Live Oak Investment Partners Incresed Positions in Q4 2024

Live Oak Investment Partners

  • $126 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
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
SU
Suncor Energy Inc

Energy
21.8K
+ 5246.99%
$34.5 - $41.53 $751K - $904K
22.2K $791K
AEP
American Electric Power CO Inc

Utilities
8.47K
+ 1757.05%
$90.91 - $102.21 $770K - $866K
8.95K $825K
SRLN
Ssga Active Trust

ETFs
14.3K
+ 11.85%
$41.48 - $42.08 $591K - $600K
135K $5.61M
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
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
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
PAYX
Paychex Inc

Industrials
21
+ 0.41%
$135.86 - $148.73 $2.85K - $3.12K
5.09K $713K
VZ
Verizon Communications Inc

Communication Services
1.04K
+ 30.25%
$39.6 - $45.21 $41.3K - $47.2K
4.5K $179K
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
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
187
+ 2.49%
$77.23 - $82.11 $14.4K - $15.4K
7.71K $599K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
10.6K
+ 200.0%
$22.01 - $66.82 $232K - $705K
15.8K $359K
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
STIP
Ishares Barclays 0 5 Year Tips

ETFs
53
+ 8.17%
$100.24 - $101.35 $5.31K - $5.37K
702 $70K
VLO
Valero Energy Corp

Energy
51
+ 24.76%
$118.59 - $144.02 $6.05K - $7.35K
257 $31K
IYF
Ishares Tr

ETFs
15
+ 7.61%
$102.7 - $119.05 $1.54K - $1.79K
212 $23K
FPFD
Fidelity Covington Tr Preferre
174
+ 6.98%
$21.5 - $22.41 $3.74K - $3.9K
2.67K $57K
MBB
Ishares Tr

ETFs
25
+ 9.19%
$91.26 - $95.82 $2.28K - $2.4K
297 $27K
FSMD
Fidelity Covington Tr Small Mi

ETFs
20
+ 5.59%
$40.75 - $44.85 $815 - $897
378 $15K
IYE
Ishares Tr

ETFs
21
+ 9.25%
$43.93 - $51.37 $923 - $1.08K
248 $11K
IYJ
Ishares Tr

ETFs
7
+ 4.9%
$132.97 - $143.93 $931 - $1.01K
150 $20K
IWR
Ishares Russell Mid Cap ETF

ETFs
8
+ 4.32%
$87.25 - $95.52 $698 - $764
193 $17K
IYK
Ishares U.S. Consumer Staples

ETFs
16
+ 11.43%
$65.32 - $70.92 $1.05K - $1.13K
156 $10K
SONY
Sony Group Corp

Technology
196
+ 400.0%
$17.53 - $96.8 $3.44K - $19K
245 $5K
IBM
International Business Machines Corp

Technology
1
+ 0.35%
$204.9 - $238.04 $205 - $238
288 $63K
IYH
Ishares Tr

ETFs
42
+ 10.99%
$57.53 - $65.24 $2.42K - $2.74K
424 $24K
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
105
+ 0.55%
N/A
19.1K $0
FDEM
Fidelity Emerging Markets Mult
16
+ 3.69%
N/A
450 $0
Fbtc
462
+ 124.53%
N/A
833 $0
CLX
Clorox CO

Consumer Defensive
1
+ 1.79%
$156.51 - $169.74 $157 - $170
57 $9K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
24
+ 5.74%
$75.65 - $83.47 $1.82K - $2K
442 $33K
AOM
Ishares Tr Core Moderate Alloc

ETFs
55
+ 2.02%
$43.44 - $45.05 $2.39K - $2.48K
2.78K $120K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.8K
+ 200.0%
$26.93 - $84.95 $102K - $323K
5.7K $155K
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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