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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 9 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CSX CSX CORP Industrials 8,470.0 $307K 0.04% $36.25 +26.0%
162 EEM ISHARES TR 5,453.0 $298K 0.04% $54.71 +18.8%
163 IAU ISHARES GOLD TR Financial Services 3,616.0 $294K 0.04% -157.0 -4.2% $81.17 +5.7%
164 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 12,075.0 $291K 0.04% $24.11 +10.6%
165 FINS ANGEL OAK FINL STRATEGIES IN Financial Services 21,670.0 $286K 0.04% $13.21 -4.5%
166 AXP AMERICAN EXPRESS CO Financial Services 769.0 $284K 0.04% $369.95 -15.6%
167 WEC WEC ENERGY GROUP INC Utilities 2,692.0 $284K 0.04% $105.46 +3.5%
168 CEG CONSTELLATION ENERGY CORP Utilities 801.0 $283K 0.04% -365.0 -31.3% $353.27 -25.8%
169 BTI BRITISH AMERN TOB PLC Consumer Defensive 4,969.0 $281K 0.04% $56.62 +17.2%
170 EME EMCOR GROUP INC Industrials 456.0 $279K 0.04% NEW $611.79 +49.3%
171 NOC NORTHROP GRUMMAN CORP Industrials 476.0 $271K 0.04% $570.21 -5.2%
172 IQDF FLEXSHARES TR 8,857.0 $269K 0.04% $30.40 +12.1%
173 GEV GE VERNOVA INC Utilities 403.0 $263K 0.04% $653.57 +60.5%
174 GM GENERAL MTRS CO Consumer Cyclical 3,220.0 $262K 0.04% NEW $81.32 -7.9%
175 IWN ISHARES TR 1,438.0 $261K 0.04% $181.21 +13.7%
176 PSX PHILLIPS 66 Energy 1,991.0 $257K 0.04% $129.04 +36.5%
177 TSLA TESLA INC Consumer Cyclical 564.0 $254K 0.04% $449.72 -6.1%
178 VIG VANGUARD SPECIALIZED FUNDS 1,140.0 $251K 0.03% -88.0 -7.2% $219.84 +4.8%
179 IGR CBRE GBL REAL ESTATE INC FD Financial Services 54,884.0 $240K 0.03% $4.38 +6.2%
180 CL COLGATE PALMOLIVE CO Consumer Defensive 3,037.0 $240K 0.03% $79.02 +13.8%
Page 9 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%