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Oak Hill Wealth Advisors

Latest statistics and disclosures from Oak Hill Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VV, VO, VIG, VYM, VB, and represent 56.82% of Oak Hill Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VO, VV, VYM, VYMI, VIG, VB, VIGI, GS, IEMG, WMT.
Started 2 new stock positions in IEMG, GS.
Reduced shares in these 10 stocks: MSFT, NVDA, NKE, BLK, UPS, AFL, PG, PSX, AAPL, KO.
Sold out of its positions in NKE, UPS.
Oak Hill Wealth Advisors was a net buyer of stock by $1.3M.
Oak Hill Wealth Advisors has $314M in assets under management (AUM), dropping by 7.92%.
Central Index Key (CIK): 0001964849

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Portfolio Holdings for Oak Hill Wealth Advisors

Oak Hill Wealth Advisors holds 107 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Large Cap Etf Put Option (VV)	19.7	$62M		258k	239.76	View chart
Vanguard Index Fds Mid Cap Etf Put Option (VO)	14.2	$44M	+3%	178k	249.86	View chart
Vanguard Specialized Funds Div App Etf Put Option (VIG)	11.5	$36M		197k	182.61	View chart
Vanguard Whitehall Fds High Div Yld Put Option (VYM)	7.2	$23M	+2%	186k	120.99	View chart
Vanguard Index Fds Small Cp Etf Put Option (VB)	4.2	$13M	+2%	58k	228.59	View chart
Apple Put Option (AAPL)	3.2	$10M		59k	171.48	View chart
Microsoft Corporation Put Option (MSFT)	3.2	$9.9M	-3%	24k	420.88	View chart
Amazon Put Option (AMZN)	2.6	$8.2M		46k	180.42	View chart
Vanguard Whitehall Fds Intl Dvd Etf Put Option (VIGI)	2.5	$7.7M	+3%	95k	81.53	View chart
Vanguard Whitehall Fds Intl High Etf Put Option (VYMI)	2.0	$6.4M	+9%	93k	68.80	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf Put Option (VWO)	1.8	$5.7M	+2%	137k	41.78	View chart
Alphabet Cap Stk Cl A Put Option (GOOGL)	1.8	$5.7M		38k	151.17	View chart
Procter & Gamble Company Put Option (PG)	1.8	$5.6M	-2%	34k	162.25	View chart
Vanguard Index Fds Extend Mkt Etf Put Option (VXF)	1.7	$5.2M		30k	175.27	View chart
Abbvie Put Option (ABBV)	1.0	$3.1M	-3%	17k	182.10	View chart
Johnson & Johnson Put Option (JNJ)	0.9	$2.8M	-2%	18k	158.19	View chart
Exxon Mobil Corporation Put Option (XOM)	0.9	$2.8M		24k	116.24	View chart
JPMorgan Chase & Co. Put Option (JPM)	0.7	$2.3M		12k	200.29	View chart
Eli Lilly & Co. Put Option (LLY)	0.7	$2.0M		2.6k	777.92	View chart
AFLAC Incorporated Put Option (AFL)	0.6	$2.0M	-8%	23k	85.86	View chart
Vanguard Index Fds Total Stk Mkt Put Option (VTI)	0.6	$1.8M		7.1k	259.91	View chart
Automatic Data Processing Put Option (ADP)	0.6	$1.8M		7.3k	249.75	View chart
Vanguard Mun Bd Fds Tax Exempt Bd Put Option (VTEB)	0.6	$1.8M	-2%	35k	50.60	View chart
Abbott Laboratories Put Option (ABT)	0.5	$1.7M		15k	113.66	View chart
Chevron Corporation Put Option (CVX)	0.5	$1.6M	-2%	10k	157.95	View chart
Becton, Dickinson and Put Option (BDX)	0.5	$1.6M		6.5k	247.43	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt Put Option (VEA)	0.5	$1.6M	-2%	31k	50.17	View chart
NVIDIA Corporation Put Option (NVDA)	0.5	$1.5M	-15%	1.6k	903.65	View chart
Altria Put Option (MO)	0.4	$1.4M		32k	43.62	View chart
Starbucks Corporation Put Option (SBUX)	0.4	$1.4M		15k	91.39	View chart
UnitedHealth Put Option (UNH)	0.4	$1.3M		2.7k	494.74	View chart
Alphabet Cap Stk Cl C Put Option (GOOG)	0.4	$1.3M		8.2k	153.02	View chart
Phillips 66 Put Option (PSX)	0.4	$1.2M	-10%	7.6k	163.33	View chart
Vanguard Index Fds Value Etf Put Option (VTV)	0.4	$1.2M		7.1k	162.86	View chart
Norfolk Southern Put Option (NSC)	0.4	$1.1M		4.4k	254.86	View chart
L3harris Technologies Put Option (LHX)	0.4	$1.1M	-3%	5.2k	213.09	View chart
Vanguard Scottsdale Fds Int-term Corp Put Option (VCIT)	0.3	$1.1M	-2%	13k	80.51	View chart
Berkshire Hathaway Inc Del Cl B New Put Option (BRK.B)	0.3	$1.0M	-9%	2.4k	420.52	View chart
Vanguard Index Fds Growth Etf Put Option (VUG)	0.3	$983k		2.9k	344.20	View chart
Pepsi Put Option (PEP)	0.3	$880k		5.0k	175.00	View chart
BlackRock Put Option (BLK)	0.3	$827k	-20%	992.00	833.71	View chart
Coca-Cola Company Put Option (KO)	0.3	$824k	-14%	14k	61.18	View chart
Realty Income Put Option (O)	0.2	$784k	+3%	15k	54.10	View chart
Amgen Put Option (AMGN)	0.2	$757k		2.7k	284.28	View chart
Vanguard Index Fds Sm Cp Val Etf Put Option (VBR)	0.2	$729k	-15%	3.8k	191.88	View chart
McDonald's Corporation Put Option (MCD)	0.2	$697k		2.5k	281.98	View chart
Caterpillar Put Option (CAT)	0.2	$696k		1.9k	366.52	View chart
Costco Wholesale Corporation Put Option (COST)	0.2	$684k	-2%	934.00	732.72	View chart
Philip Morris International Put Option (PM)	0.2	$682k		7.4k	91.62	View chart
Verizon Communications Put Option (VZ)	0.2	$676k		16k	41.96	View chart
Emerson Electric Put Option (EMR)	0.2	$675k		6.0k	113.42	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec Put Option (RSPT)	0.2	$609k		17k	35.19	View chart
Hormel Foods Corporation Put Option (HRL)	0.2	$593k		17k	34.89	View chart
At&t Put Option (T)	0.2	$590k	-9%	34k	17.60	View chart
Cisco Systems Put Option (CSCO)	0.2	$552k	-7%	11k	49.91	View chart
Air Products & Chemicals Put Option (APD)	0.2	$549k		2.3k	242.27	View chart
Dominion Resources Put Option (D)	0.2	$535k	-15%	11k	49.19	View chart
International Business Machines Put Option (IBM)	0.2	$515k	-5%	2.7k	190.94	View chart
Target Corporation Put Option (TGT)	0.2	$503k	-5%	2.8k	177.21	View chart
Citigroup Com New Put Option (C)	0.2	$499k		7.9k	63.24	View chart
Adobe Systems Incorporated Put Option (ADBE)	0.2	$496k		983.00	504.60	View chart
Raytheon Technologies Corp Put Option (RTX)	0.2	$495k		5.1k	97.53	View chart
Qualcomm Put Option (QCOM)	0.2	$495k	-21%	2.9k	169.31	View chart
Vanguard World Financials Etf Put Option (VFH)	0.2	$487k	-2%	4.8k	102.39	View chart
Broadcom Put Option (AVGO)	0.1	$465k	-4%	351.00	1325.41	View chart
Halozyme Therapeutics Put Option (HALO)	0.1	$460k	-9%	11k	40.68	View chart
Blackstone Group Inc Com Cl A Put Option (BX)	0.1	$457k		3.5k	131.37	View chart
CVS Caremark Corporation Put Option (CVS)	0.1	$435k	-21%	5.5k	79.76	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc Put Option (JPST)	0.1	$434k		8.6k	50.45	View chart
Vanguard Index Fds S&p 500 Etf Shs Put Option (VOO)	0.1	$432k	-6%	899.00	480.70	View chart
Lowe's Companies Put Option (LOW)	0.1	$432k		1.7k	254.73	View chart
Nextera Energy Put Option (NEE)	0.1	$430k		6.7k	63.91	View chart
General Mills Put Option (GIS)	0.1	$428k		6.1k	69.97	View chart
Pfizer Put Option (PFE)	0.1	$419k	-13%	15k	27.75	View chart
3M Company Put Option (MMM)	0.1	$415k	-4%	3.9k	106.06	View chart
Eaton Corp SHS Put Option (ETN)	0.1	$407k		1.3k	312.68	View chart
Vanguard Star Fds Vg Tl Intl Stk F Put Option (VXUS)	0.1	$401k	-2%	6.6k	60.30	View chart
CSX Corporation Put Option (CSX)	0.1	$355k		9.6k	37.07	View chart
Intel Corporation Put Option (INTC)	0.1	$339k	-9%	7.7k	44.17	View chart
Wal-Mart Stores Put Option (WMT)	0.1	$332k	+103%	5.5k	60.17	View chart
Walt Disney Company Put Option (DIS)	0.1	$316k		2.6k	122.38	View chart
RPM International Put Option (RPM)	0.1	$309k		2.6k	118.95	View chart
General Electric Com New Put Option (GE)	0.1	$307k		1.7k	175.50	View chart
Honeywell International Put Option (HON)	0.1	$299k		1.5k	205.22	View chart
Advanced Micro Devices Put Option (AMD)	0.1	$297k		1.6k	180.49	View chart
salesforce Put Option (CRM)	0.1	$293k		972.00	301.18	View chart
Home Depot Put Option (HD)	0.1	$290k	-3%	757.00	383.67	View chart
Arthur J. Gallagher & Co. Put Option (AJG)	0.1	$290k		1.2k	250.10	View chart
Ishares Tr Core S&p500 Etf Put Option (IVV)	0.1	$277k		526.00	525.73	View chart
American Tower Reit Put Option (AMT)	0.1	$276k		1.4k	197.54	View chart
Thomson Reuters Corp. Put Option (TRI)	0.1	$275k		1.8k	155.83	View chart
Southern Company Put Option (SO)	0.1	$271k		3.8k	71.74	View chart
T. Rowe Price Put Option (TROW)	0.1	$268k	-11%	2.2k	121.92	View chart
Dover Corporation Put Option (DOV)	0.1	$266k	-11%	1.5k	177.19	View chart
Merck & Co Put Option (MRK)	0.1	$265k		2.0k	131.95	View chart
Bank of America Corporation Put Option (BAC)	0.1	$255k		6.7k	37.92	View chart
Vanguard World Health Car Etf Put Option (VHT)	0.1	$249k		919.00	270.52	View chart
American Electric Power Company Put Option (AEP)	0.1	$247k		2.9k	86.10	View chart
American States Water Company Put Option (AWR)	0.1	$246k		3.4k	72.24	View chart
SYSCO Corporation Put Option (SYY)	0.1	$242k		3.0k	81.19	View chart
Duke Energy Corp Com New Put Option (DUK)	0.1	$226k	-32%	2.3k	96.69	View chart
Microchip Technology Put Option (MCHP)	0.1	$219k		2.4k	89.71	View chart
Goldman Sachs Put Option (GS)	0.1	$209k	NEW	500.00	417.69	View chart
Ishares Core Msci Emkt Put Option (IEMG)	0.1	$201k	NEW	3.9k	51.60	View chart
Kinder Morgan Put Option (KMI)	0.1	$186k		10k	18.34	View chart
Elme Communities Sh Ben Int Put Option (ELME)	0.0	$150k		11k	13.92	View chart
Hanesbrands Put Option (HBI)	0.0	$75k		13k	5.80	View chart

Past Filings by Oak Hill Wealth Advisors

SEC 13F filings are viewable for Oak Hill Wealth Advisors going back to 2022

Oak Hill Wealth Advisors 2024 Q1 filed April 25, 2024
Oak Hill Wealth Advisors 2023 Q4 filed Feb. 8, 2024
Oak Hill Wealth Advisors 2023 Q3 filed Nov. 2, 2023
Oak Hill Wealth Advisors 2023 Q2 filed July 25, 2023
Oak Hill Wealth Advisors 2023 Q1 filed May 10, 2023
Oak Hill Wealth Advisors 2022 Q4 filed Feb. 14, 2023

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