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Maxim Meyers

@Octavia Wealth Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$824.142MTotal holdings221
Assets growth rate1.55%Assets growth rate (2-Q avg)6.05%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Octavia Wealth Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 221 positions.

Assets under management

The assets under management (AUM) of Octavia Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 824.142M in assets, with a quarterly growth rate of 1.55% and a 2-quarter average growth rate of 6.05%. The portfolio is managed by Maxim Meyers, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -0.93%
5.87%
$48.371M
193,158 shares@ $250.43 avg price
JQUAJ P Morgan Exchange Traded F
Recent Activity
Decreased -0.27%
3.02%
$24.821M
433,406 shares@ $57.28 avg price
NVDANvidia Corporation
Recent Activity
Decreased -1.84%
2.57%
$21.139M
157,416 shares@ $134.3 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -4.35%
2.56%
$21.06M
95,992 shares@ $219.4 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -0.41%
2.55%
$20.986M
110,863 shares@ $189.3 avg price
VIOVVanguard Admiral Fds Inc
Recent Activity
Decreased -0.4%
2.07%
$17.004M
182,192 shares@ $93.33 avg price
IVOVVanguard Admiral Fds Inc
Recent Activity
Decreased -0.12%
2.06%
$16.931M
177,186 shares@ $95.56 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.57%
1.14%
$9.341M
22,162 shares@ $421.51 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -0.03%
0.75%
$6.14M
12,009 shares@ $511.25 avg price
WMTWalmart Inc
Recent Activity
Decreased -1.49%
0.53%
$4.324M
47,749 shares@ $90.56 avg price