Live Oak Private Wealth LLC Purchases and Sells in Q2 2025

Live Oak Private Wealth LLC

$644 Million
Q2 2025

Top Buys

Incresed Positions

74 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAU	134K + 138.97%	$34.04 - $42.36 $4.55M - $5.66M	230K $9.74M
MSFT	929 + 2.26%	$354.56 - $497.45 $329K - $462K	42.1K $20.9M
MOS	118K + 119.13%	$22.76 - $36.95 $2.69M - $4.37M	218K $7.94M
JPM	258 + 0.5%	$210.28 - $289.91 $54.3K - $74.8K	52.1K $15.1M
GOOG	2.08K + 2.29%	$146.58 - $180.01 $305K - $375K	93.1K $16.5M
DIS	2.03K + 2.85%	$81.72 - $124.01 $165K - $251K	73.2K $9.08M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	29K New	$29.12 - $35.84 $846K - $1.04M	29K $1.04M
AVGO	1.22K New	$146.29 - $275.65 $178K - $336K	1.22K $336K
HII	1.21K New	$183.31 - $241.46 $222K - $293K	1.21K $292K
ETN	616 New	$246.52 - $356.99 $152K - $220K	616 $219K
DIMENSIONAL ETF TRUST	8.51K New	N/A	8.51K $0
GE VERNOVA INC	403 New	N/A	403 $0

Top Sells

Reduced Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	-231 - 0.35%	$483.48 - $539.8 $112K - $125K	66.2K $32.2M
KMX	-1.49K - 1.8%	$62.27 - $82.77 $93K - $124K	81.4K $5.47M
LLY	-747 - 27.62%	$713.71 - $898.95 $533K - $672K	1.96K $1.53M
LULU	-107 - 0.73%	$225.56 - $335.19 $24.1K - $35.9K	14.5K $3.45M
FND	-776 - 1.44%	$67.02 - $83.8 $52K - $65K	53K $4.03M
PFE	-1.57K - 0.66%	$21.59 - $24.84 $33.8K - $38.9K	234K $5.68M

Activity Summary All Purchases 80 New Holdings 6 Increased Positions 74 All Sells 56 Reductions 56 Sold out 0 Calls 0 Puts 0

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