Oak Hill Wealth Advisors, LLC New Holdings in Q4 2024

Oak Hill Wealth Advisors, LLC

  • $420 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
198K
New
$168.32 - $181.87 $33.4M - $36M
198K $33.6B
VIG
Vanguard Dividend Appreciation

ETFs
151K
New
N/A
151K $29.6B
VV
Vanguard Large Cap ETF

ETFs
101K
New
$260.27 - $280.65 $26.2M - $28.3M
101K $27.2B
VEA
Vanguard Ftse Developed Market

ETFs
553K
New
$47.57 - $52.44 $26.3M - $29M
553K $26.4B
VUG
Vanguard Growth ETF

ETFs
63.7K
New
$378.79 - $428.11 $24.1M - $27.3M
63.7K $26.2B
VO
Vanguard Mid Cap ETF

ETFs
81.1K
New
$261.5 - $284.63 $21.2M - $23.1M
81.1K $21.4B
BNDX
Vanguard Total International B

ETFs
378K
New
$48.91 - $50.61 $18.5M - $19.1M
378K $18.5B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
412K
New
$44.04 - $49.49 $18.2M - $20.4M
412K $18.2B
VB
Vanguard Small Cap ETF

ETFs
73.9K
New
$233.76 - $261.58 $17.3M - $19.3M
73.9K $17.7B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
126K
New
$126.68 - $134.74 $15.9M - $16.9M
126K $16B
MSFT
Microsoft Corp

Technology
25.6K
New
$406.35 - $454.46 $10.4M - $11.6M
25.6K $10.8B
VCIT
Vanguard Intermediate Term Cor

ETFs
130K
New
$80.13 - $83.77 $10.4M - $10.9M
130K $10.4B
AMZN
Amazon Com Inc

Consumer Cyclical
42.8K
New
$180.88 - $232.93 $7.74M - $9.97M
42.8K $9.39B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
104K
New
$77.02 - $78.58 $8.04M - $8.2M
104K $8.06B
GOOGL
Alphabet Inc.

Communication Services
36K
New
$161.86 - $196.66 $5.83M - $7.08M
36K $6.82B
PG
Procter & Gamble CO

Consumer Defensive
35.8K
New
$161.05 - $179.7 $5.76M - $6.43M
35.8K $6B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
71K
New
$79.93 - $88.06 $5.68M - $6.25M
71K $5.68B
BND
Vanguard Bd Index Fd Inc Total

ETFs
76.3K
New
$71.75 - $75.11 $5.47M - $5.73M
76.3K $5.48B
VXF
Vanguard Extended Market ETF

ETFs
27.6K
New
$179.17 - $207.15 $4.95M - $5.72M
27.6K $5.25B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
77.2K
New
$67.29 - $73.38 $5.19M - $5.66M
77.2K $5.24B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
86.6K
New
$45.17 - $47.23 $3.91M - $4.09M
86.6K $3.93B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
49.9K
New
$74.5 - $78.37 $3.72M - $3.91M
49.9K $3.73B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
52.8K
New
$68.25 - $75.42 $3.61M - $3.99M
52.8K $3.62B
XOM
Exxon Mobil Corp

Energy
31.8K
New
$105.51 - $125.37 $3.36M - $3.99M
31.8K $3.42B
ABBV
Abb Vie Inc.

Healthcare
17.7K
New
$164.99 - $203.87 $2.92M - $3.61M
17.7K $3.15B
VGLT
Vanguard Long Term Treasury Et

ETFs
52.5K
New
$55.1 - $61.74 $2.89M - $3.24M
52.5K $2.91B
JNJ
Johnson & Johnson

Healthcare
19.7K
New
$143.34 - $165.86 $2.83M - $3.27M
19.7K $2.85B
VTI
Vanguard Total Stock Market Et

ETFs
8.63K
New
$280.04 - $302.45 $2.42M - $2.61M
8.63K $2.5B
JPM
Jpmorgan Chase & CO

Financial Services
10.3K
New
$205.18 - $250.29 $2.12M - $2.59M
10.3K $2.48B
AFL
Aflac Inc

Financial Services
22.5K
New
$100.37 - $115.27 $2.26M - $2.6M
22.5K $2.33B
LLY
Eli Lilly & CO

Healthcare
2.95K
New
$727.2 - $932.06 $2.15M - $2.75M
2.95K $2.28B
ADP
Automatic Data Processing Inc

Industrials
7.06K
New
$280.08 - $307.97 $1.98M - $2.17M
7.06K $2.07B
NVDA
Nvidia Corp

Technology
15.2K
New
$117.0 - $148.88 $1.78M - $2.26M
15.2K $2.04B
MO
Altria Group, Inc.

Consumer Defensive
35.9K
New
$49.06 - $57.74 $1.76M - $2.07M
35.9K $1.88B
CVX
Chevron Corp

Energy
12.9K
New
$141.15 - $162.53 $1.83M - $2.1M
12.9K $1.87B
ABT
Abbott Laboratories

Healthcare
14.9K
New
$111.93 - $119.39 $1.67M - $1.78M
14.9K $1.69B
VGSH
Vanguard

ETFs
28.5K
New
$58.02 - $58.88 $1.65M - $1.68M
28.5K $1.66B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
32.1K
New
$49.79 - $51.14 $1.6M - $1.64M
32.1K $1.61B
GOOG
Alphabet Inc.

Communication Services
8.16K
New
$163.08 - $198.16 $1.33M - $1.62M
8.16K $1.55B
BDX
Becton Dickinson & CO

Healthcare
6.81K
New
$220.02 - $243.75 $1.5M - $1.66M
6.81K $1.54B
UNH
Unitedhealth Group Inc

Healthcare
2.62K
New
$485.52 - $625.25 $1.27M - $1.64M
2.62K $1.33B
SBUX
Starbucks Corp

Consumer Cyclical
13.3K
New
$87.44 - $102.5 $1.17M - $1.37M
13.3K $1.22B
PM
Philip Morris International Inc.

Consumer Defensive
9.56K
New
$118.38 - $133.06 $1.13M - $1.27M
9.56K $1.15B
NSC
Norfolk Southern Corp

Industrials
4.76K
New
$230.6 - $277.0 $1.1M - $1.32M
4.76K $1.12B
Blackrock Inc
1.08K
New
N/A
1.08K $1.1B
CGMU
Capital Group Core Plus Income
38.6K
New
N/A
38.6K $1.04B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.25K
New
$442.29 - $483.08 $994K - $1.09M
2.25K $1.02B
CGDV
Capital Group Divid Value ETF

ETFs
27.7K
New
$35.16 - $37.12 $973K - $1.03M
27.7K $976M
LHX
L3 Harris Technologies, Inc.

Industrials
4.62K
New
$208.94 - $264.22 $966K - $1.22M
4.62K $972M
Activity Summary
Buys All Purchases 133 New Holdings 133 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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