Octavia Wealth Advisors

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

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Positions held by Octavia Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Octavia Wealth Advisors

Octavia Wealth Advisors holds 231 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 12.4 $102M +25% 2.0M 51.07
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 10.2 $84M +28% 1.0M 80.37
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 8.2 $68M 1.5M 45.83
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Apple (AAPL) 5.2 $43M 193k 222.13
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Ishares Core Msci Emkt (IEMG) 4.8 $39M 729k 53.97
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Ishares Tr Eafe Value Etf (EFV) 3.1 $25M -25% 429k 58.94
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Ishares Tr Eafe Grwth Etf (EFG) 3.0 $24M -21% 244k 100.00
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Ishares Tr Core Us Aggbd Et (AGG) 2.9 $24M +7% 244k 98.92
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Ishares Tr Cr 5 10 Yr Etf (IMTB) 2.6 $21M +124% 485k 43.40
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Starboard Invt Tr Adaptive Alpha (AGOX) 2.5 $21M +4% 842k 24.47
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Amazon (AMZN) 2.2 $18M 95k 190.26
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Alphabet Cap Stk Cl A (GOOGL) 2.1 $18M +2% 114k 154.64
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Vanguard Admiral Fds Midcp 400 Val (IVOV) 2.1 $17M +5% 187k 92.04
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NVIDIA Corporation (NVDA) 2.1 $17M 156k 108.39
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 2.1 $17M -30% 299k 56.47
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Vanguard Admiral Fds Midcp 400 Grth (IVOG) 2.0 $17M +10% 162k 103.17
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Spdr Ser Tr Portfolio S&p600 (SPSM) 2.0 $16M +130% 396k 40.76
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Ishares Tr Core Msci Eafe (IEFA) 1.6 $13M -14% 173k 75.65
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Ishares Tr Core Intl Aggr (IAGG) 1.3 $11M -40% 214k 49.99
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Procter & Gamble Company (PG) 1.3 $10M 61k 170.42
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.2 $9.9M +9% 344k 28.86
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Vanguard Whitehall Fds High Div Yld (VYM) 1.1 $9.4M -5% 73k 128.96
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Spdr Ser Tr Portfolio S&p400 (SPMD) 1.1 $8.8M +19% 172k 51.18
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Ishares Tr 10-20 Yr Trs Etf (TLH) 1.0 $8.1M NEW 79k 103.75
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Microsoft Corporation (MSFT) 1.0 $7.9M -5% 21k 375.40
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Pacer Fds Tr Pac Asset Fltg (FLRT) 0.9 $7.2M NEW 152k 47.09
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Altria (MO) 0.9 $7.0M +9% 115k 61.04
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $5.5M -2% 12k 469.65
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JPMorgan Chase & Co. (JPM) 0.6 $5.1M -10% 21k 245.30
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Wal-Mart Stores (WMT) 0.5 $4.2M 47k 88.02
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Waste Management (WM) 0.5 $3.8M -2% 16k 231.51
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Philip Morris International (PM) 0.5 $3.8M -8% 24k 160.08
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Alphabet Cap Stk Cl C (GOOG) 0.4 $3.4M 22k 156.23
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $3.4M 6.1k 561.09
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Ishares Tr Broad Usd High (USHY) 0.4 $3.2M +26% 86k 36.81
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $3.1M 5.7k 532.58
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Meta Platforms Cl A (META) 0.3 $2.7M 4.6k 576.39
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Vanguard Index Fds Small Cp Etf (VB) 0.3 $2.6M -2% 12k 221.74
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Pepsi (PEP) 0.3 $2.4M -16% 16k 149.94
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Johnson & Johnson (JNJ) 0.3 $2.4M +2% 14k 165.84
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Bank of America Corporation (BAC) 0.3 $2.3M +2% 54k 41.73
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Tesla Motors (TSLA) 0.3 $2.2M +2% 8.6k 259.16
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Kroger (KR) 0.3 $2.1M +25% 31k 67.69
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Shell Spon Ads (SHEL) 0.3 $2.1M -10% 28k 73.28
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $2.0M 7.4k 274.83
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Visa Com Cl A (V) 0.2 $2.0M 5.6k 350.46
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $2.0M +4% 3.5k 561.90
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Palantir Technologies Cl A (PLTR) 0.2 $1.9M 23k 84.40
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Cincinnati Financial Corporation (CINF) 0.2 $1.9M -4% 13k 148.59
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Verizon Communications (VZ) 0.2 $1.8M -6% 40k 45.36
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.2 $1.7M 23k 76.62
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Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.2 $1.7M 18k 98.70
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Chevron Corporation (CVX) 0.2 $1.7M +20% 10k 167.30
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Truist Financial Corp equities (TFC) 0.2 $1.6M -10% 39k 41.15
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $1.6M NEW 2.00 798441.50
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Costco Wholesale Corporation (COST) 0.2 $1.6M -7% 1.7k 945.50
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Broadcom (AVGO) 0.2 $1.5M -4% 9.2k 167.43
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $1.5M -3% 30k 51.05
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $1.4M 24k 58.35
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Nike CL B (NKE) 0.2 $1.3M +7% 20k 63.87
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $1.3M 16k 78.94
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Fidelity Covington Trust High Divid Etf (FDVV) 0.1 $1.2M 25k 49.60
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $1.2M -2% 14k 83.00
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Micron Technology (MU) 0.1 $1.2M -3% 14k 87.00
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP) 0.1 $1.1M -2% 25k 44.55
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salesforce (CRM) 0.1 $1.1M 4.2k 268.39
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Qualcomm (QCOM) 0.1 $1.1M +3% 7.2k 153.60
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $1.1M +20% 6.6k 166.67
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Home Depot (HD) 0.1 $1.1M +2% 2.9k 366.49
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Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.1 $1.0M 21k 50.12
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United Parcel Service CL B (UPS) 0.1 $1.0M +17% 9.4k 109.99
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $1.0M 5.5k 186.30
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First Tr Value Line Divid In SHS (FVD) 0.1 $950k -9% 21k 44.59
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Wisdomtree Tr Intl Equity Fd (DWM) 0.1 $948k +3% 16k 58.16
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Spdr Gold Tr Gold Shs (GLD) 0.1 $944k +41% 3.3k 288.14
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Innovator Etfs Trust Us Eqty Ultra B (UDEC) 0.1 $904k 26k 34.30
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Edwards Lifesciences (EW) 0.1 $900k 12k 72.48
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Applied Materials (AMAT) 0.1 $892k 6.1k 145.12
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Netflix (NFLX) 0.1 $879k +37% 943.00 932.53
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Wisdomtree Tr Us Midcap Divid (DON) 0.1 $864k 18k 49.52
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $864k -2% 7.4k 117.49
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR) 0.1 $861k 23k 36.75
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Oracle Corporation (ORCL) 0.1 $852k 6.1k 139.81
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CoStar (CSGP) 0.1 $828k NEW 11k 79.23
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $817k +225% 8.9k 91.73
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Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.1 $814k 27k 29.94
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Abbvie (ABBV) 0.1 $764k -3% 3.6k 209.50
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Amgen (AMGN) 0.1 $759k 2.4k 311.58
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Cibc Cad (CM) 0.1 $746k 13k 56.98
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Exxon Mobil Corporation (XOM) 0.1 $723k +20% 6.1k 118.92
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $707k +85% 8.6k 81.76
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $696k 13k 52.37
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Advanced Micro Devices (AMD) 0.1 $691k +7% 6.7k 102.74
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Ishares Tr Ultra Short-term (ICSH) 0.1 $683k 14k 50.70
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Blackstone Group Inc Com Cl A (BX) 0.1 $677k 4.8k 139.78
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $669k 8.0k 83.28
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Pfizer (PFE) 0.1 $653k +16% 26k 25.34
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FedEx Corporation (FDX) 0.1 $650k 2.7k 245.14
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Nxp Semiconductors N V (NXPI) 0.1 $649k +157% 3.4k 191.06
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Select Sector Spdr Tr Financial (XLF) 0.1 $637k -3% 13k 49.81
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Coca-Cola Company (KO) 0.1 $633k -62% 8.8k 72.13
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $624k +31% 13k 46.81
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $621k +14% 3.6k 170.91
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Stryker Corporation (SYK) 0.1 $609k +2% 1.6k 373.09
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Lockheed Martin Corporation (LMT) 0.1 $607k -2% 1.4k 446.58
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Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $595k 4.7k 127.07
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $594k -17% 1.7k 352.58
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Duke Energy Corp Com New (DUK) 0.1 $593k 4.9k 121.97
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Vanguard Index Fds Growth Etf (VUG) 0.1 $593k 1.6k 370.77
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Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.1 $584k +2% 11k 51.99
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First Tr Exchange-traded Senior Ln Fd (FTSL) 0.1 $584k 13k 45.65
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Eli Lilly & Co. (LLY) 0.1 $573k -5% 694.00 826.21
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Merck & Co (MRK) 0.1 $562k -4% 6.2k 90.57
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Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $552k -4% 16k 34.25
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Raytheon Technologies Corp (RTX) 0.1 $527k -9% 4.0k 132.47
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $517k 3.2k 160.56
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $505k -4% 2.0k 258.65
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Walt Disney Company (DIS) 0.1 $498k +4% 5.0k 98.69
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $493k +5% 960.00 513.80
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Charles Schwab Corporation (SCHW) 0.1 $491k -5% 6.3k 78.28
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $489k +21% 4.8k 102.65
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Spotify Technology S A SHS (SPOT) 0.1 $484k 880.00 550.03
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Abbott Laboratories (ABT) 0.1 $479k 3.6k 132.65
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Sempra Energy (SRE) 0.1 $478k +4% 6.6k 72.00
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Unilever Spon Adr New (UL) 0.1 $471k +18% 7.9k 59.55
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Okta Cl A (OKTA) 0.1 $460k +8% 4.4k 105.22
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Shopify Cl A (SHOP) 0.1 $459k -9% 4.8k 95.48
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Anthem (ELV) 0.1 $457k NEW 1.1k 434.96
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Goldman Sachs (GS) 0.1 $456k 835.00 546.29
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $450k 2.3k 199.47
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT) 0.1 $435k 11k 41.50
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Mastercard Incorporated Cl A (MA) 0.1 $434k +5% 791.00 548.12
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Fifth Third Ban (FITB) 0.1 $433k -11% 11k 39.57
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First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT) 0.1 $431k 16k 26.51
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Simon Property (SPG) 0.1 $424k 2.6k 166.06
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CVS Caremark Corporation (CVS) 0.1 $420k -6% 6.2k 67.75
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Ishares Tr Us Aer Def Etf (ITA) 0.1 $419k 2.7k 153.07
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $403k -13% 2.1k 194.04
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Capital Group Dividend Value Shs Creation Uni (CGDV) 0.0 $403k 11k 35.75
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Vanguard World Financials Etf (VFH) 0.0 $402k 3.4k 119.45
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $394k 737.00 534.79
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Marvell Technology (MRVL) 0.0 $391k +20% 6.4k 61.57
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Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.0 $388k 12k 33.49
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Vanguard World Health Car Etf (VHT) 0.0 $384k 1.5k 264.73
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Starbucks Corporation (SBUX) 0.0 $383k -6% 3.9k 98.10
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UnitedHealth (UNH) 0.0 $380k +6% 726.00 523.75
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Ishares Tr Core S&p Scp Etf (IJR) 0.0 $377k 3.6k 104.57
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.0 $377k 8.3k 45.49
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Spdr Ser Tr Bloomberg Invt (FLRN) 0.0 $369k 12k 30.82
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Progressive Corporation (PGR) 0.0 $359k -2% 1.3k 283.01
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Spdr Ser Tr S&p Oilgas Exp (XOP) 0.0 $356k 2.7k 131.71
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Ge Aerospace Com New (GE) 0.0 $352k -15% 1.8k 200.49
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Ishares Tr Asia 50 Etf (AIA) 0.0 $346k -12% 4.8k 72.35
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Cintas Corporation (CTAS) 0.0 $343k 1.7k 205.53
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Vanguard World Inf Tech Etf (VGT) 0.0 $342k +2% 630.00 542.00
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Select Sector Spdr Tr Energy (XLE) 0.0 $340k 3.6k 93.45
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $339k +10% 924.00 366.54
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $337k +11% 4.6k 73.45
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Cisco Systems (CSCO) 0.0 $333k 5.4k 61.71
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Enbridge (ENB) 0.0 $330k 7.4k 44.31
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Copart (CPRT) 0.0 $322k -3% 5.7k 56.59
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Paycor Hcm (PYCR) 0.0 $318k 14k 22.44
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Palo Alto Networks (PANW) 0.0 $312k +14% 1.8k 170.64
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Cheniere Energy Com New (LNG) 0.0 $308k -6% 1.3k 231.40
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At&t (T) 0.0 $305k -13% 11k 28.28
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Rio Tinto Sponsored Adr (RIO) 0.0 $300k 4.8k 62.33
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First Tr Exchng Traded Fd Vi Ft Vest U.s (SNOV) 0.0 $299k -3% 14k 22.06
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McDonald's Corporation (MCD) 0.0 $299k -3% 956.00 312.32
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American Healthcare Reit Com Shs (AHR) 0.0 $294k 9.6k 30.55
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Spdr Ser Tr Portfolio Short (SPSB) 0.0 $285k 9.5k 30.10
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Victory Portfolios Ii Short Trm Bd Etf (USTB) 0.0 $283k -6% 5.6k 50.65
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Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.0 $283k -5% 10k 28.33
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Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $278k NEW 2.1k 132.23
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Northrop Grumman Corporation (NOC) 0.0 $277k -5% 540.00 512.01
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Wells Fargo & Company (WFC) 0.0 $276k -4% 3.8k 71.79
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $276k +3% 1.3k 211.49
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $275k 3.2k 85.07
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Ishares Msci Emrg Chn (EMXC) 0.0 $275k -3% 5.0k 55.09
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First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.0 $273k -37% 11k 24.75
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Honeywell International (HON) 0.0 $271k 1.3k 211.70
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Southern Company (SO) 0.0 $266k 2.9k 91.95
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Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $257k 2.8k 92.29
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $256k +17% 2.8k 92.83
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Caterpillar (CAT) 0.0 $255k +21% 774.00 329.93
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Vaneck Etf Trust Ig Floating Rate (FLTR) 0.0 $255k 10k 25.55
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Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.0 $254k -9% 10k 24.48
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Ishares Tr Msci Eafe Etf (EFA) 0.0 $254k 3.1k 81.72
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Wp Carey (WPC) 0.0 $253k NEW 4.0k 64.00
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Invesco Exchange Traded Fd T Dorsey Wrgt Basc (PYZ) 0.0 $252k -4% 3.0k 84.78
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $252k 9.4k 26.89
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International Business Machines (IBM) 0.0 $251k NEW 1.0k 248.70
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Sila Realty Trust Common Stock (SILA) 0.0 $250k NEW 9.4k 26.71
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Select Sector Spdr Tr Technology (XLK) 0.0 $249k -19% 1.2k 206.48
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American Express Company (AXP) 0.0 $249k -2% 925.00 269.05
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Ishares Tr Rus Top 200 Etf (IWL) 0.0 $249k 1.8k 137.45
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Marriott Intl Cl A (MAR) 0.0 $245k -2% 1.0k 238.17
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Vanguard World Consum Stp Etf (VDC) 0.0 $241k -3% 1.1k 218.86
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.0 $240k -4% 5.8k 41.13
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Thermo Fisher Scientific (TMO) 0.0 $240k +11% 481.00 498.04
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Adobe Systems Incorporated (ADBE) 0.0 $236k -2% 616.00 383.53
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First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG) 0.0 $236k 6.1k 38.80
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Booking Holdings (BKNG) 0.0 $235k -5% 51.00 4606.90
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Vanguard World Esg Us Stk Etf (ESGV) 0.0 $234k +11% 2.4k 97.95
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Ishares Gold Tr Ishares New (IAU) 0.0 $232k NEW 3.9k 58.96
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Servicenow (NOW) 0.0 $230k +16% 289.00 796.14
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Ishares Tr Select Divid Etf (DVY) 0.0 $227k 1.7k 134.29
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $221k -33% 525.00 420.86
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Comcast Corp Cl A (CMCSA) 0.0 $221k 6.0k 36.90
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $219k +17% 703.00 312.05
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Deere & Company (DE) 0.0 $219k NEW 464.00 470.97
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Boeing Company (BA) 0.0 $216k -25% 1.3k 170.55
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American Electric Power Company (AEP) 0.0 $214k NEW 2.0k 109.27
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Paypal Holdings (PYPL) 0.0 $212k +28% 3.3k 65.25
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.0 $212k 4.5k 47.60
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Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.0 $211k NEW 8.4k 25.26
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Gilead Sciences (GILD) 0.0 $211k NEW 1.9k 112.08
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Blackrock Etf Trust Ishares Us Equit (DYNF) 0.0 $210k NEW 4.3k 48.76
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Citigroup Com New (C) 0.0 $209k NEW 2.9k 70.99
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $209k 3.5k 60.19
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Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $205k 2.7k 76.57
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Us Bancorp Del Com New (USB) 0.0 $200k 4.7k 42.72
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $200k NEW 1.1k 190.58
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Key (KEY) 0.0 $182k -11% 11k 15.99
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Huntington Bancshares Incorporated (HBAN) 0.0 $161k -14% 11k 15.17
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Blackrock MuniHoldings CA Insrd Fnd (MUC) 0.0 $121k 11k 10.76
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Vale S A Sponsored Ads (VALE) 0.0 $115k +2% 12k 9.98
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Liberty All Star Equity Sh Ben Int (USA) 0.0 $98k 15k 6.55
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Lloyds Banking Group Sponsored Adr (LYG) 0.0 $94k 25k 3.82
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Jumia Technologies Sponsored Ads (JMIA) 0.0 $67k +89% 31k 2.15
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W&T Offshore (WTI) 0.0 $43k +19% 28k 1.55
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Ondas Hldgs Com New (ONDS) 0.0 $16k NEW 15k 1.07
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Past Filings by Octavia Wealth Advisors

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

View all past filings