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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 7 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EMR EMERSON ELEC CO Industrials 4,407.0 $585K 0.08% $132.73 +0.2%
122 NTRS NORTHERN TR CORP Financial Services 4,256.0 $581K 0.08% $136.59 +20.0%
123 GGT GABELLI MULTIMEDIA TR INC Financial Services 134,937.0 $567K 0.08% $4.20 -0.7%
124 SCHO SCHWAB STRATEGIC TR 22,930.0 $559K 0.08% +494.0 +2.2% $24.37 -0.9%
125 HPS HANCOCK JOHN PFD INCOME FD I Financial Services 38,630.0 $557K 0.08% $14.41 -0.4%
126 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 65,572.0 $532K 0.07% $8.11 -5.2%
127 VO VANGUARD INDEX FDS 1,804.0 $524K 0.07% $290.22 -73.6%
128 IEMG ISHARES INC 7,730.0 $520K 0.07% -81.0 -1.0% $67.22 +18.1%
129 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 10,675.0 $519K 0.07% NEW $48.58 +75.2%
130 FNB F N B CORP Financial Services 30,048.0 $514K 0.07% $17.10 -0.2%
131 SHY ISHARES TR 6,184.0 $512K 0.07% +44.0 +0.7% $82.82 -0.9%
132 CMI CUMMINS INC Industrials 963.0 $492K 0.07% $510.45 +32.8%
133 IJH ISHARES TR 7,360.0 $486K 0.07% $66.00 +9.3%
134 KO COCA COLA CO Consumer Defensive 6,602.0 $462K 0.06% -1K -15.1% $69.91 +15.6%
135 QDF FLEXSHARES TR 5,582.0 $451K 0.06% $80.81 +8.6%
136 PFE PFIZER INC Healthcare 17,751.0 $442K 0.06% +124.0 +0.7% $24.90 +1.7%
137 ITOT ISHARES TR 2,949.0 $438K 0.06% $148.69 +8.2%
138 DFUV DIMENSIONAL ETF TRUST 8,962.0 $418K 0.06% $46.59 +12.3%
139 HII HUNTINGTON INGALLS INDS INC Industrials 1,213.0 $413K 0.06% $340.07 -4.1%
140 VMO INVESCO MUN OPPORTUNITY TR Financial Services 43,000.0 $412K 0.06% $9.57 -1.1%
Page 7 of 10  ·  198 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%