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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
SPYVSpdr Ser Tr
Recent Activity
Increased 3.18%
9.87%
$81.303M
1.59M shares@ $51.14 avg price
SPYGSpdr Ser Tr
Recent Activity
Increased 1.82%
8.63%
$71.072M
808,553 shares@ $87.9 avg price
FBNDFidelity Merrimack Str Tr
Recent Activity
Increased 5.9%
8.02%
$66.018M
1.464M shares@ $45.11 avg price
IEMGIshares Inc
Recent Activity
Increased 2.39%
4.63%
$38.151M
730,584 shares@ $52.23 avg price
EFVIshares Tr
Recent Activity
Increased 3.53%
3.68%
$30.295M
577,379 shares@ $52.47 avg price
EFGIshares Tr
Recent Activity
Increased 3.86%
3.67%
$30.198M
311,871 shares@ $96.83 avg price
AGOXStarboard Invt Tr
Recent Activity
Increased 2.56%
2.67%
$21.956M
808,452 shares@ $27.16 avg price
AGGIshares Tr
Recent Activity
Increased 6.3%
2.67%
$21.942M
226,441 shares@ $96.91 avg price
IAGGIshares Tr
Recent Activity
Increased 4.73%
2.18%
$17.933M
359,240 shares@ $49.93 avg price
VIOGVanguard Admiral Fds Inc
Recent Activity
Increased 0.13%
2.01%
$16.485M
141,733 shares@ $116.31 avg price