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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Live Oak Private Wealth LLC
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| CRD # | 297904 |
| SEC # | 801-113818 |
| CIK # | 0001799877 |
| AUM | $1.1 B (2025-02-18) |
| Employees | 12 (100% Investors, 0% Brokers) |
| Phone | 844-469-5679 |
| Address | 1741 Tiburon Drive Wilmington, NC 28403 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 20.9 | ||
| Schwab Charles Corp | 20.1 | ||
| Bank of America Corp /DE/ | 17.8 | ||
| Dollar Tree Inc | 16.6 | ||
| Alphabet Inc | 16.5 | ||
| Apple Inc | 15.8 | ||
| J P Morgan Chase & Co | 15.1 | ||
| HCA Holdings Inc | 13.7 | ||
| Lowes Companies Inc | 13.7 | ||
| Brookfield Asset Management Inc | 13.4 | ||
| View All | |||
| Holdings by Sector ($M) |
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 199 | 105.4 |
| (b) Individuals (high net worth individuals) | 262 | 926.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.3 |
| (h) Charitable organizations | 10 | 14.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 19.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,086 | 1,067.3 |
| By Discretionary | ||
| Discretionary | 1,086 | 1,067.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,086 | 1,067.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 1,067.0 | |
| Total | 1,086 | 1,067.3 |
| Limited Partners | 2011 - 2025 |
|---|---|
| Teachers' Retirement Security for Illinois Educators |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001799877] |
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|---|---|---|
|
Wealthshield Partners LLC
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NC | 1.1 |
|
Association Financial Services Inc
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UT | 1.1 |
|
Ullmann Wealth Partners Group LLC
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FL | 1.1 |
|
Vision Capital Management Inc
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OR | 1.1 |
|
Hamilton Point Investment Advisors LLC
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NC | 1.1 |
|
Souders Financial Advisors LLC
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OH | 1.1 |
|
Brookwood Investment Group LLC
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AZ | 1.1 |
|
Ameriserv Wealth Advisors Inc
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PA | 1.1 |
|
Pinnacle Investments LLC
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NY | 1.1 |
|
Prime Quadrant US LLC
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1.1 |