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| Name: |
ShankerValleau Wealth Advisors Inc. |
| City: |
SKOKIE |
| State: |
IL |
| Zip: |
60077 |
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data |
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| Holdings
Found :
8 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
PGR |
Progressive Corp |
11 |
- |
$211.18 |
$2,895,000 |
14,000 |
1.33% |
665,000 |
0 |
0.002 |
Property & Casualty I... |
|
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PEP |
Pepsico Inc |
14 |
- |
$172.90 |
$1,458,000 |
8,329 |
0.67% |
43,000 |
0 |
0.001 |
Beverage Soft Drinks... |
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XOM |
Exxon Mobil Corp |
18 |
- |
$117.26 |
$342,000 |
2,942 |
0.16% |
48,000 |
0 |
0 |
Integrated Oil & Gas |
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MRK |
Merck & Co Inc |
20 |
- |
$131.20 |
$278,000 |
2,107 |
0.13% |
48,000 |
0 |
0 |
Drug Manufacturers - ... |
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DIA |
Diamonds Trust |
21 |
- |
$387.53 |
$274,000 |
690 |
0.13% |
14,000 |
0 |
0.001 |
Closed - End Fund - E... |
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SBUX |
Starbucks Corp |
22 |
- |
$80.22 |
$263,000 |
2,879 |
0.12% |
-13,000 |
0 |
0 |
Specialty Eateries |
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PG |
Procter & Gamble Co |
23 |
- |
$164.54 |
$222,000 |
1,369 |
0.1% |
21,000 |
0 |
0 |
Cleaning Products |
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AMCR |
Amcor Plc |
24 |
- |
$10.17 |
$150,000 |
15,769 |
0.07% |
-2,000 |
0 |
0.001 |
N/A |
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