0001398344-20-014798.txt : 20200803 0001398344-20-014798.hdr.sgml : 20200803 20200731181557 ACCESSION NUMBER: 0001398344-20-014798 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200803 DATE AS OF CHANGE: 20200731 EFFECTIVENESS DATE: 20200803 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: 201067270 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 06-30-2020 06-30-2020 false Live Oak Private Wealth LLC

1741 TIBURON DRIVE WILMINGTON NC 28403

13F HOLDINGS REPORT 028-19936 N Susan N. Janson 844-469-5679 /s/ Susan N. Janson Wilmington NC 07-31-2020 0 133 275482 INFORMATION TABLE 2 fp0055581_13fhr-table.xml 13F INFORMATION TABLE ABBOTT LABS COM 002824100 5652 61815 SH SOLE 61815 0 0 ABBVIE INC COM 00287Y109 1564 15931 SH SOLE 15931 0 0 ABERDEEN GLOBAL PREMIER PPTY COM SH BEN INT 00302L108 264 56692 SH SOLE 56692 0 0 ABERDEEN TOTAL DYNAMIC DIVD COM SH BEN INT 00326L100 795 103295 SH SOLE 103295 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 804 3726 SH SOLE 3726 0 0 ALPHABET INC CAP STK CL C 02079K107 4662 3298 SH SOLE 3298 0 0 ALPHABET INC CAP STK CL A 02079K305 5461 3851 SH SOLE 3851 0 0 ALTIMMUNE INC COM NEW 02155H200 107 10000 SH SOLE 10000 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 256 8199 SH SOLE 8199 0 0 AMGEN INC COM 031162100 445 1887 SH SOLE 1887 0 0 ANALOG DEVICES INC COM 032654105 426 3476 SH SOLE 3476 0 0 AON PLC SHS CL A G0403H108 2042 10603 SH SOLE 10603 0 0 APPLE INC COM 037833100 7799 21379 SH SOLE 21379 0 0 APPLIED MATLS INC COM 038222105 1718 28425 SH SOLE 28425 0 0 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