Live Oak Investment Partners Purchases in Q3 2025

Live Oak Investment Partners

  • $146 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PULS
Pgim ETF Tr

ETFs
333K
New
$49.58 - $49.83 $16.5M - $16.6M
333K $16.6M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
358K
New
$24.73 - $25.29 $8.85M - $9.05M
358K $9.02M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
47.1K
New
$98.53 - $107.1 $4.64M - $5.05M
47.1K $4.95M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
132K
New
$25.43 - $27.31 $3.35M - $3.6M
132K $3.6M
GOOG
Alphabet Inc.

Communication Services
10.7K
New
$175.16 - $255.24 $1.87M - $2.73M
10.7K $2.6M
XOM
Exxon Mobil Corp

Energy
22.1K
New
$105.83 - $117.22 $2.34M - $2.59M
22.1K $2.49M
SRLN
Ssga Active Trust

ETFs
54.3K
+ 47.61%
$41.28 - $41.65 $2.24M - $2.26M
168K $7M
VEA
Vanguard Ftse Developed Market

ETFs
37.3K
+ 22.8%
$56.02 - $60.3 $2.09M - $2.25M
201K $12M
NVDA
Nvidia Corp

Technology
11.6K
New
$153.3 - $186.58 $1.77M - $2.16M
11.6K $2.16M
THC
Tenet Healthcare Corp

Healthcare
8.55K
New
$148.38 - $203.04 $1.27M - $1.74M
8.55K $1.74M
NMM
Navios Maritime Partners L.P.

Industrials
30.2K
New
$37.51 - $49.19 $1.13M - $1.49M
30.2K $1.36M
AMZN
Amazon Com Inc

Consumer Cyclical
6.15K
+ 106.66%
$211.65 - $238.24 $1.3M - $1.47M
11.9K $2.62M
T
At&T Inc.

Communication Services
47.8K
New
$26.94 - $29.62 $1.29M - $1.42M
47.8K $1.35M
ORI
Old Republic International Corp

Financial Services
30K
New
$35.74 - $42.47 $1.07M - $1.27M
30K $1.27M
SU
Suncor Energy Inc

Energy
26.5K
New
$37.83 - $43.02 $1M - $1.14M
26.5K $1.11M
FTLS
First Tr Long/Short Equity ETF

ETFs
15K
+ 21.37%
$65.78 - $69.95 $986K - $1.05M
85.2K $5.96M
IDXX
Idexx Laboratories Inc

Healthcare
1.6K
New
$514.61 - $682.78 $821K - $1.09M
1.6K $1.02M
BMY
Bristol Myers Squibb CO

Healthcare
22.1K
New
$43.31 - $48.98 $956K - $1.08M
22.1K $995K
AEP
American Electric Power CO Inc

Utilities
8.62K
New
$103.26 - $115.0 $890K - $991K
8.62K $969K
CMCSA
Comcast Corp

Communication Services
30.2K
New
$31.41 - $36.33 $950K - $1.1M
30.2K $949K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
13.9K
+ 53.21%
$62.54 - $68.42 $869K - $950K
40K $2.7M
RGA
Reinsurance Group Of America Inc

Financial Services
4.86K
New
$177.1 - $199.23 $861K - $969K
4.86K $934K
OPCH
Option Care Health, Inc.

Healthcare
32.9K
New
$26.82 - $31.95 $882K - $1.05M
32.9K $912K
DRI
Darden Restaurants Inc

Consumer Cyclical
4.28K
New
$184.73 - $220.27 $790K - $942K
4.28K $814K
QAI
Iq Hedge Multi Strategy Compos

ETFs
22.8K
+ 21.69%
$32.26 - $33.68 $736K - $768K
128K $4.3M
AVGO
Broadcom Inc.

Technology
2.3K
+ 344.38%
$264.74 - $369.57 $608K - $849K
2.96K $977K
CI
Cigna Corp

Healthcare
2.59K
New
$262.23 - $334.39 $679K - $866K
2.59K $746K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
12.7K
+ 309.94%
$50.47 - $50.74 $639K - $642K
16.7K $849K
MRK
Merck & Co., Inc.

Healthcare
7.35K
+ 41.69%
$77.6 - $87.37 $570K - $642K
25K $2.1M
RY
Royal Bank Of Canada

Financial Services
4.02K
New
$128.46 - $148.6 $516K - $597K
4.02K $591K
PSA
Public Storage

Real Estate
1.93K
New
$271.94 - $298.09 $524K - $574K
1.93K $556K
UGI
Ugi Corp

Utilities
15.2K
New
$32.64 - $37.14 $496K - $564K
15.2K $505K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.94K
+ 13.03%
$108.46 - $120.63 $427K - $475K
34.1K $4.06M
FANG
Diamondback Energy, Inc.

Energy
3.27K
New
$134.53 - $152.5 $439K - $498K
3.27K $467K
DUK
Duke Energy Corp

Utilities
3.77K
New
$116.31 - $125.93 $438K - $474K
3.77K $465K
HDV
Ishares Core High Dividend ETF

ETFs
3.46K
+ 119.71%
$118.16 - $123.66 $409K - $428K
6.35K $778K
WMT
Walmart Inc.

Consumer Defensive
3.99K
+ 155.85%
$94.4 - $104.27 $376K - $416K
6.54K $674K
USB
Us Bancorp \De\

Financial Services
7.5K
+ 82.87%
$43.94 - $50.41 $330K - $378K
16.6K $800K
RIO
Rio Tinto PLC

Basic Materials
4.55K
+ 27.95%
$57.66 - $66.01 $262K - $300K
20.8K $1.37M
HD
Home Depot, Inc.

Consumer Cyclical
700
+ 44.0%
$357.4 - $423.42 $250K - $296K
2.29K $928K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
10.6K
+ 200.0%
$23.82 - $25.84 $251K - $273K
15.8K $406K
XLU
Utilities Sector Spdr

ETFs
3.05K
New
$81.14 - $87.32 $248K - $266K
3.05K $266K
NEE
Nextera Energy Inc

Utilities
3.02K
New
$69.77 - $77.54 $211K - $234K
3.02K $228K
BAC
Bank Of America Corp

Financial Services
4.26K
New
$44.92 - $52.42 $191K - $223K
4.26K $219K
VGT
Vanguard Information Technolog

ETFs
276
+ 5.16%
$656.44 - $753.15 $181K - $208K
5.63K $4.2M
MCD
Mcdonalds Corp

Consumer Cyclical
422
+ 17.89%
$291.67 - $316.99 $123K - $134K
2.78K $845K
CSCO
Cisco Systems, Inc.

Technology
1.86K
+ 11.98%
$66.2 - $71.79 $123K - $133K
17.4K $1.19M
KO
Coca Cola CO

Consumer Defensive
1.88K
+ 17.02%
$65.67 - $71.67 $123K - $135K
12.9K $857K
PKG
Packaging Corp Of America

Consumer Cyclical
444
+ 12.8%
$191.41 - $220.25 $85K - $97.8K
3.91K $852K
Activity Summary
Buys All Purchases 55 New Holdings 28 Increased Positions 27 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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