SHANKERVALLEAU WEALTH ADVISORS, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ORCL | 327K | $91.94M |
 | AMCR | 16K | $128.99K |
 | PGR | 14K | $3.52M |
 | AAPL | 11K | $2.75M |
 | PEP | 8K | $1.17M |
 | XOM | 4K | $421.91K |
 | SBUX | 4K | $311.24K |
 | AMZN | 3K | $582.30K |
 | MRK | 2K | $202.02K |
 | GOOGL | 2K | $497.38K |
 | WEC | 2K | $228.38K |
 | NVDA | 2K | $356.37K |
 | PG | 2K | $282.87K |
 | MSFT | 2K | $910.04K |
 | GOOG | 1K | $350.23K |
 | JNJ | 1K | $226.03K |
 | IBM | 1K | $292.04K |
 | JPM | 831 | $262.12K |
 | META | 617 | $453.11K |
 | TT | 523 | $220.69K |
Oracle Corporation
ORCL
Shares Held
327K
Value
$91.94M
Amcor plc
AMCR
Shares Held
16K
Value
$128.99K
The Progressive Corporation
PGR
Shares Held
14K
Value
$3.52M
Apple Inc.
AAPL
Shares Held
11K
Value
$2.75M
PepsiCo, Inc.
PEP
Shares Held
8K
Value
$1.17M
Exxon Mobil Corporation
XOM
Shares Held
4K
Value
$421.91K
Starbucks Corporation
SBUX
Shares Held
4K
Value
$311.24K
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$582.30K
Merck & Co., Inc.
MRK
Shares Held
2K
Value
$202.02K
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$497.38K
WEC Energy Group, Inc.
WEC
Shares Held
2K
Value
$228.38K
NVIDIA Corporation
NVDA
Shares Held
2K
Value
$356.37K
The Procter & Gamble Company
PG
Shares Held
2K
Value
$282.87K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$910.04K
Alphabet Inc.
GOOG
Shares Held
1K
Value
$350.23K
Johnson & Johnson
JNJ
Shares Held
1K
Value
$226.03K
International Business Machines Corporation
IBM
Shares Held
1K
Value
$292.04K
JPMorgan Chase & Co.
JPM
Shares Held
831
Value
$262.12K
Meta Platforms, Inc.
META
Shares Held
617
Value
$453.11K
Trane Technologies plc
TT
Shares Held
523
Value
$220.69K