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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 8 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AVGO BROADCOM INC Technology 1,205.0 $398K 0.06% NEW $329.91 +27.5%
142 CEG CONSTELLATION ENERGY CORP Utilities 1,166.0 $384K 0.05% NEW $329.07 -20.4%
143 TRMB TRIMBLE INC Technology 4,577.0 $374K 0.05% NEW $81.65 -32.5%
144 SO SOUTHERN CO Utilities 3,929.0 $372K 0.05% NEW $94.76 -2.3%
145 TRV TRAVELERS COMPANIES INC Financial Services 1,286.0 $359K 0.05% NEW $279.22 +7.4%
146 VB VANGUARD INDEX FDS 1,389.0 $353K 0.05% NEW $254.28 +10.7%
147 DFGR DIMENSIONAL ETF TRUST 12,908.0 $353K 0.05% NEW $27.31 +4.5%
148 GLU GABELLI GLOBL UTIL & INCOME Financial Services 19,318.0 $350K 0.05% NEW $18.10 +6.7%
149 HII HUNTINGTON INGALLS INDS INC Industrials 1,213.0 $349K 0.05% NEW $287.91 +13.3%
150 ROK ROCKWELL AUTOMATION INC Industrials 999.0 $349K 0.05% NEW $349.53 +28.4%
151 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 63,152.0 $326K 0.04% NEW $5.16 +1.1%
152 BMEZ BLACKROCK HEALTH SCIENCES TE Financial Services 22,450.0 $324K 0.04% NEW $14.42 -4.5%
153 INTU INTUIT Technology 459.0 $313K 0.04% NEW $682.91 -42.5%
154 TGT TARGET CORP Consumer Defensive 3,492.0 $313K 0.04% NEW $89.70 +35.5%
155 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 16,179.0 $312K 0.04% NEW $19.29 +4.5%
156 WEC WEC ENERGY GROUP INC Utilities 2,692.0 $308K 0.04% NEW $114.59 -4.7%
157 CSX CSX CORP Industrials 8,470.0 $301K 0.04% NEW $35.51 +28.6%
158 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 12,075.0 $299K 0.04% NEW $24.80 +7.5%
159 NTR NUTRIEN LTD Basic Materials 5,100.0 $299K 0.04% NEW $58.71 +21.9%
160 EEM ISHARES TR 5,453.0 $291K 0.04% NEW $53.40 +21.7%
Page 8 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%