0001725547-23-000076.txt : 20230214 0001725547-23-000076.hdr.sgml : 20230214 20230214131700 ACCESSION NUMBER: 0001725547-23-000076 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: OAK HILL WEALTH ADVISORS, LLC CENTRAL INDEX KEY: 0001964849 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: 23626249 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 0001964849 XXXXXXXX 12-31-2022 12-31-2022 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 Director of Operations (703) 673-7042 Bonny Brown Lansdowne VA 02-14-2023 0 130 283064083 false
INFORMATION TABLE 2 Form13fInfoTable.xml HANESBRANDS INC COM 410345102 73140 11500 SH SOLE 11500 0 0 HOME DEPOT INC COM 437076102 354199 1121 SH SOLE 1054 0 67 HONEYWELL INTL INC COM 438516106 543479 2536 SH SOLE 2421 0 114 HOOKER FURNISHINGS CORPORATI COM 439038100 193171 10330 SH SOLE 10330 0 0 HORMEL FOODS CORP COM 440452100 774350 17000 SH SOLE 17000 0 0 IDEXX LABS INC COM 45168D104 285572 700 SH SOLE 0 0 700 ILLINOIS TOOL WKS INC COM 452308109 271700 1233 SH SOLE 923 0 310 INTEL CORP COM 458140100 341257 12912 SH SOLE 10509 0 2401 INTERNATIONAL BUSINESS MACHS COM 459200101 996985 7076 SH SOLE 7076 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 577069 2375 SH SOLE 2374 0 0 ISHARES TR SELECT DIVID ETF 464287168 227693 1888 SH SOLE 1888 0 0 ISHARES TR CORE S&P500 ETF 464287200 217847 567 SH SOLE 567 0 0 JPMORGAN CHASE & CO COM 46625H100 1699947 12677 SH SOLE 11776 0 900 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 2591871 51703 SH SOLE 51703 0 0 JOHNSON & JOHNSON COM 478160104 4637337 26252 SH SOLE 24560 0 1691 KELLOGG CO COM 487836108 368452 5172 SH SOLE 5171 0 0 KIMBERLY-CLARK CORP COM 494368103 267629 1971 SH SOLE 1613 0 357 KINDER MORGAN INC DEL COM 49456B101 264203 14613 SH SOLE 11613 0 3000 KRAFT HEINZ CO COM 500754106 259402 6372 SH SOLE 6371 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 1287713 6185 SH SOLE 5968 0 215 LILLY ELI & CO COM 532457108 1378218 3767 SH SOLE 3767 0 0 LOWES COS INC COM 548661107 329344 1653 SH SOLE 1553 0 100 MCDONALDS CORP COM 580135101 838102 3180 SH SOLE 2891 0 289 MERCK & CO INC COM 58933Y105 438135 3949 SH SOLE 3948 0 0 MICROSOFT CORP COM 594918104 7041324 29361 SH SOLE 26443 0 2917 NEXTERA ENERGY INC COM 65339F101 1987724 23777 SH SOLE 23776 0 0 NIKE INC CL B 654106103 314289 2686 SH SOLE 2686 0 0 NORFOLK SOUTHN CORP COM 655844108 1584050 6428 SH SOLE 6428 0 0 NORTHROP GRUMMAN CORP COM 666807102 489941 898 SH SOLE 897 0 0 NVIDIA CORPORATION COM 67066G104 653304 4470 SH SOLE 4170 0 300 ORACLE CORP COM 68389X105 441805 5405 SH SOLE 5275 0 130 PPG INDS INC COM 693506107 444021 3531 SH SOLE 3531 0 0 PPL CORP COM 69351T106 425367 14557 SH SOLE 14557 0 0 PAYCHEX INC COM 704326107 212630 1840 SH SOLE 1840 0 0 PEPSICO INC COM 713448108 1933273 10701 SH SOLE 10601 0 100 PFIZER INC COM 717081103 1393098 27188 SH SOLE 26087 0 1100 PHILIP MORRIS INTL INC COM 718172109 998289 9864 SH SOLE 8763 0 1100 PHILLIPS 66 COM 718546104 2021420 19422 SH SOLE 19011 0 410 PRICE T ROWE GROUP INC COM 74144T108 344411 3158 SH SOLE 3058 0 100 PROCTER AND GAMBLE CO COM 742718109 5532138 36501 SH SOLE 23581 0 12920 QUALCOMM INC COM 747525103 501230 4559 SH SOLE 4559 0 0 RPM INTL INC COM 749685103 350820 3600 SH SOLE 3600 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 550079 5451 SH SOLE 4705 0 745 REALTY INCOME CORP COM 756109104 975730 15383 SH SOLE 15382 0 0 SEMPRA COM 816851109 649191 4201 SH SOLE 4200 0 0 SOUTHERN CO COM 842587107 521215 7299 SH SOLE 7298 0 0 STARBUCKS CORP COM 855244109 1905914 19213 SH SOLE 17212 0 2000 AFLAC INC COM 001055102 1912155 26580 SH SOLE 25579 0 1000 AT&T INC COM 00206R102 1319681 71683 SH SOLE 65682 0 6000 ABBOTT LABS COM 002824100 1694908 15438 SH SOLE 11430 0 4007 ABBVIE INC COM 00287Y109 3174232 19641 SH SOLE 15585 0 4056 ACUITY BRANDS INC COM 00508Y102 207169 1251 SH SOLE 1250 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 357731 1063 SH SOLE 263 0 800 AIR PRODS & CHEMS INC COM 009158106 728727 2364 SH SOLE 2364 0 0 ALPHABET INC CAP STK CL C 02079K107 734596 8279 SH SOLE 4579 0 3700 ALPHABET INC CAP STK CL A 02079K305 3386444 38382 SH SOLE 31682 0 6700 ALTRIA GROUP INC COM 02209S103 1905916 41696 SH SOLE 39845 0 1850 AMAZON COM INC COM 023135106 4062240 48360 SH SOLE 40760 0 7600 AMERICAN ELEC PWR CO INC COM 025537101 373245 3931 SH SOLE 3930 0 0 AMER STATES WTR CO COM 029899101 314670 3400 SH SOLE 2800 0 600 AMERICAN TOWER CORP NEW COM 03027X100 1899744 8967 SH SOLE 8966 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 3223683 21150 SH SOLE 21150 0 0 AMGEN INC COM 031162100 814874 3103 SH SOLE 2919 0 183 APPLE INC COM 037833100 8290866 63810 SH SOLE 53957 0 9852 AUTOMATIC DATA PROCESSING IN COM 053015103 2015918 8440 SH SOLE 6767 0 1672 BANK AMERICA CORP COM 060505104 335274 10123 SH SOLE 10122 0 0 BECTON DICKINSON & CO COM 075887109 1856285 7300 SH SOLE 5457 0 1842 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 989510 3203 SH SOLE 2856 0 347 BLACKROCK INC COM 09247X101 922642 1302 SH SOLE 1252 0 50 BLACKSTONE INC COM 09260D107 1116038 15043 SH SOLE 13742 0 1300 BRISTOL-MYERS SQUIBB CO COM 110122108 564713 7849 SH SOLE 7848 0 0 CSX CORP COM 126408103 412678 13321 SH SOLE 13320 0 0 CVS HEALTH CORP COM 126650100 975480 10468 SH SOLE 9767 0 700 CATERPILLAR INC COM 149123101 618901 2583 SH SOLE 2583 0 0 CHEVRON CORP NEW COM 166764100 2721315 15161 SH SOLE 15161 0 0 CISCO SYS INC COM 17275R102 759057 15933 SH SOLE 14919 0 1013 CITIGROUP INC COM NEW 172967424 570658 12617 SH SOLE 9516 0 3100 COCA COLA CO COM 191216100 1892930 29758 SH SOLE 28308 0 1450 CONOCOPHILLIPS COM 20825C104 210040 1780 SH SOLE 1164 0 616 COSTCO WHSL CORP NEW COM 22160K105 541461 1186 SH SOLE 1186 0 0 CROWN CASTLE INC COM 22822V101 359446 2650 SH SOLE 2650 0 0 DEERE & CO COM 244199105 312301 728 SH SOLE 585 0 143 DISNEY WALT CO COM 254687106 476080 5480 SH SOLE 5279 0 200 DOMINION ENERGY INC COM 25746U109 3092821 50437 SH SOLE 50437 0 0 DOVER CORP COM 260003108 284361 2100 SH SOLE 2100 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 849371 8247 SH SOLE 7990 0 256 EMERSON ELEC CO COM 291011104 627897 6537 SH SOLE 6536 0 0 ESSENTIAL UTILS INC COM 29670G102 644355 13500 SH SOLE 13500 0 0 EXXON MOBIL CORP COM 30231G102 4685992 42484 SH SOLE 42309 0 175 GALLAGHER ARTHUR J & CO COM 363576109 237422 1259 SH SOLE 1150 0 109 GENERAL ELECTRIC CO COM NEW 369604301 226322 2701 SH SOLE 2602 0 99 GENERAL MLS INC COM 370334104 726303 8662 SH SOLE 8661 0 0 HALLIBURTON CO COM 406216101 259678 6599 SH SOLE 6599 0 0 HALOZYME THERAPEUTICS INC COM 40637H109 711250 12500 SH SOLE 8500 0 4000 SYSCO CORP COM 871829107 296506 3878 SH SOLE 2638 0 1240 TARGET CORP COM 87612E106 480712 3225 SH SOLE 1785 0 1440 THOMSON REUTERS CORP. COM NEW 884903709 291563 2556 SH SOLE 726 0 1830 3M CO COM 88579Y101 968897 8080 SH SOLE 7279 0 800 TRUIST FINL CORP COM 89832Q109 608957 14152 SH SOLE 14151 0 0 UNION PAC CORP COM 907818108 387151 1870 SH SOLE 1869 0 0 UNITED PARCEL SERVICE INC CL B 911312106 337410 1941 SH SOLE 1920 0 20 UNITEDHEALTH GROUP INC COM 91324P102 1555573 2934 SH SOLE 2934 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 30177630 198733 SH SOLE 181644 0 17088 VANGUARD STAR FDS VG TL INTL STK F 921909768 255630 4943 SH SOLE 4763 0 178 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1413155 33671 SH SOLE 33245 0 425 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 18411357 170145 SH SOLE 168707 0 1436 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 4924528 82668 SH SOLE 79684 0 2983 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 6059847 87029 SH SOLE 82136 0 4892 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4820892 123676 SH SOLE 117366 0 6309 VANGUARD WORLD FDS ENERGY ETF 92204A306 230432 1900 SH SOLE 1900 0 0 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 479650 5798 SH SOLE 5797 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 227958 919 SH SOLE 419 0 500 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1173477 15140 SH SOLE 14494 0 645 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1793185 36233 SH SOLE 36233 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 348529 992 SH SOLE 992 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 698720 4400 SH SOLE 3400 0 1000 VANGUARD INDEX FDS MID CAP ETF 922908629 32207091 158025 SH SOLE 148885 0 9140 VANGUARD INDEX FDS LARGE CAP ETF 922908637 40880095 234673 SH SOLE 219509 0 15163 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 4030643 30338 SH SOLE 29737 0 600 VANGUARD INDEX FDS GROWTH ETF 922908736 641891 3012 SH SOLE 3012 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 1049560 7477 SH SOLE 7477 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 9395054 51188 SH SOLE 48636 0 2551 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1065090 5571 SH SOLE 4654 0 916 VERIZON COMMUNICATIONS INC COM 92343V104 1390754 35298 SH SOLE 35233 0 65 VISA INC COM CL A 92826C839 462627 2227 SH SOLE 2226 0 0 WALMART INC COM 931142103 371242 2618 SH SOLE 2518 0 100 WARNER BROS DISCOVERY INC COM SER A 934423104 96969 10229 SH SOLE 9645 0 583 ELME COMMUNITIES SH BEN INT 939653101 205446 11542 SH SOLE 11541 0 0 WELLS FARGO CO NEW COM 949746101 236369 5725 SH SOLE 5724 0 0 EATON CORP PLC SHS G29183103 204035 1300 SH SOLE 1300 0 0