Tennessee Valley Asset Management Partners
Top Portfolio Positions
67 positions ·
$114,304,223 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
44,609 | $21,376,632 | 18.70% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
20,503 | $11,833,921 | 10.35% | |
| AAPL |
Apple Inc.
Technology
|
24,682 | $6,264,044 | 5.48% | |
| NVDA |
Nvidia Corp
Technology
|
30,736 | $5,360,358 | 4.69% | |
| ABBV |
AbbVie Inc.
Healthcare
|
23,836 | $5,184,091 | 4.54% | |
| IAU |
Ishares Gold Trust
|
49,556 | $4,368,856 | 3.82% | |
| GLDM |
World Gold Trust
|
44,724 | $4,145,467 | 3.63% | |
| SPY |
Spdr S&P 500 ETF Trust
|
6,364 | $4,138,763 | 3.62% | |
| AVGO |
Broadcom Inc.
Technology
|
12,974 | $4,015,582 | 3.51% | |
| META |
Meta Platforms, Inc.
Communication Services
|
5,159 | $2,951,618 | 2.58% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BTO
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $742,760 | 20,707 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $725,945 | 20,694 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $744,102 | 20,681 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $704,610 | 20,657 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $736,820 | 20,645 | Shares | Sole | 2025-01-22 | |
| No 13F history on record for this holder in this stock. | ||||||