Octavia Wealth Advisors, LLC ETFs

Octavia Wealth Advisors, LLC

  • $871 Million
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$657,000 0.08% of portfolio
16,184
Q2 2025 Added 0.41%
$0
$645,000 0.07% of portfolio
11,235
Q1 2025 Added 2.5%
$0
$628,000 0.07% of portfolio
6,243
Q2 2025 Added 31.13%
$0
$549,000 0.06% of portfolio
1,963
Q2 2025 Added 0.46%
$0
$537,000 0.06% of portfolio
10,182
Q2 2025 Reduced 23.4%
$0
$518,000 0.06% of portfolio
11,305
Q2 2025 Reduced 11.63%
$0
$509,000 0.06% of portfolio
897
Q2 2025 Reduced 6.56%
$0
$507,000 0.06% of portfolio
2,692
Q2 2025 Reduced 1.61%
$0
$488,000 0.06% of portfolio
9,633
Q2 2025 Reduced 28.44%
$0
$481,000 0.06% of portfolio
18,041
Q2 2025 Added 92.62%
$0
$478,000 0.05% of portfolio
16,251
Q4 2024 Reduced 2.16%
$0
$468,000 0.05% of portfolio
10,472
Q4 2024 Reduced 5.22%
$0
$460,000 0.05% of portfolio
2,801
Q2 2025 Reduced 13.07%
$0
$444,000 0.05% of portfolio
11,244
Q2 2025 Reduced 0.26%
$0
$415,000 0.05% of portfolio
733
Q2 2025 Reduced 0.54%
$0
$402,000 0.05% of portfolio
1,865
Q2 2025 Reduced 17.4%
$0
$393,000 0.05% of portfolio
3,095
Q2 2025 Reduced 8.05%
$0
$373,000 0.04% of portfolio
2,048
Q2 2025 Reduced 1.44%
$0
$368,000 0.04% of portfolio
1,322
Q2 2025 Added 1.38%
$0
$363,000 0.04% of portfolio
4,483
Q2 2025 Reduced 6.21%
$0
$351,000 0.04% of portfolio
7,065
Q2 2025 New
$0
$342,000 0.04% of portfolio
3,136
Q2 2025 Reduced 13.03%
$0
$339,000 0.04% of portfolio
6,915
Q2 2025 Reduced 16.48%
$0
$339,000 0.04% of portfolio
10,997
Q2 2025 Reduced 8.11%
$0
$329,000 0.04% of portfolio
1,300
Q2 2025 Added 7.62%
$0
$324,000 0.04% of portfolio
10,156
Q2 2025 Added 1.72%
$0
$319,000 0.04% of portfolio
4,336
Q2 2025 Reduced 5.51%
$0
$309,000 0.04% of portfolio
2,813
Q2 2025 Added 2.07%
$0
$306,000 0.04% of portfolio
1,236
Q2 2025 Reduced 14.88%
$0
$285,000 0.03% of portfolio
10,532
Q2 2025 Added 1.63%
$0
$285,000 0.03% of portfolio
5,620
Q2 2025 Added 0.43%
$0
$278,000 0.03% of portfolio
2,212
Q2 2025 Reduced 18.23%
$0
$277,000 0.03% of portfolio
1,811
Q2 2025 Added 0.06%
$0
$274,000 0.03% of portfolio
11,011
Q2 2025 Reduced 0.16%
$0
$273,000 0.03% of portfolio
2,943
Q2 2025 Reduced 0.94%
$0
$270,000 0.03% of portfolio
1,383
Q2 2025 Added 31.71%
$0
$269,000 0.03% of portfolio
3,172
Q2 2025 Reduced 12.88%
$0
$268,000 0.03% of portfolio
3,001
Q2 2025 Reduced 3.29%
$0
$265,000 0.03% of portfolio
4,866
Q2 2025 Added 12.85%
$0
$260,000 0.03% of portfolio
2,751
Q2 2025 Reduced 1.01%
$0
$259,000 0.03% of portfolio
2,826
Q2 2025 Reduced 12.7%
$0
$258,000 0.03% of portfolio
2,360
Q2 2025 Reduced 1.05%
$0
$255,000 0.03% of portfolio
10,022
Q2 2025 Added 0.42%
$0
$243,000 0.03% of portfolio
5,846
Q1 2025 Reduced 4.02%
$0
$241,000 0.03% of portfolio
1,103
Q1 2025 Reduced 3.25%
$0
$232,000 0.03% of portfolio
4,584
Q2 2025 New
$0
$217,000 0.02% of portfolio
3,472
Q3 2024 New
$0
$212,000 0.02% of portfolio
3,362
Q2 2025 Reduced 32.53%
$0
$212,000 0.02% of portfolio
4,452
Q2 2022 Reduced 46.26%
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