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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
DBEMDbx Etf Tr
Recent Activity
Exited
0%
$203,952
7,749 shares@ $26.32 avg price
ORealty Income Corp
Recent Activity
Exited
0%
$203,007
3,201 shares@ $63.42 avg price
MCHPMicrochip Technology Inc.
Recent Activity
Exited
0%
$200,737
2,500 shares@ $80.3 avg price
PATHUipath Inc
Recent Activity
Exited
0%
$132,109
10,321 shares@ $12.81 avg price
FLUXFlux Pwr Hldgs Inc
Recent Activity
Exited
0%
$30,759
10,118 shares@ $3.05 avg price