All Season Financial Advisors

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

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Positions held by All Season Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for All Season Financial Advisors

All Season Financial Advisors holds 97 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 500 Val Etf (IVE) 6.2 $7.3M -26% 42k 173.89
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.7 $5.6M -8% 16k 356.66
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Schwab Strategic Tr Us Aggregate B (SCHZ) 4.2 $4.9M -7% 105k 46.62
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J P Morgan Exchange Traded F Equity Premium (JEPI) 4.0 $4.8M NEW 87k 54.98
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 4.0 $4.7M +500% 52k 89.80
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 3.9 $4.6M NEW 48k 96.39
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Ishares Tr Pfd And Incm Sec (PFF) 3.2 $3.8M +61% 122k 31.19
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.0 $3.6M +2% 74k 47.90
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 2.8 $3.4M -30% 65k 51.99
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Wisdomtree Tr Emer Mkt High Fd (DEM) 2.5 $2.9M -8% 72k 40.68
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Ishares Tr Sp Smcp600vl Etf (IJS) 2.4 $2.8M NEW 27k 103.07
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.4 $2.8M NEW 5.9k 475.31
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Ishares Tr Core S&p500 Etf (IVV) 2.3 $2.7M +48% 5.8k 477.63
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Ishares Tr Latn Amer 40 Etf (ILF) 2.3 $2.7M +50% 94k 29.06
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 2.0 $2.3M +16% 111k 21.18
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Ishares Tr Msci India Etf (INDA) 1.9 $2.3M +81% 47k 48.81
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Vanguard Index Fds Real Estate Etf (VNQ) 1.9 $2.2M NEW 25k 88.36
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Spdr Gold Tr Gold Shs (GLD) 1.8 $2.1M -8% 11k 191.17
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Ishares Tr Core Div Grwth (DGRO) 1.5 $1.7M -44% 32k 53.82
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.5 $1.7M +29% 29k 59.62
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Ishares Gold Tr Ishares New (IAU) 1.4 $1.7M NEW 42k 39.03
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Automatic Data Processing (ADP) 1.4 $1.6M 7.0k 232.96
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.3 $1.6M NEW 55k 28.78
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Ishares Tr 0-5 Yr Tips Etf (STIP) 1.1 $1.3M +27% 13k 98.59
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Apple (AAPL) 1.1 $1.3M -3% 6.5k 192.53
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Ishares Tr Gl Clean Ene Etf (ICLN) 1.1 $1.2M NEW 80k 15.57
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.0 $1.2M +187% 16k 73.55
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Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $1.1M -69% 4.1k 277.18
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Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 1.0 $1.1M NEW 44k 25.35
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.9 $1.1M NEW 25k 42.22
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Ishares Tr Msci Acwi Etf (ACWI) 0.8 $957k NEW 9.4k 101.77
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Amazon (AMZN) 0.8 $923k -6% 6.1k 151.94
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.8 $890k +32% 16k 56.39
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Ishares Tr Short Treas Bd (SHV) 0.7 $874k -39% 7.9k 110.13
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Spdr Ser Tr Bloomberg Invt (FLRN) 0.7 $864k -18% 28k 30.59
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Ishares Msci Brazil Etf (EWZ) 0.7 $833k -4% 24k 34.96
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.7 $800k +30% 10k 77.37
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Ishares Em Mkts Div Etf (DVYE) 0.7 $797k -4% 30k 26.49
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Etfis Ser Tr I Virtus Infrcap (PFFA) 0.7 $772k -2% 37k 20.71
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Spdr Ser Tr Portfolio Short (SPSB) 0.7 $766k +84% 26k 29.78
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RBB Us Treas 3 Mnth (TBIL) 0.6 $762k -69% 15k 49.86
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Microsoft Corporation (MSFT) 0.6 $730k -5% 1.9k 376.00
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Vanguard World Mega Cap Index (MGC) 0.6 $705k -9% 4.2k 169.28
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Capital Southwest Corporation (CSWC) 0.6 $681k -2% 29k 23.70
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At&t (T) 0.6 $677k -2% 40k 16.78
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Ishares Msci Mexico Etf (EWW) 0.6 $665k +32% 9.8k 67.85
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Ares Capital Corporation (ARCC) 0.6 $655k -2% 33k 20.03
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.6 $648k NEW 1.7k 376.87
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Vaneck Etf Trust Bdc Income Etf (BIZD) 0.5 $613k 38k 16.04
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Vaneck Etf Trust High Yld Munietf (HYD) 0.5 $610k NEW 12k 51.63
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Apollo Commercial Real Est. Finance (ARI) 0.5 $598k NEW 51k 11.74
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Royce Value Trust (RVT) 0.5 $597k +50% 41k 14.56
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Cohen & Steers Quality Income Realty (RQI) 0.5 $586k +34% 48k 12.24
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Hancock John Finl Opptys Sh Ben Int New (BTO) 0.5 $584k +48% 19k 30.08
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Spdr Ser Tr S&p Regl Bkg (KRE) 0.5 $565k NEW 11k 52.43
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Xai Octagon Floatng Rate Alt (XFLT) 0.5 $565k 79k 7.14
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Ark Etf Tr Fintech Innova (ARKF) 0.5 $565k NEW 21k 27.58
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $559k +45% 7.4k 75.10
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BlackRock Global Opportunities Equity Tr (BOE) 0.5 $556k +46% 56k 9.92
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Flaherty & Crumrine Dynamic SHS (DFP) 0.5 $556k +71% 31k 17.75
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.5 $545k NEW 4.7k 117.13
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Nuveen Multi-Strategy Income & Growth (JPC) 0.5 $535k NEW 79k 6.76
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Ark Etf Tr Genomic Rev Etf (ARKG) 0.5 $531k NEW 16k 32.81
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Cohen & Steers REIT/P (RNP) 0.4 $527k -2% 26k 20.16
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Global X Fds Us Infr Dev Etf (PAVE) 0.4 $518k -3% 15k 34.46
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Abrdn Global Premier Pptys F Com Sh Ben Int (AWP) 0.4 $514k -2% 133k 3.88
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American Centy Etf Tr Emerging Mkt Val (AVES) 0.4 $504k +33% 11k 45.97
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Global X Fds Cybrscurty Etf (BUG) 0.4 $499k -11% 17k 29.31
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Pimco Dynamic Income SHS (PDI) 0.4 $488k -25% 27k 17.95
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Spdr Ser Tr S&p Ins Etf (KIE) 0.4 $474k +71% 11k 45.22
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Epr Pptys Com Sh Ben Int (EPR) 0.4 $456k -2% 9.4k 48.45
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Spirit Rlty Cap Com New (SRC) 0.4 $446k NEW 10k 43.69
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PIMCO Corporate Opportunity Fund (PTY) 0.4 $442k -28% 33k 13.24
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3M Company (MMM) 0.4 $420k NEW 3.8k 109.32
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Ishares Esg Awr Msci Em (ESGE) 0.4 $413k -18% 13k 32.06
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Walgreen Boots Alliance (WBA) 0.3 $412k NEW 16k 26.11
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Global Med Reit Com New (GMRE) 0.3 $400k NEW 36k 11.10
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $398k +58% 3.8k 104.92
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Agnc Invt Corp Com reit (AGNC) 0.3 $396k -32% 40k 9.81
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Annaly Capital Management In Com New (NLY) 0.3 $391k -23% 20k 19.37
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Nuveen Core Plus Impact Fund Com Ben Int (NPCT) 0.3 $389k 39k 10.08
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Solar Cap (SLRC) 0.3 $380k -2% 25k 15.03
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Verizon Communications (VZ) 0.3 $374k NEW 9.9k 37.70
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Triplepoint Venture Gr Bdc cs (TPVG) 0.3 $366k 34k 10.86
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Antero Midstream Corp antero midstream (AM) 0.3 $362k -39% 29k 12.53
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Reaves Util Income Com Sh Ben Int (UTG) 0.3 $346k NEW 13k 26.74
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Civitas Resources Com New (CIVI) 0.3 $341k -38% 5.0k 68.38
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Ishares Tr Expanded Tech (IGV) 0.3 $340k -2% 839.00 405.64
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Select Sector Spdr Tr Communication (XLC) 0.3 $337k -19% 4.6k 72.66
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Ishares Tr Eafe Grwth Etf (EFG) 0.3 $325k NEW 3.4k 96.85
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Abrdn Healthcare Investors Sh Ben Int (HQH) 0.3 $321k -3% 19k 16.57
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Vanguard Index Fds Mid Cap Etf (VO) 0.2 $260k -10% 1.1k 232.64
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Simon Property (SPG) 0.2 $257k NEW 1.8k 142.67
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Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.2 $254k NEW 8.6k 29.72
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Airbnb Com Cl A (ABNB) 0.2 $243k -17% 1.8k 136.14
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NVIDIA Corporation (NVDA) 0.2 $229k -8% 462.00 495.22
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Ishares Tr National Mun Etf (MUB) 0.2 $202k NEW 1.9k 108.41
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Past Filings by All Season Financial Advisors

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