Oak Hill Wealth Advisors

Oak Hill Wealth Advisors as of Dec. 31, 2022

Portfolio Holdings for Oak Hill Wealth Advisors

Oak Hill Wealth Advisors holds 130 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Large Cap Etf (VV) 14.4 $41M 235k 174.20
Vanguard Index Fds Mid Cap Etf (VO) 11.4 $32M 158k 203.81
Vanguard Specialized Funds Div App Etf (VIG) 10.7 $30M 199k 151.85
Vanguard Whitehall Fds High Div Yld (VYM) 6.5 $18M 170k 108.21
Vanguard Index Fds Small Cp Etf (VB) 3.3 $9.4M 51k 183.54
Apple (AAPL) 2.9 $8.3M 64k 129.93
Microsoft Corporation (MSFT) 2.5 $7.0M 29k 239.82
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 2.1 $6.1M 87k 69.63
Procter & Gamble Company (PG) 2.0 $5.5M 37k 151.56
Vanguard Whitehall Fds Intl High Etf (VYMI) 1.7 $4.9M 83k 59.57
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.7 $4.8M 124k 38.98
Exxon Mobil Corporation (XOM) 1.7 $4.7M 43k 110.30
Johnson & Johnson (JNJ) 1.6 $4.6M 26k 176.65
Amazon (AMZN) 1.4 $4.1M 48k 84.00
Vanguard Index Fds Extend Mkt Etf (VXF) 1.4 $4.0M 30k 132.86
Alphabet Cap Stk Cl A (GOOGL) 1.2 $3.4M 38k 88.23
American Water Works (AWK) 1.1 $3.2M 21k 152.42
Abbvie (ABBV) 1.1 $3.2M 20k 161.61
Dominion Resources (D) 1.1 $3.1M 50k 61.32
Chevron Corporation (CVX) 1.0 $2.7M 15k 179.49
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.9 $2.6M 52k 50.13
Phillips 66 (PSX) 0.7 $2.0M 19k 104.08
Automatic Data Processing (ADP) 0.7 $2.0M 8.4k 238.85
Nextera Energy (NEE) 0.7 $2.0M 24k 83.60
Pepsi (PEP) 0.7 $1.9M 11k 180.66
AFLAC Incorporated (AFL) 0.7 $1.9M 27k 71.94
Altria (MO) 0.7 $1.9M 42k 45.71
Starbucks Corporation (SBUX) 0.7 $1.9M 19k 99.20
American Tower Reit (AMT) 0.7 $1.9M 9.0k 211.86
Coca-Cola Company (KO) 0.7 $1.9M 30k 63.61
Becton, Dickinson and (BDX) 0.7 $1.9M 7.3k 254.29
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $1.8M 36k 49.49
JPMorgan Chase & Co. (JPM) 0.6 $1.7M 13k 134.10
Abbott Laboratories (ABT) 0.6 $1.7M 15k 109.79
Norfolk Southern (NSC) 0.6 $1.6M 6.4k 246.43
UnitedHealth (UNH) 0.5 $1.6M 2.9k 530.19
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $1.4M 34k 41.97
Pfizer (PFE) 0.5 $1.4M 27k 51.24
Verizon Communications (VZ) 0.5 $1.4M 35k 39.40
Eli Lilly & Co. (LLY) 0.5 $1.4M 3.8k 365.87
At&t (T) 0.5 $1.3M 72k 18.41
L3harris Technologies (LHX) 0.5 $1.3M 6.2k 208.20
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.4 $1.2M 15k 77.51
Blackstone Group Inc Com Cl A (BX) 0.4 $1.1M 15k 74.19
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.1M 5.6k 191.18
Vanguard Index Fds Value Etf (VTV) 0.4 $1.0M 7.5k 140.37
Philip Morris International (PM) 0.4 $998k 9.9k 101.21
International Business Machines (IBM) 0.4 $997k 7.1k 140.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $990k 3.2k 308.93
Realty Income (O) 0.3 $976k 15k 63.43
CVS Caremark Corporation (CVS) 0.3 $976k 11k 93.19
3M Company (MMM) 0.3 $969k 8.1k 119.91
BlackRock (BLK) 0.3 $923k 1.3k 708.63
Duke Energy Corp Com New (DUK) 0.3 $849k 8.2k 102.99
McDonald's Corporation (MCD) 0.3 $838k 3.2k 263.55
Amgen (AMGN) 0.3 $815k 3.1k 262.61
Hormel Foods Corporation (HRL) 0.3 $774k 17k 45.55
Cisco Systems (CSCO) 0.3 $759k 16k 47.64
Alphabet Cap Stk Cl C (GOOG) 0.3 $735k 8.3k 88.73
Air Products & Chemicals (APD) 0.3 $729k 2.4k 308.26
General Mills (GIS) 0.3 $726k 8.7k 83.85
Halozyme Therapeutics (HALO) 0.3 $711k 13k 56.90
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $699k 4.4k 158.80
NVIDIA Corporation (NVDA) 0.2 $653k 4.5k 146.15
Sempra Energy (SRE) 0.2 $649k 4.2k 154.53
Essential Utils (WTRG) 0.2 $644k 14k 47.73
Vanguard Index Fds Growth Etf (VUG) 0.2 $642k 3.0k 213.11
Emerson Electric (EMR) 0.2 $628k 6.5k 96.05
Caterpillar (CAT) 0.2 $619k 2.6k 239.61
Truist Financial Corp equities (TFC) 0.2 $609k 14k 43.03
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.2 $577k 2.4k 242.98
Citigroup Com New (C) 0.2 $571k 13k 45.23
Bristol Myers Squibb (BMY) 0.2 $565k 7.8k 71.95
Raytheon Technologies Corp (RTX) 0.2 $550k 5.5k 100.91
Honeywell International (HON) 0.2 $544k 2.5k 214.31
Costco Wholesale Corporation (COST) 0.2 $542k 1.2k 456.54
Southern Company (SO) 0.2 $521k 7.3k 71.41
Qualcomm (QCOM) 0.2 $501k 4.6k 109.94
Northrop Grumman Corporation (NOC) 0.2 $490k 898.00 545.59
Target Corporation (TGT) 0.2 $481k 3.2k 149.06
Vanguard World Fds Financials Etf (VFH) 0.2 $480k 5.8k 82.73
Walt Disney Company (DIS) 0.2 $476k 5.5k 86.88
Visa Com Cl A (V) 0.2 $463k 2.2k 207.74
PPG Industries (PPG) 0.2 $444k 3.5k 125.75
Oracle Corporation (ORCL) 0.2 $442k 5.4k 81.74
Merck & Co (MRK) 0.2 $438k 3.9k 110.95
PPL Corporation (PPL) 0.2 $425k 15k 29.22
CSX Corporation (CSX) 0.1 $413k 13k 30.98
Union Pacific Corporation (UNP) 0.1 $387k 1.9k 207.03
American Electric Power Company (AEP) 0.1 $373k 3.9k 94.95
Wal-Mart Stores (WMT) 0.1 $371k 2.6k 141.80
Kellogg Company (K) 0.1 $369k 5.2k 71.24
Crown Castle Intl (CCI) 0.1 $359k 2.7k 135.64
Adobe Systems Incorporated (ADBE) 0.1 $358k 1.1k 336.53
Home Depot (HD) 0.1 $354k 1.1k 315.97
RPM International (RPM) 0.1 $351k 3.6k 97.45
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $349k 992.00 351.34
T. Rowe Price (TROW) 0.1 $344k 3.2k 109.06
Intel Corporation (INTC) 0.1 $341k 13k 26.43
United Parcel Service CL B (UPS) 0.1 $337k 1.9k 173.83
Bank of America Corporation (BAC) 0.1 $335k 10k 33.12
Lowe's Companies (LOW) 0.1 $329k 1.7k 199.24
American States Water Company (AWR) 0.1 $315k 3.4k 92.55
Nike CL B (NKE) 0.1 $314k 2.7k 117.01
Deere & Company (DE) 0.1 $312k 728.00 428.98
SYSCO Corporation (SYY) 0.1 $297k 3.9k 76.46
Thomson Reuters Corp. Com New 0.1 $292k 2.6k 114.07
IDEXX Laboratories (IDXX) 0.1 $286k 700.00 407.96
Dover Corporation (DOV) 0.1 $284k 2.1k 135.41
Illinois Tool Works (ITW) 0.1 $272k 1.2k 220.36
Kimberly-Clark Corporation (KMB) 0.1 $268k 2.0k 135.78
Kinder Morgan (KMI) 0.1 $264k 15k 18.08
Halliburton Company (HAL) 0.1 $260k 6.6k 39.35
Kraft Heinz (KHC) 0.1 $259k 6.4k 40.71
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $256k 4.9k 51.72
Arthur J. Gallagher & Co. (AJG) 0.1 $237k 1.3k 188.58
Wells Fargo & Company (WFC) 0.1 $236k 5.7k 41.29
Vanguard World Fds Energy Etf (VDE) 0.1 $230k 1.9k 121.28
Vanguard World Fds Health Car Etf (VHT) 0.1 $228k 919.00 248.05
Ishares Tr Select Divid Etf (DVY) 0.1 $228k 1.9k 120.60
General Electric Com New (GE) 0.1 $226k 2.7k 83.79
Ishares Tr Core S&p500 Etf (IVV) 0.1 $218k 567.00 384.21
Paychex (PAYX) 0.1 $213k 1.8k 115.56
ConocoPhillips (COP) 0.1 $210k 1.8k 118.00
Acuity Brands (AYI) 0.1 $207k 1.3k 165.60
Elme Communities Sh Ben Int (ELME) 0.1 $205k 12k 17.80
Eaton Corp SHS (ETN) 0.1 $204k 1.3k 156.95
Hooker Furniture Corporation (HOFT) 0.1 $193k 10k 18.70
Warner Bros Discovery Com Ser A (WBD) 0.0 $97k 10k 9.48
Hanesbrands (HBI) 0.0 $73k 12k 6.36