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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
PEPPepsico Inc
Recent Activity
Increased 8.06%
0.37%
$2.98M
19,425 shares@ $153.42 avg price
VBVanguard Index Fds
Recent Activity
Increased 1.11%
0.36%
$2.935M
12,216 shares@ $240.29 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.63%
0.34%
$2.724M
4,653 shares@ $585.48 avg price
USHYIshares Tr
Recent Activity
Increased 6.75%
0.31%
$2.513M
68,302 shares@ $36.79 avg price
AVGOBroadcom Inc
Recent Activity
Increased 0.83%
0.27%
$2.223M
9,588 shares@ $231.83 avg price
JNJJohnson & Johnson
Recent Activity
Increased 3.33%
0.25%
$2.008M
13,885 shares@ $144.63 avg price
SHELShell Plc
Recent Activity
Increased 0.03%
0.24%
$1.971M
31,459 shares@ $62.66 avg price
KRKroger Co
Recent Activity
Increased 0.06%
0.19%
$1.513M
24,734 shares@ $61.16 avg price
KOCoca Cola Co
Recent Activity
Increased 1.98%
0.18%
$1.446M
23,231 shares@ $62.26 avg price
NKENike Inc
Recent Activity
Increased 8.93%
0.18%
$1.432M
18,825 shares@ $76.06 avg price