Instuitional Investor - Octavia Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Octavia Wealth Advisors, Llc |
| Portfolio Value | $567,551,639 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | AAPL | 208,718 | $40,184,424 | 7.08% | |
| 2. | Ishares Tr | 263,053 | $25,476,676 | 4.48% | |
| 3. | Wisdomtree Trust | 484,851 | $25,459,507 | 4.48% | |
| 4. | Ishares Inc | 502,254 | $25,403,993 | 4.47% | |
| 5. | First Tr Value Line Divid In | 585,442 | $23,745,509 | 4.18% |
