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
VOE
Vanguard Mid Cap Value Index F

ETFs
-348
- 13.51%
$169.53 - $176.53 $59K - $61.4K
2.23K $387K
CGUS
Capital Group Core Equity ETF
-1.54K
- 12.82%
$38.81 - $40.67 $59.8K - $62.7K
10.5K $415K
SBUX
Starbucks Corp

Consumer Cyclical
-704
- 20.41%
$78.46 - $87.26 $55.2K - $61.4K
2.75K $232K
XLF
Financial Sector Spdr

ETFs
-729
- 5.25%
$51.76 - $53.77 $37.7K - $39.2K
13.2K $690K
WMT
Walmart Inc.

Consumer Defensive
-498
- 1.06%
$101.18 - $109.03 $50.4K - $54.3K
46.6K $4.8M
TFC
Truist Financial Corp

Financial Services
-640
- 1.98%
$41.09 - $45.64 $26.3K - $29.2K
31.7K $1.42M
HON
Honeywell International Inc

Industrials
-183
- 15.01%
$194.07 - $220.67 $35.5K - $40.4K
1.04K $203K
CGDV
Capital Group Divid Value ETF

ETFs
-1.45K
- 12.69%
$41.33 - $43.47 $59.9K - $63K
9.97K $427K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-248
- 3.72%
$280.66 - $305.09 $69.6K - $75.7K
6.41K $1.81M
SPOT
Spotify Technology S.A.

Communication Services
-11
- 1.6%
$616.91 - $707.3 $6.79K - $7.78K
678 $431K
MCD
Mcdonalds Corp

Consumer Cyclical
-157
- 14.88%
$293.81 - $310.11 $46.1K - $48.7K
898 $273K
GS
Goldman Sachs Group Inc

Financial Services
-38
- 4.56%
$744.6 - $838.97 $28.3K - $31.9K
796 $617K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-495
- 3.04%
$79.55 - $80.13 $39.4K - $39.7K
15.8K $1.26M
CRM
Salesforce, Inc.

Technology
-186
- 4.45%
$235.69 - $263.41 $43.8K - $49K
4K $947K
LNG
Cheniere Energy, Inc.

Energy
-100
- 8.81%
$205.63 - $235.74 $20.6K - $23.6K
1.04K $222K
XOM
Exxon Mobil Corp

Energy
-650
- 9.67%
$110.64 - $119.78 $71.9K - $77.9K
6.07K $714K
ENB
Enbridge Inc

Energy
-442
- 5.52%
$46.39 - $50.07 $20.5K - $22.1K
7.56K $361K
USB
Us Bancorp \De\

Financial Services
-606
- 11.94%
$45.28 - $48.26 $27.4K - $29.2K
4.47K $203K
ITA
Ishares Tr

ETFs
-147
- 5.09%
$205.04 - $218.9 $30.1K - $32.2K
2.74K $564K
DUK
Duke Energy Corp

Utilities
-382
- 7.07%
$121.57 - $129.03 $46.4K - $49.3K
5.02K $628K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-139
- 2.66%
$475.68 - $513.11 $66.1K - $71.3K
5.1K $2.59M
GE
General Electric CO

Industrials
-122
- 4.82%
$291.49 - $314.28 $35.6K - $38.3K
2.41K $722K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-1.49K
- 13.82%
$25.17 - $25.38 $37.5K - $37.8K
9.29K $234K
SO
Southern CO

Utilities
-249
- 8.1%
$90.58 - $99.72 $22.6K - $24.8K
2.83K $255K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-49
- 6.56%
$577.77 - $604.78 $28.3K - $29.6K
698 $409K
CTAS
Cintas Corp

Industrials
-13
- 0.76%
$182.04 - $203.64 $2.37K - $2.65K
1.71K $318K
C
Citigroup Inc

Financial Services
-223
- 7.93%
$93.93 - $102.87 $20.9K - $22.9K
2.59K $254K
VFH
Vanguard Financial ETF

ETFs
-116
- 3.44%
$125.75 - $131.12 $14.6K - $15.2K
3.26K $415K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-62
- 11.83%
$454.87 - $482.76 $28.2K - $29.9K
462 $217K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-401
- 1.42%
$50.83 - $51.07 $20.4K - $20.5K
27.9K $1.42M
SHOP
Shopify Inc.

Technology
-78
- 1.54%
$146.04 - $179.01 $11.4K - $14K
4.98K $727K
SYK
Stryker Corp

Healthcare
-20
- 1.31%
$353.81 - $388.35 $7.08K - $7.77K
1.5K $540K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-131
- 1.92%
$93.11 - $97.9 $12.2K - $12.8K
6.71K $633K
PANW
Palo Alto Networks Inc

Technology
-111
- 5.76%
$204.77 - $221.38 $22.7K - $24.6K
1.82K $372K
CB
Chubb LTD

Financial Services
-115
- 9.94%
$268.2 - $296.22 $30.8K - $34.1K
1.04K $307K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-229
- 8.02%
$98.0 - $102.56 $22.4K - $23.5K
2.63K $266K
SPG
Simon Property Group Inc

Real Estate
-33
- 1.27%
$173.35 - $185.76 $5.72K - $6.13K
2.56K $467K
KLAC
Kla Corp

Technology
-26
- 12.94%
$982.75 - $1235.28 $25.6K - $32.1K
175 $198K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-95
- 3.14%
$114.27 - $121.15 $10.9K - $11.5K
2.93K $342K
IWM
Ishares Russell 2000 ETF

ETFs
-38
- 2.22%
$236.79 - $250.33 $9K - $9.51K
1.67K $397K
IVV
Ishares Core S&P 500 ETF

ETFs
-51
- 1.54%
$656.2 - $690.71 $33.5K - $35.2K
3.26K $2.2M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-176
- 3.74%
$74.09 - $75.1 $13K - $13.2K
4.54K $336K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-268
- 2.82%
$30.13 - $30.32 $8.07K - $8.13K
9.24K $278K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-258
- 1.42%
$26.75 - $27.15 $6.9K - $7K
17.9K $480K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-64
- 1.36%
$161.21 - $171.97 $10.3K - $11K
4.63K $763K
VCIT
Vanguard Intermediate Term Cor

ETFs
-16
- 0.19%
$83.45 - $84.82 $1.34K - $1.36K
8.61K $719K
FDX
Fedex Corp

Industrials
-298
- 11.85%
$224.63 - $268.67 $66.9K - $80.1K
2.22K $586K
IWL
Ishares Tr Russell 200 ETF

ETFs
-53
- 3.42%
$163.11 - $172.47 $8.64K - $9.14K
1.5K $251K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-115
- 0.56%
$50.2 - $50.36 $5.77K - $5.79K
20.5K $1.03M
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
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