Live Oak Investment Partners has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $123 Million distributed in 11172 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Janus Henderson Short Duration with a value of $10.8M, Vanguard Ftse Developed Market with a value of $9.34M, Invesco ETF Tr Ii Pfd ETF with a value of $7.99M, Ssga Active Trust with a value of $5.02M, and First Tr Long/Short Equity ETF with a value of $4.74M.
Examining the 13F form we can see an increase of $7.75M in the current position value, from $116M to 123M.
Live Oak Investment Partners is based out at Austin, TX
Below you can find more details about Live Oak Investment Partners portfolio as well as his latest detailed transactions.
Portfolio value
$123 Million
ETFs: $66.1 Million
Technology: $9 Million
Financial Services: $8.82 Million
Consumer Cyclical: $8.61 Million
Communication Services: $7.11 Million
Industrials: $6.31 Million
Healthcare: $5.44 Million
Energy: $3.88 Million
Other: $7.82 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
