Tennessee Valley Asset Management Partners

13F Filings History

Latest 13F report
Q3 2024 - Nov 13, 2024
Value $
$595M
Signature - Title
Jeff Foster - Partner, CCO
Location
Knoxville, TN
Summary
This page shows a list of all the recent 13F filings made by Tennessee Valley Asset Management Partners. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Tennessee Valley Asset Management Partners reported 156 stock holdings with total value $595M as of Q3 2024. Top holdings included SPLG, IUSG, VTI, SPYV, and DYNF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 156 $595M +$136M -$2.31M +$134M SPLG, IUSG, VTI, SPYV, DYNF 13F-HR 11/13/2024, 03:46 PM
Q2 2024 152 $533M $0 $0 SPLG, IUSG, VTI, SPYV, DYNF New Holdings 8/9/2024, 10:55 AM
Q2 2024 134 $440M +$36.2M -$17.9M +$18.3M SPLG, IUSG, SPYV, DYNF, IGLB 13F-HR 7/18/2024, 09:17 PM
Q1 2024 128 $414M +$52.7M -$43.1M +$9.54M SPLG, IUSG, SPYV, IUSB, IGLB 13F-HR 4/22/2024, 07:54 PM
Q4 2023 123 $358M $0 $0 SPLG, IUSG, SPYV, IUSB, IGLB New Holdings 2/1/2024, 02:44 PM
Q4 2023 823 $375M +$48.8M -$8.2M +$40.6M SPLG, IUSG, SPYV, IUSB, IGLB 13F-HR 1/29/2024, 12:05 PM
Q3 2023 112 $304M +$7.57M -$2.27M +$5.3M SPLG, IUSG, SPYV, IGLB, BRKB 13F-HR 10/13/2023, 10:05 AM
Q2 2023 114 $311M +$19.7M -$33.7M -$14M SPLG, IUSG, SPYV, IGLB, BRKB 13F-HR 7/17/2023, 09:27 AM
Q1 2023 104 $307M +$46.4M -$42.4M +$4.02M SPLG, IUSG, SPYV, IGLB, BRKB 13F-HR 4/17/2023, 09:10 AM
Q4 2022 109 $288M +$98.8M -$87M +$11.8M SPLG, IUSG, SPYV, BRKB, IGLB 13F-HR 1/12/2023, 04:47 PM
Q3 2022 99 $255M +$44M -$32.5M +$11.5M SPYV, IUSG, SPDW, VIG, SPLG 13F-HR 10/13/2022, 04:12 PM
Q2 2022 88 $260M +$13.6M -$3.66M +$9.95M SPYV, SPDW, IUSG, VIG, BRKB 13F-HR 7/26/2022, 01:48 PM
Q1 2022 88 $295M +$10.6M -$3.39M +$7.19M SPYV, SPDW, IUSG, VIG, BRKB Restatement 4/22/2022, 12:07 PM
Q4 2021 91 $299M +$20.5M -$5.67M +$14.9M SPYV, IUSG, SPDW, VIG, BRKB 13F-HR 2/14/2022, 12:53 PM
Q3 2021 93 $263M +$38.9M $0 +$38.9M SPYV, SPDW, IUSG, VIG, BRKB 13F-HR 10/12/2021, 06:04 AM
Q2 2021 20 $0 $0 $0 13F-HR 7/26/2021, 11:22 AM
Q1 2021 117 $395M +$27.2M -$65.7M -$38.5M IUSG, VIG, SPDW, IVV, BRKB 13F-HR 4/16/2021, 10:07 AM
Q4 2020 112 $414M +$228M -$365K +$227M IUSG, VIG, USMV, IVV, BRKB 13F-HR 2/2/2021, 04:35 PM
Q3 2020 62 $170M +$15.5M -$10.4M +$5.15M IUSG, VIG, USMV, IVV, BRKB 13F-HR 10/21/2020, 11:38 AM
Q2 2020 62 $153M +$33.9M -$35.8M -$1.96M IUSG, USMV, VIG, IVV, GOVT 13F-HR 11/5/2020, 02:14 PM
Q1 2020 53 $133M +$25.2M -$20.3M +$4.87M IUSG, DGRO, USMV, IVV, GOVT 13F-HR 11/12/2020, 01:20 PM
Q4 2019 63 $158M +$15.2M -$4.13M +$11.1M IUSG, IUSV, USMV, IEFA, BRKB 13F-HR 11/12/2020, 01:19 PM
Q3 2019 57 $137M +$8.93M -$5.3M +$3.63M IUSV, IUSG, USMV, IEFA, BRKB 13F-HR 11/12/2020, 01:16 PM
Q2 2019 63 $132M +$18.6M -$6.43M +$12.2M IUSG, IUSV, USMV, IEFA, BRKB 13F-HR 11/12/2020, 01:15 PM
Q1 2019 59 $116M +$23.2M -$5.09M +$18.1M IUSG, IUSV, USMV, IEFA, ITOT 13F-HR 11/12/2020, 01:11 PM
Q4 2018 56 $87.5M $0 $0 IUSG, IUSV, USMV, BRKB, IJH 13F-HR 11/12/2020, 01:10 PM