Tennessee Valley Asset Management Partners as of Sept. 30, 2019
Portfolio Holdings for Tennessee Valley Asset Management Partners
Tennessee Valley Asset Management Partners holds 57 positions in its portfolio as reported in the September 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr Core S&p Us Vlu (IUSV) | 16.0 | $22M | 380k | 57.80 | |
Ishares Tr Core S&p Us Gwt (IUSG) | 15.8 | $22M | 346k | 62.87 | |
Ishares Tr Msci Min Vol Etf (USMV) | 12.2 | $17M | 261k | 64.10 | |
Ishares Tr Core Msci Eafe (IEFA) | 6.4 | $8.8M | 145k | 61.07 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.7 | $7.9M | 38k | 208.02 | |
Ishares Tr Us Treas Bd Etf (GOVT) | 5.6 | $7.7M | 294k | 26.33 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 5.2 | $7.2M | 107k | 67.07 | |
Ishares Tr Core S&p500 Etf (IVV) | 4.0 | $5.5M | 19k | 298.54 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.0 | $5.5M | 29k | 188.80 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 3.9 | $5.3M | 35k | 151.01 | |
Procter & Gamble Company (PG) | 1.4 | $2.0M | 16k | 124.37 | |
Vanguard Star Vg Tl Intl Stk F (VXUS) | 1.4 | $1.9M | 37k | 51.65 | |
Wisdomtree Tr Us Smallcap Fund (EES) | 1.3 | $1.8M | 50k | 35.61 | |
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 1.2 | $1.7M | 29k | 58.27 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $1.6M | 5.4k | 296.68 | |
Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $1.5M | 19k | 77.84 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $1.3M | 6.5k | 193.17 | |
Apple (AAPL) | 0.9 | $1.2M | 5.2k | 223.96 | |
Spdr Gold Trust Gold Shs (GLD) | 0.7 | $982k | 7.1k | 138.86 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.7 | $907k | 6.4k | 141.41 | |
Facebook Cl A (META) | 0.6 | $782k | 4.4k | 178.17 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $722k | 11k | 65.24 | |
JPMorgan Chase & Co. (JPM) | 0.5 | $719k | 6.1k | 117.71 | |
Boeing Company (BA) | 0.5 | $697k | 1.8k | 380.46 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.5 | $680k | 1.9k | 352.33 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.5 | $677k | 12k | 55.98 | |
Allergan SHS | 0.5 | $645k | 3.8k | 168.41 | |
Microsoft Corporation (MSFT) | 0.4 | $605k | 4.4k | 138.98 | |
Home Depot (HD) | 0.4 | $518k | 2.2k | 232.08 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $477k | 4.4k | 108.14 | |
Global X Fds Glb X Mlp Enrg I | 0.3 | $442k | 36k | 12.31 | |
Phillips 66 (PSX) | 0.3 | $436k | 4.3k | 102.30 | |
BP Sponsored Adr (BP) | 0.3 | $412k | 11k | 37.97 | |
Visa Com Cl A (V) | 0.3 | $400k | 2.3k | 172.19 | |
0.3 | $362k | 8.8k | 41.21 | ||
Ishares Core Msci Emkt (IEMG) | 0.3 | $349k | 7.1k | 48.98 | |
CVS Caremark Corporation (CVS) | 0.3 | $348k | 5.5k | 63.04 | |
Lowe's Companies (LOW) | 0.2 | $330k | 3.0k | 109.93 | |
Exxon Mobil Corporation (XOM) | 0.2 | $323k | 4.6k | 70.62 | |
Invesco Exchng Traded Fd Tr S&p Ultra Divide (RDIV) | 0.2 | $306k | 8.1k | 37.68 | |
Smartfinancial Com New (SMBK) | 0.2 | $303k | 15k | 20.86 | |
Ishares Tr Core Div Grwth (DGRO) | 0.2 | $303k | 7.7k | 39.12 | |
Disney Walt Com Disney (DIS) | 0.2 | $296k | 2.3k | 130.51 | |
Ford Motor Company (F) | 0.2 | $285k | 31k | 9.17 | |
Verizon Communications (VZ) | 0.2 | $278k | 4.6k | 60.38 | |
Alphabet Cap Stk Cl C (GOOG) | 0.2 | $260k | 213.00 | 1220.66 | |
Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.2 | $256k | 9.2k | 27.97 | |
Indexiq Etf Tr Hdgd Ftse Intl (HFXI) | 0.2 | $237k | 12k | 20.30 | |
Amazon (AMZN) | 0.2 | $236k | 136.00 | 1735.29 | |
Ishares Tr Core High Dv Etf (HDV) | 0.2 | $232k | 2.5k | 94.31 | |
Amgen (AMGN) | 0.2 | $213k | 1.1k | 193.46 | |
Wisdomtree Tr Us Midcap Divid (DON) | 0.2 | $212k | 5.8k | 36.28 | |
Vanguard Index Fds Growth Etf (VUG) | 0.2 | $207k | 1.2k | 166.13 | |
Cisco Systems (CSCO) | 0.1 | $206k | 4.2k | 49.39 | |
Qualcomm (QCOM) | 0.1 | $205k | 2.7k | 76.35 | |
At&t (T) | 0.1 | $201k | 5.3k | 37.86 | |
Prospect Capital Corporation (PSEC) | 0.1 | $173k | 26k | 6.58 |