Tennessee Valley Asset Management Partners Purchases in Q1 2025

Tennessee Valley Asset Management Partners

  • $604 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
157K
New
$49.74 - $58.96 $7.81M - $9.26M
157K $9.26M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
138K
+ 24.94%
$49.78 - $53.19 $6.86M - $7.33M
690K $34.9M
SPTL
Spdr Portfolio Long Term Treas

ETFs
212K
+ 42.67%
$25.54 - $27.64 $5.4M - $5.85M
707K $19.1M
IEFA
Ishares Tr

ETFs
35.5K
+ 11.0%
$69.57 - $78.65 $2.47M - $2.79M
358K $27.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.64K
+ 3.8%
$442.66 - $534.52 $724K - $874K
44.7K $23.8M
SPMD
Spdr Portfolio

ETFs
80.3K
+ 929.36%
$50.21 - $57.73 $4.03M - $4.63M
88.9K $4.54M
HYDB
Ishares Tr Edge High Yield Def

ETFs
61K
+ 704.77%
$46.82 - $47.8 $2.86M - $2.92M
69.6K $3.28M
GLDM
World Gold Trust

ETFs
45.6K
New
$52.19 - $61.89 $2.38M - $2.82M
45.6K $2.82M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
26.1K
+ 727.46%
$68.32 - $75.06 $1.78M - $1.96M
29.7K $2.22M
IGLB
Ishares 10+ Year Investment Gr

ETFs
19.6K
+ 5.25%
$48.32 - $51.22 $945K - $1M
392K $19.7M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
40.4K
New
$24.41 - $24.65 $986K - $995K
40.4K $988K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
26K
+ 8.56%
$24.73 - $25.62 $644K - $667K
330K $8.42M
ABBV
Abb Vie Inc.

Healthcare
102
+ 0.43%
$169.2 - $216.66 $17.3K - $22.1K
23.9K $5M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
10.8K
New
$58.01 - $64.46 $629K - $699K
10.8K $677K
VEU
Vanguard Ftse All World Ex Us

ETFs
2.3K
+ 3.02%
$56.51 - $62.98 $130K - $145K
78.4K $4.78M
PDI
Pimco Dynamic Income Fund

Financial Services
12.1K
+ 10.06%
$18.51 - $20.05 $223K - $242K
132K $2.62M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
8.58K
New
$46.18 - $47.84 $396K - $411K
8.58K $407K
SO
Southern CO

Utilities
3.79K
New
$80.96 - $92.96 $306K - $352K
3.79K $348K
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.61K
New
$94.86 - $97.12 $343K - $351K
3.61K $343K
ITOT
Ishares Core S&P Total U.S. St

ETFs
3K
+ 43.32%
$120.29 - $134.6 $361K - $404K
9.94K $1.21M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
14.1K
New
$20.64 - $20.73 $291K - $292K
14.1K $291K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.02K
New
$80.53 - $147.57 $163K - $298K
2.02K $267K
WMT
Walmart Inc.

Consumer Defensive
3.19K
+ 41.02%
$84.5 - $105.05 $270K - $335K
11K $963K
TFC
Truist Financial Corp

Financial Services
6.23K
New
$39.48 - $48.15 $246K - $300K
6.23K $256K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
14.7K
+ 18.47%
$15.0 - $15.91 $221K - $234K
94.4K $1.47M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.85K
+ 98.1%
$50.72 - $50.92 $246K - $247K
9.78K $497K
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
18.1K
+ 19.01%
$11.64 - $12.49 $210K - $226K
113K $1.33M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
9.31K
New
$22.91 - $25.71 $213K - $239K
9.31K $237K
OEF
Ishares S&P 100 ETF

ETFs
883
+ 2.96%
N/A
30.7K $8.17M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
7.84K
New
$28.27 - $29.28 $222K - $229K
7.84K $227K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
4.16K
+ 6.96%
$43.76 - $45.31 $182K - $188K
63.9K $2.88M
IBM
International Business Machines Corp

Technology
891
New
$217.4 - $264.74 $194K - $236K
891 $221K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
15.8K
New
$13.33 - $14.08 $210K - $222K
15.8K $218K
VTV
Vanguard Value ETF

ETFs
1.22K
+ 21.69%
$167.73 - $179.21 $205K - $219K
6.84K $1.17M
GLD
Spdr Gold Trust

ETFs
342
+ 17.27%
$243.19 - $288.14 $83.2K - $98.5K
2.32K $669K
VONV
Vanguard Russell 1000 Value Et

ETFs
2.1K
+ 6.09%
$80.21 - $86.14 $169K - $181K
36.6K $2.99M
EFA
Ishares Tr Msci Eafe ETF

ETFs
674
+ 3.85%
$74.85 - $84.89 $50.4K - $57.2K
18.2K $1.49M
GOOGL
Alphabet Inc.

Communication Services
1.51K
+ 71.86%
$154.33 - $206.19 $234K - $312K
3.62K $559K
DGRO
Ishares Core Dividend Growth E

ETFs
2.74K
+ 8.18%
$60.46 - $64.42 $165K - $176K
36.2K $2.21M
SPYG
Spdr Portfolio

ETFs
2.48K
+ 41.35%
$80.05 - $92.39 $199K - $229K
8.48K $679K
JPM
Jpmorgan Chase & CO

Financial Services
468
+ 7.19%
$225.19 - $279.95 $105K - $131K
6.97K $1.71M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.61K
+ 14.73%
$90.0 - $96.32 $145K - $155K
12.6K $1.16M
JNJ
Johnson & Johnson

Healthcare
514
+ 19.74%
$142.06 - $167.7 $73K - $86.2K
3.12K $517K
VUG
Vanguard Growth ETF

ETFs
417
+ 69.62%
$369.1 - $427.61 $154K - $178K
1.02K $376K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.02K
+ 13.43%
$192.82 - $222.1 $389K - $448K
17K $3.29M
KO
Coca Cola CO

Consumer Defensive
730
+ 12.34%
$60.81 - $72.32 $44.4K - $52.8K
6.64K $475K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
964
+ 2.38%
$91.45 - $91.75 $88.2K - $88.4K
41.5K $3.81M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.65K
+ 11.36%
$114.9 - $139.6 $304K - $370K
26K $3.06M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.34K
+ 24.8%
$27.01 - $28.54 $63.2K - $66.8K
11.8K $324K
Activity Summary
Buys All Purchases 104 New Holdings 16 Increased Positions 88 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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