Live Oak Private Wealth LLC Portfolio Holdings
Live Oak Private Wealth LLC
- $593 Million
- Q1 2025
Live Oak Private Wealth LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $593 Million distributed in 188 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 $35.4M, Schwab Charles Corp with a value of $17.3M, Apple Inc. with a value of $17.1M, Bank Of America Corp with a value of $15.7M, and Microsoft Corp with a value of $15.4M.
Examining the 13F form we can see an increase of $23M in the current position value, from $570M to 593M.
Below you can find more details about Live Oak Private Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$593 Million
Financial Services: $176 Million
Technology: $99.7 Million
Healthcare: $96.5 Million
Consumer Cyclical: $45.9 Million
Communication Services: $35.6 Million
ETFs: $32.8 Million
Consumer Defensive: $31.9 Million
Industrials: $28.3 Million
Other: $38.2 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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