All Terrain Financial Advisors: Q3 and Q4 2022 13F Holdings Comparison

The third quarter of 2022 just ended, and All Terrain Financial Advisors have released their 13F quarterly filing for the period. The 13F form is a quarterly report filed by institutional investment managers who manage assets with a value equal to or greater than $100 million. The report lists all positions held in the investment manager's portfolio for the preceding quarter. It is meant to provide transparency into the holdings of the investment manager.

The comparison of All Terrain Financial Advisors' Q3 2022 versus Q4 2022 13F holdings reveals insights into their investment strategy. In this blog post, we will analyze the changes in holdings of this fund and highlight notable movements.

SPDR S&P 500 ETF: Increase in Holdings by 12.4%

All Terrain Financial Advisors increased its holdings in SPDR S&P 500 ETF TR by 4,914 shares or 4.93% during the fourth quarter, according to the company's most recent Form 13F filing with the SEC. The fund owned 104,488 shares of the company's stock after purchasing an additional 4,914 shares during the quarter.

Lowes: Steady QoQ

All Terrain Financial Advisors maintained its position in Lowes Cos Inc in Q3 and Q4, closing Q3 and Q4 with holdings of 129,000 shares.

SPDR S&P 500 ETF TR put: Decrease in Holdings by 42.1%

All Terrain Financial Advisors decreased its holdings in the SPDR S&P 500 ETF TR Put by 42.1% in Q4. The fund owned 50,400 shares of the company's stock after selling 69,800 shares during the quarter.

iShares TR: Slight Decrease in Holdings by 4.5%

All Terrain Financial Advisors decreased its holdings in iShares TR by 0.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 67,142 shares of the company's stock after selling 805 shares during the quarter.

SPDR Dow Jones Industrial Average ETF: Increase in Holdings by 13.5%

All Terrain Financial Advisors increased its holdings in SPDR Dow Jones Industrial Average ETF by 3,256 shares or 9.64% during the fourth quarter, according to the company's most recent Form 13F filing with the SEC. The fund owned 37,034 shares of the company's stock after purchasing an additional 3,256 shares during the quarter.

Apple Inc: Slight Decrease in Holdings by 5.3%

All Terrain Financial Advisors decreased its holdings in Apple Inc by 517 shares or 0.75% during the fourth quarter, according to the company's most recent Form 13F filing with the SEC. The fund owned 69,733 shares of the company's stock after selling 517 shares during the quarter.

Microsoft Corp: Increase in Holdings by 4.3%

All Terrain Financial Advisors increased its holdings in Microsoft Corp by 303 shares or 1.28% during the fourth quarter, according to the company's most recent Form 13F filing with the SEC. The fund owned 24,045 shares of the company's stock after purchasing an additional 303 shares during the quarter.

SPDR S&P Midcap 400 ETF TR: Increase in Holdings by 7.4%

All Terrain Financial Advisors increased its holdings in SPDR S&P Midcap 400 ETF TR by 253 shares or 2.13% during the fourth quarter, according to the company's most recent Form 13F filing with the SEC. The fund owned 11,570 shares of the company's stock after purchasing an additional 253 shares during the quarter.

Honeywell Intl Inc: Increase in Holdings by 30.1%

All Terrain Financial Advisors increased its holdings in Honeywell Intl Inc by 278 shares or 1.40% during the fourth quarter, according to the company's most recent Form 13F filing with the SEC. The fund owned 20,119 shares of the company's stock after purchasing an additional 278 shares during the quarter.

Pfizer Inc: Increase in Holdings by 17.7%

All Terrain Financial Advisors increased its holdings in Pfizer Inc by 386 shares or 0.54% during the fourth quarter, according to the company's most recent Form 13F filing with the SEC. The fund owned 71,840 shares of the company's stock after purchasing an additional 386 shares during the quarter.

Walmart Inc: Increase in Holdings by 11%

All Terrain Financial Advisors increased its holdings in Walmart Inc by 382 shares or 1.51% during the fourth quarter, according to the company's most recent Form 13F filing with the SEC. The fund owned 25,476 shares of the company's stock after purchasing an additional 382 shares during the quarter.

Conclusion

In conclusion, All Terrain Financial Advisors' Q3 2022 versus Q4 2022 13F holdings comparison reveals some interesting movements in its investment strategy. Most of the changes were increases in holdings, indicating a bullish outlook for the stocks in question. The only notable sell-off was in the SPDR S&P 500 ETF TR put. However, it is important to note that 13F filings reflect holdings as of the end of the period and may not reflect current positions. Investors should keep that in mind when analyzing 13F filings.