OAK HILL WEALTH ADVISORS, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, OAK HILL WEALTH ADVISORS, LLC opened 1 positions, added to 19, reduced 38, sold out of 2 and left 37 unchanged. The largest increase in value was AAPL (+$2,618,798); the largest decrease was LMT (-$431,525).
- AAPL: Country of operation United States; Class COM; Shares 2025-06-30 57,844; Shares 2025-09-30 57,992.
- GOOG: Country of operation United States; Class CAP STK CL C; Shares 2025-06-30 7,648; Shares 2025-09-30 7,663.
- JPM: Country of operation United States; Class COM; Shares 2025-06-30 11,061; Shares 2025-09-30 11,093.
- C: Country of operation United States; Class COM NEW; Shares 2025-06-30 8,129; Shares 2025-09-30 8,137.
Two Form 13F-HR filings compared (SEC CIK 1964849): 2025-06-30 (filed 2025-07-22) and 2025-09-30 (filed 2025-10-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2025-06-30 | Shares 2025-09-30 | Share change | Value 2025-06-30 | Value 2025-09-30 | Value change |
|---|
AAPL
APPLE INC | United States | COM | 57,844 | 57,992 | +148 | $12,147,803 | $14,766,601 | +$2,618,798 |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 7,648 | 7,663 | +15 | $1,339,607 | $1,866,335 | +$526,728 |
|---|
JPM
JPMORGAN CHASE & CO. | United States | COM | 11,061 | 11,093 | +32 | $3,127,739 | $3,499,062 | +$371,323 |
|---|
C
CITIGROUP INC | United States | COM NEW | 8,129 | 8,137 | +8 | $695,599 | $825,906 | +$130,307 |
|---|
RTX
RTX CORPORATION | United States | COM | 5,011 | 5,053 | +42 | $726,103 | $845,471 | +$119,368 |
|---|
BLK
BLACKROCK INC | United States | COM | 1,091 | 1,095 | +4 | $1,172,933 | $1,276,801 | +$103,868 |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 2,279 | 2,339 | +60 | $1,088,154 | $1,175,909 | +$87,755 |
|---|
O
REALTY INCOME CORP | United States | COM | 10,550 | 11,185 | +635 | $606,520 | $679,936 | +$73,416 |
|---|
AMD
ADVANCED MICRO DEVICES INC | United States | COM | 2,730 | 2,756 | +26 | $376,249 | $445,893 | +$69,644 |
|---|
COST
COSTCO WHSL CORP NEW | United States | COM | 970 | 972 | +2 | $956,271 | $899,724 | -$56,547 |
|---|
WMT
WALMART INC | United States | COM | 7,901 | 7,933 | +32 | $767,123 | $817,575 | +$50,452 |
|---|
MCD
MCDONALDS CORP | United States | COM | 3,095 | 3,108 | +13 | $902,720 | $944,494 | +$41,774 |
|---|
TFC
TRUIST FINL CORP | United States | COM | 13,844 | 14,494 | +650 | $628,518 | $662,666 | +$34,148 |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 32,051 | 32,208 | +157 | $3,659,882 | $3,631,409 | -$28,473 |
|---|
ETN
EATON CORP PLC | | SHS | 1,300 | 1,315 | +15 | $464,074 | $492,139 | +$28,065 |
|---|
V
VISA INC | United States | COM CL A | 2,163 | 2,179 | +16 | $766,892 | $743,867 | -$23,025 |
|---|
ABT
ABBOTT LABS | United States | COM | 14,223 | 14,246 | +23 | $1,896,779 | $1,908,109 | +$11,330 |
|---|
UNP
UNION PAC CORP | United States | COM | 1,548 | 1,563 | +15 | $366,164 | $369,446 | +$3,282 |
|---|
PFE
PFIZER INC | United States | COM | 8,142 | 8,162 | +20 | $208,598 | $207,966 | -$632 |
|---|
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