Oak Hill Wealth Advisors, LLC Portfolio Holdings by Sector
Oak Hill Wealth Advisors, LLC
- $330 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VV VO VIG VYM VB VWO VIGI VYMI 31 stocks |
$226 Million
68.55% of portfolio
|
  31  
|
- |
  31  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$12.4 Million
3.76% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ADBE 2 stocks |
$10.9 Million
3.32% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV JNJ LLY AMGN PFE MRK 6 stocks |
$9.19 Million
2.79% of portfolio
|
  6  
|
- |
  6  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$8.77 Million
2.66% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$8.35 Million
2.53% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
PG KMB 2 stocks |
$6.03 Million
1.83% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA QCOM AVGO AMD INTC MCHP 6 stocks |
$4.25 Million
1.29% of portfolio
|
  6  
|
- |
  6  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$4.22 Million
1.28% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM C BAC 3 stocks |
$3.06 Million
0.93% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2.39 Million
0.72% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
MO PM 2 stocks |
$2.24 Million
0.68% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
AFL 1 stocks |
$2.09 Million
0.64% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$1.77 Million
0.54% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$1.73 Million
0.53% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST WMT TGT 3 stocks |
$1.71 Million
0.52% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
D NEE SO DUK AEP 5 stocks |
$1.71 Million
0.52% of portfolio
|
  5  
|
- |
  5  
|
- |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH CVS 2 stocks |
$1.69 Million
0.51% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
SBUX MCD 2 stocks |
$1.67 Million
0.51% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ABT 1 stocks |
$1.57 Million
0.48% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
LHX RTX 2 stocks |
$1.54 Million
0.47% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
EMR ETN GE DOV 4 stocks |
$1.53 Million
0.47% of portfolio
|
  4  
|
- |
  4  
|
- |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
BDX 1 stocks |
$1.49 Million
0.45% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
BLK BX TROW 3 stocks |
$1.45 Million
0.44% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ T 2 stocks |
$1.18 Million
0.36% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$1.17 Million
0.35% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Railroads | Industrials
NSC CSX 2 stocks |
$1.11 Million
0.34% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
HRL GIS 2 stocks |
$904,971
0.27% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$877,874
0.27% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
APD RPM 2 stocks |
$838,388
0.25% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
REIT—Retail | Real Estate
O 1 stocks |
$749,161
0.23% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Conglomerates | Industrials
MMM HON 2 stocks |
$592,104
0.18% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$583,964
0.18% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Biotechnology | Healthcare
HALO 1 stocks |
$565,488
0.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$561,103
0.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$468,072
0.14% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$412,433
0.13% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS 1 stocks |
$346,364
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
AJG 1 stocks |
$300,609
0.09% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
AMT 1 stocks |
$271,873
0.08% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
CRM 1 stocks |
$255,055
0.08% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Capital Markets | Financial Services
GS 1 stocks |
$226,160
0.07% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$211,417
0.06% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Utilities—Regulated Water | Utilities
AWR 1 stocks |
$203,196
0.06% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Apparel Manufacturing | Consumer Cyclical
HBI 1 stocks |
$64,090
0.02% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|