Live Oak Investment Partners Purchases in Q1 2025

Live Oak Investment Partners

  • $123 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
44.4K
+ 3588.6%
$21.56 - $28.28 $957K - $1.26M
45.6K $1.29M
JNJ
Johnson & Johnson

Healthcare
7.28K
+ 551.59%
$142.06 - $167.7 $1.03M - $1.22M
8.6K $1.43M
KMB
Kimberly Clark Corp

Consumer Defensive
8.07K
+ 33612.5%
$124.46 - $147.4 $1M - $1.19M
8.09K $1.15M
VNLA
Janus Henderson Short Duration

ETFs
21.1K
+ 8.61%
$48.89 - $49.21 $1.03M - $1.04M
266K $13.1M
VEA
Vanguard Ftse Developed Market

ETFs
4.41K
+ 2.43%
$47.4 - $52.99 $209K - $234K
186K $9.44M
XLY
Select Sector Spdr Consumer Di

ETFs
3.74K
+ 684.1%
$192.6 - $233.2 $721K - $873K
4.29K $846K
A
Agilent Technologies, Inc.

Healthcare
5.16K
New
$116.69 - $152.6 $602K - $787K
5.16K $603K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
24.8K
+ 27.23%
$24.88 - $26.85 $616K - $665K
116K $2.92M
SRLN
Ssga Active Trust

ETFs
10.9K
+ 8.09%
$41.02 - $41.99 $446K - $457K
145K $5.98M
XOM
Exxon Mobil Corp

Energy
1.13K
+ 5.67%
$105.44 - $118.93 $119K - $134K
21K $2.5M
V
Visa Inc.

Financial Services
28
+ 0.52%
$306.92 - $362.71 $8.59K - $10.2K
5.46K $1.91M
ALL
Allstate Corp

Financial Services
162
+ 1.79%
$180.99 - $210.18 $29.3K - $34K
9.22K $1.91M
CI
Cigna Corp

Healthcare
64
+ 2.64%
$274.49 - $329.0 $17.6K - $21.1K
2.49K $818K
SU
Suncor Energy Inc

Energy
1.99K
+ 8.97%
$34.27 - $40.63 $68.2K - $80.9K
24.2K $936K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.56K
+ 7.65%
$54.25 - $57.64 $139K - $147K
36K $1.98M
KO
Coca Cola CO

Consumer Defensive
193
+ 1.61%
$60.81 - $72.32 $11.7K - $14K
12.2K $872K
BMY
Bristol Myers Squibb CO

Healthcare
169
+ 0.85%
$53.9 - $63.11 $9.11K - $10.7K
20K $1.22M
RIO
Rio Tinto PLC

Basic Materials
828
+ 4.4%
$58.19 - $64.29 $48.2K - $53.2K
19.7K $1.18M
DUK
Duke Energy Corp

Utilities
268
+ 9.21%
$105.87 - $121.97 $28.4K - $32.7K
3.18K $387K
MCD
Mcdonalds Corp

Consumer Cyclical
37
+ 1.42%
$279.74 - $321.29 $10.4K - $11.9K
2.64K $824K
HDV
Ishares Core High Dividend ETF

ETFs
375
+ 13.49%
$110.86 - $121.12 $41.6K - $45.4K
3.16K $382K
PSA
Public Storage

Real Estate
206
+ 13.8%
$288.99 - $313.98 $59.5K - $64.7K
1.7K $508K
CSCO
Cisco Systems, Inc.

Technology
303
+ 1.84%
$58.74 - $64.87 $17.8K - $19.7K
16.8K $1.03M
AMGN
Amgen Inc

Healthcare
75
+ 12.18%
$258.59 - $327.36 $19.4K - $24.6K
691 $215K
FANG
Diamondback Energy, Inc.

Energy
324
+ 12.82%
$139.9 - $180.18 $45.3K - $58.4K
2.85K $455K
VZ
Verizon Communications Inc

Communication Services
115
+ 2.56%
$37.81 - $46.49 $4.35K - $5.35K
4.61K $209K
CMCSA
Comcast Corp

Communication Services
1.28K
+ 4.77%
$33.19 - $38.23 $42.4K - $48.9K
28.1K $1.04M
UNP
Union Pacific Corp

Industrials
23
+ 1.36%
$225.21 - $254.42 $5.18K - $5.85K
1.72K $406K
FDX
Fedex Corp

Industrials
246
+ 22.22%
$230.33 - $281.53 $56.7K - $69.3K
1.35K $329K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
146
+ 0.87%
$50.39 - $50.66 $7.36K - $7.4K
16.9K $855K
USB
Us Bancorp \De\

Financial Services
1.47K
+ 10.3%
$40.92 - $50.9 $60.1K - $74.8K
15.7K $664K
MRK
Merck & Co., Inc.

Healthcare
288
+ 3.86%
$83.01 - $101.02 $23.9K - $29.1K
7.75K $695K
BBY
Best Buy CO Inc

Consumer Cyclical
252
+ 3.88%
$70.3 - $91.1 $17.7K - $23K
6.75K $497K
TGT
Target Corp

Consumer Defensive
298
+ 8.8%
$103.65 - $142.5 $30.9K - $42.5K
3.68K $384K
ENOV
Enovis Corp

Industrials
1.51K
+ 6.22%
$35.51 - $47.99 $53.4K - $72.2K
25.7K $982K
NMM
Navios Maritime Partners L.P.

Industrials
552
+ 2.0%
$38.53 - $46.51 $21.3K - $25.7K
28.2K $1.1M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
7.87K
+ 1.18%
$11.22 - $11.8 $88.2K - $92.8K
676K $7.58M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.8K
+ 4.25%
$89.18 - $104.04 $160K - $187K
44.1K $4.04M
NKE
Nike, Inc.

Consumer Cyclical
318
+ 1.65%
$63.29 - $81.72 $20.1K - $26K
19.6K $1.24M
NVDA
Nvidia Corp

Technology
500
+ 4.61%
$106.98 - $149.43 $53.5K - $74.7K
11.3K $1.23M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
531
+ 1.68%
$102.49 - $119.96 $54.4K - $63.7K
32.1K $3.35M
MSFT
Microsoft Corp

Technology
94
+ 1.36%
$375.39 - $447.2 $35.3K - $42K
7K $2.63M
AMZN
Amazon Com Inc

Consumer Cyclical
147
+ 1.26%
$190.26 - $242.06 $28K - $35.6K
11.8K $2.24M
GOOG
Alphabet Inc.

Communication Services
189
+ 1.81%
$156.06 - $207.71 $29.5K - $39.3K
10.6K $1.66M
Activity Summary
Buys All Purchases 45 New Holdings 2 Increased Positions 43 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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