Instuitional Investor - Live Oak Private Wealth Llc

Fund Profile
Filing Period:
Fund Name: Live Oak Private Wealth Llc
Portfolio Value $617,172,442
Filing Period:
No. Security Ticker Shares Value % Port
1. BRK.A 66,461 $35,395,799 5.74%
2. SCHW 221,476 $17,337,162 2.81%
3. AAPL 76,835 $17,067,403 2.77%
4. BAC 377,203 $15,740,670 2.55%
5. MSFT 41,157 $15,450,039 2.5%