All-Terrain-Financial-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HOOD",
  "MU",
  "MMM",
  "ABT",
  "ABBV",
  "GOOGL",
  "AXP",
  "T",
  "LOW",
  "D",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HON",
  null,
  "UNP",
  "ISRG",
  "HUBS",
  null,
  null,
  null,
  "META",
  null,
  "IVW",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  null,
  "BX",
  "AMP",
  "ANET",
  "ORCL",
  null,
  null,
  "EEM",
  "IWF",
  "PYPL",
  "PEP",
  null,
  "IJK",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  "GS",
  "INTC",
  "PLTR",
  "PRU",
  "PG",
  "VZ",
  null,
  "AMGN",
  null,
  null,
  "SHOP",
  "RTX",
  "GLD",
  null,
  "SBUX",
  "TRV",
  null,
  null,
  null,
  "AMD",
  "FI",
  "F",
  "AMZN",
  null,
  "USB",
  null,
  null,
  "WMT",
  "WFC",
  "SO",
  "DIA",
  "KMB",
  "BRK-B",
  "BA",
  "CSCO",
  "C",
  "CLX",
  "KO",
  "CL",
  "CAG",
  "IJT",
  "EFA",
  "QQQ",
  "IWM",
  "MDY",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 109
Total Value: 317384003
Accession Number: 0001062993-25-009435
Form Type: 13F-HR
CIK: all-terrain-financial-advisors
Manager Name: All-Terrain-Financial-Advisors

Data Enrichment

66% identified

72 identified37 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

109 positions • $317.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 6

Sort by:

NVIDIA CORP

NVDA|67066G104

Shares:27.9K

Value:$3.0M

% of Portfolio:1.0% ($3.0M/$317.4M)

464287234

EEM|464287234

Shares:69.2K

Value:$3.0M

% of Portfolio:1.0% ($3.0M/$317.4M)

CONAGRA BRANDS INC.

CAG|205887102

Shares:110.2K

Value:$2.9M

% of Portfolio:0.9% ($2.9M/$317.4M)

PEPSICO INC

PEP|713448108

Shares:18.9K

Value:$2.8M

% of Portfolio:0.9% ($2.8M/$317.4M)

AT&T INC.

T|00206R102

Shares:98.6K

Value:$2.8M

% of Portfolio:0.9% ($2.8M/$317.4M)

46090E953

Shares:5.4K

Value:$2.5M

% of Portfolio:0.8% ($2.5M/$317.4M)

INTEL CORP

INTC|458140100

Shares:101.5K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$317.4M)

AMGEN INC

AMGN|031162100

Shares:7.0K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$317.4M)

78467V848

Shares:50.6K

Value:$2.0M

% of Portfolio:0.6% ($2.0M/$317.4M)

AbbVie Inc.

ABBV|00287Y109

Shares:9.6K

Value:$2.0M

% of Portfolio:0.6% ($2.0M/$317.4M)

3M CO

MMM|88579Y101

Shares:13.6K

Value:$2.0M

% of Portfolio:0.6% ($2.0M/$317.4M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:3.7K

Value:$2.0M

% of Portfolio:0.6% ($2.0M/$317.4M)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:17.2K

Value:$1.9M

% of Portfolio:0.6% ($1.9M/$317.4M)

CLOROX CO /DE/

CLX|189054109

Shares:11.7K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$317.4M)

DOMINION ENERGY, INC

D|25746U109

Shares:30.7K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$317.4M)

Meta Platforms, Inc.

META|30303M102

Shares:2.9K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$317.4M)

PROCTER & GAMBLE Co

PG|742718109

Shares:9.6K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$317.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.0K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$317.4M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:9.2K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$317.4M)

UNION PACIFIC CORP

UNP|907818108

Shares:6.1K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$317.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	27.9K	QoQ -0.71% (-200) YoY +897.50% (+25.1K)	All Managers (Combined)	$3.0M	1.0% ($3.0M/$317.4M)	QoQ -19.86% (-$750.5K) YoY +19.64% (+$497.1K)
(EEMcusip464287234)	69.2K	QoQ -13.03% (-10.4K) YoY -28.37% (-27.4K)	All Managers (Combined)	$3.0M	1.0% ($3.0M/$317.4M)	QoQ -9.12% (-$303.7K) YoY -23.80% (-$944.5K)
CONAGRA BRANDS INC.(CAGcusip205887102)	110.2K	QoQ +6.14% (+6.4K) YoY +8.66% (-8.8K)	All Managers (Combined)	$2.9M	0.9% ($2.9M/$317.4M)	QoQ +2.01% (+$58.1K) YoY -2.22% (-$66.9K)
PEPSICO INC(PEPcusip713448108)	18.9K	QoQ -2.99% (-584) YoY -0.90% (-173)	All Managers (Combined)	$2.8M	0.9% ($2.8M/$317.4M)	QoQ -4.35% (-$128.8K) YoY -15.10% (-$503.7K)
AT&T INC.(Tcusip00206R102)	98.6K	QoQ +3.63% (+3.5K) YoY +4.78% (+4.5K)	All Managers (Combined)	$2.8M	0.9% ($2.8M/$317.4M)	QoQ +28.71% (+$622.0K) YoY +68.37% (+$1.1M)
(cusip46090E953)✕	5.4K	QoQ +440.00% (+4.4K) YoY NEW(+5.4K)	All Managers (Combined)	$2.5M	0.8% ($2.5M/$317.4M)	QoQ +395.30% (+$2.0M) YoY NEW(+$2.5M)
INTEL CORP(INTCcusip458140100)	101.5K	QoQ +70.63% (+42.0K) YoY +106.71% (+52.4K)	All Managers (Combined)	$2.3M	0.7% ($2.3M/$317.4M)	QoQ +93.27% (+$1.1M) YoY +6.28% (+$136.3K)
AMGEN INC(AMGNcusip031162100)	7.0K	QoQ +6.48% (+426) YoY +11.02% (+695)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$317.4M)	QoQ +27.27% (+$467.3K) YoY +21.64% (+$388.0K)
(cusip78467V848)✕	50.6K	QoQ +7.37% (+3.5K) YoY +73.23% (+21.4K)	All Managers (Combined)	$2.0M	0.6% ($2.0M/$317.4M)	QoQ +9.82% (+$182.5K) YoY +74.27% (+$869.7K)
AbbVie Inc.(ABBVcusip00287Y109)	9.6K	QoQ -0.28% (-27) YoY -13.78% (-1.5K)	All Managers (Combined)	$2.0M	0.6% ($2.0M/$317.4M)	QoQ +17.57% (-$299.1K) YoY -0.80% (-$16.2K)
3M CO(MMMcusip88579Y101)	13.6K	QoQ +0.30% (+41) YoY -4.18% (-595)	All Managers (Combined)	$2.0M	0.6% ($2.0M/$317.4M)	QoQ +14.10% (+$247.1K) YoY +32.65% (-$492.0K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	3.7K	QoQ 0.00% (-0) YoY -1.48% (-56)	All Managers (Combined)	$2.0M	0.6% ($2.0M/$317.4M)	QoQ -6.33% (-$133.9K) YoY -5.53% (-$116.0K)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	17.2K	QoQ +4.86% (-799) YoY +7.95% (+1.3K)	All Managers (Combined)	$1.9M	0.6% ($1.9M/$317.4M)	QoQ -1.19% (-$23.4K) YoY +2.69% (+$50.5K)
CLOROX CO /DE/(CLXcusip189054109)	11.7K	QoQ -3.81% (-465) YoY -2.48% (-299)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$317.4M)	QoQ -12.79% (-$253.5K) YoY -6.21% (-$114.5K)
DOMINION ENERGY, INC(Dcusip25746U109)	30.7K	QoQ +10.95% (+3.0K) YoY +16.29% (+4.3K)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$317.4M)	QoQ +15.51% (+$230.9K) YoY +32.56% (+$422.3K)
Meta Platforms, Inc.(METAcusip30303M102)	2.9K	QoQ -1.05% (-31) YoY -2.72% (-81)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$317.4M)	QoQ -2.60% (-$44.6K) YoY +15.46% (-$223.6K)
PROCTER & GAMBLE Co(PGcusip742718109)	9.6K	QoQ -5.59% (-569) YoY -1.29% (-126)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$317.4M)	QoQ -4.04% (-$69.0K) YoY +3.67% (-$58.0K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.0K	QoQ +2.05% (+60) YoY +0.23% (+7)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$317.4M)	QoQ +19.91% (+$263.0K) YoY +26.94% (+$336.2K)
JOHNSON & JOHNSON(JNJcusip478160104)	9.2K	QoQ -5.45% (-531) YoY -2.98% (-283)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$317.4M)	QoQ +8.40% (-$118.3K) YoY +1.70% (-$25.5K)
UNION PACIFIC CORP(UNPcusip907818108)	6.1K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$317.4M)	QoQ +3.59% (+$49.8K) YoY -3.94% (-$58.9K)