$103 Million is the total value of Live Oak Private Wealth LLC's 78 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2019 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 19 | Q2 2024 | 7.9% |
| MICROSOFT CORP | 19 | Q2 2024 | 6.7% |
| APPLE INC | 19 | Q2 2024 | 5.5% |
| BK OF AMERICA CORP | 19 | Q2 2024 | 4.8% |
| THE CHARLES SCHWAB CORPORATI | 19 | Q2 2024 | 3.6% |
| DOLLAR TREE INC | 19 | Q2 2024 | 3.4% |
| DISNEY WALT CO | 19 | Q2 2024 | 3.8% |
| UNITEDHEALTH GROUP INC | 19 | Q2 2024 | 5.0% |
| ALPHABET INC | 19 | Q2 2024 | 3.9% |
| ALPHABET INC | 19 | Q2 2024 | 2.4% |
View Live Oak Private Wealth LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-07-17 |
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-07-27 |
View Live Oak Private Wealth LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.