HoldingsChannel.com
Live Oak Private Wealth LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC DEL      $7,660
     BRK.B41,896+14,298$7,660
MICROSOFT CORP 41,488 +9,460 $6,543
     MSFT41,488+9,460$6,543
UNITEDHEALTH GROUP INC 19,577 +2,529 $4,882
     UNH19,577+2,529$4,882
MASTERCARD INC 15,747 +9,594 $3,804
     MA15,747+9,594$3,804
ALPHABET INC 3,262 +227 $3,793
     GOOG3,262+227$3,793
DISNEY WALT CO 38,417 +24,502 $3,711
     DIS38,417+24,502$3,711
CHARTER COMMUNICATIONS INC N 8,455 +776 $3,689
     CHTR8,455+776$3,689
FEDEX CORP 29,803 +6,968 $3,614
     FDX29,803+6,968$3,614
BK OF AMERICA CORP 166,439 +25,413 $3,534
     BAC166,439+25,413$3,534
CVS HEALTH CORP 55,929 +9,146 $3,318
     CVS55,929+9,146$3,318
SCHWAB CHARLES CORP 95,862 +18,656 $3,223
     SCHW95,862+18,656$3,223
ABBOTT LABS 38,718 +4,217 $3,055
     ABT38,718+4,217$3,055
APPLE INC 11,955 -7,466 $3,040
     AAPL11,955-7,466$3,040
WELLS FARGO CO NEW 104,693 +71,693 $3,005
     WFC104,693+71,693$3,005
DOLLAR TREE INC 38,105 +5,216 $2,800
     DLTR38,105+5,216$2,800
VISA INC 16,441 +1,934 $2,649
     V16,441+1,934$2,649
CARMAX INC 44,234 +3,895 $2,381
     KMX44,234+3,895$2,381
HCA HEALTHCARE INC 26,438 +3,455 $2,375
     HCA26,438+3,455$2,375
UNITED TECHNOLOGIES CORP 21,935 +4,044 $2,069
     UTX21,935+4,044$2,069
BROOKFIELD ASSET MGMT INC 44,318 +6,952 $1,961
     BAM44,318+6,952$1,961
AON PLC 10,177 +788 $1,680
     AON10,177+788$1,680
VERIZON COMMUNICATIONS INC 26,076 +6,195 $1,401
     VZ26,076+6,195$1,401
AXALTA COATING SYS LTD 74,342 +8,125 $1,284
     AXTA74,342+8,125$1,284
COCA COLA CO 25,196 +25,196 $1,115
     KO25,196+25,196$1,115
MARKEL CORP 1,048 +546 $972
     MKL1,048+546$972
ALPHABET INC 740 +35 $860
     GOOGL740+35$860
FOX CORP 35,696 +5,949 $843
     FOXA35,696+5,949$843
VERISIGN INC 4,577 +1,195 $824
     VRSN4,577+1,195$824
LOWES COS INC 8,727 +1,404 $751
     LOW8,727+1,404$751
JPMORGAN CHASE & CO 8,233 +987 $741
     JPM8,233+987$741
ALIBABA GROUP HLDG LTD 3,741 +862 $728
     BABA3,741+862$728
CISCO SYS INC 18,366 +10,358 $722
     CSCO18,366+10,358$722
WALMART INC 6,063 +250 $689
     WMT6,063+250$689
COMCAST CORP NEW 18,478 +5,659 $635
     CMCSA18,478+5,659$635
ISHARES TR (IVV) 2,379 -1,066 $615
     IVV2,379-1,066$615
ANTHEM INC 2,620 +554 $595
     ANTM2,620+554$595
CITIGROUP INC 13,177 +1,120 $555
     C13,177+1,120$555
SCHLUMBERGER LTD 38,697 +15,515 $522
     SLB38,697+15,515$522
SPDR S&P 500 ETF TR (SPY) 2,000 UNCH $515
     SPY2,000UNCH$515
NEW ORIENTAL ED & TECH GRP I 4,634 +999 $502
     EDU4,634+999$502
JOHNSON & JOHNSON 3,170 +412 $416
     JNJ3,170+412$416
PHILIP MORRIS INTL INC 5,608 -50 $409
     PM5,608-50$409
MOODYS CORP 1,923 +609 $407
     MCO1,923+609$407
BRISTOL MYERS SQUIBB CO 7,213 +3,040 $402
     BMY7,213+3,040$402
AMGEN INC 1,953 +9 $396
     AMGN1,953+9$396
EXXON MOBIL CORP 9,885 +3,968 $375
     XOM9,885+3,968$375
FACEBOOK INC 2,153 UNCH $359
     FB2,153UNCH$359
JD COM INC 8,776 +1,406 $355
     JD8,776+1,406$355
MEDTRONIC PLC 3,886 +1,094 $350
     MDT3,886+1,094$350
HOME DEPOT INC 1,861 +659 $347
     HD1,861+659$347

See Full List: All Stocks Held By Live Oak Private Wealth LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Live Oak Private Wealth LLC

Size ($ in 1000's)
At 03/31/2020: $97,511
At 12/31/2019: $102,837

Live Oak Private Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Live Oak Private Wealth LLC 13F filings. Link to 13F filings: SEC filings

Live Oak Private Wealth LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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