Live Oak Investment Partners Purchases 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
XOM
Exxon Mobil Corp

Energy
18.6K
+ 1414.83%
$105.51 - $125.37 $1.96M - $2.33M
19.9K $2.14M
GOOG
Alphabet Inc.

Communication Services
9.64K
+ 1192.09%
$163.08 - $198.16 $1.57M - $1.91M
10.5K $1.99M
MSFT
Microsoft Corp

Technology
3.71K
+ 115.85%
$406.35 - $454.46 $1.51M - $1.68M
6.9K $2.91M
NKE
Nike, Inc.

Consumer Cyclical
19.3K
New
$73.36 - $89.13 $1.41M - $1.72M
19.3K $1.46M
VNLA
Janus Henderson Short Duration

ETFs
24.5K
+ 11.13%
$48.82 - $49.11 $1.2M - $1.2M
245K $12M
BMY
Bristol Myers Squibb CO

Healthcare
19.6K
+ 6875.09%
$51.92 - $59.94 $1.02M - $1.17M
19.9K $1.12M
ENOV
Enovis Corp

Industrials
24.2K
New
$38.5 - $49.33 $932K - $1.19M
24.2K $1.06M
AEP
American Electric Power CO Inc

Utilities
8.47K
+ 1757.05%
$90.91 - $102.21 $770K - $866K
8.95K $825K
SU
Suncor Energy Inc

Energy
21.8K
+ 5246.99%
$34.5 - $41.53 $751K - $904K
22.2K $791K
SRLN
Ssga Active Trust

ETFs
14.3K
+ 11.85%
$41.48 - $42.08 $591K - $600K
135K $5.61M
BBY
Best Buy CO Inc

Consumer Cyclical
6.5K
New
$85.2 - $101.35 $554K - $659K
6.5K $557K
TGT
Target Corp

Consumer Defensive
3.32K
+ 5107.69%
$121.59 - $160.69 $404K - $533K
3.39K $457K
AMZN
Amazon Com Inc

Consumer Cyclical
268
+ 2.36%
$180.88 - $232.93 $48.5K - $62.4K
11.6K $2.55M
FANG
Diamondback Energy, Inc.

Energy
2.53K
New
$153.06 - $199.5 $387K - $504K
2.53K $413K
HD
Home Depot, Inc.

Consumer Cyclical
884
+ 60.14%
$385.02 - $431.37 $340K - $381K
2.35K $915K
DUK
Duke Energy Corp

Utilities
2.91K
New
$105.76 - $120.76 $308K - $351K
2.91K $313K
FTLS
First Tr Long/Short Equity ETF

ETFs
1.56K
+ 2.09%
$63.1 - $67.29 $98.5K - $105K
76.2K $5.02M
JPM
Jpmorgan Chase & CO

Financial Services
4
+ 0.05%
$205.18 - $250.29 $821 - $1K
7.62K $1.83M
USB
Us Bancorp \De\

Financial Services
3.04K
+ 27.13%
$43.98 - $53.66 $134K - $163K
14.3K $682K
NVDA
Nvidia Corp

Technology
74
+ 0.69%
$117.0 - $148.88 $8.66K - $11K
10.8K $1.46M
BK
Bank Of New York Mellon Corp

Financial Services
91
+ 0.38%
$70.82 - $81.87 $6.44K - $7.45K
24.1K $1.85M
EEFT
Euronet Worldwide, Inc.

Technology
935
+ 14.72%
$96.0 - $106.61 $89.8K - $99.7K
7.29K $749K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
985
+ 28.51%
$91.94 - $100.02 $90.6K - $98.5K
4.44K $411K
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
PKG
Packaging Corp Of America

Consumer Cyclical
168
+ 4.77%
$211.98 - $248.85 $35.6K - $41.8K
3.69K $830K
ALL
Allstate Corp

Financial Services
213
+ 2.41%
$181.25 - $208.2 $38.6K - $44.3K
9.05K $1.75M
QAI
Iq Hedge Multi Strategy Compos

ETFs
4.55K
+ 3.78%
$31.38 - $32.72 $143K - $149K
125K $3.92M
NTES
Net Ease, Inc.

Communication Services
700
New
$76.28 - $104.26 $53.4K - $73K
700 $62K
DFIC
Dimensional ETF Tr Dimensional

ETFs
2.32K
New
$25.61 - $28.0 $59.3K - $64.8K
2.32K $59K
CDNS
Cadence Design Systems Inc

Technology
184
New
$249.1 - $324.54 $45.8K - $59.7K
184 $55K
PAYX
Paychex Inc

Industrials
21
+ 0.41%
$135.86 - $148.73 $2.85K - $3.12K
5.09K $713K
FMB
First Tr Exchange Traded Fd Ii

ETFs
550
New
$50.62 - $52.07 $27.8K - $28.6K
550 $28K
VZ
Verizon Communications Inc

Communication Services
1.04K
+ 30.25%
$39.6 - $45.21 $41.3K - $47.2K
4.5K $179K
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
RGA
Reinsurance Group Of America Inc

Financial Services
185
+ 4.15%
$201.26 - $231.95 $37.2K - $42.9K
4.64K $991K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
386
+ 2.36%
$50.37 - $50.6 $19.4K - $19.5K
16.7K $843K
DFSD
Dimensional ETF Tr Short Durat

ETFs
260
New
$46.75 - $47.8 $12.2K - $12.4K
260 $12K
CXW
Core Civic, Inc.

Real Estate
470
New
$12.43 - $23.94 $5.84K - $11.3K
470 $10K
GSL
Global Ship Lease, Inc.

Industrials
465
New
$21.21 - $26.31 $9.86K - $12.2K
465 $10K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
10.6K
+ 200.0%
$22.01 - $66.82 $232K - $705K
15.8K $359K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
187
+ 2.49%
$77.23 - $82.11 $14.4K - $15.4K
7.71K $599K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
196
New
$40.38 - $44.35 $7.91K - $8.69K
196 $8K
HDV
Ishares Core High Dividend ETF

ETFs
191
+ 7.38%
$110.82 - $121.28 $21.2K - $23.2K
2.78K $312K
STC
Stewart Information Services Corp

Financial Services
125
+ 50.0%
$67.24 - $77.18 $8.41K - $9.65K
375 $25K
BAC
Bank Of America Corp

Financial Services
7
+ 0.56%
$39.22 - $47.77 $275 - $334
1.26K $55K
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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