Tennessee Valley Asset Management Partners Portfolio Holdings

Tennessee Valley Asset Management Partners

  • $594 Million
  • Q4 2024

Tennessee Valley Asset Management Partners has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $594 Million distributed in 155 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 $130M, Ishares Core S&P U.S Growth Et with a value of $54.7M, Vanguard Total Stock Market Et with a value of $43.9M, Spdr Portfolio S&P 500 Value E with a value of $28.3M, and Blackrock ETF Tr U S Equity Fa with a value of $26.2M.

Examining the 13F form we can see an decrease of $16M in the current position value, from $610M to 594M.

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

Portfolio value $594 Million
ETFs: $517 Million
Financial Services: $29.1 Million
Technology: $19.1 Million
Healthcare: $7.6 Million
Consumer Cyclical: $6.1 Million
Communication Services: $5.31 Million
Consumer Defensive: $4.47 Million
Industrials: $4.26 Million
Other: $804,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.41B
$470,000 0.08% of portfolio
26,934
Q4 2024 Reduced 0.99%
$8.34B
$310,000 0.05% of portfolio
5,878
Q4 2024 New
$9.19B
$209,000 0.04% of portfolio
1,829
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 155
  • Current Value $594 Million
  • Prior Value $610 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 13 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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