Oak Hill Wealth Advisors, LLC Portfolio Holdings

Oak Hill Wealth Advisors, LLC

  • $431 Billion
  • Q1 2025

Oak Hill Wealth Advisors, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $431 Billion distributed in 138 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $35.5B, Vanguard Ftse Developed Market with a value of $32.7B, Vanguard Dividend Appreciation with a value of $30.6B, Vanguard Large Cap ETF with a value of $25.3B, and Vanguard Growth ETF with a value of $24.1B.

Examining the 13F form we can see an increase of $11.5B in the current position value, from $420B to 431B.

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 $431 Billion
ETFs: $310 Billion
Technology: $28.4 Billion
Healthcare: $16.1 Billion
Consumer Defensive: $15.9 Billion
Consumer Cyclical: $11.3 Billion
Industrials: $10.3 Billion
Financial Services: $10.1 Billion
Communication Services: $8.54 Billion
Other: $11.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$35.5 Billion 8.23% of portfolio
205,326
Q1 2025 Added 3.61%
$0
$32.7 Billion 7.57% of portfolio
642,417
Q1 2025 Added 16.18%
$0
$30.6 Billion 7.1% of portfolio
157,833
Q1 2025 Added 4.57%
$0
$25.3 Billion 5.87% of portfolio
98,521
Q1 2025 Reduced 2.27%
$0
$24.1 Billion 5.58% of portfolio
64,911
Q1 2025 Added 1.87%
$0
$20.9 Billion 4.84% of portfolio
80,666
Q1 2025 Reduced 0.48%
$0
$19.6 Billion 4.54% of portfolio
400,593
Q1 2025 Added 5.94%
$0
$16.8 Billion 3.91% of portfolio
75,928
Q1 2025 Added 2.79%
$0
$16.5 Billion 3.84% of portfolio
128,264
Q1 2025 Added 2.16%
$0
$15.3 Billion 3.55% of portfolio
338,384
Q1 2025 Reduced 17.94%
$3.42T
$12.9 Billion 3.0% of portfolio
58,269
Q1 2025 Added 0.44%
$0
$10.9 Billion 2.53% of portfolio
133,262
Q1 2025 Added 2.5%
$2.95T
$9.35 Billion 2.17% of portfolio
24,898
Q1 2025 Reduced 2.76%
$0
$9.01 Billion 2.09% of portfolio
115,084
Q1 2025 Added 10.28%
$1.88T
$8.35 Billion 1.94% of portfolio
43,899
Q1 2025 Added 2.57%
$0
$6.36 Billion 1.48% of portfolio
86,356
Q1 2025 Added 11.93%
$0
$6.19 Billion 1.44% of portfolio
74,640
Q1 2025 Added 5.12%
$0
$6.06 Billion 1.41% of portfolio
82,566
Q1 2025 Added 8.26%
$957B
$5.68 Billion 1.32% of portfolio
36,711
Q1 2025 Added 1.94%
$0
$5.07 Billion 1.18% of portfolio
29,409
Q1 2025 Added 6.49%
$0
$4.45 Billion 1.03% of portfolio
96,012
Q1 2025 Added 10.89%
$0
$4.24 Billion 0.98% of portfolio
55,334
Q1 2025 Added 10.97%
$0
$4.17 Billion 0.97% of portfolio
59,181
Q1 2025 Added 11.99%
$440B
$3.78 Billion 0.88% of portfolio
31,743
Q1 2025 Reduced 0.3%
$345B
$3.7 Billion 0.86% of portfolio
17,679
Q1 2025 Reduced 0.12%
$409B
$3.22 Billion 0.75% of portfolio
19,438
Q1 2025 Reduced 1.51%
$0
$3.22 Billion 0.75% of portfolio
55,880
Q1 2025 Added 6.46%
$718B
$2.69 Billion 0.62% of portfolio
10,960
Q1 2025 Added 6.08%
$68.7B
$2.48 Billion 0.58% of portfolio
22,320
Q1 2025 Reduced 0.87%
$106B
$2.43 Billion 0.56% of portfolio
40,567
Q1 2025 Added 13.0%
$854B
$2.39 Billion 0.55% of portfolio
2,894
Q1 2025 Reduced 1.9%
$0
$2.3 Billion 0.53% of portfolio
8,366
Q1 2025 Reduced 3.09%
-
$2.19 Billion 0.51% of portfolio
-
Q1 2025 Added 111.35%
$125B
$2.16 Billion 0.5% of portfolio
7,060
Q4 2024 New
$266B
$2.09 Billion 0.49% of portfolio
12,520
Q1 2025 Reduced 3.26%
$229B
$1.91 Billion 0.44% of portfolio
14,374
Q1 2025 Reduced 3.82%
$266B
$1.8 Billion 0.42% of portfolio
11,325
Q1 2025 Added 18.43%
$0
$1.73 Billion 0.4% of portfolio
29,409
Q1 2025 Added 3.24%
$0
$1.59 Billion 0.37% of portfolio
32,094
Q4 2024 New
$59.1B
$1.53 Billion 0.36% of portfolio
6,699
Q1 2025 Reduced 1.62%
$217B
$1.54 Billion 0.36% of portfolio
6,175
Q1 2025 Added 97.85%
$385B
$1.43 Billion 0.33% of portfolio
2,727
Q1 2025 Added 4.0%
Vanguard Mun Bd Fds
-
$1.37 Billion 0.32% of portfolio
-
Q1 2025 Added 91.59%
Capital Group Dividend Growe
-
$1.37 Billion 0.32% of portfolio
-
Q1 2025 Added 45.78%
$271B
$1.39 Billion 0.32% of portfolio
12,822
Q1 2025 Reduced 15.68%
$979B
$1.27 Billion 0.3% of portfolio
8,148
Q1 2025 Reduced 0.1%
$0
$1.23 Billion 0.29% of portfolio
34,600
Q1 2025 Added 25.05%
$97.4B
$1.2 Billion 0.28% of portfolio
12,259
Q1 2025 Reduced 8.03%
$694B
$1.19 Billion 0.28% of portfolio
2,234
Q1 2025 Reduced 0.62%

Summary

  • Portfolio
  • No. of Stocks 138
  • Current Value $431 Billion
  • Prior Value $420 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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