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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	$717,307,445

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Berkshire Hathaway Inc	BRK.A	65,386	$31,332,971	4.37%
2.	Schwab Charles Corp	SCHW	214,689	$20,176,450	2.81%
3.	Apple Inc.	AAPL	76,827	$19,497,858	2.72%
4.	Dimensional Etf Trust		402,305	$18,152,002	2.53%
5.	Bank Of America Corp	BAC	369,637	$18,019,805	2.51%