Octavia Wealth Advisors »

New York Life Invts shares owned by Octavia Wealth Advisors

Quarter-by-quarter ownership of New York Life Invts (MMSD) shares owned by Octavia Wealth Advisors from 13F filings

Historical chart of Octavia Wealth Advisors investment in New York Life Invts

Tip: Access up to 7 years of quarterly data

All positions including New York Life Invts held by Octavia Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in New York Life Invts by Octavia Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $528k 21k 25.40
2025-09-30 $458k 18k 25.52

More positions owned by Octavia Wealth Advisors

Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPYG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Cr 5 10 Yr Etf (IMTB)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Starboard Invt Tr Adaptive Alpha (AGOX)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Octavia Wealth Advisors

Top funds holding New York Life Invts

New York Life Insurance
M Wealth Management
Octavia Wealth Advisors
Wealth Enhancement Advisory Services
Royal Bank of Canada

View all funds holding New York Life Invts