Fund HoldingsLive Oak Investment Partners

Total Portfolio Value
$130.18M
Total Bought
$27.96M
Total Sold
$33.28M
Net Transaction
-$5.32M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
PGIM ETF TR
PGIM ULTRA SH BD
0255,248+255,248012,7019.76%+12,701
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
0296,599+296,59907,3825.67%+7,382
TENET HEALTHCARE CORP(THC)08,397+8,39701,4781.14%+1,478
MERCK & CO INC(MRK)023,949+23,94901,8961.46%+1,896
NETFLIX INC(NFLX)3,0652,999-662,8584,0163.08%+1,158
VANGUARD TAX-MANAGED FDS185,714181,217-4,4979,44010,3317.94%+891
VANGUARD WORLD FD
INF TECH ETF
4,9905,400+4102,7063,5822.75%+875
MICROSOFT CORP(MSFT)06,902+6,90203,4332.64%+3,433
IDEXX LABS INC(IDXX)01,364+1,36407320.56%+732
META PLATFORMS INC(META)3,7883,732-562,1832,7552.12%+571
NVIDIA CORPORATION(NVDA)011,358+11,35801,7941.38%+1,794
ROYAL BK CDA(RY)03,108+3,10804090.31%+409
UGI CORP NEW(UGI)010,554+10,55403840.30%+384
AMAZON COM INC(AMZN)011,901+11,90102,6112.01%+2,611
ISHARES INC
MSCI EMRG CHN
35,96535,444-5211,9812,2381.72%+257
FIDELITY COVINGTON TRUST14,44315,964+1,5218131,0350.79%+222
ALPHABET INC(GOOG)10,64210,610-321,6631,8821.45%+220
INVESCO EXCHANGE TRADED FD T
S&P500 EQL FIN
20,33422,138+1,8041,4751,6851.29%+210
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
44,09243,184-9084,0364,2423.26%+207
BANK AMERICA CORP04,252+4,25202010.15%+201
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
75,51175,620+1094,8395,0123.85%+173
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
22,87424,075+1,2011,1191,2890.99%+170
SELECT SECTOR SPDR TR
ST STR DISCR ETF
4,2894,564+2758479920.76%+145
ISHARES TR32,06031,927-1333,3533,4892.68%+137
BANK NEW YORK MELLON CORP24,03123,520-5112,0152,1431.65%+127
BROADCOM INC(AVGO)03,039+3,03908380.64%+838
CISCO SYS INC(CSCO)16,76316,399-3641,0341,1380.87%+103
JPMORGAN CHASE & CO.(JPM)01,434+1,43404160.32%+416
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
12,38612,38604245050.39%+82
WALMART INC(WMT)06,542+6,54206400.49%+640
MARATHON PETE CORP(MPC)3,3223,32204845520.42%+68
SSGA ACTIVE ETF TR
ST STR BL LN ETF
145,409145,403-65,9816,0474.65%+67
NEW YORK LIFE INVESTMENTS ET
HEDGE MULTI STRA
116,523114,869-1,6543,6483,7132.85%+64
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
115,766115,778+122,9242,9792.29%+55
SCHWAB STRATEGIC TR15,82815,82803413770.29%+36
US BANCORP DEL(USB)15,73115,396-3356646970.54%+33
WISDOMTREE TR(WT)7,7077,70706126330.49%+21
INVESCO EXCHANGE TRADED FD T
S&P500 EQL STP
17,69118,852+1,1615455650.43%+20
VANGUARD INDEX FDS684649-353523690.28%+17
ISHARES TR
CORE HIGH DV ETF
3,1553,355+2003823930.30%+11
VANGUARD WORLD FD5,0135,01303153180.24%+2
SOUTHERN CO(SO)2,4222,42202232220.17%-0
VANGUARD WORLD FD
HEALTH CAR ETF
4,1144,379+2651,0891,0880.84%-2
AT&T INC(T)45,62844,492-1,1361,2901,2880.99%-3
DARDEN RESTAURANTS INC(DRI)4,1283,921-2078588550.66%-3
SELECT SECTOR SPDR TR
ST STR ENERG ETF
3,3833,692+3093163130.24%-3
NEXTERA ENERGY INC(NEE)3,0213,02102142100.16%-4
INVESCO EXCHANGE TRADED FD T
S&P500 EQL HLT
8,2418,24102452400.18%-5
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
16,89216,746-1468558490.65%-7
VERIZON COMMUNICATIONS INC(VZ)4,6104,653+432092010.15%-8
VISA INC(V)5,4555,354-1011,9121,9011.46%-11
UNION PAC CORP(UNP)1,7201,705-154063920.30%-14
REINSURANCE GRP OF AMERICA I(RGA)4,6064,499-1079078920.69%-14
AIR PRODS & CHEMS INC1,0471,037-103092920.22%-16
AMCOR PLC(AMCR)33,83733,930+933283120.24%-16
MOTOROLA SOLUTIONS INC(MSI)1,1331,13304964760.37%-20
THE CIGNA GROUP(CI)2,4882,413-758197980.61%-21
COMCAST CORP NEW(CCZ)28,06428,392+3281,0361,0130.78%-22
RIO TINTO PLC(RIO)19,65019,812+1621,1811,1560.89%-25
PUBLIC STORAGE OPER CO(PSA)1,6991,637-625084800.37%-28
NAVIOS MARITIME PARTNERS L P(NMM)28,16228,537+3751,1051,0750.83%-29
FEDEX CORP(FDX)1,3531,309-443302980.23%-32
DUKE ENERGY CORP NEW(DUK)3,1782,990-1883883530.27%-35
COCA COLA CO(KO)12,18911,814-3758738360.64%-37
SUNCOR ENERGY INC NEW(SU)24,18023,776-4049368900.68%-46
PACKAGING CORP AMER(PKG)03,594+3,59406770.52%+677
AMERICAN ELEC PWR CO INC8,3248,043-2819108350.64%-75
DIAMONDBACK ENERGY INC(FANG)2,8512,764-874563800.29%-76
MCDONALDS CORP(MCD)2,6382,554-848247460.57%-78
ALLSTATE CORP(ALL)9,2159,056-1591,9081,8231.40%-85
AUTOZONE INC(AZO)613602-112,3372,2351.72%-102
VANGUARD WORLD FD1,6811,123-5585194110.32%-108
VANECK ETF TRUST
GREEN BOND ETF
13,5568,919-4,6373262160.17%-110
KIMBERLY-CLARK CORP(KMB)8,0917,834-2571,1511,0100.78%-141
ISHARES TR
ESG AWR MSCI USA
6,0394,340-1,6997365870.45%-149
ENOVIS CORPORATION(ENOV)026,352+26,35208260.63%+826
CHUBB LIMITED
COM
6740-6742040-204
AMGEN INC(AMGN)6910-6912150-215
INVESCO EXCHANGE TRADED FD T
S&P500 EQL ENR
2,6410-2,6412160-216
EXXON MOBIL CORP21,04921,092+432,5032,2741.75%-230
FLEXSHARES TR
STOX GBL ESG SLT
1,3780-1,3782340-234
APPLE INC(AAPL)011,934+11,93402,4481.88%+2,448
PIMCO ETF TR
ENHANCD SHORT
2,7250-2,7252690-269
BRISTOL-MYERS SQUIBB CO(BMY)20,04819,631-4171,2239090.70%-314
HOME DEPOT INC(HD)01,321+1,32104840.37%+484
TARGET CORP(TGT)000000
ISHARES TR4,4400-4,4404100-410
BEST BUY INC(BBY)000000
AGILENT TECHNOLOGIES INC(A)5,1560-5,1566030-603
NIKE INC(NKE)19,5760-19,5761,2430-1,243
JOHNSON & JOHNSON(JNJ)8,6010-8,6011,4260-1,426
INVESCO EXCH TRADED FD TR II675,5780-675,5787,5800-7,580
JANUS DETROIT STR TR
HENDRSN SHRT ETF
265,6390-265,63913,0560-13,056
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