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John D Valleau Jr

@Shankervalleau Wealth Advisors, Inc.

Latest period2024 - Q4ReportedManaged Assets$311.405MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PGProcter And Gamble Co
Recent Activity
Increased 25.58%
0.1%
$308,644
1,841 shares@ $167.66 avg price
MRKMerck & Co Inc
Recent Activity
Increased 14.24%
0.08%
$239,448
2,407 shares@ $99.48 avg price