StockDriftsStockDriftsTop 50 Live Oak Private Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.37% | 65.4K | $31.3M | -0.14%(-91) | $214.94(+125.89%) | 2026-03-31 | |
| SCHW | SCHWAB CHARLES CORP | 2.81% | 214.7K | $20.2M | -0.67%(-1.44K) | $47.74(+90.96%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.72% | 76.8K | $19.5M | +0.15%(+115) | $90.06(+231.86%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 2.53% | 402.3K | $18.2M | +21.33%(+70.72K) | $42.23(+20.67%) | 2026-03-31 | |
| BAC | BANK AMERICA CORP | 2.51% | 369.6K | $18.0M | -0.51%(-1.89K) | $29.49(+69.00%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.38% | 59.5K | $17.1M | -25.57%(-20.45K) | $85.71(+365.60%) | 2026-03-31 | |
| HCA | HCA HEALTHCARE INC | 2.3% | 34.9K | $16.5M | -0.95%(-335) | $170.73(+150.42%) | 2026-03-31 | |
| DLTR | DOLLAR TREE INC | 2.28% | 149.2K | $16.3M | -3.91%(-6.07K) | $96.29(-9.86%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.19% | 42.5K | $15.7M | +3.88%(+1.59K) | $197.98(+104.67%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.16% | 53.8K | $15.5M | -18.55%(-12.25K) | $67.82(+493.68%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.28% | +45.37% |
| Top 20 Holdings Unweighted | +13.80% | +47.38% |
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