October Effect LTD
OCTOBER EFFECT LTD is a Virginia Beach, VA-based Registered Investment Adviser firm offering financial planning, investment management, risk analysis, and retirement solutions. Founded to help individuals and families navigate personal finance, the firm provides education-focused planning and asset protection strategies to clients across the United States. Estimated to have approximately 10 employees, October Effect Ltd specializes in developing tailored plans for retirement, estate needs, income protection, and long-term care.
Investment Strategy
October Effect Ltd. focuses on comprehensive wealth management and personal financial planning, emphasizing risk assessment, asset and income protection, and retirement planning. The firm employs a holistic approach, educating clients about risk tolerance and diversification. They concentrate on long-term security, tailoring strategies to protect assets from market downturns, taxation, and life events such as disability or divorce. The advisory philosophy centers on helping clients understand and control risk in pursuit of their financial objectives.
Top Holdings
Equity Positions (51)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 12.15% | $10.1M | 63,806 | $157.99 | $157.99 | +$10.1M |
M META | META PLATFORMS INC | 9.01% | $7.5M | 10,122 | $738.09 | $738.09 | +$7.5M |
B BIL | SPDR SERIES TRUST | 7.30% | $6.1M | 65,992 | $91.73 | $91.73 | +$6.1M |
P PLTR | PALANTIR TECHNOLOGIES INC | 6.40% | $5.3M | 38,922 | $136.32 | $136.32 | +$5.3M |
V VST | VISTRA CORP | 5.21% | $4.3M | 22,276 | $193.81 | $193.81 | +$4.3M |