Live Oak Investment Partners Reduced Holdings in Q3 2025

Live Oak Investment Partners

  • $146 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VZ
Verizon Communications Inc

Communication Services
-26.2K
- 84.78%
$40.84 - $45.06 $1.07M - $1.18M
4.7K $206K
SO
Southern CO

Utilities
-8.81K
- 78.43%
$90.83 - $96.0 $800K - $845K
2.42K $229K
NFLX
Netflix Inc

Communication Services
-669
- 19.13%
$1147.87 - $1297.18 $768K - $868K
2.83K $3.39M
FDX
Fedex Corp

Industrials
-3.16K
- 66.19%
$217.1 - $243.2 $686K - $769K
1.62K $380K
JPM
Jpmorgan Chase & CO

Financial Services
-1.93K
- 57.56%
$282.78 - $316.06 $546K - $610K
1.42K $449K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-1.41K
- 55.42%
$362.31 - $405.74 $509K - $570K
1.13K $455K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-5.66K
- 41.77%
$82.42 - $87.03 $466K - $493K
7.89K $686K
AAPL
Apple Inc.

Technology
-1.62K
- 12.05%
$202.38 - $256.87 $327K - $415K
11.8K $3.01M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
-4.9K
- 49.41%
$62.49 - $64.56 $306K - $316K
5.01K $321K
AZO
Autozone Inc

Consumer Cyclical
-72
- 10.83%
$3649.42 - $4354.54 $263K - $314K
593 $2.54M
CB
Chubb LTD

Financial Services
-660
- 48.03%
$265.99 - $289.59 $176K - $191K
714 $201K
FCOM
Fidelity Covington Tr Msci Com

ETFs
-2.2K
- 11.64%
$63.98 - $72.59 $141K - $160K
16.7K $1.19M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
-1.09K
- 29.34%
$98.41 - $98.89 $107K - $108K
2.62K $259K
XLY
Select Sector Spdr Consumer Di

ETFs
-415
- 7.52%
$216.09 - $242.18 $89.7K - $101K
5.11K $1.22M
MSI
Motorola Solutions, Inc.

Technology
-204
- 15.96%
$408.73 - $490.3 $83.4K - $100K
1.07K $491K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-441
- 7.21%
$134.94 - $145.86 $59.5K - $64.3K
5.68K $826K
AMGN
Amgen Inc

Healthcare
-223
- 22.85%
$271.18 - $309.22 $60.5K - $69K
753 $212K
MPC
Marathon Petroleum Corp

Energy
-318
- 8.88%
$158.59 - $198.69 $50.4K - $63.2K
3.26K $629K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
-2.42K
- 15.59%
$24.03 - $24.57 $58K - $59.3K
13.1K $319K
APD
Air Products & Chemicals, Inc.

Basic Materials
-148
- 12.49%
$265.78 - $299.3 $39.3K - $44.3K
1.04K $282K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-46
- 6.62%
$567.77 - $614.76 $26.1K - $28.3K
649 $397K
UNP
Union Pacific Corp

Industrials
-48
- 2.74%
$214.91 - $237.16 $10.3K - $11.4K
1.71K $403K
VHT
Vanguard Health Care ETF

ETFs
-15
- 0.28%
$239.12 - $259.95 $3.59K - $3.9K
5.27K $1.37M
RYT
Invesco S&P 500 Equal Weight T

ETFs
-5.14K
- 31.91%
N/A
11K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
-6.43K
- 48.05%
N/A
6.95K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
-3.25K
- 12.28%
N/A
23.2K $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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