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CIK: 0001826790
Total reported value
$906.5M
$906.5M
128 檔
25.2%
As reported in its official Q1 2024 Form 13F filing, Tennessee Valley Asset Management Partners's tracked investment portfolio stood at $906.5M with 128 total positions.
During Q1 2024, Tennessee Valley Asset Management Partners's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 28.96% | -0.52% | +21.51% | |
| 2 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 10.97% | +0.05% | +1.88% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 6.50% | -0.48% | +2.58% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 4.64% | +0.01% | +13.43% | |
| 5 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 4.21% | -0.02% | +12.75% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.92% | -0.40% | +2.55% | |
| 7 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 3.09% | -0.79% | +50.00% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.23% | +0.12% | -3.71% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.85% | -0.05% | +9.74% | |
| 10 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.75% | -0.24% | +12.92% | |
| 11 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.74% | -0.01% | +10.67% | |
| 12 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.61% | -0.02% | — | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.38% | -0.07% | -1.70% | |
| 14 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 1.14% | -0.05% | -46.56% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 1.06% | -0.02% | -1.39% | |
| 16 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.98% | +0.03% | NEW | |
| 17 | IXC | Ishares Global Energy ETF | ETF-Other | 0.88% | — | +14.38% | |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.82% | -0.10% | -10.41% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.80% | +0.15% | +1.91% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.71% | +0.01% | -1.39% | |
| 21 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.67% | -0.01% | -1.20% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.65% | -0.05% | -1.93% | |
| 23 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.60% | -0.02% | — | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.59% | -0.04% | -4.79% | |
| 25 | ABT | Abbott Laboratories | Stock-Healthcare | 0.56% | -0.08% | -0.55% | |
| 26 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.55% | +0.14% | +1.41% | |
| 27 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.55% | -0.02% | -0.92% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | -0.08% | -3.09% | |
| 29 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.52% | -0.08% | +1.40% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | — | -4.85% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.51% | -0.07% | +0.43% | |
| 32 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.51% | -0.13% | +3.89% | |
| 33 | QCOM | Qualcomm Inc | Stock-Tech | 0.48% | -0.09% | +9.99% | |
| 34 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.46% | -0.03% | +3.15% | |
| 35 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.43% | -0.04% | +5.53% | |
| 36 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.39% | -0.02% | +12.06% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.39% | +0.12% | -2.47% | |
| 38 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.38% | -0.02% | +0.27% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.36% | -0.02% | -1.58% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.36% | -0.04% | -17.03% | |
| 41 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.31% | +0.19% | +16.46% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.31% | -0.01% | -1.50% | |
| 43 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.29% | -0.03% | +2.73% | |
| 44 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.28% | -0.03% | -0.29% | |
| 45 | RIV | Rivernorth Opportunities | Stock-Other | 0.28% | -0.04% | +0.32% | |
| 46 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.24% | -0.18% | +5.28% | |
| 47 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.22% | +0.10% | +11.73% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.22% | -0.36% | -7.19% | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | +0.01% | -18.70% | |
| 50 | GOF | Guggenheim Strategic Opport | Stock-Other | 0.21% | -0.06% | +2.10% |
According to official SEC Form 13F filings, Tennessee Valley Asset Management Partners reported a total U.S. public equity portfolio value of $906.5M across 128 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, IUSG, SPYV) accounted for 25.2% of total reported equity market value during Q1 2024.
During Q1 2024, Tennessee Valley Asset Management Partners's top holdings by market value included SPYM (29.0%)、IUSG (11.0%)、SPYV (6.5%). The largest single position, SPYM, represented 29.0% of total portfolio value.
In Q1 2024, Tennessee Valley Asset Management Partners made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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