Chief Compliance Officer

0001398344-22-007590.txt : 20220421 0001398344-22-007590.hdr.sgml : 20220421 20220421121002 ACCESSION NUMBER: 0001398344-22-007590 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220421 DATE AS OF CHANGE: 20220421 EFFECTIVENESS DATE: 20220421 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: 22840435 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 03-31-2022 03-31-2022 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 04-21-2022 0 169 516765 INFORMATION TABLE 2 fp0075360_13fhr-table.xml 13F INFORMATION TABLE ABBOTT LABS COM 002824100 8013 67698 SH SOLE 67698 0 0 ABBVIE INC COM 00287Y109 2994 18469 SH SOLE 18469 0 0 ABERDEEN GLOBAL PREMIER PPTY COM SH BEN INT 00302L108 365 56692 SH SOLE 56692 0 0 ABERDEEN TOTAL DYNAMIC DIVD COM SH BEN INT 00326L100 993 103295 SH SOLE 103295 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 258 764 SH SOLE 764 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1783 16385 SH SOLE 16385 0 0 ALPHABET INC CAP STK CL C 02079K107 8449 3025 SH SOLE 3025 0 0 ALPHABET INC CAP STK CL A 02079K305 10764 3870 SH SOLE 3870 0 0 AMAZON COM INC COM 023135106 1095 336 SH SOLE 336 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 357 5684 SH SOLE 5684 0 0 AMGEN INC COM 031162100 395 1635 SH SOLE 1635 0 0 ANALOG DEVICES INC COM 032654105 2244 13587 SH SOLE 13587 0 0 ANGEL OAK FINL STRATEGIES IN COM BEN INT 03464A100 168 10630 SH SOLE 10630 0 0 AON PLC SHS CL A G0403H108 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