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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
VCLTVanguard Scottsdale Fds
Recent Activity
Exited
0%
$8.424M
103,706 shares@ $81.23 avg price
SMCISuper Micro Computer Inc
Recent Activity
Exited
0%
$294,811
708 shares@ $416.4 avg price
PRUPrudential Finl Inc
Recent Activity
Exited
0%
$290,294
2,397 shares@ $121.11 avg price
IXUSIshares Tr
Recent Activity
Exited
0%
$270,732
3,728 shares@ $72.63 avg price
SYYSysco Corp
Recent Activity
Exited
0%
$250,346
3,207 shares@ $78.07 avg price
XLRESelect Sector Spdr Tr
Recent Activity
Exited
0%
$250,335
5,604 shares@ $44.68 avg price
BABAAlibaba Group Hldg Ltd
Recent Activity
Exited
0%
$233,676
2,202 shares@ $106.12 avg price
ENVXEnovix Corporation
Recent Activity
Exited
0%
$227,214
24,327 shares@ $9.34 avg price
ESGEIshares Inc
Recent Activity
Exited
0%
$225,772
6,201 shares@ $36.41 avg price
BNDWVanguard Scottsdale Fds
Recent Activity
Exited
0%
$220,813
3,127 shares@ $70.62 avg price