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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
GSYInvesco Actively Managed Exc
Recent Activity
Decreased -2.82%
0.13%
$1.041M
20,770 shares@ $50.11 avg price
FVDFirst Tr Value Line Divid In
Recent Activity
Decreased -3.92%
0.13%
$1.031M
23,623 shares@ $43.64 avg price
UPSUnited Parcel Service Inc
Recent Activity
Increased 70.69%
0.13%
$1.008M
7,995 shares@ $126.11 avg price
AMATApplied Matls Inc
Recent Activity
Increased 0.84%
0.13%
$1.005M
6,182 shares@ $162.64 avg price
ORCLOracle Corp
Recent Activity
Increased 0.95%
0.13%
$1M
6,001 shares@ $166.65 avg price
IWPIshares Tr
Recent Activity
Decreased -2.98%
0.12%
$958,761
7,564 shares@ $126.76 avg price
UDECInnovator Etfs Trust
Recent Activity
0.12%
$924,797
26,355 shares@ $35.1 avg price
EWEdwards Lifesciences Corp
Recent Activity
Decreased -0.13%
0.12%
$920,563
12,435 shares@ $74.03 avg price
DONWisdomtree Tr
Recent Activity
Decreased -0.07%
0.11%
$889,437
17,449 shares@ $50.98 avg price
XMARFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -3.71%
0.11%
$847,876
23,422 shares@ $36.2 avg price