Octavia Wealth Advisors, LLC Purchases in Q3 2025

Octavia Wealth Advisors, LLC

  • $990 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
14.9K
+ 1.44%
$94.33 - $105.31 $1.41M - $1.57M
1.05M $109M
AAPL
Apple Inc.

Technology
5.67K
+ 3.1%
$202.38 - $256.87 $1.15M - $1.46M
189K $48.1M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
61.2K
+ 2.96%
$52.12 - $55.33 $3.19M - $3.39M
2.13M $118M
GOOGL
Alphabet Inc.

Communication Services
6.61K
+ 6.11%
$174.36 - $254.72 $1.15M - $1.68M
115K $27.9M
NVDA
Nvidia Corp

Technology
8.53K
+ 5.84%
$153.3 - $186.58 $1.31M - $1.59M
154K $28.8M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
101K
+ 6.94%
$45.26 - $46.63 $4.59M - $4.73M
1.56M $72.2M
PG
Procter & Gamble CO

Consumer Defensive
31.8K
+ 80.99%
$150.47 - $161.22 $4.79M - $5.13M
71.1K $10.9M
EFV
Msci Eafe Value ETF

ETFs
20K
+ 4.0%
$62.79 - $68.42 $1.26M - $1.37M
519K $35.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
20.6K
+ 8.22%
$97.75 - $100.75 $2.01M - $2.07M
271K $27.1M
EFG
Msci Eafe Growth ETF

ETFs
14.1K
+ 4.82%
$106.99 - $114.46 $1.51M - $1.61M
307K $34.9M
MO
Altria Group, Inc.

Consumer Defensive
17.5K
+ 17.2%
$57.75 - $67.68 $1.01M - $1.19M
120K $7.9M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
11.2K
+ 3.04%
$42.26 - $47.16 $475K - $530K
380K $17.6M
KR
Kroger CO

Consumer Defensive
29.6K
+ 117.93%
$64.52 - $74.35 $1.91M - $2.2M
54.7K $3.69M
AGOX
Starboard Invt Tr

ETFs
30.2K
+ 3.69%
$28.93 - $30.85 $873K - $931K
848K $26M
GOOG
Alphabet Inc.

Communication Services
1.71K
+ 8.12%
$175.16 - $255.24 $299K - $436K
22.8K $5.54M
MMCA
Indexiq Active ETF Tr Iq Macka

ETFs
82.8K
New
$21.14 - $21.81 $1.75M - $1.81M
82.8K $1.8M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
11.1K
+ 3.41%
$59.61 - $63.09 $660K - $698K
336K $21.1M
TSLA
Tesla, Inc.

Consumer Cyclical
1.36K
+ 17.99%
$293.94 - $444.72 $400K - $606K
8.93K $3.97M
JPM
Jpmorgan Chase & CO

Financial Services
3.67K
+ 24.47%
$282.78 - $316.06 $1.04M - $1.16M
18.6K $5.88M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
4.82K
+ 3.35%
$113.73 - $121.28 $548K - $584K
149K $17.8M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
5.83K
+ 3.43%
$94.73 - $102.36 $552K - $596K
176K $17.7M
VTI
Vanguard Total Stock Market Et

ETFs
3.25K
+ 52.08%
$303.93 - $329.86 $989K - $1.07M
9.5K $3.12M
MSFT
Microsoft Corp

Technology
1.52K
+ 7.58%
$491.09 - $535.64 $746K - $814K
21.6K $11.2M
IEFA
Ishares Tr

ETFs
6.06K
+ 3.57%
$81.7 - $87.53 $495K - $531K
176K $15.3M
CINF
Cincinnati Financial Corp

Financial Services
7.03K
+ 116.27%
$145.8 - $158.1 $1.03M - $1.11M
13.1K $2.07M
IVV
Ishares Core S&P 500 ETF

ETFs
1.58K
+ 90.73%
$620.67 - $670.08 $978K - $1.06M
3.31K $2.22M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.02K
+ 5.44%
$132.9 - $142.03 $535K - $571K
78K $11M
IEMG
Ishares Inc

ETFs
17.8K
+ 2.43%
N/A
752K $40.3M
SPMD
Spdr Portfolio

ETFs
6.83K
+ 3.93%
$54.43 - $58.29 $372K - $398K
181K $10.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
675
+ 12.42%
$617.65 - $666.84 $417K - $450K
6.11K $4.07M
QQQ
Invesco Qqq Trust, Series 1

ETFs
246
+ 2.13%
$546.99 - $602.2 $135K - $148K
11.8K $7.1M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
13K
+ 6.67%
$50.85 - $51.35 $662K - $669K
208K $10.7M
VGSH
Vanguard

ETFs
10.6K
+ 7.51%
$58.43 - $58.88 $622K - $627K
152K $8.97M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
13.2K
+ 7.43%
$47.36 - $47.65 $625K - $629K
191K $9.04M
AMZN
Amazon Com Inc

Consumer Cyclical
2.45K
+ 2.66%
$211.65 - $238.24 $519K - $584K
94.7K $20.8M
AIT
Applied Industrial Technologies Inc

Industrials
2.06K
New
$242.14 - $275.72 $499K - $569K
2.06K $538K
JNJ
Johnson & Johnson

Healthcare
330
+ 2.33%
$155.17 - $185.42 $51.2K - $61.2K
14.5K $2.69M
SPOT
Spotify Technology S.A.

Communication Services
689
New
$620.01 - $738.53 $427K - $509K
689 $480K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16.5K
New
$26.38 - $27.95 $436K - $461K
16.5K $450K
CVX
Chevron Corp

Energy
2.28K
+ 29.89%
$145.57 - $161.83 $332K - $369K
9.92K $1.54M
SRE
Sempra Energy

Utilities
4.36K
+ 125.18%
$74.14 - $89.98 $323K - $392K
7.83K $704K
ORCL
Oracle Corp

Technology
595
+ 13.74%
$218.96 - $328.33 $130K - $195K
4.92K $1.38M
AEP
American Electric Power CO Inc

Utilities
3.79K
New
$103.26 - $115.0 $391K - $436K
3.79K $426K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.16K
New
$339.37 - $366.46 $395K - $427K
1.16K $425K
PFE
Pfizer Inc

Healthcare
15.4K
+ 69.18%
$23.29 - $25.88 $359K - $398K
37.6K $959K
FVD
First Tr Value Line Divid Inde

ETFs
7.9K
+ 44.95%
$44.73 - $46.86 $354K - $370K
25.5K $1.18M
WMT
Walmart Inc.

Consumer Defensive
1.48K
+ 3.24%
$94.4 - $104.27 $139K - $154K
47.1K $4.85M
WPC
W. P. Carey Inc.

Real Estate
5.67K
New
$61.29 - $68.7 $348K - $390K
5.67K $383K
CTAS
Cintas Corp

Industrials
1.72K
New
$199.29 - $226.27 $343K - $389K
1.72K $353K
Activity Summary
Buys All Purchases 193 New Holdings 40 Increased Positions 153 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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