Live Oak Private Wealth LLC
Source: SEC Form 13F · as of Mar 2026Live Oak Private Wealth LLC holds 14 biotech & pharma companies tracked by BioSniper, totaling $60.4M in value as of Mar 2026 (SEC Form 13F).
Companies held
14
Total value held
$60.4M
| Company | Shares | Value |
|---|---|---|
| NVSNovartis AG | 75,338 | $11.5M |
| MRKMerck & Co., Inc. | 79,338 | $9.5M |
| UNHUnitedHealth Group Incorporated Common Stock (DE) | 31,416 | $8.5M |
| ABTABBOTT LABORATORIES | 76,739 | $7.9M |
| ZBHZimmer Biomet Holdings Inc. | 56,915 | $5.1M |
| PMPhilip Morris International Inc | 28,092 | $4.6M |
| ABBVAbbVie Inc. | 17,877 | $3.9M |
| ICLRICON plc | 20,822 | $2.3M |
| JNJJOHNSON & JOHNSON | 7,465 | $1.8M |
| LLYELI LILLY & Co | 1,926 | $1.8M |
| VTRSViatris Inc | 106,416 | $1.4M |
| AMGNAMGEN INC | 3,612 | $1.3M |
| PFEPFIZER INC | 17,394 | $488K |
| GMOptec International, Inc. | 3,220 | $240K |
13F holdings reflect long positions in U.S.-listed securities as reported to the SEC. Values are point-in-time for the most recent reported quarter.