Live Oak Private Wealth LLC has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $593 Million distributed in 180 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $33M, Microsoft Corp with a value of $19.1M, Apple Inc. with a value of $18.7M, Lowes Companies Inc with a value of $16.8M, and Alphabet Inc. with a value of $15.7M.

Examining the 13F form we can see an increase of $26.4M in the current position value, from $567M to 593M.

Below you can find more details about Live Oak Private Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $593 Million
Financial Services: $161 Million
Technology: $105 Million
Healthcare: $99 Million
Consumer Cyclical: $49.5 Million
Communication Services: $41.7 Million
Consumer Defensive: $39 Million
Industrials: $28.5 Million
ETFs: $24.9 Million
Other: $37.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 180
  • Current Value $593 Million
  • Prior Value $567 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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