Oak Hill Wealth Advisors, LLC Reduced Holdings in Q3 2025

Oak Hill Wealth Advisors, LLC

  • $534 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-10.3K
- 32.49%
$48.5 - $50.19 $501K - $518K
21.5K $1.07B
PG
Procter & Gamble CO

Consumer Defensive
-1.04K
- 2.81%
$150.47 - $161.22 $156K - $167K
35.8K $5.5B
PM
Philip Morris International Inc.

Consumer Defensive
-632
- 5.66%
$157.77 - $183.27 $99.7K - $116K
10.5K $1.71B
SBUX
Starbucks Corp

Consumer Cyclical
-706
- 4.97%
$81.9 - $96.86 $57.8K - $68.4K
13.5K $1.14B
ADP
Automatic Data Processing Inc

Industrials
-231
- 3.27%
$288.69 - $310.94 $66.7K - $71.8K
6.83K $2B
ADBE
Adobe Inc.

Technology
-293
- 32.56%
$333.65 - $392.1 $97.8K - $115K
607 $214M
APD
Air Products & Chemicals, Inc.

Basic Materials
-200
- 11.03%
$265.78 - $299.3 $53.2K - $59.9K
1.61K $440M
AMZN
Amazon Com Inc

Consumer Cyclical
-379
- 0.89%
$211.65 - $238.24 $80.2K - $90.3K
42.1K $9.24B
ORCL
Oracle Corp

Technology
-800
- 23.99%
$218.96 - $328.33 $175K - $263K
2.54K $713M
CRM
Salesforce, Inc.

Technology
-100
- 10.4%
$231.66 - $273.65 $23.2K - $27.4K
862 $204M
DOV
Dover Corp

Industrials
-100
- 7.14%
$165.59 - $190.9 $16.6K - $19.1K
1.3K $217M
KMI
Kinder Morgan, Inc.

Energy
-1.55K
- 17.22%
$26.23 - $28.5 $40.7K - $44.2K
7.45K $211M
TGT
Target Corp

Consumer Defensive
-13
- 0.51%
$86.56 - $107.43 $1.13K - $1.4K
2.51K $225M
CSX
Csx Corp

Industrials
-1.43K
- 15.17%
$32.05 - $36.52 $45.7K - $52K
7.97K $283M
DIS
Walt Disney CO

Communication Services
-85
- 2.99%
$112.25 - $124.0 $9.54K - $10.5K
2.76K $316M
MRK
Merck & Co., Inc.

Healthcare
-334
- 9.77%
$77.6 - $87.37 $25.9K - $29.2K
3.09K $259M
BX
Blackstone Inc.

Financial Services
-474
- 10.72%
$152.77 - $188.68 $72.4K - $89.4K
3.95K $675M
T
At&T Inc.

Communication Services
-210
- 0.61%
$26.94 - $29.62 $5.66K - $6.22K
34.3K $969M
AEP
American Electric Power CO Inc

Utilities
-374
- 8.85%
$103.26 - $115.0 $38.6K - $43K
3.85K $433M
CSCO
Cisco Systems, Inc.

Technology
-44
- 0.49%
$66.2 - $71.79 $2.91K - $3.16K
9.02K $617M
DUK
Duke Energy Corp

Utilities
-456
- 6.0%
$116.31 - $125.93 $53K - $57.4K
7.15K $884M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-29
- 0.45%
$49.09 - $50.58 $1.42K - $1.47K
6.42K $324M
BAC
Bank Of America Corp

Financial Services
-440
- 6.64%
$44.92 - $52.42 $19.8K - $23.1K
6.18K $319M
VZ
Verizon Communications Inc

Communication Services
-109
- 0.66%
$40.84 - $45.06 $4.45K - $4.91K
16.3K $716M
CVS
Cvs Health Corp

Healthcare
-265
- 6.14%
$58.75 - $76.5 $15.6K - $20.3K
4.05K $306M
NEE
Nextera Energy Inc

Utilities
-94
- 1.11%
$69.77 - $77.54 $6.56K - $7.29K
8.36K $631M
D
Dominion Energy, Inc

Utilities
-430
- 4.29%
$56.32 - $62.1 $24.2K - $26.7K
9.58K $586M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-171
- 1.98%
$68.24 - $73.73 $11.7K - $12.6K
8.47K $622M
Ge Vernova Inc
-6
- 1.07%
N/A
553 $340M
BWXT
Bwx Technologies, Inc.

Industrials
-280
- 11.91%
$136.45 - $184.37 $38.2K - $51.6K
2.07K $382M
BDX
Becton Dickinson & CO

Healthcare
-111
- 1.66%
$172.41 - $199.66 $19.1K - $22.2K
6.59K $1.23B
UNH
Unitedhealth Group Inc

Healthcare
-100
- 3.66%
$237.77 - $353.61 $23.8K - $35.4K
2.63K $908M
GE
General Electric CO

Industrials
-26
- 1.17%
$244.75 - $305.63 $6.36K - $7.95K
2.2K $662M
NVDA
Nvidia Corp

Technology
-1.08K
- 7.85%
$153.3 - $186.58 $165K - $201K
12.6K $2.36B
VTI
Vanguard Total Stock Market Et

ETFs
-47
- 0.58%
$303.93 - $329.86 $14.3K - $15.5K
8.07K $2.65B
AVGO
Broadcom Inc.

Technology
-52
- 1.42%
$264.74 - $369.57 $13.8K - $19.2K
3.61K $1.19B
MO
Altria Group, Inc.

Consumer Defensive
-857
- 1.93%
$57.75 - $67.68 $49.5K - $58K
43.6K $2.88B
VXF
Vanguard Extended Market ETF

ETFs
-40
- 0.14%
$193.58 - $213.07 $7.74K - $8.52K
29.4K $6.15B
MSFT
Microsoft Corp

Technology
-91
- 0.37%
$491.09 - $535.64 $44.7K - $48.7K
24.8K $12.8B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-15.1K
- 5.11%
$49.43 - $54.52 $746K - $823K
280K $15.2B
JNJ
Johnson & Johnson

Healthcare
-186
- 0.97%
$155.17 - $185.42 $28.9K - $34.5K
19K $3.53B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.43K
- 0.99%
$132.9 - $142.03 $190K - $203K
142K $20.1B
ABBV
Abb Vie Inc.

Healthcare
-108
- 0.62%
$184.85 - $231.54 $20K - $25K
17.4K $4.03B
VO
Vanguard Mid Cap ETF

ETFs
-48
- 0.06%
$279.83 - $293.74 $13.4K - $14.1K
82.6K $24.2B
VIG
Vanguard Dividend Appreciation

ETFs
-756
- 0.46%
N/A
165K $35.6B
VV
Vanguard Large Cap ETF

ETFs
-1.42K
- 1.47%
$285.05 - $309.14 $405K - $439K
95.1K $29.3B
GOOGL
Alphabet Inc.

Communication Services
-20
- 0.06%
$174.36 - $254.72 $3.49K - $5.09K
36.2K $8.81B
Activity Summary
Buys All Purchases 56 New Holdings 5 Increased Positions 51 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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