Octavia Wealth Advisors, LLC New Holdings in Q3 2025

Octavia Wealth Advisors, LLC

  • $990 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MMCA
Indexiq Active ETF Tr Iq Macka

ETFs
82.8K
New
$21.14 - $21.81 $1.75M - $1.81M
82.8K $1.8M
AIT
Applied Industrial Technologies Inc

Industrials
2.06K
New
$242.14 - $275.72 $499K - $569K
2.06K $538K
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
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
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
IXUS
Ishares Tr

ETFs
4.03K
New
$76.35 - $82.58 $308K - $333K
4.03K $332K
IAU
Ishares Gold Trust

ETFs
4.3K
New
$61.62 - $72.77 $265K - $313K
4.3K $312K
AFL
Aflac Inc

Financial Services
2.64K
New
$98.09 - $111.7 $259K - $295K
2.64K $295K
SPSB
Spdr Portfolio Short Term Corp

ETFs
9.51K
New
$30.02 - $30.29 $286K - $288K
9.51K $288K
APP
App Lovin Corp

Technology
381
New
$335.1 - $718.54 $128K - $274K
381 $273K
AOM
Ishares Tr Core Moderate Alloc

ETFs
5.35K
New
$45.4 - $47.61 $243K - $255K
5.35K $254K
SYY
Sysco Corp

Consumer Defensive
3.09K
New
$76.33 - $82.51 $236K - $255K
3.09K $254K
IWF
Ishares Russell 1000 Gr ETF

ETFs
533
New
$420.11 - $472.68 $224K - $252K
533 $249K
AOR
Ishares Tr Core Growth Allocat

ETFs
3.82K
New
$60.99 - $64.39 $233K - $246K
3.82K $245K
DGRO
Ishares Core Dividend Growth E

ETFs
3.51K
New
$64.12 - $68.08 $225K - $239K
3.51K $238K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.62K
New
$135.0 - $146.02 $218K - $236K
1.62K $235K
O
Realty Income Corp

Real Estate
3.85K
New
$56.13 - $60.79 $216K - $234K
3.85K $234K
OEF
Ishares S&P 100 ETF

ETFs
859
New
N/A
859 $228K
BSX
Boston Scientific Corp

Healthcare
2.33K
New
$97.03 - $108.14 $226K - $251K
2.33K $226K
NEE
Nextera Energy Inc

Utilities
2.92K
New
$69.77 - $77.54 $204K - $226K
2.92K $220K
KLAC
Kla Corp

Technology
201
New
$843.9 - $1078.6 $170K - $217K
201 $216K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
5.47K
New
$37.4 - $39.31 $205K - $215K
5.47K $215K
ROK
Rockwell Automation, Inc

Industrials
596
New
$328.67 - $358.52 $196K - $214K
596 $208K
RRC
Range Resources Corp

Energy
5.5K
New
$32.79 - $39.33 $180K - $216K
5.5K $207K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
2.64K
New
$71.75 - $79.74 $189K - $210K
2.64K $206K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
2.37K
New
$68.94 - $86.3 $163K - $205K
2.37K $204K
TMO
Thermo Fisher Scientific Inc.

Healthcare
414
New
$404.94 - $499.99 $168K - $207K
414 $200K
RPG
Invesco Exchange Traded Fd Tr

ETFs
4.2K
New
$45.41 - $48.26 $190K - $202K
4.2K $200K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
11.3K
New
$10.02 - $10.85 $113K - $122K
11.3K $122K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
11.4K
New
$9.44 - $10.23 $108K - $117K
11.4K $115K
USA
Liberty All Star Equity Fund

Financial Services
15K
New
$6.34 - $6.94 $95.1K - $104K
15K $95K
New York Life Invts Active E
18K
New
N/A
18K $0
American Healthcare Reit Inc
9.15K
New
N/A
9.15K $0
Super Micro Computer Inc
6.73K
New
N/A
6.73K $0
Tortoise Capital Series Trus
3.95K
New
N/A
3.95K $0
Blackrock Inc
203
New
N/A
203 $0
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
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