Tennessee Valley Asset Management Partners Reduced Holdings in Q4 2024

Tennessee Valley Asset Management Partners

  • $594 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IGLB
Ishares 10+ Year Investment Gr

ETFs
-11.4K
- 2.97%
$49.36 - $53.72 $563K - $613K
372K $18.4M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-4.13K
- 0.83%
$26.05 - $29.17 $108K - $120K
496K $13M
SCHO
Schwab Short Term Us Treasury

ETFs
-4.62K
- 8.32%
$24.06 - $48.88 $111K - $226K
51K $1.23M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-9.01K
- 1.6%
$51.09 - $55.27 $460K - $498K
553K $28.3M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-10.4K
- 3.21%
$45.07 - $47.1 $467K - $488K
312K $14.1M
IEF
Ishares Barclays

ETFs
-3.52K
- 5.08%
$92.08 - $98.18 $324K - $346K
65.8K $6.08M
VEU
Vanguard Ftse All World Ex Us

ETFs
-2.43K
- 3.1%
$57.29 - $63.1 $139K - $153K
76.1K $4.37M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-5.58K
- 33.74%
$91.94 - $100.02 $513K - $558K
10.9K $1.01M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.58K
- 5.19%
$176.42 - $186.91 $456K - $483K
47.2K $8.4M
ABBV
Abb Vie Inc.

Healthcare
-203
- 0.85%
$164.99 - $203.87 $33.5K - $41.4K
23.8K $4.22M
OEF
Ishares S&P 100 ETF

ETFs
-1.47K
- 4.69%
N/A
29.8K $7.94M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.86K
- 47.94%
$88.59 - $94.57 $342K - $365K
4.2K $372K
VIG
Vanguard Dividend Appreciation

ETFs
-1.72K
- 5.56%
N/A
29.2K $5.32M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-12.4K
- 24.19%
$22.39 - $23.45 $277K - $290K
38.8K $890K
MSFT
Microsoft Corp

Technology
-530
- 7.44%
$406.35 - $454.46 $215K - $241K
6.6K $2.78M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.44K
- 24.11%
$174.22 - $187.62 $250K - $269K
4.52K $791K
IXC
Ishares Tr Global Energy ETF

ETFs
-605
- 0.58%
$36.95 - $43.06 $22.4K - $26.1K
103K $3.94M
VTV
Vanguard Value ETF

ETFs
-1.27K
- 18.45%
$168.32 - $181.87 $214K - $231K
5.62K $952K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.25K
- 6.65%
$75.1 - $82.99 $93.6K - $103K
17.5K $1.32M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-1.56K
- 3.97%
$93.52 - $95.37 $146K - $149K
37.7K $3.53M
VEA
Vanguard Ftse Developed Market

ETFs
-1.65K
- 5.94%
$47.57 - $52.44 $78.5K - $86.6K
26.1K $1.25M
XOM
Exxon Mobil Corp

Energy
-1.36K
- 25.65%
$105.51 - $125.37 $143K - $170K
3.93K $423K
IVV
Ishares Core S&P 500 ETF

ETFs
-347
- 22.37%
$570.51 - $610.59 $198K - $212K
1.2K $708K
VUG
Vanguard Growth ETF

ETFs
-499
- 45.45%
$378.79 - $428.11 $189K - $214K
599 $245K
HDV
Ishares Core High Dividend ETF

ETFs
-1.26K
- 26.82%
$110.82 - $121.28 $139K - $153K
3.43K $385K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-715
- 1.18%
$44.21 - $46.46 $31.6K - $33.2K
59.7K $2.65M
JNJ
Johnson & Johnson

Healthcare
-638
- 19.68%
$143.34 - $165.86 $91.5K - $106K
2.6K $376K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.15K
- 17.16%
$113.92 - $127.38 $131K - $147K
5.57K $641K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.72K
- 32.42%
$69.58 - $74.87 $120K - $129K
3.59K $251K
XLV
Select Sector Spdr Fund Health

ETFs
-548
- 21.74%
$136.28 - $154.74 $74.7K - $84.8K
1.97K $271K
CAT
Caterpillar Inc

Industrials
-204
- 14.07%
$360.37 - $416.88 $73.5K - $85K
1.25K $451K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-2.24K
- 31.24%
$50.67 - $50.9 $114K - $114K
4.94K $250K
SPY
Spdr S&P 500 ETF Trust

ETFs
-362
- 4.08%
$567.81 - $607.81 $206K - $220K
8.51K $4.98M
EMB
Ishares Tr

ETFs
-964
- 28.61%
$88.94 - $93.46 $85.7K - $90.1K
2.41K $214K
HUM
Humana Inc

Healthcare
-47
- 3.49%
$233.89 - $304.18 $11K - $14.3K
1.3K $329K
AMD
Advanced Micro Devices Inc

Technology
-25
- 1.18%
$118.88 - $172.8 $2.97K - $4.32K
2.1K $253K
PEP
Pepsico Inc

Consumer Defensive
-339
- 15.67%
$151.29 - $176.1 $51.3K - $59.7K
1.82K $277K
WM
Waste Management Inc

Industrials
-374
- 19.78%
$201.79 - $228.46 $75.5K - $85.4K
1.52K $306K
VONV
Vanguard Russell 1000 Value Et

ETFs
-26
- 0.08%
$80.87 - $87.69 $2.1K - $2.28K
34.5K $2.8M
STX
Seagate Technology Holdings PLC

Technology
-6
- 0.21%
$86.31 - $112.64 $518 - $676
2.84K $244K
KO
Coca Cola CO

Consumer Defensive
-10
- 0.17%
$61.74 - $71.71 $617 - $717
5.91K $368K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-196
- 6.93%
$131.66 - $144.0 $25.8K - $28.2K
2.63K $347K
GE
General Electric CO

Industrials
-63
- 3.2%
$159.95 - $194.23 $10.1K - $12.2K
1.9K $317K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-2.68K
- 11.23%
$17.93 - $18.8 $48.1K - $50.5K
21.2K $386K
SPYG
Spdr Portfolio

ETFs
-880
- 12.8%
$81.74 - $91.38 $71.9K - $80.4K
6K $527K
COST
Costco Wholesale Corp

Consumer Defensive
-54
- 17.82%
$873.59 - $994.69 $47.2K - $53.7K
249 $228K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-283
- 5.72%
$126.68 - $134.74 $35.9K - $38.1K
4.67K $595K
HYDB
Ishares Tr Edge High Yield Def

ETFs
-497
- 5.43%
$46.68 - $47.95 $23.2K - $23.8K
8.65K $406K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.01K
- 4.83%
$481.22 - $538.17 $484K - $541K
19.8K $10.1M
Activity Summary
Buys All Purchases 71 New Holdings 13 Increased Positions 58 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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