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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
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
IAGGIshares Tr
Recent Activity
Increased 4.73%
2.18%
$17.933M
359,240 shares@ $49.93 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
VIOGVanguard Admiral Fds Inc
Recent Activity
Increased 0.13%
2.01%
$16.485M
141,733 shares@ $116.31 avg price
IVOGVanguard Admiral Fds Inc
Recent Activity
Increased 0.58%
2%
$16.465M
146,110 shares@ $112.7 avg price
IEFAIshares Tr
Recent Activity
Increased 11.13%
1.73%
$14.204M
202,105 shares@ $70.28 avg price
PGProcter And Gamble Co
Recent Activity
Increased 0.68%
1.23%
$10.099M
60,241 shares@ $167.65 avg price