Shanker Valleau Wealth Advisors, Inc. Portfolio Holdings

Shanker Valleau Wealth Advisors, Inc.

  • $294 Million
  • Q3 2024

Shanker Valleau Wealth Advisors, Inc. has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $294 Million distributed in 32 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $73.4M, Oracle Corp with a value of $68.2M, Dimensional ETF Tr with a value of $37.2M, Dimensional ETF Tr Us Marketwi with a value of $23.1M, and Vanguard Sht Term Corp Bd ETF with a value of $21.3M.

Examining the 13F form we can see an increase of $60M in the current position value, from $234M to 294M.

Below you can find more details about Shanker Valleau Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $294 Million
ETFs: $164 Million
Technology: $71 Million
Financial Services: $4.24 Million
Consumer Defensive: $1.67 Million
Healthcare: $993,000
Consumer Cyclical: $439,000
Energy: $438,000
Industrials: $415,000
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$468B
$68.2 Million 23.25% of portfolio
400,617
Q3 2024 Added 80.62%
$231B
$1.42 Million 0.48% of portfolio
8,329
Q2 2023 Reduced 7.65%
$3.76T
$1.19 Million 0.41% of portfolio
5,110
Q2 2024 Added 17.04%
$3.22T
$1.1 Million 0.37% of portfolio
2,552
Q3 2024 Added 103.02%
$419B
$490,000 0.17% of portfolio
3,025
Q3 2024 New
$489B
$438,000 0.15% of portfolio
3,742
Q2 2024 Added 27.19%
$335B
$264,000 0.09% of portfolio
1,340
Q3 2024 New
$396B
$253,000 0.09% of portfolio
1,466
Q2 2024 Added 7.09%
$352B
$231,000 0.08% of portfolio
1,910
Q2 2024 New
$263B
$239,000 0.08% of portfolio
2,107
Q2 2023 New

Summary

  • Portfolio
  • No. of Stocks 32
  • Current Value $294 Million
  • Prior Value $234 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
Track This Portfolio

Track Shanker Valleau Wealth Advisors, Inc. Portfolio

Follow Shanker Valleau Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shanker Valleau Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Shanker Valleau Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email