Live Oak Investment Partners Purchases in Q3 2024

Live Oak Investment Partners

  • $123 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
9.13K
+ 141.9%
$137.88 - $161.97 $1.26M - $1.48M
15.6K $2.29M
CI
Cigna Corp

Healthcare
2.42K
New
$319.12 - $367.1 $773K - $889K
2.42K $838K
VEA
Vanguard Ftse Developed Market

ETFs
2.86K
+ 1.65%
$47.6 - $53.31 $136K - $153K
177K $9.34M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
13.1K
+ 398.02%
$50.25 - $50.74 $657K - $663K
16.4K $830K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
5.42K
+ 0.84%
$11.52 - $12.52 $62.4K - $67.8K
647K $7.99M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.34K
+ 3.28%
$94.31 - $103.26 $126K - $138K
42.1K $4.32M
NMM
Navios Maritime Partners L.P.

Industrials
1.07K
+ 4.23%
$43.06 - $63.41 $46.2K - $68K
26.5K $1.66M
BK
Bank Of New York Mellon Corp

Financial Services
603
+ 2.58%
$59.54 - $72.17 $35.9K - $43.5K
24K $1.72M
AAPL
Apple Inc.

Technology
183
+ 1.51%
$207.23 - $234.82 $37.9K - $43K
12.3K $2.86M
QAI
Iq Hedge Multi Strategy Compos

ETFs
5.41K
+ 4.71%
$30.5 - $32.13 $165K - $174K
120K $3.85M
AN
Autonation, Inc.

Consumer Cyclical
404
+ 3.9%
$156.14 - $190.72 $63.1K - $77.1K
10.8K $1.92M
ALL
Allstate Corp

Financial Services
36
+ 0.41%
$158.43 - $192.86 $5.7K - $6.94K
8.84K $1.68M
RIO
Rio Tinto PLC

Basic Materials
2.29K
+ 14.65%
$59.71 - $71.21 $137K - $163K
17.9K $1.28M
SRLN
Ssga Active Trust

ETFs
5.91K
+ 5.17%
$40.93 - $41.85 $242K - $247K
120K $5.02M
UNH
Unitedhealth Group Inc

Healthcare
27
+ 0.96%
$488.01 - $604.18 $13.2K - $16.3K
2.83K $1.66M
FTLS
First Tr Long/Short Equity ETF

ETFs
2.41K
+ 3.33%
$60.73 - $63.8 $146K - $154K
74.7K $4.74M
CMCSA
Comcast Corp

Communication Services
2.21K
+ 9.13%
$37.33 - $41.78 $82.5K - $92.3K
26.4K $1.1M
NFLX
Netflix Inc

Communication Services
49
+ 1.52%
$598.55 - $722.26 $29.3K - $35.4K
3.27K $2.32M
V
Visa Inc.

Financial Services
289
+ 5.59%
$253.74 - $291.56 $73.3K - $84.3K
5.46K $1.5M
AZO
Autozone Inc

Consumer Cyclical
7
+ 1.12%
$2815.0 - $3212.87 $19.7K - $22.5K
631 $1.99M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.19K
+ 3.87%
$56.04 - $62.99 $66.8K - $75.1K
32K $1.95M
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.08%
$245.82 - $304.51 $492 - $609
2.53K $770K
NVDA
Nvidia Corp

Technology
1.18K
+ 12.32%
$98.91 - $134.91 $117K - $159K
10.8K $1.31M
PSA
Public Storage

Real Estate
18
+ 1.2%
$283.13 - $365.01 $5.1K - $6.57K
1.52K $551K
ED
Consolidated Edison Inc

Utilities
35
+ 0.56%
$88.42 - $104.97 $3.09K - $3.67K
6.27K $652K
AES
Aes Corp

Utilities
1.1K
+ 3.92%
$16.18 - $20.07 $17.9K - $22.2K
29.2K $586K
AVGO
Broadcom Inc.

Technology
4.27K
+ 944.91%
$136.27 - $1745.86 $582K - $7.46M
4.72K $814K
EEFT
Euronet Worldwide, Inc.

Technology
1.05K
+ 19.74%
$92.68 - $108.63 $97K - $114K
6.35K $629K
RGA
Reinsurance Group Of America Inc

Financial Services
80
+ 1.83%
$192.62 - $225.79 $15.4K - $18.1K
4.46K $971K
USB
Us Bancorp \De\

Financial Services
61
+ 0.55%
$39.04 - $47.23 $2.38K - $2.88K
11.2K $512K
FCOM
Fidelity Covington Tr Msci Com

ETFs
233
+ 1.37%
$49.09 - $55.08 $11.4K - $12.8K
17.2K $948K
UNM
Unum Group

Financial Services
970
New
$49.81 - $59.44 $48.3K - $57.7K
970 $57K
AMZN
Amazon Com Inc

Consumer Cyclical
702
+ 6.59%
$161.02 - $200.0 $113K - $140K
11.4K $2.12M
DOW
Dow Inc.

Basic Materials
788
+ 13.36%
$50.15 - $55.41 $39.5K - $43.7K
6.69K $365K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
497
+ 326.97%
$98.99 - $101.51 $49.2K - $50.5K
649 $65K
KHC
Kraft Heinz CO

Consumer Defensive
263
+ 1.89%
$31.86 - $36.13 $8.38K - $9.5K
14.2K $498K
NEE
Nextera Energy Inc

Utilities
88
+ 3.0%
$69.9 - $84.97 $6.15K - $7.48K
3.02K $255K
FPFD
Fidelity Covington Tr Preferre
2.02K
+ 425.05%
$21.44 - $22.46 $43.3K - $45.3K
2.49K $55K
VZ
Verizon Communications Inc

Communication Services
761
+ 28.29%
$38.89 - $45.0 $29.6K - $34.2K
3.45K $154K
DIS
Walt Disney CO

Communication Services
755
+ 7.79%
$85.6 - $98.61 $64.6K - $74.5K
10.5K $1.01M
IYW
Ishares Dj Us Tech ETF

ETFs
234
+ 161.38%
$133.16 - $158.73 $31.2K - $37.1K
379 $57K
BNS
Bank Of Nova Scotia

Financial Services
135
+ 6.41%
$44.71 - $54.78 $6.04K - $7.4K
2.24K $122K
JNJ
Johnson & Johnson

Healthcare
17
+ 1.24%
$145.48 - $167.38 $2.47K - $2.85K
1.39K $224K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
252
+ 151.81%
$75.63 - $84.89 $19.1K - $21.4K
418 $35K
MBB
Ishares Tr

ETFs
211
+ 345.9%
$90.85 - $96.66 $19.2K - $20.4K
272 $26K
IBM
International Business Machines Corp

Technology
32
+ 12.55%
$175.1 - $223.38 $5.6K - $7.15K
287 $63K
IYH
Ishares Tr

ETFs
223
+ 140.25%
$60.29 - $66.38 $13.4K - $14.8K
382 $24K
XOM
Exxon Mobil Corp

Energy
92
+ 7.52%
$109.72 - $119.0 $10.1K - $10.9K
1.32K $154K
IYJ
Ishares Tr

ETFs
89
+ 164.81%
$118.32 - $133.67 $10.5K - $11.9K
143 $19K
Activity Summary
Buys All Purchases 69 New Holdings 2 Increased Positions 67 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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