Octavia Wealth Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Cincinnati, OH
CIK
0001841259
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 221 567,551 AAPL, EFG, DWM, IEMG 13F-HR 1/30/2024 000195175724000163
Q3 2023 198 493,617 AAPL, DWM, IEMG, EFG 13F-HR 10/30/2023 000195175723000640
Q2 2023 187 492,637 AAPL, ESGE, DWM, EFG 13F-HR 7/18/2023 000195175723000380
Q1 2023 187 444,238 AAPL, FPXI, ESGE, DWM 13F-HR 4/20/2023 000195175723000196
Q4 2022 185 405,448 AAPL, FVD, VYM, SPYG 13F-HR 1/19/2023 000195175723000021
Q3 2022 174 369,905 AAPL, FVD, VYM, AGOX 13F-HR 10/17/2022 000184125922000006
Q2 2022 164 381,887 AAPL, AGOX, QQQ, FVD 13F-HR 7/18/2022 000184125922000005
Q1 2022 193 450,071 AAPL, QQQ, AGOX, FVD 13F-HR 4/20/2022 000184125922000003
Q4 2021 191 463,234 AAPL, QQQ, AGOX, FVD 13F-HR 1/28/2022 000184125922000002
Q3 2021 182 391,280 AAPL, QQQ, AGOX, FVD 13F-HR 11/12/2021 000184125921000005
Q2 2021 163 379,269 AAPL, FVD, INVESCO QQQ TR, SPYG 13F-HR 7/26/2021 000184125921000004
Q1 2021 165 335,958 AAPL, FVD, QQQ, SPYG 13F-HR 5/10/2021 000184125921000003
Q4 2020 159 308,035 AAPL, SPYG, FVD, VCSH 13F-HR 2/12/2021 000184125921000002