0001398344-21-010213.txt : 20210511 0001398344-21-010213.hdr.sgml : 20210511 20210511112220 ACCESSION NUMBER: 0001398344-21-010213 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210511 DATE AS OF CHANGE: 20210511 EFFECTIVENESS DATE: 20210511 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Live Oak Private Wealth LLC CENTRAL INDEX KEY: 0001799877 IRS NUMBER: 830889406 STATE OF INCORPORATION: NC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19936 FILM NUMBER: 21910209 BUSINESS ADDRESS: STREET 1: 1741 TIBURON DRIVE CITY: WILMINGTON STATE: NC ZIP: 28403 BUSINESS PHONE: 844.469.5679 MAIL ADDRESS: STREET 1: 1741 TIBURON DRIVE CITY: WILMINGTON STATE: NC ZIP: 28403 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001799877 XXXXXXXX 03-31-2021 03-31-2021 false Live Oak Private Wealth LLC

1741 TIBURON DRIVE WILMINGTON NC 28403

13F HOLDINGS REPORT 028-19936 N Susan N. Janson 844-469-5679 /s/ Susan N. Janson Wilmington NC 04-21-2021 0 158 407464 INFORMATION TABLE 2 fp0064313_13fhr-table.xml 13F INFORMATION TABLE ABBOTT LABS COM 002824100 7313 61026 SH SOLE 61026 0 0 ABBVIE INC COM 00287Y109 1917 17712 SH SOLE 17712 0 0 ABERDEEN GLOBAL PREMIER PPTY COM SH BEN INT 00302L108 337 56692 SH SOLE 56692 0 0 ABERDEEN TOTAL DYNAMIC DIVD COM SH BEN INT 00326L100 984 103295 SH SOLE 103295 0 0 AIR PRODS & CHEMS INC COM 009158106 888 3156 SH SOLE 3156 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1468 6475 SH SOLE 6475 0 0 ALPHABET INC CAP STK CL A 02079K305 8128 3941 SH SOLE 3941 0 0 ALPHABET INC CAP STK CL C 02079K107 6214 3004 SH SOLE 3004 0 0 AMAZON COM INC COM 023135106 251 81 SH SOLE 81 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 309 6684 SH SOLE 6684 0 0 AMGEN INC COM 031162100 456 1832 SH SOLE 1832 0 0 ANALOG DEVICES INC COM 032654105 1008 6499 SH SOLE 6499 0 0 AON PLC SHS CL A G0403H108 2903 12615 SH SOLE 12615 0 0 APPLE INC COM 037833100 8939 73178 SH SOLE 73178 0 0 APPLIED MATLS 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