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CIK: 0001826790
Total reported value
$906.5M
$906.5M
152 檔
29.0%
During the Q2 2024 filing period, Tennessee Valley Asset Management Partners (CIK: 0001826790) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $906.5M across 152 reported positions.
During Q2 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 | 22.18% | -0.52% | -5.03% | |
| 2 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 9.56% | +0.05% | +3.32% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.07% | -0.24% | +4729.79% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.99% | -0.48% | +1.84% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.43% | -0.02% | +235.11% | |
| 6 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 3.46% | -0.02% | +9.29% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.96% | -0.40% | +0.66% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.63% | +0.01% | -26.22% | |
| 9 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 2.45% | -0.79% | +5.19% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.87% | +0.12% | +0.41% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.57% | -0.05% | +5.17% | |
| 12 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.54% | -0.18% | +727.97% | |
| 13 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.52% | -0.01% | +5.79% | |
| 14 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.39% | -0.24% | +3.09% | |
| 15 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.26% | +0.14% | +197.35% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.07% | -0.07% | +0.36% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.02% | +0.15% | +34.03% | |
| 18 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.00% | -0.01% | +75.79% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.97% | +0.01% | +68.95% | |
| 20 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.93% | -0.07% | — | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.90% | -0.07% | +127.36% | |
| 22 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.83% | -0.02% | +101.21% | |
| 23 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.81% | +0.03% | NEW | |
| 24 | IXC | Ishares Global Energy ETF | ETF-Other | 0.78% | — | +18.24% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.77% | -0.02% | +0.31% | |
| 26 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.69% | -0.10% | — | |
| 27 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.65% | — | — | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.61% | -0.04% | +24.84% | |
| 29 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.59% | -0.02% | +289.00% | |
| 30 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.59% | -0.10% | -4.56% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.59% | — | +977.55% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.51% | -0.05% | +0.32% | |
| 33 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.48% | -0.02% | +4.90% | |
| 34 | QCOM | Qualcomm Inc | Stock-Tech | 0.45% | -0.09% | +1.02% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.43% | -0.08% | +3.23% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.42% | -0.02% | +24.37% | |
| 37 | ABT | Abbott Laboratories | Stock-Healthcare | 0.40% | -0.08% | +0.01% | |
| 38 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.40% | -0.08% | +1.43% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.39% | +0.12% | +5.23% | |
| 40 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.38% | -0.13% | +1.44% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | +0.10% | +192.29% | |
| 42 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.35% | -0.04% | +5.57% | |
| 43 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.35% | -0.03% | -1.39% | |
| 44 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.34% | -0.02% | +9.13% | |
| 45 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.33% | +0.19% | +26.95% | |
| 46 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.33% | -0.02% | — | |
| 47 | ZETA | Zeta Global Holdings Corp-a | Stock-Tech | 0.33% | — | — | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.29% | +0.01% | +62.34% | |
| 49 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.29% | -0.02% | +0.27% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.28% | -0.04% | +0.11% |
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 152 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, IUSG, VTI) accounted for 29.0% of total reported equity market value during Q2 2024.
During Q2 2024, Tennessee Valley Asset Management Partners's top holdings by market value included SPYM (22.2%)、IUSG (9.6%)、VTI (8.1%). The largest single position, SPYM, represented 22.2% of total portfolio value.
In Q2 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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