Octavia Wealth Advisors, LLC

Q1 2022 13F Holdings Report, Stock Holdings

Signature - Title
Maxim I. Meyers - PARTNER, WEALTH ADVISOR, AND CHIEF COMPLIANCE OFFICER
Location
Cincinnati, OH
Holdings as of
March 31, 2022
Value $
$450M
Num holdings
193
Date filed
4/20/2022, 05:01 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included AAPL, QQQ, AGOX, FVD, and VYM.
Previous filing
Q4 2021 - Jan 28, 2022
Filing 2022 Q1 compared to 2021 Q4 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
MAXIM I. MEYERS PARTNER, WEALTH ADVISOR, AND CHIEF COMPLIANCE OFFICER Cincinnati, Ohio 4/20/2022