Chief Compliance Officer

0001398344-22-002295.txt : 20220208 0001398344-22-002295.hdr.sgml : 20220208 20220207181301 ACCESSION NUMBER: 0001398344-22-002295 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220208 DATE AS OF CHANGE: 20220207 EFFECTIVENESS DATE: 20220208 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: 22598766 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 12-31-2021 12-31-2021 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 02-07-2022 0 176 534515 INFORMATION TABLE 2 fp0072167_13fhr-table.xml 13F INFORMATION TABLE ABBOTT LABS COM 002824100 9147 64989 SH SOLE 64989 0 0 ABBVIE INC COM 00287Y109 2772 20469 SH SOLE 20469 0 0 ABERDEEN GLOBAL PREMIER PPTY COM SH BEN INT 00302L108 388 56692 SH SOLE 56692 0 0 ABERDEEN TOTAL DYNAMIC DIVD COM SH BEN INT 00326L100 1056 103295 SH SOLE 103295 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 301 725 SH SOLE 725 0 0 AIR PRODS & CHEMS INC COM 009158106 1355 4454 SH SOLE 4454 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1145 9637 SH SOLE 9637 0 0 ALPHABET INC CAP STK CL C 02079K107 8782 3035 SH SOLE 3035 0 0 ALPHABET INC CAP STK CL A 02079K305 11081 3825 SH SOLE 3825 0 0 AMAZON COM INC COM 023135106 500 150 SH SOLE 150 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 323 5684 SH SOLE 5684 0 0 AMGEN INC COM 031162100 418 1858 SH SOLE 1858 0 0 ANALOG DEVICES INC COM 032654105 1664 9465 SH SOLE 9465 0 0 AON PLC SHS CL A G0403H108 5712 19006 SH SOLE 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