Stock Taper

OCTAVIA WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Amgen Inc.AMGN1.2K$432.81K
The Progressive CorporationPGR1.22K$266.51K
Costco Wholesale CorporationCOST1.29K$1.21M
UnitedHealth Group IncorporatedUNH1.32K$547.23K
Novartis AGNVS1.33K$207.81K
Phillips 66PSX1.58K$267.27K
Okta, Inc.OKTA1.6K$218.73K
The TJX Companies, Inc.TJX1.65K$249.69K
Salesforce, Inc.CRM1.68K$264.08K
NXP Semiconductors N.V.NXPI1.72K$484.18K
Dollar General CorporationDG1.78K$204.91K
FedEx CorporationFDX1.88K$592.31K
AbbVie Inc.ABBV1.93K$486.72K
CrowdStrike Holdings, Inc.CRWD1.94K$1.48M
Palo Alto Networks, Inc.PANW2.02K$688.18K
Oracle CorporationORCL2.07K$303.56K
Citigroup Inc.C2.08K$291.68K
American Electric Power Company, Inc.AEP2.33K$319.04K
Elevance Health Inc.ELV2.36K$912.72K
GE AerospaceGE2.45K$916.32K