$407 Million is the total value of Live Oak Private Wealth LLC's 158 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 13.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $17,108,000 | +14.4% | 66,966 | +3.9% | 4.20% | +0.2% |
| BAC | Buy | BK OF AMERICA CORP | $12,726,000 | +30.1% | 328,935 | +2.0% | 3.12% | +13.9% |
| DIS | Sell | DISNEY WALT CO | $12,274,000 | -5.6% | 66,520 | -7.3% | 3.01% | -17.4% |
| SCHW | Buy | SCHWAB CHARLES CORP | $11,841,000 | +25.1% | 181,662 | +1.8% | 2.91% | +9.6% |
| CVS | Buy | CVS HEALTH CORP | $9,962,000 | +15.4% | 132,425 | +4.8% | 2.44% | +1.0% |
| MOS | Buy | MOSAIC CO NEW | $8,986,000 | +40.8% | 284,279 | +2.5% | 2.20% | +23.3% |
| AAPL | Buy | APPLE INC | $8,939,000 | -7.6% | 73,178 | +0.4% | 2.19% | -19.1% |
| FDX | Buy | FEDEX CORP | $8,884,000 | +9.9% | 31,279 | +0.5% | 2.18% | -3.8% |
| MSFT | Buy | MICROSOFT CORP | $8,708,000 | +7.4% | 36,934 | +1.3% | 2.14% | -6.0% |
| DLTR | Buy | DOLLAR TREE INC | $8,142,000 | +16.4% | 71,134 | +9.9% | 2.00% | +1.9% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $8,128,000 | +18.7% | 3,941 | +0.9% | 2.00% | +3.9% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $7,812,000 | +17.7% | 101,098 | +9.0% | 1.92% | +3.1% |
| ABT | Buy | ABBOTT LABS | $7,313,000 | +10.3% | 61,026 | +0.8% | 1.80% | -3.4% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $7,169,000 | +17.8% | 123,288 | +19.0% | 1.76% | +3.1% |
| CSCO | Buy | CISCO SYS INC | $6,955,000 | +23.9% | 134,499 | +7.2% | 1.71% | +8.4% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $6,847,000 | +7.8% | 40,277 | +6.8% | 1.68% | -5.6% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $6,713,000 | +8.9% | 18,043 | +2.6% | 1.65% | -4.6% |
| MET | Buy | METLIFE INC | $6,415,000 | +38.4% | 105,533 | +6.9% | 1.57% | +21.2% |
| INTC | Buy | INTEL CORP | $6,334,000 | +35.7% | 98,961 | +5.6% | 1.55% | +18.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $6,317,000 | +25.7% | 41,496 | +4.9% | 1.55% | +10.0% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $6,309,000 | +10.3% | 116,587 | +6.8% | 1.55% | -3.5% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $6,214,000 | +19.8% | 3,004 | +1.4% | 1.52% | +4.8% |
| IGSB | Buy | ISHARES TR | $6,091,000 | +4.0% | 111,400 | +4.9% | 1.50% | -9.0% |
| TMX | Buy | TERMINIX GLOBAL HOLDINGS INC | $6,049,000 | +1.5% | 126,893 | +8.6% | 1.48% | -11.1% |
| FISV | New | FISERV INC | $5,918,000 | – | 49,714 | +100.0% | 1.45% | – |
| IVZ | Buy | INVESCO LTD | $5,727,000 | +51.8% | 227,081 | +4.9% | 1.41% | +32.9% |
| PFE | Buy | PFIZER INC | $5,655,000 | +13.2% | 156,099 | +15.0% | 1.39% | -0.9% |
| CVX | Buy | CHEVRON CORP NEW | $5,520,000 | +44.2% | 52,677 | +16.2% | 1.36% | +26.3% |
| TJX | Buy | TJX COS INC NEW | $5,312,000 | +4.6% | 80,301 | +7.9% | 1.30% | -8.4% |
| MRK | Buy | MERCK & CO. INC | $5,299,000 | +12.5% | 68,735 | +19.4% | 1.30% | -1.5% |
| DEO | Buy | DIAGEO PLCspon adr new | $5,252,000 | +14.3% | 31,984 | +10.6% | 1.29% | +0.1% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $5,210,000 | +2.3% | 14,631 | +2.6% | 1.28% | -10.4% |
| IFF | Buy | INTERNATIONAL FLAVORS&FRAGRA | $5,147,000 | +43.1% | 36,864 | +11.5% | 1.26% | +25.2% |
| QCOM | Sell | QUALCOMM INC | $5,053,000 | -35.0% | 38,108 | -25.3% | 1.24% | -43.1% |
| VNT | New | VONTIER CORPORATION | $5,006,000 | – | 165,374 | +100.0% | 1.23% | – |
| NVS | Buy | NOVARTIS AGsponsored adr | $4,946,000 | +0.1% | 57,861 | +10.5% | 1.21% | -12.4% |
| LOW | Buy | LOWES COS INC | $4,930,000 | +29.3% | 25,922 | +9.1% | 1.21% | +13.2% |
| HCA | Buy | HCA HEALTHCARE INC | $4,887,000 | +17.0% | 25,948 | +2.1% | 1.20% | +2.4% |
| KMX | Sell | CARMAX INC | $4,872,000 | +38.3% | 36,729 | -1.5% | 1.20% | +21.1% |
| KO | Sell | COCA COLA CO | $4,865,000 | -13.0% | 92,293 | -9.5% | 1.19% | -23.9% |
| TWTR | Sell | TWITTER INC | $4,796,000 | -29.3% | 75,374 | -39.8% | 1.18% | -38.1% |
| AGG | Sell | ISHARES TRcore us aggbd et | $4,777,000 | -14.9% | 41,970 | -11.6% | 1.17% | -25.5% |
| CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $4,690,000 | -3.5% | 7,601 | +3.5% | 1.15% | -15.5% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $4,141,000 | +13.8% | 48,010 | +14.0% | 1.02% | -0.4% |
| SONY | Sell | SONY CORPsponsored adr | $3,671,000 | -51.0% | 34,625 | -53.3% | 0.90% | -57.1% |
| V | Buy | VISA INC | $3,416,000 | +2.4% | 16,132 | +5.7% | 0.84% | -10.4% |
| WFC | Buy | WELLS FARGO CO NEW | $3,376,000 | +42.5% | 86,416 | +10.1% | 0.83% | +24.8% |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $3,280,000 | +33.6% | 64,599 | +33.4% | 0.80% | +17.0% |
| UL | Buy | UNILEVER PLCspon adr new | $3,173,000 | +38.5% | 56,838 | +49.8% | 0.78% | +21.3% |
| BAM | Buy | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $3,092,000 | +18.3% | 69,475 | +9.7% | 0.76% | +3.7% |
| RY | ROYAL BK CDA | $3,053,000 | +12.4% | 33,107 | 0.0% | 0.75% | -1.7% | |
| AON | Buy | AON PLC | $2,903,000 | +37.3% | 12,615 | +26.1% | 0.71% | +20.1% |
| AMAT | Sell | APPLIED MATLS INC | $2,841,000 | +49.6% | 21,264 | -3.3% | 0.70% | +31.0% |
| GAB | GABELLI EQUITY TR INC | $2,812,000 | +8.8% | 412,293 | 0.0% | 0.69% | -4.8% | |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $2,410,000 | +11.6% | 102,602 | 0.0% | 0.59% | -2.3% | |
| GDV | GABELLI DIVID & INCOME TR | $2,186,000 | +11.6% | 91,222 | 0.0% | 0.54% | -2.4% | |
| BSCM | INVESCO EXCH TRD SLF IDX FD | $2,000,000 | -0.5% | 92,415 | 0.0% | 0.49% | -12.8% | |
| ABBV | Sell | ABBVIE INC | $1,917,000 | +0.1% | 17,712 | -0.9% | 0.47% | -12.5% |
| BSCL | INVESCO EXCH TRD SLF IDX FD | $1,865,000 | -0.4% | 88,275 | 0.0% | 0.46% | -12.8% | |
| BSCN | INVESCO EXCH TRD SLF IDX FD | $1,818,000 | -0.6% | 83,515 | 0.0% | 0.45% | -13.1% | |
| ETG | EATON VANCE TX ADV GLBL DIV | $1,781,000 | +4.6% | 93,284 | 0.0% | 0.44% | -8.4% | |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $1,770,000 | +36.8% | 28,034 | +34.4% | 0.43% | +19.6% |
| MKL | Buy | MARKEL CORP | $1,594,000 | +29.9% | 1,399 | +17.9% | 0.39% | +13.7% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $1,468,000 | +16.0% | 6,475 | +19.0% | 0.36% | +1.4% |
| TIP | New | ISHARES TRtips bd etf | $1,379,000 | – | 10,985 | +100.0% | 0.34% | – |
| EFA | Buy | ISHARES TRmsci eafe etf | $1,339,000 | +11.7% | 17,655 | +7.4% | 0.33% | -2.1% |
| PHYS | New | SPROTT PHYSICAL GOLD TRunit | $1,334,000 | – | 99,500 | +100.0% | 0.33% | – |
| FOXA | Buy | FOX CORP | $1,317,000 | +43.5% | 36,469 | +15.7% | 0.32% | +25.7% |
| GGT | GABELLI MULTIMEDIA TR INC | $1,289,000 | +20.0% | 134,937 | 0.0% | 0.32% | +5.0% | |
| ICLR | New | ICON PLC | $1,222,000 | – | 6,224 | +100.0% | 0.30% | – |
| USA | Sell | LIBERTY ALL STAR EQUITY FDsh ben int | $1,210,000 | +10.3% | 158,585 | -0.3% | 0.30% | -3.3% |
| VRSN | Buy | VERISIGN INC | $1,166,000 | +6.5% | 5,867 | +15.9% | 0.29% | -6.8% |
| DHR | Buy | DANAHER CORPORATION | $1,143,000 | +47.5% | 5,078 | +45.6% | 0.28% | +29.5% |
| NEAR | New | ISHARES U S ETF TRblackrock st mat | $1,114,000 | – | 22,192 | +100.0% | 0.27% | – |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $1,098,000 | +13.1% | 7,749 | +1.8% | 0.27% | -1.1% |
| DINT | Buy | DAVIS FUNDAMENTAL ETF TRselct intl etf | $1,017,000 | +39.5% | 42,540 | +36.0% | 0.25% | +22.5% |
| ADI | Buy | ANALOG DEVICES INC | $1,008,000 | +59.2% | 6,499 | +51.6% | 0.25% | +39.5% |
| MDT | Buy | MEDTRONIC PLC | $993,000 | +36.6% | 8,403 | +35.4% | 0.24% | +19.6% |
| AOD | ABERDEEN TOTAL DYNAMIC DIVD | $984,000 | +7.7% | 103,295 | 0.0% | 0.24% | -5.9% | |
| WMT | Sell | WALMART INC | $971,000 | -5.9% | 7,146 | -0.1% | 0.24% | -17.6% |
| FERG | New | FERGUSON PLC NEW | $955,000 | – | 7,946 | +100.0% | 0.23% | – |
| MCO | Buy | MOODYS CORP | $944,000 | +32.4% | 3,161 | +28.7% | 0.23% | +16.0% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $915,000 | +15.4% | 2,309 | +8.8% | 0.22% | +1.4% |
| PEP | Sell | PEPSICO INC | $902,000 | -5.5% | 6,374 | -1.0% | 0.22% | -17.5% |
| JNJ | Sell | JOHNSON & JOHNSON | $892,000 | +3.1% | 5,428 | -1.2% | 0.22% | -9.5% |
| APD | Buy | AIR PRODS & CHEMS INC | $888,000 | +112.4% | 3,156 | +106.3% | 0.22% | +86.3% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $876,000 | +16.3% | 2,680 | -6.2% | 0.22% | +1.9% |
| LMT | Buy | LOCKHEED MARTIN CORP | $853,000 | +119.3% | 2,309 | +110.7% | 0.21% | +91.7% |
| JD | Buy | JD.COM INCspon adr cl a | $850,000 | +9.3% | 10,082 | +13.9% | 0.21% | -4.1% |
| IDE | VOYA INFRASTRUCTURE INDLS & | $816,000 | +20.2% | 65,919 | 0.0% | 0.20% | +5.3% | |
| EDU | Buy | NEW ORIENTAL ED & TECHNOLOGYspon adr | $767,000 | -12.8% | 54,780 | +1056.9% | 0.19% | -23.9% |
| HD | Sell | HOME DEPOT INC | $754,000 | +11.0% | 2,469 | -3.4% | 0.18% | -2.6% |
| EEFT | Buy | EURONET WORLDWIDE INC | $742,000 | +50.8% | 5,366 | +58.0% | 0.18% | +31.9% |
| BIDU | Buy | BAIDU INCspon adr rep a | $705,000 | +26.3% | 3,239 | +25.6% | 0.17% | +10.9% |
| HPS | HANCOCK JOHN PFD INCOME FD I | $703,000 | +5.2% | 38,630 | 0.0% | 0.17% | -7.5% | |
| CAT | Sell | CATERPILLAR INC | $686,000 | +24.1% | 2,959 | -2.6% | 0.17% | +8.4% |
| LIN | Buy | LINDE PLC | $680,000 | +61.1% | 2,429 | +51.7% | 0.17% | +41.5% |
| EVT | EATON VANCE TAX ADVT DIV INC | $646,000 | +11.0% | 24,589 | 0.0% | 0.16% | -2.5% | |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $610,000 | +9.7% | 4,642 | -0.7% | 0.15% | -3.8% |
| HON | Sell | HONEYWELL INTL INC | $599,000 | -1.5% | 2,761 | -3.4% | 0.15% | -13.5% |
| SNY | Buy | SANOFIsponsored adr | $593,000 | +121.3% | 11,996 | +117.8% | 0.15% | +94.7% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $587,000 | +6.3% | 11,388 | +5.4% | 0.14% | -7.1% |
| BG | BUNGE LIMITED | $584,000 | +20.9% | 7,370 | 0.0% | 0.14% | +5.9% | |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $556,000 | +11.2% | 10,676 | +7.0% | 0.14% | -2.9% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $546,000 | +15.7% | 3,601 | +4.2% | 0.13% | +1.5% |
| TFC | Sell | TRUIST FINL CORP | $525,000 | -50.7% | 8,995 | -59.5% | 0.13% | -56.9% |
| TGT | Sell | TARGET CORP | $524,000 | +5.9% | 2,647 | -5.5% | 0.13% | -7.2% |
| XOM | Sell | EXXON MOBIL CORP | $515,000 | -8.4% | 9,223 | -32.3% | 0.13% | -20.3% |
| NSC | NORFOLK SOUTHN CORP | $496,000 | +13.0% | 1,847 | 0.0% | 0.12% | -0.8% | |
| PG | Sell | PROCTER AND GAMBLE CO | $491,000 | -8.1% | 3,625 | -5.5% | 0.12% | -19.3% |
| PSLV | New | SPROTT PHYSICAL SILVER TRtr unit | $457,000 | – | 52,000 | +100.0% | 0.11% | – |
| AMGN | Sell | AMGEN INC | $456,000 | +3.4% | 1,832 | -4.5% | 0.11% | -9.7% |
| VRP | Buy | INVESCO EXCH TRADED FD TR IIvar rate pfd | $451,000 | +0.9% | 17,440 | +1.2% | 0.11% | -11.2% |
| TLT | New | ISHARES TR20 yr tr bd etf | $447,000 | – | 3,300 | +100.0% | 0.11% | – |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $432,000 | +9.4% | 2,018 | -0.6% | 0.11% | -4.5% |
| IGR | CBRE CLARION GLOBAL REAL EST | $429,000 | +13.5% | 54,884 | 0.0% | 0.10% | -0.9% | |
| IWM | Sell | ISHARES TRrussell 2000 etf | $415,000 | -21.0% | 1,880 | -29.8% | 0.10% | -30.6% |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $409,000 | -0.2% | 43,136 | 0.0% | 0.10% | -13.0% | |
| LSXMK | Sell | LIBERTY MEDIA CORP DEL | $394,000 | -6.6% | 8,943 | -7.9% | 0.10% | -17.8% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $386,000 | -30.2% | 970 | -34.1% | 0.10% | -38.7% |
| PM | New | PHILIP MORRIS INTL INC | $386,000 | – | 4,352 | +100.0% | 0.10% | – |
| TSLA | TESLA INC | $367,000 | -5.4% | 550 | 0.0% | 0.09% | -17.4% | |
| NTR | NUTRIEN LTD | $355,000 | +12.0% | 6,590 | 0.0% | 0.09% | -2.2% | |
| MPW | Sell | MEDICAL PPTYS TRUST INC | $338,000 | -2.9% | 15,863 | -0.7% | 0.08% | -15.3% |
| UTF | COHEN & STEERS INFRASTRUCTUR | $337,000 | +8.0% | 12,075 | 0.0% | 0.08% | -4.6% | |
| AWP | ABERDEEN GLOBAL PREMIER PPTY | $337,000 | +13.1% | 56,692 | 0.0% | 0.08% | -1.2% | |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $324,000 | +4.5% | 5,150 | 0.0% | 0.08% | -8.0% | |
| EMR | Sell | EMERSON ELEC CO | $315,000 | -20.9% | 3,491 | -29.5% | 0.08% | -31.2% |
| AIG | Sell | AMERICAN INTL GROUP INC | $309,000 | +20.7% | 6,684 | -1.1% | 0.08% | +5.6% |
| FNB | F N B CORP | $301,000 | +33.8% | 23,681 | 0.0% | 0.07% | +17.5% | |
| AJG | GALLAGHER ARTHUR J & CO | $299,000 | +0.7% | 2,400 | 0.0% | 0.07% | -12.0% | |
| IEFA | Buy | ISHARES TRcore msci eafe | $297,000 | +13.8% | 4,125 | +9.2% | 0.07% | 0.0% |
| BLK | BLACKROCK INC | $287,000 | +4.7% | 380 | 0.0% | 0.07% | -9.1% | |
| IWR | Sell | ISHARES TRrus mid cap etf | $276,000 | -24.2% | 3,733 | -29.7% | 0.07% | -33.3% |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $279,000 | +9.4% | 16,179 | 0.0% | 0.07% | -4.2% | |
| DUK | Sell | DUKE ENERGY CORP NEW | $272,000 | -46.9% | 2,821 | -49.5% | 0.07% | -53.5% |
| HQL | TEKLA LIFE SCIENCES INVSsh ben int | $261,000 | 0.0% | 13,223 | 0.0% | 0.06% | -12.3% | |
| CMI | CUMMINS INC | $259,000 | +14.1% | 1,000 | 0.0% | 0.06% | 0.0% | |
| LH | LABORATORY CORP AMER HLDGS | $255,000 | +25.0% | 1,000 | 0.0% | 0.06% | +10.5% | |
| AMZN | AMAZON COM INC | $251,000 | -4.9% | 81 | 0.0% | 0.06% | -16.2% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $249,000 | +7.3% | 1,319 | 0.0% | 0.06% | -6.2% | |
| HPF | HANCOCK JOHN PFD INCOME FD I | $227,000 | +9.7% | 10,891 | 0.0% | 0.06% | -3.4% | |
| MCD | Sell | MCDONALDS CORP | $218,000 | -2.2% | 971 | -6.6% | 0.05% | -14.3% |
| NUE | New | NUCOR CORP | $217,000 | – | 2,700 | +100.0% | 0.05% | – |
| CSX | CSX CORP | $217,000 | +6.4% | 2,250 | 0.0% | 0.05% | -7.0% | |
| LLY | Sell | LILLY ELI & CO | $210,000 | -28.3% | 1,125 | -35.1% | 0.05% | -36.6% |
| GE | Sell | GENERAL ELECTRIC CO | $208,000 | +8.9% | 15,850 | -10.2% | 0.05% | -5.6% |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $206,000 | – | 1,743 | +100.0% | 0.05% | – |
| GGN | Buy | GAMCO GLOBAL GOLD NAT RES & | $202,000 | +19.5% | 58,152 | +20.8% | 0.05% | +6.4% |
| SLV | New | ISHARES SILVER TRishares | $193,000 | – | 8,500 | +100.0% | 0.05% | – |
| IQI | INVESCO QUALITY MUN INCOME T | $136,000 | -0.7% | 10,480 | 0.0% | 0.03% | -13.2% | |
| NRO | New | NEUBERGER BERMAN REAL ESTATE | $124,000 | – | 27,105 | +100.0% | 0.03% | – |
| BCX | BLACKROCK RES & COMMODITIES | $117,000 | +19.4% | 13,200 | 0.0% | 0.03% | +7.4% | |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $100,000 | +12.4% | 10,525 | 0.0% | 0.02% | 0.0% | |
| SLV | New | ISHARES SILVER TRcall | $10,000 | – | 185,000 | +100.0% | 0.00% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -584 | -100.0% | -0.06% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -3,842 | -100.0% | -0.07% | – |
| VTRS | Exit | VIATRIS INC | $0 | – | -16,820 | -100.0% | -0.09% | – |
| DISCA | Exit | DISCOVERY INC | $0 | – | -56,354 | -100.0% | -0.48% | – |
| D | Exit | DOMINION ENERGY INC | $0 | – | -56,796 | -100.0% | -1.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 16 | Q3 2023 | 7.9% |
| MICROSOFT CORP | 16 | Q3 2023 | 6.7% |
| APPLE INC | 16 | Q3 2023 | 5.5% |
| BK OF AMERICA CORP | 16 | Q3 2023 | 4.8% |
| THE CHARLES SCHWAB CORPORATI | 16 | Q3 2023 | 3.6% |
| DISNEY WALT CO | 16 | Q3 2023 | 3.8% |
| UNITEDHEALTH GROUP INC | 16 | Q3 2023 | 5.0% |
| DOLLAR TREE INC | 16 | Q3 2023 | 3.4% |
| ALPHABET INC | 16 | Q3 2023 | 3.9% |
| ABBOTT LABS | 16 | Q3 2023 | 3.1% |
View Live Oak Private Wealth LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-21 |
| 13F-HR | 2022-02-08 |
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.