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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
VOVanguard Index Fds
Recent Activity
Increased 4.09%
0.07%
$538,561
2,039 shares@ $264.13 avg price
DUKDuke Energy Corp New
Recent Activity
Increased 0.29%
0.07%
$527,775
4,899 shares@ $107.74 avg price
PXFInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 12.66%
0.07%
$524,922
10,961 shares@ $47.89 avg price
VOOVanguard Index Fds
Recent Activity
Increased 1.35%
0.06%
$488,909
907 shares@ $539.04 avg price
CGUSCapital Group Core Equity Et
Recent Activity
Increased 0.15%
0.05%
$411,421
11,765 shares@ $34.97 avg price
CGDVCapital Group Dividend Value
Recent Activity
Increased 0.2%
0.05%
$396,395
11,242 shares@ $35.27 avg price
SBUXStarbucks Corp
Recent Activity
Increased 2.34%
0.05%
$380,493
4,170 shares@ $91.25 avg price
ULUnilever Plc
Recent Activity
Increased 7.04%
0.05%
$378,755
6,680 shares@ $56.7 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 0.03%
0.05%
$374,351
4,664 shares@ $80.27 avg price
ULTAUlta Beauty Inc
Recent Activity
Increased 43.82%
0.05%
$364,036
837 shares@ $434.93 avg price