Octavia Wealth Advisors, LLC Sells in Q4 2025

Octavia Wealth Advisors, LLC

  • $1.01 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ISHG
Ishares Intl Treasury Bond ETF

ETFs
-42.1K
- 38.93%
$74.71 - $76.22 $3.14M - $3.21M
66K $4.98M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-42.9K
- 11.28%
$44.53 - $47.25 $1.91M - $2.03M
337K $15.4M
PG
Procter & Gamble CO

Consumer Defensive
-10.5K
- 14.82%
$145.5 - $153.18 $1.53M - $1.62M
60.6K $8.84M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
-14.4K
- 9.71%
$115.95 - $121.97 $1.67M - $1.76M
134K $15.8M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
-16.7K
- 9.5%
$97.44 - $101.82 $1.63M - $1.7M
159K $15.7M
MSFT
Microsoft Corp

Technology
-2.49K
- 11.54%
$496.82 - $542.07 $1.24M - $1.35M
19.1K $9.68M
KR
Kroger CO

Consumer Defensive
-21.3K
- 38.92%
$63.15 - $69.15 $1.34M - $1.47M
33.4K $2.23M
JPM
Jpmorgan Chase & CO

Financial Services
-3.5K
- 18.77%
$294.11 - $320.41 $1.03M - $1.12M
15.1K $4.55M
NVDA
Nvidia Corp

Technology
-5.63K
- 3.64%
$179.83 - $207.04 $1.01M - $1.17M
149K $27.8M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.05K
- 11.73%
$401.99 - $468.37 $421K - $491K
7.88K $3.22M
ORCL
Oracle Corp

Technology
-815
- 16.55%
$217.57 - $313.0 $177K - $255K
4.11K $903K
FVD
First Tr Value Line Divid Inde

ETFs
-8.72K
- 34.2%
$45.0 - $46.25 $392K - $403K
16.8K $769K
PLTR
Palantir Technologies Inc.

Technology
-1.15K
- 5.02%
$172.14 - $207.18 $197K - $237K
21.7K $3.77M
NXPI
Nxp Semiconductors N.V.

Technology
-904
- 25.71%
$197.1 - $231.42 $178K - $209K
2.61K $514K
V
Visa Inc.

Financial Services
-474
- 8.52%
$325.75 - $352.42 $154K - $167K
5.09K $1.66M
COST
Costco Wholesale Corp

Consumer Defensive
-240
- 14.7%
$910.94 - $954.99 $219K - $229K
1.39K $1.27M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-397
- 40.51%
$506.07 - $566.91 $201K - $225K
583 $308K
WM
Waste Management Inc

Industrials
-182
- 1.14%
$196.77 - $219.98 $35.8K - $40K
15.8K $3.3M
PM
Philip Morris International Inc.

Consumer Defensive
-9
- 0.04%
$144.33 - $160.86 $1.3K - $1.45K
23.3K $3.56M
AEP
American Electric Power CO Inc

Utilities
-1.88K
- 49.72%
$112.75 - $122.73 $212K - $231K
1.9K $230K
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.14K
- 15.84%
$136.84 - $145.3 $156K - $165K
6.05K $827K
VZ
Verizon Communications Inc

Communication Services
-1.43K
- 3.55%
$38.4 - $43.83 $54.7K - $62.5K
38.7K $1.59M
OKTA
Okta, Inc.

Technology
-1.66K
- 37.9%
$83.76 - $94.92 $139K - $157K
2.71K $227K
HD
Home Depot, Inc.

Consumer Cyclical
-38
- 1.22%
$358.03 - $397.02 $13.6K - $15.1K
3.08K $1.1M
BA
Boeing CO

Industrials
-579
- 31.71%
$191.81 - $225.32 $111K - $130K
1.25K $239K
GLD
Spdr Gold Trust

ETFs
-602
- 17.04%
$354.79 - $403.15 $214K - $243K
2.93K $1.1M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-2.36K
- 14.06%
$50.22 - $52.54 $119K - $124K
14.4K $734K
VB
Vanguard Small Cap ETF

ETFs
-376
- 3.41%
$248.1 - $260.08 $93.3K - $97.8K
10.7K $2.66M
NKE
Nike, Inc.

Consumer Cyclical
-134
- 0.69%
$60.8 - $74.57 $8.15K - $9.99K
19.4K $1.22M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-668
- 19.65%
$191.01 - $199.18 $128K - $133K
2.73K $530K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-1.01K
- 7.83%
$90.99 - $95.91 $92.1K - $97.1K
11.9K $1.09M
WPC
W. P. Carey Inc.

Real Estate
-1.73K
- 30.44%
$65.26 - $69.2 $113K - $120K
3.95K $266K
AXP
American Express CO

Financial Services
-366
- 34.43%
$316.26 - $372.77 $116K - $136K
697 $237K
CVX
Chevron Corp

Energy
-683
- 6.89%
$148.9 - $157.72 $102K - $108K
9.23K $1.43M
DWM
Wisdomtree Tr

ETFs
-1.7K
- 10.93%
$65.0 - $67.79 $110K - $115K
13.8K $927K
VBR
Vanguard Small Cap Value ETF

ETFs
-405
- 7.99%
$201.42 - $211.15 $81.6K - $85.5K
4.66K $958K
RTX
Raytheon Technologies Corp

Industrials
-741
- 19.5%
$157.0 - $179.44 $116K - $133K
3.06K $537K
ABBV
Abb Vie Inc.

Healthcare
-445
- 11.67%
$211.96 - $244.38 $94.3K - $109K
3.37K $788K
CGGR
Capital Group Growth ETF Shs C

ETFs
-1.89K
- 11.88%
$43.04 - $45.68 $81.3K - $86.3K
14K $604K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-550
- 3.36%
$106.97 - $112.08 $58.8K - $61.6K
15.8K $1.72M
SCHW
Schwab Charles Corp

Financial Services
-710
- 13.03%
$91.91 - $97.71 $65.3K - $69.4K
4.74K $435K
MA
Mastercard Inc

Financial Services
-97
- 12.95%
$536.85 - $580.45 $52.1K - $56.3K
652 $350K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-352
- 1.64%
$88.49 - $93.64 $31.1K - $33K
21.1K $1.87M
T
At&T Inc.

Communication Services
-1.4K
- 10.31%
$24.44 - $27.55 $34.2K - $38.6K
12.2K $310K
VO
Vanguard Mid Cap ETF

ETFs
-200
- 9.13%
$286.27 - $296.23 $57.3K - $59.2K
1.99K $570K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-123
- 10.4%
$600.51 - $631.95 $73.9K - $77.7K
1.06K $654K
LMT
Lockheed Martin Corp

Industrials
-69
- 5.61%
$452.1 - $514.24 $31.2K - $35.5K
1.16K $546K
PGR
Progressive Corp

Financial Services
-154
- 11.44%
$203.7 - $246.46 $31.4K - $38K
1.19K $268K
CAT
Caterpillar Inc

Industrials
-219
- 28.26%
$480.82 - $585.49 $105K - $128K
556 $306K
Activity Summary
Buys All Purchases 90 New Holdings 14 Increased Positions 76 Sells All Sells 137 Reductions 137 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Octavia Wealth Advisors, LLC Portfolio

Follow Octavia Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Octavia Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Octavia Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email