Live Oak Private Wealth LLC Purchases in Q2 2025

Live Oak Private Wealth LLC

  • $644 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
134K
+ 138.97%
$34.04 - $42.36 $4.55M - $5.66M
230K $9.74M
MSFT
Microsoft Corp

Technology
929
+ 2.26%
$354.56 - $497.45 $329K - $462K
42.1K $20.9M
MOS
Mosaic CO

Basic Materials
118K
+ 119.13%
$22.76 - $36.95 $2.69M - $4.37M
218K $7.94M
JPM
Jpmorgan Chase & CO

Financial Services
258
+ 0.5%
$210.28 - $289.91 $54.3K - $74.8K
52.1K $15.1M
GOOG
Alphabet Inc.

Communication Services
2.08K
+ 2.29%
$146.58 - $180.01 $305K - $375K
93.1K $16.5M
DIS
Walt Disney CO

Communication Services
2.03K
+ 2.85%
$81.72 - $124.01 $165K - $251K
73.2K $9.08M
DFAI
Dimensional ETF Tr

ETFs
47.2K
+ 133.99%
$28.02 - $34.71 $1.32M - $1.64M
82.4K $2.85M
DFAX
Dimensional ETF Tr
24K
+ 7.33%
$23.37 - $29.39 $562K - $707K
352K $10.3M
DFSD
Dimensional ETF Tr Short Durat

ETFs
35.7K
+ 92.73%
$47.09 - $48.01 $1.68M - $1.71M
74.2K $3.56M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
725
+ 3.11%
$141.37 - $228.57 $102K - $166K
24K $5.44M
BA
Boeing CO

Industrials
407
+ 1.2%
$136.59 - $217.51 $55.6K - $88.5K
34.4K $7.22M
HCA
Hca Healthcare, Inc.

Healthcare
35
+ 0.1%
$317.61 - $387.52 $11.1K - $13.6K
35.7K $13.7M
ADI
Analog Devices Inc

Technology
950
+ 3.18%
$164.6 - $238.02 $156K - $226K
30.8K $7.33M
CSCO
Cisco Systems, Inc.

Technology
2.03K
+ 1.43%
$53.19 - $69.38 $108K - $141K
145K $10M
RTX
Raytheon Technologies Corp

Industrials
1.58K
+ 2.25%
$113.75 - $148.48 $180K - $235K
71.8K $10.5M
FCNCA
First Citizens Bancshares Inc

Financial Services
483
+ 30.13%
$1561.69 - $1966.55 $754K - $950K
2.09K $4.08M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
29K
New
$29.12 - $35.84 $846K - $1.04M
29K $1.04M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
23.4K
+ 156.98%
$41.1 - $42.37 $962K - $992K
38.3K $1.62M
DFAE
Dimensional ETF Tr

ETFs
25.5K
+ 291.47%
$22.87 - $28.95 $583K - $738K
34.2K $991K
MA
Mastercard Inc

Financial Services
787
+ 4.16%
$479.92 - $590.74 $378K - $465K
19.7K $11.1M
MCO
Moodys Corp

Financial Services
360
+ 3.21%
$396.7 - $501.59 $143K - $181K
11.6K $5.8M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.87K
+ 26.02%
$72.96 - $90.39 $355K - $440K
23.6K $2.11M
IWR
Ishares Russell Mid Cap ETF

ETFs
4.69K
+ 55.82%
$74.88 - $91.97 $351K - $431K
13.1K $1.2M
IVV
Ishares Core S&P 500 ETF

ETFs
300
+ 9.43%
$498.8 - $620.9 $150K - $186K
3.48K $2.16M
QCOM
Qualcomm Inc

Technology
463
+ 0.92%
$124.66 - $159.48 $57.7K - $73.8K
50.7K $8.08M
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.05%
$462.22 - $707.75 $462 - $708
2.19K $1.55M
IVZ
Invesco Ltd.

Financial Services
8.75K
+ 2.52%
$12.14 - $15.77 $106K - $138K
356K $5.62M
IWM
Ishares Russell 2000 ETF

ETFs
1.33K
+ 45.09%
$174.82 - $215.79 $233K - $288K
4.29K $925K
AVGO
Broadcom Inc.

Technology
1.22K
New
$146.29 - $275.65 $178K - $336K
1.22K $336K
A
Agilent Technologies, Inc.

Healthcare
2.28K
+ 4.68%
$99.29 - $120.52 $227K - $275K
51.1K $6.03M
META
Meta Platforms, Inc.

Communication Services
190
+ 20.06%
$484.66 - $738.09 $92.1K - $140K
1.14K $839K
SONY
Sony Group Corp

Technology
226
+ 0.05%
$21.24 - $26.88 $4.8K - $6.07K
449K $11.7M
HII
Huntington Ingalls Industries, Inc.

Industrials
1.21K
New
$183.31 - $241.46 $222K - $293K
1.21K $292K
V
Visa Inc.

Financial Services
444
+ 1.65%
$308.27 - $373.31 $137K - $166K
27.4K $9.72M
VSH
Vishay Intertechnology Inc

Technology
15.9K
+ 5.54%
$10.57 - $15.97 $168K - $255K
304K $4.82M
ETN
Eaton Corp PLC

Industrials
616
New
$246.52 - $356.99 $152K - $220K
616 $219K
ICLR
Icon PLC

Healthcare
3.28K
+ 35.0%
$126.62 - $168.7 $415K - $553K
12.6K $1.84M
BKNG
Booking Holdings Inc.

Consumer Cyclical
5
+ 3.57%
$4164.15 - $5789.24 $20.8K - $28.9K
145 $839K
FISV
Fiserv Inc

Technology
1.52K
+ 3.87%
N/A
40.9K $5.12M
HD
Home Depot, Inc.

Consumer Cyclical
397
+ 8.03%
$335.24 - $380.78 $133K - $151K
5.34K $1.96M
SYK
Stryker Corp

Healthcare
264
+ 16.16%
$337.37 - $395.63 $89.1K - $104K
1.9K $750K
FINS
Angel Oak Financial Strategies Income Term Trust

ETFs
11K
+ 103.86%
$12.7 - $13.53 $140K - $149K
21.7K $281K
NSC
Norfolk Southern Corp

Industrials
324
+ 12.53%
$206.34 - $257.46 $66.9K - $83.4K
2.91K $744K
NVO
Novo Nordisk A S

Healthcare
1.98K
+ 7.69%
$58.08 - $81.05 $115K - $160K
27.7K $1.91M
VMO
Invesco Municipal Opportunity Trust

Financial Services
13K
+ 43.33%
$9.0 - $9.58 $117K - $125K
43K $394K
EMR
Emerson Electric CO

Industrials
61
+ 1.43%
$94.15 - $133.33 $5.74K - $8.13K
4.33K $576K
SPY
Spdr S&P 500 ETF Trust

ETFs
12
+ 0.71%
$496.48 - $617.85 $5.96K - $7.41K
1.71K $1.06M
INTU
Intuit Inc

Technology
20
+ 4.49%
$544.07 - $787.63 $10.9K - $15.8K
465 $366K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
15.3K
+ 1574.38%
$87.84 - $1441.89 $1.34M - $22.1M
16.3K $1.47M
Activity Summary
Buys All Purchases 80 New Holdings 6 Increased Positions 74 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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