0001398344-20-009780.txt : 20200511 0001398344-20-009780.hdr.sgml : 20200511 20200511115558 ACCESSION NUMBER: 0001398344-20-009780 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200511 DATE AS OF CHANGE: 20200511 EFFECTIVENESS DATE: 20200511 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: 20863574 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 03-31-2020 03-31-2020 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 05-11-2020 0 75 97511 INFORMATION TABLE 2 fp0052725_13fhr-table.xml 13F INFORMATION TABLE ABBOTT LABS COM 002824100 3055 38718 SH SOLE 38718 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 728 3741 SH SOLE 3741 0 0 ALPHABET INC CAP STK CL C 02079K107 3793 3262 SH SOLE 3262 0 0 ALPHABET INC CAP STK CL A 02079K305 860 740 SH SOLE 740 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 220 9053 SH SOLE 9053 0 0 AMGEN INC COM 031162100 396 1953 SH SOLE 1953 0 0 ANALOG DEVICES INC COM 032654105 313 3493 SH SOLE 3493 0 0 ANTHEM INC COM 036752103 595 2620 SH SOLE 2620 0 0 AON PLC SHS CL A G0408V102 1680 10177 SH SOLE 10177 0 0 APPLE INC COM 037833100 3040 11955 SH SOLE 11955 0 0 AXALTA COATING SYS LTD COM G0750C108 1284 74342 SH SOLE 74342 0 0 BAIDU INC SPON ADR REP A 056752108 231 2292 SH SOLE 2292 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7660 41896 SH SOLE 41896 0 0 BK OF AMERICA CORP COM 060505104 3534 166439 SH SOLE 166439 0 0 BOEING CO COM 097023105 218 1465 SH SOLE 1465 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 402 7213 SH SOLE 7213 0 0 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 1961 44318 SH SOLE 44318 0 0 CARMAX INC COM 143130102 2381 44234 SH SOLE 44234 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 3689 8455 SH SOLE 8455 0 0 CHEVRON CORP NEW COM 166764100 325 4480 SH SOLE 4480 0 0 CISCO SYS INC COM 17275R102 722 18366 SH SOLE 18366 0 0 CITIGROUP INC COM NEW 172967424 555 13177 SH SOLE 13177 0 0 COCA COLA CO COM 191216100 1115 25196 SH SOLE 25196 0 0 COMCAST CORP NEW CL A 20030N101 635 18478 SH SOLE 18478 0 0 CVS HEALTH CORP COM 126650100 3318 55929 SH SOLE 55929 0 0 DANAHER CORPORATION COM 235851102 345 2494 SH SOLE 2494 0 0 DAVIS FUNDAMENTAL ETF TR SELCT INTL ETF 23908L405 199 13329 SH SOLE 13329 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 334 11721 SH SOLE 11721 0 0 DISNEY WALT CO COM DISNEY 254687106 3711 38417 SH SOLE 38417 0 0 DOLLAR TREE INC COM 256746108 2800 38105 SH SOLE 38105 0 0 EXXON MOBIL CORP COM 30231G102 375 9885 SH SOLE 9885 0 0 FACEBOOK INC CL A 30303M102 359 2153 SH SOLE 2153 0 0 FEDEX CORP COM 31428X106 3614 29803 SH SOLE 29803 0 0 FIAT CHRYSLER AUTOMOBILES N SHS N31738102 173 24013 SH SOLE 24013 0 0 FOX CORP CL A COM 35137L105 843 35696 SH SOLE 35696 0 0 GALLAGHER ARTHUR J & CO COM 363576109 251 3083 SH SOLE 3083 0 0 GENERAL ELECTRIC CO COM 369604103 93 11669 SH SOLE 11669 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 303 1958 SH SOLE 1958 0 0 HCA HEALTHCARE INC COM 40412C101 2375 26438 SH SOLE 26438 0 0 HOLLYSYS AUTOMATION TECHNOLO SHS G45667105 180 13943 SH SOLE 13943 0 0 HOME DEPOT INC COM 437076102 347 1861 SH SOLE 1861 0 0 HONEYWELL INTL INC COM 438516106 286 2134 SH SOLE 2134 0 0 INTEL CORP COM 458140100 202 3738 SH SOLE 3738 0 0 ISHARES TR CORE S&P500 ETF 464287200 615 2379 SH SOLE 2379 0 0 JD COM INC SPON ADR CL A 47215P106 355 8776 SH SOLE 8776 0 0 JOHNSON & JOHNSON COM 478160104 416 3170 SH SOLE 3170 0 0 JPMORGAN CHASE & CO COM 46625H100 741 8233 SH SOLE 8233 0 0 LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 306 9672 SH SOLE 9672 0 0 LINDE PLC SHS G5494J103 222 1282 SH SOLE 1282 0 0 LOWES COS INC COM 548661107 751 8727 SH SOLE 8727 0 0 MARKEL CORP COM 570535104 972 1048 SH SOLE 1048 0 0 MASTERCARD INC CL A 57636Q104 3804 15747 SH SOLE 15747 0 0 MEDTRONIC PLC SHS G5960L103 350 3886 SH SOLE 3886 0 0 MERCK & CO. INC COM 58933Y105 239 3112 SH SOLE 3112 0 0 MICROSOFT CORP COM 594918104 6543 41488 SH SOLE 41488 0 0 MOHAWK INDS INC COM 608190104 260 3416 SH SOLE 3416 0 0 MOODYS CORP COM 615369105 407 1923 SH SOLE 1923 0 0 NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 502 4634 SH SOLE 4634 0 0 NOVARTIS A G SPONSORED ADR 66987V109 238 2884 SH SOLE 2884 0 0 OVINTIV INC COM 69047Q102 54 19932 SH SOLE 19932 0 0 PFIZER INC COM 717081103 251 7676 SH SOLE 7676 0 0 PHILIP MORRIS INTL INC COM 718172109 409 5608 SH SOLE 5608 0 0 SCHLUMBERGER LTD COM 806857108 522 38697 SH SOLE 38697 0 0 SCHWAB CHARLES CORP COM 808513105 3223 95862 SH SOLE 95862 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 515 2000 SH SOLE 2000 0 0 TARGET CORP COM 87612E106 294 3161 SH SOLE 3161 0 0 TRUIST FINL CORP COM 89832Q109 233 7565 SH SOLE 7565 0 0 UNITED PARCEL SERVICE INC CL B 911312106 270 2894 SH SOLE 2894 0 0 UNITED TECHNOLOGIES CORP COM 913017109 2069 21935 SH SOLE 21935 0 0 UNITEDHEALTH GROUP INC COM 91324P102 4882 19577 SH SOLE 19577 0 0 VERISIGN INC COM 92343E102 824 4577 SH SOLE 4577 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1401 26076 SH SOLE 26076 0 0 VISA INC COM CL A 92826C839 2649 16441 SH SOLE 16441 0 0 WALMART INC COM 931142103 689 6063 SH SOLE 6063 0 0 WELLS FARGO CO NEW COM 949746101 3005 104693 SH SOLE 104693 0 0