LO

Live Oak Private Wealth LLC

13F
Live Oak Private Wealth LLC
Last update 2025-04-22 188 Stocks (8 new)
Value $617.00 Mil Turnover 6 %
Countries:
Top Holdings: BRK.B(5.74%)SCHW(2.81%)AAPL(2.77%)BAC(2.55%)MSFT(2.50%)
Summary Stock Picks Current Portfolio
Live Oak Private Wealth LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B
Berkshire Hathaway Inc
66,461
35,395.8
-1.17%
5.740
-0.06%
0.000
-8.39%
+6.48%
1,040,746.7
Insurance
SCHW
Charles Schwab Corp
221,476
17,337.2
+0.63%
2.810
+0.02%
0.010
+22.61%
+29.40%
172,884.7
Capital Markets
AAPL
Apple Inc
76,835
17,067.4
-0.96%
2.770
-0.03%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
BAC
Bank of America Corp
377,203
15,740.7
+0.95%
2.550
+0.02%
0.000
+24.96%
+10.87%
358,001.8
Banks
MSFT
Microsoft Corp
41,157
15,450.0
-0.98%
2.500
-0.03%
0.000
+35.37%
+20.48%
3,759,901.0
Software
LOW
Lowe's Companies Inc
61,206
14,275.0
+0.57%
2.310
+0.01%
0.010
+5.54%
-5.98%
128,121.7
Retail - Cyclical
GOOG
Alphabet Inc
91,018
14,219.7
+1.58%
2.300
+0.04%
0.000
+21.57%
+0.80%
2,309,505.8
Interactive Media
UNH
UnitedHealth Group Inc
25,306
13,254.3
+2.08%
2.150
+0.04%
0.000
-31.16%
-41.52%
265,347.7
Healthcare Plans
DLTR
Dollar Tree Inc
170,040
12,764.9
+42.62%
2.070
+0.62%
0.080
+37.74%
+53.35%
23,983.3
Retail - Defensive
JPM
JPMorgan Chase & Co
51,800
12,706.5
-0.47%
2.060
-0.01%
0.000
+23.79%
+25.81%
815,993.3
Banks

Live Oak Private Wealth LLC's Historical Top Holdings Breakdowns

Live Oak Private Wealth LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MKC
McCormick & Co Inc
2025-03-31
Sold Out
Sold Out
-0.82%
●
71.24 ($78.37) 84.73
$72.41
-7.60%
Sold Out
0
-64,153
DLTR
Dollar Tree Inc
2025-03-31
Add
Add
+0.62%
●
61.92 ($71.51) 76.95
$114.92
60.70%
Add 42.62%
170,040
50,818
BRK.A
Berkshire Hathaway Inc
2025-03-31
New Buy
New Buy
+0.39%
●
663000 ($729331) 801950
$723,120.00
-0.85%
New holding
3
3
FCNCA
First Citizens BancShares Inc
2025-03-31
Add
Add
+0.39%
●
1728.36 ($2036.71) 2231.14
$2,158.23
5.97%
Add 427.3%
1,603
1,299
FI
Fiserv Inc
2025-03-31
Reduce
Reduce
-0.38%
●
200.51 ($218.93) 237.79
$143.00
-34.68%
Reduce -21.74%
39,364
-10,933
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
2025-03-31
Add
Add
+0.36%
●
37.84 ($40.57) 42.31
$43.57
7.39%
Add 145.5%
96,185
57,006
SLB
Schlumberger Ltd
2025-03-31
Add
Add
+0.33%
●
38.4 ($40.98) 43.74
$35.14
-14.25%
Add 38.15%
176,007
48,607
UPS
United Parcel Service Inc
2025-03-31
Add
Add
+0.25%
●
109.66 ($119.57) 136.26
$103.53
-13.41%
Add 26.39%
66,041
13,789
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
2025-03-31
Add
Add
+0.24%
●
46.74 ($47.22) 47.57
$47.90
1.44%
Add 416.23%
38,480
31,026
OIH
VanEck Oil Services ETF
2025-03-31
Sold Out
Sold Out
-0.23%
●
246.39 ($272.48) 299.62
$250.92
-7.91%
Sold Out
0
-5,010

Live Oak Private Wealth LLC Total Holding History ($B)

To

Live Oak Private Wealth LLC's Asset Allocation

To

Live Oak Private Wealth LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Live Oak Private Wealth LLC's Hypothetical Growth since 2025-03-31

Live Oak Private Wealth LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Live Oak Private Wealth LLC's Holdings Heat Map

Size field:

Live Oak Private Wealth LLC's Holdings Bubble Chart

Live Oak Private Wealth LLC News

  • 1

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