Octavia Wealth Advisors, LLC Purchases in Q3 2025

Octavia Wealth Advisors, LLC

  • $990 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ISHG
Ishares Intl Treasury Bond ETF

ETFs
5.08K
+ 4.93%
$73.76 - $76.98 $375K - $391K
108K $8.23M
ABBV
Abb Vie Inc.

Healthcare
881
+ 30.04%
$184.85 - $231.54 $163K - $204K
3.81K $883K
IXUS
Ishares Tr

ETFs
4.03K
New
$76.35 - $82.58 $308K - $333K
4.03K $332K
NXPI
Nxp Semiconductors N.V.

Technology
1.3K
+ 58.81%
$205.16 - $239.07 $267K - $311K
3.52K $800K
IAU
Ishares Gold Trust

ETFs
4.3K
New
$61.62 - $72.77 $265K - $313K
4.3K $312K
VZ
Verizon Communications Inc

Communication Services
6.54K
+ 19.47%
$40.84 - $45.06 $267K - $295K
40.2K $1.76M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.23K
New
$225.11 - $247.9 $278K - $306K
1.23K $304K
PEP
Pepsico Inc

Consumer Defensive
1.24K
+ 8.38%
$133.81 - $152.16 $166K - $188K
16K $2.25M
AFL
Aflac Inc

Financial Services
2.64K
New
$98.09 - $111.7 $259K - $295K
2.64K $295K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
461
+ 88.82%
$473.44 - $553.71 $218K - $255K
980 $535K
AMGN
Amgen Inc

Healthcare
1K
+ 70.67%
$271.18 - $309.22 $271K - $309K
2.42K $681K
APP
App Lovin Corp

Technology
381
New
$335.1 - $718.54 $128K - $274K
381 $273K
META
Meta Platforms, Inc.

Communication Services
383
+ 8.63%
$695.21 - $791.73 $266K - $303K
4.82K $3.54M
GE
General Electric CO

Industrials
578
+ 29.63%
$244.75 - $305.63 $141K - $177K
2.53K $760K
SYY
Sysco Corp

Consumer Defensive
3.09K
New
$76.33 - $82.51 $236K - $255K
3.09K $254K
AOM
Ishares Tr Core Moderate Alloc

ETFs
5.35K
New
$45.4 - $47.61 $243K - $255K
5.35K $254K
IWF
Ishares Russell 1000 Gr ETF

ETFs
533
New
$420.11 - $472.68 $224K - $252K
533 $249K
AOR
Ishares Tr Core Growth Allocat

ETFs
3.82K
New
$60.99 - $64.39 $233K - $246K
3.82K $245K
DGRO
Ishares Core Dividend Growth E

ETFs
3.51K
New
$64.12 - $68.08 $225K - $239K
3.51K $238K
ELV
Elevance Health, Inc.

Healthcare
927
+ 95.67%
$274.66 - $395.76 $255K - $367K
1.9K $612K
QCOM
Qualcomm Inc

Technology
1.17K
+ 19.35%
$145.84 - $173.55 $170K - $202K
7.19K $1.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.62K
New
$135.0 - $146.02 $218K - $236K
1.62K $235K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5.58K
+ 6.38%
$37.14 - $37.85 $207K - $211K
93.1K $3.52M
O
Realty Income Corp

Real Estate
3.85K
New
$56.13 - $60.79 $216K - $234K
3.85K $234K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
293
+ 5.93%
$459.11 - $506.91 $135K - $149K
5.23K $2.63M
OEF
Ishares S&P 100 ETF

ETFs
859
New
N/A
859 $228K
LMT
Lockheed Martin Corp

Industrials
391
+ 46.6%
$410.74 - $499.21 $161K - $195K
1.23K $614K
BSX
Boston Scientific Corp

Healthcare
2.33K
New
$97.03 - $108.14 $226K - $251K
2.33K $226K
NEE
Nextera Energy Inc

Utilities
2.92K
New
$69.77 - $77.54 $204K - $226K
2.92K $220K
GLD
Spdr Gold Trust

ETFs
136
+ 4.0%
$300.96 - $355.47 $40.9K - $48.3K
3.53K $1.26M
DUK
Duke Energy Corp

Utilities
1.6K
+ 42.03%
$116.31 - $125.93 $186K - $201K
5.4K $668K
HD
Home Depot, Inc.

Consumer Cyclical
265
+ 9.29%
$357.4 - $423.42 $94.7K - $112K
3.12K $1.26M
KLAC
Kla Corp

Technology
201
New
$843.9 - $1078.6 $170K - $217K
201 $216K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
286
+ 31.88%
$567.77 - $614.76 $162K - $176K
1.18K $724K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
5.47K
New
$37.4 - $39.31 $205K - $215K
5.47K $215K
FDVV
Fidelity High Dividend ETF

ETFs
2.22K
+ 9.51%
$52.42 - $55.71 $117K - $124K
25.6K $1.43M
ROK
Rockwell Automation, Inc

Industrials
596
New
$328.67 - $358.52 $196K - $214K
596 $208K
SHOP
Shopify Inc.

Technology
350
+ 7.43%
$112.11 - $157.12 $39.2K - $55K
5.06K $751K
RRC
Range Resources Corp

Energy
5.5K
New
$32.79 - $39.33 $180K - $216K
5.5K $207K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
2.64K
New
$71.75 - $79.74 $189K - $210K
2.64K $206K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
2.37K
New
$68.94 - $86.3 $163K - $205K
2.37K $204K
TMO
Thermo Fisher Scientific Inc.

Healthcare
414
New
$404.94 - $499.99 $168K - $207K
414 $200K
RPG
Invesco Exchange Traded Fd Tr

ETFs
4.2K
New
$45.41 - $48.26 $190K - $202K
4.2K $200K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
4.12K
+ 2.84%
$28.95 - $29.73 $119K - $123K
149K $4.44M
ICSH
Blackrock Ultra Short Term Bon

ETFs
3.64K
+ 37.76%
$50.52 - $50.75 $184K - $185K
13.3K $673K
SYK
Stryker Corp

Healthcare
561
+ 58.44%
$368.57 - $403.53 $207K - $226K
1.52K $562K
ENB
Enbridge Inc

Energy
2.44K
+ 43.84%
$43.79 - $50.46 $107K - $123K
8K $403K
RIO
Rio Tinto PLC

Basic Materials
1.75K
+ 39.65%
$57.66 - $66.01 $101K - $116K
6.18K $407K
AMAT
Applied Materials Inc

Technology
72
+ 1.16%
$156.25 - $204.95 $11.3K - $14.8K
6.27K $1.28M
Activity Summary
Buys All Purchases 193 New Holdings 40 Increased Positions 153 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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