Octavia Wealth Advisors, LLC Sells in Q1 2025

Octavia Wealth Advisors, LLC

  • $818 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CINF
Cincinnati Financial Corp

Financial Services
-577
- 4.37%
$133.67 - $147.81 $77.1K - $85.3K
12.6K $1.87M
GS
Goldman Sachs Group Inc

Financial Services
-11
- 1.3%
$524.81 - $672.19 $5.77K - $7.39K
835 $456K
USB
Us Bancorp \De\

Financial Services
-18
- 0.38%
$40.92 - $50.9 $737 - $916
4.69K $198K
CGUS
Capital Group Core Equity ETF
-166
- 1.41%
$33.08 - $36.62 $5.49K - $6.08K
11.6K $386K
CGXU
Capital Group Intl Focus Equit

ETFs
-1.04K
- 9.14%
$24.59 - $26.59 $25.6K - $27.7K
10.4K $257K
CGGO
Capital Group Global Growth Eq

ETFs
-552
- 5.24%
$28.33 - $30.84 $15.6K - $17K
9.98K $283K
AIA
Ishares S&P Asia 50 ETF

ETFs
-677
- 12.41%
$65.86 - $77.42 $44.6K - $52.4K
4.78K $346K
EW
Edwards Lifesciences Corp

Healthcare
-12
- 0.1%
$67.95 - $76.19 $815 - $914
12.4K $900K
PYZ
Invesco Exchange Traded Fd Tr

ETFs
-145
- 4.65%
$84.63 - $93.15 $12.3K - $13.5K
2.97K $251K
CPRT
Copart Inc

Consumer Cyclical
-229
- 3.87%
$52.3 - $59.83 $12K - $13.7K
5.69K $321K
FTSL
First Trust Senior Ln Fund

ETFs
-170
- 1.31%
$45.65 - $46.48 $7.76K - $7.9K
12.8K $584K
XLF
Financial Sector Spdr

ETFs
-532
- 3.99%
$47.32 - $52.19 $25.2K - $27.8K
12.8K $629K
SRLN
Ssga Active Trust

ETFs
-245
- 4.02%
$41.02 - $41.99 $10K - $10.3K
5.85K $240K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-160
- 3.11%
$54.25 - $57.64 $8.68K - $9.22K
4.98K $274K
WFC
Wells Fargo & Company

Financial Services
-189
- 4.69%
$66.78 - $81.42 $12.6K - $15.4K
3.84K $275K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-40
- 1.42%
$90.0 - $96.32 $3.6K - $3.85K
2.78K $254K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-13
- 0.48%
$120.5 - $145.97 $1.57K - $1.9K
2.71K $353K
VDC
Vanguard Consumer Staples ETF

ETFs
-37
- 3.25%
$206.54 - $226.16 $7.64K - $8.37K
1.1K $237K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-224
- 1.36%
$77.7 - $78.94 $17.4K - $17.7K
16.2K $1.28M
SCHW
Schwab Charles Corp

Financial Services
-389
- 5.84%
$71.24 - $83.64 $27.7K - $32.5K
6.27K $491K
MU
Micron Technology Inc

Technology
-463
- 3.31%
$86.89 - $109.38 $40.2K - $50.6K
13.5K $1.18M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-24
- 0.12%
$50.03 - $50.27 $1.2K - $1.21K
20.7K $1.04M
First Tr Exchng Traded Fd Vi
-444
- 3.17%
N/A
13.6K $0
SBUX
Starbucks Corp

Consumer Cyclical
-270
- 6.47%
$91.75 - $115.81 $24.8K - $31.3K
3.9K $381K
LNG
Cheniere Energy, Inc.

Energy
-95
- 6.67%
$209.32 - $253.66 $19.9K - $24.1K
1.33K $307K
GE
General Electric CO

Industrials
-321
- 15.46%
$168.59 - $212.13 $54.1K - $68.1K
1.76K $351K
LLY
Eli Lilly & CO

Healthcare
-41
- 5.58%
$725.72 - $929.72 $29.8K - $38.1K
694 $573K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-7
- 0.05%
$51.52 - $52.37 $361 - $367
13.3K $695K
NOC
Northrop Grumman Corp

Industrials
-30
- 5.26%
$433.45 - $513.82 $13K - $15.4K
540 $276K
CSCO
Cisco Systems, Inc.

Technology
-58
- 1.06%
$58.74 - $64.87 $3.41K - $3.76K
5.4K $332K
MCD
Mcdonalds Corp

Consumer Cyclical
-32
- 3.24%
$279.74 - $321.29 $8.95K - $10.3K
956 $298K
RTX
Raytheon Technologies Corp

Industrials
-429
- 9.73%
$114.1 - $135.66 $48.9K - $58.2K
3.98K $526K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-37
- 1.18%
$74.85 - $84.89 $2.77K - $3.14K
3.1K $255K
T
At&T Inc.

Communication Services
-1.75K
- 13.98%
$21.56 - $28.28 $37.8K - $49.5K
10.8K $304K
ITA
Ishares Tr

ETFs
-1
- 0.04%
$144.84 - $159.5 $145 - $160
2.74K $419K
XLE
Energy Sector Spdr

ETFs
-14
- 0.38%
$85.7 - $93.96 $1.2K - $1.32K
3.64K $336K
PGR
Progressive Corp

Financial Services
-37
- 2.84%
$235.61 - $291.22 $8.72K - $10.8K
1.27K $358K
DUK
Duke Energy Corp

Utilities
-34
- 0.69%
$105.87 - $121.97 $3.6K - $4.15K
4.87K $593K
SHEL
Shell PLC

Energy
-3.29K
- 10.46%
$62.84 - $73.29 $207K - $241K
28.2K $2.05M
SPOT
Spotify Technology S.A.

Communication Services
-15
- 1.68%
$457.79 - $648.32 $6.87K - $9.72K
880 $484K
ABBV
Abb Vie Inc.

Healthcare
-119
- 3.16%
$169.2 - $216.66 $20.1K - $25.8K
3.65K $764K
VZ
Verizon Communications Inc

Communication Services
-2.75K
- 6.45%
$37.81 - $46.49 $104K - $128K
39.8K $1.81M
CVS
Cvs Health Corp

Healthcare
-443
- 6.67%
$44.22 - $68.64 $19.6K - $30.4K
6.2K $419K
WM
Waste Management Inc

Industrials
-354
- 2.12%
$200.54 - $233.78 $71K - $82.8K
16.3K $3.78M
PM
Philip Morris International Inc.

Consumer Defensive
-2.25K
- 8.69%
$117.15 - $158.79 $263K - $356K
23.6K $3.75M
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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