Octavia Wealth Advisors, LLC New Holdings in Q3 2024

Octavia Wealth Advisors, LLC

Stock	Shares change	Price Range	Shares Held
IXUS Ishares Tr ETFs	3.73K New	$64.9 - $73.35 $242K - $273K	3.73K $270K
BABA Alibaba Group Holding LTD Consumer Cyclical	2.2K New	$72.18 - $107.33 $159K - $236K	2.2K $233K
IVW Ishares S&P 500 Growth ETF ETFs	2.42K New	$84.77 - $97.13 $205K - $235K	2.42K $232K
ULTA Ulta Beauty, Inc. Consumer Cyclical	582 New	$320.55 - $412.94 $187K - $240K	582 $226K
NOW Service Now, Inc. Technology	249 New	$730.87 - $937.36 $182K - $233K	249 $222K
USTB Victory Portfolios Ii Victorys ETFs	4.34K New	$49.79 - $50.91 $216K - $221K	4.34K $220K
ACN Accenture PLC Technology	619 New	$295.44 - $355.81 $183K - $220K	619 $218K
IHI Ishares Tr Dow Jones Us Medica ETFs	3.47K New	$54.38 - $59.77 $189K - $208K	3.47K $205K
PYPL Pay Pal Holdings, Inc. Financial Services	2.63K New	$57.22 - $80.08 $151K - $211K	2.63K $205K
O Realty Income Corp Real Estate	3.2K New	$52.36 - $63.42 $168K - $203K	3.2K $203K
DBEM Xtrackers Msci Emerging Market ETFs	7.75K New	$23.66 - $26.77 $183K - $207K	7.75K $203K
MCHP Microchip Technology Inc Technology	2.5K New	$72.0 - $95.98 $180K - $240K	2.5K $200K
PYCR Paycor Hcm, Inc. Technology	10.1K New	$11.64 - $14.56 $118K - $147K	10.1K $143K
PATH Ui Path, Inc. Technology	10.3K New	$10.75 - $13.24 $111K - $137K	10.3K $132K
Ishares Bitcoin Trust ETF	8.86K New	N/A	8.86K $0
American Healthcare Reit Inc	9.63K New	N/A	9.63K $0

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

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