Live Oak Investment Partners Sells in Q1 2025

Live Oak Investment Partners

  • $123 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
-6.32K
- 82.95%
$225.19 - $279.95 $1.42M - $1.77M
1.3K $318K
VGT
Vanguard Information Technolog

ETFs
-182
- 3.52%
$542.38 - $646.34 $98.7K - $118K
4.99K $2.71M
AAPL
Apple Inc.

Technology
-32
- 0.26%
$209.68 - $247.1 $6.71K - $7.91K
12.1K $2.69M
AVGO
Broadcom Inc.

Technology
-120
- 2.69%
$167.43 - $244.7 $20.1K - $29.4K
4.34K $727K
XLE
Energy Sector Spdr

ETFs
-3.6K
- 51.53%
$85.7 - $93.96 $308K - $338K
3.38K $316K
QAI
Iq Hedge Multi Strategy Compos

ETFs
-8.19K
- 6.56%
$31.16 - $32.27 $255K - $264K
117K $3.65M
VHT
Vanguard Health Care ETF

ETFs
-927
- 18.39%
$254.06 - $273.83 $236K - $254K
4.11K $1.09M
FTLS
First Tr Long/Short Equity ETF

ETFs
-727
- 0.95%
$63.42 - $68.17 $46.1K - $49.6K
75.5K $4.84M
FCOM
Fidelity Covington Tr Msci Com

ETFs
-1.23K
- 7.85%
$55.97 - $64.13 $68.9K - $78.9K
14.4K $812K
PKG
Packaging Corp Of America

Consumer Cyclical
-4
- 0.11%
$192.03 - $242.13 $768 - $969
3.69K $729K
META
Meta Platforms, Inc.

Communication Services
-44
- 1.15%
$576.36 - $736.67 $25.4K - $32.4K
3.79K $2.18M
MSI
Motorola Solutions, Inc.

Technology
-24
- 2.07%
$411.73 - $482.1 $9.88K - $11.6K
1.13K $496K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
-205
- 7.0%
$98.43 - $98.88 $20.2K - $20.3K
2.73K $269K
RYH
Invesco S&P 500 Equal Weight H

ETFs
-234
- 2.76%
N/A
8.24K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-70
- 0.56%
N/A
12.4K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
-8
- 0.3%
N/A
2.64K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
-2.29K
- 9.09%
N/A
22.9K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
-369
- 1.78%
N/A
20.3K $0
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
-1.38K
- 7.22%
N/A
17.7K $0
APD
Air Products & Chemicals, Inc.

Basic Materials
-17
- 1.6%
$283.24 - $338.07 $4.82K - $5.75K
1.05K $308K
MPC
Marathon Petroleum Corp

Energy
-44
- 1.31%
$134.72 - $159.03 $5.93K - $7K
3.32K $483K
NFLX
Netflix Inc

Communication Services
-75
- 2.39%
$828.4 - $1058.6 $62.1K - $79.4K
3.07K $2.86M
DRI
Darden Restaurants Inc

Consumer Cyclical
-18
- 0.43%
$180.02 - $208.56 $3.24K - $3.75K
4.13K $857K
AEP
American Electric Power CO Inc

Utilities
-627
- 7.0%
$90.32 - $109.27 $56.6K - $68.5K
8.32K $909K
BK
Bank Of New York Mellon Corp

Financial Services
-53
- 0.22%
$75.42 - $88.95 $4K - $4.71K
24K $2.02M
AZO
Autozone Inc

Consumer Cyclical
-13
- 2.08%
$3193.96 - $3828.11 $41.5K - $49.8K
613 $2.34M
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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