Live Oak Private Wealth LLC Purchases and Sells in Q1 2025

Live Oak Private Wealth LLC

$593 Million
Q1 2025

Top Buys

Incresed Positions

79 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DLTR	50.8K + 42.62%	$61.92 - $76.95 $3.15M - $3.91M	170K $12.8M
SONY	46.4K + 11.52%	$19.88 - $25.64 $922K - $1.19M	449K $11.4M
SLB	48.6K + 38.15%	$38.4 - $43.74 $1.87M - $2.13M	176K $7.36M
FCNCA	1.3K + 427.3%	$1728.36 - $2231.14 $2.25M - $2.9M	1.6K $2.97M
DFAU	57K + 145.5%	$37.84 - $42.29 $2.16M - $2.41M	96.2K $3.7M
NEM	7.54K + 5.5%	$37.79 - $48.39 $285K - $365K	145K $6.98M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	3 New	$663000.0 - $801950.0 $1.99M - $2.41M	3 $2.4M
VTEB	14.2K New	$49.25 - $50.66 $698K - $718K	14.2K $703K
IWF	637 New	$360.07 - $417.26 $229K - $266K	637 $230K
DFAE	8.75K New	$24.64 - $26.86 $215K - $235K	8.75K $226K
IAU	3.81K New	$49.74 - $58.96 $189K - $225K	3.81K $224K
VOO	418 New	$507.05 - $563.67 $212K - $236K	418 $214K

Top Sells

Reduced Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOGL	-30 - 0.04%	$154.33 - $206.19 $4.63K - $6.19K	74.4K $11.5M
AAPL	-745 - 0.96%	$209.68 - $247.1 $156K - $184K	76.8K $17.1M
MSFT	-409 - 0.98%	$375.39 - $447.2 $154K - $183K	41.2K $15.4M
FISV	-10.9K - 21.74%	N/A	39.4K $4.93M
AMZN	-16 - 0.12%	$190.26 - $242.06 $3.04K - $3.87K	13.7K $2.61M
NTR	-8.52K - 62.54%	$45.28 - $53.84 $386K - $458K	5.1K $253K

Activity Summary All Purchases 87 New Holdings 8 Increased Positions 79 All Sells 37 Reductions 37 Sold out 0 Calls 0 Puts 0

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