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
$45.5B
$527 Million 0.13% of portfolio
9,789
Q4 2024 New
$116B
$483 Million 0.12% of portfolio
994
Q4 2024 New
$88.5B
$514 Million 0.12% of portfolio
4,773
Q4 2024 New
$175B
$522 Million 0.12% of portfolio
22,914
Q4 2024 New
$7.95B
$516 Million 0.12% of portfolio
10,800
Q4 2024 New
$15.7B
$443 Million 0.11% of portfolio
3,600
Q4 2024 New
$125B
$431 Million 0.1% of portfolio
1,300
Q4 2024 New
$201B
$400 Million 0.1% of portfolio
900
Q4 2024 New
$34.9B
$399 Million 0.1% of portfolio
6,254
Q4 2024 New
$82.8B
$432 Million 0.1% of portfolio
3,344
Q4 2024 New
$72.1B
$412 Million 0.1% of portfolio
877
Q4 2024 New
$138B
$370 Million 0.09% of portfolio
1,637
Q4 2024 New
$202B
$328 Million 0.08% of portfolio
2,942
Q4 2024 New
$67.8B
$329 Million 0.08% of portfolio
1,159
Q4 2024 New
$156B
$352 Million 0.08% of portfolio
1,426
Q4 2024 New
$174B
$330 Million 0.08% of portfolio
2,730
Q4 2024 New
$326B
$322 Million 0.08% of portfolio
962
Q4 2024 New
$60.5B
$341 Million 0.08% of portfolio
2,525
Q4 2024 New
$306B
$331 Million 0.08% of portfolio
4,719
Q4 2024 New
$51.6B
$320 Million 0.08% of portfolio
3,470
Q4 2024 New
$224B
$286 Million 0.07% of portfolio
500
Q4 2024 New
$417B
$294 Million 0.07% of portfolio
756
Q4 2024 New
$380B
$281 Million 0.07% of portfolio
6,387
Q4 2024 New
$87.9B
$244 Million 0.06% of portfolio
1,328
Q4 2024 New
$36B
$235 Million 0.06% of portfolio
3,068
Q4 2024 New
$10.4B
$250 Million 0.06% of portfolio
855
Q4 2024 New
$141B
$266 Million 0.06% of portfolio
628
Q4 2024 New
$60.8B
$247 Million 0.06% of portfolio
9,000
Q4 2024 New
$44B
$237 Million 0.06% of portfolio
1,811
Q4 2024 New
$68.5B
$256 Million 0.06% of portfolio
7,930
Q4 2024 New
$82.5B
$241 Million 0.06% of portfolio
1,912
Q4 2024 New
$224B
$239 Million 0.06% of portfolio
1,431
Q4 2024 New
$144B
$245 Million 0.06% of portfolio
9,248
Q4 2024 New
$52.9B
$258 Million 0.06% of portfolio
1,840
Q4 2024 New
$94.3B
$236 Million 0.06% of portfolio
2,135
Q4 2024 New
$28.4B
$263 Million 0.06% of portfolio
1,400
Q4 2024 New
$2.7B
$218 Million 0.05% of portfolio
2,800
Q4 2024 New
$221B
$204 Million 0.05% of portfolio
2,050
Q4 2024 New
$2.63B
$106 Million 0.03% of portfolio
13,000
Q4 2024 New
$152M
$145 Million 0.03% of portfolio
10,330
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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