LIVE OAK PRIVATE WEALTH LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SONY | 454K | $9.40M |
 | VSH | 414K | $7.45M |
 | BAC | 370K | $18.02M |
 | IVZ | 339K | $8.23M |
 | BN | 321K | $12.98M |
 | MOS | 215K | $5.49M |
 | SCHW | 215K | $20.18M |
 | SLB | 197K | $10.15M |
 | DLTR | 149K | $16.34M |
 | CSCO | 143K | $11.09M |
 | NEM | 123K | $13.32M |
 | MET | 117K | $8.29M |
 | VTRS | 106K | $1.44M |
 | DEO | 95K | $7.10M |
 | DIS | 91K | $8.79M |
 | MRK | 79K | $9.54M |
 | AAPL | 77K | $19.50M |
 | ABT | 77K | $7.88M |
 | NVS | 75K | $11.51M |
 | UPS | 74K | $7.24M |
Sony Group Corporation
SONY
Shares Held
454K
Value
$9.40M
Vishay Intertechnology, Inc.
VSH
Shares Held
414K
Value
$7.45M
Bank of America Corporation
BAC
Shares Held
370K
Value
$18.02M
Invesco Ltd.
IVZ
Shares Held
339K
Value
$8.23M
Brookfield Corporation
BN
Shares Held
321K
Value
$12.98M
The Mosaic Company
MOS
Shares Held
215K
Value
$5.49M
The Charles Schwab Corporation
SCHW
Shares Held
215K
Value
$20.18M
Slb N.V.
SLB
Shares Held
197K
Value
$10.15M
Dollar Tree, Inc.
DLTR
Shares Held
149K
Value
$16.34M
Cisco Systems, Inc.
CSCO
Shares Held
143K
Value
$11.09M
Newmont Corporation
NEM
Shares Held
123K
Value
$13.32M
MetLife, Inc.
MET
Shares Held
117K
Value
$8.29M
Viatris Inc.
VTRS
Shares Held
106K
Value
$1.44M
Diageo plc
DEO
Shares Held
95K
Value
$7.10M
The Walt Disney Company
DIS
Shares Held
91K
Value
$8.79M
Merck & Co., Inc.
MRK
Shares Held
79K
Value
$9.54M
Apple Inc.
AAPL
Shares Held
77K
Value
$19.50M
Abbott Laboratories
ABT
Shares Held
77K
Value
$7.88M
Novartis AG
NVS
Shares Held
75K
Value
$11.51M
United Parcel Service, Inc.
UPS
Shares Held
74K
Value
$7.24M