Octavia Wealth Advisors, LLC Purchases and Sells in Q1 2025

Octavia Wealth Advisors, LLC

$818 Million
Q1 2025

Top Buys

Incresed Positions

90 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPYV	405K + 25.48%	$49.78 - $53.19 $20.2M - $21.5M	1.99M $101M
SPYG	232K + 28.75%	$80.05 - $92.39 $18.6M - $21.5M	1.04M $83.4M
IMTB	268K + 124.14%	$41.91 - $43.46 $11.3M - $11.7M	485K $21M
SPSM	224K + 130.47%	$40.03 - $46.81 $8.96M - $10.5M	396K $16.1M
AGG	17.8K + 7.85%	$95.85 - $99.25 $1.7M - $1.76M	244K $24.1M
MO	10.3K + 9.8%	$50.81 - $60.02 $521K - $615K	115K $6.89M

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TLH	78.5K New	$97.25 - $104.79 $7.64M - $8.23M	78.5K $8.1M
FLRT	152K New	$47.03 - $47.8 $7.15M - $7.26M	152K $7.15M
BRK-A	2 New	$663000.0 - $801950.0 $1.33M - $1.6M	2 $1.6M
CSGP	10.5K New	$69.29 - $80.37 $724K - $840K	10.5K $827K
ELV	1.05K New	$365.9 - $436.25 $384K - $458K	1.05K $453K
BABA	2.1K New	$80.53 - $147.57 $169K - $310K	2.1K $278K

Top Sells

Reduced Positions

96 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JQUA	-134K - 30.99%	$55.41 - $60.74 $7.44M - $8.16M	299K $16.8M
IAGG	-146K - 40.55%	$49.42 - $50.43 $7.2M - $7.35M	214K $10.7M
EFG	-68.2K - 21.86%	$96.1 - $106.37 $6.55M - $7.25M	244K $24.6M
AAPL	-477 - 0.25%	$209.68 - $247.1 $100K - $118K	193K $42.8M
EFV	-148K - 25.66%	$51.88 - $60.73 $7.68M - $9M	429K $25.5M
NVDA	-1.22K - 0.78%	$106.98 - $149.43 $131K - $183K	156K $16.9M

Activity Summary All Purchases 108 New Holdings 18 Increased Positions 90 All Sells 96 Reductions 96 Sold out 0 Calls 0 Puts 0

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