Live Oak Private Wealth LLC holdings history

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247 is the total number of securities Live Oak Private Wealth LLC has owned. The longest Live Oak Private Wealth LLC has owned a single stock is 16 quarters.

Live Oak Private Wealth LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
BRKB BERKSHIRE HATHAWAY INC...16163.85%4.80%7.86%Q4 2019Q3 202316
MSFT MICROSOFT CORP16162.14%2.99%6.71%Q4 2019Q3 202316
AAPL APPLE INC16162.19%2.95%5.55%Q4 2019Q3 202316
BAC BK OF AMERICA CORP16162.35%2.88%4.83%Q4 2019Q3 202316
SCHW THE CHARLES SCHWAB COR...16162.02%2.67%3.57%Q4 2019Q3 202316
DIS DISNEY WALT CO16161.87%2.51%3.81%Q4 2019Q3 202316
UNH UNITEDHEALTH GROUP INC16161.62%2.42%5.01%Q4 2019Q3 202316
DLTR DOLLAR TREE INC16161.62%2.41%3.43%Q4 2019Q3 202316
GOOG ALPHABET INC16161.46%2.08%3.95%Q4 2019Q3 202316
ABT ABBOTT LABS16161.55%1.88%3.13%Q4 2019Q3 202316
GOOGL ALPHABET INC16160.88%1.80%2.23%Q4 2019Q3 202316
MA MASTERCARD INCORPORATED16161.12%1.53%3.90%Q4 2019Q3 202316
CHTR CHARTER COMMUNICATIONS...16160.86%1.51%3.78%Q4 2019Q3 202316
CVX CHEVRON CORP NEW16160.33%1.50%2.38%Q4 2019Q3 202316
HCA HCA HEALTHCARE INC16160.97%1.48%3.30%Q4 2019Q3 202316
MRK MERCK & CO. INC16160.24%1.45%2.12%Q4 2019Q3 202316
JPM JPMORGAN CHASE & CO16160.76%1.45%1.97%Q4 2019Q3 202316
CSCO CISCO SYS INC16160.37%1.43%1.89%Q4 2019Q3 202316
PFE PFIZER INC16160.26%1.32%1.68%Q4 2019Q3 202316
CMCSA COMCAST CORP NEW16160.56%1.30%1.66%Q4 2019Q3 202316
LOW LOWES COS INC16160.54%1.19%1.76%Q4 2019Q3 202316
KMX CARMAX INC16160.57%1.19%3.44%Q4 2019Q3 202316
V VISA INC16160.75%1.17%2.72%Q4 2019Q3 202316
MKL MARKEL GROUP INC16160.34%0.87%1.88%Q4 2019Q3 202316
DHR DANAHER CORPORATION16160.18%0.81%1.80%Q4 2019Q3 202316
XOM EXXON MOBIL CORP16160.11%0.45%0.97%Q4 2019Q3 202316
ADI ANALOG DEVICES INC16160.15%0.40%0.74%Q4 2019Q3 202316
MCO MOODYS CORP16160.20%0.38%0.70%Q4 2019Q3 202316
IVV ISHARES TR16160.10%0.34%1.08%Q4 2019Q3 202316
WMT WALMART INC16160.21%0.31%0.71%Q4 2019Q3 202316
BMY BRISTOL-MYERS SQUIBB CO16160.08%0.30%0.67%Q4 2019Q3 202316
JNJ JOHNSON & JOHNSON16160.20%0.27%0.43%Q4 2019Q3 202316
HD HOME DEPOT INC16160.18%0.27%0.36%Q4 2019Q3 202316
SPY SPDR S&P 500 ETF TR16160.16%0.26%0.63%Q4 2019Q3 202316
GS GOLDMAN SACHS GROUP INC16160.15%0.22%0.40%Q4 2019Q3 202316
AMGN AMGEN INC16160.08%0.18%0.46%Q4 2019Q3 202316
TFC TRUIST FINL CORP16160.08%0.15%0.30%Q4 2019Q3 202316
HON HONEYWELL INTL INC16160.07%0.14%0.30%Q4 2019Q3 202316
CVS CVS HEALTH CORP15151.16%2.20%3.40%Q4 2019Q2 202315
UPS UNITED PARCEL SERVICE INC15150.28%1.58%2.08%Q1 2020Q3 202315
VZ VERIZON COMMUNICATIONS...15150.88%1.42%1.98%Q4 2019Q2 202315
NVS NOVARTIS AG15150.24%1.30%1.76%Q1 2020Q3 202315
KO COCA COLA CO15150.94%1.29%1.66%Q1 2020Q3 202315
TGT TARGET CORP15150.11%0.38%1.27%Q1 2020Q3 202315
EFA ISHARES TR1410.27%0.37%0.62%Q4 2019Q3 202315
IWM ISHARES TR1410.10%0.14%0.30%Q4 2019Q3 202315
IWD ISHARES TR1410.12%0.14%0.22%Q4 2019Q3 202315
AJG GALLAGHER ARTHUR J & CO15150.07%0.09%0.26%Q1 2020Q3 202315
RTX RTX CORPORATION14141.00%1.49%1.96%Q2 2020Q3 202314
MET METLIFE INC14141.18%1.45%1.81%Q2 2020Q3 202314
QCOM QUALCOMM INC14141.14%1.45%2.18%Q2 2020Q3 202314
TJX TJX COS INC NEW14141.18%1.42%1.78%Q2 2020Q3 202314
DEO DIAGEO PLC14141.29%1.38%1.57%Q2 2020Q3 202314
WFC WELLS FARGO CO NEW14140.62%1.33%3.08%Q4 2019Q1 202314
SONY SONY GROUP CORPORATION14140.90%1.28%2.10%Q2 2020Q3 202314
AON AON PLC14140.59%1.11%1.50%Q2 2020Q3 202314
IVZ INVESCO LTD14140.78%1.00%1.41%Q2 2020Q3 202314
UL UNILEVER PLC14140.51%0.93%1.34%Q2 2020Q3 202314
SHY ISHARES TR14140.05%0.75%1.41%Q2 2020Q3 202314
GAB GABELLI EQUITY TR INC14140.56%0.66%0.75%Q2 2020Q3 202314
ABBV ABBVIE INC14140.44%0.56%0.69%Q2 2020Q3 202314
HTD HANCOCK JOHN TAX-ADVAN...14140.39%0.53%0.72%Q2 2020Q3 202314
AMAT APPLIED MATLS INC14140.25%0.47%0.70%Q2 2020Q3 202314
GDV GABELLI DIVID & INCOME TR14140.38%0.46%0.58%Q2 2020Q3 202314
DUK DUKE ENERGY CORP NEW14140.07%0.41%0.62%Q2 2020Q3 202314
ETG EATON VANCE TX ADV GLB...14140.29%0.38%0.48%Q2 2020Q3 202314
PM PHILIP MORRIS INTL INC1130.10%0.27%0.49%Q4 2019Q3 202314
PEP PEPSICO INC14140.19%0.26%0.31%Q2 2020Q3 202314
USA LIBERTY ALL STAR EQUIT...14140.19%0.25%0.33%Q2 2020Q3 202314
GGT GABELLI MULTIMEDIA TR INC14140.15%0.23%0.33%Q2 2020Q3 202314
AOD ABRDN TOTAL DYNAMIC DI...14140.17%0.21%0.29%Q2 2020Q3 202314
DINT DAVIS FUNDAMENTAL ETF TR1220.17%0.21%0.25%Q4 2019Q3 202314
RSP INVESCO EXCHANGE TRADE...14140.05%0.18%0.28%Q2 2020Q3 202314
IDE VOYA INFRASTRUCTURE IN...14140.13%0.17%0.22%Q2 2020Q3 202314
ADP AUTOMATIC DATA PROCESS...14140.05%0.16%0.30%Q2 2020Q3 202314
PG PROCTER AND GAMBLE CO14140.12%0.15%0.18%Q2 2020Q3 202314
HPS HANCOCK JOHN PFD INCOM...14140.11%0.15%0.22%Q2 2020Q3 202314
EVT EATON VANCE TAX ADVT D...14140.11%0.14%0.17%Q2 2020Q3 202314
BLK BLACKROCK INC14140.07%0.14%0.20%Q2 2020Q3 202314
NSC NORFOLK SOUTHN CORP14140.11%0.13%0.18%Q2 2020Q3 202314
MCD MCDONALDS CORP14140.05%0.11%0.19%Q2 2020Q3 202314
VWO VANGUARD INTL EQUITY I...14140.08%0.11%0.15%Q2 2020Q3 202314
LLY LILLY ELI & CO14140.05%0.10%0.21%Q2 2020Q3 202314
EMR EMERSON ELEC CO14140.07%0.09%0.11%Q2 2020Q3 202314
IGR CBRE GBL REAL ESTATE I...14140.05%0.09%0.12%Q2 2020Q3 202314
JPC NUVEEN PFD & INCOME OP...14140.06%0.09%0.13%Q2 2020Q3 202314
UTF COHEN & STEERS INFRAST...14140.05%0.07%0.10%Q2 2020Q3 202314
AWP ABRDN GLOBAL PREMIER P...14140.04%0.07%0.10%Q2 2020Q3 202314
VB VANGUARD INDEX FDS14140.04%0.07%0.11%Q2 2020Q3 202314
MPW MEDICAL PPTYS TRUST INC14140.02%0.06%0.11%Q2 2020Q3 202314
FNB F N B CORP14140.05%0.06%0.08%Q2 2020Q3 202314
CSQ CALAMOS STRATEGIC TOTL...14140.04%0.06%0.08%Q2 2020Q3 202314
HQL TEKLA LIFE SCIENCES INVS14140.04%0.05%0.09%Q2 2020Q3 202314
HPF HANCOCK JOHN PFD INCOM...14140.03%0.05%0.07%Q2 2020Q3 202314
IQI INVESCO QUALITY MUN IN...14140.02%0.03%0.04%Q2 2020Q3 202314
BCX BLACKROCK RES & COMMOD...14140.02%0.03%0.03%Q2 2020Q3 202314
BDJ BLACKROCK ENHANCED EQU...14140.02%0.02%0.03%Q2 2020Q3 202314
FDX FEDEX CORP13130.08%1.54%3.71%Q4 2019Q4 202213
INTC INTEL CORP13130.21%1.12%1.81%Q4 2019Q4 202213
MDT MEDTRONIC PLC1210.04%0.25%0.42%Q4 2019Q2 202313
EEFT EURONET WORLDWIDE INC13130.10%0.24%0.35%Q3 2020Q3 202313
IWR ISHARES TR1210.06%0.14%0.25%Q4 2019Q3 202313
LSXMK LIBERTY MEDIA CORP DEL...13130.06%0.13%0.42%Q4 2019Q4 202213
GGN GAMCO GLOBAL GOLD NAT ...13130.04%0.05%0.05%Q3 2020Q3 202313
RY ROYAL BK CDA SUSTAINABL12120.75%1.25%1.69%Q4 2020Q3 202312
BAM BROOKFIELD ASSET MGMT INC12120.70%1.14%2.10%Q4 2019Q3 202212
FLOT ISHARES TR12120.04%0.71%0.90%Q2 2020Q1 202312
BABA ALIBABA GROUP HLDG LTD12120.21%0.39%0.75%Q4 2019Q3 202212
JD JD.COM INC12120.12%0.19%0.36%Q4 2019Q3 202212
LIN LINDE PLC12120.11%0.17%0.23%Q1 2020Q4 202212
AMZN AMAZON COM INC12120.06%0.17%0.28%Q4 2020Q3 202312
CAT CATERPILLAR INC12120.11%0.16%0.24%Q4 2020Q3 202312
VTV VANGUARD INDEX FDS12120.13%0.14%0.16%Q2 2020Q1 202312
AIG AMERICAN INTL GROUP INC930.06%0.09%0.23%Q4 2019Q4 202212
VGK VANGUARD INTL EQUITY I...12120.07%0.09%0.10%Q2 2020Q1 202312
COST COSTCO WHSL CORP NEW1020.05%0.08%0.12%Q3 2020Q3 202312
IEFA ISHARES TR12120.05%0.07%0.09%Q4 2020Q3 202312
CSX CSX CORP12120.05%0.06%0.06%Q4 2020Q3 202312
LH LABORATORY CORP AMER H...12120.04%0.05%0.06%Q4 2020Q3 202312
FISV FISERV INC11111.18%1.37%1.62%Q1 2021Q3 202311
IGSB ISHARES TR11110.57%1.33%1.87%Q2 2020Q4 202211
IFF INTERNATIONAL FLAVORS&...11110.96%1.16%1.48%Q4 2020Q2 202311
NEAR ISHARES U S ETF TR11110.15%0.52%1.06%Q1 2021Q3 202311
VRSN VERISIGN INC11110.27%0.40%0.84%Q4 2019Q2 202211
FERG FERGUSON PLC NEW11110.23%0.36%0.59%Q1 2021Q3 202311
ICLR ICON PLC11110.27%0.31%0.36%Q1 2021Q3 202311
TSM TAIWAN SEMICONDUCTOR M...11110.05%0.25%0.54%Q1 2021Q3 202311
BIDU BAIDU INC11110.10%0.15%0.24%Q1 2020Q3 202211
VTIP VANGUARD MALVERN FDS11110.06%0.14%0.20%Q2 2020Q4 202211
CMI CUMMINS INC650.04%0.05%0.06%Q4 2020Q3 202311
NRO NEUBERGER BERMAN REAL ...11110.02%0.02%0.03%Q1 2021Q3 202311
LMT LOCKHEED MARTIN CORP10100.06%0.21%0.45%Q2 2020Q3 202210
IJR ISHARES TR10100.07%0.07%0.08%Q2 2021Q3 202310
EEM ISHARES TR910.05%0.07%0.20%Q4 2019Q3 202310
IJH ISHARES TR10100.06%0.07%0.08%Q2 2021Q3 202310
SO SOUTHERN CO910.05%0.06%0.07%Q4 2020Q3 202310
THW TEKLA WORLD HEALTHCARE FD10100.03%0.04%0.05%Q2 2021Q3 202310
ZBH ZIMMER BIOMET HOLDINGS...991.17%1.38%1.64%Q3 2021Q3 20239
FOXA FOX CORP990.26%0.46%1.07%Q4 2019Q4 20219
PHYS SPROTT PHYSICAL GOLD TR990.26%0.30%0.33%Q1 2021Q1 20239
TSCO TRACTOR SUPPLY CO990.15%0.16%0.18%Q3 2021Q3 20239
ORLY OREILLY AUTOMOTIVE INC990.12%0.15%0.19%Q3 2021Q3 20239
VRP INVESCO EXCH TRADED FD...990.08%0.11%0.15%Q2 2020Q2 20229
TLT ISHARES TR990.07%0.09%0.11%Q1 2021Q1 20239
SYK STRYKER CORPORATION990.07%0.09%0.10%Q3 2021Q3 20239
BKNG BOOKING HOLDINGS INC990.05%0.07%0.09%Q3 2021Q3 20239
TRMB TRIMBLE INC990.05%0.06%0.10%Q3 2021Q3 20239
NUE NUCOR CORP810.04%0.06%0.07%Q1 2021Q3 20239
ACN ACCENTURE PLC IRELAND630.04%0.05%0.06%Q2 2021Q3 20239
TMO THERMO FISHER SCIENTIF...990.04%0.05%0.05%Q3 2021Q3 20239
UNP UNION PAC CORP990.04%0.05%0.06%Q3 2021Q3 20239
TMX TERMINIX GLOBAL HOLDIN...881.32%1.51%1.67%Q4 2020Q3 20228
TWTR TWITTER INC880.91%1.37%1.90%Q2 2020Q1 20228
BA BOEING CO620.22%1.32%1.99%Q4 2019Q3 20238
AGG ISHARES TR880.83%1.15%1.69%Q2 2020Q1 20228
TIP ISHARES TR880.13%0.35%0.44%Q1 2021Q4 20228
SNY SANOFI880.08%0.13%0.20%Q2 2020Q1 20228
IEMG ISHARES INC440.04%0.05%0.07%Q2 2021Q3 20238
MOS MOSAIC CO NEW771.21%1.88%2.20%Q2 2020Q4 20217
BSCM INVESCO EXCH TRD SLF I...770.35%0.52%0.72%Q2 2020Q4 20217
BSCN INVESCO EXCH TRD SLF I...770.32%0.47%0.64%Q2 2020Q4 20217
EDU NEW ORIENTAL ED & TECH...770.19%0.29%0.52%Q4 2019Q2 20217
DIMENSIONAL ETF TRUST770.06%0.26%0.57%Q1 2022Q3 20237
SPOT SPOTIFY TECHNOLOGY S A770.14%0.23%0.34%Q1 2022Q3 20237
BG BUNGE LIMITED770.10%0.13%0.14%Q2 2020Q4 20217
NKE NIKE INC610.07%0.12%0.15%Q4 2021Q3 20237
TSLA TESLA INC770.08%0.09%0.11%Q3 2020Q1 20227
CL COLGATE PALMOLIVE CO610.05%0.09%0.27%Q4 2019Q3 20237
DOW DOW INC770.06%0.07%0.09%Q1 2022Q3 20237
ROK ROCKWELL AUTOMATION INC770.04%0.06%0.07%Q1 2022Q3 20237
NOC NORTHROP GRUMMAN CORP770.04%0.05%0.06%Q1 2022Q3 20237
FINS ANGEL OAK FINL STRATEG...770.02%0.03%0.03%Q1 2022Q3 20237
VNT VONTIER CORPORATION660.93%1.10%1.24%Q1 2021Q2 20226
WARNER BROS DISCOVERY INC660.53%0.88%1.09%Q2 2022Q3 20236
BSCL INVESCO EXCH TRD SLF I...660.36%0.51%0.68%Q2 2020Q3 20216
DFAT DIMENSIONAL ETF TRUST660.35%0.38%0.41%Q2 2022Q3 20236
WLTW WILLIS TOWERS WATSON P...660.20%0.27%0.30%Q2 2022Q3 20236
SCHO SCHWAB STRATEGIC TR660.10%0.11%0.13%Q2 2022Q3 20236
SPPP SPROTT PHYSICAL PLAT P...660.09%0.10%0.11%Q4 2021Q1 20236
NTR NUTRIEN LTD660.09%0.09%0.09%Q3 2020Q4 20216
VO VANGUARD INDEX FDS660.05%0.08%0.11%Q2 2022Q3 20236
ARDAGH METAL PACKAGING...550.20%0.59%0.98%Q1 2022Q1 20235
DIMENSIONAL ETF TRUST550.33%0.40%0.45%Q3 2022Q3 20235
APD AIR PRODS & CHEMS INC550.12%0.21%0.25%Q4 2020Q4 20215
DIMENSIONAL ETF TRUST550.17%0.20%0.22%Q3 2022Q3 20235
GE GENERAL ELECTRIC CO320.05%0.07%0.12%Q4 2019Q2 20215
ITOT ISHARES TR550.05%0.05%0.07%Q3 2022Q3 20235
WEC WEC ENERGY GROUP INC550.05%0.05%0.06%Q3 2022Q3 20235
TRV TRAVELERS COMPANIES INC410.04%0.05%0.05%Q2 2022Q3 20235
BROOKFIELD CORP441.32%1.42%1.48%Q4 2022Q3 20234
AXTA AXALTA COATING SYS LTD440.14%1.04%1.96%Q4 2019Q3 20204
SLB SCHLUMBERGER LTD440.13%0.46%0.91%Q4 2019Q3 20204
BROOKFIELD ASSET MANAG...440.31%0.37%0.42%Q4 2022Q3 20234
FB META PLATFORMS INC220.06%0.23%0.43%Q4 2019Q3 20234
NTRS NORTHERN TR CORP440.06%0.07%0.08%Q4 2022Q3 20234
WY WEYERHAEUSER CO MTN BE310.04%0.05%0.05%Q4 2021Q4 20224
ZTS ZOETIS INC310.04%0.05%0.05%Q3 2021Q2 20234
D DOMINION ENERGY INC331.20%1.42%1.62%Q2 2020Q4 20203
DISCA DISCOVERY INC330.24%0.36%0.48%Q2 2020Q4 20203
LINDE PLC330.26%0.27%0.29%Q1 2023Q3 20233
HOLI HOLLYSYS AUTOMATION TE...330.06%0.14%0.18%Q4 2019Q2 20203
ECL ECOLAB INC210.07%0.12%0.24%Q4 2019Q4 20213
PSLV SPROTT PHYSICAL SILVER TR330.09%0.11%0.12%Q1 2021Q3 20213
VTI VANGUARD INDEX FDS210.05%0.05%0.06%Q3 2022Q2 20233
INTU INTUIT330.04%0.04%0.05%Q1 2023Q3 20233
SPE SPECIAL OPPORTUNITIES ...330.03%0.03%0.04%Q1 2023Q3 20233
UTX UNITED TECHNOLOGIES CORP222.12%2.36%2.60%Q4 2019Q1 20202
AON AON PLC221.72%1.81%1.90%Q4 2019Q1 20202
SERV SERVICEMASTER GLOBAL H...221.50%1.54%1.57%Q2 2020Q3 20202
C CITIGROUP INC220.57%0.75%0.94%Q4 2019Q1 20202
ANTM ANTHEM INC220.61%0.61%0.61%Q4 2019Q1 20202
ATVI ACTIVISION BLIZZARD INC220.25%0.55%0.84%Q2 2023Q3 20232
DAL DELTA AIR LINES INC DEL220.34%0.39%0.44%Q4 2019Q1 20202
MHK MOHAWK INDS INC220.27%0.34%0.42%Q4 2019Q1 20202
QID PROSHARES TR220.26%0.31%0.36%Q3 2021Q4 20212
FCAU FIAT CHRYSLER AUTOMOBI...220.18%0.26%0.34%Q4 2019Q1 20202
FOX FOX CORP220.23%0.24%0.24%Q2 2020Q3 20202
VEA VANGUARD TAX-MANAGED I...110.07%0.18%0.29%Q4 2019Q2 20222
GAN GAN LTD220.04%0.12%0.19%Q2 2021Q3 20212
NVDA NVIDIA CORPORATION220.07%0.07%0.07%Q2 2023Q3 20232
HII HUNTINGTON INGALLS IND...220.06%0.06%0.07%Q3 2021Q4 20212
CTSH COGNIZANT TECHNOLOGY S...220.06%0.06%0.06%Q3 2021Q4 20212
OVV OVINTIV INC220.06%0.06%0.06%Q1 2020Q2 20202
ADBE ADOBE SYSTEMS INCORPOR...220.05%0.05%0.05%Q2 2023Q3 20232
IJJ ISHARES TR220.05%0.05%0.05%Q2 2023Q3 20232
OEF ISHARES TR220.05%0.05%0.05%Q3 2022Q4 20222
GLU GABELLI GLOBL UTIL & I...220.03%0.03%0.03%Q2 2023Q3 20232
GM GENERAL MTRS CO112.20%2.20%2.20%Q4 2019Q4 20191
A AGILENT TECHNOLOGIES INC111.02%1.02%1.02%Q3 2023Q3 20231
DG DOLLAR GEN CORP NEW110.29%0.29%0.29%Q3 2023Q3 20231
SKF PROSHARES TR110.23%0.23%0.23%Q3 2021Q3 20211
IJK ISHARES TR110.20%0.20%0.20%Q4 2019Q4 20191
ECA ENCANA CORP110.09%0.09%0.09%Q4 2019Q4 20191
VTRS VIATRIS INC110.09%0.09%0.09%Q4 2020Q4 20201
OGN ORGANON & CO110.06%0.06%0.06%Q2 2021Q2 20211
T AT&T INC110.05%0.05%0.05%Q2 2021Q2 20211
CABO CABLE ONE INC110.05%0.05%0.05%Q2 2022Q2 20221
SLV ISHARES SILVER TR110.05%0.05%0.05%Q1 2021Q1 20211
ENB ENBRIDGE INC110.04%0.04%0.04%Q1 2022Q1 20221
IWN ISHARES TR110.04%0.04%0.04%Q2 2023Q2 20231
GENERAL ELECTRIC CO110.04%0.04%0.04%Q2 2023Q2 20231
ALT ALTIMMUNE INC110.04%0.04%0.04%Q2 2020Q2 20201
SRE SEMPRA110.04%0.04%0.04%Q4 2021Q4 20211
BEN FRANKLIN RESOURCES INC110.04%0.04%0.04%Q4 2021Q4 20211
GABRT GABELLI EQUITY TR INC110.01%0.01%0.01%Q2 2021Q2 20211
SLV ISHARES SILVER TR110.00%0.00%0.00%Q1 2021Q1 20211
CBRE GBL REAL ESTATE I...110.00%0.00%0.00%Q1 2023Q1 20231
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The securities at the top of the list , including BERKSHIRE HATHAWAY INC DEL, MICROSOFT CORP, and APPLE INC, are the highest-conviction holdings of Live Oak Private Wealth LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Live Oak Private Wealth LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Live Oak Private Wealth LLC owns currently or has owned in the past.