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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
IGSBIshares Tr
Recent Activity
Increased 0.06%
0.09%
$687,546
13,299 shares@ $51.7 avg price
ABBVAbbvie Inc
Recent Activity
Increased 2.29%
0.09%
$669,168
3,766 shares@ $177.69 avg price
AMGNAmgen Inc
Recent Activity
Increased 1.74%
0.08%
$625,408
2,400 shares@ $260.59 avg price
PFEPfizer Inc
Recent Activity
Increased 49.32%
0.08%
$587,872
22,159 shares@ $26.53 avg price
MRVLMarvell Technology Inc
Recent Activity
Increased 0.14%
0.08%
$583,193
5,280 shares@ $110.46 avg price
SYKStryker Corporation
Recent Activity
Increased 0.07%
0.07%
$575,620
1,595 shares@ $360.9 avg price
LLYEli Lilly & Co
Recent Activity
Increased 25%
0.07%
$567,520
735 shares@ $772.14 avg price
QUALIshares Tr
Recent Activity
Increased 3.69%
0.07%
$565,638
3,176 shares@ $178.1 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 12.75%
0.07%
$561,257
2,318 shares@ $242.13 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
Increased 14.68%
0.07%
$539,200
10,164 shares@ $53.05 avg price