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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 $532,102,922
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 74,425 $26,544,421 4.98%
2.
Microsoft Corp
 MSFT 46,338 $17,424,848 3.27%
3.
Apple Inc.
 AAPL 81,663 $15,722,517 2.95%
4.
Schwab Charles Corp
 SCHW 206,246 $14,189,744 2.66%
5.
Dollar Tree Inc.
 DLTR 98,894 $14,047,893 2.64%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)