Stock Taper 
OCTAVIA WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Southern Company | SO | 2.67K | $255.83K |
 Abbott Laboratories | ABT | 2.68K | $243.14K |
 Uber Technologies, Inc. | UBER | 2.85K | $205.66K |
 Intel Corp. | INTC | 2.88K | $401.69K |
 The Walt Disney Company | DIS | 2.91K | $282.5K |
 The Home Depot, Inc. | HD | 2.95K | $1.04M |
 RTX Corporation | RTX | 2.98K | $565.49K |
 Sempra | SRE | 3.34K | $311.66K |
 ConocoPhillips | COP | 3.78K | $392.53K |
 U.S. Bancorp | USB | 3.84K | $233.93K |
 Duke Energy Corporation | DUK | 3.91K | $494.98K |
 Blackstone Inc. | BX | 4.26K | $501.12K |
 The Charles Schwab Corporation | SCHW | 4.48K | $413.19K |
 Natera, Inc. | NTRA | 4.49K | $1.22M |
 Berkshire Hathaway Inc. | BRK-B | 4.57K | $2.29M |
 CVS Health Corp. | CVS | 4.64K | $479.9K |
 Shopify Inc. | SHOP | 4.7K | $536.08K |
 Cisco Systems, Inc. | CSCO | 5.12K | $601.2K |
 Chevron Corporation | CVX | 5.3K | $879.33K |
 Visa Inc. | V | 5.66K | $1.94M |