Live Oak Private Wealth LLC - Q12026 Holdings

Live Oak Private Wealth LLC holds 207 stocks with a total portfolio value of $ 717.31M as of Q12026. In Q12026, Live Oak Private Wealth LLC added 12 new positions, increased stakes in 62 stocks, reduced 62 holdings, and fully exited 3 positions. The largest holding is Berkshire Hathaway Inc Del (BRK-B), representing 4.37% of the total portfolio.