Octavia Wealth Advisors, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationcincinnati, OH
- CIK0001841259
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
231 | $823.56M | SPYV, KRE, FBND, AAPL | 13F-HR | Apr 14, 2025 | 000195175725000357 | ||
221 | $824.14M | SPYV, KRE, FBND, AAPL | 13F-HR | Jan 17, 2025 | 000195175725000050 | ||
223 | $811.59M | SPYV, KRE, FBND, AAPL | 13F-HR | Oct 10, 2024 | 000195175724001004 | ||
214 | $734.21M | SPYV, FBND, KRE, AAPL | 13F-HR | Aug 2, 2024 | 000195175724000616 | ||
218 | $676.84M | SPYV, FBND, KRE, AAPL | 13F-HR | Apr 15, 2024 | 000195175724000286 | ||
221 | $567.55M | AAPL, EFG, DWM, IEMG | 13F-HR | Jan 30, 2024 | 000195175724000163 | ||
198 | $493.62M | AAPL, DWM, IEMG, EFG | 13F-HR | Oct 30, 2023 | 000195175723000640 | ||
187 | $492.64M | AAPL, ESGE, DWM, EFG | 13F-HR | Jul 18, 2023 | 000195175723000380 | ||
187 | $444.24M | AAPL, FPXI, ESGE, DWM | 13F-HR | Apr 20, 2023 | 000195175723000196 | ||
185 | $405.45M | AAPL, FVD, VYM, KRE | 13F-HR | Jan 19, 2023 | 000195175723000021 | ||
174 | $369.90M | AAPL, FVD, VYM, AGOX | 13F-HR | Oct 17, 2022 | 000184125922000006 | ||
164 | $381.89M | AAPL, AGOX, NDQ, FVD | 13F-HR | Jul 18, 2022 | 000184125922000005 | ||
193 | $450.07M | AAPL, NDQ, AGOX, FVD | 13F-HR | Apr 20, 2022 | 000184125922000003 | ||
191 | $463.23M | AAPL, NDQ, AGOX, FVD | 13F-HR | Jan 28, 2022 | 000184125922000002 | ||
182 | $391.28M | AAPL, NDQ, AGOX, FVD | 13F-HR | Nov 12, 2021 | 000184125921000005 | ||
163 | $379.27M | AAPL, FVD, INVESCO QQQ TR, KRE | 13F-HR | Jul 26, 2021 | 000184125921000004 | ||
165 | $335.96M | AAPL, FVD, NDQ, KRE | 13F-HR | May 10, 2021 | 000184125921000003 | ||
159 | $308.04M | AAPL, KRE, FVD, VCSH | 13F-HR | Feb 12, 2021 | 000184125921000002 |