Tennessee Valley Asset Management Partners Portfolio Holdings

Tennessee Valley Asset Management Partners

  • $604 Million
  • Q1 2025

Tennessee Valley Asset Management Partners has filed its 13F form on April 18, 2025 for Q1 2025 where it was disclosed a total value porftolio of $604 Million distributed in 158 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 $125M, Ishares Core S&P U.S Growth Et with a value of $47.1M, Vanguard Total Stock Market Et with a value of $41.5M, Spdr Portfolio S&P 500 Value E with a value of $34.9M, and Ishares Tr with a value of $27.1M.

Examining the 13F form we can see an increase of $9.77M in the current position value, from $594M to 604M.

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

Portfolio value $604 Million
ETFs: $524 Million
Financial Services: $34.3 Million
Technology: $16.5 Million
Healthcare: $8.61 Million
Consumer Cyclical: $5.48 Million
Communication Services: $5.03 Million
Consumer Defensive: $4.58 Million
Industrials: $3.82 Million
Other: $1.46 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.14B
$337,000 0.06% of portfolio
22,236
Q1 2025 Reduced 17.44%

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $604 Million
  • Prior Value $594 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 18, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 16 stocks
  • Additional Purchases 88 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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