Live Oak Investment Partners Sells in Q3 2024

Live Oak Investment Partners

  • $123 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ETN
Eaton Corp PLC

Industrials
-4.99K
- 99.11%
$272.52 - $333.02 $1.36M - $1.66M
45 $14K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-4.13K
- 35.45%
$71.86 - $78.56 $297K - $324K
7.52K $590K
VNLA
Janus Henderson Short Duration

ETFs
-7.32K
- 3.22%
$48.34 - $49.08 $354K - $359K
220K $10.8M
VHT
Vanguard Health Care ETF

ETFs
-781
- 13.3%
$261.88 - $288.1 $205K - $225K
5.09K $1.44M
VGT
Vanguard Information Technolog

ETFs
-211
- 3.73%
$514.43 - $606.85 $109K - $128K
5.45K $3.2M
SAIA
Saia Inc

Industrials
-99
- 33.0%
$367.6 - $509.42 $36.4K - $50.4K
201 $87K
GOOG
Alphabet Inc.

Communication Services
-211
- 20.69%
$149.54 - $192.66 $31.6K - $40.7K
809 $135K
STLA
Stellantis N.V.

Consumer Cyclical
-512
- 9.25%
$14.05 - $20.71 $7.19K - $10.6K
5.02K $70K
AMGN
Amgen Inc

Healthcare
-128
- 14.33%
$309.38 - $337.38 $39.6K - $43.2K
765 $246K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-150
- 2.16%
$92.56 - $99.46 $13.9K - $14.9K
6.81K $652K
FVD
First Tr Value Line Divid Inde

ETFs
-495
- 23.46%
$40.45 - $45.49 $20K - $22.5K
1.62K $73K
LIT
Global X Fds Global X Lithium

ETFs
-326
- 27.84%
$35.01 - $43.59 $11.4K - $14.2K
845 $36K
TJX
Tjx Companies Inc

Consumer Cyclical
-119
- 18.48%
$107.93 - $120.23 $12.8K - $14.3K
525 $61K
FNX
First Tr Mid Cap Core Alphadex

ETFs
-93
- 19.18%
$106.85 - $117.19 $9.94K - $10.9K
392 $45K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-76
- 6.45%
$116.79 - $133.54 $8.88K - $10.1K
1.1K $145K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-231
- 10.11%
$63.82 - $70.54 $14.7K - $16.3K
2.05K $144K
CCL
Carnival Corp

Consumer Cyclical
-206
- 23.76%
$14.01 - $19.18 $2.89K - $3.95K
661 $12K
LHX
L3 Harris Technologies, Inc.

Industrials
-47
- 8.39%
$221.96 - $243.27 $10.4K - $11.4K
513 $122K
MDT
Medtronic PLC

Healthcare
-244
- 14.56%
$76.84 - $91.03 $18.7K - $22.2K
1.43K $128K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-4
- 4.12%
$332.02 - $382.76 $1.33K - $1.53K
93 $34K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-23
- 69.7%
$35.7 - $41.13 $821 - $946
10 $0
AOA
Ishares Tr Core Aggressive All

ETFs
-54
- 5.98%
$72.11 - $79.05 $3.89K - $4.27K
849 $66K
F
Ford Motor CO

Consumer Cyclical
-33
- 33.0%
$9.71 - $14.55 $320 - $480
67 $0
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-9
- 75.0%
$61.71 - $68.15 $555 - $613
3 $0
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
-291
- 6.95%
N/A
3.9K $0
Gehc
-2
- 50.0%
N/A
2 $0
Solv
-1
- 7.69%
N/A
12 $0
SVC
Service Properties Trust

Real Estate
-24
- 32.0%
$4.32 - $6.1 $104 - $146
51 $0
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-10
- 71.43%
$68.79 - $76.02 $688 - $760
4 $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
-254
- 8.75%
N/A
2.65K $0
CME
Cme Group Inc.

Financial Services
-61
- 11.11%
$193.43 - $220.62 $11.8K - $13.5K
488 $107K
RTM
Invesco S&P 500 Equal Weight M

ETFs
-250
- 6.66%
N/A
3.51K $0
ORCL
Oracle Corp

Technology
-33
- 16.5%
$125.9 - $170.35 $4.15K - $5.62K
167 $28K
GE
General Electric CO

Industrials
-4
- 33.33%
$156.66 - $189.66 $627 - $759
8 $1K
FXI
Ishares Tr

ETFs
-20
- 33.33%
$24.78 - $32.17 $496 - $643
40 $1K
RYH
Invesco S&P 500 Equal Weight H

ETFs
-3.04K
- 25.71%
N/A
8.78K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-1.1K
- 8.14%
N/A
12.5K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
-1.26K
- 5.43%
N/A
21.8K $0
Gev
-1
- 33.33%
N/A
2 $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
-607
- 2.18%
N/A
27.2K $0
XLY
Select Sector Spdr Consumer Di

ETFs
-33
- 5.15%
$170.05 - $200.86 $5.61K - $6.63K
608 $121K
PFF
Ishares Trust Ishares Pfd And

ETFs
-16
- 0.39%
$31.18 - $33.5 $499 - $536
4.13K $137K
CB
Chubb LTD

Financial Services
-54
- 7.13%
$252.51 - $292.2 $13.6K - $15.8K
703 $202K
HDV
Ishares Core High Dividend ETF

ETFs
-17
- 0.65%
$107.62 - $118.76 $1.83K - $2.02K
2.59K $304K
LOW
Lowes Companies Inc

Consumer Cyclical
-28
- 4.52%
$213.3 - $270.78 $5.97K - $7.58K
592 $160K
UNP
Union Pacific Corp

Industrials
-14
- 0.78%
$221.78 - $256.09 $3.1K - $3.59K
1.77K $435K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-80
- 1.31%
$113.45 - $126.18 $9.08K - $10.1K
6.04K $762K
APD
Air Products & Chemicals, Inc.

Basic Materials
-39
- 3.47%
$247.34 - $300.11 $9.65K - $11.7K
1.09K $323K
HD
Home Depot, Inc.

Consumer Cyclical
-136
- 8.47%
$333.64 - $405.2 $45.4K - $55.1K
1.47K $595K
Activity Summary
Buys All Purchases 69 New Holdings 2 Increased Positions 67 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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