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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 VTV, VIG, VV, VEA, VUG, and represent 35.02% of Oak Hill Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VTV (+$27M), VEA (+$22M), VUG (+$20M), BNDX (+$16M), VWO (+$11M), VCIT (+$7.6M), BSV (+$7.1M), BND, VMBS, BLV.
Started 5 new stock positions in VPLS, CGGR, CGDV, BWXT, CGDG.
Reduced shares in these 10 stocks: VV (-$34M), VO (-$22M), VIG (-$7.7M), VYM (-$6.6M), VIGI, VYMI, INTC, MCHP, SYY, .
Sold out of its positions in INTC, MCHP, TROW, SYY.
Oak Hill Wealth Advisors was a net buyer of stock by $54M.
Oak Hill Wealth Advisors has $406M in assets under management (AUM), dropping by 23.01%.
Central Index Key (CIK): 0001964849

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Portfolio Holdings for Oak Hill Wealth Advisors

Oak Hill Wealth Advisors holds 115 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf Put Option (VTV)	8.1	$33M	+428%	187k	174.57	View chart
Vanguard Specialized Funds Div App Etf Put Option (VIG)	7.7	$31M	-19%	157k	198.06	View chart
Vanguard Index Fds Large Cap Etf Put Option (VV)	6.9	$28M	-55%	106k	263.29	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt Put Option (VEA)	6.7	$27M	+450%	516k	52.81	View chart
Vanguard Index Fds Growth Etf Put Option (VUG)	5.7	$23M	+550%	60k	383.93	View chart
Vanguard Index Fds Mid Cap Etf Put Option (VO)	5.5	$22M	-49%	84k	263.83	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf Put Option (VWO)	4.8	$19M	+118%	405k	47.85	View chart
Vanguard Charlotte Fds Total Int Bd Etf Put Option (BNDX)	4.4	$18M	+656%	355k	50.28	View chart
Vanguard Index Fds Small Cp Etf Put Option (VB)	4.2	$17M	+17%	71k	237.21	View chart
Vanguard Whitehall Fds High Div Yld Put Option (VYM)	4.1	$17M	-28%	131k	128.20	View chart
Apple Put Option (AAPL)	3.4	$14M		59k	233.00	View chart
Vanguard Scottsdale Fds Int-term Corp Put Option (VCIT)	2.6	$10M	+270%	124k	83.75	View chart
Microsoft Corporation Put Option (MSFT)	2.4	$9.8M		23k	430.31	View chart
Amazon Put Option (AMZN)	2.1	$8.4M		45k	186.33	View chart
Vanguard Bd Index Fds Short Trm Bond Put Option (BSV)	1.9	$7.6M	+1458%	97k	78.69	View chart
Vanguard Whitehall Fds Intl Dvd Etf Put Option (VIGI)	1.6	$6.4M	-25%	73k	88.28	View chart
Vanguard Whitehall Fds Intl High Etf Put Option (VYMI)	1.6	$6.3M	-22%	86k	73.42	View chart
Alphabet Cap Stk Cl A Put Option (GOOGL)	1.5	$6.2M		38k	165.85	View chart
Procter & Gamble Company Put Option (PG)	1.5	$6.1M		35k	173.20	View chart
Vanguard Bd Index Fds Total Bnd Mrkt Put Option (BND)	1.3	$5.5M	+391%	73k	75.11	View chart
Vanguard Index Fds Extend Mkt Etf Put Option (VXF)	1.3	$5.4M		29k	181.99	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf Put Option (VMBS)	0.9	$3.8M	+1508%	80k	47.21	View chart
Vanguard Bd Index Fds Long Term Bond Put Option (BLV)	0.9	$3.7M	+1575%	49k	75.17	View chart
Vanguard Bd Index Fds Intermed Term Put Option (BIV)	0.9	$3.6M	+1392%	46k	78.37	View chart
Abbvie Put Option (ABBV)	0.8	$3.4M		17k	197.48	View chart
Vanguard Scottsdale Fds Long Term Treas Put Option (VGLT)	0.7	$3.0M	+481%	49k	61.54	View chart
Johnson & Johnson Put Option (JNJ)	0.7	$2.7M	-3%	17k	162.06	View chart
Exxon Mobil Corporation Put Option (XOM)	0.7	$2.7M		23k	117.22	View chart
AFLAC Incorporated Put Option (AFL)	0.6	$2.6M	-2%	23k	111.80	View chart
Vanguard Index Fds Total Stk Mkt Put Option (VTI)	0.6	$2.5M		9.0k	283.16	View chart
JPMorgan Chase & Co. Put Option (JPM)	0.6	$2.4M	-2%	11k	210.85	View chart
Eli Lilly & Co. Put Option (LLY)	0.5	$2.1M	-7%	2.4k	886.02	View chart
NVIDIA Corporation Put Option (NVDA)	0.5	$2.0M		16k	121.44	View chart
Automatic Data Processing Put Option (ADP)	0.5	$1.9M	-2%	7.0k	276.74	View chart
Abbott Laboratories Put Option (ABT)	0.4	$1.7M		15k	114.01	View chart
Altria Put Option (MO)	0.4	$1.7M		33k	51.04	View chart
Vanguard Mun Bd Fds Tax Exempt Bd Put Option (VTEB)	0.4	$1.6M	-8%	32k	51.12	View chart
Vanguard Scottsdale Fds Short Term Treas Put Option (VGSH)	0.4	$1.6M	+471%	27k	59.02	View chart
Becton, Dickinson and Put Option (BDX)	0.4	$1.5M		6.4k	241.08	View chart
UnitedHealth Put Option (UNH)	0.4	$1.5M	-3%	2.6k	584.61	View chart
Chevron Corporation Put Option (CVX)	0.3	$1.4M	-6%	9.3k	147.27	View chart
Alphabet Cap Stk Cl C Put Option (GOOG)	0.3	$1.4M		8.2k	167.20	View chart
Starbucks Corporation Put Option (SBUX)	0.3	$1.3M	-6%	13k	97.49	View chart
L3harris Technologies Put Option (LHX)	0.3	$1.1M	-4%	4.5k	237.86	View chart
Coca-Cola Company Put Option (KO)	0.3	$1.1M		15k	71.86	View chart
Phillips 66 Put Option (PSX)	0.3	$1.0M	-6%	7.8k	131.44	View chart
BlackRock Put Option (BLK)	0.2	$999k	-5%	1.1k	949.13	View chart
Berkshire Hathaway Inc Del Cl B New Put Option (BRK.B)	0.2	$993k		2.2k	460.26	View chart
Norfolk Southern Put Option (NSC)	0.2	$985k	-4%	4.0k	248.49	View chart
Philip Morris International Put Option (PM)	0.2	$867k	-4%	7.1k	121.41	View chart
Realty Income Put Option (O)	0.2	$855k	-4%	14k	63.42	View chart
Costco Wholesale Corporation Put Option (COST)	0.2	$855k		964.00	886.62	View chart
Pepsi Put Option (PEP)	0.2	$804k	-5%	4.7k	170.04	View chart
Amgen Put Option (AMGN)	0.2	$761k	-9%	2.4k	322.16	View chart
Verizon Communications Put Option (VZ)	0.2	$704k		16k	44.91	View chart
Vanguard Index Fds Sm Cp Val Etf Put Option (VBR)	0.2	$681k		3.4k	200.78	View chart
Vanguard Star Fds Vg Tl Intl Stk F Put Option (VXUS)	0.2	$677k		11k	64.74	View chart
Caterpillar Put Option (CAT)	0.2	$659k		1.7k	391.23	View chart
McDonald's Corporation Put Option (MCD)	0.2	$655k	-4%	2.2k	304.55	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec Put Option (RSPT)	0.2	$647k		17k	37.70	View chart
Qualcomm Put Option (QCOM)	0.2	$633k		3.7k	170.06	View chart
Broadcom Put Option (AVGO)	0.2	$631k	+900%	3.7k	172.50	View chart
Halozyme Therapeutics Put Option (HALO)	0.2	$618k		11k	57.24	View chart
Wal-Mart Stores Put Option (WMT)	0.2	$611k		7.6k	80.75	View chart
International Business Machines Put Option (IBM)	0.1	$598k		2.7k	221.08	View chart
Raytheon Technologies Corp Put Option (RTX)	0.1	$595k		4.9k	121.16	View chart
Emerson Electric Put Option (EMR)	0.1	$573k		5.2k	109.37	View chart
Bwx Technologies Put Option (BWXT)	0.1	$571k	NEW	5.3k	108.70	View chart
Air Products & Chemicals Put Option (APD)	0.1	$570k	-11%	1.9k	297.74	View chart
Hormel Foods Corporation Put Option (HRL)	0.1	$539k		17k	31.70	View chart
Vanguard Index Fds S&p 500 Etf Shs Put Option (VOO)	0.1	$521k		987.00	527.85	View chart
Dominion Resources Put Option (D)	0.1	$521k		9.0k	57.79	View chart
Nextera Energy Put Option (NEE)	0.1	$519k		6.1k	84.53	View chart
At&t Put Option (T)	0.1	$513k	-17%	23k	22.00	View chart
Citigroup Com New Put Option (C)	0.1	$469k		7.5k	62.60	View chart
Adobe Systems Incorporated Put Option (ADBE)	0.1	$466k	-8%	900.00	517.78	View chart
Advanced Micro Devices Put Option (AMD)	0.1	$448k		2.7k	164.08	View chart
Blackstone Group Inc Com Cl A Put Option (BX)	0.1	$438k	-3%	2.9k	153.13	View chart
3M Company Put Option (MMM)	0.1	$437k	-13%	3.2k	136.68	View chart
Eaton Corp SHS Put Option (ETN)	0.1	$431k		1.3k	331.44	View chart
Cisco Systems Put Option (CSCO)	0.1	$425k	-8%	8.0k	53.22	View chart
Target Corporation Put Option (TGT)	0.1	$394k		2.5k	155.86	View chart
Vanguard Malvern Fds Core-plus Bd Etf Put Option (VPLS)	0.1	$389k	NEW	4.9k	79.32	View chart
Lowe's Companies Put Option (LOW)	0.1	$386k		1.4k	270.85	View chart
General Mills Put Option (GIS)	0.1	$373k	-17%	5.1k	73.85	View chart
Ge Aerospace Com New Put Option (GE)	0.1	$330k		1.7k	188.57	View chart
Arthur J. Gallagher & Co. Put Option (AJG)	0.1	$326k		1.2k	281.43	View chart
American Tower Reit Put Option (AMT)	0.1	$325k		1.4k	232.50	View chart
CVS Caremark Corporation Put Option (CVS)	0.1	$324k	-10%	5.2k	62.88	View chart
Home Depot Put Option (HD)	0.1	$317k		783.00	405.27	View chart
RPM International Put Option (RPM)	0.1	$315k		2.6k	121.00	View chart
Vanguard World Financials Etf Put Option (VFH)	0.1	$314k	-37%	2.9k	109.91	View chart
Capital Group Dividend Growe Shs Etf Put Option (CGDG)	0.1	$312k	NEW	10k	30.72	View chart
Duke Energy Corp Com New Put Option (DUK)	0.1	$304k	-7%	2.6k	115.29	View chart
Ishares Tr Core S&p500 Etf Put Option (IVV)	0.1	$303k		526.00	576.82	View chart
Thomson Reuters Corp. Put Option (TRI)	0.1	$301k		1.8k	170.60	View chart
American Electric Power Company Put Option (AEP)	0.1	$295k		2.9k	102.60	View chart
Dover Corporation Put Option (DOV)	0.1	$288k		1.5k	191.74	View chart
Pfizer Put Option (PFE)	0.1	$278k	-23%	9.6k	28.94	View chart
Southern Company Put Option (SO)	0.1	$277k	-18%	3.1k	90.18	View chart
salesforce Put Option (CRM)	0.1	$272k		992.00	273.74	View chart
Bank of America Corporation Put Option (BAC)	0.1	$264k		6.7k	39.68	View chart
Walt Disney Company Put Option (DIS)	0.1	$259k	-22%	2.7k	96.18	View chart
Goldman Sachs Put Option (GS)	0.1	$248k		500.00	495.11	View chart
Vanguard World Health Car Etf Put Option (VHT)	0.1	$244k	-6%	863.00	282.20	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf Put Option (JPST)	0.1	$238k	-38%	4.7k	50.74	View chart
American States Water Company Put Option (AWR)	0.1	$233k		2.8k	83.29	View chart
CSX Corporation Put Option (CSX)	0.1	$227k		6.6k	34.53	View chart
Ishares Core Msci Emkt Put Option (IEMG)	0.1	$224k		3.9k	57.41	View chart
Capital Group Dividend Value Shs Creation Uni Put Option (CGDV)	0.1	$219k	NEW	6.0k	36.44	View chart
Honeywell International Put Option (HON)	0.1	$208k		1.0k	206.66	View chart
Merck & Co Put Option (MRK)	0.1	$205k		1.8k	113.56	View chart
Capital Group Growth Etf Shs Creation Uni Put Option (CGGR)	0.1	$205k	NEW	5.9k	34.79	View chart
Kimberly-Clark Corporation Put Option (KMB)	0.0	$201k	-3%	1.4k	142.33	View chart
Hanesbrands Put Option (HBI)	0.0	$96k		13k	7.35	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 Q3 filed Oct. 10, 2024
Oak Hill Wealth Advisors 2024 Q2 filed July 12, 2024
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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