Octavia Wealth Advisors, LLC ETFs

Octavia Wealth Advisors, LLC

  • $1.01 Billion
  • Q4 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$665,000 0.07% of portfolio
6,466
Q4 2025 New
$0
$654,000 0.06% of portfolio
1,060
Q4 2025 Reduced 10.4%
$0
$645,000 0.06% of portfolio
12,225
Q4 2025 Added 0.07%
$0
$633,000 0.06% of portfolio
6,706
Q4 2025 Reduced 1.92%
$0
$626,000 0.06% of portfolio
12,364
Q4 2025 Reduced 6.83%
$0
$604,000 0.06% of portfolio
14,012
Q4 2025 Reduced 11.88%
$0
$602,000 0.06% of portfolio
12,523
Q4 2025 Added 19.59%
$0
$594,000 0.06% of portfolio
6,461
Q4 2025 Added 84.97%
$0
$570,000 0.06% of portfolio
1,990
Q4 2025 Reduced 9.13%
$0
$564,000 0.06% of portfolio
2,743
Q4 2025 Reduced 5.09%
$0
$530,000 0.05% of portfolio
2,731
Q4 2025 Reduced 19.65%
$0
$506,000 0.05% of portfolio
16,251
Q4 2024 Reduced 2.16%
$0
$505,000 0.05% of portfolio
2,775
Q4 2025 Added 30.53%
$0
$497,000 0.05% of portfolio
10,827
Q4 2025 Reduced 0.46%
$0
$480,000 0.05% of portfolio
17,940
Q4 2025 Reduced 1.42%
$0
$479,000 0.05% of portfolio
634
Q3 2025 Added 4.62%
$0
$436,000 0.04% of portfolio
4,487
Q4 2025 Added 0.09%
$0
$427,000 0.04% of portfolio
9,965
Q4 2025 Reduced 12.69%
$0
$427,000 0.04% of portfolio
1,239
Q4 2025 Reduced 6.07%
$0
$415,000 0.04% of portfolio
3,255
Q4 2025 Reduced 3.44%
$0
$415,000 0.04% of portfolio
4,534
Q3 2025 Reduced 49.1%
$0
$409,000 0.04% of portfolio
698
Q4 2025 Reduced 6.56%
$0
$397,000 0.04% of portfolio
1,674
Q4 2025 Reduced 2.22%
$0
$390,000 0.04% of portfolio
5,703
Q4 2025 Added 62.57%
$0
$387,000 0.04% of portfolio
2,227
Q4 2025 Reduced 13.51%
$0
$380,000 0.04% of portfolio
1,814
Q4 2025 Added 30.69%
$0
$380,000 0.04% of portfolio
7,479
Q4 2025 Added 29.84%
$0
$368,000 0.04% of portfolio
11,967
Q3 2025 Added 8.82%
$0
$365,000 0.04% of portfolio
5,091
Q3 2025 Added 51.43%
$0
$359,000 0.04% of portfolio
6,915
Q2 2025 Reduced 16.48%
$0
$357,000 0.04% of portfolio
10,464
Q4 2025 Added 1.2%
$0
$342,000 0.03% of portfolio
2,934
Q4 2025 Reduced 3.14%
$0
$341,000 0.03% of portfolio
5,686
Q4 2025 Reduced 0.94%
$0
$340,000 0.03% of portfolio
7,094
Q4 2025 Added 59.34%
$0
$336,000 0.03% of portfolio
4,536
Q4 2025 Reduced 3.74%
$0
$331,000 0.03% of portfolio
1,174
Q4 2025 Reduced 4.32%
$0
$324,000 0.03% of portfolio
10,834
Q4 2025 Added 0.95%
$0
$314,000 0.03% of portfolio
2,601
Q4 2025 Reduced 0.76%
$0
$309,000 0.03% of portfolio
1,234
Q4 2025 Added 0.08%
$65.3B
$309,000 0.03% of portfolio
4,026
Q4 2025 Reduced 6.28%
$0
$304,000 0.03% of portfolio
2,972
Q3 2025 Added 0.99%
$0
$286,000 0.03% of portfolio
2,412
Q4 2025 Added 0.79%
$0
$284,000 0.03% of portfolio
605
Q4 2025 Added 13.51%
$0
$278,000 0.03% of portfolio
9,244
Q4 2025 Reduced 2.82%
$0
$266,000 0.03% of portfolio
2,626
Q4 2025 Reduced 8.02%
$0
$263,000 0.03% of portfolio
10,318
Q4 2025 Added 1.65%
$0
$251,000 0.02% of portfolio
1,496
Q4 2025 Reduced 3.42%
$0
$241,000 0.02% of portfolio
5,846
Q1 2025 Reduced 4.02%
$0
$234,000 0.02% of portfolio
9,293
Q4 2025 Reduced 13.82%
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