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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
CWBSpdr Ser Tr
Recent Activity
Decreased -11.13%
0.22%
$1.785M
22,919 shares@ $77.89 avg price
VVisa Inc
Recent Activity
Decreased -1.3%
0.22%
$1.775M
5,617 shares@ $316.07 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -6.03%
0.21%
$1.702M
42,563 shares@ $40.0 avg price
PLTRPalantir Technologies Inc
Recent Activity
Decreased -1.12%
0.21%
$1.699M
22,467 shares@ $75.63 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -0.16%
0.2%
$1.644M
1,794 shares@ $916.46 avg price
FLOTIshares Tr
Recent Activity
Decreased -11.99%
0.2%
$1.573M
30,909 shares@ $50.88 avg price
IJHIshares Tr
Recent Activity
Decreased -0.06%
0.19%
$1.496M
24,012 shares@ $62.32 avg price
CRMSalesforce Inc
Recent Activity
Decreased -1.35%
0.17%
$1.386M
4,139 shares@ $334.77 avg price
SLYGSpdr Ser Tr
Recent Activity
Decreased -5.15%
0.17%
$1.322M
14,635 shares@ $90.35 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Decreased -4.9%
0.16%
$1.285M
16,472 shares@ $78.01 avg price