Octavia Wealth Advisors, LLC Incresed Positions in Q1 2025

Octavia Wealth Advisors, LLC

  • $818 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JMIA
Jumia Technologies Ag

Consumer Cyclical
14.6K
+ 89.2%
$2.15 - $4.21 $31.4K - $61.6K
31K $69K
WTI
W&T Offshore Inc

Energy
4.5K
+ 19.51%
$1.44 - $1.89 $6.48K - $8.51K
27.6K $43K
CGDV
Capital Group Divid Value ETF

ETFs
31
+ 0.28%
$34.95 - $37.36 $1.08K - $1.16K
11.3K $399K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
53
+ 5.84%
$507.05 - $563.67 $26.9K - $29.9K
960 $490K
VFH
Vanguard Financial ETF

ETFs
1
+ 0.03%
$114.07 - $127.34 $114 - $127
3.37K $397K
Ishares Bitcoin Trust ETF
3.16K
+ 31.07%
N/A
13.3K $0
CMCSA
Comcast Corp

Communication Services
1
+ 0.02%
$33.19 - $38.23 $33.2 - $38.2
5.98K $220K
PYPL
Pay Pal Holdings, Inc.

Financial Services
713
+ 28.08%
$65.15 - $91.81 $46.5K - $65.5K
3.25K $212K
FDVV
Fidelity High Dividend ETF

ETFs
311
+ 1.27%
$48.86 - $52.28 $15.2K - $16.3K
24.8K $1.22M
VOE
Vanguard Mid Cap Value Index F

ETFs
26
+ 0.81%
$156.61 - $168.02 $4.07K - $4.37K
3.22K $512K
HON
Honeywell International Inc

Industrials
1
+ 0.08%
$202.75 - $226.52 $203 - $227
1.28K $271K
IVV
Ishares Core S&P 500 ETF

ETFs
138
+ 4.12%
$554.06 - $615.85 $76.5K - $85K
3.49K $1.95M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
87
+ 10.39%
$314.47 - $431.35 $27.4K - $37.5K
924 $338K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
43
+ 3.41%
$211.47 - $267.17 $9.09K - $11.5K
1.3K $276K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
3
+ 0.02%
$48.02 - $53.02 $144 - $159
17.5K $857K
NOW
Service Now, Inc.

Technology
40
+ 16.06%
$783.83 - $1170.39 $31.4K - $46.8K
289 $230K
HD
Home Depot, Inc.

Consumer Cyclical
72
+ 2.51%
$347.25 - $424.87 $25K - $30.6K
2.94K $1.08M
DIS
Walt Disney CO

Communication Services
231
+ 4.8%
$96.87 - $114.0 $22.4K - $26.3K
5.05K $498K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10
+ 0.28%
$102.49 - $119.96 $1.02K - $1.2K
3.61K $375K
VGT
Vanguard Information Technolog

ETFs
15
+ 2.44%
$542.38 - $646.34 $8.14K - $9.7K
630 $342K
IWM
Ishares Russell 2000 ETF

ETFs
23
+ 1.03%
$198.1 - $229.79 $4.56K - $5.29K
2.26K $452K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3
+ 0.06%
$126.86 - $146.45 $381 - $439
4.68K $594K
VUG
Vanguard Growth ETF

ETFs
16
+ 1.01%
$369.1 - $427.61 $5.91K - $6.84K
1.6K $592K
AMD
Advanced Micro Devices Inc

Technology
491
+ 7.87%
$96.63 - $129.55 $47.4K - $63.6K
6.73K $691K
IJK
Ishares S&P Midcap 400 Growth

ETFs
8
+ 0.1%
$81.62 - $96.63 $653 - $773
8.03K $667K
BAC
Bank Of America Corp

Financial Services
1.15K
+ 2.15%
$39.61 - $47.74 $45.4K - $54.7K
54.4K $2.27M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
416
+ 1.73%
$57.21 - $65.8 $23.8K - $27.4K
24.4K $1.42M
SRE
Sempra Energy

Utilities
263
+ 4.13%
$67.85 - $87.67 $17.8K - $23.1K
6.64K $473K
VTI
Vanguard Total Stock Market Et

ETFs
88
+ 1.2%
$271.18 - $303.12 $23.9K - $26.7K
7.39K $2.02M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
5
+ 0.03%
$96.85 - $111.39 $484 - $557
17.6K $1.73M
NKE
Nike, Inc.

Consumer Cyclical
1.42K
+ 7.56%
$63.29 - $81.72 $90.1K - $116K
20.2K $1.29M
ORCL
Oracle Corp

Technology
93
+ 1.55%
$139.81 - $186.47 $13K - $17.3K
6.09K $852K
SPY
Spdr S&P 500 ETF Trust

ETFs
11
+ 0.18%
$551.42 - $612.93 $6.07K - $6.74K
6.07K $3.39M
MRVL
Marvell Technology, Inc.

Technology
1.07K
+ 20.27%
$61.57 - $126.06 $65.9K - $135K
6.35K $390K
CRM
Salesforce, Inc.

Technology
27
+ 0.65%
$268.36 - $359.95 $7.25K - $9.72K
4.17K $1.12M
GOOG
Alphabet Inc.

Communication Services
287
+ 1.32%
$156.06 - $207.71 $44.8K - $59.6K
22K $3.43M
TSLA
Tesla, Inc.

Consumer Cyclical
174
+ 2.07%
$222.15 - $428.22 $38.7K - $74.5K
8.6K $2.23M
AGOX
Starboard Invt Tr

ETFs
33.7K
+ 4.17%
$24.2 - $29.41 $816K - $992K
842K $20.5M
GOOGL
Alphabet Inc.

Communication Services
3.18K
+ 2.87%
$154.33 - $206.19 $491K - $656K
114K $17.6M
Activity Summary
Buys All Purchases 108 New Holdings 18 Increased Positions 90 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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