$299 Million is the total value of Tennessee Valley Asset Management Partners's 91 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SMBK | New | SMARTFINANCIAL INC | $545,000 | – | 19,904 | +100.0% | 0.18% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $409,000 | – | 3,058 | +100.0% | 0.14% | – |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $327,000 | – | 6,312 | +100.0% | 0.11% | – |
| MDYG | New | SPDR SER TRs&p 400 mdcp grw | $284,000 | – | 3,483 | +100.0% | 0.10% | – |
| NVDA | New | NVIDIA CORPORATION | $255,000 | – | 868 | +100.0% | 0.08% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $214,000 | – | 1,456 | +100.0% | 0.07% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $200,000 | – | 69 | +100.0% | 0.07% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $201,000 | – | 559 | +100.0% | 0.07% | – |
| SPAB | New | SPDR SER TRportfolio agrgte | $202,000 | – | 6,836 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
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.