Chief Compliance Officer

0001398344-24-001272.txt : 20240129 0001398344-24-001272.hdr.sgml : 20240129 20240129165150 ACCESSION NUMBER: 0001398344-24-001272 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240129 DATE AS OF CHANGE: 20240129 EFFECTIVENESS DATE: 20240129 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Live Oak Private Wealth LLC CENTRAL INDEX KEY: 0001799877 ORGANIZATION NAME: 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: 24574359 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 12-31-2023 12-31-2023 false Live Oak Private Wealth LLC

1741 TIBURON DRIVE WILMINGTON NC 28403

13F HOLDINGS REPORT 028-19936 000297904 801-113818 N Terry Webb Sapp Chief Compliance Officer 252-822-7149 /s/ Terry Webb Sapp Rocky Mount NC 01-29-2024 0 169 532102922 INFORMATION TABLE 2 fp0086538-1_13fhr-table.xml ABBOTT LABS COM 002824100 8742829 79430 SH SOLE 79430 0 0 ABBVIE INC COM 00287Y109 3051669 19692 SH SOLE 19692 0 0 ABRDN GLOBAL PREMIER PPTYS F COM SH BEN INT 00302L108 219965 56692 SH SOLE 56692 0 0 ABRDN LIFE SCIENCES INVESTOR SH BEN INT 87911K100 192757 14321 SH SOLE 14321 0 0 ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT 00326L100 832558 103295 SH SOLE 103295 0 0 ABRDN WORLD HEALTHCARE FUND BEN INT SHS 87911L108 158012 13540 SH SOLE 13540 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 313363 893 SH SOLE 893 0 0 ADOBE INC COM 00724F101 292334 490 SH SOLE 490 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 5851634 42089 SH SOLE 42089 0 0 ALPHABET INC CAP STK CL C 02079K107 13496443 95767 SH SOLE 95767 0 0 ALPHABET INC CAP STK CL A 02079K305 11062750 79195 SH SOLE 79195 0 0 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