Octavia Wealth Advisors, LLC Purchases in Q4 2025

Octavia Wealth Advisors, LLC

  • $1.01 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
163K
+ 7.69%
$54.27 - $56.85 $8.87M - $9.29M
2.29M $129M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
179K
+ 11.44%
$46.2 - $46.85 $8.26M - $8.37M
1.74M $80.5M
SPYG
Spdr Portfolio

ETFs
57.5K
+ 5.49%
$102.4 - $109.39 $5.89M - $6.29M
1.1M $116M
EFV
Msci Eafe Value ETF

ETFs
22.8K
+ 4.38%
$66.73 - $70.99 $1.52M - $1.62M
542K $38.1M
EFG
Msci Eafe Growth ETF

ETFs
18.6K
+ 6.05%
$112.91 - $117.61 $2.1M - $2.18M
325K $37.3M
IMTB
Ishares Tr

ETFs
50.6K
+ 8.19%
$44.03 - $44.68 $2.23M - $2.26M
669K $29.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
18.4K
+ 6.78%
$99.87 - $101.27 $1.83M - $1.86M
289K $28.9M
AVGO
Broadcom Inc.

Technology
3.59K
+ 39.79%
$324.63 - $385.98 $1.17M - $1.39M
12.6K $4.32M
IEMG
Ishares Inc

ETFs
24.7K
+ 3.28%
N/A
777K $41.7M
IEFA
Ishares Tr

ETFs
11.9K
+ 6.79%
$86.09 - $89.88 $1.03M - $1.07M
188K $16.7M
MMCA
Indexiq Active ETF Tr Iq Macka

ETFs
41.1K
+ 49.62%
$21.69 - $21.89 $891K - $899K
124K $2.7M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
15.3K
+ 7.37%
$51.27 - $51.8 $786K - $794K
223K $11.5M
NOW
Service Now, Inc.

Technology
1.03K
+ 329.71%
$835.79 - $946.29 $863K - $977K
1.35K $1.12M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
6.47K
New
$100.8 - $103.83 $652K - $671K
6.47K $665K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
13.5K
+ 7.09%
$47.1 - $47.44 $637K - $641K
204K $9.68M
VGSH
Vanguard

ETFs
11.1K
+ 7.29%
$58.64 - $58.96 $651K - $655K
164K $9.61M
AGOX
Starboard Invt Tr

ETFs
42.6K
+ 5.02%
$29.9 - $31.42 $1.27M - $1.34M
890K $26.6M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
14.3K
+ 4.27%
$61.42 - $63.67 $881K - $913K
350K $21.7M
AMD
Advanced Micro Devices Inc

Technology
321
+ 5.36%
$164.01 - $264.33 $52.6K - $84.8K
6.31K $1.52M
SPMD
Spdr Portfolio

ETFs
11.9K
+ 6.58%
$55.44 - $58.05 $658K - $689K
192K $10.8M
XLK
Technology Sector Spdr

ETFs
1.52K
+ 101.2%
$278.39 - $304.13 $423K - $463K
3.02K $871K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.27K
+ 2.91%
$137.47 - $143.13 $312K - $325K
80.3K $11.3M
UPS
United Parcel Service Inc

Industrials
2.07K
+ 18.39%
$82.87 - $97.4 $172K - $202K
13.3K $1.26M
LLY
Eli Lilly & CO

Healthcare
145
+ 23.89%
$799.57 - $1025.28 $116K - $149K
752 $768K
QCOM
Qualcomm Inc

Technology
1.77K
+ 24.67%
$153.59 - $187.68 $272K - $333K
8.96K $1.49M
XLE
Energy Sector Spdr

ETFs
2.97K
+ 84.97%
$85.22 - $92.02 $253K - $273K
6.46K $594K
GD
General Dynamics Corp

Industrials
646
New
$330.59 - $353.77 $214K - $229K
646 $222K
MELI
Mercadolibre Inc

Consumer Cyclical
107
New
$2024.98 - $2360.76 $217K - $253K
107 $219K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
7.59K
New
$27.18 - $28.91 $206K - $219K
7.59K $215K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.84K
New
$72.17 - $75.74 $205K - $215K
2.84K $212K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
483
New
$426.99 - $455.46 $206K - $220K
483 $210K
SLV
I Shares Silver Trust

ETFs
4.45K
New
$42.4 - $49.17 $188K - $219K
4.45K $204K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
6.56K
+ 7.05%
$37.19 - $37.8 $244K - $248K
99.6K $3.71M
DG
Dollar General Corp

Consumer Defensive
1.78K
New
$95.94 - $106.44 $171K - $190K
1.78K $185K
RIO
Rio Tinto PLC

Basic Materials
2.15K
+ 34.85%
$65.44 - $72.58 $141K - $156K
8.33K $587K
MRK
Merck & Co., Inc.

Healthcare
1.3K
+ 21.66%
$82.49 - $92.93 $107K - $121K
7.3K $677K
KEY
Keycorp

Financial Services
9.75K
New
$16.78 - $18.63 $164K - $182K
9.75K $171K
AMAT
Applied Materials Inc

Technology
75
+ 1.2%
$209.95 - $240.89 $15.7K - $18.1K
6.35K $1.45M
DGRO
Ishares Core Dividend Growth E

ETFs
2.2K
+ 62.57%
$66.93 - $69.17 $147K - $152K
5.7K $390K
AMGN
Amgen Inc

Healthcare
3
+ 0.12%
$290.13 - $341.71 $870 - $1.03K
2.42K $826K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
2.64K
+ 59.34%
$47.86 - $48.14 $126K - $127K
7.09K $340K
VIG
Vanguard Dividend Appreciation

ETFs
649
+ 30.53%
N/A
2.78K $505K
TJX
Tjx Companies Inc

Consumer Cyclical
779
+ 46.37%
$138.56 - $147.63 $108K - $115K
2.46K $359K
ELV
Elevance Health, Inc.

Healthcare
306
+ 16.14%
$303.78 - $362.34 $93K - $111K
2.2K $717K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
2.05K
+ 19.59%
$47.0 - $48.8 $96.4K - $100K
12.5K $602K
CRWD
Crowd Strike Holdings, Inc.

Technology
24
+ 1.31%
$482.23 - $557.53 $11.6K - $13.4K
1.86K $997K
IVE
Ishares S&P 500 Value ETF

ETFs
426
+ 30.69%
$202.52 - $212.07 $86.3K - $90.3K
1.81K $380K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
5.78K
+ 3.87%
$29.21 - $29.73 $169K - $172K
155K $4.53M
FITB
Fifth Third Bancorp

Financial Services
2.63K
+ 24.82%
$40.36 - $44.41 $106K - $117K
13.2K $562K
Activity Summary
Buys All Purchases 90 New Holdings 14 Increased Positions 76 Sells All Sells 137 Reductions 137 Sold out 0 Options Calls 0 Puts 0
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