Octavia Wealth Advisors, LLC Incresed Positions in Q3 2025

Octavia Wealth Advisors, LLC

  • $990 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GE
General Electric CO

Industrials
578
+ 29.63%
$244.75 - $305.63 $141K - $177K
2.53K $760K
QCOM
Qualcomm Inc

Technology
1.17K
+ 19.35%
$145.84 - $173.55 $170K - $202K
7.19K $1.2M
ELV
Elevance Health, Inc.

Healthcare
927
+ 95.67%
$274.66 - $395.76 $255K - $367K
1.9K $612K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5.58K
+ 6.38%
$37.14 - $37.85 $207K - $211K
93.1K $3.52M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
293
+ 5.93%
$459.11 - $506.91 $135K - $149K
5.23K $2.63M
LMT
Lockheed Martin Corp

Industrials
391
+ 46.6%
$410.74 - $499.21 $161K - $195K
1.23K $614K
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
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
286
+ 31.88%
$567.77 - $614.76 $162K - $176K
1.18K $724K
SHOP
Shopify Inc.

Technology
350
+ 7.43%
$112.11 - $157.12 $39.2K - $55K
5.06K $751K
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
AMAT
Applied Materials Inc

Technology
72
+ 1.16%
$156.25 - $204.95 $11.3K - $14.8K
6.27K $1.28M
RIO
Rio Tinto PLC

Basic Materials
1.75K
+ 39.65%
$57.66 - $66.01 $101K - $116K
6.18K $407K
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
UPS
United Parcel Service Inc

Industrials
3.14K
+ 38.66%
$82.58 - $105.54 $259K - $331K
11.3K $940K
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
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.03K
+ 19.98%
$52.39 - $53.11 $107K - $108K
12.2K $647K
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
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
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
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
874
+ 17.96%
$54.35 - $59.32 $47.5K - $51.8K
5.74K $339K
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
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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