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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
NTRSNorthern Tr Corp
Recent Activity
0.16%
$493,640
4,816 shares@ $102.5 avg price
XOMExxon Mobil Corp
Recent Activity
0.13%
$402,527
3,742 shares@ $107.58 avg price
GOOGLAlphabet Inc
Recent Activity
New Position
0.13%
$387,308
2,046 shares@ $189.31 avg price
METAMeta Platforms Inc
Recent Activity
New Position
0.12%
$361,260
617 shares@ $585.52 avg price
CMFIshares Tr
Recent Activity
0.12%
$360,807
6,299 shares@ $57.29 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -8.2%
0.12%
$347,545
593 shares@ $586.08 avg price
SBUXStarbucks Corp
Recent Activity
Increased 37.33%
0.11%
$335,709
3,679 shares@ $91.26 avg price
PGProcter And Gamble Co
Recent Activity
Increased 25.58%
0.1%
$308,644
1,841 shares@ $167.66 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
0.1%
$293,595
690 shares@ $425.5 avg price
GOOGAlphabet Inc
Recent Activity
New Position
0.09%
$273,853
1,438 shares@ $190.45 avg price