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
CAT
Caterpillar Inc

Industrials
194
+ 33.39%
$390.92 - $477.15 $75.8K - $92.6K
775 $369K
T
At&T Inc.

Communication Services
5.2K
+ 62.08%
$26.94 - $29.62 $140K - $154K
13.6K $383K
XOM
Exxon Mobil Corp

Energy
996
+ 17.39%
$105.83 - $117.22 $105K - $117K
6.72K $757K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.73K
+ 51.43%
$62.54 - $68.42 $108K - $118K
5.09K $343K
BA
Boeing CO

Industrials
538
+ 41.77%
$209.79 - $237.38 $113K - $128K
1.83K $394K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
11.3K
New
$10.02 - $10.85 $113K - $122K
11.3K $122K
UPS
United Parcel Service Inc

Industrials
3.14K
+ 38.66%
$82.58 - $105.54 $259K - $331K
11.3K $940K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
11.4K
New
$9.44 - $10.23 $108K - $117K
11.4K $115K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.11K
+ 36.85%
$87.29 - $93.61 $96.5K - $104K
4.11K $383K
OKTA
Okta, Inc.

Technology
1.5K
+ 52.32%
$88.51 - $101.1 $133K - $152K
4.37K $400K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
2.14K
+ 11.64%
$50.08 - $50.37 $107K - $108K
20.6K $1.03M
NKE
Nike, Inc.

Consumer Cyclical
1.86K
+ 10.53%
$69.24 - $79.24 $129K - $147K
19.5K $1.36M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.22K
+ 8.07%
$78.96 - $80.04 $95.9K - $97.2K
16.3K $1.3M
ITA
Ishares Tr

ETFs
198
+ 7.36%
$184.73 - $209.26 $36.6K - $41.4K
2.89K $604K
GS
Goldman Sachs Group Inc

Financial Services
31
+ 3.86%
$696.56 - $806.32 $21.6K - $25K
834 $664K
USA
Liberty All Star Equity Fund

Financial Services
15K
New
$6.34 - $6.94 $95.1K - $104K
15K $95K
XLK
Technology Sector Spdr

ETFs
203
+ 15.62%
$250.97 - $282.66 $50.9K - $57.4K
1.5K $423K
VO
Vanguard Mid Cap ETF

ETFs
227
+ 11.56%
$279.83 - $293.74 $63.5K - $66.7K
2.19K $643K
VUG
Vanguard Growth ETF

ETFs
49
+ 3.04%
$433.97 - $484.08 $21.3K - $23.7K
1.66K $796K
MRK
Merck & Co., Inc.

Healthcare
775
+ 14.83%
$77.6 - $87.37 $60.1K - $67.7K
6K $503K
UNH
Unitedhealth Group Inc

Healthcare
135
+ 11.5%
$237.77 - $353.61 $32.1K - $47.7K
1.31K $451K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.63K
+ 6.1%
$50.82 - $51.09 $82.7K - $83.2K
28.3K $1.45M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
825
+ 3.23%
$36.37 - $38.37 $30K - $31.7K
26.4K $1.01M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
92
+ 2.0%
$148.97 - $165.88 $13.7K - $15.3K
4.69K $772K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
560
+ 4.98%
$56.98 - $61.66 $31.9K - $34.5K
11.8K $721K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
874
+ 17.96%
$54.35 - $59.32 $47.5K - $51.8K
5.74K $339K
XLF
Financial Sector Spdr

ETFs
1.01K
+ 7.83%
$51.37 - $54.25 $51.8K - $54.7K
13.9K $748K
DWM
Wisdomtree Tr

ETFs
517
+ 3.45%
$62.79 - $66.96 $32.5K - $34.6K
15.5K $1.03M
WFC
Wells Fargo & Company

Financial Services
717
+ 20.74%
$77.05 - $85.16 $55.2K - $61.1K
4.17K $349K
SPG
Simon Property Group Inc

Real Estate
19
+ 0.74%
$159.93 - $187.67 $3.04K - $3.57K
2.59K $486K
VGT
Vanguard Information Technolog

ETFs
28
+ 4.62%
$656.44 - $753.15 $18.4K - $21.1K
634 $473K
MCD
Mcdonalds Corp

Consumer Cyclical
194
+ 22.53%
$291.67 - $316.99 $56.6K - $61.5K
1.06K $320K
C
Citigroup Inc

Financial Services
202
+ 7.74%
$85.57 - $103.49 $17.3K - $20.9K
2.81K $285K
UL
Unilever PLC

Consumer Defensive
1.19K
+ 18.46%
$58.43 - $65.01 $69.5K - $77.4K
7.64K $452K
AXP
American Express CO

Financial Services
130
+ 13.93%
$294.27 - $342.31 $38.3K - $44.5K
1.06K $353K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
1.07K
+ 3.96%
$31.73 - $33.71 $34.1K - $36.2K
28.2K $948K
FITB
Fifth Third Bancorp

Financial Services
361
+ 3.53%
$40.91 - $46.28 $14.8K - $16.7K
10.6K $471K
VFH
Vanguard Financial ETF

ETFs
276
+ 8.92%
$125.23 - $132.78 $34.6K - $36.6K
3.37K $442K
SO
Southern CO

Utilities
391
+ 14.57%
$90.83 - $96.0 $35.5K - $37.5K
3.08K $291K
IWP
Ishares Russell Mid Cap Growth

ETFs
123
+ 1.74%
$137.51 - $145.26 $16.9K - $17.9K
7.19K $1.02M
XLE
Energy Sector Spdr

ETFs
321
+ 10.12%
$84.25 - $91.99 $27K - $29.5K
3.49K $312K
PYZ
Invesco Exchange Traded Fd Tr

ETFs
29
+ 0.99%
$94.15 - $106.88 $2.73K - $3.1K
2.97K $314K
CVS
Cvs Health Corp

Healthcare
13
+ 0.21%
$58.75 - $76.5 $764 - $995
6.15K $463K
CGUS
Capital Group Core Equity ETF
183
+ 1.55%
$36.89 - $39.72 $6.75K - $7.27K
12K $475K
TJX
Tjx Companies Inc

Consumer Cyclical
18
+ 1.08%
$121.35 - $144.54 $2.18K - $2.6K
1.68K $242K
CGDV
Capital Group Divid Value ETF

ETFs
170
+ 1.51%
$39.59 - $42.21 $6.73K - $7.18K
11.4K $479K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
49
+ 10.32%
$435.72 - $463.74 $21.4K - $22.7K
524 $242K
CGXU
Capital Group Intl Focus Equit

ETFs
200
+ 1.9%
$26.49 - $29.62 $5.3K - $5.92K
10.7K $317K
BND
Vanguard Bd Index Fd Inc Total

ETFs
376
+ 8.67%
$72.57 - $74.72 $27.3K - $28.1K
4.71K $350K
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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