Octavia Wealth Advisors
Latest statistics and disclosures from Octavia Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, DWM, IEMG, EFG, FVD, and represent 24.70% of Octavia Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IEMG (+$22M), EFG, PG, FVD, DWM, AAPL, KR, BTI, VYM, NOBL.
- Started 18 new stock positions in CSCO, IEMG, TFC, AGG, EFV, IVE, AEP, NOBL, USMV, IWB. TMO, AOM, IXUS, USB, VDC, SBUX, PGR, RRC.
- Reduced shares in these 10 stocks: ESGE (-$21M), VUG, FLOT, SPYG, AGOX, SYY, LUV, NVDA, BIV, FSEP.
- Sold out of its positions in Heliogen, EDD, NOK, NAC, LUV, SYY, BIV.
- Octavia Wealth Advisors was a net buyer of stock by $22M.
- Octavia Wealth Advisors has $494M in assets under management (AUM), dropping by 0.20%.
- Central Index Key (CIK): 0001841259
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Portfolio Holdings for Octavia Wealth Advisors
Octavia Wealth Advisors holds 198 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.8 | $34M | +2% | 197k | 171.21 |
|
| Wisdomtree Tr Intl Equity Fd (DWM) | 4.6 | $23M | +5% | 470k | 48.35 |
|
| Ishares Core Msci Emkt (IEMG) | 4.5 | $22M | NEW | 463k | 47.59 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 4.5 | $22M | +11% | 255k | 86.30 |
|
| First Tr Value Line Divid In SHS (FVD) | 4.4 | $22M | +7% | 575k | 37.39 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 4.2 | $21M | +4% | 201k | 103.32 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 3.5 | $17M | -4% | 289k | 59.28 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 3.4 | $17M | +3% | 379k | 43.71 |
|
| Starboard Invt Tr Adaptive Alpha (AGOX) | 3.3 | $16M | -2% | 718k | 22.67 |
|
| Vanguard Index Fds Growth Etf (VUG) | 3.1 | $15M | -8% | 57k | 272.31 |
|
| Ishares U S Etf Tr Bloomberg Roll (CMDY) | 3.1 | $15M | +3% | 294k | 51.51 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $15M | 112k | 130.86 |
|
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| Amazon (AMZN) | 2.8 | $14M | 108k | 127.12 |
|
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| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 2.5 | $13M | +4% | 171k | 73.27 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 2.5 | $12M | +4% | 77k | 159.49 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 2.4 | $12M | 132k | 91.53 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 2.3 | $12M | +4% | 88k | 130.96 |
|
| First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) | 2.3 | $11M | +2% | 472k | 23.90 |
|
| Procter & Gamble Company (PG) | 2.0 | $10M | +22% | 69k | 145.86 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 1.7 | $8.5M | +6% | 249k | 34.07 |
|
| Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) | 1.5 | $7.6M | +2% | 115k | 66.34 |
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 1.5 | $7.4M | +3% | 104k | 71.62 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 1.4 | $6.9M | 254k | 27.06 |
|
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| Microsoft Corporation (MSFT) | 1.4 | $6.8M | +6% | 22k | 315.76 |
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| NVIDIA Corporation (NVDA) | 1.2 | $6.0M | -3% | 14k | 434.99 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 1.0 | $4.9M | +4% | 128k | 38.59 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $4.4M | -2% | 12k | 358.80 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $3.6M | +5% | 25k | 145.02 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $3.0M | +8% | 23k | 131.85 |
|
| Waste Management (WM) | 0.6 | $2.8M | 18k | 152.44 |
|
|
| Wal-Mart Stores (WMT) | 0.6 | $2.7M | 17k | 159.93 |
|
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| Pepsi (PEP) | 0.5 | $2.5M | +7% | 15k | 169.44 |
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| Philip Morris International (PM) | 0.5 | $2.5M | 27k | 93.88 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $2.4M | +13% | 5.7k | 429.04 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $2.4M | +3% | 6.7k | 350.30 |
|
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.5 | $2.3M | -3% | 34k | 67.80 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $2.2M | 12k | 189.07 |
|
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.4 | $2.2M | -36% | 43k | 50.89 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.4 | $2.2M | +79% | 67k | 32.11 |
|
| Shell Spon Ads (SHEL) | 0.4 | $2.1M | 33k | 64.38 |
|
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| Kroger (KR) | 0.4 | $2.0M | +90% | 46k | 44.75 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $1.8M | +42% | 8.5k | 212.41 |
|
| Johnson & Johnson (JNJ) | 0.4 | $1.8M | +4% | 12k | 155.75 |
|
| Verizon Communications (VZ) | 0.4 | $1.7M | +5% | 54k | 32.41 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $1.5M | -7% | 19k | 75.15 |
|
| Bank of America Corporation (BAC) | 0.3 | $1.4M | +11% | 53k | 27.38 |
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.3 | $1.4M | -3% | 17k | 84.78 |
|
| Visa Com Cl A (V) | 0.3 | $1.4M | +10% | 6.3k | 230.03 |
|
| Prudential Financial (PRU) | 0.3 | $1.4M | +3% | 15k | 94.89 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $1.4M | +28% | 3.3k | 431.43 |
|
| Meta Platforms Cl A (META) | 0.3 | $1.3M | 4.2k | 300.21 |
|
|
| Altria (MO) | 0.3 | $1.2M | +4% | 29k | 42.99 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $1.2M | +4% | 5.0k | 250.50 |
|
| Coca-Cola Company (KO) | 0.3 | $1.2M | 22k | 56.44 |
|
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| Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.2 | $1.2M | -8% | 24k | 49.70 |
|
| CVS Caremark Corporation (CVS) | 0.2 | $1.2M | 17k | 69.82 |
|
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| Cincinnati Financial Corporation (CINF) | 0.2 | $1.2M | 11k | 103.04 |
|
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| Tesla Motors (TSLA) | 0.2 | $1.1M | 4.5k | 250.22 |
|
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| Boeing Company (BA) | 0.2 | $1.1M | 5.8k | 191.68 |
|
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.1M | +9% | 9.3k | 117.59 |
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| 1/100 Berkshire Htwy Cla 100 | 0.2 | $1.1M | 200.00 | 5314.77 |
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|
| Cibc Cad (CM) | 0.2 | $1.0M | 27k | 39.25 |
|
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| Micron Technology (MU) | 0.2 | $1.0M | +12% | 15k | 68.03 |
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| salesforce (CRM) | 0.2 | $1.0M | +2% | 5.0k | 202.78 |
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| Applied Materials (AMAT) | 0.2 | $968k | -4% | 7.0k | 138.45 |
|
| First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (FSEP) | 0.2 | $964k | -12% | 26k | 37.08 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $922k | 24k | 37.95 |
|
|
| Ishares Tr Blackrock Ultra (ICSH) | 0.2 | $906k | +5% | 18k | 50.38 |
|
| First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (XMAR) | 0.2 | $899k | 28k | 31.64 |
|
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| Walt Disney Company (DIS) | 0.2 | $890k | +19% | 11k | 81.05 |
|
| Chevron Corporation (CVX) | 0.2 | $874k | +21% | 5.2k | 168.61 |
|
| Edwards Lifesciences (EW) | 0.2 | $865k | 13k | 69.28 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $820k | NEW | 9.3k | 88.55 |
|
| Innovator Etfs Tr Us Eqty Ultra B (UDEC) | 0.2 | $774k | 26k | 29.38 |
|
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.2 | $756k | +2% | 19k | 40.96 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $722k | -2% | 15k | 49.83 |
|
| FedEx Corporation (FDX) | 0.1 | $717k | +16% | 2.7k | 266.19 |
|
| Home Depot (HD) | 0.1 | $691k | +21% | 2.3k | 302.16 |
|
| Merck & Co (MRK) | 0.1 | $689k | +10% | 6.6k | 103.69 |
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $682k | -15% | 15k | 45.74 |
|
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.1 | $680k | 4.6k | 147.91 |
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| Broadcom (AVGO) | 0.1 | $667k | 803.00 | 830.10 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $660k | +6% | 9.1k | 72.50 |
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| Key (KEY) | 0.1 | $657k | +4% | 61k | 10.76 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $646k | +28% | 1.1k | 564.98 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $645k | +2% | 3.8k | 171.45 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $625k | 19k | 33.17 |
|
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| Amgen (AMGN) | 0.1 | $618k | +3% | 2.3k | 268.76 |
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| McDonald's Corporation (MCD) | 0.1 | $617k | +8% | 2.3k | 263.44 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) | 0.1 | $611k | 24k | 25.90 |
|
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| Oracle Corporation (ORCL) | 0.1 | $609k | +15% | 5.7k | 105.92 |
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| Cardinal Health (CAH) | 0.1 | $594k | 6.8k | 86.82 |
|
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| United Parcel Service CL B (UPS) | 0.1 | $587k | +22% | 3.8k | 155.89 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $582k | +20% | 6.6k | 88.26 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $567k | 5.3k | 107.14 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $564k | 1.4k | 408.83 |
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| Advanced Micro Devices (AMD) | 0.1 | $552k | 5.4k | 102.82 |
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| Qualcomm (QCOM) | 0.1 | $538k | +69% | 4.8k | 111.07 |
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| Fifth Third Ban (FITB) | 0.1 | $537k | +71% | 21k | 25.68 |
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| Pfizer (PFE) | 0.1 | $532k | +23% | 16k | 33.17 |
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| At&t (T) | 0.1 | $519k | -6% | 35k | 15.02 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $498k | 5.2k | 95.18 |
|
|
| Wp Carey (WPC) | 0.1 | $494k | +85% | 9.0k | 55.15 |
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| Intel Corporation (INTC) | 0.1 | $479k | -5% | 14k | 35.55 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $477k | -3% | 45k | 10.55 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $468k | 2.6k | 177.59 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $460k | 5.3k | 87.37 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $447k | -97% | 15k | 30.28 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $437k | +9% | 2.1k | 208.21 |
|
| UnitedHealth (UNH) | 0.1 | $422k | +8% | 837.00 | 504.19 |
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| Marriott Intl Cl A (MAR) | 0.1 | $419k | +5% | 2.1k | 196.52 |
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| Copart (CPRT) | 0.1 | $418k | +93% | 9.7k | 43.09 |
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| Stryker Corporation (SYK) | 0.1 | $402k | 1.5k | 274.02 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $401k | +3% | 4.2k | 94.79 |
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| Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) | 0.1 | $393k | +2% | 9.0k | 43.53 |
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| Fs Kkr Capital Corp (FSK) | 0.1 | $383k | +14% | 19k | 20.39 |
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| Ishares Tr Asia 50 Etf (AIA) | 0.1 | $374k | -6% | 6.7k | 55.45 |
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| First Tr Exchng Traded Fd Vi Vest Us Eqty Buf (FOCT) | 0.1 | $373k | -5% | 10k | 36.53 |
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| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.1 | $368k | -5% | 12k | 30.72 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $366k | +13% | 8.2k | 44.34 |
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| Netflix (NFLX) | 0.1 | $364k | +8% | 963.00 | 377.60 |
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| Block Cl A (SQ) | 0.1 | $363k | +14% | 8.2k | 44.26 |
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| Vanguard World Fds Health Car Etf (VHT) | 0.1 | $362k | -13% | 1.5k | 236.00 |
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| First Tr Exchng Traded Fd Vi Vest Us Buffer (FAUG) | 0.1 | $360k | 9.6k | 37.38 |
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| First Tr Exchng Traded Fd Vi Cboe Vest Nas100 (QSPT) | 0.1 | $360k | 17k | 21.68 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $360k | 705.00 | 509.90 |
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| Shopify Cl A (SHOP) | 0.1 | $353k | +15% | 6.5k | 54.57 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $352k | +38% | 768.00 | 458.40 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $349k | +7% | 3.9k | 90.39 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $348k | +30% | 883.00 | 394.31 |
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| Abbvie (ABBV) | 0.1 | $343k | +7% | 2.3k | 149.08 |
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| Enovix Corp (ENVX) | 0.1 | $341k | -6% | 27k | 12.55 |
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| General Electric Com New (GE) | 0.1 | $340k | -15% | 3.1k | 110.62 |
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| Ford Motor Company (F) | 0.1 | $340k | +4% | 27k | 12.42 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $330k | 6.5k | 50.49 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $323k | +26% | 2.4k | 132.27 |
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| Abbott Laboratories (ABT) | 0.1 | $323k | 3.3k | 96.85 |
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| Goldman Sachs (GS) | 0.1 | $316k | +13% | 976.00 | 323.57 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $313k | +39% | 5.7k | 54.90 |
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| Enbridge (ENB) | 0.1 | $311k | +27% | 9.3k | 33.48 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $310k | 2.2k | 141.69 |
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| Dollar General (DG) | 0.1 | $308k | 2.9k | 105.81 |
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| Vanguard World Fds Financials Etf (VFH) | 0.1 | $307k | -7% | 3.8k | 80.83 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $305k | +6% | 692.00 | 440.25 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $301k | 2.8k | 106.18 |
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| Simon Property (SPG) | 0.1 | $300k | -2% | 2.8k | 108.04 |
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| American Electric Power Company (AEP) | 0.1 | $299k | NEW | 4.0k | 75.22 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $297k | +22% | 4.1k | 71.98 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $296k | NEW | 1.3k | 235.83 |
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| Anthem (ELV) | 0.1 | $294k | +35% | 676.00 | 435.36 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $291k | 3.0k | 96.92 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $288k | 9.8k | 29.32 |
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| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.1 | $287k | 6.8k | 41.93 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $284k | +8% | 846.00 | 335.80 |
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| Marvell Technology (MRVL) | 0.1 | $284k | 5.2k | 54.13 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $279k | 1.7k | 167.38 |
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| Ishares Tr Modert Alloc Etf (AOM) | 0.1 | $277k | NEW | 7.1k | 38.93 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $276k | +2% | 1.8k | 156.13 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.1 | $274k | +238% | 9.1k | 30.15 |
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| Eli Lilly & Co. (LLY) | 0.1 | $274k | +12% | 511.00 | 536.91 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $273k | NEW | 1.8k | 154.68 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $270k | NEW | 3.7k | 72.76 |
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| Invesco Exchange Traded Fd T Dorsey Wrgt Basc (PYZ) | 0.1 | $266k | +6% | 3.4k | 78.55 |
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| Us Bancorp Del Com New (USB) | 0.1 | $265k | NEW | 7.9k | 33.54 |
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| Sempra Energy (SRE) | 0.1 | $264k | +100% | 3.9k | 68.63 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $258k | +4% | 619.00 | 415.99 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $255k | +2% | 645.00 | 395.74 |
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| Western Digital (WDC) | 0.1 | $255k | -25% | 5.6k | 45.63 |
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| Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.1 | $252k | 10k | 25.29 |
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| Ishares Tr Core Msci Total (IXUS) | 0.0 | $246k | NEW | 4.1k | 59.99 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $246k | NEW | 2.6k | 94.05 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $245k | NEW | 5.0k | 48.93 |
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| Medtronic SHS (MDT) | 0.0 | $244k | +9% | 3.1k | 79.05 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $244k | +4% | 3.5k | 69.58 |
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| Southern Company (SO) | 0.0 | $237k | +9% | 3.7k | 64.72 |
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| Truist Financial Corp equities (TFC) | 0.0 | $237k | NEW | 8.3k | 28.61 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $236k | 3.1k | 75.06 |
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| Union Pacific Corporation (UNP) | 0.0 | $235k | +9% | 1.2k | 203.63 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $231k | NEW | 456.00 | 507.02 |
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| Gilead Sciences (GILD) | 0.0 | $224k | -7% | 3.0k | 74.93 |
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| Starbucks Corporation (SBUX) | 0.0 | $221k | NEW | 2.4k | 91.29 |
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| Vanguard World Fds Consum Stp Etf (VDC) | 0.0 | $216k | NEW | 1.2k | 183.77 |
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| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.0 | $215k | -11% | 5.4k | 40.07 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $212k | -15% | 13k | 16.00 |
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| Palo Alto Networks (PANW) | 0.0 | $208k | -5% | 886.00 | 234.44 |
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| Paypal Holdings (PYPL) | 0.0 | $207k | -25% | 3.5k | 58.46 |
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| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.0 | $206k | 4.5k | 46.23 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $204k | -9% | 1.4k | 145.03 |
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| Progressive Corporation (PGR) | 0.0 | $203k | NEW | 1.5k | 139.30 |
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| Range Resources (RRC) | 0.0 | $203k | NEW | 6.3k | 32.41 |
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| Cisco Systems (CSCO) | 0.0 | $201k | NEW | 3.7k | 53.75 |
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| First Tr Exchng Traded Fd Vi Vest Us Deep (DAUG) | 0.0 | $201k | 6.1k | 33.09 |
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| Marqeta Class A Com (MQ) | 0.0 | $193k | -17% | 32k | 5.98 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $176k | -3% | 11k | 15.97 |
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| Liberty All Star Equity Sh Ben Int (USA) | 0.0 | $89k | 15k | 5.92 |
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| W&T Offshore (WTI) | 0.0 | $53k | 12k | 4.38 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $53k | 25k | 2.13 |
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| Flux Pwr Hldgs Com New (FLUX) | 0.0 | $39k | 11k | 3.44 |
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Past Filings by Octavia Wealth Advisors
SEC 13F filings are viewable for Octavia Wealth Advisors going back to 2020
- 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
- Octavia Wealth Advisors 2020 Q4 filed Feb. 12, 2021