Live Oak Private Wealth LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Wilmington, NC
CIK
0001799877
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 169 532,102 BRK-B, MSFT, AAPL, SCHW 13F-HR 1/29/2024 000139834424001272
Q3 2023 160 469,770 BRK-B, MSFT, AAPL, GOOG 13F-HR 10/23/2023 000139834423019585
Q2 2023 166 502,408 BRK-B, AAPL, MSFT, BAC 13F-HR 8/7/2023 000139834423014167
Q1 2023 164 483,706 BRK-B, AAPL, MSFT, BAC 13F-HR 5/8/2023 000139834423009124
Q4 2022 170 483,427 BRK-B, SCHW, DLTR, BAC 13F-HR 2/10/2023 000139834423002630
Q3 2022 172 445,633 BRK-B, DLTR, SCHW, AAPL 13F-HR 10/25/2022 000139834422020664
Q2 2022 172 475,065 BRK-B, DLTR, AAPL, MSFT 13F-HR 7/27/2022 000139834422014189
Q1 2022 169 516,765 BRK-B, DLTR, SCHW, AAPL 13F-HR 4/21/2022 000139834422007590
Q4 2021 175 534,515 BRK-B, BAC, DLTR, SCHW 13F-HR 2/7/2022 000139834422002295
Q3 2021 173 492,540 BRK-B, BAC, SCHW, CVS 13F-HR 10/29/2021 000139834421020647
Q2 2021 162 453,016 BRK-B, BAC, SCHW, DIS 13F-HR 8/2/2021 000139834421015285
Q1 2021 155 407,464 BRK-B, BAC, DIS, SCHW 13F-HR 5/11/2021 000139834421010213
Q4 2020 145 356,754 BRK-B, DIS, BAC, AAPL 13F-HR 1/26/2021 000139834421001342
Q3 2020 133 290,945 BRK-B, AAPL, DIS, FDX 13F-HR 11/9/2020 000139834420021753
Q2 2020 133 275,482 BRK-B, MSFT, DIS, CVS 13F-HR 8/3/2020 000139834420014798
Q1 2020 75 97,511 BRK-B, MSFT, UNH, MA 13F-HR 5/11/2020 000139834420009780
Q4 2019 78 102,837 BRK-B, AAPL, MSFT, UNH 13F-HR 2/13/2020 000139834420003221