Oak Hill Wealth Advisors, LLC New Holdings in Q4 2024

Oak Hill Wealth Advisors, LLC

  • $420 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
14.9K
New
$61.74 - $71.71 $922K - $1.07M
14.9K $929M
PSX
Phillips 66

Energy
7.91K
New
$110.35 - $138.93 $873K - $1.1M
7.91K $901M
Capital Group Dividend Growe
30.3K
New
N/A
30.3K $899M
MCD
Mcdonalds Corp

Consumer Cyclical
3.1K
New
$288.47 - $316.54 $893K - $980K
3.1K $897M
PEP
Pepsico Inc

Consumer Defensive
5.88K
New
$151.29 - $176.1 $890K - $1.04M
5.88K $895M
COST
Costco Wholesale Corp

Consumer Defensive
967
New
$873.59 - $994.69 $845K - $962K
967 $886M
AVGO
Broadcom Inc.

Technology
3.66K
New
$159.67 - $250.0 $584K - $915K
3.66K $849M
RYT
Invesco S&P 500 Equal Weight T

ETFs
19.4K
New
N/A
19.4K $725M
WMT
Walmart Inc.

Consumer Defensive
7.97K
New
$79.1 - $95.7 $630K - $762K
7.97K $720M
Vanguard Mun Bd Fds
7.23K
New
N/A
7.23K $718M
CAT
Caterpillar Inc

Industrials
1.92K
New
$360.37 - $416.88 $692K - $800K
1.92K $696M
VBR
Vanguard Small Cap Value ETF

ETFs
3.49K
New
$197.36 - $217.3 $690K - $759K
3.49K $692M
IBM
International Business Machines Corp

Technology
3.12K
New
$204.9 - $238.04 $639K - $743K
3.12K $686M
V
Visa Inc.

Financial Services
2.16K
New
$273.87 - $320.91 $592K - $694K
2.16K $684M
AMGN
Amgen Inc

Healthcare
2.61K
New
$258.78 - $328.31 $676K - $858K
2.61K $681M
EMR
Emerson Electric CO

Industrials
5.46K
New
$108.13 - $134.33 $591K - $734K
5.46K $677M
TFC
Truist Financial Corp

Financial Services
14.5K
New
$41.51 - $48.1 $604K - $699K
14.5K $631M
NEE
Nextera Energy Inc

Utilities
8.45K
New
$69.77 - $85.43 $590K - $722K
8.45K $606M
CSCO
Cisco Systems, Inc.

Technology
10.2K
New
$52.45 - $60.02 $536K - $613K
10.2K $605M
RTX
Raytheon Technologies Corp

Industrials
5.21K
New
$114.45 - $127.21 $596K - $663K
5.21K $603M
BWXT
Bwx Technologies, Inc.

Industrials
5.25K
New
$111.39 - $133.28 $585K - $700K
5.25K $585M
QCOM
Qualcomm Inc

Technology
3.76K
New
$150.4 - $178.04 $565K - $669K
3.76K $577M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.75K
New
$58.88 - $64.8 $574K - $632K
9.75K $575M
VZ
Verizon Communications Inc

Communication Services
14.3K
New
$39.6 - $45.21 $565K - $645K
14.3K $570M
O
Realty Income Corp

Real Estate
10.6K
New
$51.76 - $64.71 $550K - $688K
10.6K $568M
CGGR
Capital Group Growth ETF Shs C

ETFs
15.1K
New
$34.49 - $39.24 $521K - $593K
15.1K $561M
ORCL
Oracle Corp

Technology
3.34K
New
$165.41 - $192.43 $552K - $642K
3.34K $556M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.91K
New
$285.5 - $335.62 $546K - $642K
1.91K $555M
C
Citigroup Inc

Financial Services
7.64K
New
$61.31 - $72.5 $468K - $554K
7.64K $538M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
993
New
$521.84 - $558.82 $518K - $555K
993 $535M
HRL
Hormel Foods Corp

Consumer Defensive
17K
New
$29.21 - $33.55 $497K - $570K
17K $533M
D
Dominion Energy, Inc

Utilities
9.79K
New
$52.63 - $60.92 $515K - $596K
9.79K $527M
T
At&T Inc.

Communication Services
22.9K
New
$21.22 - $23.88 $486K - $547K
22.9K $522M
HALO
Halozyme Therapeutics, Inc.

Healthcare
10.8K
New
$42.57 - $61.09 $460K - $660K
10.8K $516M
DUK
Duke Energy Corp

Utilities
4.77K
New
$105.76 - $120.76 $505K - $576K
4.77K $514M
LMT
Lockheed Martin Corp

Industrials
994
New
$479.66 - $614.62 $477K - $611K
994 $483M
RPM
Rpm International Inc

Basic Materials
3.6K
New
$120.09 - $140.26 $432K - $505K
3.6K $443M
Vanguard Malvern Fds
5.81K
New
N/A
5.81K $441M
MMM
3 M CO

Industrials
3.34K
New
$124.74 - $137.12 $417K - $459K
3.34K $432M
ETN
Eaton Corp PLC

Industrials
1.3K
New
$326.96 - $377.52 $425K - $491K
1.3K $431M
NOC
Northrop Grumman Corp

Industrials
877
New
$466.52 - $543.88 $409K - $477K
877 $412M
ADBE
Adobe Inc.

Technology
900
New
$437.39 - $552.96 $394K - $498K
900 $400M
GIS
General Mills Inc

Consumer Defensive
6.25K
New
$62.78 - $74.62 $393K - $467K
6.25K $399M
Thomson Reuters Corp
2.46K
New
N/A
2.46K $395M
HON
Honeywell International Inc

Industrials
1.64K
New
$202.84 - $236.0 $332K - $386K
1.64K $370M
LOW
Lowes Companies Inc

Consumer Cyclical
1.43K
New
$244.52 - $284.07 $349K - $405K
1.43K $352M
TGT
Target Corp

Consumer Defensive
2.53K
New
$121.59 - $160.69 $307K - $406K
2.53K $341M
VFH
Vanguard Financial ETF

ETFs
2.85K
New
$108.87 - $126.2 $310K - $360K
2.85K $337M
SO
Southern CO

Utilities
4.08K
New
$81.5 - $94.15 $332K - $384K
4.08K $335M
Activity Summary
Buys All Purchases 133 New Holdings 133 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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