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Live Oak Investment Partners

Latest statistics and disclosures from Live Oak Investment Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are VNLA, VEA, PGX, SRLN, FTLS, and represent 29.43% of Live Oak Investment Partners's stock portfolio.
Added to shares of these 10 stocks: CVX, CI, AVGO, JPST, IUSV, SRLN, QAI, RIO, FTLS, VEA.
Started 2 new stock positions in CI, UNM.
Reduced shares in these 10 stocks: ETN, , VNLA, DLN, VHT, VGT, IJR, RSPH, RSPF, OGS.
Sold out of its positions in BBWI, GTLB, HRL, INTC, OGS, RMD, VWO, WM.
Live Oak Investment Partners was a net buyer of stock by $2.0M.
Live Oak Investment Partners has $129M in assets under management (AUM), dropping by 6.55%.
Central Index Key (CIK): 0001822262

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Portfolio Holdings for Live Oak Investment Partners

Live Oak Investment Partners holds 276 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Janus Short Duration (Principal) (VNLA)	8.4	$11M	-3%	220k	49.04	View chart
Vanguard Europe Pacific ETF (Principal) (VEA)	7.3	$9.3M		177k	52.81	View chart
Pgx etf (Principal) (PGX)	6.2	$8.0M		647k	12.35	View chart
Ssga Active Etf Tr blkstn gsosrln (Principal) (SRLN)	3.9	$5.0M	+5%	120k	41.77	View chart
First Tr Exch Traded Fund Ii lng/sht equity (Principal) (FTLS)	3.7	$4.7M	+3%	75k	63.47	View chart
Invesco Exchange Traded Fd T rusel mdcp eql (Principal) (XMHQ)	3.4	$4.3M	+3%	42k	102.58	View chart
IQ Hedge Multi-Strategy Tracker (Principal) (QAI)	3.0	$3.9M	+4%	120k	32.08	View chart
iShares S&P SmallCap 600 Index (Principal) (IJR)	2.8	$3.7M	-2%	31k	116.97	View chart
Vanguard Information Technology ETF (Principal) (VGT)	2.5	$3.2M	-3%	5.4k	586.52	View chart
Apple (Principal) (AAPL)	2.2	$2.9M		12k	233.00	View chart
Netflix (Principal) (NFLX)	1.8	$2.3M		3.3k	709.30	View chart
Facebook Inc cl a (Principal) (META)	1.8	$2.3M		4.0k	572.45	View chart
Chevron Corporation (Principal) (CVX)	1.8	$2.3M	+141%	16k	147.28	View chart
Amazon (Principal) (AMZN)	1.6	$2.1M	+6%	11k	186.33	View chart
Merck & Co (Principal) (MRK)	1.6	$2.1M	+5%	18k	113.57	View chart
FedEx Corporation (Principal) (FDX)	1.6	$2.0M		7.3k	273.67	View chart
AutoZone (Principal) (AZO)	1.5	$2.0M		631.00	3150.00	View chart
Ishares Inc msci emrg chn (Principal) (EMXC)	1.5	$2.0M	+3%	32k	61.11	View chart
AutoNation (Principal) (AN)	1.5	$1.9M	+3%	11k	178.90	View chart
Bank of New York Mellon Corporation (Principal) (BK)	1.3	$1.7M	+2%	24k	71.86	View chart
Allstate Corporation (Principal) (ALL)	1.3	$1.7M		8.8k	189.67	View chart
Navios Maritime Partners L P Com Unit Lpi (Principal) (NMM)	1.3	$1.7M	+4%	27k	62.63	View chart
UnitedHealth (Principal) (UNH)	1.3	$1.6M		2.8k	582.16	View chart
JPMorgan Chase & Co. (Principal) (JPM)	1.2	$1.6M		7.6k	210.94	View chart
Invesco Exchange Traded Fd T s&p500 eql fin (Principal) (RSPF)	1.2	$1.5M	-5%	22k	69.00	View chart
Visa (Principal) (V)	1.2	$1.5M	+5%	5.5k	274.95	View chart
Vanguard Health Care ETF (Principal) (VHT)	1.1	$1.4M	-13%	5.1k	282.22	View chart
Invesco Exchange Traded Fd T s&p500 eql ind (Principal) (RSPN)	1.1	$1.4M	-2%	27k	51.21	View chart
Microsoft Corporation (Principal) (MSFT)	1.1	$1.4M		3.2k	430.30	View chart
NVIDIA Corporation (Principal) (NVDA)	1.0	$1.3M	+12%	11k	121.40	View chart
Rio Tinto (Principal) (RIO)	1.0	$1.3M	+14%	18k	71.18	View chart
Comcast Corporation (Principal) (CMCSA)	0.9	$1.1M	+9%	26k	41.77	View chart
Southern Company (Principal) (SO)	0.8	$1.0M		12k	90.18	View chart
Walt Disney Company (Principal) (DIS)	0.8	$1.0M	+7%	11k	96.18	View chart
Caterpillar (Principal) (CAT)	0.8	$992k	-3%	2.5k	391.15	View chart
Reinsurance Group of America (Principal) (RGA)	0.8	$971k		4.5k	217.89	View chart
Fidelity cmn (Principal) (FCOM)	0.7	$949k		17k	55.08	View chart
Cisco Systems (Principal) (CSCO)	0.7	$879k		17k	53.23	View chart
Cigna Corp (Principal) (CI)	0.7	$839k	NEW	2.4k	346.40	View chart
Coca-Cola Company (Principal) (KO)	0.7	$837k		12k	71.86	View chart
J P Morgan Exchange Traded F ultra shrt (Principal) (JPST)	0.6	$830k	+398%	16k	50.74	View chart
Vanguard Mega Cap 300 Growth Index ETF (Principal) (MGK)	0.6	$817k		2.5k	321.95	View chart
Broadcom (Principal) (AVGO)	0.6	$815k	+944%	4.7k	172.50	View chart
McDonald's Corporation (Principal) (MCD)	0.6	$771k		2.5k	304.53	View chart
Ishares Tr etf msci usa (Principal) (ESGU)	0.6	$762k		6.0k	126.18	View chart
Packaging Corporation of America (Principal) (PKG)	0.6	$759k	-2%	3.5k	215.39	View chart
Halliburton Company (Principal) (HAL)	0.6	$753k	+9%	26k	29.05	View chart
Paychex (Principal) (PAYX)	0.5	$680k		5.1k	134.20	View chart
Industries N shs - a - (Principal) (LYB)	0.5	$653k	-2%	6.8k	95.90	View chart
Consolidated Edison (Principal) (ED)	0.5	$653k		6.3k	104.13	View chart
Euronet Worldwide (Principal) (EEFT)	0.5	$630k	+19%	6.4k	99.22	View chart
Energy Select Sector SPDR (Principal) (XLE)	0.5	$628k	+3%	7.2k	87.80	View chart
Invesco Etf s&p500 eql stp (Principal) (RSPS)	0.5	$614k		19k	32.38	View chart
Home Depot (Principal) (HD)	0.5	$596k	-8%	1.5k	405.14	View chart
WisdomTree LargeCap Dividend Fund (Principal) (DLN)	0.5	$591k	-35%	7.5k	78.56	View chart
Wal-Mart Stores (Principal) (WMT)	0.5	$588k	-4%	7.3k	80.78	View chart
AES Corporation (Principal) (AES)	0.5	$587k	+3%	29k	20.06	View chart
Marathon Petroleum Corp (Principal) (MPC)	0.5	$580k		3.6k	162.90	View chart
Motorola Solutions (Principal) (MSI)	0.4	$560k		1.2k	449.63	View chart
Public Storage (Principal) (PSA)	0.4	$552k		1.5k	363.85	View chart
U.S. Bancorp (Principal) (USB)	0.4	$513k		11k	45.74	View chart
Kraft Heinz (Principal) (KHC)	0.4	$499k		14k	35.11	View chart
Invesco Exchange Traded Fd T s&p500 eql tec (Principal) (RSPT)	0.4	$470k	-8%	13k	37.70	View chart
Union Pacific Corporation (Principal) (UNP)	0.3	$436k		1.8k	246.45	View chart
Dow (Principal) (DOW)	0.3	$365k	+13%	6.7k	54.63	View chart
Vanguard S&p 500 Etf idx (Principal) (VOO)	0.3	$361k		684.00	527.68	View chart
Schwab U S Broad Market ETF (Principal) (SCHB)	0.3	$351k		5.3k	66.52	View chart
Vaneck Vectors Etf Tr green bd etf (Principal) (GRNB)	0.3	$333k		14k	24.54	View chart
iShares Russell 3000 Value Index (Principal) (IUSV)	0.3	$330k	+616%	3.5k	95.49	View chart
Vanguard World (Principal) (VCEB)	0.3	$325k		5.0k	64.88	View chart
Air Products & Chemicals (Principal) (APD)	0.3	$323k	-3%	1.1k	297.75	View chart
Spdr S&p 500 Etf (Principal) (SPY)	0.2	$316k		551.00	573.67	View chart
Pimco Etf Tr enhancd short (Principal) (EMNT)	0.2	$305k		3.1k	98.97	View chart
Ishares High Dividend Equity F (Principal) (HDV)	0.2	$305k		2.6k	117.62	View chart
Invesco S&p 500 Equal Wt Hlth Care Etf exchange traded fund (Principal) (RSPH)	0.2	$283k	-25%	8.8k	32.24	View chart
Nextera Energy (Principal) (NEE)	0.2	$255k	+3%	3.0k	84.53	View chart
Amgen (Principal) (AMGN)	0.2	$247k	-14%	765.00	322.21	View chart
Flexshares Tr fund (Principal) (ESGG)	0.2	$238k		1.4k	172.52	View chart
Aim Etf Products (Principal) (JULW)	0.2	$227k		6.6k	34.54	View chart
Johnson & Johnson (Principal) (JNJ)	0.2	$222k		1.4k	160.44	View chart
Rydex S&p Cnsmr Discretionary s&p500 eql dis (Principal) (RSPD)	0.2	$203k	-6%	3.9k	52.11	View chart
Invesco Exchange Traded Fd T s&p500 eql enr (Principal) (RSPG)	0.2	$203k	-8%	2.6k	76.62	View chart
Chubb (Principal) (CB)	0.2	$203k	-7%	703.00	288.40	View chart
Schwab Strategic Tr us dividend eq (Principal) (SCHD)	0.1	$161k		1.9k	84.53	View chart
Lowe's Companies (Principal) (LOW)	0.1	$160k	-4%	592.00	270.85	View chart
Verizon Communications (Principal) (VZ)	0.1	$155k	+28%	3.5k	44.91	View chart
Exxon Mobil Corporation (Principal) (XOM)	0.1	$154k	+7%	1.3k	117.22	View chart
Aim Etf Products Trust (Principal) (SIXJ)	0.1	$154k		5.2k	29.40	View chart
Amplify Etf Tr (Principal) (ETHO)	0.1	$152k		2.5k	59.91	View chart
iShares Russell 3000 Growth Index (Principal) (IUSG)	0.1	$146k	-6%	1.1k	131.91	View chart
Invesco Water Resource Port (Principal) (PHO)	0.1	$145k	-10%	2.1k	70.54	View chart
Alphabet Inc Class C cs (Principal) (GOOG)	0.1	$135k	-20%	809.00	167.19	View chart
iShares S&P US Pref Stock Idx Fnd (Principal) (PFF)	0.1	$133k		4.1k	32.24	View chart
Powershares Global Etf invesco equal wgt. materials - etf (Principal) (RSPM)	0.1	$131k	-6%	3.5k	37.37	View chart
Medtronic (Principal) (MDT)	0.1	$129k	-14%	1.4k	90.04	View chart
Ishares Core Msci Eafe Etf core msci eafe (Principal) (IEFA)	0.1	$125k		1.6k	78.05	View chart
iShares S&P Moderate Allocation Fund ETF (Principal) (AOM)	0.1	$123k	-12%	2.7k	45.11	View chart
Bk Nova Cad (Principal) (BNS)	0.1	$122k	+6%	2.2k	54.49	View chart
L3harris Technologies (Principal) (LHX)	0.1	$122k	-8%	513.00	237.85	View chart
Consumer Discretionary SPDR (Principal) (XLY)	0.1	$122k	-5%	608.00	200.38	View chart
Qualcomm (Principal) (QCOM)	0.1	$111k		653.00	170.05	View chart
First Trust Health Care AlphaDEX (Principal) (FXH)	0.1	$110k		980.00	111.86	View chart
Cme (Principal) (CME)	0.1	$108k	-11%	488.00	220.65	View chart
Centene Corporation (Principal) (CNC)	0.1	$105k		1.4k	75.28	View chart
Saia (Principal) (SAIA)	0.1	$88k	-33%	201.00	437.26	View chart
MasterCard Incorporated (Principal) (MA)	0.1	$78k		158.00	493.80	View chart
iShares S&P MidCap 400 Index (Principal) (IJH)	0.1	$77k		1.2k	62.32	View chart
salesforce (Principal) (CRM)	0.1	$74k		270.00	273.70	View chart
First Trust Value Line Dividend Indx Fnd (Principal) (FVD)	0.1	$74k	-23%	1.6k	45.49	View chart
Fiat Chrysler Automobiles (Principal) (STLA)	0.1	$71k	-9%	5.0k	14.05	View chart
Trane Technologies (Principal) (TT)	0.1	$68k		176.00	388.73	View chart
Ishares Tr s^p aggr all (Principal) (AOA)	0.1	$67k	-5%	849.00	78.92	View chart
Ishares Tr cmn (Principal) (STIP)	0.1	$66k	+326%	649.00	101.33	View chart
Nushares Etf Tr a (Principal) (NULG)	0.0	$64k		776.00	82.63	View chart
International Business Machines (Principal) (IBM)	0.0	$63k	+12%	287.00	220.72	View chart
iShares Lehman Aggregate Bond (Principal) (AGG)	0.0	$62k		615.00	101.26	View chart
TJX Companies (Principal) (TJX)	0.0	$62k	-18%	525.00	117.34	View chart
Vanguard Value ETF (Principal) (VTV)	0.0	$58k		331.00	174.57	View chart
Arch Capital Group (Principal) (ACGL)	0.0	$58k		516.00	111.88	View chart
Unum (Principal) (UNM)	0.0	$58k	NEW	970.00	59.44	View chart
iShares Dow Jones US Technology (Principal) (IYW)	0.0	$58k	+161%	379.00	151.63	View chart
Fidelity Covington Trust (Principal) (FPFD)	0.0	$56k	+425%	2.5k	22.31	View chart
Alphabet Inc Class A cs (Principal) (GOOGL)	0.0	$55k	+3%	334.00	165.85	View chart
Applied Materials (Principal) (AMAT)	0.0	$54k		266.00	202.05	View chart
Vanguard Esg U.s. Stock Etf etf (Principal) (ESGV)	0.0	$53k		523.00	101.65	View chart
Lockheed Martin Corporation (Principal) (LMT)	0.0	$50k		85.00	584.56	View chart
Bank of America Corporation (Principal) (BAC)	0.0	$50k		1.2k	39.68	View chart
American Electric Power Company (Principal) (AEP)	0.0	$50k		482.00	102.60	View chart
Iqvia Holdings (Principal) (IQV)	0.0	$48k		202.00	236.96	View chart
First Trust Mid Cap Core Alpha Fnd (Principal) (FNX)	0.0	$46k	-19%	392.00	117.40	View chart
Ecolab (Principal) (ECL)	0.0	$46k		180.00	255.33	View chart
Analog Devices (Principal) (ADI)	0.0	$45k		195.00	230.17	View chart
Synchrony Financial (Principal) (SYF)	0.0	$43k		871.00	49.88	View chart
Owens Corning (Principal) (OC)	0.0	$42k		240.00	176.52	View chart
Thermo Fisher Scientific (Principal) (TMO)	0.0	$40k		65.00	618.57	View chart
Nxp Semiconductors N V (Principal) (NXPI)	0.0	$40k		167.00	240.00	View chart
McKesson Corporation (Principal) (MCK)	0.0	$40k		80.00	494.43	View chart
Brookfield Infrastructure (Principal) (BIPC)	0.0	$38k		879.00	43.43	View chart
Rush Enterprises (Principal) (RUSHA)	0.0	$38k		719.00	52.83	View chart
Global X Fds glb x lithium (Principal) (LIT)	0.0	$37k	-27%	845.00	43.59	View chart
General Dynamics Corporation (Principal) (GD)	0.0	$36k		120.00	302.20	View chart
Vanguard Growth ETF (Principal) (VUG)	0.0	$35k		92.00	383.93	View chart
Ishares Tr msci eafe esg (Principal) (ESGD)	0.0	$35k	+151%	418.00	84.17	View chart
iShares Russell 1000 Growth Index (Principal) (IWF)	0.0	$35k	-4%	93.00	375.50	View chart
Microchip Technology (Principal) (MCHP)	0.0	$34k		428.00	80.29	View chart
Intercontinental Exchange (Principal) (ICE)	0.0	$34k		212.00	160.64	View chart
Crowdstrike Hldgs Inc cl a (Principal) (CRWD)	0.0	$34k		120.00	280.47	View chart
United Rentals (Principal) (URI)	0.0	$32k		40.00	809.73	View chart
Canadian Pacific Kansas City (Principal) (CP)	0.0	$32k		378.00	85.54	View chart
Dominion Resources (Principal) (D)	0.0	$32k		557.00	57.79	View chart
ConocoPhillips (Principal) (COP)	0.0	$32k	+39%	302.00	105.28	View chart
iShares Dow Jones US Aerospace & Def.ETF (Principal) (ITA)	0.0	$31k		210.00	149.64	View chart
First Trust Financials AlphaDEX (Principal) (FXO)	0.0	$31k		612.00	51.13	View chart
Starbucks Corporation (Principal) (SBUX)	0.0	$31k		315.00	97.49	View chart
Group 1 Automotive (Principal) (GPI)	0.0	$29k		75.00	383.04	View chart
Oracle Corporation (Principal) (ORCL)	0.0	$29k	-16%	167.00	170.41	View chart
Valero Energy Corporation (Principal) (VLO)	0.0	$28k		206.00	135.02	View chart
Spdr Ser Tr spdr russel 2000 (Principal) (SPSM)	0.0	$28k		611.00	45.51	View chart
At&t (Principal) (T)	0.0	$28k	+36%	1.3k	22.00	View chart
Costco Wholesale Corporation (Principal) (COST)	0.0	$27k		30.00	886.53	View chart
iShares Lehman MBS Bond Fund (Principal) (MBB)	0.0	$26k	+345%	272.00	95.85	View chart
First Citizens BancShares (Principal) (FCNCA)	0.0	$26k		14.00	1840.93	View chart
Cavco Industries (Principal) (CVCO)	0.0	$25k		58.00	428.24	View chart
iShares Dow Jones US Healthcare (Principal) (IYH)	0.0	$25k	+140%	382.00	65.00	View chart
Navigator Holdings Ltd Com Stk (Principal) (NVGS)	0.0	$24k		1.5k	16.07	View chart
SPDR Gold Trust (Principal) (GLD)	0.0	$24k		98.00	243.06	View chart
iShares Russell 1000 Value Index (Principal) (IWD)	0.0	$24k		125.00	189.80	View chart
SPDR S&P Dividend (Principal) (SDY)	0.0	$23k		161.00	142.04	View chart
Griffon Corporation (Principal) (GFF)	0.0	$23k		325.00	70.00	View chart
Advanced Micro Devices (Principal) (AMD)	0.0	$22k		135.00	164.08	View chart
Ishares Inc core msci emkt (Principal) (IEMG)	0.0	$22k		384.00	57.41	View chart
Real Estate Select Sect Spdr (Principal) (XLRE)	0.0	$22k		484.00	44.75	View chart
CVS Caremark Corporation (Principal) (CVS)	0.0	$21k	+76%	331.00	62.87	View chart
Fidelity Wise Origin Bitcoin (Principal) (FBTC)	0.0	$21k		371.00	55.55	View chart
iShares Dow Jones US Financial (Principal) (IYF)	0.0	$21k	+126%	197.00	103.92	View chart
United Parcel Service (Principal) (UPS)	0.0	$21k		150.00	136.34	View chart
Dell Technologies (Principal) (DELL)	0.0	$20k		165.00	118.54	View chart
iShares Dow Jones US Industrial (Principal) (IYJ)	0.0	$19k	+164%	143.00	133.66	View chart
Stewart Information Services Corporation (Principal) (STC)	0.0	$19k		250.00	74.74	View chart
Raytheon Technologies Corp (Principal) (RTX)	0.0	$18k		150.00	121.16	View chart
Vaneck Vectors Etf Tr steel etf (Principal) (SLX)	0.0	$18k		250.00	70.42	View chart
Becton, Dickinson and (Principal) (BDX)	0.0	$17k		71.00	241.07	View chart
iShares Russell 2000 Index (Principal) (IWM)	0.0	$17k		76.00	220.83	View chart
Ishares Tr usa min vo (Principal) (USMV)	0.0	$17k		182.00	91.31	View chart
iShares Russell Midcap Index Fund (Principal) (IWR)	0.0	$16k	+71%	185.00	88.14	View chart
Suncor Energy (Principal) (SU)	0.0	$15k	+121%	415.00	36.92	View chart
Ishares Tr esg us agr bd (Principal) (EAGG)	0.0	$15k		311.00	48.59	View chart
Eaton (Principal) (ETN)	0.0	$15k	-99%	45.00	331.44	View chart
Fidelity sml mid factr (Principal) (FSMD)	0.0	$15k	+79%	358.00	41.40	View chart
Ishares Tr eafe min volat (Principal) (EFAV)	0.0	$15k		193.00	76.70	View chart
Bristol Myers Squibb (Principal) (BMY)	0.0	$15k		285.00	51.74	View chart
Marvell Technology (Principal) (MRVL)	0.0	$14k		200.00	72.12	View chart
Vanguard Scottsdale Fds cmn (Principal) (VONE)	0.0	$14k		55.00	260.07	View chart
Vanguard Scottsdale Fds vng rus2000idx (Principal) (VTWO)	0.0	$14k		157.00	89.36	View chart
Coinbase Global (Principal) (COIN)	0.0	$13k		74.00	178.12	View chart
Blackstone Group Inc Com Cl A (Principal) (BX)	0.0	$13k	+134%	82.00	153.13	View chart
D.R. Horton (Principal) (DHI)	0.0	$12k		65.00	190.77	View chart
Carnival Corporation (Principal) (CCL)	0.0	$12k	-23%	661.00	18.48	View chart
Carrier Global Corporation (Principal) (CARR)	0.0	$12k		150.00	80.49	View chart
Fidelity targeted emerg (Principal) (FDEM)	0.0	$12k	+146%	434.00	27.05	View chart
Fidelity qlty fctor etf (Principal) (FQAL)	0.0	$11k		174.00	64.90	View chart
Ishares Tr core msci intl (Principal) (IDEV)	0.0	$11k		156.00	70.83	View chart
iShares MSCI EAFE Index Fund (Principal) (EFA)	0.0	$11k		132.00	83.63	View chart
SPDR S&P MidCap 400 ETF (Principal) (MDY)	0.0	$11k		19.00	569.68	View chart
Invesco Qqq Trust Series 1 (Principal) (QQQ)	0.0	$11k		22.00	488.09	View chart
iShares Dow Jones US Energy Sector (Principal) (IYE)	0.0	$11k	+180%	227.00	46.33	View chart
Callaway Golf Company (Principal) (MODG)	0.0	$10k		950.00	10.98	View chart
Target Corporation (Principal) (TGT)	0.0	$10k		65.00	155.86	View chart
iShares Dow Jones US Consumer Goods (Principal) (IYK)	0.0	$9.9k	+141%	140.00	70.56	View chart
AFLAC Incorporated (Principal) (AFL)	0.0	$9.8k		88.00	111.80	View chart
Ulta Salon, Cosmetics & Fragrance (Principal) (ULTA)	0.0	$9.7k		25.00	389.12	View chart
Vale (Principal) (VALE)	0.0	$9.3k		800.00	11.68	View chart
Clorox Company (Principal) (CLX)	0.0	$9.2k		56.00	163.79	View chart
Taiwan Semiconductor Mfg (Principal) (TSM)	0.0	$9.0k		52.00	173.67	View chart
Shopify Inc cl a (Principal) (SHOP)	0.0	$8.0k		100.00	80.14	View chart
3M Company (Principal) (MMM)	0.0	$7.7k		56.00	136.75	View chart
Morgan Stanley (Principal) (MS)	0.0	$7.3k		70.00	104.24	View chart
Playa Hotels & Resorts Nv (Principal) (PLYA)	0.0	$6.8k		880.00	7.75	View chart
Maximus (Principal) (MMS)	0.0	$6.5k		70.00	93.16	View chart
Regions Financial Corporation (Principal) (RF)	0.0	$6.4k		275.00	23.33	View chart
Apollo Investment Corp. (Principal) (MFIC)	0.0	$6.4k		477.00	13.40	View chart
Fidelity ltd trm bd etf (Principal) (FLTB)	0.0	$6.3k		125.00	50.36	View chart
Fidelity core divid etf (Principal) (FDVV)	0.0	$6.3k		124.00	50.67	View chart
NCR Atleos Corp (Principal) (NATL)	0.0	$5.7k		200.00	28.53	View chart
Wells Fargo & Company (Principal) (WFC)	0.0	$5.6k		100.00	56.49	View chart
First Trust NASDAQ Clean Edge Green (Principal) (QCLN)	0.0	$5.6k		156.00	35.91	View chart
NCR Corporation (Principal) (VYX)	0.0	$5.4k		400.00	13.57	View chart
CF Industries Holdings (Principal) (CF)	0.0	$5.1k		59.00	85.80	View chart
Sony Corporation (Principal) (SONY)	0.0	$4.7k		49.00	96.57	View chart
Fidelity fund (Principal) (FIVA)	0.0	$4.7k		178.00	26.54	View chart
Pepsi (Principal) (PEP)	0.0	$4.4k		26.00	170.08	View chart
Vanguard REIT ETF (Principal) (VNQ)	0.0	$4.4k		45.00	97.40	View chart
Fidelity high yild etf (Principal) (FDHY)	0.0	$4.1k		83.00	49.31	View chart
EOG Resources (Principal) (EOG)	0.0	$3.7k		30.00	122.93	View chart
Pinnacle West Capital Corporation (Principal) (PNW)	0.0	$3.5k		40.00	88.60	View chart
GSK (Principal) (GSK)	0.0	$3.5k		86.00	40.88	View chart
iShares Russell 1000 Index (Principal) (IWB)	0.0	$3.5k		11.00	314.36	View chart
Kimberly-Clark Corporation (Principal) (KMB)	0.0	$3.4k		24.00	141.04	View chart
iShares Lehman 7-10 Yr Treas. Bond (Principal) (IEF)	0.0	$3.2k		33.00	98.12	View chart
Estee Lauder Companies (Principal) (EL)	0.0	$3.2k		32.00	99.70	View chart
Utilities SPDR (Principal) (XLU)	0.0	$3.1k		38.00	80.67	View chart
iShares MSCI Emerging Markets Indx (Principal) (EEM)	0.0	$2.9k		64.00	45.86	View chart
ISHARES TR MSCI Small Cap msci small cap (Principal) (SCZ)	0.0	$2.7k		40.00	67.70	View chart
Schwab Strategic Tr 0 (Principal) (SCHP)	0.0	$2.6k		49.00	53.60	View chart
Republic Services (Principal) (RSG)	0.0	$2.4k		12.00	200.83	View chart
Fidelity Inv Grade Bond Etf (Principal) (FIGB)	0.0	$2.0k		45.00	44.07	View chart
Ishares Us Etf Tr discretionary (Principal) (IEDI)	0.0	$2.0k		38.00	52.00	View chart
Liberty Broadband Corporation (Principal) (LBRDA)	0.0	$1.9k		25.00	76.84	View chart
Brown & Brown (Principal) (BRO)	0.0	$1.9k		18.00	103.61	View chart
Fidelity Bond Etf (Principal) (FBND)	0.0	$1.7k		37.00	46.75	View chart
Lumen Technologies (Principal) (LUMN)	0.0	$1.6k		231.00	7.11	View chart
Vaneck Vectors Etf Tr fallen angel hg (Principal) (ANGL)	0.0	$1.6k		54.00	29.41	View chart
Fidelity msci rl est etf (Principal) (FREL)	0.0	$1.6k		53.00	29.45	View chart
General Electric (Principal) (GE)	0.0	$1.5k	-33%	8.00	186.75	View chart
Warner Bros. Discovery (Principal) (WBD)	0.0	$1.3k		163.00	8.25	View chart
iShares FTSE/Xinhua China 25 Index (Principal) (FXI)	0.0	$1.3k	-33%	40.00	32.40	View chart
Fidelity low durtin etf (Principal) (FLDR)	0.0	$1.3k		25.00	50.20	View chart
iShares Barclays TIPS Bond Fund (Principal) (TIP)	0.0	$1.2k		11.00	110.45	View chart
Viatris (Principal) (VTRS)	0.0	$1.1k		94.00	12.00	View chart
Solventum Corp (Principal) (SOLV)	0.0	$837.600000	-7%	12.00	69.80	View chart
Ford Motor Company (Principal) (F)	0.0	$707.439600	-33%	67.00	10.56	View chart
Viacomcbs (Principal) (PARA)	0.0	$604.998000		57.00	10.61	View chart
iShares MSCI Mexico Inv. Mt. Idx. (Principal) (EWW)	0.0	$537.000000		10.00	53.70	View chart
Ge Vernova (Principal) (GEV)	0.0	$510.000000	-33%	2.00	255.00	View chart
Schlumberger (Principal) (SLB)	0.0	$461.000100		11.00	41.91	View chart
iShares Dow Jones US Basic Mater. (Principal) (IYM)	0.0	$450.000000		3.00	150.00	View chart
Ishares Tr int dev mom fc (Principal) (IMTM)	0.0	$404.000000	-69%	10.00	40.40	View chart
iShares Morningstar Mid Core Index (Principal) (IMCB)	0.0	$304.000000	-71%	4.00	76.00	View chart
Ge Healthcare Technologies I (Principal) (GEHC)	0.0	$256.000000	-50%	2.00	128.00	View chart
Service Pptys Tr (Principal) (SVC)	0.0	$230.520000	-32%	51.00	4.52	View chart
Ishares Tr rusel 2500 etf (Principal) (SMMD)	0.0	$203.000100	-75%	3.00	67.67	View chart
Asure Software (Principal) (ASUR)	0.0	$181.000000		20.00	9.05	View chart
Peregrine Pharmaceuticals (Principal) (CDMO)	0.0	$171.000000		15.00	11.40	View chart
Embecta Corporation (Principal) (EMBC)	0.0	$98.000000		7.00	14.00	View chart
Lumos Pharma (Principal) (LUMO)	0.0	$43.000100		11.00	3.91	View chart
Rmr Group Inc cl a (Principal) (RMR)	0.0	$25.000000		1.00	25.00	View chart

Past Filings by Live Oak Investment Partners

SEC 13F filings are viewable for Live Oak Investment Partners going back to 2022

Live Oak Investment Partners 2024 Q3 filed Nov. 5, 2024
Live Oak Investment Partners 2024 Q2 filed July 16, 2024
Live Oak Investment Partners 2023 Q4 filed Feb. 14, 2024
Live Oak Investment Partners 2023 Q3 filed Oct. 31, 2023
Live Oak Investment Partners 2023 Q2 filed July 13, 2023
Live Oak Investment Partners 2023 Q1 filed May 3, 2023
Live Oak Investment Partners 2022 Q4 filed Feb. 16, 2023

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