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
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
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
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
USB
Us Bancorp \De\

Financial Services
263
+ 5.47%
$43.94 - $50.41 $11.6K - $13.3K
5.07K $245K
IBM
International Business Machines Corp

Technology
137
+ 16.06%
$234.77 - $292.47 $32.2K - $40.1K
990 $279K
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
VALE
Vale S.A.

Basic Materials
90
+ 0.78%
$9.53 - $10.95 $858 - $985
11.6K $125K
CRWD
Crowd Strike Holdings, Inc.

Technology
96
+ 5.53%
$412.46 - $514.1 $39.6K - $49.4K
1.83K $898K
WTI
W&T Offshore Inc

Energy
5.34K
+ 20.41%
$1.65 - $2.06 $8.81K - $11K
31.5K $57K
VIG
Vanguard Dividend Appreciation

ETFs
78
+ 3.81%
N/A
2.13K $387K
LYG
Lloyds Banking Group PLC

Financial Services
1.52K
+ 6.19%
$4.03 - $4.63 $6.14K - $7.06K
26.1K $118K
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
MAR
Marriott International Inc

Consumer Cyclical
84
+ 8.02%
$255.35 - $282.87 $21.4K - $23.8K
1.13K $294K
USTB
Victory Portfolios Ii Victorys

ETFs
140
+ 2.49%
$50.54 - $51.1 $7.08K - $7.15K
5.76K $293K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
129
+ 1.29%
$25.39 - $25.57 $3.28K - $3.3K
10.2K $259K
HON
Honeywell International Inc

Industrials
130
+ 11.94%
$207.7 - $240.4 $27K - $31.3K
1.22K $256K
PANW
Palo Alto Networks Inc

Technology
21
+ 1.1%
$167.06 - $208.19 $3.51K - $4.37K
1.93K $392K
DHR
Danaher Corp

Healthcare
5
+ 0.44%
$181.46 - $212.2 $907 - $1.06K
1.14K $225K
Ishares Bitcoin Trust ETF
453
+ 3.15%
N/A
14.8K $0
First Tr Exchng Traded Fd Vi
1.4K
+ 5.98%
N/A
24.8K $0
Sila Realty Trust Inc
1.25K
+ 10.11%
N/A
13.6K $0
Ge Vernova Inc
325
+ 74.37%
N/A
762 $0
LNG
Cheniere Energy, Inc.

Energy
42
+ 3.84%
$222.68 - $244.28 $9.35K - $10.3K
1.14K $266K
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
COST
Costco Wholesale Corp

Consumer Defensive
50
+ 3.16%
$915.95 - $994.57 $45.8K - $49.7K
1.63K $1.51M
V
Visa Inc.

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