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Portfolio (Quarterly) Guide ↗

Live Oak Private Wealth LLC

· CIK 0001799877
13F Portfolio $734M AUM 198 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 10 New 33 Added 53 Reduced 6 Exited
Page 3 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VTRS VIATRIS INC Healthcare 110,302.0 $1.4M 0.19% -6K -5.5% $12.45 +32.4%
42 AMGN AMGEN INC Healthcare 3,635.0 $1.2M 0.16% -100.0 -2.7% $327.31 -0.9%
43 IWD ISHARES TR 5,631.0 $1.2M 0.16% -31.0 -0.6% $210.34 +10.6%
44 IEFA ISHARES TR 7,897.0 $706K 0.10% -58.0 -0.7% $89.46 +7.4%
45 IEMG ISHARES INC 7,730.0 $520K 0.07% -81.0 -1.0% $67.22 +18.1%
46 KO COCA COLA CO Consumer Defensive 6,602.0 $462K 0.06% -1K -15.1% $69.91 +15.6%
47 AVGO BROADCOM INC Technology 1,173.0 $406K 0.06% -32.0 -2.7% $346.10 +21.6%
48 ROK ROCKWELL AUTOMATION INC Industrials 981.0 $382K 0.05% -18.0 -1.8% $389.07 +15.3%
49 VB VANGUARD INDEX FDS 1,373.0 $354K 0.05% -16.0 -1.1% $257.95 +9.1%
50 TGT TARGET CORP Consumer Defensive 3,400.0 $332K 0.04% -92.0 -2.6% $97.75 +24.3%
51 IAU ISHARES GOLD TR Financial Services 3,616.0 $294K 0.04% -157.0 -4.2% $81.17 +5.7%
52 CEG CONSTELLATION ENERGY CORP Utilities 801.0 $283K 0.04% -365.0 -31.3% $353.27 -25.8%
53 VIG VANGUARD SPECIALIZED FUNDS 1,140.0 $251K 0.03% -88.0 -7.2% $219.84 +4.8%
Page 3 of 3  ·  53 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 30.1%
Healthcare 16.3%
Technology 16.2%
Communication Services 8.9%
Industrials 7.8%
Consumer Cyclical 6.8%
Consumer Defensive 5.8%
Energy 3.7%
Basic Materials 3.6%
Utilities 0.7%