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Home > Institutional Investor > Live Oak Private Wealth Llc > Profile

Instuitional Investor - Live Oak Private Wealth Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Live Oak Private Wealth Llc
Portfolio Value	$718,185,351

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Berkshire Hathaway Inc	BRK.A	66,284	$33,323,618	4.64%
2.	Alphabet Inc.	GOOGL	92,746	$22,588,354	3.15%
3.	Microsoft Corp	MSFT	41,973	$21,740,150	3.03%
4.	Schwab Charles Corp	SCHW	218,711	$20,880,370	2.91%
5.	Apple Inc.	AAPL	78,318	$19,942,010	2.78%