โณ
Showing Q3 2024 data
HedgeTrack has imported Q4 2025 data overall, but All Season Financial Advisors, Inc.'s latest available filing here is Q3 2024.
All Season Financial Advisors, Inc.
โขCIK: 1746810โขFiling: Q3 2024
**All Season Financial Advisors, Inc.** manages $117M across a diversified portfolio of 94 positions. The strategy exhibits a notable allocation to defensive and broad market exposure, highlighted by top holdings including BRK/B ($6.7M) and BNDX ($5.1M). Significant weight is also placed across international and fixed-income sectors, with INDA ($4.6M), VNQ ($4.6M), and VEA ($4.5M) rounding out the core structure. This positioning suggests a focus on capital preservation combined with global asset class diversification.
Total AUM
$117.5M
QoQ Performance
+6.5%
Positions
71
Top 10 Concentration
38.8%
Latest Filing
Q3 2024
Top Holdings Allocation
BRK.B
BRK.B5.7%
BNDX4.4%
INDA4.0%
VNQ3.9%
VEA3.8%
IVV3.7%
IVE3.7%
ACWI3.6%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other90.0%
ETF4.1%
Technology2.9%
Consumer1.0%
Communication0.6%
Industrial0.4%
Financial0.4%
Real Estate0.4%
๐ช Exited Positionssold since Q2 2024
+15 more exited positions
Changes from Q2 2024
NEW24 new positions
โ42 increased
โ28 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022