Live Oak Private Wealth LLC Portfolio Holdings
Live Oak Private Wealth LLC
- $644 Million
- Q2 2025
Live Oak Private Wealth LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $644 Million distributed in 191 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $32.2M, Microsoft Corp with a value of $20.9M, Schwab Charles Corp with a value of $20.1M, Bank Of America Corp with a value of $17.8M, and Alphabet Inc. with a value of $16.5M.
Examining the 13F form we can see an increase of $50.4M in the current position value, from $593M to 644M.
Below you can find more details about Live Oak Private Wealth LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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