Tennessee Valley Asset Management Partners as of Sept. 30, 2020
Portfolio Holdings for Tennessee Valley Asset Management Partners
Tennessee Valley Asset Management Partners holds 62 positions in its portfolio as reported in the September 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr Core S&p Us Gwt (IUSG) | 16.0 | $27M | 341k | 79.98 | |
Vanguard Specialized Funds Div App Etf (VIG) | 12.9 | $22M | 170k | 128.66 | |
Ishares Tr Msci Usa Min Vol (USMV) | 11.7 | $20M | 313k | 63.73 | |
Ishares Tr Core S&p500 Etf (IVV) | 7.9 | $14M | 40k | 336.06 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 6.6 | $11M | 52k | 212.94 | |
Ishares Tr Us Treas Bd Etf (GOVT) | 6.2 | $11M | 377k | 27.95 | |
Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 6.0 | $10M | 348k | 29.26 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.3 | $9.1M | 33k | 277.82 | |
Ishares Tr Core Div Grwth (DGRO) | 1.6 | $2.8M | 70k | 39.79 | |
Abbvie (ABBV) | 1.6 | $2.7M | 31k | 87.59 | |
Apple (AAPL) | 1.6 | $2.7M | 23k | 115.81 | |
Ishares Tr Core S&p Scp Etf (IJR) | 1.5 | $2.6M | 37k | 70.23 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $2.3M | 6.8k | 334.86 | |
Procter & Gamble Company (PG) | 1.3 | $2.2M | 16k | 139.02 | |
Abbott Laboratories (ABT) | 1.3 | $2.2M | 20k | 108.84 | |
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 1.1 | $2.0M | 30k | 66.23 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 1.0 | $1.8M | 9.5k | 185.27 | |
Ishares Tr Core S&p Us Vlu (IUSV) | 1.0 | $1.7M | 31k | 54.29 | |
Facebook Cl A (META) | 0.9 | $1.5M | 5.6k | 261.93 | |
Microsoft Corporation (MSFT) | 0.9 | $1.5M | 6.9k | 210.24 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.8 | $1.4M | 24k | 60.27 | |
Wisdomtree Tr Us Smallcap Fund (EES) | 0.8 | $1.3M | 44k | 29.88 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.8 | $1.3M | 7.6k | 172.88 | |
Amazon (AMZN) | 0.7 | $1.1M | 354.00 | 3149.72 | |
Spdr Gold Tr Gold Shs (GLD) | 0.6 | $1.0M | 5.8k | 177.12 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.6 | $997k | 13k | 75.49 | |
Home Depot (HD) | 0.5 | $931k | 3.4k | 277.58 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $755k | 4.4k | 170.35 | |
Lowe's Companies (LOW) | 0.4 | $747k | 4.5k | 165.89 | |
JPMorgan Chase & Co. (JPM) | 0.4 | $629k | 6.5k | 96.25 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $610k | 9.6k | 63.61 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.4 | $596k | 1.8k | 338.83 | |
Visa Com Cl A (V) | 0.3 | $550k | 2.8k | 199.85 | |
Boeing Company (BA) | 0.3 | $484k | 2.9k | 165.24 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $477k | 4.4k | 108.16 | |
Disney Walt Com Disney (DIS) | 0.3 | $439k | 3.5k | 124.05 | |
0.3 | $430k | 9.7k | 44.55 | ||
Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $419k | 1.4k | 301.44 | |
Alphabet Cap Stk Cl C (GOOG) | 0.2 | $407k | 277.00 | 1469.31 | |
Docusign (DOCU) | 0.2 | $391k | 1.8k | 215.07 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $386k | 6.7k | 57.40 | |
Johnson & Johnson (JNJ) | 0.2 | $383k | 2.6k | 148.85 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $341k | 3.3k | 103.71 | |
Qualcomm (QCOM) | 0.2 | $339k | 2.9k | 117.79 | |
Viacomcbs CL B (PARA) | 0.2 | $334k | 12k | 28.04 | |
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.2 | $329k | 4.8k | 67.96 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $306k | 994.00 | 307.85 | |
Broadcom (AVGO) | 0.2 | $296k | 811.00 | 364.98 | |
Vanguard Index Fds Growth Etf (VUG) | 0.2 | $287k | 1.3k | 227.42 | |
Verizon Communications (VZ) | 0.2 | $273k | 4.6k | 59.44 | |
Ishares Core Msci Emkt (IEMG) | 0.2 | $264k | 5.0k | 52.83 | |
Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.1 | $253k | 11k | 24.10 | |
Pepsi (PEP) | 0.1 | $231k | 1.7k | 138.66 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $228k | 820.00 | 278.05 | |
Exxon Mobil Corporation (XOM) | 0.1 | $223k | 6.5k | 34.33 | |
Amgen (AMGN) | 0.1 | $219k | 863.00 | 253.77 | |
Phillips 66 (PSX) | 0.1 | $214k | 4.1k | 51.79 | |
Invesco SHS (IVZ) | 0.1 | $187k | 16k | 11.43 | |
Box Cl A (BOX) | 0.1 | $180k | 10k | 17.39 | |
Ford Motor Company (F) | 0.1 | $172k | 26k | 6.65 | |
Prospect Capital Corporation (PSEC) | 0.1 | $85k | 17k | 5.01 | |
CBL & Associates Properties | 0.0 | $5.0k | 29k | 0.17 |