0001085146-24-002038.txt : 20240425
0001085146-24-002038.hdr.sgml : 20240425
20240425121835
ACCESSION NUMBER: 0001085146-24-002038
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240425
DATE AS OF CHANGE: 20240425
EFFECTIVENESS DATE: 20240425
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: OAK HILL WEALTH ADVISORS, LLC
CENTRAL INDEX KEY: 0001964849
ORGANIZATION NAME:
IRS NUMBER: 873539594
STATE OF INCORPORATION: VA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-23024
FILM NUMBER: 24874319
BUSINESS ADDRESS:
STREET 1: 19415 DEERFIELD AVE
STREET 2: SUITE 203
CITY: LANSDOWNE
STATE: VA
ZIP: 20176
BUSINESS PHONE: 703-673-7034
MAIL ADDRESS:
STREET 1: 19415 DEERFIELD AVE
STREET 2: SUITE 203
CITY: LANSDOWNE
STATE: VA
ZIP: 20176
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001964849
XXXXXXXX
03-31-2024
03-31-2024
false
OAK HILL WEALTH ADVISORS, LLC
19415 DEERFIELD AVE
SUITE 203
LANSDOWNE
VA
20176
13F HOLDINGS REPORT
028-23024
000318606
801-123308
N
Bonny Brown
Chief Compliance Officer
703-673-7042
/s/Bonny Brown
Lansdowne
VA
04-25-2024
0
107
313510287
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
3M CO
COM
88579Y101
BBG001S5T7X2
414896
3912
SH
Put
SOLE
3217
0
695
ABBOTT LABS
COM
002824100
BBG001S5N9M6
1720554
15138
SH
Put
SOLE
11130
0
4008
ABBVIE INC
COM
00287Y109
BBG0025Y4RZ3
3122089
17145
SH
Put
SOLE
13856
0
3289
ADOBE INC
COM
00724F101
BBG001S5NCQ5
496022
983
SH
Put
SOLE
183
0
800
ADVANCED MICRO DEVICES INC
COM
007903107
BBG001S5NN36
297267
1647
SH
Put
SOLE
847
0
800
AFLAC INC
COM
001055102
BBG001S5NGJ4
1970223
22947
SH
Put
SOLE
22147
0
800
AIR PRODS & CHEMS INC
COM
009158106
BBG001S5NSB6
548499
2264
SH
Put
SOLE
2264
0
0
ALPHABET INC
CAP STK CL A
02079K305
BBG009S39JY5
5695077
37674
SH
Put
SOLE
30974
0
6700
ALPHABET INC
CAP STK CL C
02079K107
BBG009S3NB21
1256914
8214
SH
Put
SOLE
4514
0
3700
ALTRIA GROUP INC
COM
02209S103
BBG001S5T8T5
1408599
32293
SH
Put
SOLE
31043
0
1250
AMAZON COM INC
COM
023135106
BBG001S5PQL7
8224247
45584
SH
Put
SOLE
38384
0
7200
AMER STATES WTR CO
COM
029899101
BBG001S9T5Z6
245616
3400
SH
Put
SOLE
2800
0
600
AMERICAN ELEC PWR CO INC
COM
025537101
BBG001S5NFD2
247103
2870
SH
Put
SOLE
2496
0
374
AMERICAN TOWER CORP NEW
COM
03027X100
BBG001S5NPQ6
276363
1399
SH
Put
SOLE
1399
0
0
AMGEN INC
COM
031162100
BBG001S5NNL6
757038
2663
SH
Put
SOLE
2479
0
184
APPLE INC
COM
037833100
BBG001S5N8V8
10145453
59164
SH
Put
SOLE
50292
0
8872
AT&T INC
COM
00206R102
BBG001S5VWH2
589568
33498
SH
Put
SOLE
33498
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
BBG001S82KF6
1812185
7256
SH
Put
SOLE
5684
0
1572
BANK AMERICA CORP
COM
060505104
BBG001S5P0Y0
254550
6713
SH
Put
SOLE
6713
0
0
BECTON DICKINSON & CO
COM
075887109
BBG001S5P374
1613272
6520
SH
Put
SOLE
4748
0
1772
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
BBG001S90346
1005043
2390
SH
Put
SOLE
2223
0
167
BLACKROCK INC
COM
09247X101
BBG001SDBP55
827037
992
SH
Put
SOLE
942
0
50
BLACKSTONE INC
COM
09260D107
BBG001S7H949
456773
3477
SH
Put
SOLE
2500
0
977
BROADCOM INC
COM
11135F101
BBG00KHY5SY8
465219
351
SH
Put
SOLE
290
0
61
CATERPILLAR INC
COM
149123101
BBG001S5PJ06
695663
1898
SH
Put
SOLE
1560
0
338
CHEVRON CORP NEW
COM
166764100
BBG001S67ZC5
1617223
10239
SH
Put
SOLE
9504
0
735
CISCO SYS INC
COM
17275R102
BBG001S6HC62
552279
11065
SH
Put
SOLE
11065
0
0
CITIGROUP INC
COM NEW
172967424
BBG001S72ZG4
498964
7890
SH
Put
SOLE
6890
0
1000
COCA COLA CO
COM
191216100
BBG001S5SMQ8
824062
13469
SH
Put
SOLE
12669
0
800
COSTCO WHSL CORP NEW
COM
22160K105
BBG001S9KRQ7
684360
934
SH
Put
SOLE
934
0
0
CSX CORP
COM
126408103
BBG001S5Q7Q3
354945
9575
SH
Put
SOLE
9575
0
0
CVS HEALTH CORP
COM
126650100
BBG001S5QBD8
434692
5450
SH
Put
SOLE
4750
0
700
DISNEY WALT CO
COM
254687106
BBG001S5QHF3
315984
2582
SH
Put
SOLE
2582
0
0
DOMINION ENERGY INC
COM
25746U109
BBG001S5QCP3
534920
10875
SH
Put
SOLE
10875
0
0
DOVER CORP
COM
260003108
BBG001S5QL46
265785
1500
SH
Put
SOLE
1500
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
BBG001S5QNR7
226157
2339
SH
Put
SOLE
2339
0
0
EATON CORP PLC
SHS
G29183103
BBG001S5QZ45
406484
1300
SH
Put
SOLE
1300
0
0
ELI LILLY & CO
COM
532457108
BBG001S5STL8
2049032
2634
SH
Put
SOLE
2634
0
0
ELME COMMUNITIES
SH BEN INT
939653101
BBG001S5XJD3
150233
10793
SH
Put
SOLE
10793
0
0
EMERSON ELEC CO
COM
291011104
BBG001S5QVT7
674951
5951
SH
Put
SOLE
5951
0
0
EXXON MOBIL CORP
COM
30231G102
BBG001S69V32
2786115
23969
SH
Put
SOLE
23969
0
0
GALLAGHER ARTHUR J & CO
COM
363576109
BBG001S5NKC2
289863
1159
SH
Put
SOLE
1050
0
109
GENERAL ELECTRIC CO
COM NEW
369604301
BBG001S5PVD5
306947
1749
SH
Put
SOLE
1749
0
0
GENERAL MLS INC
COM
370334104
BBG001S5RKR2
427652
6112
SH
Put
SOLE
6112
0
0
GOLDMAN SACHS GROUP INC
COM
38141G104
BBG001SC07Z6
208845
500
SH
Put
SOLE
400
0
100
HALOZYME THERAPEUTICS INC
COM
40637H109
BBG001SGX585
459684
11300
SH
Put
SOLE
7300
0
4000
HANESBRANDS INC
COM
410345102
BBG001SMCKB8
75400
13000
SH
Put
SOLE
13000
0
0
HOME DEPOT INC
COM
437076102
BBG001S5RTW7
290439
757
SH
Put
SOLE
757
0
0
HONEYWELL INTL INC
COM
438516106
BBG001S5X1N1
298593
1455
SH
Put
SOLE
1455
0
0
HORMEL FOODS CORP
COM
440452100
BBG001S5S0D0
593130
17000
SH
Put
SOLE
17000
0
0
INTEL CORP
COM
458140100
BBG001S5SF65
339311
7682
SH
Put
SOLE
7105
0
577
INTERNATIONAL BUSINESS MACHS
COM
459200101
BBG001S5S399
515359
2699
SH
Put
SOLE
2699
0
0
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
46137V282
BBG00KJR2V68
608775
17300
SH
Put
SOLE
17300
0
0
ISHARES INC
CORE MSCI EMKT
46434G103
BBG003HC3DG9
201240
3900
SH
Put
SOLE
3900
0
0
ISHARES TR
CORE S&P500 ETF
464287200
BBG001SFB7R6
276534
526
SH
Put
SOLE
526
0
0
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
BBG00GP26NW0
434375
8610
SH
Put
SOLE
8610
0
0
JOHNSON & JOHNSON
COM
478160104
BBG001S5SHQ9
2821162
17834
SH
Put
SOLE
16592
0
1242
JPMORGAN CHASE & CO
COM
46625H100
BBG001S8CRC3
2317384
11570
SH
Put
SOLE
11070
0
500
KINDER MORGAN INC DEL
COM
49456B101
BBG001TG2YZ5
186279
10157
SH
Put
SOLE
7157
0
3000
L3HARRIS TECHNOLOGIES INC
COM
502431109
BBG001S5S0N9
1098061
5153
SH
Put
SOLE
5153
0
0
LOWES COS INC
COM
548661107
BBG001S5SVL3
431767
1695
SH
Put
SOLE
1695
0
0
MCDONALDS CORP
COM
580135101
BBG001S5T110
696496
2470
SH
Put
SOLE
2270
0
200
MERCK & CO INC
COM
58933Y105
BBG001S5TC52
264824
2007
SH
Put
SOLE
2007
0
0
MICROCHIP TECHNOLOGY INC.
COM
595017104
BBG001S787B5
218892
2440
SH
Put
SOLE
2440
0
0
MICROSOFT CORP
COM
594918104
BBG001S5TD05
9898338
23518
SH
Put
SOLE
21273
0
2245
NEXTERA ENERGY INC
COM
65339F101
BBG001S5RB29
430178
6731
SH
Put
SOLE
6731
0
0
NORFOLK SOUTHN CORP
COM
655844108
BBG001S5TQJ6
1118576
4389
SH
Put
SOLE
4389
0
0
NVIDIA CORPORATION
COM
67066G104
BBG001S5TZJ6
1485596
1644
SH
Put
SOLE
1344
0
300
PEPSICO INC
COM
713448108
BBG001S695T1
879730
5027
SH
Put
SOLE
5027
0
0
PFIZER INC
COM
717081103
BBG001S5V466
418660
15087
SH
Put
SOLE
15087
0
0
PHILIP MORRIS INTL INC
COM
718172109
BBG001STP9N1
681681
7440
SH
Put
SOLE
7140
0
300
PHILLIPS 66
COM
718546104
BBG00286S4P7
1242963
7610
SH
Put
SOLE
7302
0
308
PRICE T ROWE GROUP INC
COM
74144T108
BBG001S5WW18
268224
2200
SH
Put
SOLE
2200
0
0
PROCTER AND GAMBLE CO
COM
742718109
BBG001S5V4L9
5580340
34393
SH
Put
SOLE
21473
0
12920
QUALCOMM INC
COM
747525103
BBG001S6VS70
495054
2924
SH
Put
SOLE
2924
0
0
REALTY INCOME CORP
COM
756109104
BBG001S884K0
783545
14483
SH
Put
SOLE
14183
0
300
RPM INTL INC
COM
749685103
BBG001S7X317
309270
2600
SH
Put
SOLE
2600
0
0
RTX CORPORATION
COM
75513E101
BBG001S5X5Q9
495431
5080
SH
Put
SOLE
4498
0
582
SALESFORCE INC
COM
79466L302
BBG001SDLP09
292747
972
SH
Put
SOLE
472
0
500
SOUTHERN CO
COM
842587107
BBG001S5W777
270819
3775
SH
Put
SOLE
3775
0
0
STARBUCKS CORP
COM
855244109
BBG001S72KH6
1381690
15119
SH
Put
SOLE
13419
0
1700
SYSCO CORP
COM
871829107
BBG001S5WJS8
241789
2978
SH
Put
SOLE
1738
0
1240
TARGET CORP
COM
87612E106
BBG001SC0K41
503099
2839
SH
Put
SOLE
1494
0
1345
THOMSON REUTERS CORP.
COM
884903808
BBG001S5WSW3
274884
1764
SH
Put
SOLE
1764
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
BBG001S6WCJ1
1330847
2690
SH
Put
SOLE
2690
0
0
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
BBG001SK3J43
5192198
29624
SH
Put
SOLE
29324
0
300
VANGUARD INDEX FDS
GROWTH ETF
922908736
BBG001SHTTS4
983379
2857
SH
Put
SOLE
2857
0
0
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
BBG001SHTTQ6
61905049
258196
SH
Put
SOLE
251519
0
6677
VANGUARD INDEX FDS
MID CAP ETF
922908629
BBG001SHVTS1
44399445
177697
SH
Put
SOLE
173631
0
4066
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
BBG001TC6MC1
432149
899
SH
Put
SOLE
899
0
0
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
BBG001SHVTR2
729144
3800
SH
Put
SOLE
2800
0
1000
VANGUARD INDEX FDS
SMALL CP ETF
922908751
BBG001SHTTV0
13288474
58132
SH
Put
SOLE
57592
0
540
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
BBG001SHTB03
1833684
7055
SH
Put
SOLE
6169
0
886
VANGUARD INDEX FDS
VALUE ETF
922908744
BBG001SHVR78
1160215
7124
SH
Put
SOLE
7124
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
BBG001SHTTZ6
5739550
137387
SH
Put
SOLE
136701
0
686
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
BBG009THVRX1
1760374
34790
SH
Put
SOLE
34790
0
0
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
BBG001T62M38
1060165
13168
SH
Put
SOLE
12793
0
375
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
BBG001SQX4T3
36009107
197191
SH
Put
SOLE
185556
0
11635
VANGUARD STAR FDS
VG TL INTL STK F
921909768
BBG001TJR1D8
400845
6648
SH
Put
SOLE
6422
0
226
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
BBG001SSPWL4
1573030
31354
SH
Put
SOLE
31354
0
0
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
BBG001SS0V24
22518893
186122
SH
Put
SOLE
177841
0
8281
VANGUARD WHITEHALL FDS
INTL DVD ETF
921946810
BBG00C863MQ1
7732682
94845
SH
Put
SOLE
92313
0
2532
VANGUARD WHITEHALL FDS
INTL HIGH ETF
921946794
BBG00C868SD7
6383041
92777
SH
Put
SOLE
91396
0
1381
VANGUARD WORLD FD
FINANCIALS ETF
92204A405
BBG001SHTTM0
486557
4752
SH
Put
SOLE
4752
0
0
VANGUARD WORLD FD
HEALTH CAR ETF
92204A504
BBG001SHVR32
248608
919
SH
Put
SOLE
419
0
500
VERIZON COMMUNICATIONS INC
COM
92343V104
BBG001S67QY1
676224
16116
SH
Put
SOLE
16116
0
0
WALMART INC
COM
931142103
BBG001S5XH92
331545
5510
SH
Put
SOLE
5510
0
0