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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
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
FDVVFidelity Covington Trust
Recent Activity
Increased 2.28%
0.15%
$1.224M
24,500 shares@ $49.95 avg price
CVXChevron Corp New
Recent Activity
Increased 47.2%
0.15%
$1.202M
8,299 shares@ $144.85 avg price
FSEPFirst Tr Exchng Traded Fd Vi
Recent Activity
0.15%
$1.188M
26,007 shares@ $45.7 avg price
MUMicron Technology Inc
Recent Activity
Increased 1.56%
0.15%
$1.179M
13,987 shares@ $84.28 avg price
HDHome Depot Inc
Recent Activity
Decreased -1.64%
0.14%
$1.114M
2,863 shares@ $389.04 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -4.26%
0.14%
$1.096M
5,528 shares@ $198.2 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -27.81%
0.14%
$1.076M
7,003 shares@ $153.63 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Increased 0.13%
0.14%
$1.075M
5,429 shares@ $198.08 avg price