Octavia Wealth Advisors, LLC Portfolio Holdings
Octavia Wealth Advisors, LLC
- $674 Million
- Q1 2024
Octavia Wealth Advisors, LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $674 Million distributed in 218 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 Value E with a value of $68.1M, Fidelity Merrimack Str Tr Tota with a value of $57.3M, Spdr Portfolio with a value of $47.7M, Apple Inc. with a value of $35.5M, and Ishares Inc with a value of $31.9M.
Examining the 13F form we can see an increase of $109M in the current position value, from $565M to 674M.
Below you can find more details about Octavia Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 218
- Current Value $674 Million
- Prior Value $565 Million
- Filing
- Period Q1 2024
- Filing Date April 15, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 21 stocks
- Additional Purchases 50 stocks
- Sold out of 0 stocks
- Reduced holdings in 134 stocks