Live Oak Private Wealth LLC Asset Management

Live Oak Private Wealth LLC

  • $593 Million
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.34B
$5.27 Million 0.89% of portfolio
347,642
Q1 2025 Added 8.58%
$0
$2.83 Million 0.48% of portfolio
514,176
Q3 2021 Added 24.71%
$0
$2.46 Million 0.41% of portfolio
102,602
Q2 2020 New
$0
$2.2 Million 0.37% of portfolio
91,222
Q2 2020 New
$0
$1.68 Million 0.28% of portfolio
92,351
Q1 2022 Reduced 1.0%
$0
$1.04 Million 0.18% of portfolio
158,585
Q1 2021 Reduced 0.27%
$0
$890,000 0.15% of portfolio
84,169
Q1 2025 Added 13.48%
$0
$866,000 0.15% of portfolio
103,295
Q2 2020 New
$0
$624,000 0.11% of portfolio
134,937
Q4 2020 Added 5.06%
$0
$579,000 0.1% of portfolio
38,630
Q2 2020 New
$0
$572,000 0.1% of portfolio
24,589
Q2 2020 New
$19.6B
$419,000 0.07% of portfolio
4,256
Q2 2024 Added 1.21%
$0
$409,000 0.07% of portfolio
51,460
Q2 2023 Added 19.3%
$0
$313,000 0.05% of portfolio
19,318
Q1 2024 Added 92.7%
$0
$308,000 0.05% of portfolio
12,075
Q2 2020 New
$0
$284,000 0.05% of portfolio
30,000
Q1 2025 Added 50.0%
$0
$275,000 0.05% of portfolio
63,152
Q3 2022 Added 8.6%
$0
$261,000 0.04% of portfolio
16,179
Q2 2020 New
$0
$223,000 0.04% of portfolio
14,853
Q1 2023 New
$0
$219,000 0.04% of portfolio
56,692
Q2 2020 New
$0
$185,000 0.03% of portfolio
56,138
Q1 2025 Added 107.11%
$0
$181,000 0.03% of portfolio
10,891
Q2 2020 New
$0
$167,000 0.03% of portfolio
13,223
Q3 2024 Reduced 8.29%
$0
$156,000 0.03% of portfolio
13,540
Q2 2021 New
$0
$109,000 0.02% of portfolio
11,709
Q1 2025 Reduced 11.3%
$0
$101,000 0.02% of portfolio
10,480
Q2 2020 New
$0
$90,000 0.02% of portfolio
10,525
Q2 2020 New
$0
$64,000 0.01% of portfolio
10,000
Q2 2024 New
$0
$57,000 0.01% of portfolio
10,000
Q2 2024 New
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