Instuitional Investor - Live Oak Private Wealth Llc

Fund Profile
Filing Period:
Fund Name: Live Oak Private Wealth Llc
Portfolio Value $595,097,714
Filing Period:
No. Security Ticker Shares Value % Port
1. BRK.A 67,247 $30,481,720 5.12%
2. AAPL 77,580 $19,427,496 3.26%
3. MSFT 41,566 $17,520,105 2.94%
4. GOOGL 89,606 $17,064,481 2.86%
5. BAC 373,654 $16,422,084 2.75%