Live Oak Investment Partners New Holdings in Q4 2024

Live Oak Investment Partners

  • $126 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
91K
New
$26.01 - $28.19 $2.37M - $2.57M
91K $2.38M
NKE
Nike, Inc.

Consumer Cyclical
19.3K
New
$73.36 - $89.13 $1.41M - $1.72M
19.3K $1.46M
ENOV
Enovis Corp

Industrials
24.2K
New
$38.5 - $49.33 $932K - $1.19M
24.2K $1.06M
DRI
Darden Restaurants Inc

Consumer Cyclical
4.15K
New
$155.96 - $188.66 $647K - $782K
4.15K $774K
BBY
Best Buy CO Inc

Consumer Cyclical
6.5K
New
$85.2 - $101.35 $554K - $659K
6.5K $557K
FANG
Diamondback Energy, Inc.

Energy
2.53K
New
$153.06 - $199.5 $387K - $504K
2.53K $413K
DUK
Duke Energy Corp

Utilities
2.91K
New
$105.76 - $120.76 $308K - $351K
2.91K $313K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.94K
New
$41.17 - $43.34 $79.7K - $83.9K
1.94K $80K
DFAU
Dimensional ETF Tr

ETFs
1.97K
New
$39.27 - $42.38 $77.2K - $83.3K
1.97K $79K
NTES
Net Ease, Inc.

Communication Services
700
New
$76.28 - $104.26 $53.4K - $73K
700 $62K
CDNS
Cadence Design Systems Inc

Technology
184
New
$249.1 - $324.54 $45.8K - $59.7K
184 $55K
FMB
First Tr Exchange Traded Fd Ii

ETFs
550
New
$50.62 - $52.07 $27.8K - $28.6K
550 $28K
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.4K
New
$17.65 - $18.18 $24.7K - $25.5K
1.4K $24K
DFAT
Dimensional ETF Tr U S Target

ETFs
407
New
$54.54 - $61.04 $22.2K - $24.8K
407 $22K
DFAE
Dimensional ETF Tr

ETFs
826
New
$25.36 - $28.15 $20.9K - $23.3K
826 $20K
DFSD
Dimensional ETF Tr Short Durat

ETFs
260
New
$46.75 - $47.8 $12.2K - $12.4K
260 $12K
GSL
Global Ship Lease, Inc.

Industrials
465
New
$21.21 - $26.31 $9.86K - $12.2K
465 $10K
CXW
Core Civic, Inc.

Real Estate
470
New
$12.43 - $23.94 $5.84K - $11.3K
470 $10K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
196
New
$40.38 - $44.35 $7.91K - $8.69K
196 $8K
DFAR
Dimensional ETF Tr Dimensional

ETFs
97
New
$22.72 - $25.76 $2.2K - $2.5K
97 $2K
INTC
Intel Corp

Technology
77
New
$19.07 - $26.23 $1.47K - $2.02K
77 $1K
Dflv
1.45K
New
N/A
1.45K $0
Bipc
879
New
N/A
879 $0
Dfgr
576
New
N/A
576 $0
Activity Summary
Buys All Purchases 86 New Holdings 25 Increased Positions 61 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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