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Octavia Wealth Advisors

Latest statistics and disclosures from Octavia Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPYV, SPYG, FBND, AAPL, IEMG, and represent 37.00% of Octavia Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: IMTB (+$9.2M), FBND, SPYV, IEFA, AGG, SPYG, EFG, EFV, IEMG, IAGG.
Started 13 new stock positions in JMIA, ESGV, MUC, OKTA, UUP, BIL, GBTC, SPOT, GM, EMXC. IMTB, RIO, VALE.
Reduced shares in these 10 stocks: , AMZN, AAPL, QCOM, NVDA, BA, KEY, , PRU, .
Sold out of its positions in BABA, DBEM, ENVX, FLUX, IXUS, ESGE, MCHP, PRU, O, XLRE. Super Micro Computer, SYY, PATH, BNDW, VCLT.
Octavia Wealth Advisors was a net buyer of stock by $14M.
Octavia Wealth Advisors has $824M in assets under management (AUM), dropping by 1.55%.
Central Index Key (CIK): 0001841259

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Portfolio Holdings for Octavia Wealth Advisors

Octavia Wealth Advisors holds 221 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	9.9	$81M	+3%	1.6M	51.14	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	8.6	$71M		809k	87.90	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	8.0	$66M	+5%	1.5M	45.11	View chart
Apple (AAPL)	5.9	$48M		193k	250.42	View chart
Ishares Core Msci Emkt (IEMG)	4.6	$38M	+2%	731k	52.22	View chart
Ishares Tr Eafe Value Etf (EFV)	3.7	$30M	+3%	577k	52.47	View chart
Ishares Tr Eafe Grwth Etf (EFG)	3.7	$30M	+3%	312k	96.83	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	3.0	$25M		433k	57.27	View chart
Starboard Invt Tr Adaptive Alpha (AGOX)	2.7	$22M	+2%	809k	27.16	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.7	$22M	+6%	226k	96.90	View chart
NVIDIA Corporation (NVDA)	2.6	$21M		157k	134.29	View chart
Amazon (AMZN)	2.6	$21M	-4%	96k	219.39	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.5	$21M		111k	189.30	View chart
Ishares Tr Core Intl Aggr (IAGG)	2.2	$18M	+4%	359k	49.92	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	2.1	$17M		182k	93.33	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	2.1	$17M		177k	95.56	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	2.0	$17M		142k	116.31	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	2.0	$17M		146k	112.69	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.7	$14M	+11%	202k	70.28	View chart
Procter & Gamble Company (PG)	1.2	$10M		60k	167.65	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.2	$9.8M	+7%	77k	127.59	View chart
Microsoft Corporation (MSFT)	1.1	$9.3M		22k	421.51	View chart
Ishares Tr Cr 5 10 Yr Etf (IMTB)	1.1	$9.2M	NEW	216k	42.44	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.1	$9.0M	+5%	313k	28.67	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	1.0	$7.9M	+7%	144k	54.69	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.9	$7.7M	+5%	172k	44.92	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$6.1M		12k	511.25	View chart
JPMorgan Chase & Co. (JPM)	0.7	$5.6M	+13%	23k	239.71	View chart
Altria (MO)	0.7	$5.6M	+5%	105k	53.30	View chart
Wal-Mart Stores (WMT)	0.5	$4.3M		48k	90.56	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$4.1M		22k	190.44	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$3.6M		6.1k	588.06	View chart
Tesla Motors (TSLA)	0.4	$3.4M		8.4k	403.84	View chart
Waste Management (WM)	0.4	$3.4M		17k	201.79	View chart
Philip Morris International (PM)	0.4	$3.1M		26k	121.70	View chart
Pepsi (PEP)	0.4	$3.0M	+8%	19k	153.41	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$2.9M		12k	240.28	View chart
Meta Platforms Cl A (META)	0.3	$2.7M		4.7k	585.47	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$2.6M		5.7k	453.28	View chart
Ishares Tr Broad Usd High (USHY)	0.3	$2.5M	+6%	68k	36.79	View chart
Bank of America Corporation (BAC)	0.3	$2.3M		53k	43.95	View chart
Broadcom (AVGO)	0.3	$2.2M		9.6k	231.83	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$2.1M	-9%	7.3k	289.79	View chart
Johnson & Johnson (JNJ)	0.2	$2.0M	+3%	14k	144.62	View chart
Shell Spon Ads (SHEL)	0.2	$2.0M		32k	62.65	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$2.0M		3.3k	588.68	View chart
Cincinnati Financial Corporation (CINF)	0.2	$1.9M		13k	144.51	View chart
Truist Financial Corp equities (TFC)	0.2	$1.9M	-4%	44k	43.38	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.2	$1.9M		18k	105.50	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.2	$1.8M	-11%	23k	77.89	View chart
Visa Com Cl A (V)	0.2	$1.8M		5.6k	316.06	View chart
Verizon Communications (VZ)	0.2	$1.7M	-6%	43k	39.99	View chart
Palantir Technologies Cl A (PLTR)	0.2	$1.7M		23k	75.63	View chart
Costco Wholesale Corporation (COST)	0.2	$1.6M		1.8k	916.46	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$1.6M	-11%	31k	50.88	View chart
Kroger (KR)	0.2	$1.5M		25k	61.15	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$1.5M		24k	62.31	View chart
Coca-Cola Company (KO)	0.2	$1.4M		23k	62.26	View chart
Nike CL B (NKE)	0.2	$1.4M	+8%	19k	76.06	View chart
salesforce (CRM)	0.2	$1.4M		4.1k	334.76	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.2	$1.3M	-5%	15k	90.35	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$1.3M	-4%	17k	78.01	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$1.2M	+2%	25k	49.94	View chart
Chevron Corporation (CVX)	0.1	$1.2M	+47%	8.3k	144.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.1	$1.2M		26k	45.70	View chart
Micron Technology (MU)	0.1	$1.2M		14k	84.27	View chart
Home Depot (HD)	0.1	$1.1M		2.9k	389.04	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.1M	-4%	5.5k	198.20	View chart
Qualcomm (QCOM)	0.1	$1.1M	-27%	7.0k	153.62	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$1.1M		5.4k	198.08	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$1.0M	-2%	21k	50.11	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$1.0M	-3%	24k	43.64	View chart
United Parcel Service CL B (UPS)	0.1	$1.0M	+70%	8.0k	126.10	View chart
Applied Materials (AMAT)	0.1	$1.0M		6.2k	162.63	View chart
Oracle Corporation (ORCL)	0.1	$1.0M		6.0k	166.64	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$959k	-2%	7.6k	126.75	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.1	$925k		26k	35.09	View chart
Edwards Lifesciences (EW)	0.1	$921k		12k	74.03	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$889k		17k	50.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR)	0.1	$848k	-3%	23k	36.20	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$847k	-16%	4.9k	172.42	View chart
Cibc Cad (CM)	0.1	$846k	-10%	13k	63.90	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.1	$832k	-6%	16k	52.72	View chart
FedEx Corporation (FDX)	0.1	$761k		2.7k	282.76	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.1	$757k	+8%	27k	28.32	View chart
Advanced Micro Devices (AMD)	0.1	$753k	+9%	6.2k	120.79	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$730k		8.0k	90.92	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$698k	-10%	2.0k	342.16	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$688k		13k	51.70	View chart
Ishares Tr Ultra Short-term (ICSH)	0.1	$679k		14k	50.43	View chart
Lockheed Martin Corporation (LMT)	0.1	$676k		1.4k	486.10	View chart
Abbvie (ABBV)	0.1	$669k	+2%	3.8k	177.69	View chart
Merck & Co (MRK)	0.1	$654k		6.5k	100.29	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$652k		4.7k	139.36	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$650k	-9%	1.6k	410.52	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$644k	-2%	13k	48.33	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$629k		17k	37.17	View chart
Amgen (AMGN)	0.1	$625k		2.4k	260.59	View chart
Netflix (NFLX)	0.1	$613k	-2%	688.00	891.32	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$599k	-8%	13k	46.24	View chart
Pfizer (PFE)	0.1	$588k	+49%	22k	26.53	View chart
Marvell Technology (MRVL)	0.1	$583k		5.3k	110.45	View chart
Stryker Corporation (SYK)	0.1	$576k		1.6k	360.89	View chart
Eli Lilly & Co. (LLY)	0.1	$568k	+25%	735.00	772.14	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$566k	+3%	3.2k	178.10	View chart
Shopify Cl A (SHOP)	0.1	$563k	-4%	5.3k	106.33	View chart
Sempra Energy (SRE)	0.1	$563k		6.4k	88.34	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$561k	+12%	2.3k	242.13	View chart
Exxon Mobil Corporation (XOM)	0.1	$545k	-4%	5.1k	107.58	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$539k	+14%	10k	53.05	View chart
Walt Disney Company (DIS)	0.1	$539k	-16%	4.8k	111.85	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$539k	+4%	2.0k	264.13	View chart
Rockwell Automation (ROK)	0.1	$538k		1.9k	285.79	View chart
Fifth Third Ban (FITB)	0.1	$528k	-25%	12k	42.65	View chart
Duke Energy Corp Com New (DUK)	0.1	$528k		4.9k	107.73	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	0.1	$525k	+12%	11k	47.89	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$517k	-4%	3.2k	161.78	View chart
Raytheon Technologies Corp (RTX)	0.1	$510k		4.4k	115.71	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$494k		2.2k	220.93	View chart
Charles Schwab Corporation (SCHW)	0.1	$493k	-10%	6.7k	74.01	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$489k		907.00	539.04	View chart
Goldman Sachs (GS)	0.1	$484k	-3%	846.00	572.62	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$471k	-5%	2.4k	195.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.1	$449k	-2%	16k	27.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.1	$446k	-5%	11k	42.63	View chart
Simon Property (SPG)	0.1	$436k		2.5k	172.23	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.1	$432k	-8%	18k	24.65	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$421k		737.00	571.66	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$414k		3.6k	115.21	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.0	$411k		12k	34.97	View chart
Abbott Laboratories (ABT)	0.0	$408k	-4%	3.6k	113.11	View chart
Spotify Technology S A SHS (SPOT)	0.0	$400k	NEW	895.00	447.38	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$398k		2.7k	145.37	View chart
Vanguard World Financials Etf (VFH)	0.0	$397k		3.4k	118.08	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.0	$396k		11k	35.26	View chart
Mastercard Incorporated Cl A (MA)	0.0	$394k	-6%	749.00	526.57	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$390k	-4%	3.9k	99.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.0	$385k		8.3k	46.54	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$382k	-19%	615.00	621.40	View chart
Starbucks Corporation (SBUX)	0.0	$381k	+2%	4.2k	91.25	View chart
Unilever Spon Adr New (UL)	0.0	$379k	+7%	6.7k	56.70	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$374k		4.7k	80.26	View chart
Ishares Tr Asia 50 Etf (AIA)	0.0	$370k		5.5k	67.83	View chart
Vanguard World Health Car Etf (VHT)	0.0	$368k		1.5k	253.69	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	0.0	$368k		12k	30.73	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.0	$364k	+43%	837.00	434.93	View chart
Spdr Ser Tr S&p Oilgas Exp (XOP)	0.0	$360k		2.7k	132.37	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$350k		1.5k	232.52	View chart
Ge Aerospace Com New (GE)	0.0	$347k	-6%	2.1k	167.06	View chart
UnitedHealth (UNH)	0.0	$345k	-12%	682.00	505.86	View chart
Copart (CPRT)	0.0	$340k	-22%	5.9k	57.39	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$335k		785.00	426.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SNOV)	0.0	$324k	+16%	14k	23.10	View chart
Cisco Systems (CSCO)	0.0	$323k	+2%	5.5k	59.20	View chart
Okta Cl A (OKTA)	0.0	$318k	NEW	4.0k	78.80	View chart
Enbridge (ENB)	0.0	$316k	-3%	7.4k	42.43	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$313k	-3%	3.7k	85.65	View chart
Progressive Corporation (PGR)	0.0	$313k		1.3k	239.61	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.0	$308k		11k	29.22	View chart
Cheniere Energy Com New (LNG)	0.0	$306k	-4%	1.4k	214.87	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$305k	-29%	1.3k	242.20	View chart
Cintas Corporation (CTAS)	0.0	$305k		1.7k	182.70	View chart
Boeing Company (BA)	0.0	$302k	-56%	1.7k	177.00	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.0	$300k	+37%	6.0k	50.20	View chart
CVS Caremark Corporation (CVS)	0.0	$298k	-24%	6.6k	44.89	View chart
Marriott Intl Cl A (MAR)	0.0	$295k		1.1k	278.93	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$295k	+6%	4.1k	71.91	View chart
Honeywell International (HON)	0.0	$290k		1.3k	225.96	View chart
Palo Alto Networks (PANW)	0.0	$289k	+89%	1.6k	181.96	View chart
McDonald's Corporation (MCD)	0.0	$287k		988.00	290.00	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$286k		3.2k	88.40	View chart
At&t (T)	0.0	$285k	-6%	13k	22.77	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$285k	NEW	5.1k	55.45	View chart
Wells Fargo & Company (WFC)	0.0	$283k	-8%	4.0k	70.24	View chart
Rio Tinto Sponsored Adr (RIO)	0.0	$283k	NEW	4.8k	58.81	View chart
Adobe Systems Incorporated (ADBE)	0.0	$282k	-4%	635.00	444.68	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.0	$282k		9.5k	29.86	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.0	$281k		11k	24.67	View chart
American Express Company (AXP)	0.0	$281k		948.00	296.79	View chart
American Healthcare Reit Com Shs (AHR)	0.0	$276k		9.6k	28.67	View chart
Nxp Semiconductors N V (NXPI)	0.0	$275k	+50%	1.3k	208.43	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Basc (PYZ)	0.0	$270k		3.1k	86.77	View chart
Booking Holdings (BKNG)	0.0	$268k	-3%	54.00	4968.43	View chart
Northrop Grumman Corporation (NOC)	0.0	$268k		570.00	469.29	View chart
Servicenow (NOW)	0.0	$264k		249.00	1060.12	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.0	$262k		1.8k	144.70	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$261k		2.8k	92.58	View chart
Paycor Hcm (PYCR)	0.0	$260k	+38%	14k	18.57	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.0	$254k	-10%	6.1k	41.73	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.0	$254k		10k	25.45	View chart
Invesco Db Us Dlr Index Tr Bullish Fd (UUP)	0.0	$251k	NEW	8.5k	29.42	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.0	$250k	NEW	2.7k	91.43	View chart
Block Cl A (SQ)	0.0	$250k	-6%	2.9k	84.99	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$242k	+68%	9.4k	25.83	View chart
Range Resources (RRC)	0.0	$241k		6.7k	35.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.0	$241k		6.1k	39.68	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$241k		1.1k	211.40	View chart
Southern Company (SO)	0.0	$238k	-8%	2.9k	82.32	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$238k	NEW	3.2k	74.02	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$238k	-3%	2.3k	101.53	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$237k	-2%	3.1k	75.61	View chart
Caterpillar (CAT)	0.0	$231k		638.00	362.74	View chart
Us Bancorp Del Com New (USB)	0.0	$228k	-10%	4.7k	48.33	View chart
Thermo Fisher Scientific (TMO)	0.0	$225k		433.00	520.62	View chart
Comcast Corp Cl A (CMCSA)	0.0	$225k	+3%	6.0k	37.53	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$225k	NEW	2.1k	104.89	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$222k		1.7k	131.29	View chart
Key (KEY)	0.0	$221k	-58%	13k	17.14	View chart
Paypal Holdings (PYPL)	0.0	$217k	-3%	2.5k	85.35	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.0	$211k		4.5k	47.39	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$210k	-3%	597.00	351.81	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$203k	-34%	12k	16.42	View chart
General Motors Company (GM)	0.0	$203k	NEW	3.8k	53.27	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$203k		3.5k	58.35	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$200k		2.7k	74.73	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.0	$120k	NEW	11k	10.63	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.0	$107k		15k	7.13	View chart
Vale S A Sponsored Ads (VALE)	0.0	$101k	NEW	11k	8.95	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$67k		25k	2.72	View chart
Jumia Technologies Sponsored Ads (JMIA)	0.0	$63k	NEW	16k	3.82	View chart
W&T Offshore (WTI)	0.0	$38k	+6%	23k	1.66	View chart

Past Filings by Octavia Wealth Advisors

SEC 13F filings are viewable for Octavia Wealth Advisors going back to 2020

Octavia Wealth Advisors 2024 Q4 filed Jan. 17, 2025
Octavia Wealth Advisors 2024 Q3 filed Oct. 10, 2024
Octavia Wealth Advisors 2024 Q2 filed Aug. 2, 2024
Octavia Wealth Advisors 2024 Q1 filed April 15, 2024
Octavia Wealth Advisors 2023 Q4 filed Jan. 30, 2024
Octavia Wealth Advisors 2023 Q3 filed Oct. 30, 2023
Octavia Wealth Advisors 2023 Q2 filed July 18, 2023
Octavia Wealth Advisors 2023 Q1 filed April 20, 2023
Octavia Wealth Advisors 2022 Q4 filed Jan. 19, 2023
Octavia Wealth Advisors 2022 Q3 filed Oct. 17, 2022
Octavia Wealth Advisors 2022 Q2 filed July 18, 2022
Octavia Wealth Advisors 2022 Q1 filed April 20, 2022
Octavia Wealth Advisors 2021 Q4 filed Jan. 28, 2022
Octavia Wealth Advisors 2021 Q3 filed Nov. 12, 2021
Octavia Wealth Advisors 2021 Q2 filed July 26, 2021
Octavia Wealth Advisors 2021 Q1 filed May 10, 2021

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