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Portfolio (Quarterly) Guide ↗

Live Oak Private Wealth LLC

· CIK 0001799877
13F Portfolio $718M AUM Filed Oct 17, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 194 New
Page 7 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GGT GABELLI MULTIMEDIA TR INC Financial Services 134,937.0 $580K 0.08% NEW $4.30 -1.3%
122 EMR EMERSON ELEC CO Industrials 4,407.0 $578K 0.08% NEW $131.18 +1.1%
123 NTRS NORTHERN TR CORP Financial Services 4,256.0 $573K 0.08% NEW $134.60 +23.0%
124 TFC TRUIST FINL CORP Financial Services 12,448.0 $569K 0.08% NEW $45.72 +2.8%
125 SCHO SCHWAB STRATEGIC TR 22,436.0 $547K 0.08% NEW $24.40 -1.2%
126 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 65,572.0 $538K 0.07% NEW $8.20 -6.8%
127 VO VANGUARD INDEX FDS 1,804.0 $530K 0.07% NEW $293.74 -74.0%
128 KO COCA COLA CO Consumer Defensive 7,780.0 $516K 0.07% NEW $66.32 +24.1%
129 IEMG ISHARES INC 7,811.0 $515K 0.07% NEW $65.92 +19.9%
130 SHY ISHARES TR 6,140.0 $509K 0.07% NEW $82.96 -1.1%
131 FNB F N B CORP Financial Services 30,076.0 $485K 0.07% NEW $16.11 +6.6%
132 IJH ISHARES TR 7,355.0 $480K 0.07% NEW $65.26 +10.0%
133 PFE PFIZER INC Healthcare 17,627.0 $449K 0.06% NEW $25.48 +0.7%
134 NKE NIKE INC Consumer Cyclical 6,379.0 $445K 0.06% NEW $69.73 -38.8%
135 QDF FLEXSHARES TR 5,582.0 $443K 0.06% NEW $79.40 +10.2%
136 ITOT ISHARES TR 2,949.0 $430K 0.06% NEW $145.65 +10.1%
137 VMO INVESCO MUN OPPORTUNITY TR Financial Services 43,000.0 $416K 0.06% NEW $9.67 -2.5%
138 CMI CUMMINS INC Industrials 963.0 $407K 0.06% NEW $422.37 +57.0%
139 DFUV DIMENSIONAL ETF TRUST 8,962.0 $401K 0.06% NEW $44.69 +17.0%
140 UNP UNION PAC CORP Industrials 1,686.0 $399K 0.06% NEW $236.37 +16.3%
Page 7 of 10  ·  194 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 29.1%
Technology 18.4%
Healthcare 15.7%
Communication Services 8.4%
Industrials 7.8%
Consumer Cyclical 6.9%
Consumer Defensive 5.4%
Energy 3.8%
Basic Materials 3.7%
Utilities 0.8%