Stock Taper

OCTAVIA WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
U.S. BancorpUSB3.84K$233.93K
ConocoPhillipsCOP3.78K$392.53K
SempraSRE3.34K$311.66K
RTX CorporationRTX2.98K$565.49K
The Home Depot, Inc.HD2.95K$1.04M
The Walt Disney CompanyDIS2.91K$282.5K
Intel Corp.INTC2.88K$401.69K
Uber Technologies, Inc.UBER2.85K$205.66K
Abbott LaboratoriesABT2.68K$243.14K
The Southern CompanySO2.67K$255.83K
GE AerospaceGE2.45K$916.32K
Elevance Health Inc.ELV2.36K$912.72K
American Electric Power Company, Inc.AEP2.33K$319.04K
Citigroup Inc.C2.08K$291.68K
Oracle CorporationORCL2.07K$303.56K
Palo Alto Networks, Inc.PANW2.02K$688.18K
CrowdStrike Holdings, Inc.CRWD1.94K$1.48M
AbbVie Inc.ABBV1.93K$486.72K
FedEx CorporationFDX1.88K$592.31K
Dollar General CorporationDG1.78K$204.91K