Sponsored

The Analysis of Live Oak Private Wealth LLC's Holdings & P&L

Currently, Live Oak Private Wealth LLC holds 207 types of securities in its portfolio with a total value $717.3M. In the most recent quarter, they have increased their positions in LEN (+47.4K shares, valued at $4.1M), N/A (+57.6K shares, valued at $3.7M), DFAU (+70.7K shares, valued at $3.2M); decreased their positions in N/A (-20.5K shares, valued at $5.9M), N/A (-12.2K shares, valued at $3.5M), NEM (-20.8K shares, valued at $2.2M); initiated new positions in N/A (+57.6K shares, valued at $3.7M), BUSA (+29.8K shares, valued at $1.1M), TROW (+7.6K shares, valued at $685.2K).

1M P&L

+22.1M+3.58%

3M P&L

+2.8K+0.00%

HY P&L

+45.4M+7.66%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A106.2M

17.5%

2Banks - Diversified41.7M

6.9%

3Semiconductors31.6M

5.2%

Top Industries by Stock Count

1N/A71 stocks

39.0%

2Drug Manufacturers - General6 stocks

3.3%

3Diagnostics & Research5 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL65.4K shares-0.14%2026-03-312026-04-20

SCHW SCHWAB CHARLES CORP214.7K shares-0.67%2026-03-312026-04-20

AAPL APPLE INC76.8K shares0.15%2026-03-312026-04-20

DFAU DIMENSIONAL ETF TRUST402.3K shares21.33%2026-03-312026-04-20

BAC BANK AMERICA CORP369.6K shares-0.51%2026-03-312026-04-20

ALPHABET INC ALPHABET INC59.5K shares-25.57%2026-03-312026-04-20

HCA HCA HEALTHCARE INC34.9K shares-0.95%2026-03-312026-04-20

DLTR DOLLAR TREE INC149.2K shares-3.91%2026-03-312026-04-20

Sponsored

MSFT MICROSOFT CORP42.5K shares3.88%2026-03-312026-04-20

ALPHABET INC ALPHABET INC53.8K shares-18.55%2026-03-312026-04-20

LOW LOWES COS INC65.4K shares1.05%2026-03-312026-04-20

JPM JPMORGAN CHASE & CO50.8K shares-0.87%2026-03-312026-04-20

CVX CHEVRON CORPORATION68.1K shares-0.35%2026-03-312026-04-20

NEM NEWMONT CORP123.0K shares-14.45%2026-03-312026-04-20

BN BROOKFIELD CORP320.7K shares-0.89%2026-03-312026-04-20

DFAX DIMENSIONAL ETF TRUST377.8K shares4.07%2026-03-312026-04-20

Sponsored

RTX RTX CORPORATION63.2K shares-12.26%2026-03-312026-04-20

MKL MARKEL GROUP INC6.2K shares-0.95%2026-03-312026-04-20

NVS NOVARTIS AG75.3K shares-1.64%2026-03-312026-04-20

CSCO CISCO SYS INC143.0K shares-2.57%2026-03-312026-04-20

TJX TJX COS INC NEW64.4K shares0.32%2026-03-312026-04-20

HON HONEYWELL INTL INC45.0K shares0.30%2026-03-312026-04-20

SLB SLB LIMITED197.4K shares-1.24%2026-03-312026-04-20

ADI ANALOG DEVICES INC31.3K shares-1.16%2026-03-312026-04-20

Sponsored

MA MASTERCARD INCORPORATED19.6K shares0.33%2026-03-312026-04-20

MERCK & CO INC MERCK & CO INC79.3K shares-0.74%2026-03-312026-04-20

SONY SONY GROUP CORP454.3K shares3.46%2026-03-312026-04-20

DHR DANAHER CORP DEL47.1K shares0.11%2026-03-312026-04-20

DIS DISNEY WALT CO91.2K shares24.77%2026-03-312026-04-20

RY ROYAL BK CDA53.9K shares0.00%2026-03-312026-04-20

V VISA INC28.5K shares2.69%2026-03-312026-04-20

UNH UNITEDHEALTH GROUP INC31.4K shares0.06%2026-03-312026-04-20

Sponsored

MET METLIFE INC117.3K shares2.56%2026-03-312026-04-20

IVZ INVESCO LTD338.8K shares-2.31%2026-03-312026-04-20

DFSD DIMENSIONAL ETF TRUST166.2K shares46.18%2026-03-312026-04-20

ABT ABBOTT LABORATORIES76.7K shares-0.43%2026-03-312026-04-20

QCOM QUALCOMM INC57.8K shares14.23%2026-03-312026-04-20

VSH VISHAY INTERTECHNOLOGY INC413.7K shares0.88%2026-03-312026-04-20

AON PLC AON PLC22.9K shares1.69%2026-03-312026-04-20

BA BOEING CO36.5K shares3.27%2026-03-312026-04-20

Sponsored

UPS UNITED PARCEL SVCS INC73.6K shares2.30%2026-03-312026-04-20

DEO DIAGEO PLC95.4K shares47.24%2026-03-312026-04-20

A AGILENT TECHNOLOGIES INC60.3K shares12.55%2026-03-312026-04-20

TMO THERMO FISHER SCIENTIFIC INC13.9K shares3.41%2026-03-312026-04-20

XOM EXXON MOBIL CORP39.5K shares-2.11%2026-03-312026-04-20

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D3.5K shares5.03%2026-03-312026-04-20

DFAI DIMENSIONAL ETF TRUST147.3K shares16.35%2026-03-312026-04-20

MOS MOSAIC CO215.2K shares12.79%2026-03-312026-04-20

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC15.9K shares-0.61%2026-03-312026-04-20

MCO MOODYS CORP11.8K shares3.08%2026-03-312026-04-20

ZBH ZIMMER BIOMET HOLDINGS INC56.9K shares8.19%2026-03-312026-04-20

LEN LENNAR CORP56.6K shares518.93%2026-03-312026-04-20

AMAT APPLIED MATLS INC14.3K shares-1.37%2026-03-312026-04-20

PM PHILIP MORRIS INTL INC28.1K shares0.51%2026-03-312026-04-20

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC19.3K shares5.07%2026-03-312026-04-20

DFCF DIMENSIONAL ETF TRUST95.0K shares62.48%2026-03-312026-04-20

Sponsored

ABBV ABBVIE INC17.9K shares-1.15%2026-03-312026-04-20

SUNBELT RENTALS HOLDINGS INC SUNBELT RENTALS HOLDINGS INC57.6K sharesnew addition2026-03-312026-04-20

DFAT DIMENSIONAL ETF TRUST57.8K shares0.00%2026-03-312026-04-20

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW23.3K shares-3.81%2026-03-312026-04-20

AMZN AMAZON COM INC14.5K shares0.95%2026-03-312026-04-20

DFIC DIMENSIONAL ETF TRUST82.2K shares2.88%2026-03-312026-04-20

GAB GABELLI EQUITY TR INC514.2K shares0.00%2026-03-312026-04-20

LINDE PLC LINDE PLC5.4K shares4.11%2026-03-312026-04-20

Sponsored

WMT WALMART INC21.4K shares-1.62%2026-03-312026-04-20

HTD HANCOCK JOHN TAX-ADVANTAGED102.6K shares0.00%2026-03-312026-04-20

CAT CATERPILLAR INC3.5K shares-0.57%2026-03-312026-04-20

GDV GABELLI DIVID & INCOME TR91.2K shares0.00%2026-03-312026-04-20

DFAC DIMENSIONAL ETF TRUST60.0K shares35.80%2026-03-312026-04-20

ICLR ICON PLC20.8K shares10.67%2026-03-312026-04-20

EFA ISHARES TR23.6K shares0.00%2026-03-312026-04-20

DFAE DIMENSIONAL ETF TRUST67.3K shares25.56%2026-03-312026-04-20

Sponsored

IVV ISHARES TR3.4K shares0.62%2026-03-312026-04-20

WTW WILLIS TOWERS WATSON PLC LTD7.6K shares6.73%2026-03-312026-04-20

BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2026-03-312026-04-20

FND FLOOR & DECOR HLDGS INC41.6K shares-7.32%2026-03-312026-04-20

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD43.1K shares-0.60%2026-03-312026-04-20

ETG EATON VANCE TX ADV GLBL DIV92.4K shares0.00%2026-03-312026-04-20

JNJ JOHNSON & JOHNSON7.5K shares1.69%2026-03-312026-04-20

HD HOME DEPOT INC5.5K shares-0.29%2026-03-312026-04-20

Sponsored

LULU LULULEMON ATHLETICA INC11.6K shares-2.14%2026-03-312026-04-20

LLY ELI LILLY & CO1.9K shares-0.77%2026-03-312026-04-20

DINT DAVIS FUNDAMENTAL ETF TR61.5K shares-0.93%2026-03-312026-04-20

GS GOLDMAN SACHS GROUP INC1.9K shares-8.52%2026-03-312026-04-20

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO29.2K shares-41.27%2026-03-312026-04-20

ORLY OREILLY AUTOMOTIVE INC16.3K shares-0.71%2026-03-312026-04-20

IHI ISHARES TR27.0K shares-5.92%2026-03-312026-04-20

VTRS VIATRIS INC106.4K shares-3.52%2026-03-312026-04-20

Sponsored

NVDA NVIDIA CORPORATION8.1K shares0.61%2026-03-312026-04-20

DFEM DIMENSIONAL ETF TRUST39.1K shares2.27%2026-03-312026-04-20

IWR ISHARES TR13.1K shares0.00%2026-03-312026-04-20

AMGN AMGEN INC3.6K shares-0.63%2026-03-312026-04-20

IWD ISHARES TR5.6K shares-0.07%2026-03-312026-04-20

MCD MCDONALDS CORP3.7K shares17.14%2026-03-312026-04-20

ADP AUTOMATIC DATA PROCESSING IN5.6K shares0.00%2026-03-312026-04-20

BLACKROCK INC BLACKROCK INC1.2K shares0.00%2026-03-312026-04-20

Sponsored

SPY STATE STR SPDR S&P 500 ETF T1.7K shares-0.58%2026-03-312026-04-20

BUSA 2023 ETF SERIES TRUST29.8K sharesnew addition2026-03-312026-04-20

PEP PEPSICO INC7.0K shares-1.86%2026-03-312026-04-20

IWM ISHARES TR4.3K shares0.00%2026-03-312026-04-20

IDE VOYA INFRASTRUCTURE INDLS &84.2K shares0.00%2026-03-312026-04-20

NEAR ISHARES U S ETF TR19.3K shares-5.83%2026-03-312026-04-20

DUSB DIMENSIONAL ETF TRUST19.0K shares32.73%2026-03-312026-04-20

AOD ABRDN TOTAL DYNAMIC DIVIDEND103.3K shares0.00%2026-03-312026-04-20

Sponsored

COST COSTCO WHOLESALE CORPORATION916 shares-1.08%2026-03-312026-04-20

USA LIBERTY ALL STAR EQUITY FD158.6K shares0.00%2026-03-312026-04-20

NSC NORFOLK SOUTHN CORP2.9K shares0.00%2026-03-312026-04-20

TSCO TRACTOR SUPPLY CO17.7K shares-0.52%2026-03-312026-04-20

META META PLATFORMS INC1.4K shares20.07%2026-03-312026-04-20

BRO BROWN & BROWN INC11.0K shares-2.30%2026-03-312026-04-20

IEFA ISHARES TR7.8K shares-0.82%2026-03-312026-04-20

PG PROCTER & GAMBLE CO4.9K shares-11.74%2026-03-312026-04-20

Sponsored

TROW PRICE T ROWE GROUP INC7.6K sharesnew addition2026-03-312026-04-20

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.5K shares1.20%2026-03-312026-04-20

TOWN TOWNEBANK PORTSMOUTH VA19.3K sharesnew addition2026-03-312026-04-20

ES EVERSOURCE ENERGY9.3K shares1.28%2026-03-312026-04-20

SYK STRYKER CORPORATION1.9K shares-1.11%2026-03-312026-04-20

IJR ISHARES TR4.9K shares-0.10%2026-03-312026-04-20

BKNG BOOKING HOLDINGS INC145 shares0.00%2026-03-312026-04-20

EVT EATON VANCE TAX ADVT DIV INC24.6K shares0.00%2026-03-312026-04-20

Sponsored

VWO VANGUARD INTL EQUITY INDEX F11.1K shares0.00%2026-03-312026-04-20

NTRS NORTHERN TR CORP4.3K shares0.00%2026-03-312026-04-20

EMR EMERSON ELEC CO4.4K shares0.02%2026-03-312026-04-20

TFC TRUIST FINL CORP12.4K shares0.00%2026-03-312026-04-20

DXUV DIMENSIONAL ETF TRUST9.3K shares54.97%2026-03-312026-04-20

HPS HANCOCK JOHN PFD INCOME FD I38.6K shares0.00%2026-03-312026-04-20

GGT GABELLI MULTIMEDIA TR INC134.9K shares0.00%2026-03-312026-04-20

IEMG ISHARES INC7.6K shares-2.10%2026-03-312026-04-20

Sponsored

CMI CUMMINS INC963 shares0.00%2026-03-312026-04-20

VO VANGUARD INDEX FDS1.8K shares0.00%2026-03-312026-04-20

KO COCA COLA CO6.8K shares2.35%2026-03-312026-04-20

DFGR DIMENSIONAL ETF TRUST19.3K shares34.83%2026-03-312026-04-20

SHY ISHARES TR6.2K shares0.00%2026-03-312026-04-20

FNB F N B CORP30.0K shares0.00%2026-03-312026-04-20

IJH ISHARES TR7.4K shares0.53%2026-03-312026-04-20

JPC NUVEEN PFD & INCOME OPPORTUN65.6K shares0.00%2026-03-312026-04-20

Sponsored

PFE PFIZER INC17.4K shares-2.01%2026-03-312026-04-20

SCHO SCHWAB STRATEGIC TR20.1K shares-12.53%2026-03-312026-04-20

AJG GALLAGHER ARTHUR J & CO2.2K shares-3.36%2026-03-312026-04-20

ICE INTERCONTINENTAL EXCHANGE IN2.9K sharesnew addition2026-03-312026-04-20

LMT LOCKHEED MARTIN CORP743 sharesnew addition2026-03-312026-04-20

QDF FLEXSHARES TR5.6K shares0.00%2026-03-312026-04-20

DFUV DIMENSIONAL ETF TRUST9.0K shares0.00%2026-03-312026-04-20

ITOT ISHARES TR3.0K shares0.20%2026-03-312026-04-20

Sponsored

HII HUNTINGTON INGALLS INDS INC1.1K shares-9.07%2026-03-312026-04-20

GEV GE VERNOVA INC480 shares19.11%2026-03-312026-04-20

PSX PHILLIPS 662.3K shares13.21%2026-03-312026-04-20

UNP UNION PAC CORP1.7K shares0.00%2026-03-312026-04-20

VMO INVESCO MUN OPPORTUNIT TR43.0K shares0.00%2026-03-312026-04-20

TGT TARGET CORP3.3K shares-3.71%2026-03-312026-04-20

SO SOUTHERN CO4.0K shares2.55%2026-03-312026-04-20

MOO VANECK ETF TRUST4.6K shares0.00%2026-03-312026-04-20

Sponsored

NTR NUTRIEN LTD5.0K shares-9.50%2026-03-312026-04-20

TRV TRAVELERS COMPANIES INC1.3K shares0.00%2026-03-312026-04-20

GLU GABELLI GLOBAL UTIL & INCOME19.3K shares0.00%2026-03-312026-04-20

BROADCOM INC BROADCOM INC1.2K shares1.71%2026-03-312026-04-20

VB VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-04-20

ALC ALCON AG4.7K sharesnew addition2026-03-312026-04-20

ROK ROCKWELL AUTOMATION INC981 shares0.00%2026-03-312026-04-20

CSX CSX CORP8.5K shares0.00%2026-03-312026-04-20

Sponsored

NKE NIKE INC6.4K shares0.00%2026-03-312026-04-20

GGN GAMCO GLOBAL GOLD NAT RES &63.2K shares0.00%2026-03-312026-04-20

NOC NORTHROP GRUMMAN CORP476 shares0.00%2026-03-312026-04-20

BMEZ BLACKROCK HEALTH SCIENCES TE22.4K shares0.00%2026-03-312026-04-20

NUE NUCOR CORP1.9K shares0.00%2026-03-312026-04-20

UTF COHEN & STEERS INFRASTRUCTUR12.1K shares0.00%2026-03-312026-04-20

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.7K shares0.00%2026-03-312026-04-20

EEM ISHARES TR5.5K shares0.00%2026-03-312026-04-20

Sponsored

ISHARES GOLD TR ISHARES GOLD TR3.5K shares-3.93%2026-03-312026-04-20

TRMB TRIMBLE INC4.6K shares0.00%2026-03-312026-04-20

PHYS SPROTT ASSET MANAGEMENT LP8.3K shares-26.27%2026-03-312026-04-20

BTI BRITISH AMERN TOB PLC5.0K shares0.00%2026-03-312026-04-20

LAM RESEARCH CORP LAM RESEARCH CORP1.3K shares2.14%2026-03-312026-04-20

IQDF FLEXSHARES TR8.9K shares0.00%2026-03-312026-04-20

EME EMCOR GROUP INC378 shares-17.11%2026-03-312026-04-20

CSQ CALAMOS STRATEGIC TOTAL RETU16.2K shares0.00%2026-03-312026-04-20

Sponsored

FINS ANGEL OAK FINL STRATEGIES IN21.7K shares0.00%2026-03-312026-04-20

IWN ISHARES TR1.4K shares0.00%2026-03-312026-04-20

TSLA TESLA INC706 shares25.18%2026-03-312026-04-20

CL COLGATE PALMOLIVE CO3.0K shares-0.10%2026-03-312026-04-20

LH LABCORP HOLDINGS INC949 shares0.00%2026-03-312026-04-20

VIG VANGUARD SPECIALIZED FUNDS1.1K shares0.00%2026-03-312026-04-20

IGR CBRE GBL REAL ESTATE INC FD54.9K shares0.00%2026-03-312026-04-20

GM GENERAL MTRS CO3.2K shares0.00%2026-03-312026-04-20

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS391 shares9.22%2026-03-312026-04-20

AXP AMERICAN EXPRESS CO769 shares0.00%2026-03-312026-04-20

CEG CONSTELLATION ENERGY CORP801 shares0.00%2026-03-312026-04-20

HQL ABRDN LIFE SCIENCES INVESTOR13.2K shares0.00%2026-03-312026-04-20

GHC GRAHAM HLDGS CO200 shares0.00%2026-03-312026-04-20

SPE SPECIAL OPPORTUNITIES FD INC15.3K shares3.23%2026-03-312026-04-20

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP610 shares0.00%2026-03-312026-04-20

EATON CORP PLC EATON CORP PLC584 sharesnew addition2026-03-312026-04-20

Sponsored

ABRDN GLOBAL PREMIER PPTYS F ABRDN GLOBAL PREMIER PPTYS F18.9K sharesnew addition2026-03-312026-04-20

GE AEROSPACE GE AEROSPACE722 sharesnew addition2026-03-312026-04-20

GLW CORNING INC1.5K sharesnew addition2026-03-312026-04-20

UNILEVER PLC UNILEVER PLC3.6K shares0.00%2026-03-312026-04-20

INTU INTUIT466 shares0.00%2026-03-312026-04-20

HPF HANCOCK JOHN PFD INCOME FD I10.9K shares0.00%2026-03-312026-04-20

NRO NEUBERGER R/EST SECS INC FD56.1K shares0.00%2026-03-312026-04-20

THW ABRDN WORLD HEALTHCARE FUND13.5K shares0.00%2026-03-312026-04-20

Sponsored

BCX BLACKROCK RES & COMMODITIES11.7K shares0.00%2026-03-312026-04-20

IQI INVESCO QUALITY MUN INCOME T10.5K shares0.00%2026-03-312026-04-20

PCF HIGH INCOME SECS FD17.6K sharesnew addition2026-03-312026-04-20

BDJ BLACKROCK ENHANCED EQUITY DI10.5K shares0.00%2026-03-312026-04-20

FTF FRANKLIN LTD DURATION INCOME10.0K shares0.00%2026-03-312026-04-20

IGD VOYA GLBL EQTY DIV & PREM OP10.0K shares0.00%2026-03-312026-04-20

GABELLI EQUITY TR INC GABELLI EQUITY TR INC514.2K sharesnew addition2026-03-312026-04-20

BERKSHIRE HATHAWAY INC DEL

-0.14%

Shares65.4K

Event2026-03-31

Filed2026-04-20

SCHW

SCHWAB CHARLES CORP

-0.67%

Shares214.7K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

0.15%

Shares76.8K

Event2026-03-31

Filed2026-04-20

DFAU

DIMENSIONAL ETF TRUST

21.33%

Shares402.3K

Event2026-03-31

Filed2026-04-20

BAC

BANK AMERICA CORP

-0.51%

Shares369.6K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

-25.57%

Shares59.5K

Event2026-03-31

Filed2026-04-20

HCA

HCA HEALTHCARE INC

-0.95%

Shares34.9K

Event2026-03-31

Filed2026-04-20

DLTR

DOLLAR TREE INC

-3.91%

Shares149.2K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

3.88%

Shares42.5K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

-18.55%

Shares53.8K

Event2026-03-31

Filed2026-04-20

LOW

LOWES COS INC

1.05%

Shares65.4K

Event2026-03-31

Filed2026-04-20

JPM

JPMORGAN CHASE & CO

-0.87%

Shares50.8K

Event2026-03-31

Filed2026-04-20

CVX

CHEVRON CORPORATION

-0.35%

Shares68.1K

Event2026-03-31

Filed2026-04-20

NEM

NEWMONT CORP

-14.45%

Shares123.0K

Event2026-03-31

Filed2026-04-20

BROOKFIELD CORP

-0.89%

Shares320.7K

Event2026-03-31

Filed2026-04-20

DFAX

DIMENSIONAL ETF TRUST

4.07%

Shares377.8K

Event2026-03-31

Filed2026-04-20

RTX

RTX CORPORATION

-12.26%

Shares63.2K

Event2026-03-31

Filed2026-04-20

MKL

MARKEL GROUP INC

-0.95%

Shares6.2K

Event2026-03-31

Filed2026-04-20

NVS

NOVARTIS AG

-1.64%

Shares75.3K

Event2026-03-31

Filed2026-04-20

CSCO

CISCO SYS INC

-2.57%

Shares143.0K

Event2026-03-31

Filed2026-04-20

TJX

TJX COS INC NEW

0.32%

Shares64.4K

Event2026-03-31

Filed2026-04-20

HON

HONEYWELL INTL INC

0.30%

Shares45.0K

Event2026-03-31

Filed2026-04-20

SLB

SLB LIMITED

-1.24%

Shares197.4K

Event2026-03-31

Filed2026-04-20

ADI

ANALOG DEVICES INC

-1.16%

Shares31.3K

Event2026-03-31

Filed2026-04-20

MASTERCARD INCORPORATED

0.33%

Shares19.6K

Event2026-03-31

Filed2026-04-20

MERCK & CO INC

-0.74%

Shares79.3K

Event2026-03-31

Filed2026-04-20

SONY

SONY GROUP CORP

3.46%

Shares454.3K

Event2026-03-31

Filed2026-04-20

DHR

DANAHER CORP DEL

0.11%

Shares47.1K

Event2026-03-31

Filed2026-04-20

DIS

DISNEY WALT CO

24.77%

Shares91.2K

Event2026-03-31

Filed2026-04-20

ROYAL BK CDA

0.00%

Shares53.9K

Event2026-03-31

Filed2026-04-20

VISA INC

2.69%

Shares28.5K

Event2026-03-31

Filed2026-04-20

UNH

UNITEDHEALTH GROUP INC

0.06%

Shares31.4K

Event2026-03-31

Filed2026-04-20

MET

METLIFE INC

2.56%

Shares117.3K

Event2026-03-31

Filed2026-04-20

IVZ

INVESCO LTD

-2.31%

Shares338.8K

Event2026-03-31

Filed2026-04-20

DFSD

DIMENSIONAL ETF TRUST

46.18%

Shares166.2K

Event2026-03-31

Filed2026-04-20

ABT

ABBOTT LABORATORIES

-0.43%

Shares76.7K

Event2026-03-31

Filed2026-04-20

QCOM

QUALCOMM INC

14.23%

Shares57.8K

Event2026-03-31

Filed2026-04-20

VSH

VISHAY INTERTECHNOLOGY INC

0.88%

Shares413.7K

Event2026-03-31

Filed2026-04-20

AON PLC

1.69%

Shares22.9K

Event2026-03-31

Filed2026-04-20

BOEING CO

3.27%

Shares36.5K

Event2026-03-31

Filed2026-04-20

UPS

UNITED PARCEL SVCS INC

2.30%

Shares73.6K

Event2026-03-31

Filed2026-04-20

DEO

DIAGEO PLC

47.24%

Shares95.4K

Event2026-03-31

Filed2026-04-20

AGILENT TECHNOLOGIES INC

12.55%

Shares60.3K

Event2026-03-31

Filed2026-04-20

TMO

THERMO FISHER SCIENTIFIC INC

3.41%

Shares13.9K

Event2026-03-31

Filed2026-04-20

XOM

EXXON MOBIL CORP

-2.11%

Shares39.5K

Event2026-03-31

Filed2026-04-20

FIRST CTZNS BANCSHARES INC D

5.03%

Shares3.5K

Event2026-03-31

Filed2026-04-20

DFAI

DIMENSIONAL ETF TRUST

16.35%

Shares147.3K

Event2026-03-31

Filed2026-04-20

MOS

MOSAIC CO

12.79%

Shares215.2K

Event2026-03-31

Filed2026-04-20

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-0.61%

Shares15.9K

Event2026-03-31

Filed2026-04-20

MCO

MOODYS CORP

3.08%

Shares11.8K

Event2026-03-31

Filed2026-04-20

ZBH

ZIMMER BIOMET HOLDINGS INC

8.19%

Shares56.9K

Event2026-03-31

Filed2026-04-20

LEN

LENNAR CORP

518.93%

Shares56.6K

Event2026-03-31

Filed2026-04-20

AMAT

APPLIED MATLS INC

-1.37%

Shares14.3K

Event2026-03-31

Filed2026-04-20

PHILIP MORRIS INTL INC

0.51%

Shares28.1K

Event2026-03-31

Filed2026-04-20

FERGUSON ENTERPRISES INC

5.07%

Shares19.3K

Event2026-03-31

Filed2026-04-20

DFCF

DIMENSIONAL ETF TRUST

62.48%

Shares95.0K

Event2026-03-31

Filed2026-04-20

ABBV

ABBVIE INC

-1.15%

Shares17.9K

Event2026-03-31

Filed2026-04-20

SUNBELT RENTALS HOLDINGS INC

New

Shares57.6K

Event2026-03-31

Filed2026-04-20

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares57.8K

Event2026-03-31

Filed2026-04-20

DUKE ENERGY CORP NEW

-3.81%

Shares23.3K

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON COM INC

0.95%

Shares14.5K

Event2026-03-31

Filed2026-04-20

DFIC

DIMENSIONAL ETF TRUST

2.88%

Shares82.2K

Event2026-03-31

Filed2026-04-20

GAB

GABELLI EQUITY TR INC

0.00%

Shares514.2K

Event2026-03-31

Filed2026-04-20

LINDE PLC

4.11%

Shares5.4K

Event2026-03-31

Filed2026-04-20

WMT

WALMART INC

-1.62%

Shares21.4K

Event2026-03-31

Filed2026-04-20

HTD

HANCOCK JOHN TAX-ADVANTAGED

0.00%

Shares102.6K

Event2026-03-31

Filed2026-04-20

CAT

CATERPILLAR INC

-0.57%

Shares3.5K

Event2026-03-31

Filed2026-04-20

GDV

GABELLI DIVID & INCOME TR

0.00%

Shares91.2K

Event2026-03-31

Filed2026-04-20

DFAC

DIMENSIONAL ETF TRUST

35.80%

Shares60.0K

Event2026-03-31

Filed2026-04-20

ICLR

ICON PLC

10.67%

Shares20.8K

Event2026-03-31

Filed2026-04-20

EFA

ISHARES TR

0.00%

Shares23.6K

Event2026-03-31

Filed2026-04-20

DFAE

DIMENSIONAL ETF TRUST

25.56%

Shares67.3K

Event2026-03-31

Filed2026-04-20

IVV

ISHARES TR

0.62%

Shares3.4K

Event2026-03-31

Filed2026-04-20

WTW

WILLIS TOWERS WATSON PLC LTD

6.73%

Shares7.6K

Event2026-03-31

Filed2026-04-20

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3

Event2026-03-31

Filed2026-04-20

FND

FLOOR & DECOR HLDGS INC

-7.32%

Shares41.6K

Event2026-03-31

Filed2026-04-20

BROOKFIELD ASSET MANAGMT LTD

-0.60%

Shares43.1K

Event2026-03-31

Filed2026-04-20

ETG

EATON VANCE TX ADV GLBL DIV

0.00%

Shares92.4K

Event2026-03-31

Filed2026-04-20

JNJ

JOHNSON & JOHNSON

1.69%

Shares7.5K

Event2026-03-31

Filed2026-04-20

HOME DEPOT INC

-0.29%

Shares5.5K

Event2026-03-31

Filed2026-04-20

LULU

LULULEMON ATHLETICA INC

-2.14%

Shares11.6K

Event2026-03-31

Filed2026-04-20

LLY

ELI LILLY & CO

-0.77%

Shares1.9K

Event2026-03-31

Filed2026-04-20

DINT

DAVIS FUNDAMENTAL ETF TR

-0.93%

Shares61.5K

Event2026-03-31

Filed2026-04-20

GOLDMAN SACHS GROUP INC

-8.52%

Shares1.9K

Event2026-03-31

Filed2026-04-20

PROFESIONALLY MANAGED PORTFO

-41.27%

Shares29.2K

Event2026-03-31

Filed2026-04-20

ORLY

OREILLY AUTOMOTIVE INC

-0.71%

Shares16.3K

Event2026-03-31

Filed2026-04-20

IHI

ISHARES TR

-5.92%

Shares27.0K

Event2026-03-31

Filed2026-04-20

VTRS

VIATRIS INC

-3.52%

Shares106.4K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION

0.61%

Shares8.1K

Event2026-03-31

Filed2026-04-20

DFEM

DIMENSIONAL ETF TRUST

2.27%

Shares39.1K

Event2026-03-31

Filed2026-04-20

IWR

ISHARES TR

0.00%

Shares13.1K

Event2026-03-31

Filed2026-04-20

AMGN

AMGEN INC

-0.63%

Shares3.6K

Event2026-03-31

Filed2026-04-20

IWD

ISHARES TR

-0.07%

Shares5.6K

Event2026-03-31

Filed2026-04-20

MCD

MCDONALDS CORP

17.14%

Shares3.7K

Event2026-03-31

Filed2026-04-20

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-20

BLACKROCK INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-20

SPY

STATE STR SPDR S&P 500 ETF T

-0.58%

Shares1.7K

Event2026-03-31

Filed2026-04-20

BUSA

2023 ETF SERIES TRUST

New

Shares29.8K

Event2026-03-31

Filed2026-04-20

PEP

PEPSICO INC

-1.86%

Shares7.0K

Event2026-03-31

Filed2026-04-20

IWM

ISHARES TR

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-20

IDE

VOYA INFRASTRUCTURE INDLS &

0.00%

Shares84.2K

Event2026-03-31

Filed2026-04-20

NEAR

ISHARES U S ETF TR

-5.83%

Shares19.3K

Event2026-03-31

Filed2026-04-20

DUSB

DIMENSIONAL ETF TRUST

32.73%

Shares19.0K

Event2026-03-31

Filed2026-04-20

AOD

ABRDN TOTAL DYNAMIC DIVIDEND

0.00%

Shares103.3K

Event2026-03-31

Filed2026-04-20

COST

COSTCO WHOLESALE CORPORATION

-1.08%

Shares916

Event2026-03-31

Filed2026-04-20

USA

LIBERTY ALL STAR EQUITY FD

0.00%

Shares158.6K

Event2026-03-31

Filed2026-04-20

NSC

NORFOLK SOUTHN CORP

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-20

TSCO

TRACTOR SUPPLY CO

-0.52%

Shares17.7K

Event2026-03-31

Filed2026-04-20