Tennessee Valley Asset Management Partners Incresed Positions in Q1 2025

Tennessee Valley Asset Management Partners

  • $604 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
138K
+ 24.94%
$49.78 - $53.19 $6.86M - $7.33M
690K $34.9M
SPTL
Spdr Portfolio Long Term Treas

ETFs
212K
+ 42.67%
$25.54 - $27.64 $5.4M - $5.85M
707K $19.1M
IEFA
Ishares Tr

ETFs
35.5K
+ 11.0%
$69.57 - $78.65 $2.47M - $2.79M
358K $27.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.64K
+ 3.8%
$442.66 - $534.52 $724K - $874K
44.7K $23.8M
SPMD
Spdr Portfolio

ETFs
80.3K
+ 929.36%
$50.21 - $57.73 $4.03M - $4.63M
88.9K $4.54M
HYDB
Ishares Tr Edge High Yield Def

ETFs
61K
+ 704.77%
$46.82 - $47.8 $2.86M - $2.92M
69.6K $3.28M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
26.1K
+ 727.46%
$68.32 - $75.06 $1.78M - $1.96M
29.7K $2.22M
IGLB
Ishares 10+ Year Investment Gr

ETFs
19.6K
+ 5.25%
$48.32 - $51.22 $945K - $1M
392K $19.7M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
26K
+ 8.56%
$24.73 - $25.62 $644K - $667K
330K $8.42M
ABBV
Abb Vie Inc.

Healthcare
102
+ 0.43%
$169.2 - $216.66 $17.3K - $22.1K
23.9K $5M
PDI
Pimco Dynamic Income Fund

Financial Services
12.1K
+ 10.06%
$18.51 - $20.05 $223K - $242K
132K $2.62M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3K
+ 43.32%
$120.29 - $134.6 $361K - $404K
9.94K $1.21M
WMT
Walmart Inc.

Consumer Defensive
3.19K
+ 41.02%
$84.5 - $105.05 $270K - $335K
11K $963K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
14.7K
+ 18.47%
$15.0 - $15.91 $221K - $234K
94.4K $1.47M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.85K
+ 98.1%
$50.72 - $50.92 $246K - $247K
9.78K $497K
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
18.1K
+ 19.01%
$11.64 - $12.49 $210K - $226K
113K $1.33M
OEF
Ishares S&P 100 ETF

ETFs
883
+ 2.96%
N/A
30.7K $8.17M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
4.16K
+ 6.96%
$43.76 - $45.31 $182K - $188K
63.9K $2.88M
VTV
Vanguard Value ETF

ETFs
1.22K
+ 21.69%
$167.73 - $179.21 $205K - $219K
6.84K $1.17M
GLD
Spdr Gold Trust

ETFs
342
+ 17.27%
$243.19 - $288.14 $83.2K - $98.5K
2.32K $669K
VONV
Vanguard Russell 1000 Value Et

ETFs
2.1K
+ 6.09%
$80.21 - $86.14 $169K - $181K
36.6K $2.99M
EFA
Ishares Tr Msci Eafe ETF

ETFs
674
+ 3.85%
$74.85 - $84.89 $50.4K - $57.2K
18.2K $1.49M
GOOGL
Alphabet Inc.

Communication Services
1.51K
+ 71.86%
$154.33 - $206.19 $234K - $312K
3.62K $559K
DGRO
Ishares Core Dividend Growth E

ETFs
2.74K
+ 8.18%
$60.46 - $64.42 $165K - $176K
36.2K $2.21M
SPYG
Spdr Portfolio

ETFs
2.48K
+ 41.35%
$80.05 - $92.39 $199K - $229K
8.48K $679K
JPM
Jpmorgan Chase & CO

Financial Services
468
+ 7.19%
$225.19 - $279.95 $105K - $131K
6.97K $1.71M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.61K
+ 14.73%
$90.0 - $96.32 $145K - $155K
12.6K $1.16M
JNJ
Johnson & Johnson

Healthcare
514
+ 19.74%
$142.06 - $167.7 $73K - $86.2K
3.12K $517K
VUG
Vanguard Growth ETF

ETFs
417
+ 69.62%
$369.1 - $427.61 $154K - $178K
1.02K $376K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.02K
+ 13.43%
$192.82 - $222.1 $389K - $448K
17K $3.29M
KO
Coca Cola CO

Consumer Defensive
730
+ 12.34%
$60.81 - $72.32 $44.4K - $52.8K
6.64K $475K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
964
+ 2.38%
$91.45 - $91.75 $88.2K - $88.4K
41.5K $3.81M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.65K
+ 11.36%
$114.9 - $139.6 $304K - $370K
26K $3.06M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.34K
+ 24.8%
$27.01 - $28.54 $63.2K - $66.8K
11.8K $324K
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
WM
Waste Management Inc

Industrials
5
+ 0.33%
$200.54 - $233.78 $1K - $1.17K
1.52K $352K
IVV
Ishares Core S&P 500 ETF

ETFs
136
+ 11.3%
$554.06 - $615.85 $75.4K - $83.8K
1.34K $752K
LLY
Eli Lilly & CO

Healthcare
13
+ 2.71%
$725.72 - $929.72 $9.43K - $12.1K
493 $407K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.2K
+ 4.66%
$168.16 - $186.21 $370K - $409K
49.4K $8.44M
PSX
Phillips 66

Energy
7
+ 0.21%
$113.93 - $131.55 $798 - $921
3.36K $414K
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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