Octavia Wealth Advisors, LLC Incresed Positions in Q4 2024

Octavia Wealth Advisors, LLC

  • $822 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CMCSA
Comcast Corp

Communication Services
214
+ 3.71%
$37.39 - $45.14 $8K - $9.66K
5.98K $224K
CGXU
Capital Group Intl Focus Equit

ETFs
163
+ 1.45%
$24.67 - $26.94 $4.02K - $4.39K
11.4K $281K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
2.08K
+ 8.42%
$28.33 - $31.77 $58.8K - $66K
26.7K $757K
UL
Unilever PLC

Consumer Defensive
439
+ 7.03%
$56.7 - $64.64 $24.9K - $28.4K
6.68K $378K
DUK
Duke Energy Corp

Utilities
14
+ 0.29%
$105.76 - $120.76 $1.48K - $1.69K
4.9K $527K
TMO
Thermo Fisher Scientific Inc.

Healthcare
8
+ 1.88%
$501.29 - $612.85 $4.01K - $4.9K
433 $225K
SCHP
Schwab Strategic Us Tips ETF

ETFs
3.8K
+ 68.27%
$25.74 - $53.78 $97.8K - $204K
9.37K $241K
ABBV
Abb Vie Inc.

Healthcare
84
+ 2.28%
$164.99 - $203.87 $13.9K - $17.1K
3.77K $669K
NKE
Nike, Inc.

Consumer Cyclical
1.54K
+ 8.92%
$73.36 - $89.13 $113K - $137K
18.8K $1.42M
SHEL
Shell PLC

Energy
8
+ 0.03%
$60.63 - $70.23 $485 - $562
31.5K $1.97M
AMGN
Amgen Inc

Healthcare
41
+ 1.74%
$258.78 - $328.31 $10.6K - $13.5K
2.4K $625K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
48.9K
+ 3.17%
$51.09 - $55.27 $2.5M - $2.7M
1.59M $81.3M
JNJ
Johnson & Johnson

Healthcare
447
+ 3.33%
$143.34 - $165.86 $64.1K - $74.1K
13.9K $2.01M
AMD
Advanced Micro Devices Inc

Technology
541
+ 9.5%
$118.88 - $172.8 $64.3K - $93.5K
6.24K $753K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
835
+ 0.57%
$112.69 - $123.97 $94.1K - $104K
146K $16.5M
KO
Coca Cola CO

Consumer Defensive
449
+ 1.97%
$61.74 - $71.71 $27.7K - $32.2K
23.2K $1.45M
AMAT
Applied Materials Inc

Technology
51
+ 0.83%
$161.44 - $213.89 $8.23K - $10.9K
6.18K $1.01M
MU
Micron Technology Inc

Technology
214
+ 1.55%
$84.16 - $113.41 $18K - $24.3K
14K $1.18M
PG
Procter & Gamble CO

Consumer Defensive
405
+ 0.68%
$161.05 - $179.7 $65.2K - $72.8K
60.2K $10.1M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
170
+ 0.12%
$115.64 - $129.74 $19.7K - $22.1K
142K $16.5M
AGOX
Starboard Invt Tr

ETFs
20.1K
+ 2.56%
$27.16 - $30.0 $547K - $604K
808K $22M
EFV
Msci Eafe Value ETF

ETFs
19.7K
+ 3.53%
$51.78 - $57.15 $1.02M - $1.12M
577K $30.3M
EFG
Msci Eafe Growth ETF

ETFs
11.6K
+ 3.86%
$96.83 - $106.88 $1.12M - $1.24M
312K $30.2M
Activity Summary
Buys All Purchases 87 New Holdings 13 Increased Positions 74 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 0 Puts 0
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