Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OAK HILL WEALTH ADVISORS LLC | 04-25-2024 | 03-31-2024 | 107 | 313,510,287 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VERIZON COMMUNICATIONS INC | COM | 51 | $676,224 | 16,116 | 0.00 | 0.00 | -4,269 | -20.94 | 03-31-2024 |
| EMERSON ELEC CO | COM | 52 | $674,951 | 5,951 | 0.00 | 0.00 | -426 | -6.68 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 53 | $608,775 | 17,300 | 0.00 | 0.00 | -4,700 | -21.36 | 03-31-2024 |
| HORMEL FOODS CORP | COM | 54 | $593,130 | 17,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
