Oak Hill Wealth Advisors, LLC has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $406 Billion distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: .

Examining the 13F form we can see an increase of $75.9B in the current position value, from $330B to 406B.

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 $406 Billion
ETFs: $301 Billion
Technology: $28.9 Billion
Healthcare: $15.1 Billion
Consumer Defensive: $13.4 Billion
Consumer Cyclical: $11.1 Billion
Communication Services: $9.07 Billion
Financial Services: $8.66 Billion
Industrials: $8.32 Billion
Other: $9.31 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $406 Billion
  • Prior Value $330 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 10, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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