Tennessee Valley Asset Management Partners Reduced Holdings in Q1 2025

Tennessee Valley Asset Management Partners

  • $604 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-301K
- 96.47%
$44.72 - $46.25 $13.5M - $13.9M
11K $507K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-22K
- 5.59%
$126.86 - $146.45 $2.78M - $3.21M
370K $47.1M
XCEM
Columbia ETF Tr Ii

ETFs
-140K
- 95.22%
$29.18 - $30.72 $4.09M - $4.3M
7.03K $207K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-536
- 2.7%
$468.34 - $539.52 $251K - $289K
19.3K $9.04M
AVGO
Broadcom Inc.

Technology
-976
- 8.74%
$167.43 - $244.7 $163K - $239K
10.2K $1.71M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-5.72K
- 29.56%
$95.85 - $99.25 $548K - $568K
13.6K $1.35M
VCIT
Vanguard Intermediate Term Cor

ETFs
-6.3K
- 33.97%
$79.17 - $82.04 $499K - $517K
12.2K $1M
AMZN
Amazon Com Inc

Consumer Cyclical
-930
- 13.06%
$190.26 - $242.06 $177K - $225K
6.19K $1.18M
MSFT
Microsoft Corp

Technology
-187
- 2.84%
$375.39 - $447.2 $70.2K - $83.6K
6.41K $2.41M
VTHR
Vanguard Russell 3000 ETF

ETFs
-683
- 5.33%
$243.2 - $272.04 $166K - $186K
12.1K $2.98M
DELL
Dell Technologies Inc.

Technology
-1.05K
- 10.58%
$90.34 - $124.66 $94.5K - $130K
8.84K $805K
SPY
Spdr S&P 500 ETF Trust

ETFs
-164
- 1.93%
$551.42 - $612.93 $90.4K - $101K
8.34K $4.67M
IWY
Ishares Tr Russell 200 Growth

ETFs
-736
- 15.83%
$210.19 - $243.33 $155K - $179K
3.91K $823K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.57K
- 33.7%
$126.11 - $135.06 $198K - $212K
3.1K $394K
IVZ
Invesco Ltd.

Financial Services
-4.7K
- 17.44%
$14.82 - $19.34 $69.6K - $90.9K
22.2K $337K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-786
- 21.68%
$110.9 - $132.93 $87.2K - $104K
2.84K $323K
IWM
Ishares Russell 2000 ETF

ETFs
-287
- 9.63%
$198.1 - $229.79 $56.9K - $65.9K
2.69K $537K
VBK
Vanguard Small Cap Growth ETF

ETFs
-259
- 13.07%
$247.97 - $296.33 $64.2K - $76.7K
1.72K $435K
META
Meta Platforms, Inc.

Communication Services
-89
- 1.96%
$576.36 - $736.67 $51.3K - $65.6K
4.44K $2.56M
HD
Home Depot, Inc.

Consumer Cyclical
-63
- 1.81%
$347.25 - $424.87 $21.9K - $26.8K
3.43K $1.26M
QCOM
Qualcomm Inc

Technology
-620
- 5.88%
$151.94 - $175.86 $94.2K - $109K
9.93K $1.53M
MUB
Ishares National Muni Bond ETF

ETFs
-762
- 10.17%
$104.71 - $107.69 $79.8K - $82.1K
6.73K $709K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-817
- 2.17%
$93.32 - $95.35 $76.2K - $77.9K
36.9K $3.45M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-335
- 7.42%
$169.43 - $182.84 $56.8K - $61.3K
4.18K $724K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
-4.19K
- 10.24%
$13.1 - $13.52 $54.8K - $56.6K
36.7K $482K
UPS
United Parcel Service Inc

Industrials
-215
- 9.37%
$109.66 - $136.26 $23.6K - $29.3K
2.08K $228K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-9
- 0.65%
$522.96 - $601.18 $4.71K - $5.41K
1.39K $739K
IWR
Ishares Russell Mid Cap ETF

ETFs
-459
- 13.63%
$82.81 - $92.93 $38K - $42.7K
2.91K $247K
AMD
Advanced Micro Devices Inc

Technology
-90
- 4.29%
$96.63 - $129.55 $8.7K - $11.7K
2.01K $206K
VTWV
Vanguard Russell 2000 Value Et

ETFs
-44
- 1.26%
$131.51 - $149.24 $5.79K - $6.57K
3.45K $459K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-65
- 0.31%
$16.57 - $18.85 $1.08K - $1.23K
21.1K $351K
BA
Boeing CO

Industrials
-133
- 9.52%
$148.15 - $186.25 $19.7K - $24.8K
1.26K $215K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-702
- 6.87%
$47.33 - $47.92 $33.2K - $33.6K
9.51K $452K
PG
Procter & Gamble CO

Consumer Defensive
-445
- 2.58%
$158.56 - $176.26 $70.6K - $78.4K
16.8K $2.87M
XLI
Industrial Sector Spdr

ETFs
-154
- 5.98%
$128.78 - $141.67 $19.8K - $21.8K
2.42K $315K
VGSH
Vanguard

ETFs
-1.12K
- 1.31%
$58.07 - $58.69 $64.7K - $65.4K
84.1K $4.93M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-70
- 0.18%
$22.25 - $23.0 $1.56K - $1.61K
38.7K $887K
Lam Research Corp
-139
- 3.2%
N/A
4.21K $0
MA
Mastercard Inc

Financial Services
-1
- 0.15%
$504.67 - $576.31 $505 - $576
672 $368K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-640
- 1.3%
$114.57 - $118.14 $73.3K - $75.6K
48.5K $5.72M
VEA
Vanguard Ftse Developed Market

ETFs
-155
- 0.59%
$47.4 - $52.99 $7.35K - $8.21K
26K $1.33M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-3.17K
- 0.94%
$24.05 - $24.86 $76.3K - $78.9K
335K $8.31M
IEF
Ishares Barclays

ETFs
-549
- 0.83%
$91.17 - $95.39 $50.1K - $52.4K
65.2K $6.22M
ABT
Abbott Laboratories

Healthcare
-89
- 0.44%
$111.1 - $140.22 $9.89K - $12.5K
20.2K $2.68M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-10.8K
- 2.56%
$33.84 - $37.77 $366K - $409K
413K $15.2M
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
Track This Portfolio

Track Tennessee Valley Asset Management Partners Portfolio

Follow Tennessee Valley Asset Management Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tennessee Valley Asset Management Partners, based on Form 13F filings with the SEC.

News

Stay updated on Tennessee Valley Asset Management Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email