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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	$734,183,106

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Berkshire Hathaway Inc	BRK.A	65,477	$32,912,014	4.48%
2.	Alphabet Inc.	GOOGL	79,978	$25,098,655	3.42%
3.	Schwab Charles Corp	SCHW	216,132	$21,593,770	2.94%
4.	Apple Inc.	AAPL	76,712	$20,855,586	2.84%
5.	Alphabet Inc.	GOOGL	66,004	$20,659,202	2.81%