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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 4 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMZN AMAZON COM INC Consumer Cyclical 14,361.0 $3.2M 0.44% NEW $219.57 +17.5%
62 GAB GABELLI EQUITY TR INC Financial Services 514,176.0 $3.1M 0.44% NEW $6.09 -9.1%
63 DUK DUKE ENERGY CORP NEW Utilities 24,189.0 $3.0M 0.42% NEW $123.75 +0.5%
64 AMAT APPLIED MATLS INC Technology 14,485.0 $3.0M 0.41% NEW $204.74 +99.8%
65 DFIC DIMENSIONAL ETF TRUST 79,923.0 $2.6M 0.36% NEW $32.79 +14.3%
66 HTD HANCOCK JOHN TAX-ADVANTAGED Financial Services 102,602.0 $2.5M 0.35% NEW $24.80 +1.6%
67 LULU LULULEMON ATHLETICA INC Consumer Cyclical 14,067.0 $2.5M 0.35% NEW $177.93 -32.9%
68 BROOKFIELD ASSET MANAGMT LTD 43,648.0 $2.5M 0.35% NEW $56.94
69 GDV GABELLI DIVID & INCOME TR Financial Services 91,222.0 $2.5M 0.34% NEW $27.13 +6.6%
70 IVV ISHARES TR 3,477.0 $2.3M 0.32% NEW $669.31 +10.5%
71 DFCF DIMENSIONAL ETF TRUST 53,506.0 $2.3M 0.32% NEW $42.76 -2.6%
72 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 6,583.0 $2.3M 0.32% NEW $345.45 -25.9%
73 BERKSHIRE HATHAWAY INC DEL 3.0 $2.3M 0.32% NEW $754200.00
74 WMT WALMART INC Consumer Defensive 21,835.0 $2.3M 0.31% NEW $103.06 +31.0%
75 HD HOME DEPOT INC Consumer Cyclical 5,533.0 $2.2M 0.31% NEW $405.19 -25.4%
76 EFA ISHARES TR 23,598.0 $2.2M 0.31% NEW $93.37 +9.6%
77 LIN LINDE PLC Basic Materials 4,318.0 $2.1M 0.29% NEW $475.00 +6.9%
78 ETG EATON VANCE TX ADV GLBL DIV Financial Services 92,351.0 $2.0M 0.27% NEW $21.13 +6.4%
79 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 16,264.0 $1.8M 0.24% NEW $107.81 -14.5%
80 CMCSA COMCAST CORP NEW Communication Services 55,438.0 $1.7M 0.24% NEW $31.42 -21.1%
Page 4 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%