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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 8 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NKE NIKE INC Consumer Cyclical 6,421.0 $409K 0.06% +42.0 +0.7% $63.71 -33.2%
142 AVGO BROADCOM INC Technology 1,173.0 $406K 0.06% -32.0 -2.7% $346.10 +21.6%
143 UNP UNION PAC CORP Industrials 1,686.0 $390K 0.05% $231.32 +18.9%
144 ROK ROCKWELL AUTOMATION INC Industrials 981.0 $382K 0.05% -18.0 -1.8% $389.07 +12.2%
145 DFGR DIMENSIONAL ETF TRUST 14,282.0 $377K 0.05% +1K +10.6% $26.42 +8.1%
146 TRV TRAVELERS COMPANIES INC Financial Services 1,286.0 $373K 0.05% $290.06 +5.5%
147 GLU GABELLI GLOBL UTIL & INCOME Financial Services 19,318.0 $372K 0.05% $19.27 +0.1%
148 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 11,250.0 $371K 0.05% NEW $33.02 +4.5%
149 TRMB TRIMBLE INC Technology 4,577.0 $359K 0.05% $78.35 -29.8%
150 DXUV DIMENSIONAL ETF TRUST 5,985.0 $358K 0.05% +3K +74.6% $59.78 +7.9%
151 VB VANGUARD INDEX FDS 1,373.0 $354K 0.05% -16.0 -1.1% $257.95 +9.1%
152 SO SOUTHERN CO Utilities 3,929.0 $343K 0.05% $87.19 +7.5%
153 NTR NUTRIEN LTD Basic Materials 5,525.0 $341K 0.05% +425.0 +8.3% $61.72 +16.0%
154 BMEZ BLACKROCK HEALTH SCIENCES TE Financial Services 22,450.0 $338K 0.05% $15.05 -8.3%
155 MOO VANECK ETF TRUST 4,600.0 $335K 0.05% NEW $72.79 +12.0%
156 TGT TARGET CORP Consumer Defensive 3,400.0 $332K 0.04% -92.0 -2.6% $97.75 +26.2%
157 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 63,152.0 $326K 0.04% $5.16 +0.2%
158 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 16,179.0 $311K 0.04% $19.20 +3.9%
159 NUE NUCOR CORP Basic Materials 1,898.0 $310K 0.04% $163.11 +38.9%
160 INTU INTUIT Technology 466.0 $309K 0.04% +7.0 +1.5% $662.42 -39.1%
Page 8 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%