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CIK: 0001826790
Total reported value
$906.5M
$906.5M
154 檔
31.2%
In Q4 2024, Tennessee Valley Asset Management Partners's U.S. equity holdings reached a combined market value of $906.5M, distributed across 154 disclosed stock positions.
In Q4 2024, Tennessee Valley Asset Management Partners adopted a defensive or profit-taking posture, trimming 23 positions and completely liquidating 9 holdings to manage risk exposure.
| # | 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 | 21.79% | -0.52% | -1.26% | |
| 2 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 9.15% | +0.05% | -4.23% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.35% | -0.24% | -1.17% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.73% | -0.48% | -1.60% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.39% | -0.02% | -1.51% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.80% | -0.36% | +0.14% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.27% | -0.40% | +9.95% | |
| 8 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 3.08% | -0.02% | -2.97% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.42% | -0.10% | +18.76% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.36% | +0.01% | -3.21% | |
| 11 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 2.17% | -0.79% | -0.83% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.70% | +0.12% | -4.83% | |
| 13 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.44% | -0.01% | -4.69% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.41% | -0.05% | -5.19% | |
| 15 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.38% | -0.18% | +10.58% | |
| 16 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.27% | -0.24% | -1.35% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.05% | +0.15% | -2.08% | |
| 18 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.02% | +0.14% | -5.08% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.96% | -0.07% | -5.56% | |
| 20 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.95% | -0.07% | +8.40% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.83% | +0.01% | -4.08% | |
| 22 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.83% | -0.10% | +0.10% | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.73% | -0.07% | -3.10% | |
| 24 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.73% | +0.03% | NEW | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.71% | -0.02% | -0.85% | |
| 26 | IXC | Ishares Global Energy ETF | ETF-Other | 0.66% | — | -0.58% | |
| 27 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.62% | -0.03% | +148.92% | |
| 28 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.59% | — | -3.97% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | — | -4.59% | |
| 30 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.56% | -0.02% | +0.05% | |
| 31 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.53% | +0.19% | +14.34% | |
| 32 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.52% | -0.01% | -0.50% | |
| 33 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.49% | -0.13% | +9.37% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.48% | -0.05% | +4.26% | |
| 35 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.47% | -0.02% | -0.08% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.47% | -0.04% | -7.44% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | -0.08% | -0.55% | |
| 38 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.44% | -0.02% | -1.18% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.43% | +0.12% | -13.60% | |
| 40 | ABT | Abbott Laboratories | Stock-Healthcare | 0.38% | -0.08% | +0.00% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | -0.02% | -3.47% | |
| 42 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.37% | -0.08% | +6.20% | |
| 43 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.37% | -0.02% | +2.58% | |
| 44 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.34% | -0.04% | +2.20% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | +0.10% | +0.21% | |
| 46 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.33% | -0.03% | +3.50% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.31% | -0.01% | +31.16% | |
| 48 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.28% | +0.10% | +12.42% | |
| 49 | QCOM | Qualcomm Inc | Stock-Tech | 0.27% | -0.09% | +2.01% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | +0.01% | -10.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.4% | -1.26% | Trim |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.4% | +148.92% | Add |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +9.95% | Add |
| 4 | IUSG | Ishares Core S&p U.s. Growth | +0.2% | -4.23% | Trim |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.2% | +18.76% | Add |
| 6 | HON | Honeywell International Inc | +0.2% | NEW | New buy |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | -1.51% | Trim |
| 8 | BTO | John Hancock Financial Opp | +0.1% | NEW | New buy |
| 9 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +14.34% | Add |
| 10 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +9.37% | Add |
| 11 | DMXF | Ishares Esg Advanc Msci Eafe | +0.1% | NEW | New buy |
| 12 | AGG | Ishares Core U.s. Aggregate | +0.1% | +31.16% | Add |
| 13 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | +8.40% | Add |
| 14 | AVGO | Broadcom Inc | +0.1% | -13.60% | Trim |
| 15 | TSLA | Tesla Inc | +0.1% | -7.03% | Trim |
| 16 | AAPL | Apple Inc | +0.1% | -2.08% | Trim |
| 17 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 18 | HRB | H&r Block Inc | +0.1% | NEW | New buy |
| 19 | CGXU | Cap Group Intl Focus | +0.1% | NEW | New buy |
| 20 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +46.99% | Add |
| 21 | IYW | Ishares Ustechnology ETF | +0.1% | +12.42% | Add |
| 22 | SMH | Vaneck Semiconductor ETF | 0% | NEW | New buy |
| 23 | IXC | Ishares Global Energy ETF | 0% | -0.58% | Trim |
| 24 | MSFT | Microsoft CORP | 0% | -7.44% | Trim |
| 25 | XCEM | Columbia Em Core Ex-china | 0% | +3.77% | Add |
| 26 | VTV | Vanguard Value ETF | 0% | -18.45% | Trim |
| 27 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -5.56% | Trim |
| 28 | DIS | Walt Disney Co/the | -0.1% | EXIT | Sold out |
| 29 | MTUM | Ishares Msci USA Momentum Fa | -0.1% | EXIT | Sold out |
| 30 | SO | Southern Co/the | -0.1% | EXIT | Sold out |
| 31 | GOVT | Ishares US Treasury Bond ETF | -0.1% | -24.19% | Trim |
| 32 | PLTR | Palantir Technologies Inc-a | -0.1% | EXIT | Sold out |
| 33 | RSP | Invesco S&p 500 Equal Weight | -0.1% | -24.11% | Trim |
| 34 | BSJO | Invesco Bulletshares 2024 Hy | -0.1% | EXIT | Sold out |
| 35 | SPAB | Ss Spdr P Agg Bond ETF | -0.1% | -1.35% | Trim |
| 36 | USMV | Ishares Msci USA Min Vol Fac | -0.1% | -47.94% | Trim |
| 37 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | Sold out |
| 38 | QUAL | Ishares Msci USA Quality Fac | -0.1% | -5.19% | Trim |
| 39 | ABBV | Abbvie Inc | -0.1% | -0.85% | Trim |
| 40 | IEF | Ishares 7-10 Year Treasury B | -0.1% | -5.08% | Trim |
| 41 | VEU | Vanguard Ftse All-world Ex-u | -0.1% | -3.10% | Trim |
| 42 | IUSV | Ishares Core S&p U.s. Value | -0.1% | -33.74% | Trim |
| 43 | BABA | Alibaba Group Holding-sp Adr | -0.1% | EXIT | Sold out |
| 44 | BSCO | Invesco Bulletshares 2024 Cb | -0.1% | EXIT | Sold out |
| 45 | IBM | Intl Business Machines CORP | -0.1% | EXIT | Sold out |
| 46 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.2% | -3.21% | Trim |
| 47 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.2% | -1.60% | Trim |
| 48 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | -0.2% | -0.83% | Trim |
| 49 | IGLB | Ishares 10+ Year Inv Gr CORP | -0.3% | -2.97% | Trim |
| 50 | IEFA | Ishares Core Msci Eafe ETF | -0.4% | +0.14% | Add |
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 154 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
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 Q4 2024.
Top New Position Initiated
HON
市值: $980.6K
Top Position Liquidated / Trimmed
BSCO
前期市值: $792.0K
During Q4 2024, Tennessee Valley Asset Management Partners's top holdings by market value included SPYM (21.8%)、IUSG (9.2%)、VTI (7.3%). The largest single position, SPYM, represented 21.8% of total portfolio value.
In Q4 2024, Tennessee Valley Asset Management Partners made 50 total portfolio adjustments, initiating 7 new buys, adding to 11 positions, trimming 23 holdings, and fully liquidating 9 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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