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

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JPMORGAN CHASE & CO

JPM|46625H100

Shares:5.5K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$317.4M)

Alphabet Inc.

GOOG|02079K107

Shares:7.9K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$317.4M)

46438F101

Shares:22.0K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$317.4M)

458140950

Shares:43.6K

Value:$990.2K

% of Portfolio:0.3% ($990.2K/$317.4M)

46438F951

Shares:20.8K

Value:$973.6K

% of Portfolio:0.3% ($973.6K/$317.4M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:1.7K

Value:$841.5K

% of Portfolio:0.3% ($841.5K/$317.4M)

922908769

VTI|922908769

Shares:2.8K

Value:$767.3K

% of Portfolio:0.2% ($767.3K/$317.4M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:1.4K

Value:$764.8K

% of Portfolio:0.2% ($764.8K/$317.4M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:10.0K

Value:$718.1K

% of Portfolio:0.2% ($718.1K/$317.4M)

037833950

Shares:3.1K

Value:$688.6K

% of Portfolio:0.2% ($688.6K/$317.4M)

464287309

IVW|464287309

Shares:7.3K

Value:$679.3K

% of Portfolio:0.2% ($679.3K/$317.4M)

NETFLIX INC

NFLX|64110L106

Shares:698

Value:$650.9K

% of Portfolio:0.2% ($650.9K/$317.4M)

Walmart Inc.

WMT|931142103

Shares:7.4K

Value:$650.7K

% of Portfolio:0.2% ($650.7K/$317.4M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:7.2K

Value:$608.8K

% of Portfolio:0.2% ($608.8K/$317.4M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:2.3K

Value:$607.8K

% of Portfolio:0.2% ($607.8K/$317.4M)

SPDR GOLD TRUST

GLD|78463V107

Shares:2.0K

Value:$572.2K

% of Portfolio:0.2% ($572.2K/$317.4M)

EXXON MOBIL CORP

XOM|30231G102

Shares:4.8K

Value:$569.2K

% of Portfolio:0.2% ($569.2K/$317.4M)

594918954

Shares:1.5K

Value:$563.1K

% of Portfolio:0.2% ($563.1K/$317.4M)

02079K957

Shares:3.5K

Value:$546.8K

% of Portfolio:0.2% ($546.8K/$317.4M)

Tesla, Inc.

TSLA|88160R101

Shares:1.9K

Value:$495.8K

% of Portfolio:0.2% ($495.8K/$317.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
JPMORGAN CHASE & CO(JPMcusip46625H100)	5.5K	QoQ -64.40% (-10.0K) YoY -63.83% (-9.8K)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$317.4M)	QoQ -63.57% (-$2.4M) YoY -55.71% (-$1.7M)
Alphabet Inc.(GOOGcusip02079K107)	7.9K	QoQ +79.05% (+3.5K) YoY +73.51% (+3.3K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$317.4M)	QoQ +46.87% (+$391.7K) YoY +78.04% (+$537.9K)
(cusip46438F101)✕	22.0K	QoQ +255.95% (+15.8K) YoY NEW(+22.0K)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$317.4M)	QoQ +214.08% (+$701.1K) YoY NEW(+$1.0M)
(cusip458140950)✕	43.6K	QoQ NEW(+43.6K) YoY NEW(+43.6K)	All Managers (Combined)	$990.2K	0.3% ($990.2K/$317.4M)	QoQ NEW(+$990.2K) YoY NEW(+$990.2K)
(cusip46438F951)✕	20.8K	QoQ +271.42% (+15.2K) YoY NEW(+20.8K)	All Managers (Combined)	$973.6K	0.3% ($973.6K/$317.4M)	QoQ +227.73% (+$676.6K) YoY NEW(+$973.6K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	1.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$841.5K	0.3% ($841.5K/$317.4M)	QoQ -5.11% (-$45.3K) YoY +24.09% (+$163.4K)
(VTIcusip922908769)	2.8K	QoQ +5.04% (-134) YoY +0.83% (+23)	All Managers (Combined)	$767.3K	0.2% ($767.3K/$317.4M)	QoQ -0.39% (-$3.1K) YoY +6.63% (+$47.7K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	1.4K	QoQ +7.69% (+100) YoY +40.00% (+400)	All Managers (Combined)	$764.8K	0.2% ($764.8K/$317.4M)	QoQ +2.74% (+$20.4K) YoY +83.10% (+$347.1K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	10.0K	QoQ 0.00% (+0) YoY -4.44% (-465)	All Managers (Combined)	$718.1K	0.2% ($718.1K/$317.4M)	QoQ +2.20% (+$15.5K) YoY +18.35% (-$111.4K)
(cusip037833950)✕	3.1K	QoQ +158.33% (+1.9K) YoY +47.61% (+1.0K)	All Managers (Combined)	$688.6K	0.2% ($688.6K/$317.4M)	QoQ +129.14% (+$388.1K) YoY +91.22% (+$328.5K)
(IVWcusip464287309)	7.3K	QoQ 0.00% (-0) YoY -21.49% (-2.0K)	All Managers (Combined)	$679.3K	0.2% ($679.3K/$317.4M)	QoQ -8.56% (-$63.7K) YoY -13.69% (-$107.8K)
NETFLIX INC(NFLXcusip64110L106)	698	QoQ 0.00% (+0) YoY -1.69% (-12)	All Managers (Combined)	$650.9K	0.2% ($650.9K/$317.4M)	QoQ +4.62% (+$28.8K) YoY +50.95% (-$219.7K)
Walmart Inc.(WMTcusip931142103)	7.4K	QoQ +0.56% (-42) YoY -89.51% (-63.3K)	All Managers (Combined)	$650.7K	0.2% ($650.7K/$317.4M)	QoQ -2.27% (-$15.2K) YoY -84.69% (-$3.6M)
Palantir Technologies Inc.(PLTRcusip69608A108)	7.2K	QoQ +103.58% (+3.7K) YoY NEW(+7.2K)	All Managers (Combined)	$608.8K	0.2% ($608.8K/$317.4M)	QoQ +127.19% (+$340.8K) YoY NEW(+$608.8K)
AMERICAN EXPRESS CO(AXPcusip025816109)	2.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$607.8K	0.2% ($607.8K/$317.4M)	QoQ -9.34% (-$62.7K) YoY +18.16% (+$93.4K)
SPDR GOLD TRUST(GLDcusip78463V107)	2.0K	QoQ 0.00% (+0) YoY +21.99% (+358)	All Managers (Combined)	$572.2K	0.2% ($572.2K/$317.4M)	QoQ +19.00% (+$91.4K) YoY +70.86% (+$237.3K)
EXXON MOBIL CORP(XOMcusip30231G102)	4.8K	QoQ -1.90% (-93) YoY -6.90% (-355)	All Managers (Combined)	$569.2K	0.2% ($569.2K/$317.4M)	QoQ +8.45% (-$44.4K) YoY -4.75% (-$28.4K)
(cusip594918954)✕	1.5K	QoQ NEW(+1.5K) YoY +7.14% (-100)	All Managers (Combined)	$563.1K	0.2% ($563.1K/$317.4M)	QoQ NEW(+$563.1K) YoY -4.40% (-$25.9K)
(cusip02079K957)✕	3.5K	QoQ +775.00% (+3.1K) YoY NEW(+3.5K)	All Managers (Combined)	$546.8K	0.2% ($546.8K/$317.4M)	QoQ +617.81% (+$470.6K) YoY NEW(+$546.8K)
Tesla, Inc.(TSLAcusip88160R101)	1.9K	QoQ +199.84% (+1.3K) YoY NEW(+1.9K)	All Managers (Combined)	$495.8K	0.2% ($495.8K/$317.4M)	QoQ +92.42% (+$238.1K) YoY NEW(+$495.8K)