Chief Compliance Officer

0001398344-21-015285.txt : 20210802 0001398344-21-015285.hdr.sgml : 20210802 20210802150919 ACCESSION NUMBER: 0001398344-21-015285 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210802 DATE AS OF CHANGE: 20210802 EFFECTIVENESS DATE: 20210802 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: 211135707 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 06-30-2021 06-30-2021 false Live Oak Private Wealth LLC

1741 TIBURON DRIVE WILMINGTON NC 28403

13F HOLDINGS REPORT 028-19936 N Susan N. Janson Chief Compliance Officer 844-469-5679 /s/ Susan N. Janson Wilmington NC 07-29-2021 0 162 453016 INFORMATION TABLE 2 fp0067210_13fhr-table.xml 13F INFORMATION TABLE ABBOTT LABS COM 002824100 7168 61832 SH SOLE 61832 0 0 ABBVIE INC COM 00287Y109 1999 17750 SH SOLE 17750 0 0 ABERDEEN GLOBAL PREMIER PPTY COM SH BEN INT 00302L108 361 56692 SH SOLE 56692 0 0 ABERDEEN TOTAL DYNAMIC DIVD COM SH BEN INT 00326L100 1051 103295 SH SOLE 103295 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 208 705 SH SOLE 705 0 0 AIR PRODS & CHEMS INC COM 009158106 1007 3502 SH SOLE 3502 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1948 8591 SH SOLE 8591 0 0 ALPHABET INC CAP STK CL C 02079K107 7587 3027 SH SOLE 3027 0 0 ALPHABET INC CAP STK CL A 02079K305 9726 3983 SH SOLE 3983 0 0 AMAZON COM INC COM 023135106 382 111 SH SOLE 111 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 318 6684 SH SOLE 6684 0 0 AMGEN INC COM 031162100 461 1892 SH SOLE 1892 0 0 ANALOG DEVICES INC COM 032654105 1283 7451 SH SOLE 7451 0 0 AON PLC SHS CL A G0403H108 4181 17511 SH SOLE 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