Live Oak Private Wealth LLC Incresed Positions in Q3 2025

Live Oak Private Wealth LLC

  • $691 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HON
Honeywell International Inc

Industrials
29.3K
+ 2277.99%
$207.7 - $240.4 $6.08M - $7.04M
30.6K $6.44M
DFAU
Dimensional ETF Tr

ETFs
79.3K
+ 34.52%
$42.42 - $45.96 $3.37M - $3.65M
309K $14.1M
AAPL
Apple Inc.

Technology
1.42K
+ 1.85%
$202.38 - $256.87 $288K - $365K
78.3K $19.9M
NEM
Newmont Corp

Basic Materials
401
+ 0.28%
$57.35 - $85.25 $23K - $34.2K
145K $12.2M
IVZ
Invesco Ltd.

Financial Services
898
+ 0.25%
$16.17 - $23.0 $14.5K - $20.7K
357K $8.2M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.61K
+ 23.62%
$404.94 - $499.99 $1.06M - $1.3M
13.6K $6.62M
LOW
Lowes Companies Inc

Consumer Cyclical
851
+ 1.38%
$215.01 - $273.02 $183K - $232K
62.4K $15.7M
VSH
Vishay Intertechnology Inc

Technology
139K
+ 45.74%
$13.76 - $17.88 $1.91M - $2.48M
443K $6.77M
FCNCA
First Citizens Bancshares Inc

Financial Services
1.21K
+ 58.05%
$1789.16 - $2158.23 $2.17M - $2.61M
3.3K $5.9M
RTX
Raytheon Technologies Corp

Industrials
734
+ 1.02%
$144.19 - $167.33 $106K - $123K
72.5K $12.1M
HCA
Hca Healthcare, Inc.

Healthcare
42
+ 0.12%
$334.32 - $426.2 $14K - $17.9K
35.7K $15.2M
SLB
Schlumberger Limited

Energy
40.5K
+ 21.97%
$32.37 - $37.31 $1.31M - $1.51M
225K $7.73M
DFAI
Dimensional ETF Tr

ETFs
35.4K
+ 42.93%
$34.05 - $36.55 $1.2M - $1.29M
118K $4.28M
ICLR
Icon PLC

Healthcare
5.59K
+ 44.25%
$139.63 - $195.01 $781K - $1.09M
18.2K $3.19M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
54
+ 0.08%
$459.11 - $506.91 $24.8K - $27.4K
66.3K $33.3M
DFAX
Dimensional ETF Tr
7.62K
+ 2.16%
$29.25 - $31.56 $223K - $240K
359K $11.3M
CVX
Chevron Corp

Energy
568
+ 0.84%
$145.57 - $161.83 $82.7K - $91.9K
68.5K $10.6M
RY
Royal Bank Of Canada

Financial Services
200
+ 0.37%
$128.46 - $148.6 $25.7K - $29.7K
53.9K $7.94M
A
Agilent Technologies, Inc.

Healthcare
2.58K
+ 5.05%
$112.04 - $128.75 $289K - $332K
53.7K $6.89M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
3.46K
+ 6.41%
$90.62 - $107.71 $314K - $373K
57.4K $5.66M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
15.2K
+ 39.58%
$41.8 - $43.15 $634K - $655K
53.5K $2.29M
NVS
Novartis Ag

Healthcare
465
+ 0.61%
$113.5 - $129.73 $52.8K - $60.3K
77.1K $9.88M
MRK
Merck & Co., Inc.

Healthcare
2.57K
+ 3.36%
$77.6 - $87.37 $199K - $224K
78.8K $6.62M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
11K
+ 38.0%
$36.04 - $38.78 $398K - $428K
40.1K $1.55M
FISV
Fiserv Inc

Technology
3.65K
+ 8.92%
N/A
44.5K $5.58M
ADI
Analog Devices Inc

Technology
878
+ 2.85%
$220.68 - $255.63 $194K - $224K
31.7K $7.78M
DFAE
Dimensional ETF Tr

ETFs
11.5K
+ 33.52%
$28.84 - $31.84 $331K - $365K
45.7K $1.44M
QCOM
Qualcomm Inc

Technology
266
+ 0.52%
$145.84 - $173.55 $38.8K - $46.2K
51K $8.48M
JNJ
Johnson & Johnson

Healthcare
859
+ 13.25%
$155.17 - $185.42 $133K - $159K
7.34K $1.36M
BA
Boeing CO

Industrials
677
+ 1.97%
$209.79 - $237.38 $142K - $161K
35.1K $7.58M
CAT
Caterpillar Inc

Industrials
23
+ 0.66%
$390.92 - $477.15 $8.99K - $11K
3.53K $1.68M
WTW
Willis Towers Watson PLC

Financial Services
137
+ 2.13%
$301.83 - $345.45 $41.4K - $47.3K
6.58K $2.27M
HD
Home Depot, Inc.

Consumer Cyclical
195
+ 3.65%
$357.4 - $423.42 $69.7K - $82.6K
5.53K $2.24M
DHR
Danaher Corp

Healthcare
1.25K
+ 2.7%
$181.46 - $212.2 $226K - $264K
47.3K $9.39M
MET
Metlife Inc

Financial Services
687
+ 0.6%
$73.82 - $82.37 $50.7K - $56.6K
115K $9.45M
VTRS
Viatris Inc

Healthcare
13.9K
+ 13.48%
$8.74 - $10.69 $121K - $148K
117K $1.16M
PG
Procter & Gamble CO

Consumer Defensive
1.25K
+ 29.19%
$150.47 - $161.22 $188K - $202K
5.54K $850K
AMZN
Amazon Com Inc

Consumer Cyclical
662
+ 4.83%
$211.65 - $238.24 $140K - $158K
14.4K $3.15M
DEO
Diageo PLC

Consumer Defensive
5.1K
+ 7.92%
$93.64 - $115.33 $478K - $589K
69.5K $6.63M
DFIC
Dimensional ETF Tr Dimensional

ETFs
13
+ 0.02%
$30.76 - $33.01 $400 - $429
79.9K $2.62M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
14.1K
+ 27.42%
$7.98 - $8.29 $113K - $117K
65.6K $537K
AON
Aon PLC

Financial Services
345
+ 1.58%
$350.91 - $375.27 $121K - $129K
22.1K $7.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
24
+ 1.4%
$617.65 - $666.84 $14.8K - $16K
1.73K $1.16M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
13
+ 0.03%
$29.55 - $32.52 $384 - $423
38.2K $1.22M
PEP
Pepsico Inc

Consumer Defensive
119
+ 1.72%
$133.81 - $152.16 $15.9K - $18.1K
7.03K $987K
IWD
Ishares Russell 1000 Val ETF

ETFs
8
+ 0.14%
$192.76 - $203.86 $1.54K - $1.63K
5.66K $1.15M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
33
+ 0.3%
$49.43 - $54.52 $1.63K - $1.8K
11.1K $599K
CSCO
Cisco Systems, Inc.

Technology
2.79K
+ 1.93%
$66.2 - $71.79 $185K - $201K
147K $10.1M
TFC
Truist Financial Corp

Financial Services
174
+ 1.42%
$42.83 - $47.07 $7.45K - $8.19K
12.4K $569K
Activity Summary
Buys All Purchases 76 New Holdings 9 Increased Positions 67 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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