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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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
15.8K | All Managers (Combined) | $153.0K | 0.0% ($153.0K/$307.9M) |