Oak Hill Wealth Advisors, LLC Portfolio Holdings

Oak Hill Wealth Advisors, LLC

  • $330 Billion
  • Q2 2024

Oak Hill Wealth Advisors, LLC has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $330 Billion distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $59.1B, Vanguard Mid Cap ETF with a value of $40.1B, Vanguard Dividend Appreciation with a value of $35.8B, Vanguard Whitehall Fds (Vangua with a value of $21.6B, and Vanguard Small Cap ETF with a value of $13.2B.

Examining the 13F form we can see an increase of $16.4B in the current position value, from $314B to 330B.

Oak Hill Wealth Advisors, LLC is based out at Lansdowne, VA

Below you can find more details about Oak Hill Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $330 Billion
ETFs: $228 Billion
Technology: $28.7 Billion
Healthcare: $14.5 Billion
Consumer Defensive: $12.9 Billion
Consumer Cyclical: $11.1 Billion
Communication Services: $9.87 Billion
Financial Services: $8.01 Billion
Industrials: $7.08 Billion
Other: $9.15 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$59.1 Billion 17.91% of portfolio
236,699
Q2 2024 New
$0
$40.1 Billion 12.16% of portfolio
165,677
Q2 2024 New
$0
$35.8 Billion 10.84% of portfolio
195,951
Q2 2024 New
$0
$21.6 Billion 6.55% of portfolio
182,295
Q2 2024 New
$0
$13.2 Billion 4.01% of portfolio
60,748
Q2 2024 New
$3.48T
$12.4 Billion 3.75% of portfolio
58,803
Q2 2024 New
$3.24T
$10.4 Billion 3.15% of portfolio
23,263
Q2 2024 New
$1.9T
$8.77 Billion 2.66% of portfolio
45,384
Q2 2024 New
$0
$8.14 Billion 2.47% of portfolio
185,949
Q2 2024 New
$0
$7.96 Billion 2.41% of portfolio
97,941
Q2 2024 New
$0
$7.6 Billion 2.3% of portfolio
110,957
Q2 2024 New
$949B
$6.84 Billion 2.07% of portfolio
37,574
Q2 2024 New
$417B
$5.83 Billion 1.77% of portfolio
35,358
Q2 2024 New
$0
$5.69 Billion 1.72% of portfolio
35,444
Q2 2024 New
$0
$5 Billion 1.52% of portfolio
29,624
Q2 2024 New
$0
$4.63 Billion 1.4% of portfolio
93,632
Q2 2024 New
$342B
$2.93 Billion 0.89% of portfolio
17,109
Q2 2024 New
$0
$2.68 Billion 0.81% of portfolio
33,517
Q2 2024 New
$476B
$2.65 Billion 0.8% of portfolio
23,010
Q2 2024 New
$437B
$2.53 Billion 0.77% of portfolio
17,328
Q2 2024 New
$0
$2.39 Billion 0.72% of portfolio
8,931
Q2 2024 New
$862B
$2.33 Billion 0.71% of portfolio
2,576
Q2 2024 New
$614B
$2.32 Billion 0.7% of portfolio
11,481
Q2 2024 New
$0
$2.28 Billion 0.69% of portfolio
46,921
Q2 2024 New
$69.2B
$2.09 Billion 0.63% of portfolio
23,450
Q2 2024 New
$288B
$2.01 Billion 0.61% of portfolio
16,246
Q2 2024 New
$0
$1.75 Billion 0.53% of portfolio
34,909
Q2 2024 New
$116B
$1.73 Billion 0.52% of portfolio
7,256
Q2 2024 New
$281B
$1.57 Billion 0.48% of portfolio
10,031
Q2 2024 New
$207B
$1.57 Billion 0.48% of portfolio
15,138
Q2 2024 New
$975B
$1.51 Billion 0.46% of portfolio
8,215
Q2 2024 New
$90.5B
$1.48 Billion 0.45% of portfolio
32,572
Q2 2024 New
$66B
$1.49 Billion 0.45% of portfolio
6,380
Q2 2024 New
$541B
$1.35 Billion 0.41% of portfolio
2,648
Q2 2024 New
$61.7B
$1.17 Billion 0.35% of portfolio
8,262
Q2 2024 New
$110B
$1.09 Billion 0.33% of portfolio
14,029
Q2 2024 New
$0
$1.07 Billion 0.32% of portfolio
14,801
Q2 2024 New
$44B
$1.05 Billion 0.32% of portfolio
4,683
Q2 2024 New
$310B
$939 Million 0.28% of portfolio
14,747
Q2 2024 New
$594B
$878 Million 0.27% of portfolio
2,158
Q2 2024 New
$57B
$894 Million 0.27% of portfolio
4,164
Q2 2024 New
$136B
$876 Million 0.27% of portfolio
1,112
Q2 2024 New
$244B
$829 Million 0.25% of portfolio
5,027
Q2 2024 New
$178B
$816 Million 0.25% of portfolio
2,612
Q2 2024 New
$397B
$818 Million 0.25% of portfolio
962
Q2 2024 New
$191B
$754 Million 0.23% of portfolio
7,440
Q2 2024 New
$38.6B
$749 Million 0.23% of portfolio
14,183
Q2 2024 New
$189B
$742 Million 0.22% of portfolio
3,724
Q2 2024 New
$0
$634 Million 0.19% of portfolio
17,300
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $330 Billion
  • Prior Value $314 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 114 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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