Maxim Meyers

@Octavia Wealth Advisors, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$824.142M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
CATCaterpillar Inc Recent Activity Increased 0.48%	0.03%	$231,431 638 shares@ $362.75 avg price	Increased 0.48%
TMOThermo Fisher Scientific Inc Recent Activity Increased 1.89%	0.03%	$225,428 433 shares@ $520.62 avg price	Increased 1.89%
CMCSAComcast Corp New Recent Activity Increased 3.71%	0.03%	$224,559 5,983 shares@ $37.54 avg price	Increased 3.71%
WTIW & T Offshore Inc Recent Activity Increased 6.57%	0.01%	$38,280 23,060 shares@ $1.67 avg price	Increased 6.57%