Live Oak Private Wealth LLC Incresed Positions in Q1 2025

Live Oak Private Wealth LLC

  • $593 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
47
+ 0.68%
$142.64 - $156.42 $6.7K - $7.35K
6.96K $1.04M
VTRS
Viatris Inc

Healthcare
30.4K
+ 41.33%
$8.68 - $12.42 $264K - $378K
104K $906K
ROK
Rockwell Automation, Inc

Industrials
18
+ 1.71%
$255.29 - $303.75 $4.6K - $5.47K
1.07K $275K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9
+ 0.12%
$57.21 - $65.8 $515 - $592
7.36K $429K
ACN
Accenture PLC

Technology
5
+ 0.55%
$300.91 - $398.25 $1.5K - $1.99K
907 $283K
KMX
Carmax Inc

Consumer Cyclical
3.3K
+ 4.14%
$69.25 - $89.19 $228K - $294K
82.9K $6.46M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
13
+ 0.26%
$102.49 - $119.96 $1.33K - $1.56K
4.97K $519K
DFAT
Dimensional ETF Tr U S Target

ETFs
3.39K
+ 6.24%
$50.44 - $58.1 $171K - $197K
57.8K $2.97M
MCO
Moodys Corp

Financial Services
70
+ 0.63%
$437.8 - $527.48 $30.6K - $36.9K
11.2K $5.22M
ORCL
Oracle Corp

Technology
9.39K
+ 18.04%
$139.81 - $186.47 $1.31M - $1.75M
61.4K $8.59M
ICLR
Icon PLC

Healthcare
870
+ 10.24%
$174.99 - $222.58 $152K - $194K
9.36K $1.64M
JBL
Jabil Inc

Technology
1.36K
+ 3.18%
$130.51 - $173.33 $178K - $236K
44.1K $6M
MET
Metlife Inc

Financial Services
391
+ 0.34%
$77.7 - $87.0 $30.4K - $34K
114K $9.17M
NVDA
Nvidia Corp

Technology
444
+ 5.15%
$106.98 - $149.43 $47.5K - $66.3K
9.06K $982K
BA
Boeing CO

Industrials
238
+ 0.7%
$148.15 - $186.25 $35.3K - $44.3K
34K $5.8M
TGT
Target Corp

Consumer Defensive
2.45K
+ 13.46%
$103.65 - $142.5 $253K - $348K
20.6K $2.15M
IVZ
Invesco Ltd.

Financial Services
27.5K
+ 8.58%
$14.82 - $19.34 $407K - $531K
348K $5.27M
MRK
Merck & Co., Inc.

Healthcare
3.93K
+ 5.64%
$83.01 - $101.02 $327K - $397K
73.6K $6.61M
A
Agilent Technologies, Inc.

Healthcare
3.66K
+ 8.12%
$116.69 - $152.6 $427K - $559K
48.8K $5.71M
DIS
Walt Disney CO

Communication Services
4.07K
+ 6.07%
$96.87 - $114.0 $394K - $464K
71.2K $7.02M
BAC
Bank Of America Corp

Financial Services
3.55K
+ 0.95%
$39.61 - $47.74 $141K - $169K
377K $15.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
130
+ 0.56%
$165.25 - $224.62 $21.5K - $29.2K
23.3K $3.87M
DHR
Danaher Corp

Healthcare
1.72K
+ 3.92%
$201.62 - $250.59 $346K - $430K
45.5K $9.33M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
2.93K
+ 5.76%
$80.4 - $106.5 $235K - $312K
53.8K $4.33M
LOW
Lowes Companies Inc

Consumer Cyclical
348
+ 0.57%
$222.66 - $268.42 $77.5K - $93.4K
61.2K $14.3M
DEO
Diageo PLC

Consumer Defensive
3.96K
+ 6.67%
$104.79 - $126.12 $414K - $499K
63.2K $6.62M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
917
+ 6.69%
$283.06 - $421.16 $260K - $386K
14.6K $4.14M
GOOG
Alphabet Inc.

Communication Services
1.41K
+ 1.58%
$156.06 - $207.71 $220K - $293K
91K $14.2M
Activity Summary
Buys All Purchases 87 New Holdings 8 Increased Positions 79 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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