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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
BXBlackstone Inc
Recent Activity
Decreased -16.23%
0.11%
$847,121
4,913 shares@ $172.43 avg price
CMCanadian Imperial Bk Comm
Recent Activity
Decreased -10.99%
0.11%
$845,502
13,231 shares@ $63.91 avg price
DWMWisdomtree Tr
Recent Activity
Decreased -6.59%
0.11%
$832,336
15,789 shares@ $52.72 avg price
FDXFedex Corp
Recent Activity
Decreased -0.48%
0.1%
$760,900
2,691 shares@ $282.76 avg price
IDHQInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 8.43%
0.1%
$756,840
26,725 shares@ $28.32 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 9.51%
0.1%
$753,126
6,235 shares@ $120.8 avg price
IJKIshares Tr
Recent Activity
Increased 0.02%
0.09%
$729,487
8,023 shares@ $90.93 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Decreased -10.96%
0.09%
$697,664
2,039 shares@ $342.16 avg price
IGSBIshares Tr
Recent Activity
Increased 0.06%
0.09%
$687,546
13,299 shares@ $51.7 avg price
ICSHIshares Tr
Recent Activity
Decreased -1.88%
0.09%
$678,868
13,462 shares@ $50.43 avg price