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CIK: 0001826790
Total reported value
$906.5M
$906.5M
157 檔
31.2%
According to the latest 13F quarterly dataset, Tennessee Valley Asset Management Partners managed an equity portfolio of $906.5M at the end of Q3 2024, spanning 157 distinct U.S. exchange-listed positions.
In Q3 2024, Tennessee Valley Asset Management Partners displayed an active expansion posture, initiating 5 new positions and adding to 32 existing holdings, outstripping position reductions.
| # | 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 | 21.37% | -0.52% | +3.48% | |
| 2 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 8.94% | +0.05% | +2.45% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.29% | -0.24% | -4.70% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.91% | -0.48% | +2.79% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.26% | -0.02% | +3.27% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.16% | -0.36% | +2604.99% | |
| 7 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 3.40% | -0.02% | +3.95% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.98% | -0.40% | +0.96% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.52% | +0.01% | +3.83% | |
| 10 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 2.40% | -0.79% | +4.04% | |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.22% | -0.10% | +295.07% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.68% | +0.12% | -0.05% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.48% | -0.05% | +1.62% | |
| 14 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.43% | -0.01% | +1.97% | |
| 15 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.35% | -0.18% | +81.23% | |
| 16 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.33% | -0.24% | +4.52% | |
| 17 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.10% | +0.14% | -3.07% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.01% | -0.07% | -1.47% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.99% | +0.15% | -0.89% | |
| 20 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.88% | -0.07% | +5.66% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.85% | +0.01% | -6.28% | |
| 22 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.82% | -0.10% | +33.80% | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.81% | -0.07% | -4.18% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.78% | -0.02% | -0.50% | |
| 25 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.77% | +0.03% | NEW | |
| 26 | IXC | Ishares Global Energy ETF | ETF-Other | 0.69% | — | +3.52% | |
| 27 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.62% | — | +5.17% | |
| 28 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.54% | -0.02% | -3.19% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.52% | — | +2.37% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.51% | -0.04% | -1.34% | |
| 31 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.48% | -0.01% | -46.62% | |
| 32 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.48% | -0.02% | -40.65% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.47% | -0.05% | +0.02% | |
| 34 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.46% | -0.02% | +4.98% | |
| 35 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.44% | +0.19% | +45.34% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.43% | -0.08% | -0.28% | |
| 37 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.41% | -0.13% | +14.66% | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 0.38% | -0.08% | -0.48% | |
| 39 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.38% | -0.08% | +0.84% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.37% | +0.12% | +903.03% | |
| 41 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.35% | -0.02% | +7.39% | |
| 42 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.34% | -0.04% | +0.39% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.34% | -0.02% | -0.68% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | +0.10% | -3.43% | |
| 45 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.33% | -0.03% | +1.68% | |
| 46 | QCOM | Qualcomm Inc | Stock-Tech | 0.29% | -0.09% | -13.35% | |
| 47 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.26% | -0.02% | -4.47% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.26% | -0.04% | — | |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.25% | -0.03% | +17.74% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.25% | +0.01% | +0.09% |
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 157 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, IUSG, VTI) accounted for 31.2% of total reported equity market value during Q3 2024.
Top New Position Initiated
CGBL
市值: $415.9K
Top Position Liquidated / Trimmed
ZETA
前期市值: $1.8M
During Q3 2024, Tennessee Valley Asset Management Partners's top holdings by market value included SPYM (21.4%)、IUSG (8.9%)、VTI (7.3%). The largest single position, SPYM, represented 21.4% of total portfolio value.
In Q3 2024, Tennessee Valley Asset Management Partners made 50 total portfolio adjustments, initiating 5 new buys, adding to 32 positions, trimming 10 holdings, and fully liquidating 3 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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