 LW LAMB WESTON HLDGS INC 0.16% 650.496 K $ 11200 2025/09/30 0.000 $ 0.00 %
2025/09/30 LAMB WESTON HLDGS INC 0.16% 650.496 K $ 11200 2025/09/30 0.000 $ 0.00 %
2025/09/30 RTX CORPORATION 0.15% 585.655 K $ 3500 2025/09/30 0.000 $ 0.00 %
2025/09/30 ORCL ORACLE CORP 0.14% 577.104 K $ 2052 2017/12/31 128.475 K $ 28.64 %
2025/09/30 XOM EXXON MOBIL CORP 0.14% 539.622 K $ 4786 2017/12/31 24.185 K $ 4.59 %
2025/09/30 HOOD ROBINHOOD MKTS INC 0.13% 529.766 K $ 3700 2024/12/31 178.380 K $ 52.92 %
2025/09/30 CSCO CISCO SYS INC 0.13% 518.350 K $ 7576 2017/12/31 -7.272 K $ -1.38 %
2025/09/30 ROBINHOOD MKTS INC 0.13% 515.448 K $ 3600 2024/12/31 178.380 K $ 52.92 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.12% 477.810 K $ 600 2020/09/30 53.160 K $ 12.52 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.12% 474.692 K $ 2934 2022/03/31 56.089 K $ 14.02 %
2025/09/30 ANET ARISTA NETWORKS INC 0.12% 466.272 K $ 3200 2025/03/31 138.880 K $ 42.42 %
2025/09/30 XLF SELECT SECTOR SPDR TR 0.12% 463.815 K $ 8610 2021/06/30 13.246 K $ 2.86 %
2025/09/30 PYPL PAYPAL HLDGS INC 0.12% 463.116 K $ 6906 2025/03/31 -50.137 K $ -9.77 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.10% 418.300 K $ 2500 2023/12/31 110.174 K $ 35.76 %
2025/09/30 TRV TRAVELERS COMPANIES INC 0.10% 417.434 K $ 1495 2020/12/31 17.461 K $ 4.37 %
2025/09/30 MP MP MATERIALS CORP 0.10% 395.713 K $ 5900 2025/09/30 0.000 $ 0.00 %
2025/09/30 MP MATERIALS CORP 0.10% 395.713 K $ 5900 2025/09/30 0.000 $ 0.00 %
2025/09/30 PAYPAL HLDGS INC 0.10% 395.654 K $ 5900 2025/03/31 -42.833 K $ -9.77 %
2025/09/30 IJK ISHARES TR 0.10% 391.807 K $ 4086 2017/12/31 20.062 K $ 5.40 %
2025/09/30 IJT ISHARES TR 0.10% 390.823 K $ 2762 2017/12/31 23.493 K $ 6.36 %
2025/09/30 INTUITIVE SURGICAL INC 0.09% 357.784 K $ 800 2025/09/30 0.000 $ 0.00 %
2025/09/30 STANLEY BLACK & DECKER INC 0.09% 356.784 K $ 4800 2025/09/30 0.000 $ 0.00 %
2025/09/30 BX BLACKSTONE INC 0.09% 350.162 K $ 2050 2023/09/30 44.645 K $ 14.22 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.09% 347.647 K $ 7910 2017/12/31 5.369 K $ 1.57 %
2025/09/30 SHOP SHOPIFY INC 0.09% 342.546 K $ 2305 2024/12/31 76.664 K $ 28.83 %
2025/09/30 XLU SELECT SECTOR SPDR TR 0.09% 341.840 K $ 3920 2021/06/30 23.104 K $ 6.80 %
2025/09/30 ADVANCED MICRO DEVICES INC 0.09% 339.759 K $ 2100 2024/12/31 41.768 K $ 14.02 %
2025/09/30 KO COCA COLA CO 0.08% 328.284 K $ 4950 2021/03/31 -22.593 K $ -6.26 %