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

Instuitional Investor - Live Oak Private Wealth Llc

Fund Profile
Filing Period:
Fund Name: Live Oak Private Wealth Llc
Portfolio Value $670,437,194
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 66,230 $32,172,547 4.8%
2.
Microsoft Corp
 MSFT 42,086 $20,933,758 3.12%
3.
Schwab Charles Corp
 SCHW 219,898 $20,063,457 2.99%
4.
Bank Of America Corp
 BAC 377,184 $17,848,330 2.66%
5.
Dollar Tree Inc.
 DLTR 167,239 $16,563,351 2.47%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)