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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
BACBank America Corp
Recent Activity
Decreased -0.6%
0.29%
$2.342M
53,281 shares@ $43.95 avg price
AVGOBroadcom Inc
Recent Activity
Increased 0.83%
0.27%
$2.223M
9,588 shares@ $231.83 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -9.81%
0.26%
$2.116M
7,303 shares@ $289.8 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
IVVIshares Tr
Recent Activity
Decreased -1.73%
0.24%
$1.971M
3,348 shares@ $588.69 avg price
CINFCincinnati Finl Corp
Recent Activity
0.24%
$1.909M
13,208 shares@ $144.51 avg price
TFCTruist Finl Corp
Recent Activity
Decreased -4.45%
0.24%
$1.905M
43,909 shares@ $43.38 avg price
IVOOVanguard Admiral Fds Inc
Recent Activity
Decreased -0.3%
0.23%
$1.854M
17,574 shares@ $105.51 avg price
CWBSpdr Ser Tr
Recent Activity
Decreased -11.13%
0.22%
$1.785M
22,919 shares@ $77.89 avg price