Oak Hill Wealth Advisors

Oak Hill Wealth Advisors as of March 31, 2025

Portfolio Holdings for Oak Hill Wealth Advisors

Oak Hill Wealth Advisors holds 138 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 8.2 $36M 205k 172.74
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.6 $33M 642k 50.83
Vanguard Specialized Funds Div App Etf (VIG) 7.1 $31M 158k 193.99
Vanguard Index Fds Large Cap Etf (VV) 5.9 $25M 99k 257.03
Vanguard Index Fds Growth Etf (VUG) 5.6 $24M 65k 370.82
Vanguard Index Fds Mid Cap Etf (VO) 4.8 $21M 81k 258.62
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.5 $20M 401k 48.82
Vanguard Index Fds Small Cp Etf (VB) 3.9 $17M 76k 221.75
Vanguard Whitehall Fds High Div Yld (VYM) 3.8 $17M 128k 128.96
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.6 $15M 338k 45.26
Apple (AAPL) 3.0 $13M 58k 222.13
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.5 $11M 133k 81.76
Microsoft Corporation (MSFT) 2.2 $9.3M 25k 375.39
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.1 $9.0M 115k 78.28
Amazon (AMZN) 1.9 $8.4M 44k 190.26
Vanguard Whitehall Fds Intl High Etf (VYMI) 1.5 $6.4M 86k 73.69
Procter & Gamble Company (PG) 1.5 $6.3M 37k 170.42
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.4 $6.2M 75k 82.94
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.4 $6.1M 83k 73.45
Alphabet Cap Stk Cl A (GOOGL) 1.3 $5.7M 37k 154.64
Vanguard Index Fds Extend Mkt Etf (VXF) 1.2 $5.1M 29k 172.26
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.0 $4.4M 96k 46.31
Vanguard Bd Index Fds Intermed Term (BIV) 1.0 $4.2M 55k 76.57
Vanguard Bd Index Fds Long Term Bond (BLV) 1.0 $4.2M 59k 70.42
Exxon Mobil Corporation (XOM) 0.9 $3.8M 32k 118.93
Abbvie (ABBV) 0.9 $3.7M 18k 209.52
Johnson & Johnson (JNJ) 0.7 $3.2M 19k 165.84
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.7 $3.2M 56k 57.61
JPMorgan Chase & Co. (JPM) 0.6 $2.7M 11k 245.31
AFLAC Incorporated (AFL) 0.6 $2.5M 22k 111.19
Altria (MO) 0.6 $2.4M 41k 60.02
Eli Lilly & Co. (LLY) 0.6 $2.4M 2.9k 825.79
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $2.3M 8.4k 274.83
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.5 $2.2M 82k 26.82
Automatic Data Processing (ADP) 0.5 $2.2M 7.1k 305.54
Chevron Corporation (CVX) 0.5 $2.1M 13k 167.29
Abbott Laboratories (ABT) 0.4 $1.9M 14k 132.65
Philip Morris International (PM) 0.4 $1.8M 11k 158.73
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $1.7M 29k 58.69
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $1.6M 32k 49.62
International Business Machines (IBM) 0.4 $1.5M 6.2k 248.66
Becton, Dickinson and (BDX) 0.4 $1.5M 6.7k 229.06
UnitedHealth (UNH) 0.3 $1.4M 2.7k 523.76
NVIDIA Corporation (NVDA) 0.3 $1.4M 13k 108.38
Vanguard Mun Bd Fds Intermediate Trm (VTEI) 0.3 $1.4M 14k 98.82
Capital Group Dividend Growe Shs Etf (CGDG) 0.3 $1.4M 44k 30.90
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.3M 8.1k 156.22
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.3 $1.2M 35k 35.64
Starbucks Corporation (SBUX) 0.3 $1.2M 12k 98.09
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.2M 2.2k 532.58
Coca-Cola Company (KO) 0.3 $1.2M 16k 71.62
Norfolk Southern (NSC) 0.2 $1.0M 4.4k 236.87
Blackrock (BLK) 0.2 $1.0M 1.1k 946.48
Phillips 66 (PSX) 0.2 $977k 7.9k 123.47
L3harris Technologies (LHX) 0.2 $967k 4.6k 209.30
McDonald's Corporation (MCD) 0.2 $967k 3.1k 312.40
Pepsi (PEP) 0.2 $927k 6.2k 149.94
Costco Wholesale Corporation (COST) 0.2 $918k 970.00 945.89
Visa Com Cl A (V) 0.2 $758k 2.2k 350.46
Amgen (AMGN) 0.2 $751k 2.4k 311.55
Duke Energy Corp Com New (DUK) 0.2 $694k 5.7k 121.97
Wal-Mart Stores (WMT) 0.2 $693k 7.9k 87.78
Raytheon Technologies Corp (RTX) 0.2 $690k 5.2k 132.47
Halozyme Therapeutics (HALO) 0.2 $683k 11k 63.81
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.2 $677k 20k 34.25
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.2 $662k 19k 34.20
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 0.2 $662k 28k 24.07
At&t (T) 0.2 $657k 23k 28.28
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $651k 3.5k 186.29
Caterpillar (CAT) 0.2 $649k 2.0k 329.80
Verizon Communications (VZ) 0.2 $647k 14k 45.36
Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 0.1 $626k 24k 26.01
Cisco Systems (CSCO) 0.1 $625k 10k 61.71
Broadcom (AVGO) 0.1 $613k 3.7k 167.43
Nextera Energy (NEE) 0.1 $599k 8.5k 70.89
Truist Financial Corp equities (TFC) 0.1 $598k 15k 41.15
Realty Income (O) 0.1 $595k 10k 58.01
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $581k 9.4k 62.10
Qualcomm (QCOM) 0.1 $578k 3.8k 153.61
Vanguard Mun Bd Fds Core Tax Exempt (VCRM) 0.1 $575k 7.7k 74.24
Blackstone Group Inc Com Cl A (BX) 0.1 $575k 4.1k 139.78
Emerson Electric (EMR) 0.1 $566k 5.2k 109.64
Air Products & Chemicals (APD) 0.1 $550k 1.9k 294.92
Citigroup Com New (C) 0.1 $542k 7.6k 70.99
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $527k 11k 50.00
Hormel Foods Corporation (HRL) 0.1 $526k 17k 30.94
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $514k 1.0k 513.75
Dominion Resources (D) 0.1 $511k 9.1k 56.07
3M Company (MMM) 0.1 $485k 3.3k 146.86
Oracle Corporation (ORCL) 0.1 $466k 3.3k 139.81
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 0.1 $461k 5.9k 77.56
Lockheed Martin Corporation (LMT) 0.1 $444k 994.00 446.71
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $433k 6.7k 64.20
Thomson Reuters Corp. (TRI) 0.1 $426k 2.5k 172.78
Arthur J. Gallagher & Co. (AJG) 0.1 $400k 1.2k 345.24
Northrop Grumman Corporation (NOC) 0.1 $398k 777.00 512.01
RPM International (RPM) 0.1 $393k 3.4k 115.68
American Electric Power Company (AEP) 0.1 $379k 3.5k 109.27
Southern Company (SO) 0.1 $375k 4.1k 91.95
General Mills (GIS) 0.1 $374k 6.3k 59.79
Ge Aerospace Com New (GE) 0.1 $361k 1.8k 200.12
Eaton Corp SHS (ETN) 0.1 $353k 1.3k 271.83
Honeywell International (HON) 0.1 $347k 1.6k 211.72
Adobe Systems Incorporated (ADBE) 0.1 $345k 900.00 383.53
Principal Exchange Traded Active High Yl (YLD) 0.1 $345k 18k 19.05
Vanguard World Financials Etf (VFH) 0.1 $341k 2.9k 119.47
Wells Fargo & Company (WFC) 0.1 $339k 4.7k 71.79
Lowe's Companies (LOW) 0.1 $333k 1.4k 233.23
Bwx Technologies (BWXT) 0.1 $331k 3.4k 98.65
Capital Grp Fixed Incm Etf T Municipal High I (CGHM) 0.1 $299k 12k 25.06
Deere & Company (DE) 0.1 $295k 628.00 469.08
CVS Caremark Corporation (CVS) 0.1 $293k 4.3k 67.75
Walt Disney Company (DIS) 0.1 $290k 2.9k 98.69
American Tower Reit (AMT) 0.1 $289k 1.3k 217.65
Ishares Tr Core S&p500 Etf (IVV) 0.1 $287k 510.00 561.90
Paychex (PAYX) 0.1 $284k 1.8k 154.28
Advanced Micro Devices (AMD) 0.1 $281k 2.7k 102.74
Goldman Sachs (GS) 0.1 $273k 500.00 546.29
Bank of America Corporation (BAC) 0.1 $264k 6.3k 41.73
Target Corporation (TGT) 0.1 $264k 2.5k 104.36
salesforce (CRM) 0.1 $258k 962.00 268.36
Kimberly-Clark Corporation (KMB) 0.1 $258k 1.8k 142.19
Kinder Morgan (KMI) 0.1 $257k 9.0k 28.53
Dover Corporation (DOV) 0.1 $246k 1.4k 175.68
Home Depot (HD) 0.1 $240k 656.00 366.46
Allspring Exchange Traded Fu Core Plus Etf (APLU) 0.1 $231k 9.3k 24.89
CSX Corporation (CSX) 0.1 $230k 7.8k 29.43
SYSCO Corporation (SYY) 0.1 $230k 3.1k 75.03
Vanguard World Health Car Etf (VHT) 0.1 $229k 863.00 264.73
Acuity Brands (AYI) 0.1 $225k 855.00 263.35
American States Water Company (AWR) 0.1 $220k 2.8k 78.68
Pfizer (PFE) 0.1 $219k 8.7k 25.34
United Parcel Service CL B (UPS) 0.0 $210k 1.9k 110.01
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $210k 4.1k 50.63
Linde SHS (LIN) 0.0 $209k 449.00 465.64
Vanguard World Energy Etf (VDE) 0.0 $208k 1.6k 129.71
Hooker Furniture Corporation (HOFT) 0.0 $104k 10k 10.04
Hanesbrands (HBI) 0.0 $75k 13k 5.77