Stock Taper

OCTAVIA WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
NXP Semiconductors N.V.NXPI1.72K$484.18K
Salesforce, Inc.CRM1.68K$264.08K
The TJX Companies, Inc.TJX1.65K$249.69K
Okta, Inc.OKTA1.6K$218.73K
Phillips 66PSX1.58K$267.27K
Novartis AGNVS1.33K$207.81K
UnitedHealth Group IncorporatedUNH1.32K$547.23K
Costco Wholesale CorporationCOST1.29K$1.21M
The Progressive CorporationPGR1.22K$266.51K
Amgen Inc.AMGN1.2K$432.81K
Amphenol CorporationAPH1.19K$210.82K
KLA CorporationKLAC1.17K$352.7K
The Boeing CompanyBA1.11K$241.15K
Marriott International, Inc.MAR1.07K$396.79K
Danaher CorporationDHR1.07K$203.86K
GE Vernova Inc.GEV912$1.07M
Stryker CorporationSYK827$261.1K
The Goldman Sachs Group, Inc.GS779$787.93K
Eli Lilly and CompanyLLY772$926.11K
McDonald's CorporationMCD740$200.03K