LIVE OAK PRIVATE WEALTH LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SONY | 448K | $12.91M |
 | VSH | 443K | $6.77M |
 | BAC | 376K | $19.40M |
 | IVZ | 357K | $8.20M |
 | SLB | 225K | $7.73M |
 | MOS | 222K | $7.71M |
 | SCHW | 219K | $20.88M |
 | BN | 216K | $14.80M |
 | WSC | 191K | $4.02M |
 | DLTR | 159K | $15.05M |
 | CSCO | 147K | $10.08M |
 | NEM | 145K | $12.25M |
 | VTRS | 117K | $1.16M |
 | MET | 115K | $9.45M |
 | GOOG | 93K | $22.59M |
 | ABT | 79K | $10.57M |
 | MRK | 79K | $6.62M |
 | AAPL | 78K | $19.94M |
 | UPS | 77K | $6.44M |
 | NVS | 77K | $9.88M |
Sony Group Corporation
SONY
Shares Held
448K
Value
$12.91M
Vishay Intertechnology, Inc.
VSH
Shares Held
443K
Value
$6.77M
Bank of America Corporation
BAC
Shares Held
376K
Value
$19.40M
Invesco Ltd.
IVZ
Shares Held
357K
Value
$8.20M
SLB N.V.
SLB
Shares Held
225K
Value
$7.73M
The Mosaic Company
MOS
Shares Held
222K
Value
$7.71M
The Charles Schwab Corporation
SCHW
Shares Held
219K
Value
$20.88M
Brookfield Corporation
BN
Shares Held
216K
Value
$14.80M
WillScot Holdings Corporation
WSC
Shares Held
191K
Value
$4.02M
Dollar Tree, Inc.
DLTR
Shares Held
159K
Value
$15.05M
Cisco Systems, Inc.
CSCO
Shares Held
147K
Value
$10.08M
Newmont Corporation
NEM
Shares Held
145K
Value
$12.25M
Viatris Inc.
VTRS
Shares Held
117K
Value
$1.16M
MetLife, Inc.
MET
Shares Held
115K
Value
$9.45M
Alphabet Inc.
GOOG
Shares Held
93K
Value
$22.59M
Abbott Laboratories
ABT
Shares Held
79K
Value
$10.57M
Merck & Co., Inc.
MRK
Shares Held
79K
Value
$6.62M
Apple Inc.
AAPL
Shares Held
78K
Value
$19.94M
United Parcel Service, Inc.
UPS
Shares Held
77K
Value
$6.44M
Novartis AG
NVS
Shares Held
77K
Value
$9.88M