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
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
14
+ 1.91%
$567.09 - $607.37 $7.94K - $8.5K
747 $445K
FLRN
Spdr Bloomberg Investment Grad

ETFs
970
+ 8.82%
$30.71 - $30.86 $29.8K - $29.9K
12K $369K
CGGO
Capital Group Global Growth Eq

ETFs
184
+ 1.81%
$31.71 - $34.17 $5.83K - $6.29K
10.3K $353K
IBM
International Business Machines Corp

Technology
137
+ 16.06%
$234.77 - $292.47 $32.2K - $40.1K
990 $279K
USB
Us Bancorp \De\

Financial Services
263
+ 5.47%
$43.94 - $50.41 $11.6K - $13.3K
5.07K $245K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
104
+ 3.78%
$94.17 - $99.95 $9.79K - $10.4K
2.86K $285K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
33
+ 1.4%
$109.47 - $119.06 $3.61K - $3.93K
2.39K $283K
IVE
Ishares S&P 500 Value ETF

ETFs
5
+ 0.36%
$194.44 - $206.51 $972 - $1.03K
1.39K $286K
LYG
Lloyds Banking Group PLC

Financial Services
1.52K
+ 6.19%
$4.03 - $4.63 $6.14K - $7.06K
26.1K $118K
WTI
W&T Offshore Inc

Energy
5.34K
+ 20.41%
$1.65 - $2.06 $8.81K - $11K
31.5K $57K
CRWD
Crowd Strike Holdings, Inc.

Technology
96
+ 5.53%
$412.46 - $514.1 $39.6K - $49.4K
1.83K $898K
VALE
Vale S.A.

Basic Materials
90
+ 0.78%
$9.53 - $10.95 $858 - $985
11.6K $125K
VCIT
Vanguard Intermediate Term Cor

ETFs
25
+ 0.29%
$81.75 - $84.54 $2.04K - $2.11K
8.63K $725K
CSCO
Cisco Systems, Inc.

Technology
228
+ 4.08%
$66.2 - $71.79 $15.1K - $16.4K
5.82K $398K
SCHP
Schwab Strategic Us Tips ETF

ETFs
157
+ 0.87%
$26.44 - $27.1 $4.15K - $4.25K
18.2K $490K
USTB
Victory Portfolios Ii Victorys

ETFs
140
+ 2.49%
$50.54 - $51.1 $7.08K - $7.15K
5.76K $293K
MAR
Marriott International Inc

Consumer Cyclical
84
+ 8.02%
$255.35 - $282.87 $21.4K - $23.8K
1.13K $294K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
129
+ 1.29%
$25.39 - $25.57 $3.28K - $3.3K
10.2K $259K
PANW
Palo Alto Networks Inc

Technology
21
+ 1.1%
$167.06 - $208.19 $3.51K - $4.37K
1.93K $392K
HON
Honeywell International Inc

Industrials
130
+ 11.94%
$207.7 - $240.4 $27K - $31.3K
1.22K $256K
DHR
Danaher Corp

Healthcare
5
+ 0.44%
$181.46 - $212.2 $907 - $1.06K
1.14K $225K
LNG
Cheniere Energy, Inc.

Energy
42
+ 3.84%
$222.68 - $244.28 $9.35K - $10.3K
1.14K $266K
Ge Vernova Inc
325
+ 74.37%
N/A
762 $0
New York Life Invts Active E
18K
New
N/A
18K $0
Blackrock Inc
203
New
N/A
203 $0
Tortoise Capital Series Trus
3.95K
New
N/A
3.95K $0
American Healthcare Reit Inc
9.15K
New
N/A
9.15K $0
Sila Realty Trust Inc
1.25K
+ 10.11%
N/A
13.6K $0
Ishares Bitcoin Trust ETF
453
+ 3.15%
N/A
14.8K $0
Super Micro Computer Inc
6.73K
New
N/A
6.73K $0
First Tr Exchng Traded Fd Vi
1.4K
+ 5.98%
N/A
24.8K $0
ABT
Abbott Laboratories

Healthcare
25
+ 0.86%
$120.51 - $136.62 $3.01K - $3.42K
2.94K $393K
PGR
Progressive Corp

Financial Services
80
+ 6.32%
$238.61 - $264.3 $19.1K - $21.1K
1.35K $332K
NOW
Service Now, Inc.

Technology
25
+ 8.68%
$850.86 - $1044.69 $21.3K - $26.1K
313 $288K
CPRT
Copart Inc

Consumer Cyclical
334
+ 5.87%
$44.6 - $49.97 $14.9K - $16.7K
6.02K $270K
KO
Coca Cola CO

Consumer Defensive
383
+ 4.46%
$65.67 - $71.67 $25.2K - $27.4K
8.96K $594K
DE
Deere & CO

Industrials
2
+ 0.45%
$457.26 - $524.37 $915 - $1.05K
445 $203K
V
Visa Inc.

Financial Services
55
+ 1.0%
$332.09 - $358.86 $18.3K - $19.7K
5.57K $1.9M
COST
Costco Wholesale Corp

Consumer Defensive
50
+ 3.16%
$915.95 - $994.57 $45.8K - $49.7K
1.63K $1.51M
NFLX
Netflix Inc

Communication Services
49
+ 5.65%
$1147.87 - $1297.18 $56.2K - $63.6K
917 $1.1M
WM
Waste Management Inc

Industrials
239
+ 1.52%
$213.88 - $237.1 $51.1K - $56.7K
16K $3.53M
CRM
Salesforce, Inc.

Technology
38
+ 0.92%
$231.66 - $273.65 $8.8K - $10.4K
4.18K $991K
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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