Fund HoldingsAll Terrain Financial Advisors, LLC

Total Portfolio Value
$231.96M
Total Bought
$11.55M
Total Sold
$35.41M
Net Transaction
-$23.86M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
LOWES COS INC(LOW)129,015129,015028,71232,86414.17%+4,152
NVIDIA CORPORATION(NVDA)02,800+2,80002,5301.09%+2,530
SPDR S&P 500 ETF TR(SPY)87,12983,620-3,50941,41343,73918.86%+2,326
UNION PAC CORP(UNP)06,074+6,07401,4940.64%+1,494
AMAZON COM INC(AMZN)34,78337,228+2,4455,2856,7152.90%+1,430
INTUITIVE SURGICAL INC01,699+1,69906780.29%+678
MICROSOFT CORP(MSFT)21,83721,048-7898,2118,8553.82%+644
GLOBAL X FDS
S&P 500 COVERED
012,400+12,40005060.22%+506
WALMART INC(WMT)23,76970,672+46,9033,7474,2521.83%+505
PROSHARES TR II(AGQ)015,100+15,10004340.19%+434
NETFLIX INC(NFLX)0710+71004310.19%+431
JPMORGAN CHASE & CO(JPM)15,70415,277-4272,6713,0601.32%+389
META PLATFORMS INC(META)3,0322,977-551,0731,4460.62%+372
BERKSHIRE HATHAWAY INC DEL2,4672,967+5008801,2480.54%+368
COLGATE PALMOLIVE CO(CL)46,01944,717-1,3023,6684,0271.74%+359
ABBVIE INC(ABBV)11,07711,07701,7172,0170.87%+301
PROSHARES TR II(AGQ)6,60013,200+6,6001724360.19%+263
HUBSPOT INC(HUBS)0400+40002510.11%+251
ARISTA NETWORKS INC0800+80002320.10%+232
ISHARES TR0643+64302170.09%+217
PRUDENTIAL FINL INC(PFH)15,99015,965-251,6581,8740.81%+216
KIMBERLY-CLARK CORP(KMB)25,66525,755+903,1193,3311.44%+213
APPLIED MATLS INC01,000+1,00002060.09%+206
ADVANCED MICRO DEVICES INC(AMD)2,3152,815+5003415080.22%+167
INVESCO QQQ TR11,10310,606-4974,5474,7092.03%+162
PROCTER AND GAMBLE CO(PG)9,7299,725-41,4261,5780.68%+152
SPDR DOW JONES INDL AVERAGE(DIA)31,72330,416-1,30711,95512,0985.22%+143
COINBASE GLOBAL INC(COIN)(Call)1,5001,5000261398+137
CONAGRA BRANDS INC(CAG)100,817101,418+6012,8893,0061.30%+117
PEPSICO INC(PEP)19,04119,057+163,2343,3351.44%+101
ISHARES TR61,86259,552-2,3104,6614,7562.05%+95
AMERICAN EXPRESS CO(AXP)2,2592,25904235140.22%+91
EXXON MOBIL CORP5,1415,14105145980.26%+84
MICRON TECHNOLOGY INC(MU)2,5002,50002132950.13%+81
SOUTHERN CO(SO)49,17249,124-483,4483,5241.52%+76
DOMINION ENERGY INC(D)26,06126,364+3031,2251,2970.56%+72
BOEING CO(BA)8001,400+6002092700.12%+62
TRAVELERS COMPANIES INC(TRV)1,4951,49502853440.15%+59
ALPHABET INC(GOOG)4,5274,52706386890.30%+51
CITIGROUP INC(C)4,0284,02802072550.11%+48
CLOROX CO DEL(CLX)12,61412,035-5791,7991,8430.79%+44
FISERV INC(FISV)1,6001,60002132560.11%+43
US BANCORP DEL(USB)98,64496,459-2,1854,2694,3121.86%+42
AMAZON COM INC(Put)1,3001,3000198234+37
AMERIPRISE FINL INC(AMP)62362302372730.12%+37
WELLS FARGO CO NEW(WFC)11,64010,468-1,1725736070.26%+34
RTX CORPORATION(RTX)2,5012,50102102440.11%+33
GOLDMAN SACHS GROUP INC(GS)1,0001,00003864180.18%+32
ALPHABET INC(GOOG)2,4802,48003463740.16%+28
AT&T INC(T)97,09894,099-2,9991,6291,6560.71%+27
VANGUARD INDEX FDS2,9252,769-1566947200.31%+26
MICROSOFT CORP(MSFT)(Put)1,5001,400-100564589+25
SELECT SECTOR SPDR TR
ST STR CARE ETF
1,8981,89802592800.12%+22
FORD MTR CO DEL(F)19,74519,74502412620.11%+22
SELECT SECTOR SPDR TR
ST STR FINL ETF
11,48910,732-7574324520.19%+20
ABBOTT LABS5,5045,50406066260.27%+20
ISHARES TR2,8032,80303513660.16%+16
SPDR GOLD TR(GLD)1,6741,628-463203350.14%+15
VERIZON COMMUNICATIONS INC(VZ)9,7619,074-6873683810.16%+13
SELECT SECTOR SPDR TR
ST STR UTIL ETF
4,9374,947+103133250.14%+12
COCA COLA CO(KO)5,3005,30003123240.14%+12
BLACKSTONE INC(BX)2,0272,040+132652680.12%+3
SPDR SER TR
ST STR BLO 1 ETF
3,2413,242+12962980.13%+1
ISHARES TR5,0064,356-6503973970.17%+1
ISHARES TR98,65796,574-2,0833,9673,9671.71%0
COINBASE GLOBAL INC(COIN)40-410-1
CISCO SYS INC(CSCO)7,5767,57603833780.16%-5
STARBUCKS CORP(SBUX)2,2082,20802122020.09%-10
AMGEN INC(AMGN)6,3076,304-31,8171,7920.77%-24
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
30,13629,237-8991,2131,1710.50%-42
APPLE INC(Put)2,1002,1000404360-44
BRISTOL-MYERS SQUIBB CO(BMY)6,7885,606-1,1823483040.13%-44
ISHARES TR39,83439,914+803,9543,9091.69%-44
VANECK ETF TRUST
IG FLOA RATE ETF
105,936102,356-3,5802,6642,6111.13%-53
ISHARES TR3,0512,495-5563282680.12%-60
ISHARES TR22,19321,410-7831,8211,7510.75%-70
ISHARES TR11,5089,322-2,1868647870.34%-77
SHOPIFY INC(SHOP)(Put)1,0000-1,000780-78
JOHNSON & JOHNSON(JNJ)10,1079,478-6291,5841,4990.65%-85
PROSHARES TR II(Put)
PUT
3,3000-3,300860-86
ORACLE CORP(ORCL)7,8525,852-2,0008287350.32%-93
SPDR SER TR
ST SHOR CORP ETF
94,67291,481-3,1912,8192,7231.17%-96
HONEYWELL INTL INC(HON)21,03720,996-414,4124,3091.86%-102
WHEATON PRECIOUS METALS CORP(WPM)2,3000-2,3001130-113
WHEATON PRECIOUS METALS CORP(WPM)(Put)2,3000-2,3001130-113
ISHARES TR77,67173,472-4,19915,58915,4516.66%-138
SHOPIFY INC(SHOP)2,3050-2,3051800-180
ISHARES TR(Put)2,5000-2,5001880-188
ISHARES INC5,9000-5,9002060-206
ISHARES INC(Put)5,9000-5,9002060-206
SPDR S&P MIDCAP 400 ETF TR(MDY)4,5403,765-7752,3032,0950.90%-209
ISHARES TR
US INFRASTRUC
5,5510-5,5512240-224
LOCKHEED MARTIN CORP(LMT)6340-6342870-287
ADVANCED MICRO DEVICES INC(Put)2,1000-2,1003100-310
CLOROX CO DEL(CLX)(Put)2,5000-2,5003560-356
ISHARES TR(Put)10,0000-10,0004020-402
INTEL CORP(INTC)51,54649,117-2,4292,5902,1690.94%-421
ISHARES TR(Put)37,90032,900-5,0007,6076,919-688
ORACLE CORP(ORCL)(Put)8,0000-8,0008430-843
INVESCO QQQ TR(Put)2,8000-2,8001,1470-1,147
Page 1 of 1