Live Oak Private Wealth LLC Purchases and Sells in Q3 2025

Live Oak Private Wealth LLC

$691 Million
Q3 2025

Top Buys

Incresed Positions

67 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HON	29.3K + 2277.99%	$207.7 - $240.4 $6.08M - $7.04M	30.6K $6.44M
DFAU	79.3K + 34.52%	$42.42 - $45.96 $3.37M - $3.65M	309K $14.1M
AAPL	1.42K + 1.85%	$202.38 - $256.87 $288K - $365K	78.3K $19.9M
NEM	401 + 0.28%	$57.35 - $85.25 $23K - $34.2K	145K $12.2M
IVZ	898 + 0.25%	$16.17 - $23.0 $14.5K - $20.7K	357K $8.2M
TMO	2.61K + 23.62%	$404.94 - $499.99 $1.06M - $1.3M	13.6K $6.62M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WSC	191K New	$20.56 - $31.65 $3.92M - $6.03M	191K $4.02M
QDF	5.58K New	$73.48 - $79.4 $410K - $443K	5.58K $443K
PSX	1.99K New	$118.37 - $139.46 $236K - $278K	1.99K $270K
IQDF	8.86K New	$27.02 - $28.94 $239K - $256K	8.86K $252K
TSLA	563 New	$293.94 - $444.72 $165K - $250K	563 $250K
GHC	200 New	$882.65 - $1184.8 $177K - $237K	200 $235K

Top Sells

Reduced Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PFE	-217K - 92.48%	$23.29 - $25.88 $5.05M - $5.61M	17.6K $449K
TGT	-17.9K - 83.7%	$86.56 - $107.43 $1.55M - $1.93M	3.49K $313K
DLTR	-7.74K - 4.63%	$94.03 - $117.16 $728K - $907K	159K $15.1M
LULU	-453 - 3.12%	$159.87 - $247.68 $72.4K - $112K	14.1K $2.5M
CMCSA	-6.78K - 10.9%	$31.41 - $36.33 $213K - $246K	55.4K $1.74M
ABT	-704 - 0.88%	$120.51 - $136.62 $84.8K - $96.2K	78.9K $10.6M

Activity Summary All Purchases 76 New Holdings 9 Increased Positions 67 All Sells 54 Reductions 54 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Live Oak Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Live Oak Private Wealth LLC with notifications on news.