Oak Hill Wealth Advisors, LLC Portfolio Holdings

Oak Hill Wealth Advisors, LLC

  • $420 Billion
  • Q4 2024

Oak Hill Wealth Advisors, LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $420 Billion distributed in 133 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $33.6B, Vanguard Dividend Appreciation with a value of $29.6B, Vanguard Large Cap ETF with a value of $27.2B, Vanguard Ftse Developed Market with a value of $26.4B, and Vanguard Growth ETF with a value of $26.2B.

Examining the 13F form we can see an increase of $13.7B in the current position value, from $406B to 420B.

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 $420 Billion
ETFs: $301 Billion
Technology: $31.9 Billion
Healthcare: $14.5 Billion
Consumer Defensive: $14.2 Billion
Consumer Cyclical: $12.4 Billion
Industrials: $10.6 Billion
Communication Services: $9.79 Billion
Financial Services: $9.61 Billion
Other: $10.8 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.66T
$14.5 Billion 3.46% of portfolio
58,011
Q4 2024 New
$3.05T
$10.8 Billion 2.57% of portfolio
25,605
Q4 2024 New
$2.33T
$9.39 Billion 2.24% of portfolio
42,799
Q4 2024 New
$1.11T
$6.82 Billion 1.62% of portfolio
36,014
Q4 2024 New
$398B
$6 Billion 1.43% of portfolio
35,779
Q4 2024 New
$454B
$3.42 Billion 0.82% of portfolio
31,839
Q4 2024 New
$337B
$3.15 Billion 0.75% of portfolio
17,700
Q4 2024 New
$400B
$2.85 Billion 0.68% of portfolio
19,737
Q4 2024 New
$809B
$2.48 Billion 0.59% of portfolio
10,332
Q4 2024 New
$65.5B
$2.33 Billion 0.56% of portfolio
22,516
Q4 2024 New
$835B
$2.28 Billion 0.54% of portfolio
2,950
Q4 2024 New
$324B
$2.04 Billion 0.49% of portfolio
15,206
Q4 2024 New
$127B
$2.07 Billion 0.49% of portfolio
7,060
Q4 2024 New
$299B
$1.87 Billion 0.45% of portfolio
12,942
Q4 2024 New
$94.4B
$1.88 Billion 0.45% of portfolio
35,901
Q4 2024 New
$226B
$1.69 Billion 0.4% of portfolio
14,945
Q4 2024 New
$65.6B
$1.54 Billion 0.37% of portfolio
6,809
Q4 2024 New
$493B
$1.33 Billion 0.32% of portfolio
2,622
Q4 2024 New
$129B
$1.22 Billion 0.29% of portfolio
13,329
Q4 2024 New
$57.7B
$1.12 Billion 0.27% of portfolio
4,761
Q4 2024 New
$224B
$1.15 Billion 0.27% of portfolio
9,563
Q4 2024 New
-
$1.04 Billion 0.25% of portfolio
-
Q4 2024 New
$614B
$1.02 Billion 0.24% of portfolio
2,248
Q4 2024 New
$39.4B
$972 Million 0.23% of portfolio
4,621
Q4 2024 New
$276B
$929 Million 0.22% of portfolio
14,928
Q4 2024 New
$217B
$897 Million 0.21% of portfolio
3,095
Q4 2024 New
$462B
$886 Million 0.21% of portfolio
967
Q4 2024 New
$199B
$895 Million 0.21% of portfolio
5,884
Q4 2024 New
$57.9B
$901 Million 0.21% of portfolio
7,912
Q4 2024 New
$91.1B
$849 Million 0.2% of portfolio
3,660
Q4 2024 New
$275B
$720 Million 0.17% of portfolio
7,966
Q4 2024 New
$121B
$709 Million 0.17% of portfolio
4,112
Q4 2024 New
$192B
$696 Million 0.17% of portfolio
1,919
Q4 2024 New
$226B
$686 Million 0.16% of portfolio
3,121
Q4 2024 New
$157B
$681 Million 0.16% of portfolio
2,612
Q4 2024 New
$73.5B
$677 Million 0.16% of portfolio
5,463
Q4 2024 New
$569B
$684 Million 0.16% of portfolio
2,163
Q4 2024 New
$63.3B
$631 Million 0.15% of portfolio
14,539
Q4 2024 New
$256B
$605 Million 0.14% of portfolio
10,217
Q4 2024 New
$134B
$606 Million 0.14% of portfolio
8,453
Q4 2024 New
$189B
$577 Million 0.14% of portfolio
3,759
Q4 2024 New
$10.4B
$585 Million 0.14% of portfolio
5,250
Q4 2024 New
$167B
$570 Million 0.14% of portfolio
14,259
Q4 2024 New
$33.4B
$568 Million 0.14% of portfolio
10,630
Q4 2024 New
$188B
$603 Million 0.14% of portfolio
5,211
Q4 2024 New
$15.9B
$533 Million 0.13% of portfolio
17,000
Q4 2024 New
$470B
$556 Million 0.13% of portfolio
3,335
Q4 2024 New
$158B
$538 Million 0.13% of portfolio
7,641
Q4 2024 New
$68.9B
$555 Million 0.13% of portfolio
1,914
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 133
  • Current Value $420 Billion
  • Prior Value $406 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 133 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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