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 151–198 of 198
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VB | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| SO | SOUTHERN CO | 4K | $100K–$500K | SH |
| NTR | NUTRIEN LTD | 6K | $100K–$500K | SH |
| BMEZ | BLACKROCK HEALTH SCIENCES TE | 22K | $100K–$500K | SH |
| MOO | VANECK ETF TRUST | 5K | $100K–$500K | SH |
| TGT | TARGET CORP | 3K | $100K–$500K | SH |
| GGN | GAMCO GLOBAL GOLD NAT RES & | 63K | $100K–$500K | SH |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | 16K | $100K–$500K | SH |
| NUE | NUCOR CORP | 2K | $100K–$500K | SH |
| INTU | INTUIT | 466 | $100K–$500K | SH |
| CSX | CSX CORP | 8K | $100K–$500K | SH |
| EEM | ISHARES TR | 5K | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 4K | $100K–$500K | SH |
| UTF | COHEN & STEERS INFRASTRUCTUR | 12K | $100K–$500K | SH |
| FINS | ANGEL OAK FINL STRATEGIES IN | 22K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 769 | $100K–$500K | SH |
| WEC | WEC ENERGY GROUP INC | 3K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 801 | $100K–$500K | SH |
| BTI | BRITISH AMERN TOB PLC | 5K | $100K–$500K | SH |
| EME | EMCOR GROUP INC | 456 | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP | 476 | $100K–$500K | SH |
| IQDF | FLEXSHARES TR | 9K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 403 | $100K–$500K | SH |
| GM | GENERAL MTRS CO | 3K | $100K–$500K | SH |
| IWN | ISHARES TR | 1K | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 2K | $100K–$500K | SH |
| TSLA | TESLA INC | 564 | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 1K | $100K–$500K | SH |
| IGR | CBRE GBL REAL ESTATE INC FD | 55K | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO | 3K | $100K–$500K | SH |
| LH | LABCORP HOLDINGS INC | 949 | $100K–$500K | SH |
| UL | UNILEVER PLC | 4K | $100K–$500K | SH |
| ACN | ACCENTURE PLC IRELAND | 867 | $100K–$500K | SH |
| VOO | VANGUARD INDEX FDS | 358 | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 1K | $100K–$500K | SH |
| HQL | ABRDN LIFE SCIENCES INVESTOR | 13K | $100K–$500K | SH |
| GHC | GRAHAM HLDGS CO | 200 | $100K–$500K | SH |
| SPE | SPECIAL OPPORTUNITIES FD INC | 15K | $100K–$500K | SH |
| AWP | ABRDN GLOBAL PREMIER PPTYS F | 57K | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 610 | $100K–$500K | SH |
| HPF | HANCOCK JOHN PFD INCOME FD I | 11K | $100K–$500K | SH |
| THW | ABRDN WORLD HEALTHCARE FUND | 14K | $100K–$500K | SH |
| NRO | NEUBERGER REAL ESTATE | 56K | $100K–$500K | SH |
| BCX | BLACKROCK RES & COMMODITIES | 12K | $100K–$500K | SH |
| IQI | INVESCO QUALITY MUN INCOME T | 10K | $100K–$500K | SH |
| BDJ | BLACKROCK ENHANCED EQUITY DI | 11K | $50K–$100K | SH |
| FTF | FRANKLIN LTD DURATION INCOME | 10K | $50K–$100K | SH |
| IGD | VOYA GLBL EQTY DIV & PREM OP | 10K | $50K–$100K | SH |