Live Oak Investment Partners Purchases in Q2 2025

Live Oak Investment Partners

  • $126 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PULS
Pgim ETF Tr

ETFs
255K
New
$49.39 - $49.76 $12.6M - $12.7M
255K $12.7M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
297K
New
$24.48 - $24.9 $7.26M - $7.39M
297K $7.38M
THC
Tenet Healthcare Corp

Healthcare
8.4K
New
$110.41 - $176.0 $927K - $1.48M
8.4K $1.48M
MRK
Merck & Co., Inc.

Healthcare
16.2K
+ 209.14%
$73.47 - $87.12 $1.19M - $1.41M
23.9K $1.9M
VGT
Vanguard Information Technolog

ETFs
410
+ 8.22%
$470.37 - $663.28 $193K - $272K
5.4K $3.58M
IDXX
Idexx Laboratories Inc

Healthcare
1.36K
New
$361.04 - $536.34 $492K - $732K
1.36K $731K
NVDA
Nvidia Corp

Technology
23
+ 0.2%
$94.31 - $157.99 $2.17K - $3.63K
11.4K $1.79M
RY
Royal Bank Of Canada

Financial Services
3.11K
New
$108.36 - $131.55 $337K - $409K
3.11K $408K
UGI
Ugi Corp

Utilities
10.6K
New
$30.18 - $36.59 $319K - $386K
10.6K $384K
AMZN
Amazon Com Inc

Consumer Cyclical
131
+ 1.11%
$167.32 - $223.3 $21.9K - $29.3K
11.9K $2.61M
BAC
Bank Of America Corp

Financial Services
4.25K
New
$34.39 - $47.46 $146K - $202K
4.25K $201K
FTLS
First Tr Long/Short Equity ETF

ETFs
109
+ 0.14%
$60.06 - $66.28 $6.55K - $7.22K
75.6K $5.01M
XLY
Select Sector Spdr Consumer Di

ETFs
275
+ 6.41%
$176.34 - $218.59 $48.5K - $60.1K
4.56K $991K
JPM
Jpmorgan Chase & CO

Financial Services
135
+ 10.39%
$210.28 - $289.91 $28.4K - $39.1K
1.43K $415K
WMT
Walmart Inc.

Consumer Defensive
41
+ 0.63%
$81.79 - $99.98 $3.35K - $4.1K
6.54K $639K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
12
+ 0.01%
$24.61 - $25.89 $295 - $311
116K $2.98M
HDV
Ishares Core High Dividend ETF

ETFs
200
+ 6.34%
$108.41 - $120.51 $21.7K - $24.1K
3.36K $393K
RGI
Invesco S&P 500 Equal Weight I

ETFs
1.2K
+ 5.25%
N/A
24.1K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
1.8K
+ 8.87%
N/A
22.1K $0
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
1.16K
+ 6.56%
N/A
18.9K $0
VHT
Vanguard Health Care ETF

ETFs
265
+ 6.44%
$236.71 - $261.92 $62.7K - $69.4K
4.38K $1.09M
XLE
Energy Sector Spdr

ETFs
309
+ 9.13%
$76.44 - $94.13 $23.6K - $29.1K
3.69K $313K
VZ
Verizon Communications Inc

Communication Services
43
+ 0.93%
$41.67 - $45.62 $1.79K - $1.96K
4.65K $201K
AMCR
Amcor PLC

Consumer Cyclical
93
+ 0.27%
$8.57 - $9.81 $797 - $912
33.9K $311K
CMCSA
Comcast Corp

Communication Services
328
+ 1.17%
$32.84 - $36.72 $10.8K - $12K
28.4K $1.01M
RIO
Rio Tinto PLC

Basic Materials
162
+ 0.82%
$52.32 - $62.75 $8.48K - $10.2K
19.8K $1.16M
NMM
Navios Maritime Partners L.P.

Industrials
375
+ 1.33%
$29.54 - $41.39 $11.1K - $15.5K
28.5K $1.08M
ENOV
Enovis Corp

Industrials
640
+ 2.49%
$29.65 - $37.35 $19K - $23.9K
26.4K $826K
XOM
Exxon Mobil Corp

Energy
43
+ 0.2%
$99.93 - $119.04 $4.3K - $5.12K
21.1K $2.27M
Activity Summary
Buys All Purchases 30 New Holdings 7 Increased Positions 23 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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