StockDriftsStockDriftsTop 50 All Season Financial Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DEL | 5.72% | 14.6K | $6.7M | +7.37%(+1.00K) | — | 2024-09-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 4.35% | 101.7K | $5.1M | new | — | 2024-09-30 | |
| INDA | ISHARES TR | 3.95% | 79.4K | $4.6M | -0.88%(-704) | — | 2024-09-30 | |
| VNQ | VANGUARD INDEX FDS | 3.94% | 47.5K | $4.6M | +260.02%(+34.28K) | — | 2024-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.85% | 85.6K | $4.5M | -1.32%(-1.14K) | — | 2024-09-30 | |
| IVV | ISHARES TR | 3.67% | 7.5K | $4.3M | -6.80%(-545) | — | 2024-09-30 | |
| IVE | ISHARES TR | 3.65% | 21.8K | $4.3M | +31.89%(+5.26K) | — | 2024-09-30 | |
| ACWI | ISHARES TR | 3.65% | 35.8K | $4.3M | +105.02%(+18.35K) | — | 2024-09-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.34% | 21.9K | $3.9M | -0.99%(-218) | — | 2024-09-30 | |
| LQD | ISHARES TR | 2.72% | 28.3K | $3.2M | +155.07%(+17.21K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
All Season Financial Advisors, Inc. reports $117.47M in US-listed equity holdings across 94 positions in its most recent 13F filing. Its largest disclosed positions are BRKB (5.7%), BNDX (4.3%) and INDA (4.0%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from All Season Financial Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1746810). View All Season Financial Advisors, Inc.’s 13F filings on SEC