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Portfolio (Quarterly) Guide ↗

Live Oak Private Wealth LLC

· CIK 0001799877
13F Portfolio $718M AUM Filed Oct 17, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 194 New
Page 6 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TSCO TRACTOR SUPPLY CO Consumer Cyclical 17,808.0 $1.0M 0.14% NEW $56.87 -44.4%
102 USA LIBERTY ALL STAR EQUITY FD Financial Services 158,585.0 $1.0M 0.14% NEW $6.34 -9.6%
103 PEP PEPSICO INC Consumer Defensive 7,030.0 $987K 0.14% NEW $140.44 +7.0%
104 AOD ABRDN TOTAL DYNAMIC DIVIDEND Financial Services 103,295.0 $977K 0.14% NEW $9.46 +9.8%
105 MCD MCDONALDS CORP Consumer Cyclical 3,168.0 $963K 0.13% NEW $303.89 -6.9%
106 NSC NORFOLK SOUTHN CORP Industrials 2,910.0 $874K 0.12% NEW $300.41 +6.4%
107 COST COSTCO WHSL CORP NEW Consumer Defensive 926.0 $857K 0.12% NEW $925.63 +18.1%
108 PG PROCTER AND GAMBLE CO Consumer Defensive 5,536.0 $851K 0.12% NEW $153.65 -7.7%
109 META META PLATFORMS INC Communication Services 1,114.0 $818K 0.11% NEW $734.38 -17.8%
110 BKNG BOOKING HOLDINGS INC Consumer Cyclical 145.0 $783K 0.11% NEW $5399.27 -97.1%
111 DUSB DIMENSIONAL ETF TRUST 14,338.0 $728K 0.10% NEW $50.78 -0.1%
112 AJG GALLAGHER ARTHUR J & CO Financial Services 2,323.0 $720K 0.10% NEW $309.74 -33.1%
113 SYK STRYKER CORPORATION Healthcare 1,896.0 $701K 0.10% NEW $369.67 -14.6%
114 IEFA ISHARES TR 7,955.0 $695K 0.10% NEW $87.31 +9.6%
115 ES EVERSOURCE ENERGY Utilities 9,148.0 $651K 0.09% NEW $71.14 -3.0%
116 RSP INVESCO EXCHANGE TRADED FD T 3,423.0 $649K 0.09% NEW $189.70 +6.6%
117 EVT EATON VANCE TAX ADVT DIV INC Financial Services 24,589.0 $601K 0.08% NEW $24.45 +6.3%
118 VWO VANGUARD INTL EQUITY INDEX F 11,069.0 $600K 0.08% NEW $54.18 +7.2%
119 HPS HANCOCK JOHN PFD INCOME FD I Financial Services 38,630.0 $596K 0.08% NEW $15.44 -7.4%
120 IJR ISHARES TR 4,911.0 $584K 0.08% NEW $118.83 +12.5%
Page 6 of 10  ·  194 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 29.1%
Technology 18.4%
Healthcare 15.7%
Communication Services 8.4%
Industrials 7.8%
Consumer Cyclical 6.9%
Consumer Defensive 5.4%
Energy 3.8%
Basic Materials 3.7%
Utilities 0.8%