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
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.66K
+ 8.71%
$67.03 - $74.61 $178K - $199K
33.2K $2.25M
CGXU
Capital Group Intl Focus Equit

ETFs
2.43K
+ 19.73%
$24.48 - $26.59 $59.5K - $64.6K
14.7K $365K
RSG
Republic Services, Inc.

Industrials
4
+ 0.27%
$200.09 - $242.16 $800 - $969
1.5K $363K
XOM
Exxon Mobil Corp

Energy
101
+ 2.57%
$105.44 - $118.93 $10.6K - $12K
4.04K $479K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
1.13K
+ 6.71%
$61.91 - $66.79 $69.8K - $75.3K
17.9K $1.12M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
408
+ 38.42%
$211.47 - $267.17 $86.3K - $109K
1.47K $311K
SCHO
Schwab Short Term Us Treasury

ETFs
1.63K
+ 3.2%
$24.1 - $24.34 $39.3K - $39.7K
52.6K $1.28M
V
Visa Inc.

Financial Services
13
+ 0.94%
$306.92 - $362.71 $3.99K - $4.72K
1.39K $488K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
995
+ 9.59%
$37.07 - $40.63 $36.9K - $40.4K
11.4K $448K
VIG
Vanguard Dividend Appreciation

ETFs
277
+ 0.95%
N/A
29.5K $5.37M
IVV
Ishares Core S&P 500 ETF

ETFs
136
+ 11.3%
$554.06 - $615.85 $75.4K - $83.8K
1.34K $752K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.2K
+ 4.66%
$168.16 - $186.21 $370K - $409K
49.4K $8.44M
LLY
Eli Lilly & CO

Healthcare
13
+ 2.71%
$725.72 - $929.72 $9.43K - $12.1K
493 $407K
PSX
Phillips 66

Energy
7
+ 0.21%
$113.93 - $131.55 $798 - $921
3.36K $414K
HDV
Ishares Core High Dividend ETF

ETFs
15
+ 0.44%
$110.86 - $121.12 $1.66K - $1.82K
3.45K $417K
BWX
Spdr Bloomberg International T

ETFs
1.07K
+ 8.1%
$20.94 - $22.04 $22.4K - $23.6K
14.3K $311K
DE
Deere & CO

Industrials
1
+ 0.2%
$408.57 - $509.27 $409 - $509
493 $231K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
5
+ 0.12%
$87.68 - $94.52 $438 - $473
4.2K $393K
VTWO
Vanguard Russell 2000 ETF

ETFs
1.13K
+ 13.21%
$80.08 - $92.93 $90.3K - $105K
9.66K $782K
MCD
Mcdonalds Corp

Consumer Cyclical
6
+ 0.79%
$279.74 - $321.29 $1.68K - $1.93K
766 $239K
XLV
Select Sector Spdr Fund Health

ETFs
13
+ 0.66%
$137.61 - $149.68 $1.79K - $1.95K
1.99K $287K
DSI
Ishares Msci Kld 400 Social Et

ETFs
422
+ 11.93%
$101.98 - $115.66 $43K - $48.8K
3.96K $403K
ADP
Automatic Data Processing Inc

Industrials
5
+ 0.55%
$286.85 - $318.64 $1.43K - $1.59K
914 $279K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
1.62K
+ 2.09%
$25.12 - $26.05 $40.7K - $42.2K
79.1K $1.99M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
10
+ 0.38%
$128.74 - $138.67 $1.29K - $1.39K
2.64K $354K
XLF
Financial Sector Spdr

ETFs
53
+ 1.14%
$47.32 - $52.19 $2.51K - $2.77K
4.7K $231K
PEP
Pepsico Inc

Consumer Defensive
36
+ 1.97%
$142.64 - $156.42 $5.14K - $5.63K
1.86K $278K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
574
+ 10.31%
$102.49 - $119.96 $58.8K - $68.9K
6.14K $642K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.58K
+ 10.75%
$40.03 - $46.81 $63.2K - $74K
16.3K $660K
Pimco ETF Tr
135K
New
N/A
135K $0
Blackrock ETF Trust Ii
31.9K
+ 197.62%
N/A
48K $0
Capital Group Core Balanced
555
+ 3.61%
N/A
15.9K $0
STX
Seagate Technology Holdings PLC

Technology
12
+ 0.42%
$84.92 - $108.42 $1.02K - $1.3K
2.85K $241K
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.26%
$524.81 - $672.19 $525 - $672
392 $214K
CARR
Carrier Global Corp

Industrials
14
+ 0.31%
$62.07 - $70.55 $869 - $988
4.53K $287K
TSLA
Tesla, Inc.

Consumer Cyclical
1.44K
+ 52.72%
$222.15 - $428.22 $321K - $618K
4.18K $1.08M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
264
+ 2.42%
$57.21 - $65.8 $15.1K - $17.4K
11.2K $652K
CAT
Caterpillar Inc

Industrials
33
+ 2.65%
$326.75 - $407.63 $10.8K - $13.5K
1.28K $421K
BTO
John Hancock Financial Opportunities Fund

Financial Services
12
+ 0.06%
$32.12 - $38.37 $385 - $460
20.7K $704K
AXP
American Express CO

Financial Services
12
+ 0.67%
$255.39 - $325.87 $3.06K - $3.91K
1.79K $482K
IYW
Ishares Dj Us Tech ETF

ETFs
1.05K
+ 9.98%
$140.44 - $166.79 $147K - $175K
11.6K $1.62M
HON
Honeywell International Inc

Industrials
23
+ 0.53%
$202.75 - $226.52 $4.66K - $5.21K
4.36K $924K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
59
+ 1.56%
$507.05 - $563.67 $29.9K - $33.3K
3.84K $1.97M
LOW
Lowes Companies Inc

Consumer Cyclical
19
+ 0.37%
$222.66 - $268.42 $4.23K - $5.1K
5.21K $1.21M
IWF
Ishares Russell 1000 Gr ETF

ETFs
13
+ 0.51%
$360.07 - $417.26 $4.68K - $5.42K
2.57K $926K
CRM
Salesforce, Inc.

Technology
6
+ 0.33%
$268.36 - $359.95 $1.61K - $2.16K
1.81K $484K
VONG
Vanguard Russell 1000 Growth E

ETFs
1.64K
+ 5.44%
$92.71 - $107.38 $152K - $176K
31.7K $2.94M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
21.3K
+ 4.16%
$48.06 - $53.73 $1.02M - $1.14M
533K $26M
GOOG
Alphabet Inc.

Communication Services
459
+ 3.89%
$156.06 - $207.71 $71.6K - $95.3K
12.2K $1.91M
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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