Octavia Wealth Advisors, LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $818 Million distributed in 231 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 Value E with a value of $101M, Spdr Portfolio with a value of $83.4M, Fidelity Merrimack Str Tr Tota with a value of $67.1M, Apple Inc. with a value of $42.8M, and Ishares Inc with a value of $39.1M.
Examining the 13F form we can see an decrease of $3.75M in the current position value, from $822M to 818M.
Below you can find more details about Octavia Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$818 Million
ETFs: $601 Million
Technology: $82.4 Million
Consumer Defensive: $32.4 Million
Communication Services: $27.9 Million
Consumer Cyclical: $24.8 Million
Financial Services: $22.8 Million
Healthcare: $9.36 Million
Industrials: $8.52 Million
Other: $8.57 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
