$153 Million is the total value of Tennessee Valley Asset Management Partners's 62 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $17,567,000 | – | 149,913 | +100.0% | 11.45% | – |
| SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $7,790,000 | – | 282,034 | +100.0% | 5.08% | – |
| IYW | New | ISHARES TRu.s. tech etf | $346,000 | – | 1,282 | +100.0% | 0.23% | – |
| DOCU | New | DOCUSIGN INC | $331,000 | – | 1,923 | +100.0% | 0.22% | – |
| GSLC | New | GOLDMAN SACHS ETF TRactivebeta us lg | $306,000 | – | 4,889 | +100.0% | 0.20% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $255,000 | – | 1,260 | +100.0% | 0.17% | – |
| MLPX | New | GLOBAL X FDSglb x mlp enrg i | $237,000 | – | 9,543 | +100.0% | 0.15% | – |
| VIAC | New | VIACOMCBS INCcl b | $237,000 | – | 10,177 | +100.0% | 0.15% | – |
| QCOM | New | QUALCOMM INC | $223,000 | – | 2,440 | +100.0% | 0.14% | – |
| PEP | New | PEPSICO INC | $220,000 | – | 1,664 | +100.0% | 0.14% | – |
| AMGN | New | AMGEN INC | $211,000 | – | 893 | +100.0% | 0.14% | – |
| CVS | New | CVS HEALTH CORP | $205,000 | – | 3,153 | +100.0% | 0.13% | – |
| IVZ | New | INVESCO LTD | $193,000 | – | 17,932 | +100.0% | 0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-05
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.