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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 30.79% of Live Oak Investment Partners's stock portfolio.
Added to shares of these 10 stocks: VNLA (+$7.1M), XMHQ, PGX, MO, HAL, CCI, RSPN, FCOM, XLE, PSA.
Started 10 new stock positions in XMHQ, MO, QQQ, NATL, BIPC, PPT, MET, FLDR, EWW, CCI.
Reduced shares in these 10 stocks: SCHP (-$10M), FBND (-$7.5M), ANGL (-$6.6M), REGL, RSPF, VZ, GNRC, KRNT, RSPS, MMM.
Sold out of its positions in ETSY, GNRC, AOK, FALN, REGL, Veritiv Corp - When Issued, VMware, KRNT, Eneti.
Live Oak Investment Partners was a net seller of stock by $-15M.
Live Oak Investment Partners has $110M in assets under management (AUM), dropping by -5.66%.
Central Index Key (CIK): 0001822262

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Portfolio Holdings for Live Oak Investment Partners

Live Oak Investment Partners holds 289 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Janus Short Duration (Principal) (VNLA)	9.7	$11M	+204%	220k	48.32	View chart
Vanguard Europe Pacific ETF (Principal) (VEA)	7.0	$7.7M		161k	47.90	View chart
Pgx etf (Principal) (PGX)	6.5	$7.1M	+94%	617k	11.47	View chart
Ssga Active Etf Tr blkstn gsosrln (Principal) (SRLN)	4.1	$4.5M	-6%	107k	41.93	View chart
First Tr Exch Traded Fund Ii lng/sht equity (Principal) (FTLS)	3.5	$3.8M		68k	56.27	View chart
Invesco Exchange Traded Fd T rusel mdcp eql (Principal) (XMHQ)	3.2	$3.5M	NEW	39k	88.71	View chart
iShares S&P SmallCap 600 Index (Principal) (IJR)	3.0	$3.2M		30k	108.26	View chart
IQ Hedge Multi-Strategy Tracker (Principal) (QAI)	2.9	$3.1M		104k	30.12	View chart
Vanguard Information Technology ETF (Principal) (VGT)	2.3	$2.5M	-4%	5.1k	484.00	View chart
Apple (Principal) (AAPL)	2.1	$2.3M	-3%	12k	192.52	View chart
Merck & Co (Principal) (MRK)	1.7	$1.8M	-2%	17k	109.00	View chart
Vanguard Health Care ETF (Principal) (VHT)	1.5	$1.6M	+22%	6.5k	250.75	View chart
Netflix (Principal) (NFLX)	1.4	$1.6M	-5%	3.3k	486.88	View chart
AutoZone (Principal) (AZO)	1.4	$1.6M	-7%	604.00	2585.50	View chart
Ishares Inc msci emrg chn (Principal) (EMXC)	1.4	$1.5M	+4%	27k	55.40	View chart
AutoNation (Principal) (AN)	1.4	$1.5M	-5%	10k	150.18	View chart
Invesco Exchange Traded Fd T s&p500 eql ind (Principal) (RSPN)	1.4	$1.5M	+43%	35k	43.10	View chart
Eaton (Principal) (ETN)	1.4	$1.5M		6.2k	240.83	View chart
UnitedHealth (Principal) (UNH)	1.3	$1.4M	-3%	2.7k	526.48	View chart
Facebook Inc cl a (Principal) (META)	1.3	$1.4M	-2%	3.9k	354.00	View chart
Visa (Principal) (V)	1.2	$1.3M	-3%	4.8k	260.33	View chart
Fidelity cmn (Principal) (FCOM)	1.1	$1.2M	+48%	28k	44.50	View chart
Microsoft Corporation (Principal) (MSFT)	1.1	$1.2M		3.2k	376.04	View chart
Rio Tinto (Principal) (RIO)	1.1	$1.2M		16k	74.46	View chart
Allstate Corporation (Principal) (ALL)	1.1	$1.2M	-2%	8.3k	139.98	View chart
FedEx Corporation (Principal) (FDX)	1.1	$1.2M	-3%	4.6k	252.97	View chart
Bank of New York Mellon Corporation (Principal) (BK)	1.0	$1.1M	-2%	22k	52.05	View chart
Intel Corporation (Principal) (INTC)	1.0	$1.1M		22k	50.25	View chart
Newmont Mining Corporation (Principal) (NEM)	1.0	$1.0M	-3%	25k	41.39	View chart
Consumer Discretionary SPDR (Principal) (XLY)	0.9	$1.0M	+4%	5.8k	178.82	View chart
Starbucks Corporation (Principal) (SBUX)	0.9	$955k	-2%	9.9k	96.02	View chart
WisdomTree LargeCap Dividend Fund (Principal) (DLN)	0.8	$890k		13k	66.38	View chart
Blackstone Group Inc Com Cl A (Principal) (BX)	0.8	$836k		6.4k	130.91	View chart
Altria (Principal) (MO)	0.7	$807k	NEW	20k	40.34	View chart
Caterpillar (Principal) (CAT)	0.7	$792k	-2%	2.7k	295.67	View chart
Amazon (Principal) (AMZN)	0.7	$790k		5.2k	151.94	View chart
Southern Company (Principal) (SO)	0.7	$779k		11k	70.12	View chart
Energy Select Sector SPDR (Principal) (XLE)	0.7	$776k	+107%	9.3k	83.75	View chart
Cisco Systems (Principal) (CSCO)	0.7	$776k		15k	50.52	View chart
Walt Disney Company (Principal) (DIS)	0.7	$764k		8.5k	90.29	View chart
Waste Management (Principal) (WM)	0.7	$755k		4.2k	179.11	View chart
Broadcom (Principal) (AVGO)	0.7	$735k		658.00	1116.25	View chart
Halliburton Company (Principal) (HAL)	0.7	$724k	+1753%	20k	36.14	View chart
McDonald's Corporation (Principal) (MCD)	0.6	$684k		2.3k	296.50	View chart
Prudential Financial (Principal) (PRU)	0.6	$673k		6.5k	103.71	View chart
Vanguard Mega Cap 300 Growth Index ETF (Principal) (MGK)	0.6	$658k		2.5k	259.51	View chart
Coca-Cola Company (Principal) (KO)	0.6	$642k		11k	58.93	View chart
Ishares Tr etf msci usa (Principal) (ESGU)	0.6	$642k		6.1k	104.92	View chart
Industries N shs - a - (Principal) (LYB)	0.6	$639k		6.7k	95.09	View chart
Crown Castle Intl (Principal) (CCI)	0.5	$569k	NEW	4.9k	115.18	View chart
Paychex (Principal) (PAYX)	0.5	$568k		4.8k	119.12	View chart
Hormel Foods Corporation (Principal) (HRL)	0.5	$563k		18k	32.11	View chart
JPMorgan Chase & Co. (Principal) (JPM)	0.5	$560k		3.3k	170.10	View chart
United Parcel Service (Principal) (UPS)	0.5	$557k		3.5k	157.23	View chart
Packaging Corporation of America (Principal) (PKG)	0.5	$551k	-2%	3.4k	162.91	View chart
Home Depot (Principal) (HD)	0.5	$549k		1.6k	346.55	View chart
Marathon Petroleum Corp (Principal) (MPC)	0.5	$528k		3.6k	148.36	View chart
Invesco Exchange Traded Fd T s&p500 eql tec (Principal) (RSPT)	0.5	$526k		16k	32.64	View chart
Consolidated Edison (Principal) (ED)	0.5	$506k		5.6k	90.97	View chart
Alliant Energy Corporation (Principal) (LNT)	0.4	$451k		8.8k	51.30	View chart
Invesco Exchange Traded Fd T s&p500 eql fin (Principal) (RSPF)	0.4	$437k	-71%	7.5k	58.61	View chart
Union Pacific Corporation (Principal) (UNP)	0.4	$429k		1.7k	245.62	View chart
Public Storage (Principal) (PSA)	0.4	$426k	+1054%	1.4k	305.00	View chart
Invesco S&p 500 Equal Wt Hlth Care Etf exchange traded fund (Principal) (RSPH)	0.4	$399k		13k	29.78	View chart
U.S. Bancorp (Principal) (USB)	0.3	$383k	-2%	8.8k	43.28	View chart
Motorola Solutions (Principal) (MSI)	0.3	$381k	-4%	1.2k	313.09	View chart
Wal-Mart Stores (Principal) (WMT)	0.3	$378k		2.4k	157.65	View chart
Pfizer (Principal) (PFE)	0.3	$370k	-4%	13k	28.79	View chart
Pimco Etf Tr enhancd short (Principal) (EMNT)	0.3	$363k		3.7k	97.93	View chart
Vaneck Vectors Etf Tr green bd etf (Principal) (GRNB)	0.3	$359k	-2%	15k	23.83	View chart
Powershares Global Etf invesco equal wgt. materials - etf (Principal) (RSPM)	0.3	$341k		10k	33.60	View chart
Air Products & Chemicals (Principal) (APD)	0.3	$323k		1.2k	273.80	View chart
Vanguard World (Principal) (VCEB)	0.3	$318k	-49%	5.0k	63.38	View chart
Chubb (Principal) (CB)	0.3	$308k		1.4k	226.00	View chart
Vanguard S&p 500 Etf idx (Principal) (VOO)	0.3	$301k		688.00	436.80	View chart
Ishares High Dividend Equity F (Principal) (HDV)	0.3	$297k		2.9k	101.99	View chart
Schwab U S Broad Market ETF (Principal) (SCHB)	0.3	$294k		5.3k	55.67	View chart
Amgen (Principal) (AMGN)	0.3	$279k		968.00	288.02	View chart
Spdr S&p 500 Etf (Principal) (SPY)	0.2	$267k		561.00	475.32	View chart
Invesco Exchange Traded Fd T s&p500 eql enr (Principal) (RSPG)	0.2	$251k	-5%	3.4k	73.71	View chart
Chevron Corporation (Principal) (CVX)	0.2	$250k		1.7k	149.15	View chart
Verizon Communications (Principal) (VZ)	0.2	$231k	-73%	8.0k	29.00	View chart
Rydex S&p Cnsmr Discretionary s&p500 eql dis (Principal) (RSPD)	0.2	$227k		4.8k	47.54	View chart
Flexshares Tr fund (Principal) (ESGG)	0.2	$206k		1.4k	149.53	View chart
Aim Etf Products (Principal) (JULW)	0.2	$205k		6.6k	31.20	View chart
Schwab Strategic Tr us dividend eq (Principal) (SCHD)	0.2	$198k		2.6k	76.13	View chart
L3harris Technologies (Principal) (LHX)	0.2	$194k		921.00	210.62	View chart
Lowe's Companies (Principal) (LOW)	0.2	$176k		790.00	222.55	View chart
J P Morgan Exchange Traded F ultra shrt (Principal) (JPST)	0.2	$165k	-19%	3.3k	50.23	View chart
iShares S&P US Pref Stock Idx Fnd (Principal) (PFF)	0.1	$158k		5.1k	31.20	View chart
Alphabet Inc Class C cs (Principal) (GOOG)	0.1	$144k		1.0k	140.93	View chart
Etf Managers Tr etho climate l (Principal)	0.1	$141k		2.5k	55.60	View chart
Invesco Water Resource Port (Principal) (PHO)	0.1	$139k		2.3k	60.86	View chart
Aim Etf Products Trust (Principal) (SIXJ)	0.1	$139k		5.2k	26.54	View chart
Nextera Energy (Principal) (NEE)	0.1	$139k		2.3k	60.74	View chart
Saia (Principal) (SAIA)	0.1	$132k		300.00	438.22	View chart
iShares S&P Moderate Allocation Fund ETF (Principal) (AOM)	0.1	$128k		3.1k	41.51	View chart
iShares Lehman Aggregate Bond (Principal) (AGG)	0.1	$128k	-2%	1.3k	99.26	View chart
Ishares Core Msci Eafe Etf core msci eafe (Principal) (IEFA)	0.1	$127k	-2%	1.8k	70.35	View chart
Medtronic (Principal) (MDT)	0.1	$118k		1.4k	82.37	View chart
Johnson & Johnson (Principal) (JNJ)	0.1	$114k		727.00	156.74	View chart
iShares Russell 3000 Growth Index (Principal) (IUSG)	0.1	$110k		1.1k	104.10	View chart
Comcast Corporation (Principal) (CMCSA)	0.1	$104k		2.4k	43.85	View chart
Centene Corporation (Principal) (CNC)	0.1	$104k		1.4k	74.21	View chart
First Trust Health Care AlphaDEX (Principal) (FXH)	0.1	$102k		980.00	103.55	View chart
Invesco Etf s&p500 eql stp (Principal) (RSPS)	0.1	$101k	-81%	3.2k	31.40	View chart
Cme (Principal) (CME)	0.1	$101k		478.00	210.58	View chart
Qualcomm (Principal) (QCOM)	0.1	$94k		653.00	144.63	View chart
First Trust Value Line Dividend Indx Fnd (Principal) (FVD)	0.1	$86k		2.1k	40.56	View chart
iShares S&P MidCap 400 Index (Principal) (IJH)	0.1	$78k	-6%	283.00	277.15	View chart
Global X Fds glb x lithium (Principal) (LIT)	0.1	$78k		1.5k	50.94	View chart
salesforce (Principal) (CRM)	0.1	$71k	-18%	270.00	263.13	View chart
First Trust Mid Cap Core Alpha Fnd (Principal) (FNX)	0.1	$64k		615.00	104.45	View chart
TJX Companies (Principal) (TJX)	0.1	$59k		630.00	93.82	View chart
Pioneer Natural Resources (Principal) (PXD)	0.1	$59k		260.00	224.90	View chart
Ishares Tr s^p aggr all (Principal) (AOA)	0.0	$55k		792.00	69.08	View chart
NVIDIA Corporation (Principal) (NVDA)	0.0	$55k		110.00	495.22	View chart
Nushares Etf Tr a (Principal) (NULG)	0.0	$54k		776.00	69.47	View chart
Analog Devices (Principal) (ADI)	0.0	$50k		250.00	198.56	View chart
Ishares Tr usa min vo (Principal) (USMV)	0.0	$47k		605.00	78.03	View chart
Iqvia Holdings (Principal) (IQV)	0.0	$47k		202.00	231.37	View chart
Vanguard Esg U.s. Stock Etf etf (Principal) (ESGV)	0.0	$45k		523.00	85.06	View chart
Trane Technologies (Principal) (TT)	0.0	$43k		176.00	243.90	View chart
Alphabet Inc Class A cs (Principal) (GOOGL)	0.0	$42k		300.00	139.68	View chart
Bank of America Corporation (Principal) (BAC)	0.0	$41k		1.2k	33.68	View chart
Microchip Technology (Principal) (MCHP)	0.0	$39k		428.00	90.18	View chart
Lockheed Martin Corporation (Principal) (LMT)	0.0	$39k		85.00	453.24	View chart
Nxp Semiconductors N V (Principal) (NXPI)	0.0	$38k		167.00	229.67	View chart
Arch Capital Group (Principal) (ACGL)	0.0	$38k		516.00	74.27	View chart
United Rentals (Principal) (URI)	0.0	$37k		65.00	573.42	View chart
American Electric Power Company (Principal) (AEP)	0.0	$37k		457.00	81.22	View chart
McKesson Corporation (Principal) (MCK)	0.0	$37k		80.00	462.98	View chart
International Business Machines (Principal) (IBM)	0.0	$37k		225.00	163.28	View chart
iShares Dow Jones EPAC Sel Div Ind (Principal) (IDV)	0.0	$37k		1.3k	27.99	View chart
ResMed (Principal) (RMD)	0.0	$37k		212.00	172.02	View chart
Ecolab (Principal) (ECL)	0.0	$36k		180.00	198.37	View chart
Owens Corning (Principal) (OC)	0.0	$36k		240.00	148.23	View chart
Thermo Fisher Scientific (Principal) (TMO)	0.0	$35k		65.00	530.78	View chart
Synchrony Financial (Principal) (SYF)	0.0	$32k		826.00	38.19	View chart
General Dynamics Corporation (Principal) (GD)	0.0	$31k		120.00	259.67	View chart
Brookfield Infrastructure (Principal) (BIPC)	0.0	$31k	NEW	879.00	35.28	View chart
Crowdstrike Hldgs Inc cl a (Principal) (CRWD)	0.0	$31k		120.00	255.32	View chart
iShares Russell 1000 Growth Index (Principal) (IWF)	0.0	$30k		100.00	303.22	View chart
Canadian Pacific Kansas City (Principal) (CP)	0.0	$30k		378.00	79.06	View chart
Ishares Inc core msci emkt (Principal) (IEMG)	0.0	$30k		585.00	50.58	View chart
Intercontinental Exchange (Principal) (ICE)	0.0	$27k		212.00	128.43	View chart
Valero Energy Corporation (Principal) (VLO)	0.0	$27k		205.00	130.71	View chart
iShares Dow Jones US Aerospace & Def.ETF (Principal) (ITA)	0.0	$27k		210.00	126.60	View chart
Equinix (Principal) (EQIX)	0.0	$27k		33.00	805.43	View chart
First Trust Financials AlphaDEX (Principal) (FXO)	0.0	$27k		612.00	43.29	View chart
Dominion Resources (Principal) (D)	0.0	$26k		557.00	47.00	View chart
SPDR S&P Dividend (Principal) (SDY)	0.0	$26k	-24%	208.00	124.97	View chart
Spdr Ser Tr spdr russel 2000 (Principal) (SPSM)	0.0	$26k		611.00	42.18	View chart
SPDR Barclays Capital Convertible SecETF (Principal) (CWB)	0.0	$25k		348.00	72.15	View chart
Rush Enterprises (Principal) (RUSHA)	0.0	$25k		487.00	50.30	View chart
Group 1 Automotive (Principal) (GPI)	0.0	$23k		75.00	304.75	View chart
Navigator Holdings Ltd Com Stk (Principal) (NVGS)	0.0	$22k		1.5k	14.55	View chart
ConocoPhillips (Principal) (COP)	0.0	$21k		183.00	116.07	View chart
Oracle Corporation (Principal) (ORCL)	0.0	$21k		200.00	105.43	View chart
iShares Russell 1000 Value Index (Principal) (IWD)	0.0	$21k		125.00	165.25	View chart
Carnival Corporation (Principal) (CCL)	0.0	$20k	-3%	1.1k	18.55	View chart
Cavco Industries (Principal) (CVCO)	0.0	$20k		58.00	346.62	View chart
Real Estate Select Sect Spdr (Principal) (XLRE)	0.0	$20k	-77%	499.00	40.06	View chart
Advanced Micro Devices (Principal) (AMD)	0.0	$20k		135.00	147.41	View chart
First Citizens BancShares (Principal) (FCNCA)	0.0	$20k		14.00	1419.00	View chart
Costco Wholesale Corporation (Principal) (COST)	0.0	$20k		30.00	660.07	View chart
SPDR Gold Trust (Principal) (GLD)	0.0	$19k		98.00	191.18	View chart
Vaneck Vectors Etf Tr steel etf (Principal) (SLX)	0.0	$18k		250.00	73.76	View chart
Becton, Dickinson and (Principal) (BDX)	0.0	$18k		75.00	243.75	View chart
CVS Caremark Corporation (Principal) (CVS)	0.0	$18k		223.00	78.97	View chart
Stewart Information Services Corporation (Principal) (STC)	0.0	$16k		269.00	58.75	View chart
iShares Russell 2000 Index (Principal) (IWM)	0.0	$15k		76.00	200.72	View chart
Ishares Tr esg us agr bd (Principal) (EAGG)	0.0	$15k		311.00	47.74	View chart
Bristol Myers Squibb (Principal) (BMY)	0.0	$15k		285.00	51.31	View chart
Exxon Mobil Corporation (Principal) (XOM)	0.0	$14k	+40%	140.00	99.98	View chart
Callaway Golf Company (Principal) (MODG)	0.0	$14k		950.00	14.34	View chart
Mid Penn Ban (Principal) (MPB)	0.0	$13k		550.00	24.28	View chart
Coinbase Global (Principal) (COIN)	0.0	$13k		74.00	173.88	View chart
Vale (Principal) (VALE)	0.0	$13k		800.00	15.86	View chart
Raytheon Technologies Corp (Principal) (RTX)	0.0	$13k		150.00	84.14	View chart
Ulta Salon, Cosmetics & Fragrance (Principal) (ULTA)	0.0	$12k		25.00	490.00	View chart
Ishares Tr core strm usbd (Principal) (ISTB)	0.0	$12k	-11%	257.00	47.56	View chart
iShares Dow Jones US Technology (Principal) (IYW)	0.0	$12k		99.00	122.75	View chart
Marvell Technology (Principal) (MRVL)	0.0	$12k		200.00	60.31	View chart
Vanguard Scottsdale Fds cmn (Principal) (VONE)	0.0	$12k		55.00	216.95	View chart
Nvent Electric Plc Voting equities (Principal) (NVT)	0.0	$12k		200.00	59.09	View chart
At&t (Principal) (T)	0.0	$11k	+2%	676.00	16.78	View chart
MasterCard Incorporated (Principal) (MA)	0.0	$11k		26.00	426.50	View chart
iShares MSCI EAFE Index Fund (Principal) (EFA)	0.0	$9.9k		132.00	75.35	View chart
Estee Lauder Companies (Principal) (EL)	0.0	$9.9k		68.00	146.25	View chart
Ishares Tr core msci intl (Principal) (IDEV)	0.0	$9.9k		156.00	63.66	View chart
D.R. Horton (Principal) (DHI)	0.0	$9.9k		65.00	151.98	View chart
Ishares Tr cmn (Principal) (STIP)	0.0	$9.9k	+2%	100.00	98.60	View chart
Ishares Tr msci eafe esg (Principal) (ESGD)	0.0	$9.8k	+3%	130.00	75.54	View chart
SPDR S&P MidCap 400 ETF (Principal) (MDY)	0.0	$9.6k		19.00	507.37	View chart
Fidelity qlty fctor etf (Principal) (FQAL)	0.0	$9.5k		174.00	54.35	View chart
Target Corporation (Principal) (TGT)	0.0	$9.3k		65.00	142.42	View chart
Invesco Qqq Trust Series 1 (Principal) (QQQ)	0.0	$9.0k	NEW	22.00	409.50	View chart
Southwest Airlines (Principal) (LUV)	0.0	$8.7k		300.00	28.88	View chart
Bath &#38 Body Works In (Principal) (BBWI)	0.0	$8.6k		200.00	43.16	View chart
Carrier Global Corporation (Principal) (CARR)	0.0	$8.6k		150.00	57.45	View chart
Putnam Premier Income Trust (Principal) (PPT)	0.0	$8.3k	NEW	2.3k	3.57	View chart
Clorox Company (Principal) (CLX)	0.0	$7.8k		55.00	142.53	View chart
Shopify Inc cl a (Principal) (SHOP)	0.0	$7.8k		100.00	77.90	View chart
iShares Russell Midcap Index Fund (Principal) (IWR)	0.0	$7.6k	+4%	98.00	77.73	View chart
Playa Hotels & Resorts Nv (Principal) (PLYA)	0.0	$7.6k		880.00	8.65	View chart
AFLAC Incorporated (Principal) (AFL)	0.0	$7.3k		88.00	82.50	View chart
Doximity (Principal) (DOCS)	0.0	$7.0k		250.00	28.04	View chart
iShares Dow Jones US Financial (Principal) (IYF)	0.0	$7.0k	+3%	82.00	85.41	View chart
iShares Dow Jones US Healthcare (Principal) (IYH)	0.0	$6.9k	+4%	24.00	286.29	View chart
NCR Corporation (Principal) (VYX)	0.0	$6.8k		400.00	16.91	View chart
Dell Technologies (Principal) (DELL)	0.0	$6.6k		86.00	76.50	View chart
First Trust NASDAQ Clean Edge Green (Principal) (QCLN)	0.0	$6.6k		156.00	42.17	View chart
Morgan Stanley (Principal) (MS)	0.0	$6.5k		70.00	93.26	View chart
Apollo Investment Corp. (Principal) (MFIC)	0.0	$6.5k		477.00	13.68	View chart
Fidelity sml mid factr (Principal) (FSMD)	0.0	$6.4k	+3%	176.00	36.21	View chart
Fidelity ltd trm bd etf (Principal) (FLTB)	0.0	$6.2k		125.00	49.20	View chart
3M Company (Principal) (MMM)	0.0	$6.1k	-98%	56.00	109.33	View chart
Maximus (Principal) (MMS)	0.0	$5.9k		70.00	83.86	View chart
Schwab Strategic Tr 0 (Principal) (SCHP)	0.0	$5.4k	-99%	104.00	52.20	View chart
Taiwan Semiconductor Mfg (Principal) (TSM)	0.0	$5.4k		52.00	104.00	View chart
Regions Financial Corporation (Principal) (RF)	0.0	$5.3k		275.00	19.38	View chart
Fidelity core divid etf (Principal) (FDVV)	0.0	$5.2k		124.00	42.29	View chart
Fidelity Covington Trust (Principal) (FPFD)	0.0	$5.2k	+37%	251.00	20.84	View chart
Ishares Us Etf Tr discretionary (Principal) (IEDI)	0.0	$4.9k	+6%	112.00	44.16	View chart
Wells Fargo & Company (Principal) (WFC)	0.0	$4.9k		100.00	49.22	View chart
NCR Atleos Corp (Principal) (NATL)	0.0	$4.9k	NEW	200.00	24.29	View chart
Vanguard Value ETF (Principal) (VTV)	0.0	$4.8k		32.00	149.50	View chart
Patrick Industries (Principal) (PATK)	0.0	$4.7k		47.00	100.36	View chart
CF Industries Holdings (Principal) (CF)	0.0	$4.7k		59.00	79.51	View chart
Sony Corporation (Principal) (SONY)	0.0	$4.6k		49.00	94.69	View chart
Pepsi (Principal) (PEP)	0.0	$4.4k		26.00	169.85	View chart
iShares Russell 3000 Value Index (Principal) (IUSV)	0.0	$4.4k		52.00	84.33	View chart
Fidelity fund (Principal) (FIVA)	0.0	$4.3k		178.00	24.43	View chart
iShares Dow Jones US Industrial (Principal) (IYJ)	0.0	$4.0k	+6%	35.00	114.38	View chart
Fidelity high yild etf (Principal) (FDHY)	0.0	$4.0k		83.00	47.94	View chart
Vanguard REIT ETF (Principal) (VNQ)	0.0	$4.0k		45.00	88.35	View chart
Fidelity Bond Etf (Principal) (FBND)	0.0	$3.8k	-99%	82.00	46.00	View chart
Vaneck Vectors Etf Tr fallen angel hg (Principal) (ANGL)	0.0	$3.7k	-99%	128.00	28.76	View chart
EOG Resources (Principal) (EOG)	0.0	$3.6k		30.00	120.97	View chart
Swk Holdings Corp (Principal) (SWKH)	0.0	$3.3k		191.00	17.54	View chart
Fidelity targeted emerg (Principal) (FDEM)	0.0	$3.3k	+2%	137.00	24.00	View chart
GSK (Principal) (GSK)	0.0	$3.2k		86.00	37.06	View chart
iShares Lehman 7-10 Yr Treas. Bond (Principal) (IEF)	0.0	$3.2k		33.00	96.39	View chart
iShares Lehman MBS Bond Fund (Principal) (MBB)	0.0	$3.1k	+3%	33.00	94.10	View chart
iShares Russell 1000 Index (Principal) (IWB)	0.0	$2.9k		11.00	262.27	View chart
Pinnacle West Capital Corporation (Principal) (PNW)	0.0	$2.9k		40.00	71.85	View chart
Kimberly-Clark Corporation (Principal) (KMB)	0.0	$2.8k		23.00	122.22	View chart
iShares MSCI Emerging Markets Indx (Principal) (EEM)	0.0	$2.6k		64.00	40.20	View chart
ISHARES TR MSCI Small Cap msci small cap (Principal) (SCZ)	0.0	$2.5k		40.00	61.90	View chart
iShares Dow Jones US Energy Sector (Principal) (IYE)	0.0	$2.5k		56.00	44.11	View chart
MetLife (Principal) (MET)	0.0	$2.0k	NEW	31.00	66.13	View chart
Liberty Broadband Corporation (Principal) (LBRDA)	0.0	$2.0k		25.00	80.64	View chart
Republic Services (Principal) (RSG)	0.0	$2.0k		12.00	164.92	View chart
Fidelity Inv Grade Bond Etf (Principal) (FIGB)	0.0	$2.0k	-55%	45.00	43.51	View chart
Warner Bros. Discovery (Principal) (WBD)	0.0	$1.9k	+2%	163.00	11.50	View chart
Matson (Principal) (MATX)	0.0	$1.8k		16.00	109.62	View chart
Victorias Secret And (Principal) (VSCO)	0.0	$1.8k		66.00	26.55	View chart
Ishares Tr int dev mom fc (Principal) (IMTM)	0.0	$1.6k		48.00	34.29	View chart
Johnson Outdoors (Principal) (JOUT)	0.0	$1.5k		29.00	53.44	View chart
Century Communities (Principal) (CCS)	0.0	$1.5k		17.00	91.12	View chart
General Electric (Principal) (GE)	0.0	$1.5k		12.00	127.67	View chart
iShares FTSE/Xinhua China 25 Index (Principal) (FXI)	0.0	$1.4k		60.00	24.03	View chart
Fidelity msci rl est etf (Principal) (FREL)	0.0	$1.4k		53.00	26.64	View chart
iShares Morningstar Mid Core Index (Principal) (IMCB)	0.0	$1.4k		21.00	67.14	View chart
Brown & Brown (Principal) (BRO)	0.0	$1.3k		18.00	71.11	View chart
Fidelity low durtin etf (Principal) (FLDR)	0.0	$1.2k	NEW	25.00	49.88	View chart
Service Pptys Tr (Principal) (SVC)	0.0	$1.2k		145.00	8.54	View chart
Ford Motor Company (Principal) (F)	0.0	$1.2k		100.00	12.19	View chart
iShares Barclays TIPS Bond Fund (Principal) (TIP)	0.0	$1.2k		11.00	107.45	View chart
Ishares Tr rusel 2500 etf (Principal) (SMMD)	0.0	$1.1k		18.00	61.56	View chart
iShares Dow Jones US Basic Mater. (Principal) (IYM)	0.0	$1.1k		8.00	138.20	View chart
Viatris (Principal) (VTRS)	0.0	$1.0k		94.00	10.83	View chart
Boyd Gaming Corporation (Principal) (BYD)	0.0	$1.0k		16.00	62.62	View chart
Haleon Plc Spon Ads (Principal) (HLN)	0.0	$889.002000		108.00	8.23	View chart
iShares Dow Jones US Real Estate (Principal) (IYR)	0.0	$822.999600	+12%	9.00	91.44	View chart
iShares Dow Jones US Consumer Goods (Principal) (IYK)	0.0	$767.000000		4.00	191.75	View chart
iShares MSCI Mexico Inv. Mt. Idx. (Principal) (EWW)	0.0	$679.000000	NEW	10.00	67.90	View chart
Bio-Rad Laboratories (Principal) (BIO)	0.0	$646.000000		2.00	323.00	View chart
Alaska Air (Principal) (ALK)	0.0	$586.000500		15.00	39.07	View chart
Schlumberger (Principal) (SLB)	0.0	$572.000000		11.00	52.00	View chart
Utilities SPDR (Principal) (XLU)	0.0	$569.999700	-99%	9.00	63.33	View chart
Lumen Technologies (Principal) (LUMN)	0.0	$423.007200		231.00	1.83	View chart
Ge Healthcare Technologies I (Principal) (GEHC)	0.0	$309.000000		4.00	77.25	View chart
Nokia Corporation (Principal) (NOK)	0.0	$233.002000		68.00	3.43	View chart
Embecta Corporation (Principal) (EMBC)	0.0	$228.000000		12.00	19.00	View chart
Peregrine Pharmaceuticals (Principal) (CDMO)	0.0	$97.999500		15.00	6.53	View chart
Lumos Pharma (Principal) (LUMO)	0.0	$34.999800		11.00	3.18	View chart
Rmr Group Inc cl a (Principal) (RMR)	0.0	$28.000000		1.00	28.00	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 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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