Shankervalleau-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "GOOGL", "AVDE", null, null, "META", "MSFT", "NTRS", "ORCL", null, "PEP", "PGR", "AAPL", "SPY", "NVDA", "PG", "MRK", "IBM", "SBUX", null, null, null, null, "AMCR", "WEC", "AMZN", null, "BNDX", "VTV", "V", null, null, "DIA", null, "DFAX", "DFAC", "GOOG", "XOM", "JNJ", "LLY", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-16
- Total Holdings
- 41
- Total Value
- 307916076
- Accession Number
- 0001903273-25-000002
- Form Type
- 13F-HR
- Manager Name
- Shankervalleau-Wealth-Advisors
Data Enrichment
73% identified30 identified11 unidentified
Holdings
41 positions • $307.9M total value
Manager:
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464288356
Shares:6.2K
Value:$348.1K
% of Portfolio:0.1% ($348.1K/$307.9M)
Shares:690
Value:$289.7K
% of Portfolio:0.1% ($289.7K/$307.9M)
Shares:1.0K
Value:$257.4K
% of Portfolio:0.1% ($257.4K/$307.9M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 4.8K | QoQ 0.00% (-0)YoY NEW(+4.8K) | All Managers (Combined) | $475.1K | 0.2% ($475.1K/$307.9M) | YoY NEW(+$475.1K) | |
EXXON MOBIL CORP(XOMcusip30231G102) | 3.7K | QoQ 0.00% (+0) | All Managers (Combined) | $445.0K | 0.1% ($445.0K/$307.9M) | |
STARBUCKS CORP(SBUXcusip855244109) | 3.7K | QoQ 0.00% (+0) | All Managers (Combined) | $360.9K | 0.1% ($360.9K/$307.9M) | |
| 617 | QoQ 0.00% (-0)YoY NEW(+617) | All Managers (Combined) | $355.6K | 0.1% ($355.6K/$307.9M) | YoY NEW(+$355.6K) | |
(cusip464288356)✕ | 6.2K | All Managers (Combined) | $348.1K | 0.1% ($348.1K/$307.9M) | ||
| 1.2K | QoQ NEW(+1.2K) YoY NEW(+1.2K) | All Managers (Combined) | $340.5K | 0.1% ($340.5K/$307.9M) | QoQ NEW(+$340.5K) YoY NEW(+$340.5K) | |
| 593 | QoQ 0.00% (-0)YoY -8.20% (-53) | All Managers (Combined) | $331.7K | 0.1% ($331.7K/$307.9M) | ||
Alphabet Inc.(GOOGLcusip02079K305) | 2.0K | QoQ 0.00% (-0)YoY NEW(+2.0K) | All Managers (Combined) | $316.4K | 0.1% ($316.4K/$307.9M) | YoY NEW(+$316.4K) |
| 1.8K | QoQ 0.00% (+0) | All Managers (Combined) | $313.7K | 0.1% ($313.7K/$307.9M) | ||
| 690 | All Managers (Combined) | $289.7K | 0.1% ($289.7K/$307.9M) | |||
| 1.0K | QoQ 0.00% (+0)YoY NEW(+1.0K) | All Managers (Combined) | $257.4K | 0.1% ($257.4K/$307.9M) | YoY NEW(+$257.4K) | |
ELI LILLY & Co(LLYcusip532457108) | 309 | QoQ 0.00% (+0)YoY NEW(+309) | All Managers (Combined) | $255.2K | 0.1% ($255.2K/$307.9M) | YoY NEW(+$255.2K) |
Alphabet Inc.(GOOGcusip02079K107) | 1.4K | QoQ 0.00% (-0)YoY NEW(+1.4K) | All Managers (Combined) | $224.7K | 0.1% ($224.7K/$307.9M) | YoY NEW(+$224.7K) |
| 2.0K | QoQ NEW(+2.0K) YoY NEW(+2.0K) | All Managers (Combined) | $217.2K | 0.1% ($217.2K/$307.9M) | QoQ NEW(+$217.2K) YoY NEW(+$217.2K) | |
| 2.4K | QoQ 0.00% (-0) | All Managers (Combined) | $216.1K | 0.1% ($216.1K/$307.9M) | ||
NVIDIA CORP(NVDAcusip67066G104) | 1.9K | QoQ 0.00% (-0)YoY NEW(+1.9K) | All Managers (Combined) | $207.0K | 0.1% ($207.0K/$307.9M) | YoY NEW(+$207.0K) |
| 831 | QoQ NEW(+831) YoY NEW(+831) | All Managers (Combined) | $203.8K | 0.1% ($203.8K/$307.9M) | QoQ NEW(+$203.8K) YoY NEW(+$203.8K) | |
| 1.2K | QoQ NEW(+1.2K) YoY NEW(+1.2K) | All Managers (Combined) | $202.2K | 0.1% ($202.2K/$307.9M) | QoQ NEW(+$202.2K) YoY NEW(+$202.2K) | |
| 576 | QoQ NEW(+576) YoY NEW(+576) | All Managers (Combined) | $201.9K | 0.1% ($201.9K/$307.9M) | QoQ NEW(+$201.9K) YoY NEW(+$201.9K) | |
| 1.2K | QoQ NEW(+1.2K) YoY NEW(+1.2K) | All Managers (Combined) | $201.8K | 0.1% ($201.8K/$307.9M) | QoQ NEW(+$201.8K) YoY NEW(+$201.8K) |