Oak Hill Wealth Advisors, LLC Portfolio Holdings
Oak Hill Wealth Advisors, LLC
- $330 Billion
- Q2 2024
Oak Hill Wealth Advisors, LLC has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $330 Billion distributed in 114 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $59.1B, Vanguard Mid Cap ETF with a value of $40.1B, Vanguard Dividend Appreciation with a value of $35.8B, Vanguard Whitehall Fds (Vangua with a value of $21.6B, and Vanguard Small Cap ETF with a value of $13.2B.
Examining the 13F form we can see an increase of $16.4B in the current position value, from $314B to 330B.
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.
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 114
- Current Value $330 Billion
- Prior Value $314 Billion
- Filing
- Period Q2 2024
- Filing Date July 12, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 114 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks