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 $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$145B
$3.81 Million 1.3% of portfolio
15,000
Q3 2024 Added 7.14%
$21.8B
$433,000 0.15% of portfolio
4,816
Q2 2024 New
$106B
$261,000 0.09% of portfolio
2,679
Q3 2024 Reduced 6.95%
$90.8B
$204,000 0.07% of portfolio
525
Q3 2024 New
$70.8B
$211,000 0.07% of portfolio
1,551
Q3 2024 New
$14.5B
$178,000 0.06% of portfolio
15,769
Q4 2021 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
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