Live Oak Investment Partners New Holdings 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
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
T
At&T Inc.

Communication Services
47.8K
New
$26.94 - $29.62 $1.29M - $1.42M
47.8K $1.35M
SU
Suncor Energy Inc

Energy
26.5K
New
$37.83 - $43.02 $1M - $1.14M
26.5K $1.11M
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
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
CI
Cigna Corp

Healthcare
2.59K
New
$262.23 - $334.39 $679K - $866K
2.59K $746K
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
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
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
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
Track This Portfolio

Track Live Oak Investment Partners Portfolio

Follow Live Oak Investment Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Live Oak Investment Partners, based on Form 13F filings with the SEC.

News

Stay updated on Live Oak Investment Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email