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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
SNOVFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 16.34%
0.04%
$323,539
14,006 shares@ $23.11 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 2.12%
0.04%
$322,804
5,453 shares@ $59.2 avg price
CGGOCapital Group Gbl Growth Eqt
Recent Activity
Increased 0.55%
0.04%
$307,871
10,536 shares@ $29.23 avg price
USTBVictory Portfolios Ii
Recent Activity
Increased 37.91%
0.04%
$300,432
5,985 shares@ $50.2 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 6.25%
0.04%
$294,767
4,099 shares@ $71.92 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 89.07%
0.04%
$289,316
1,590 shares@ $181.96 avg price
CGXUCapital Group Intl Focus Eqt
Recent Activity
Increased 1.45%
0.04%
$281,394
11,406 shares@ $24.68 avg price
NXPINxp Semiconductors N V
Recent Activity
Increased 50.12%
0.04%
$275,330
1,321 shares@ $208.43 avg price
PYCRPaycor Hcm Inc
Recent Activity
Increased 38.47%
0.04%
$260,017
14,002 shares@ $18.57 avg price
SCHPSchwab Strategic Tr
Recent Activity
Increased 68.28%
0.03%
$241,924
9,366 shares@ $25.84 avg price