Live Oak Investment Partners Incresed Positions in Q3 2025

Live Oak Investment Partners

  • $146 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
MSFT
Microsoft Corp

Technology
3.34K
+ 98.44%
$491.09 - $535.64 $1.64M - $1.79M
6.73K $3.48M
AMZN
Amazon Com Inc

Consumer Cyclical
6.15K
+ 106.66%
$211.65 - $238.24 $1.3M - $1.47M
11.9K $2.62M
FTLS
First Tr Long/Short Equity ETF

ETFs
15K
+ 21.37%
$65.78 - $69.95 $986K - $1.05M
85.2K $5.96M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
13.9K
+ 53.21%
$62.54 - $68.42 $869K - $950K
40K $2.7M
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
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
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
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
V
Visa Inc.

Financial Services
284
+ 5.59%
$332.09 - $358.86 $94.3K - $102K
5.36K $1.83M
ALL
Allstate Corp

Financial Services
437
+ 4.96%
$192.0 - $214.65 $83.9K - $93.8K
9.24K $1.98M
BK
Bank Of New York Mellon Corp

Financial Services
531
+ 2.36%
$90.65 - $109.75 $48.1K - $58.3K
23K $2.5M
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
3.9K
+ 22.42%
N/A
21.3K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
2K
+ 8.3%
N/A
26.1K $0
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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