Oak Hill Wealth Advisors, LLC Portfolio Holdings

Oak Hill Wealth Advisors, LLC

  • $406 Billion
  • Q3 2024

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

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
Track This Portfolio

Track Oak Hill Wealth Advisors, LLC Portfolio

Follow Oak Hill Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oak Hill Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Hill Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email