Octavia Wealth Advisors, LLC Sells in Q2 2025

Octavia Wealth Advisors, LLC

  • $871 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
-37
- 0.43%
$79.56 - $82.92 $2.94K - $3.07K
8.61K $713K
DE
Deere & CO

Industrials
-21
- 4.53%
$412.99 - $531.48 $8.67K - $11.2K
443 $225K
LYG
Lloyds Banking Group PLC

Financial Services
-96
- 0.39%
$3.32 - $4.29 $319 - $412
24.6K $104K
CRM
Salesforce, Inc.

Technology
-20
- 0.48%
$236.26 - $291.15 $4.73K - $5.82K
4.15K $1.13M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-102
- 3.29%
$72.96 - $90.39 $7.44K - $9.22K
3K $268K
C
Citigroup Inc

Financial Services
-337
- 11.44%
$58.13 - $85.12 $19.6K - $28.7K
2.61K $222K
AIA
Ishares S&P Asia 50 ETF

ETFs
-297
- 6.21%
$60.67 - $81.71 $18K - $24.3K
4.48K $363K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-63
- 6.56%
$456.74 - $568.03 $28.8K - $35.8K
897 $509K
PYZ
Invesco Exchange Traded Fd Tr

ETFs
-28
- 0.94%
$72.53 - $93.16 $2.03K - $2.61K
2.94K $273K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-4
- 0.54%
$468.22 - $566.51 $1.87K - $2.27K
733 $415K
SCHW
Schwab Charles Corp

Financial Services
-582
- 9.28%
$69.06 - $91.24 $40.2K - $53.1K
5.69K $519K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-825
- 3.13%
$32.77 - $36.44 $27K - $30.1K
25.5K $930K
RTX
Raytheon Technologies Corp

Industrials
-80
- 2.01%
$113.75 - $148.48 $9.1K - $11.9K
3.9K $569K
CGDV
Capital Group Divid Value ETF

ETFs
-29
- 0.26%
$31.93 - $39.49 $926 - $1.15K
11.2K $444K
DIS
Walt Disney CO

Communication Services
-658
- 13.03%
$81.72 - $124.01 $53.8K - $81.6K
4.39K $544K
VGT
Vanguard Information Technolog

ETFs
-24
- 3.81%
$470.37 - $663.28 $11.3K - $15.9K
606 $401K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-501
- 2.05%
$51.16 - $62.02 $25.6K - $31.1K
23.9K $1.48M
NOW
Service Now, Inc.

Technology
-1
- 0.35%
$721.65 - $1040.18 $722 - $1.04K
288 $296K
EW
Edwards Lifesciences Corp

Healthcare
-71
- 0.57%
$67.07 - $78.22 $4.76K - $5.55K
12.4K $966K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-429
- 2.44%
$86.58 - $104.98 $37.1K - $45K
17.2K $1.8M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
-71
- 0.26%
$27.24 - $33.15 $1.93K - $2.35K
27.1K $894K
SHOP
Shopify Inc.

Technology
-104
- 2.16%
$76.89 - $115.35 $8K - $12K
4.71K $543K
ITA
Ishares Tr

ETFs
-44
- 1.61%
$135.31 - $188.64 $5.95K - $8.3K
2.69K $507K
VB
Vanguard Small Cap ETF

ETFs
-396
- 3.32%
$193.73 - $237.37 $76.7K - $94K
11.5K $2.73M
ORCL
Oracle Corp

Technology
-1.77K
- 28.96%
$122.82 - $218.63 $217K - $386K
4.33K $946K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-77
- 1.65%
$113.67 - $150.4 $8.75K - $11.6K
4.6K $692K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-278
- 1.23%
$71.86 - $82.66 $20K - $23K
22.4K $1.85M
GS
Goldman Sachs Group Inc

Financial Services
-32
- 3.83%
$462.22 - $707.75 $14.8K - $22.6K
803 $568K
IWP
Ishares Russell Mid Cap Growth

ETFs
-284
- 3.86%
$104.34 - $138.68 $29.6K - $39.4K
7.07K $979K
AMD
Advanced Micro Devices Inc

Technology
-672
- 9.99%
$78.21 - $143.81 $52.6K - $96.6K
6.05K $859K
TSLA
Tesla, Inc.

Consumer Cyclical
-1.03K
- 11.98%
$221.86 - $362.89 $229K - $374K
7.57K $2.4M
CM
Canadian Imperial Bank Of Commerce

Financial Services
-13
- 0.1%
$54.6 - $70.83 $710 - $921
13.1K $926K
BAC
Bank Of America Corp

Financial Services
-2.11K
- 3.87%
$34.39 - $47.46 $72.4K - $100K
52.3K $2.48M
NFLX
Netflix Inc

Communication Services
-75
- 7.95%
$855.86 - $1339.13 $64.2K - $100K
868 $1.16M
GOOG
Alphabet Inc.

Communication Services
-922
- 4.2%
$146.58 - $180.01 $135K - $166K
21.1K $3.73M
WMT
Walmart Inc.

Consumer Defensive
-1.6K
- 3.39%
$81.79 - $99.98 $131K - $160K
45.6K $4.46M
META
Meta Platforms, Inc.

Communication Services
-164
- 3.56%
$484.66 - $738.09 $79.5K - $121K
4.44K $3.28M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-179
- 1.52%
$416.06 - $551.64 $74.5K - $98.7K
11.6K $6.39M
IEFA
Ishares Tr

ETFs
-3.58K
- 2.07%
$67.83 - $84.09 $243K - $301K
170K $14.2M
AVGO
Broadcom Inc.

Technology
-42
- 0.46%
$146.29 - $275.65 $6.14K - $11.6K
9.15K $2.52M
GOOGL
Alphabet Inc.

Communication Services
-5.91K
- 5.18%
$144.7 - $178.6 $854K - $1.05M
108K $19.1M
MSFT
Microsoft Corp

Technology
-907
- 4.33%
$354.56 - $497.45 $322K - $451K
20K $9.97M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.54K
- 2.68%
$167.32 - $223.3 $424K - $567K
92.3K $20.2M
AGOX
Starboard Invt Tr

ETFs
-24.7K
- 2.93%
$23.19 - $29.58 $573K - $731K
817K $24.2M
NVDA
Nvidia Corp

Technology
-10.2K
- 6.55%
$94.31 - $157.99 $966K - $1.62M
146K $23.1M
SPYG
Spdr Portfolio

ETFs
-9.13K
- 0.88%
$71.83 - $95.32 $656K - $870K
1.03M $98.4M
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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