Tennessee Valley Asset Management Partners Portfolio Holdings

Tennessee Valley Asset Management Partners

  • $610 Million
  • Q3 2024

Tennessee Valley Asset Management Partners has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $610 Million distributed in 157 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $129M, Ishares Core S&P U.S Growth Et with a value of $54M, Vanguard Total Stock Market Et with a value of $43.4M, Spdr Portfolio S&P 500 Value E with a value of $29.7M, and Blackrock ETF Tr U S Equity Fa with a value of $25.7M.

Examining the 13F form we can see an increase of $78M in the current position value, from $532M to 610M.

Below you can find more details about Tennessee Valley Asset Management Partners portfolio as well as his latest detailed transactions.

Portfolio value $610 Million
ETFs: $534 Million
Financial Services: $26.6 Million
Technology: $20.1 Million
Healthcare: $8.53 Million
Consumer Cyclical: $6.13 Million
Communication Services: $5.32 Million
Consumer Defensive: $4.6 Million
Industrials: $3.56 Million
Other: $1.37 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 157
  • Current Value $610 Million
  • Prior Value $532 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 84 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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