test

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
VYMVanguard Whitehall Fds
Recent Activity
Increased 7.35%
1.2%
$9.836M
77,092 shares@ $127.6 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.57%
1.14%
$9.341M
22,162 shares@ $421.51 avg price
IMTBIshares Tr
Recent Activity
New Position
1.12%
$9.179M
216,250 shares@ $42.45 avg price
ANGLVaneck Etf Trust
Recent Activity
Increased 5.65%
1.09%
$8.978M
313,161 shares@ $28.68 avg price
SPMDSpdr Ser Tr
Recent Activity
Increased 7.14%
0.96%
$7.861M
143,730 shares@ $54.7 avg price
SPSMSpdr Ser Tr
Recent Activity
Increased 5.71%
0.94%
$7.71M
171,643 shares@ $44.93 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -0.03%
0.75%
$6.14M
12,009 shares@ $511.25 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 13.86%
0.68%
$5.586M
23,303 shares@ $239.71 avg price
MOAltria Group Inc
Recent Activity
Increased 5.97%
0.68%
$5.577M
104,623 shares@ $53.31 avg price
WMTWalmart Inc
Recent Activity
Decreased -1.49%
0.53%
$4.324M
47,749 shares@ $90.56 avg price