Live Oak Private Wealth LLC

CIK

1799877

City

WILMINGTON

State / Country

Stock

IVZ — Invesco Ltd.

Top Portfolio Positions

161 positions · $610,924,417 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	65,386	$31,332,971	5.13%
SCHW	Schwab Charles Corp Financial Services	214,689	$20,176,472	3.30%
AAPL	Apple Inc. Technology	76,827	$19,497,924	3.19%
BAC	Bank Of America Corp /De/ Financial Services	369,637	$18,019,803	2.95%
HCA	HCA Healthcare, Inc. Healthcare	34,936	$16,533,112	2.71%
DLTR	Dollar Tree, Inc. Consumer Defensive	149,182	$16,336,920	2.67%
MSFT	Microsoft Corp Technology	42,518	$15,738,888	2.58%
GOOGL	Alphabet Inc. Communication Services	53,758	$15,458,650	2.53%
LOW	Lowes Companies Inc Consumer Cyclical	65,395	$15,451,530	2.53%
JPM	Jpmorgan Chase & Co Financial Services	50,841	$14,955,388	2.45%

25 quarters · across all stocks

24 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,228,893	338,777	-2.3%	Shares	Sole	2026-04-20
2025-12-31	$9,109,831	346,777	-2.9%	Shares	Sole	2026-01-23
2025-09-30	$8,196,255	357,291	+0.3%	Shares	Sole	2025-10-17
2025-06-30	$5,620,317	356,393	+2.5%	Shares	Sole	2025-08-04
2025-03-31	$5,273,729	347,642	+8.6%	Shares	Sole	2025-04-22
2024-12-31	$5,596,589	320,171	-1.3%	Shares	Sole	2025-01-28
2024-09-30	$5,697,939	324,484	+1.9%	Shares	Sole	2024-10-22
2024-06-30	$4,761,633	318,291	-0.3%	Shares	Sole	2024-07-17
2024-03-31	$5,295,511	319,199	+4.3%	Shares	Sole	2024-04-23
2023-12-31	$5,462,304	306,183	-3.1%	Shares	Sole	2024-01-29
2023-09-30	$4,590,004	316,116	+1.9%	Shares	Sole	2023-10-23
2023-06-30	$5,217,117	310,358	+11.6%	Shares	Sole	2023-08-07
2023-03-31	$4,559,724	278,032	+2.5%	Shares	Sole	2023-05-08
2022-12-31	$4,879,805	271,251	+1.4%	Shares	Sole	2023-02-10
2022-09-30	$3,664,613	267,490	+2.4%	Shares	Sole	2022-10-25
2022-06-30	$4,211,526	261,099	+6.6%	Shares	Sole	2022-07-27
2022-03-31	$5,646,425	244,858	+5.8%	Shares	Sole	2022-04-21
2021-12-31	$5,327,403	231,425	+4.9%	Shares	Sole	2022-02-08
2021-09-30	$5,321,197	220,705	+12.0%	Shares	Sole	2021-10-29
2021-06-30	$5,266,291	197,018	-13.2%	Shares	Sole	2021-08-02
2021-03-31	$5,726,982	227,081	+4.9%	Shares	Sole	2021-05-11
2020-12-31	$3,772,740	216,451	+8.5%	Shares	Sole	2021-01-26
2020-09-30	$2,277,207	199,580	-0.4%	Shares	Sole	2020-11-09
2020-06-30	$2,155,669	200,341	—	Shares	Sole	2020-08-03
No 13F history on record for this holder in this stock.