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  Name: Tennessee Valley Asset Management Partners
  City: KNOXVILLE
  State: TN
  Zip: 37919
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $413,541,000
  Total Value Change : $55,965,000
  Securities Held Change : 5
   
All Securities Held : 128
  New Positions : 13
  Closed Positions : 9
  Increased Positions : 62
  Unchanged Positions : 7
  Decreased Positions : 46

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 8     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (XLF)1 Year Chart         XLF SPDR Financial Sector 135 Closed $41.87 $0 0 0% -376,000 -9,991 0    Closed - End Fund - E...
   (ESGD)1 Year Chart         ESGD Ishares Trust Ishares Msci ... 134 Closed $81.18 $0 0 0% -204,000 -2,697 0    N/A
   (DVY)1 Year Chart         DVY iShares Dow Select Div 133 Closed $124.90 $0 0 0% -298,000 -2,544 0    Closed - End Fund - E...
   (FTSD)1 Year Chart         FTSD Franklin Liberty Short Dura... 132 Closed $0.00 $0 0 0% -438,000 -4,873 0    N/A
   (LQD)1 Year Chart         LQD iShares Trust Goldman Sachs 131 Closed $106.66 $0 0 0% -2,358,000 -21,312 0    Closed - End Fund - E...
   (LVHD)1 Year Chart         LVHD Legg Mason Low Volatility H... 137 Closed $36.73 $0 0 0% -1,047,000 -28,809 0    N/A
   (EEM)1 Year Chart         EEM iShares MSCI Emrg Mkt Income 130 Closed $43.05 $0 0 0% -534,000 -13,282 0    Closed - End Fund - E...
   (XHB)1 Year Chart         XHB SPDR S&P Homebuilders 136 Closed $107.47 $0 0 0% -364,000 -3,802 0    Closed - End Fund - E...

      8 Records Found
  1    
Page 1 of 1
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