CIK 1799877
Live Oak Private Wealth LLC
Institutional 13F holdings & portfolio
Holdings
198
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 198
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| USA | LIBERTY ALL STAR EQUITY FD | 159K | $500K+ | SH |
| MCD | MCDONALDS CORP | 3K | $500K+ | SH |
| LEN | LENNAR CORP | 9K | $500K+ | SH |
| BRO | BROWN & BROWN INC | 11K | $500K+ | SH |
| TSCO | TRACTOR SUPPLY CO | 18K | $500K+ | SH |
| NSC | NORFOLK SOUTHN CORP | 3K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 926 | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 6K | $500K+ | SH |
| BKNG | BOOKING HOLDINGS INC | 145 | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| DUSB | DIMENSIONAL ETF TRUST | 14K | $500K+ | SH |
| IEFA | ISHARES TR | 8K | $500K+ | SH |
| SYK | STRYKER CORPORATION | 2K | $500K+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 3K | $500K+ | SH |
| EVT | EATON VANCE TAX ADVT DIV INC | 25K | $500K+ | SH |
| ES | EVERSOURCE ENERGY | 9K | $500K+ | SH |
| TFC | TRUIST FINL CORP | 12K | $500K+ | SH |
| AJG | GALLAGHER ARTHUR J & CO | 2K | $500K+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 11K | $500K+ | SH |
| IJR | ISHARES TR | 5K | $500K+ | SH |
| EMR | EMERSON ELEC CO | 4K | $500K+ | SH |
| NTRS | NORTHERN TR CORP | 4K | $500K+ | SH |
| GGT | GABELLI MULTIMEDIA TR INC | 135K | $500K+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 23K | $500K+ | SH |
| HPS | HANCOCK JOHN PFD INCOME FD I | 39K | $500K+ | SH |
| JPC | NUVEEN PFD & INCOME OPPORTUN | 66K | $500K+ | SH |
| VO | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| IEMG | ISHARES INC | 8K | $500K+ | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC | 11K | $500K+ | SH |
| FNB | F N B CORP | 30K | $500K+ | SH |
| SHY | ISHARES TR | 6K | $500K+ | SH |
| CMI | CUMMINS INC | 963 | $100K–$500K | SH |
| IJH | ISHARES TR | 7K | $100K–$500K | SH |
| KO | COCA COLA CO | 7K | $100K–$500K | SH |
| QDF | FLEXSHARES TR | 6K | $100K–$500K | SH |
| PFE | PFIZER INC | 18K | $100K–$500K | SH |
| ITOT | ISHARES TR | 3K | $100K–$500K | SH |
| DFUV | DIMENSIONAL ETF TRUST | 9K | $100K–$500K | SH |
| HII | HUNTINGTON INGALLS INDS INC | 1K | $100K–$500K | SH |
| VMO | INVESCO MUN OPPORTUNITY TR | 43K | $100K–$500K | SH |
| NKE | NIKE INC | 6K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 1K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 2K | $100K–$500K | SH |
| ROK | ROCKWELL AUTOMATION INC | 981 | $100K–$500K | SH |
| DFGR | DIMENSIONAL ETF TRUST | 14K | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 1K | $100K–$500K | SH |
| GLU | GABELLI GLOBL UTIL & INCOME | 19K | $100K–$500K | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 11K | $100K–$500K | SH |
| TRMB | TRIMBLE INC | 5K | $100K–$500K | SH |
| DXUV | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |