Live Oak Investment Partners Incresed Positions in Q2 2024

Live Oak Investment Partners

  • $116 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
5.45K
+ 104.79%
$173.67 - $197.85 $947K - $1.08M
10.7K $2.06M
NVDA
Nvidia Corp

Technology
9.47K
+ 8610.0%
$118.11 - $1224.4 $1.12M - $11.6M
9.58K $1.18M
FDX
Fedex Corp

Industrials
2.64K
+ 57.83%
$245.11 - $299.84 $647K - $792K
7.21K $2.16M
JPM
Jpmorgan Chase & CO

Financial Services
4.37K
+ 132.86%
$180.08 - $204.79 $787K - $895K
7.66K $1.55M
VEA
Vanguard Ftse Developed Market

ETFs
12.8K
+ 7.94%
$47.83 - $51.21 $612K - $656K
174K $8.6M
CMCSA
Comcast Corp

Communication Services
21.8K
+ 918.22%
$36.9 - $42.28 $805K - $922K
24.2K $947K
VGT
Vanguard Information Technolog

ETFs
543
+ 10.61%
$479.9 - $588.82 $261K - $320K
5.66K $3.26M
CVX
Chevron Corp

Energy
4.76K
+ 283.38%
$152.57 - $166.33 $726K - $791K
6.44K $1.01M
FTLS
First Tr Long/Short Equity ETF

ETFs
4.08K
+ 5.98%
$59.06 - $63.19 $241K - $258K
72.3K $4.52M
META
Meta Platforms, Inc.

Communication Services
107
+ 2.72%
$430.17 - $527.34 $46K - $56.4K
4.04K $2.04M
QAI
Iq Hedge Multi Strategy Compos

ETFs
10.9K
+ 10.45%
$30.36 - $31.05 $330K - $337K
115K $3.56M
VNLA
Janus Henderson Short Duration

ETFs
7.9K
+ 3.6%
$48.22 - $48.55 $381K - $384K
227K $11M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
24.6K
+ 3.99%
$11.3 - $11.9 $278K - $293K
641K $7.41M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.52K
+ 12.9%
$55.18 - $59.2 $194K - $208K
30.8K $1.82M
SRLN
Ssga Active Trust

ETFs
7.34K
+ 6.85%
$41.68 - $42.09 $306K - $309K
114K $4.78M
AZO
Autozone Inc

Consumer Cyclical
20
+ 3.31%
$2739.1 - $3170.04 $54.8K - $63.4K
624 $1.85M
MRK
Merck & Co., Inc.

Healthcare
255
+ 1.51%
$123.8 - $132.96 $31.6K - $33.9K
17.1K $2.12M
BK
Bank Of New York Mellon Corp

Financial Services
1.67K
+ 7.68%
$54.0 - $60.74 $90.1K - $101K
23.4K $1.4M
ALL
Allstate Corp

Financial Services
461
+ 5.53%
$157.07 - $175.41 $72.4K - $80.9K
8.8K $1.41M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.38K
+ 7.95%
$102.13 - $110.88 $243K - $263K
32.2K $3.44M
DIS
Walt Disney CO

Communication Services
1.23K
+ 14.58%
$99.29 - $122.82 $123K - $152K
9.7K $962K
WM
Waste Management Inc

Industrials
214
+ 5.08%
$200.55 - $213.34 $42.9K - $45.7K
4.43K $944K
AN
Autonation, Inc.

Consumer Cyclical
390
+ 3.92%
$152.33 - $170.96 $59.4K - $66.7K
10.3K $1.65M
WMT
Walmart Inc.

Consumer Defensive
5.2K
+ 216.76%
$58.85 - $68.9 $306K - $358K
7.6K $514K
XOM
Exxon Mobil Corp

Energy
1.08K
+ 773.57%
$108.36 - $122.2 $117K - $132K
1.22K $140K
SO
Southern CO

Utilities
420
+ 3.78%
$67.77 - $80.71 $28.5K - $33.9K
11.5K $894K
KO
Coca Cola CO

Consumer Defensive
972
+ 8.92%
$58.06 - $64.15 $56.4K - $62.4K
11.9K $755K
PKG
Packaging Corp Of America

Consumer Cyclical
244
+ 7.22%
$170.88 - $190.71 $41.7K - $46.5K
3.62K $661K
MSI
Motorola Solutions, Inc.

Technology
30
+ 2.47%
$336.0 - $390.36 $10.1K - $11.7K
1.25K $481K
V
Visa Inc.

Financial Services
318
+ 6.56%
$262.47 - $281.5 $83.5K - $89.5K
5.17K $1.36M
JNJ
Johnson & Johnson

Healthcare
641
+ 88.17%
$144.38 - $157.78 $92.5K - $101K
1.37K $199K
HAL
Halliburton CO

Energy
3.56K
+ 17.74%
$32.92 - $41.24 $117K - $147K
23.6K $796K
NEE
Nextera Energy Inc

Utilities
653
+ 28.64%
$61.7 - $80.02 $40.3K - $52.3K
2.93K $207K
USB
Us Bancorp \De\

Financial Services
2.31K
+ 26.12%
$38.45 - $43.95 $88.9K - $102K
11.2K $442K
MA
Mastercard Inc

Financial Services
132
+ 507.69%
$441.1 - $479.43 $58.2K - $63.3K
158 $69K
ED
Consolidated Edison Inc

Utilities
673
+ 12.11%
$87.42 - $98.12 $58.8K - $66K
6.23K $557K
VTV
Vanguard Value ETF

ETFs
299
+ 934.38%
$154.57 - $163.65 $46.2K - $48.9K
331 $53K
PAYX
Paychex Inc

Industrials
364
+ 7.64%
$117.39 - $126.98 $42.7K - $46.2K
5.13K $608K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
120
+ 11.33%
$109.98 - $128.59 $13.2K - $15.4K
1.18K $150K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
430
+ 826.92%
$85.39 - $90.42 $36.7K - $38.9K
482 $42K
LYB
Lyondell Basell Industries N.V.

Basic Materials
230
+ 3.42%
$93.54 - $105.86 $21.5K - $24.3K
6.96K $665K
CSCO
Cisco Systems, Inc.

Technology
1.38K
+ 8.97%
$45.52 - $50.04 $62.7K - $68.9K
16.7K $794K
GOOGL
Alphabet Inc.

Communication Services
24
+ 8.0%
$150.53 - $185.41 $3.61K - $4.45K
324 $59K
DELL
Dell Technologies Inc.

Technology
79
+ 91.86%
$114.87 - $179.21 $9.07K - $14.2K
165 $22K
MDT
Medtronic PLC

Healthcare
249
+ 17.45%
$78.71 - $87.02 $19.6K - $21.7K
1.68K $131K
AOA
Ishares Tr Core Aggressive All

ETFs
111
+ 14.02%
$70.02 - $75.08 $7.77K - $8.33K
903 $67K
TJX
Tjx Companies Inc

Consumer Cyclical
14
+ 2.22%
$92.66 - $111.05 $1.3K - $1.55K
644 $70K
SYF
Synchrony Financial

Financial Services
45
+ 5.45%
$39.68 - $47.19 $1.79K - $2.12K
871 $41K
IYW
Ishares Dj Us Tech ETF

ETFs
46
+ 46.46%
$124.75 - $153.46 $5.74K - $7.06K
145 $21K
Activity Summary
Buys All Purchases 105 New Holdings 23 Increased Positions 82 Sells All Sells 62 Reductions 61 Sold out 1 Options Calls 0 Puts 0
Track This Portfolio

Track Live Oak Investment Partners Portfolio

Follow Live Oak Investment Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Live Oak Investment Partners, based on Form 13F filings with the SEC.

News

Stay updated on Live Oak Investment Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email