Octavia Wealth Advisors, LLC Incresed Positions in Q1 2025

Octavia Wealth Advisors, LLC

  • $818 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
405K
+ 25.48%
$49.78 - $53.19 $20.2M - $21.5M
1.99M $101M
SPYG
Spdr Portfolio

ETFs
232K
+ 28.75%
$80.05 - $92.39 $18.6M - $21.5M
1.04M $83.4M
IMTB
Ishares Tr

ETFs
268K
+ 124.14%
$41.91 - $43.46 $11.3M - $11.7M
485K $21M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
224K
+ 130.47%
$40.03 - $46.81 $8.96M - $10.5M
396K $16.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
17.8K
+ 7.85%
$95.85 - $99.25 $1.7M - $1.76M
244K $24.1M
MO
Altria Group, Inc.

Consumer Defensive
10.3K
+ 9.8%
$50.81 - $60.02 $521K - $615K
115K $6.89M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
10.1K
+ 0.69%
$44.41 - $45.98 $447K - $463K
1.47M $67.1M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
31.1K
+ 9.94%
$28.55 - $29.09 $889K - $905K
344K $9.93M
SPMD
Spdr Portfolio

ETFs
28.2K
+ 19.62%
$50.21 - $57.73 $1.42M - $1.63M
172K $8.78M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
17.9K
+ 26.22%
$36.63 - $37.45 $656K - $671K
86.2K $3.17M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
6.17K
+ 225.43%
$91.45 - $91.75 $564K - $566K
8.91K $817K
CVX
Chevron Corp

Energy
1.74K
+ 20.91%
$146.71 - $167.97 $255K - $291K
10K $1.68M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5
+ 0.09%
$442.66 - $534.52 $2.21K - $2.67K
5.74K $3.01M
GLD
Spdr Gold Trust

ETFs
957
+ 41.29%
$243.19 - $288.14 $233K - $276K
3.28K $943K
NXPI
Nxp Semiconductors N.V.

Technology
2.07K
+ 157.0%
$189.99 - $245.86 $394K - $510K
3.4K $645K
JNJ
Johnson & Johnson

Healthcare
385
+ 2.77%
$142.06 - $167.7 $54.7K - $64.6K
14.3K $2.37M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.98K
+ 85.29%
$79.17 - $82.04 $315K - $326K
8.64K $705K
PG
Procter & Gamble CO

Consumer Defensive
667
+ 1.11%
$158.56 - $176.26 $106K - $118K
60.9K $10.4M
NFLX
Netflix Inc

Communication Services
255
+ 37.06%
$828.4 - $1058.6 $211K - $270K
943 $879K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
15.6K
+ 10.68%
$101.13 - $119.79 $1.58M - $1.87M
162K $16.7M
PLTR
Palantir Technologies Inc.

Technology
143
+ 0.64%
$64.98 - $124.62 $9.29K - $17.8K
22.6K $1.91M
V
Visa Inc.

Financial Services
8
+ 0.14%
$306.92 - $362.71 $2.46K - $2.9K
5.63K $1.97M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
9.51K
+ 5.37%
$89.89 - $100.28 $855K - $954K
187K $17.1M
XOM
Exxon Mobil Corp

Energy
1.01K
+ 20.0%
$105.44 - $118.93 $107K - $120K
6.08K $722K
OKTA
Okta, Inc.

Technology
332
+ 8.23%
$78.83 - $116.72 $26.2K - $38.8K
4.37K $459K
AMGN
Amgen Inc

Healthcare
35
+ 1.46%
$258.59 - $327.36 $9.05K - $11.5K
2.44K $758K
DWM
Wisdomtree Tr

ETFs
512
+ 3.24%
$52.19 - $59.86 $26.7K - $30.6K
16.3K $951K
UL
Unilever PLC

Consumer Defensive
1.23K
+ 18.34%
$54.72 - $60.29 $67K - $73.9K
7.91K $470K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
847
+ 21.64%
$97.38 - $104.52 $82.5K - $88.5K
4.76K $480K
ABT
Abbott Laboratories

Healthcare
2
+ 0.06%
$111.1 - $140.22 $222 - $280
3.61K $478K
PFE
Pfizer Inc

Healthcare
3.63K
+ 16.36%
$25.01 - $27.13 $90.7K - $98.3K
25.8K $653K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
469
+ 1.75%
$28.25 - $31.5 $13.2K - $14.8K
27.2K $823K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
274
+ 2.5%
$47.39 - $54.26 $13K - $14.9K
11.2K $589K
PYCR
Paycor Hcm, Inc.

Technology
157
+ 1.12%
$18.34 - $22.86 $2.88K - $3.59K
14.2K $317K
QUAL
Ishares Msci Usa Quality Facto

ETFs
456
+ 14.36%
$168.16 - $186.21 $76.7K - $84.9K
3.63K $616K
BND
Vanguard Bd Index Fd Inc Total

ETFs
490
+ 11.95%
$71.17 - $73.66 $34.9K - $36.1K
4.59K $336K
MA
Mastercard Inc

Financial Services
42
+ 5.61%
$504.67 - $576.31 $21.2K - $24.2K
791 $433K
QCOM
Qualcomm Inc

Technology
233
+ 3.33%
$151.94 - $175.86 $35.4K - $41K
7.24K $1.11M
UNH
Unitedhealth Group Inc

Healthcare
44
+ 6.45%
$461.52 - $548.18 $20.3K - $24.1K
726 $380K
SYK
Stryker Corp

Healthcare
37
+ 2.32%
$355.18 - $399.9 $13.1K - $14.8K
1.63K $607K
UPS
United Parcel Service Inc

Industrials
1.4K
+ 17.54%
$109.66 - $136.26 $154K - $191K
9.4K $1.03M
CAT
Caterpillar Inc

Industrials
136
+ 21.32%
$326.75 - $407.63 $44.4K - $55.4K
774 $255K
PANW
Palo Alto Networks Inc

Technology
236
+ 14.84%
$167.82 - $208.28 $39.6K - $49.2K
1.83K $311K
IVW
Ishares S&P 500 Growth ETF

ETFs
417
+ 17.83%
$92.45 - $106.69 $38.6K - $44.5K
2.76K $255K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.13K
+ 20.81%
$165.25 - $224.62 $187K - $254K
6.56K $1.09M
VALE
Vale S.A.

Basic Materials
250
+ 2.21%
$8.5 - $10.19 $2.13K - $2.55K
11.6K $115K
TMO
Thermo Fisher Scientific Inc.

Healthcare
48
+ 11.09%
$497.6 - $606.74 $23.9K - $29.1K
481 $239K
ACN
Accenture PLC

Technology
106
+ 17.76%
$300.91 - $398.25 $31.9K - $42.2K
703 $219K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
245
+ 11.45%
$96.93 - $109.51 $23.7K - $26.8K
2.39K $232K
Activity Summary
Buys All Purchases 108 New Holdings 18 Increased Positions 90 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Octavia Wealth Advisors, LLC Portfolio

Follow Octavia Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Octavia Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Octavia Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email