$132 Million is the total value of Tennessee Valley Asset Management Partners's 63 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOVT | New | ISHARES TRus treas bd etf | $6,867,000 | – | 265,991 | +100.0% | 5.19% | – |
| RDIV | New | INVESCO EXCHNG TRADED FD TRs&p ultra divide | $306,000 | – | 8,122 | +100.0% | 0.23% | – |
| AMZN | New | AMAZON COM INC | $237,000 | – | 125 | +100.0% | 0.18% | – |
| HDV | New | ISHARES TRcore high dv etf | $229,000 | – | 2,420 | +100.0% | 0.17% | – |
| AMGN | New | AMGEN INC | $202,000 | – | 1,095 | +100.0% | 0.15% | – |
| CSCO | New | CISCO SYS INC | $200,000 | – | 3,659 | +100.0% | 0.15% | – |
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 | 23 | Q2 2024 | 17.0% |
| BERKSHIRE HATHAWAY INC DEL | 23 | Q2 2024 | 8.5% |
| ISHARES TR | 23 | Q2 2024 | 13.0% |
| ISHARES TR | 23 | Q2 2024 | 8.1% |
| ISHARES TR | 23 | Q2 2024 | 16.0% |
| INVESCO QQQ TR | 23 | Q2 2024 | 5.5% |
| ISHARES TR | 23 | Q2 2024 | 6.6% |
| ISHARES TR | 23 | Q2 2024 | 2.9% |
| APPLE INC | 23 | Q2 2024 | 1.6% |
| PROCTER & GAMBLE CO | 23 | Q2 2024 | 1.6% |
View Tennessee Valley Asset Management Partners's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-08-09 |
| N-PX | 2024-08-05 |
| 13F-HR | 2024-07-19 |
| 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 |
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.