Oak Hill Wealth Advisors

Oak Hill Wealth Advisors as of Dec. 31, 2023

Portfolio Holdings for Oak Hill Wealth Advisors

Oak Hill Wealth Advisors holds 107 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Large Cap Etf (VV) 19.1 $55M 254k 218.15
Vanguard Index Fds Mid Cap Etf (VO) 13.8 $40M 172k 232.64
Vanguard Specialized Funds Div App Etf (VIG) 11.4 $33M 195k 170.40
Vanguard Whitehall Fds High Div Yld (VYM) 6.9 $20M 181k 111.63
Vanguard Index Fds Small Cp Etf (VB) 4.2 $12M 57k 213.33
Apple (AAPL) 4.0 $12M 60k 192.53
Microsoft Corporation (MSFT) 3.2 $9.2M 24k 376.04
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 2.5 $7.3M 92k 79.34
Amazon (AMZN) 2.4 $7.0M 46k 151.94
Vanguard Whitehall Fds Intl High Etf (VYMI) 1.9 $5.6M 85k 66.49
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.9 $5.5M 134k 41.10
Alphabet Cap Stk Cl A (GOOGL) 1.8 $5.3M 38k 139.69
Procter & Gamble Company (PG) 1.8 $5.2M 35k 146.54
Vanguard Index Fds Extend Mkt Etf (VXF) 1.7 $4.9M 30k 164.42
Johnson & Johnson (JNJ) 1.0 $2.9M 18k 156.74
Abbvie (ABBV) 1.0 $2.8M 18k 154.97
Exxon Mobil Corporation (XOM) 0.8 $2.4M 24k 99.98
AFLAC Incorporated (AFL) 0.7 $2.1M 25k 82.50
JPMorgan Chase & Co. (JPM) 0.7 $2.0M 12k 170.10
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $1.8M 36k 51.05
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.7M 7.2k 237.22
Automatic Data Processing (ADP) 0.6 $1.7M 7.3k 232.98
Abbott Laboratories (ABT) 0.6 $1.7M 15k 110.07
Becton, Dickinson and (BDX) 0.5 $1.6M 6.5k 243.81
Chevron Corporation (CVX) 0.5 $1.6M 11k 149.16
Eli Lilly & Co. (LLY) 0.5 $1.5M 2.6k 582.84
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $1.5M 32k 47.90
Starbucks Corporation (SBUX) 0.5 $1.5M 15k 96.01
UnitedHealth (UNH) 0.5 $1.4M 2.7k 526.54
Altria (MO) 0.4 $1.3M 32k 40.34
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.2M 8.3k 140.93
Phillips 66 (PSX) 0.4 $1.1M 8.5k 133.15
L3harris Technologies (LHX) 0.4 $1.1M 5.3k 210.61
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.4 $1.1M 14k 81.28
Vanguard Index Fds Value Etf (VTV) 0.4 $1.1M 7.2k 149.50
Norfolk Southern (NSC) 0.4 $1.0M 4.4k 236.37
BlackRock (BLK) 0.3 $1.0M 1.3k 811.81
NVIDIA Corporation (NVDA) 0.3 $968k 2.0k 495.26
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $941k 2.6k 356.66
Coca-Cola Company (KO) 0.3 $928k 16k 58.93
Vanguard Index Fds Growth Etf (VUG) 0.3 $889k 2.9k 310.88
Pepsi (PEP) 0.3 $854k 5.0k 169.83
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $809k 4.5k 179.97
Realty Income (O) 0.3 $801k 14k 57.42
Amgen (AMGN) 0.3 $775k 2.7k 287.98
McDonald's Corporation (MCD) 0.3 $733k 2.5k 296.54
Philip Morris International (PM) 0.2 $700k 7.4k 94.08
Costco Wholesale Corporation (COST) 0.2 $635k 962.00 660.16
Air Products & Chemicals (APD) 0.2 $628k 2.3k 273.80
At&t (T) 0.2 $623k 37k 16.78
Verizon Communications (VZ) 0.2 $614k 16k 37.70
Dominion Resources (D) 0.2 $606k 13k 47.00
Cisco Systems (CSCO) 0.2 $603k 12k 50.52
Adobe Systems Incorporated (ADBE) 0.2 $587k 983.00 596.60
Emerson Electric (EMR) 0.2 $579k 6.0k 97.33
Caterpillar (CAT) 0.2 $572k 1.9k 295.74
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.2 $565k 17k 32.64
CVS Caremark Corporation (CVS) 0.2 $549k 7.0k 78.96
Hormel Foods Corporation (HRL) 0.2 $546k 17k 32.11
Qualcomm (QCOM) 0.2 $539k 3.7k 144.63
Pfizer (PFE) 0.2 $503k 18k 28.79
International Business Machines (IBM) 0.2 $465k 2.8k 163.56
Halozyme Therapeutics (HALO) 0.2 $462k 13k 36.96
Blackstone Group Inc Com Cl A (BX) 0.2 $455k 3.5k 130.92
3M Company (MMM) 0.2 $448k 4.1k 109.31
Vanguard World Fds Financials Etf (VFH) 0.2 $448k 4.9k 92.26
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.2 $440k 8.8k 50.23
Raytheon Technologies Corp (RTX) 0.1 $434k 5.2k 84.14
Target Corporation (TGT) 0.1 $429k 3.0k 142.42
Intel Corporation (INTC) 0.1 $428k 8.5k 50.25
Wal-Mart Stores (WMT) 0.1 $427k 2.7k 157.68
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $421k 964.00 436.88
Nextera Energy (NEE) 0.1 $415k 6.8k 60.74
Broadcom (AVGO) 0.1 $409k 366.00 1116.25
Citigroup Com New (C) 0.1 $406k 7.9k 51.44
General Mills (GIS) 0.1 $398k 6.1k 65.14
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $396k 6.8k 57.96
Lowe's Companies (LOW) 0.1 $377k 1.7k 222.55
Duke Energy Corp Com New (DUK) 0.1 $338k 3.5k 97.04
CSX Corporation (CSX) 0.1 $332k 9.6k 34.67
Eaton Corp SHS (ETN) 0.1 $313k 1.3k 240.82
Honeywell International (HON) 0.1 $305k 1.5k 209.68
American Tower Reit (AMT) 0.1 $302k 1.4k 215.83
RPM International (RPM) 0.1 $290k 2.6k 111.63
Nike CL B (NKE) 0.1 $281k 2.6k 108.57
American States Water Company (AWR) 0.1 $273k 3.4k 80.42
Home Depot (HD) 0.1 $271k 783.00 346.61
T. Rowe Price (TROW) 0.1 $269k 2.5k 107.69
Southern Company (SO) 0.1 $265k 3.8k 70.12
Dover Corporation (DOV) 0.1 $262k 1.7k 153.81
Arthur J. Gallagher & Co. (AJG) 0.1 $261k 1.2k 224.93
Thomson Reuters Corp. (TRI) 0.1 $258k 1.8k 146.22
salesforce (CRM) 0.1 $256k 972.00 263.14
Ishares Tr Core S&p500 Etf (IVV) 0.1 $251k 526.00 477.63
Advanced Micro Devices (AMD) 0.1 $239k 1.6k 147.41
General Electric Com New (GE) 0.1 $234k 1.8k 133.30
Walt Disney Company (DIS) 0.1 $233k 2.6k 90.30
American Electric Power Company (AEP) 0.1 $233k 2.9k 81.22
Vanguard World Fds Health Car Etf (VHT) 0.1 $230k 919.00 250.70
Bank of America Corporation (BAC) 0.1 $227k 6.7k 33.67
Microchip Technology (MCHP) 0.1 $220k 2.4k 90.18
Merck & Co (MRK) 0.1 $219k 2.0k 109.02
SYSCO Corporation (SYY) 0.1 $218k 3.0k 73.14
United Parcel Service CL B (UPS) 0.1 $210k 1.3k 157.28
Kinder Morgan (KMI) 0.1 $179k 10k 17.64
Elme Communities Sh Ben Int (ELME) 0.1 $157k 11k 14.60
Hanesbrands (HBI) 0.0 $58k 13k 4.46