$116 Million is the total value of Tennessee Valley Asset Management Partners's 59 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VXUS | New | VANGUARD STAR FDvg tl intl stk f | $1,636,000 | – | 31,514 | +100.0% | 1.41% | – |
SMBK | New | SMARTFINANCIAL INC | $315,000 | – | 16,650 | +100.0% | 0.27% | – |
GOOG | New | ALPHABET INCcap stk cl c | $242,000 | – | 206 | +100.0% | 0.21% | – |
JNJ | New | JOHNSON & JOHNSON | $215,000 | – | 1,537 | +100.0% | 0.19% | – |
XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $214,000 | – | 8,341 | +100.0% | 0.18% | – |
DGRO | New | ISHARES TRcore div grwth | $203,000 | – | 5,512 | +100.0% | 0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-12
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 20 | Q3 2023 | 17.0% |
BERKSHIRE HATHAWAY INC DEL | 20 | Q3 2023 | 8.5% |
ISHARES TR | 20 | Q3 2023 | 13.0% |
ISHARES TR | 20 | Q3 2023 | 8.1% |
ISHARES TR | 20 | Q3 2023 | 16.0% |
INVESCO QQQ TR | 20 | Q3 2023 | 5.5% |
ISHARES TR | 20 | Q3 2023 | 6.6% |
ISHARES TR | 20 | Q3 2023 | 2.9% |
APPLE INC | 20 | Q3 2023 | 1.6% |
PROCTER & GAMBLE CO | 20 | Q3 2023 | 1.6% |
View Tennessee Valley Asset Management Partners's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-23 |
13F-HR/A | 2024-02-01 |
13F-HR | 2024-01-29 |
13F-HR | 2023-10-13 |
13F-HR | 2023-07-17 |
13F-HR | 2023-04-17 |
13F-HR | 2023-01-12 |
13F-HR | 2022-10-13 |
13F-HR | 2022-07-26 |
13F-HR/A | 2022-04-22 |
View Tennessee Valley Asset Management Partners's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.