Octavia Wealth Advisors, LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $674 Million distributed in 218 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 Value E with a value of $68.1M, Fidelity Merrimack Str Tr Tota with a value of $57.3M, Spdr Portfolio with a value of $47.7M, Apple Inc. with a value of $35.5M, and Ishares Inc with a value of $31.9M.

Examining the 13F form we can see an increase of $109M in the current position value, from $565M to 674M.

Below you can find more details about Octavia Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $674 Million
ETFs: $488 Million
Technology: $72.5 Million
Communication Services: $25.8 Million
Consumer Cyclical: $22.2 Million
Consumer Defensive: $21.9 Million
Financial Services: $19.9 Million
Healthcare: $9.18 Million
Industrials: $8.32 Million
Other: $5.94 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 218
  • Current Value $674 Million
  • Prior Value $565 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 21 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 134 stocks
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