Oak Hill Wealth Advisors, LLC Portfolio Holdings

Oak Hill Wealth Advisors, LLC

  • $431 Billion
  • Q1 2025

Oak Hill Wealth Advisors, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $431 Billion distributed in 138 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $35.5B, Vanguard Ftse Developed Market with a value of $32.7B, Vanguard Dividend Appreciation with a value of $30.6B, Vanguard Large Cap ETF with a value of $25.3B, and Vanguard Growth ETF with a value of $24.1B.

Examining the 13F form we can see an increase of $11.5B in the current position value, from $420B to 431B.

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 $431 Billion
ETFs: $310 Billion
Technology: $28.4 Billion
Healthcare: $16.1 Billion
Consumer Defensive: $15.9 Billion
Consumer Cyclical: $11.3 Billion
Industrials: $10.3 Billion
Financial Services: $10.1 Billion
Communication Services: $8.54 Billion
Other: $11.7 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.2T
$12.9 Billion 3.0% of portfolio
58,269
Q1 2025 Added 0.44%
$3.25T
$9.35 Billion 2.17% of portfolio
24,898
Q1 2025 Reduced 2.76%
$1.9T
$8.35 Billion 1.94% of portfolio
43,899
Q1 2025 Added 2.57%
$376B
$6.28 Billion 1.46% of portfolio
36,832
Q1 2025 Added 2.94%
$957B
$5.68 Billion 1.32% of portfolio
36,711
Q1 2025 Added 1.94%
$430B
$3.78 Billion 0.88% of portfolio
31,743
Q1 2025 Reduced 0.3%
$347B
$3.7 Billion 0.86% of portfolio
17,679
Q1 2025 Reduced 0.12%
$405B
$3.22 Billion 0.75% of portfolio
19,438
Q1 2025 Reduced 1.51%
$741B
$2.69 Billion 0.62% of portfolio
10,960
Q1 2025 Added 6.08%
$66.8B
$2.48 Billion 0.58% of portfolio
22,320
Q1 2025 Reduced 0.87%
$107B
$2.43 Billion 0.56% of portfolio
40,567
Q1 2025 Added 13.0%
$781B
$2.39 Billion 0.55% of portfolio
2,894
Q1 2025 Reduced 1.9%
-
$2.19 Billion 0.51% of portfolio
-
Q1 2025 Added 111.35%
$126B
$2.16 Billion 0.5% of portfolio
7,060
Q4 2024 New
$265B
$2.09 Billion 0.49% of portfolio
12,520
Q1 2025 Reduced 3.26%
$232B
$1.91 Billion 0.44% of portfolio
14,374
Q1 2025 Reduced 3.82%
$47.6B
$1.53 Billion 0.36% of portfolio
6,699
Q1 2025 Reduced 1.62%
$223B
$1.54 Billion 0.36% of portfolio
6,175
Q1 2025 Added 97.85%
$379B
$1.43 Billion 0.33% of portfolio
2,727
Q1 2025 Added 4.0%
$284B
$1.39 Billion 0.32% of portfolio
12,822
Q1 2025 Reduced 15.68%
$1.01T
$1.27 Billion 0.3% of portfolio
8,148
Q1 2025 Reduced 0.1%
$97.4B
$1.2 Billion 0.28% of portfolio
12,259
Q1 2025 Reduced 8.03%
$694B
$1.19 Billion 0.28% of portfolio
2,234
Q1 2025 Reduced 0.62%
$310B
$1.16 Billion 0.27% of portfolio
16,128
Q1 2025 Added 8.04%
$51.5B
$1.03 Billion 0.24% of portfolio
4,360
Q1 2025 Reduced 8.42%
$51.4B
$977 Million 0.23% of portfolio
7,912
Q4 2024 New
$232B
$967 Million 0.22% of portfolio
3,095
Q4 2024 New
$41.8B
$967 Million 0.22% of portfolio
4,621
Q4 2024 New
$182B
$927 Million 0.22% of portfolio
6,183
Q1 2025 Added 5.08%
$449B
$918 Million 0.21% of portfolio
970
Q1 2025 Added 0.31%
$570B
$758 Million 0.18% of portfolio
2,163
Q4 2024 New
$150B
$751 Million 0.17% of portfolio
2,410
Q1 2025 Reduced 7.73%
$189B
$690 Million 0.16% of portfolio
5,211
Q4 2024 New
$8.44B
$683 Million 0.16% of portfolio
10,700
Q1 2025 Reduced 0.93%
$93B
$694 Million 0.16% of portfolio
5,692
Q1 2025 Added 19.25%
$270B
$693 Million 0.16% of portfolio
7,892
Q1 2025 Reduced 0.93%
$183B
$647 Million 0.15% of portfolio
14,257
Q1 2025 Reduced 0.01%
$171B
$649 Million 0.15% of portfolio
1,969
Q1 2025 Added 2.61%
$196B
$657 Million 0.15% of portfolio
23,247
Q1 2025 Added 1.45%
$130B
$599 Million 0.14% of portfolio
8,453
Q4 2024 New
$35.2B
$595 Million 0.14% of portfolio
10,257
Q1 2025 Reduced 3.51%
$52.2B
$598 Million 0.14% of portfolio
14,521
Q1 2025 Reduced 0.12%
$81.3B
$613 Million 0.14% of portfolio
3,660
Q4 2024 New
$244B
$625 Million 0.14% of portfolio
10,125
Q1 2025 Reduced 0.9%
$96.5B
$575 Million 0.13% of portfolio
4,112
Q4 2024 New
$64.1B
$566 Million 0.13% of portfolio
5,162
Q1 2025 Reduced 5.51%
$60.4B
$550 Million 0.13% of portfolio
1,864
Q1 2025 Reduced 2.61%
$157B
$578 Million 0.13% of portfolio
3,763
Q1 2025 Added 0.11%
$136B
$542 Million 0.13% of portfolio
7,629
Q1 2025 Reduced 0.16%

Summary

  • Portfolio
  • No. of Stocks 138
  • Current Value $431 Billion
  • Prior Value $420 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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