0001398344-23-019585.txt : 20231023 0001398344-23-019585.hdr.sgml : 20231023 20231023140533 ACCESSION NUMBER: 0001398344-23-019585 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231023 DATE AS OF CHANGE: 20231023 EFFECTIVENESS DATE: 20231023 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: 231339706 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 X0202 13F-HR LIVE false false false 0001799877 XXXXXXXX 09-30-2023 09-30-2023 false Live Oak Private Wealth LLC

1741 TIBURON DRIVE WILMINGTON NC 28403

13F HOLDINGS REPORT 028-19936 000297904 801-113818 N Terry Webb Sapp 252-822-7149 /s/ Terry Webb Sapp Rocky Mount NC 10-23-2023 0 160 469770805 INFORMATION TABLE 2 fp0085542-1_13fhr-table.xml ABBOTT LABS COM 002824100 7437437 76793 SH SOLE 76793 0 0 ABBVIE INC COM 00287Y109 2972256 19940 SH SOLE 19940 0 0 ABRDN GLOBAL PREMIER PPTYS F COM SH BEN INT 00302L108 206359 56692 SH SOLE 56692 0 0 ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT 00326L100 780910 103295 SH SOLE 103295 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 279163 909 SH SOLE 909 0 0 ACTIVISION BLIZZARD INC COM 00507V109 1195281 12766 SH SOLE 12766 0 0 ADOBE INC COM 00724F101 249851 490 SH SOLE 490 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 4791934 42854 SH SOLE 42854 0 0 ALPHABET INC CAP STK CL C 02079K107 12797757 97063 SH SOLE 97063 0 0 ALPHABET INC CAP STK CL A 02079K305 10492747 80183 SH SOLE 80183 0 0 AMAZON COM INC COM 023135106 1335650 10507 SH SOLE 10507 0 0 AMGEN INC COM 031162100 999787 3720 SH SOLE 3720 0 0 ANALOG 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