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CIK: 0001799877
Total reported value
$799.8M
$799.8M
188 檔
12.6%
During the Q1 2025 filing period, Live Oak Private Wealth LLC (CIK: 0001799877) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $799.8M across 188 reported positions.
In Q1 2025, Live Oak Private Wealth LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.74% | -0.50% | -1.17% | |
| 2 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.81% | -0.46% | +0.63% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.77% | -0.09% | -0.96% | |
| 4 | BAC | Bank Of America CORP | Stock-Financials | 2.55% | -0.05% | +0.95% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.50% | -0.33% | -0.98% | |
| 6 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.31% | -0.32% | +0.57% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.30% | +0.11% | +1.58% | |
| 8 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.15% | +0.28% | +2.08% | |
| 9 | DLTR | Dollar Tree Inc | Stock-Consumer Staples | 2.07% | -0.37% | +42.62% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.06% | -0.07% | -0.47% | |
| 11 | HCA | Hca Healthcare Inc | Stock-Healthcare | 2.00% | -0.68% | +1.79% | |
| 12 | MKL | Markel Group Inc | Stock-Financials | 1.89% | -0.23% | -0.11% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.86% | +0.12% | -0.04% | |
| 14 | BN | Brookfield CORP | Stock-Financials | 1.85% | -0.21% | +1.03% | |
| 15 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 1.85% | -0.23% | +11.52% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.83% | -0.59% | +1.60% | |
| 17 | ABT | Abbott Laboratories | Stock-Healthcare | 1.72% | -0.34% | +0.31% | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 1.68% | -0.23% | +1.31% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.53% | -0.10% | +0.97% | |
| 20 | DHR | Danaher CORP | Stock-Healthcare | 1.51% | -0.25% | +3.92% | |
| 21 | RTX | Rtx CORP | Stock-Industrials | 1.51% | -0.21% | -5.98% | |
| 22 | MET | Metlife Inc | Stock-Financials | 1.49% | +0.05% | +0.34% | |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 1.43% | +0.42% | +0.51% | |
| 24 | FISV | Fiserv Inc | Stock-Other | 1.41% | — | -21.74% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 1.39% | — | +18.04% | |
| 26 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.39% | +0.77% | +16.08% | |
| 27 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.39% | -0.18% | +1.60% | |
| 28 | AON | Aon plc | Stock-Financials | 1.38% | -0.14% | +0.66% | |
| 29 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.29% | -0.43% | +0.29% | |
| 30 | QCOM | Qualcomm Inc | Stock-Tech | 1.25% | -0.94% | +0.57% | |
| 31 | SLB | Slb LTD | Stock-Energy | 1.19% | -0.32% | +38.15% | |
| 32 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.18% | -0.03% | +26.39% | |
| 33 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.14% | -0.19% | +6.07% | |
| 34 | NEM | Newmont CORP | Stock-Materials | 1.13% | -0.48% | +5.50% | |
| 35 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 1.07% | -0.08% | +6.67% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.07% | -0.08% | +5.64% | |
| 37 | KMX | Carmax Inc | Stock-Consumer Disc | 1.05% | — | +4.14% | |
| 38 | RY | Royal Bank Of Canada | Stock-Financials | 0.98% | +0.20% | — | |
| 39 | ZBH | Zimmer Biomet Holdings Inc | Stock-Healthcare | 0.98% | -0.72% | EXIT | |
| 40 | ADI | Analog Devices Inc | Stock-Tech | 0.98% | +0.05% | +6.98% | |
| 41 | JBL | Jabil Inc | Stock-Tech | 0.97% | — | +3.18% | |
| 42 | PFE | Pfizer Inc | Stock-Healthcare | 0.97% | -0.02% | +9.97% | |
| 43 | BA | Boeing Co/the | Stock-Industrials | 0.94% | -0.01% | +0.70% | |
| 44 | A | Agilent Technologies Inc | Stock-Healthcare | 0.92% | +0.08% | +8.12% | |
| 45 | IVZ | Invesco Ltd. | Stock-Financials | 0.85% | -0.09% | +8.58% | |
| 46 | MCO | Moody's CORP | Stock-Financials | 0.85% | -0.08% | +0.63% | |
| 47 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.80% | -0.14% | +13.53% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.78% | -0.28% | -0.24% | |
| 49 | VSH | Vishay Intertechnology Inc | Stock-Other | 0.74% | +0.13% | +30.86% | |
| 50 | PM | Philip Morris International | Stock-Consumer Staples | 0.73% | -0.06% | -2.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 2 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | BAC | Bank Of America CORP | — | NEW | New buy |
| 5 | MSFT | Microsoft CORP | — | NEW | New buy |
| 6 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 7 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 8 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 9 | DLTR | Dollar Tree Inc | — | NEW | New buy |
| 10 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 11 | HCA | Hca Healthcare Inc | — | NEW | New buy |
| 12 | MKL | Markel Group Inc | — | NEW | New buy |
| 13 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 14 | BN | Brookfield CORP | — | NEW | New buy |
| 15 | SONY | Sony Group CORP - Sp Adr | — | NEW | New buy |
| 16 | CVX | Chevron CORP | — | NEW | New buy |
| 17 | ABT | Abbott Laboratories | — | NEW | New buy |
| 18 | MA | Mastercard Inc - A | — | NEW | New buy |
| 19 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 20 | DHR | Danaher CORP | — | NEW | New buy |
| 21 | RTX | Rtx CORP | — | NEW | New buy |
| 22 | MET | Metlife Inc | — | NEW | New buy |
| 23 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 24 | FISV | Fiserv Inc | — | NEW | New buy |
| 25 | ORCL | Oracle CORP | — | NEW | New buy |
| 26 | DFAX | Dimensional World Ex US Core | — | NEW | New buy |
| 27 | NVS | Novartis Ag-sponsored Adr | — | NEW | New buy |
| 28 | AON | Aon plc | — | NEW | New buy |
| 29 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 30 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 31 | SLB | Slb LTD | — | NEW | New buy |
| 32 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 33 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 34 | NEM | Newmont CORP | — | NEW | New buy |
| 35 | DEO | Diageo Plc-sponsored Adr | — | NEW | New buy |
| 36 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 37 | KMX | Carmax Inc | — | NEW | New buy |
| 38 | RY | Royal Bank Of Canada | — | NEW | New buy |
| 39 | ZBH | Zimmer Biomet Holdings Inc | — | NEW | New buy |
| 40 | ADI | Analog Devices Inc | — | NEW | New buy |
| 41 | JBL | Jabil Inc | — | NEW | New buy |
| 42 | PFE | Pfizer Inc | — | NEW | New buy |
| 43 | BA | Boeing Co/the | — | NEW | New buy |
| 44 | A | Agilent Technologies Inc | — | NEW | New buy |
| 45 | IVZ | Invesco Ltd. | — | NEW | New buy |
| 46 | MCO | Moody's CORP | — | NEW | New buy |
| 47 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 48 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 49 | VSH | Vishay Intertechnology Inc | — | NEW | New buy |
| 50 | PM | Philip Morris International | — | NEW | New buy |
According to official SEC Form 13F filings, Live Oak Private Wealth LLC reported a total U.S. public equity portfolio value of $799.8M across 188 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, SCHW, AAPL) accounted for 12.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-B
市值: $35.4M
During Q1 2025, Live Oak Private Wealth LLC's top holdings by market value included BRK-B (5.7%)、SCHW (2.8%)、AAPL (2.8%). The largest single position, BRK-B, represented 5.7% of total portfolio value.
In Q1 2025, Live Oak Private Wealth LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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