Oak Hill Wealth Advisors

Oak Hill Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for Oak Hill Wealth Advisors

Oak Hill Wealth Advisors holds 133 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 8.0 $34M 198k 169.30
Vanguard Specialized Funds Div App Etf (VIG) 7.0 $30M 151k 195.83
Vanguard Index Fds Large Cap Etf (VV) 6.5 $27M 101k 269.70
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.3 $26M 553k 47.82
Vanguard Index Fds Growth Etf (VUG) 6.2 $26M 64k 410.44
Vanguard Index Fds Mid Cap Etf (VO) 5.1 $21M 81k 264.13
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.4 $19M 378k 49.05
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.3 $18M 412k 44.04
Vanguard Index Fds Small Cp Etf (VB) 4.2 $18M 74k 240.28
Vanguard Whitehall Fds High Div Yld (VYM) 3.8 $16M 126k 127.59
Apple (AAPL) 3.5 $15M 58k 250.42
Microsoft Corporation (MSFT) 2.6 $11M 26k 421.49
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.5 $10M 130k 80.27
Amazon (AMZN) 2.2 $9.4M 43k 219.39
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.9 $8.1M 104k 77.27
Alphabet Cap Stk Cl A (GOOGL) 1.6 $6.8M 36k 189.30
Procter & Gamble Company (PG) 1.4 $6.0M 36k 167.65
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.4 $5.7M 71k 79.99
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.3 $5.5M 76k 71.91
Vanguard Index Fds Extend Mkt Etf (VXF) 1.3 $5.2M 28k 189.98
Vanguard Whitehall Fds Intl High Etf (VYMI) 1.2 $5.2M 77k 67.88
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.9 $3.9M 87k 45.34
Vanguard Bd Index Fds Intermed Term (BIV) 0.9 $3.7M 50k 74.73
Vanguard Bd Index Fds Long Term Bond (BLV) 0.9 $3.6M 53k 68.43
Exxon Mobil Corporation (XOM) 0.8 $3.4M 32k 107.57
Abbvie (ABBV) 0.7 $3.1M 18k 177.70
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.7 $2.9M 53k 55.35
Johnson & Johnson (JNJ) 0.7 $2.9M 20k 144.62
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $2.5M 8.6k 289.82
JPMorgan Chase & Co. (JPM) 0.6 $2.5M 10k 239.71
AFLAC Incorporated (AFL) 0.6 $2.3M 23k 103.44
Eli Lilly & Co. (LLY) 0.5 $2.3M 3.0k 772.10
Automatic Data Processing (ADP) 0.5 $2.1M 7.1k 292.74
NVIDIA Corporation (NVDA) 0.5 $2.0M 15k 134.29
Altria (MO) 0.4 $1.9M 36k 52.29
Chevron Corporation (CVX) 0.4 $1.9M 13k 144.84
Abbott Laboratories (ABT) 0.4 $1.7M 15k 113.11
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $1.7M 29k 58.18
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $1.6M 32k 50.13
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.6M 8.2k 190.43
Becton, Dickinson and (BDX) 0.4 $1.5M 6.8k 226.87
UnitedHealth (UNH) 0.3 $1.3M 2.6k 505.83
Starbucks Corporation (SBUX) 0.3 $1.2M 13k 91.25
Philip Morris International (PM) 0.3 $1.2M 9.6k 120.35
Norfolk Southern (NSC) 0.3 $1.1M 4.8k 234.69
Blackrock (BLK) 0.3 $1.1M 1.1k 1025.11
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.2 $1.0M 39k 26.92
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.0M 2.2k 453.28
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.2 $976k 28k 35.26
L3harris Technologies (LHX) 0.2 $972k 4.6k 210.27
Coca-Cola Company (KO) 0.2 $929k 15k 62.26
Phillips 66 (PSX) 0.2 $901k 7.9k 113.93
Capital Group Dividend Growe Shs Etf (CGDG) 0.2 $899k 30k 29.64
McDonald's Corporation (MCD) 0.2 $897k 3.1k 289.92
Pepsi (PEP) 0.2 $895k 5.9k 152.05
Costco Wholesale Corporation (COST) 0.2 $886k 967.00 916.38
Broadcom (AVGO) 0.2 $849k 3.7k 231.84
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.2 $725k 19k 37.42
Wal-Mart Stores (WMT) 0.2 $720k 8.0k 90.36
Vanguard Mun Bd Fds Intermediate Trm (VTEI) 0.2 $718k 7.2k 99.39
Blackstone Group Inc Com Cl A (BX) 0.2 $709k 4.1k 172.42
Caterpillar (CAT) 0.2 $696k 1.9k 362.85
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $692k 3.5k 198.18
International Business Machines (IBM) 0.2 $686k 3.1k 219.83
Visa Com Cl A (V) 0.2 $684k 2.2k 316.04
Amgen (AMGN) 0.2 $681k 2.6k 260.60
Emerson Electric (EMR) 0.2 $677k 5.5k 123.93
Truist Financial Corp equities (TFC) 0.2 $631k 15k 43.38
Nextera Energy (NEE) 0.1 $606k 8.5k 71.69
Cisco Systems (CSCO) 0.1 $605k 10k 59.20
Raytheon Technologies Corp (RTX) 0.1 $603k 5.2k 115.73
Bwx Technologies (BWXT) 0.1 $585k 5.3k 111.39
Qualcomm (QCOM) 0.1 $578k 3.8k 153.62
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $575k 9.8k 58.93
Verizon Communications (VZ) 0.1 $570k 14k 39.99
Realty Income (O) 0.1 $568k 11k 53.41
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $561k 15k 37.17
Oracle Corporation (ORCL) 0.1 $556k 3.3k 166.64
Air Products & Chemicals (APD) 0.1 $555k 1.9k 290.04
Citigroup Com New (C) 0.1 $538k 7.6k 70.39
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $535k 993.00 538.57
Hormel Foods Corporation (HRL) 0.1 $533k 17k 31.37
Dominion Resources (D) 0.1 $527k 9.8k 53.86
At&t (T) 0.1 $522k 23k 22.77
Halozyme Therapeutics (HALO) 0.1 $516k 11k 47.81
Duke Energy Corp Com New (DUK) 0.1 $514k 4.8k 107.75
Lockheed Martin Corporation (LMT) 0.1 $483k 994.00 485.94
RPM International (RPM) 0.1 $443k 3.6k 123.06
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 0.1 $441k 5.8k 75.99
3M Company (MMM) 0.1 $432k 3.3k 129.09
Eaton Corp SHS (ETN) 0.1 $431k 1.3k 331.87
Northrop Grumman Corporation (NOC) 0.1 $412k 877.00 469.29
Adobe Systems Incorporated (ADBE) 0.1 $400k 900.00 444.68
General Mills (GIS) 0.1 $399k 6.3k 63.77
Thomson Reuters Corp. (TRI) 0.1 $395k 2.5k 160.38
Honeywell International (HON) 0.1 $370k 1.6k 225.86
Lowe's Companies (LOW) 0.1 $352k 1.4k 246.80
Target Corporation (TGT) 0.1 $341k 2.5k 135.18
Vanguard World Financials Etf (VFH) 0.1 $337k 2.9k 118.07
Southern Company (SO) 0.1 $336k 4.1k 82.32
Wells Fargo & Company (WFC) 0.1 $332k 4.7k 70.24
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 0.1 $331k 14k 24.27
Advanced Micro Devices (AMD) 0.1 $330k 2.7k 120.79
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $329k 6.6k 50.15
Arthur J. Gallagher & Co. (AJG) 0.1 $329k 1.2k 283.91
Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 0.1 $328k 13k 25.97
Walt Disney Company (DIS) 0.1 $328k 2.9k 111.33
salesforce (CRM) 0.1 $322k 962.00 334.38
American Electric Power Company (AEP) 0.1 $320k 3.5k 92.23
Home Depot (HD) 0.1 $294k 756.00 389.22
Goldman Sachs (GS) 0.1 $286k 500.00 572.62
Bank of America Corporation (BAC) 0.1 $281k 6.4k 43.95
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $279k 4.4k 63.15
Deere & Company (DE) 0.1 $266k 628.00 423.46
Dover Corporation (DOV) 0.1 $263k 1.4k 187.60
Paychex (PAYX) 0.1 $258k 1.8k 140.22
CSX Corporation (CSX) 0.1 $256k 7.9k 32.27
Acuity Brands (AYI) 0.1 $250k 855.00 292.13
Kinder Morgan (KMI) 0.1 $247k 9.0k 27.40
Pfizer (PFE) 0.1 $245k 9.2k 26.53
American Tower Reit (AMT) 0.1 $244k 1.3k 183.45
United Parcel Service CL B (UPS) 0.1 $241k 1.9k 126.13
Ge Aerospace Com New (GE) 0.1 $239k 1.4k 166.75
Kimberly-Clark Corporation (KMB) 0.1 $237k 1.8k 131.03
Marvell Technology (MRVL) 0.1 $236k 2.1k 110.45
SYSCO Corporation (SYY) 0.1 $235k 3.1k 76.45
Vanguard World Health Car Etf (VHT) 0.1 $219k 863.00 253.69
American States Water Company (AWR) 0.1 $218k 2.8k 77.72
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $211k 4.2k 50.37
Principal Exchange Traded Active High Yl (YLD) 0.0 $209k 11k 19.18
Merck & Co (MRK) 0.0 $204k 2.1k 99.48
Hooker Furniture Corporation (HOFT) 0.0 $145k 10k 14.01
Hanesbrands (HBI) 0.0 $106k 13k 8.14