John D Valleau Jr

@Shankervalleau Wealth Advisors, Inc.

Latest period2024 - Q4

Reported12d ago

Managed Assets$311.405M

Total holdings35

Assets growth rate6.07%

Assets growth rate (2-Q avg)15.88%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Shankervalleau Wealth Advisors, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 35 positions.

Assets under management

The assets under management (AUM) of Shankervalleau Wealth Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 311.405M in assets, with a quarterly growth rate of 6.07% and a 2-quarter average growth rate of 15.88%. The portfolio is managed by John D Valleau Jr, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
JNJJohnson & Johnson Recent Activity Exited	0%	$490,232 3,025 shares@ $162.07 avg price	Exited
ABBVAbbvie Inc Recent Activity Exited	0%	$264,623 1,340 shares@ $197.48 avg price	Exited
MMM3m Co Recent Activity Exited	0%	$212,022 1,551 shares@ $136.71 avg price	Exited
TTTrane Technologies Plc Recent Activity Exited	0%	$204,083 525 shares@ $388.73 avg price	Exited
VTVVanguard Index Fds Recent Activity Exited	0%	$203,898 1,168 shares@ $174.58 avg price	Exited