Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
LOWES COS INC | 129,015 | UNCH | $28,712 |
LOW | 129,015 | UNCH | $28,712 |
ISHARES TR (IWM) | 77,671 | +3,333 | $15,589 |
IWM | 77,671 | +3,333 | $15,589 |
APPLE INC | $11,502 | ||
AAPL | 61,841 | -1,044 | $11,906 |
Put | 2,100 | UNCH | $404 |
SPDR S&P 500 ETF TR (SPY) | $11,468 | ||
SPY | 87,129 | +4,360 | $41,413 |
Put | 63,000 | +6,200 | $29,945 |
SPDR DOW JONES INDL AVERAGE (DIA) | $7,998 | ||
DIA | 31,723 | -298 | $11,955 |
Put | 10,500 | +100 | $3,957 |
MICROSOFT CORP | $7,647 | ||
MSFT | 21,837 | -135 | $8,211 |
Put | 1,500 | +100 | $564 |
AMAZON COM INC | $5,087 | ||
AMZN | 34,783 | -19 | $5,285 |
Put | 1,300 | UNCH | $198 |
ISHARES TR (EFA) | 61,862 | -1,711 | $4,661 |
EFA | 61,862 | -1,711 | $4,661 |
HONEYWELL INTL INC | 21,037 | +28 | $4,412 |
HON | 21,037 | +28 | $4,412 |
US BANCORP DEL | 98,644 | -1,167 | $4,269 |
USB | 98,644 | -1,167 | $4,269 |
ISHARES TR (EEM) | 98,657 | -6,753 | $3,967 |
EEM | 98,657 | -6,753 | $3,967 |
ISHARES TR (AGG) | 39,834 | -3,085 | $3,954 |
AGG | 39,834 | -3,085 | $3,954 |
WALMART INC | 23,769 | -200 | $3,747 |
WMT | 23,769 | -200 | $3,747 |
COLGATE PALMOLIVE CO | 46,019 | +136 | $3,668 |
CL | 46,019 | +136 | $3,668 |
SOUTHERN CO | 49,172 | +90 | $3,448 |
SO | 49,172 | +90 | $3,448 |
INVESCO QQQ TR | $3,400 | ||
QQQ | 11,103 | -400 | $4,547 |
Put | 2,800 | -700 | $1,147 |
PEPSICO INC | 19,041 | +74 | $3,234 |
PEP | 19,041 | +74 | $3,234 |
KIMBERLY CLARK CORP | 25,665 | +390 | $3,119 |
KMB | 25,665 | +390 | $3,119 |
CONAGRA BRANDS INC | 100,817 | +2,440 | $2,889 |
CAG | 100,817 | +2,440 | $2,889 |
SPDR SER TR (SPSB) | 94,672 | -4,917 | $2,819 |
SPSB | 94,672 | -4,917 | $2,819 |
JPMORGAN CHASE & CO | 15,704 | +157 | $2,671 |
JPM | 15,704 | +157 | $2,671 |
VANECK ETF TRUST (FLTR) | 105,936 | -6,533 | $2,664 |
FLTR | 105,936 | -6,533 | $2,664 |
INTEL CORP | 51,546 | +327 | $2,590 |
INTC | 51,546 | +327 | $2,590 |
SPDR S&P MIDCAP 400 ETF TR (MDY) | 4,540 | -159 | $2,303 |
MDY | 4,540 | -159 | $2,303 |
ISHARES TR (SHY) | 22,193 | -1,405 | $1,821 |
SHY | 22,193 | -1,405 | $1,821 |
AMGEN INC | 6,307 | +56 | $1,817 |
AMGN | 6,307 | +56 | $1,817 |
ABBVIE INC | 11,077 | UNCH | $1,717 |
ABBV | 11,077 | UNCH | $1,717 |
PRUDENTIAL FINL INC | 15,990 | +219 | $1,658 |
PRU | 15,990 | +219 | $1,658 |
AT&T INC | 97,098 | +1,787 | $1,629 |
T | 97,098 | +1,787 | $1,629 |
3M CO | $1,590 | ||
MMM | 29,549 | UNCH | $3,230 |
Put | 15,000 | UNCH | $1,640 |
JOHNSON & JOHNSON | 10,107 | +236 | $1,584 |
JNJ | 10,107 | +236 | $1,584 |
CLOROX CO DEL | $1,443 | ||
CLX | 12,614 | +290 | $1,799 |
Put | 2,500 | UNCH | $356 |
PROCTER AND GAMBLE CO | 9,729 | +149 | $1,426 |
PG | 9,729 | +149 | $1,426 |
DOMINION ENERGY INC | 26,061 | +483 | $1,225 |
D | 26,061 | +483 | $1,225 |
SSGA ACTIVE ETF TR (TOTL) | 30,136 | -1,519 | $1,213 |
TOTL | 30,136 | -1,519 | $1,213 |
META PLATFORMS INC | 3,032 | UNCH | $1,073 |
META | 3,032 | UNCH | $1,073 |
BERKSHIRE HATHAWAY INC DEL | $880 | ||
BRK.B | 2,467 | UNCH | $880 |
ISHARES TR (IVW) | 11,508 | UNCH | $864 |
IVW | 11,508 | UNCH | $864 |
VANGUARD INDEX FDS (VTI) | 2,925 | UNCH | $694 |
VTI | 2,925 | UNCH | $694 |
ALPHABET INC | 4,527 | UNCH | $638 |
GOOG | 4,527 | UNCH | $638 |
ABBOTT LABS | 5,504 | UNCH | $606 |
ABT | 5,504 | UNCH | $606 |
WELLS FARGO CO NEW | 11,640 | UNCH | $573 |
WFC | 11,640 | UNCH | $573 |
EXXON MOBIL CORP | 5,141 | UNCH | $514 |
XOM | 5,141 | UNCH | $514 |
SELECT SECTOR SPDR TR (XLF) | 11,489 | +1 | $432 |
XLF | 11,489 | +1 | $432 |
AMERICAN EXPRESS CO | 2,259 | UNCH | $423 |
AXP | 2,259 | UNCH | $423 |
ISHARES TR (IJK) | 5,006 | UNCH | $397 |
IJK | 5,006 | UNCH | $397 |
GOLDMAN SACHS GROUP INC | 1,000 | UNCH | $386 |
GS | 1,000 | UNCH | $386 |
CISCO SYS INC | 7,576 | UNCH | $383 |
CSCO | 7,576 | UNCH | $383 |
VERIZON COMMUNICATIONS INC | 9,761 | +16 | $368 |
VZ | 9,761 | +16 | $368 |
ISHARES TR (IJT) | 2,803 | UNCH | $351 |
IJT | 2,803 | UNCH | $351 |
See Full List: All Stocks Held By All Terrain Financial Advisors LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By All Terrain Financial Advisors LLC
Size ($ in 1000's)
At 12/31/2023: $265,205 At 09/30/2023: $238,136 All Terrain Financial Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from All Terrain Financial Advisors LLC 13F filings. Link to 13F filings: SEC filings |