Octavia Wealth Advisors, LLC Purchases in Q2 2025

Octavia Wealth Advisors, LLC

  • $871 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
142K
New
$58.32 - $58.95 $8.27M - $8.36M
142K $8.33M
EFG
Msci Eafe Growth ETF

ETFs
48.8K
+ 20.03%
$89.8 - $112.0 $4.38M - $5.47M
293K $32.8M
ISHG
Ishares Intl Treasury Bond ETF

ETFs
103K
New
$70.32 - $76.56 $7.24M - $7.88M
103K $7.88M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
69.9K
+ 3.51%
$45.11 - $52.34 $3.15M - $3.66M
2.06M $108M
EFV
Msci Eafe Value ETF

ETFs
70K
+ 16.32%
$52.4 - $64.65 $3.67M - $4.53M
499K $31.7M
IMTB
Ishares Tr

ETFs
96.4K
+ 19.88%
$42.53 - $43.63 $4.1M - $4.2M
581K $25.4M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
25.5K
+ 8.52%
$50.39 - $60.05 $1.28M - $1.53M
325K $19.5M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
25.6K
+ 16.81%
$45.89 - $47.6 $1.17M - $1.22M
178K $8.45M
PLTR
Palantir Technologies Inc.

Technology
270
+ 1.19%
$74.01 - $144.25 $20K - $38.9K
22.9K $3.12M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.83K
+ 2.39%
$96.84 - $99.46 $565K - $580K
250K $24.8M
PM
Philip Morris International Inc.

Consumer Defensive
332
+ 1.41%
$149.23 - $184.95 $49.5K - $61.4K
23.9K $4.36M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.12K
+ 1.54%
$114.78 - $133.31 $129K - $149K
74K $9.86M
MU
Micron Technology Inc

Technology
279
+ 2.06%
$64.72 - $127.91 $18.1K - $35.7K
13.8K $1.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
123
+ 1.88%
$141.37 - $228.57 $17.4K - $28.1K
6.68K $1.51M
TBUX
T Rowe Price Exchange Traded F

ETFs
7.07K
New
$49.52 - $49.9 $350K - $353K
7.07K $351K
CB
Chubb LTD

Financial Services
1.16K
New
$274.32 - $302.46 $318K - $350K
1.16K $335K
CRWD
Crowd Strike Holdings, Inc.

Technology
51
+ 3.03%
$321.63 - $509.31 $16.4K - $26K
1.74K $884K
IEMG
Ishares Inc

ETFs
5.15K
+ 0.71%
N/A
734K $39.4M
AMAT
Applied Materials Inc

Technology
51
+ 0.83%
$126.95 - $183.52 $6.47K - $9.36K
6.2K $1.14M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.58K
New
$49.79 - $50.75 $228K - $233K
4.58K $232K
SCHP
Schwab Strategic Us Tips ETF

ETFs
8.68K
+ 92.62%
$26.18 - $26.93 $227K - $234K
18K $481K
AVAV
Aero Vironment Inc

Industrials
810
New
$111.65 - $284.95 $90.4K - $231K
810 $230K
DHR
Danaher Corp

Healthcare
1.13K
New
$174.64 - $205.16 $198K - $232K
1.13K $223K
EBLU
Ecofin Global Water Esg Fund

ETFs
3.95K
New
$51.6 - $52.91 $204K - $209K
3.95K $208K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
4.44K
New
$39.93 - $46.67 $177K - $207K
4.44K $207K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.14K
New
$152.93 - $181.74 $174K - $207K
1.14K $206K
TJX
Tjx Companies Inc

Consumer Cyclical
1.66K
New
$119.13 - $135.03 $198K - $224K
1.66K $205K
DG
Dollar General Corp

Consumer Defensive
1.77K
New
$86.02 - $114.95 $153K - $204K
1.77K $202K
UBER
Uber Technologies, Inc

Technology
2.15K
New
$64.62 - $93.3 $139K - $200K
2.15K $200K
GE
General Electric CO

Industrials
196
+ 11.17%
$166.81 - $257.39 $32.7K - $50.4K
1.95K $502K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.48K
+ 31.13%
$90.85 - $102.31 $135K - $152K
6.24K $628K
VUG
Vanguard Growth ETF

ETFs
11
+ 0.69%
$329.49 - $438.4 $3.62K - $4.82K
1.61K $706K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.27K
+ 1.47%
$35.3 - $37.51 $44.8K - $47.6K
87.5K $3.28M
MRVL
Marvell Technology, Inc.

Technology
105
+ 1.65%
$49.38 - $79.97 $5.18K - $8.4K
6.46K $499K
CGGR
Capital Group Growth ETF Shs C

ETFs
66
+ 0.41%
$30.53 - $40.65 $2.01K - $2.68K
16.2K $657K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
18
+ 1.38%
$179.95 - $278.88 $3.24K - $5.02K
1.32K $368K
GLD
Spdr Gold Trust

ETFs
121
+ 3.69%
$273.71 - $316.29 $33.1K - $38.3K
3.4K $1.04M
QUAL
Ishares Msci Usa Quality Facto

ETFs
212
+ 5.84%
$152.42 - $182.82 $32.3K - $38.8K
3.84K $702K
XLK
Technology Sector Spdr

ETFs
92
+ 7.62%
$179.73 - $253.23 $16.5K - $23.3K
1.3K $329K
PANW
Palo Alto Networks Inc

Technology
79
+ 4.33%
$152.44 - $204.64 $12K - $16.2K
1.91K $389K
IVE
Ishares S&P 500 Value ETF

ETFs
333
+ 31.71%
$168.34 - $195.42 $56.1K - $65.1K
1.38K $270K
BX
Blackstone Inc.

Financial Services
124
+ 2.56%
$120.07 - $151.11 $14.9K - $18.7K
4.97K $742K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
554
+ 12.85%
$43.53 - $54.46 $24.1K - $30.2K
4.87K $265K
CSCO
Cisco Systems, Inc.

Technology
199
+ 3.69%
$53.19 - $69.38 $10.6K - $13.8K
5.59K $388K
IVW
Ishares S&P 500 Growth ETF

ETFs
57
+ 2.07%
$82.96 - $110.1 $4.73K - $6.28K
2.81K $309K
BA
Boeing CO

Industrials
19
+ 1.5%
$136.59 - $217.51 $2.6K - $4.13K
1.29K $269K
CGUS
Capital Group Core Equity ETF
236
+ 2.03%
$29.93 - $36.93 $7.06K - $8.72K
11.8K $437K
AXP
American Express CO

Financial Services
8
+ 0.86%
$231.39 - $318.98 $1.85K - $2.55K
933 $297K
VO
Vanguard Mid Cap ETF

ETFs
9
+ 0.46%
$228.54 - $279.83 $2.06K - $2.52K
1.96K $549K
Activity Summary
Buys All Purchases 66 New Holdings 15 Increased Positions 51 Sells All Sells 147 Reductions 147 Sold out 0 Options Calls 0 Puts 0
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