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All Season Financial Advisors

Latest statistics and disclosures from All Season Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are BRK.B, BNDX, INDA, VNQ, VEA, and represent 21.81% of All Season Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: BNDX (+$5.1M), VNQ, LQD, VIOO, ACWI, USMV, IEI, AAXJ, GLD, EMLC.
Started 24 new stock positions in GLD, LQD, NEE, ZG, META, VIOO, IFRA, EWH, HD, MOAT. STWD, FI, BNDX, EWL, IEI, PHO, SBRA, EMLC, NEM, SPG, PYPL, KREF, VNQ, OBDC.
Reduced shares in these 10 stocks: JEPI (-$5.5M), , , VRP, AVUV, EFV, , COWZ, DEM, RWM.
Sold out of its positions in ABNB, BLOK, AM, BGR, CIVI, QCLN, FCX, VRP, EFV, STIP. EWJ, JEPI, USA, RWM, SPSB, FLRN, XLC, TPVG, BIZD, XFLT.
All Season Financial Advisors was a net buyer of stock by $1.2M.
All Season Financial Advisors has $118M in assets under management (AUM), dropping by 6.50%.
Central Index Key (CIK): 0001746810

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Portfolio Holdings for All Season Financial Advisors

All Season Financial Advisors holds 94 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Berkshire Hathaway Inc Del Cl B New (BRK.B)	5.7	$6.7M	+7%	15k	460.26	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	4.4	$5.1M	NEW	102k	50.28	View chart
Ishares Tr Msci India Etf (INDA)	4.0	$4.6M		79k	58.53	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	3.9	$4.6M	NEW	48k	97.42	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.8	$4.5M		86k	52.81	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.7	$4.3M	-6%	7.5k	576.83	View chart
Ishares Tr S&p 500 Val Etf (IVE)	3.7	$4.3M	+31%	22k	197.17	View chart
Ishares Tr Msci Acwi Etf (ACWI)	3.6	$4.3M	+105%	36k	119.55	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	3.3	$3.9M		22k	179.16	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	2.7	$3.2M	NEW	28k	112.98	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.7	$3.2M	+143%	35k	91.31	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.2	$2.6M	+7%	39k	64.86	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	2.2	$2.5M	-33%	58k	44.01	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.1	$2.5M	-22%	24k	101.27	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.1	$2.4M	-57%	25k	95.95	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	2.1	$2.4M	NEW	22k	108.18	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	1.9	$2.2M	+160%	28k	78.45	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.7	$1.9M	-39%	34k	57.83	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.6	$1.9M	+25%	40k	47.52	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	1.6	$1.8M	-38%	88k	21.01	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.6	$1.8M	+9%	30k	62.32	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	1.6	$1.8M	NEW	15k	119.61	View chart
Apple (AAPL)	1.3	$1.6M		6.8k	233.00	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.3	$1.6M	+79%	7.8k	198.06	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.3	$1.5M	+9%	19k	79.42	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.2	$1.4M	+8%	22k	64.60	View chart
Automatic Data Processing (ADP)	1.2	$1.4M	-27%	5.1k	276.72	View chart
Spdr Gold Tr Gold Shs (GLD)	1.1	$1.3M	NEW	5.4k	243.06	View chart
Strategic Trust Running Gwth Etf (RUNN)	1.1	$1.3M	+92%	38k	33.43	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.9	$1.1M	NEW	42k	25.40	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.9	$1.0M		45k	22.83	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.9	$1.0M	NEW	10k	96.95	View chart
Amazon (AMZN)	0.9	$999k	-14%	5.4k	186.33	View chart
Nuveen Core Plus Impact Fund Com Ben Int (NPCT)	0.8	$942k	+43%	80k	11.85	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$896k		9.4k	95.75	View chart
Ishares Tr Global 100 Etf (IOO)	0.8	$892k		9.0k	99.16	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.7	$843k	+11%	16k	52.14	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.7	$820k	+100%	25k	32.81	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.7	$807k	+2%	15k	53.07	View chart
Abrdn Healthcare Investors Sh Ben Int (HQH)	0.7	$798k	+94%	43k	18.62	View chart
Pimco Dynamic Income SHS (PDI)	0.7	$775k		38k	20.27	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.6	$742k	+94%	51k	14.69	View chart
Ishares Msci Singpor Etf (EWS)	0.6	$715k	+29%	32k	22.15	View chart
Ares Capital Corporation (ARCC)	0.6	$702k		34k	20.94	View chart
Vanguard World Mega Cap Index (MGC)	0.6	$684k	-7%	3.3k	206.64	View chart
At&t (T)	0.6	$664k	-26%	30k	22.00	View chart
Microsoft Corporation (MSFT)	0.6	$658k	-6%	1.5k	430.24	View chart
Cohen & Steers Quality Income Realty (RQI)	0.6	$656k		46k	14.17	View chart
Agnc Invt Corp Com reit (AGNC)	0.6	$650k	+47%	62k	10.46	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.6	$648k		80k	8.07	View chart
Flaherty & Crumrine Dynamic SHS (DFP)	0.6	$647k		30k	21.50	View chart
Royce Value Trust (RVT)	0.5	$642k		41k	15.70	View chart
Abrdn Global Premier Pptys F Com Sh Ben Int (AWP)	0.5	$642k		139k	4.62	View chart
Cohen & Steers infrastucture Fund (UTF)	0.5	$635k		24k	26.03	View chart
Cohen & Steers REIT/P (RNP)	0.5	$634k		27k	23.67	View chart
Annaly Capital Management In Com New (NLY)	0.5	$631k	+44%	31k	20.07	View chart
Ishares Msci Hong Kg Etf (EWH)	0.5	$575k	NEW	31k	18.66	View chart
Capital Southwest Corporation (CSWC)	0.5	$547k		22k	25.29	View chart
3M Company (MMM)	0.4	$521k		3.8k	136.71	View chart
Agnico (AEM)	0.4	$507k	-23%	6.3k	80.56	View chart
NVIDIA Corporation (NVDA)	0.4	$501k	-2%	4.1k	121.44	View chart
Ishares Msci Switzerland (EWL)	0.4	$500k	NEW	9.6k	52.10	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.4	$490k		34k	14.39	View chart
Oracle Corporation (ORCL)	0.4	$465k		2.7k	170.40	View chart
Verizon Communications (VZ)	0.4	$445k		9.9k	44.91	View chart
BlackRock Global Opportunities Equity Tr (BOE)	0.4	$428k		38k	11.26	View chart
Simon Property (SPG)	0.4	$424k	NEW	2.5k	168.99	View chart
Ishares Tr Us Infrastruc (IFRA)	0.4	$418k	NEW	8.9k	46.97	View chart
Sabra Health Care REIT (SBRA)	0.3	$411k	NEW	22k	18.61	View chart
Hancock John Finl Opptys Sh Ben Int New (BTO)	0.3	$409k	-8%	12k	33.16	View chart
Starwood Property Trust (STWD)	0.3	$401k	NEW	20k	20.38	View chart
Newmont Mining Corporation (NEM)	0.3	$396k	NEW	7.4k	53.45	View chart
Solar Cap (SLRC)	0.3	$394k		26k	15.05	View chart
Kkr Real Estate Finance Trust (KREF)	0.3	$391k	NEW	32k	12.35	View chart
Paypal Holdings (PYPL)	0.3	$390k	NEW	5.0k	78.03	View chart
Epr Pptys Com Sh Ben Int (EPR)	0.3	$386k		7.9k	49.04	View chart
Owl Rock Capital Corporation (OBDC)	0.3	$356k	NEW	24k	14.57	View chart
Global X Fds Cybrscurty Etf (BUG)	0.3	$342k	-35%	11k	30.95	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.3	$341k	-6%	2.7k	127.25	View chart
Ishares Em Mkts Div Etf (DVYE)	0.3	$339k	-51%	12k	28.70	View chart
Zillow Group Cl A (ZG)	0.3	$338k	NEW	5.5k	61.93	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.3	$327k	+2%	12k	26.27	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$263k	+3%	998.00	263.83	View chart
Tcw Etf Trust Transform System (NETZ)	0.2	$255k	-12%	3.4k	73.93	View chart
Pimco Municipal Income Fund II (PML)	0.2	$250k	+43%	27k	9.39	View chart
Blackrock Muniyield Insured Fund (MYI)	0.2	$242k	+43%	20k	12.00	View chart
Meta Platforms Cl A (META)	0.2	$241k	NEW	421.00	572.44	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$238k	-2%	451.00	527.23	View chart
Invesco Van Kampen Trust For Inv Grd Mun (VGM)	0.2	$235k	+41%	22k	10.56	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.2	$234k	NEW	3.3k	70.54	View chart
Nextera Energy (NEE)	0.2	$223k	NEW	2.6k	84.53	View chart
Home Depot (HD)	0.2	$217k	NEW	535.00	404.96	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$212k	-7%	370.00	573.76	View chart
Fiserv (FI)	0.2	$209k	NEW	1.2k	179.65	View chart

Past Filings by All Season Financial Advisors

SEC 13F filings are viewable for All Season Financial Advisors going back to 2021

All Season Financial Advisors 2024 Q3 filed Oct. 18, 2024
All Season Financial Advisors 2024 Q2 filed July 23, 2024
All Season Financial Advisors 2024 Q1 filed April 17, 2024
All Season Financial Advisors 2023 Q4 filed Jan. 24, 2024
All Season Financial Advisors 2023 Q3 filed Oct. 23, 2023
All Season Financial Advisors 2023 Q2 filed July 25, 2023
All Season Financial Advisors 2023 Q1 filed April 17, 2023
All Season Financial Advisors 2022 Q4 filed Feb. 2, 2023
All Season Financial Advisors 2022 Q3 filed Oct. 21, 2022
All Season Financial Advisors 2022 Q2 filed July 18, 2022
All Season Financial Advisors 2022 Q1 filed April 29, 2022
All Season Financial Advisors 2021 Q4 filed Jan. 25, 2022
All Season Financial Advisors 2021 Q3 filed Oct. 20, 2021
All Season Financial Advisors 2021 Q2 filed July 21, 2021

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