Oak Hill Wealth Advisors, LLC Portfolio Holdings by Sector

Oak Hill Wealth Advisors, LLC

$431 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VTV VEA VIG VV VUG VO BNDX VB 37 stocks	$308 Million 72.87% of portfolio	28	6	2	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$12.9 Million 3.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV JNJ LLY AMGN PFE 5 stocks	$10.3 Million 2.44% of portfolio	-	5	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL ADBE 3 stocks	$10.2 Million 2.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$8.35 Million 1.98% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG 2 stocks	$6.95 Million 1.65% of portfolio	1	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG KMB 2 stocks	$6.53 Million 1.55% of portfolio	2	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$5.87 Million 1.39% of portfolio	-	2	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO PM 2 stocks	$4.23 Million 1.0% of portfolio	2	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM C WFC BAC 4 stocks	$3.83 Million 0.91% of portfolio	1	2	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO QCOM AMD 4 stocks	$2.86 Million 0.68% of portfolio	1	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LHX RTX LMT NOC BWXT 5 stocks	$2.83 Million 0.67% of portfolio	-	2	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DUK NEE D AEP SO 5 stocks	$2.56 Million 0.61% of portfolio	1	2	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services AFL 1 stocks	$2.48 Million 0.59% of portfolio	-	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP PAYX 2 stocks	$2.44 Million 0.58% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$2.3 Million 0.54% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX MCD 2 stocks	$2.17 Million 0.51% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP 2 stocks	$2.08 Million 0.49% of portfolio	2	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$1.91 Million 0.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT TGT 3 stocks	$1.87 Million 0.44% of portfolio	1	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH CVS 2 stocks	$1.72 Million 0.41% of portfolio	2	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$1.54 Million 0.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX 1 stocks	$1.53 Million 0.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials EMR GE ETN DOV 4 stocks	$1.53 Million 0.36% of portfolio	1	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ 2 stocks	$1.3 Million 0.31% of portfolio	1	1	-	-	0 Calls 0 Puts
Railroads \| Industrials NSC CSX 2 stocks	$1.26 Million 0.3% of portfolio	-	2	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$1.19 Million 0.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX 1 stocks	$976,932 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT DE 2 stocks	$943,960 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD RPM 2 stocks	$943,043 0.22% of portfolio	-	2	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive HRL GIS 2 stocks	$899,903 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM HON 2 stocks	$831,960 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$758,045 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare HALO 1 stocks	$682,767 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$624,814 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services TFC 1 stocks	$597,539 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate O 1 stocks	$595,028 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BX 1 stocks	$574,775 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW HD 2 stocks	$573,684 0.14% of portfolio	1	1	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AJG 1 stocks	$400,133 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$290,351 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate AMT 1 stocks	$288,601 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$273,145 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM 1 stocks	$258,162 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy KMI 1 stocks	$256,770 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive SYY 1 stocks	$230,197 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials AYI 1 stocks	$225,164 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities AWR 1 stocks	$220,304 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$210,346 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical HOFT 1 stocks	$103,713 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical HBI 1 stocks	$75,010 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts

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Oak Hill Wealth Advisors, LLC Portfolio Holdings by Sector

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