Oak Hill Wealth Advisors

Oak Hill Wealth Advisors as of June 30, 2025

Portfolio Holdings for Oak Hill Wealth Advisors

Oak Hill Wealth Advisors holds 145 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.2 $40M 697k 56.92
Vanguard Index Fds Value Etf (VTV) 8.1 $39M 219k 178.11
Vanguard Specialized Funds Div App Etf (VIG) 7.1 $34M 166k 205.97
Vanguard Index Fds Growth Etf (VUG) 6.3 $30M 69k 438.32
Vanguard Index Fds Large Cap Etf (VV) 5.7 $28M 97k 286.21
Vanguard Index Fds Mid Cap Etf (VO) 4.8 $23M 83k 282.06
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.3 $21M 418k 49.19
Vanguard Whitehall Fds High Div Yld (VYM) 4.0 $19M 144k 134.71
Vanguard Index Fds Small Cp Etf (VB) 4.0 $19M 79k 241.77
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.0 $15M 295k 49.62
Microsoft Corporation (MSFT) 2.6 $12M 25k 496.61
Apple (AAPL) 2.5 $12M 58k 210.01
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.4 $12M 141k 81.96
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.0 $9.8M 125k 78.16
Amazon (AMZN) 1.9 $9.3M 43k 219.36
Vanguard Whitehall Fds Intl High Etf (VYMI) 1.6 $7.7M 96k 80.41
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.4 $7.0M 78k 89.35
Alphabet Cap Stk Cl A (GOOGL) 1.3 $6.3M 36k 174.36
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.3 $6.2M 86k 72.80
Procter & Gamble Company (PG) 1.2 $5.8M 37k 157.89
Vanguard Index Fds Extend Mkt Etf (VXF) 1.2 $5.8M 29k 196.07
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.0 $4.8M 105k 45.84
Vanguard Bd Index Fds Intermed Term (BIV) 1.0 $4.6M 60k 76.39
Vanguard Bd Index Fds Long Term Bond (BLV) 0.9 $4.4M 65k 68.07
Exxon Mobil Corporation (XOM) 0.8 $3.7M 32k 114.19
Abbvie (ABBV) 0.7 $3.3M 18k 189.77
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.7 $3.2M 58k 54.78
JPMorgan Chase & Co. (JPM) 0.6 $3.1M 11k 282.77
Johnson & Johnson (JNJ) 0.6 $3.0M 19k 155.79
Altria (MO) 0.5 $2.6M 45k 59.54
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $2.5M 8.1k 305.57
AFLAC Incorporated (AFL) 0.5 $2.3M 22k 103.24
Eli Lilly & Co. (LLY) 0.5 $2.3M 2.9k 777.59
NVIDIA Corporation (NVDA) 0.5 $2.2M 14k 160.00
Automatic Data Processing (ADP) 0.4 $2.2M 7.1k 306.90
Capital Group Dividend Growe Shs Etf (CGDG) 0.4 $2.0M 60k 33.77
Philip Morris International (PM) 0.4 $2.0M 11k 177.72
Chevron Corporation (CVX) 0.4 $2.0M 13k 153.24
Abbott Laboratories (ABT) 0.4 $1.9M 14k 133.36
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.4 $1.9M 71k 26.73
Allspring Exchange Traded Fu Core Plus Etf (APLU) 0.4 $1.8M 71k 24.73
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $1.8M 30k 58.44
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.3 $1.6M 40k 40.08
International Business Machines (IBM) 0.3 $1.6M 5.4k 290.41
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $1.6M 32k 48.91
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.3 $1.4M 51k 27.50
Norfolk Southern (NSC) 0.3 $1.4M 5.3k 261.20
Starbucks Corporation (SBUX) 0.3 $1.3M 14k 94.94
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.3M 7.6k 175.16
Vanguard Mun Bd Fds Intermediate Trm (VTEI) 0.3 $1.3M 13k 98.37
Vanguard Malvern Fds Core Bd Etf (VCRB) 0.3 $1.3M 16k 76.67
Blackrock (BLK) 0.2 $1.2M 1.1k 1075.10
Becton, Dickinson and (BDX) 0.2 $1.2M 6.7k 174.63
Coca-Cola Company (KO) 0.2 $1.1M 16k 70.24
L3harris Technologies (LHX) 0.2 $1.1M 4.4k 257.09
Phillips 66 (PSX) 0.2 $1.1M 8.4k 130.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.1M 2.3k 477.47
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.2 $1.0M 25k 40.51
Broadcom (AVGO) 0.2 $995k 3.7k 271.80
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.2 $983k 15k 64.78
At&t (T) 0.2 $976k 35k 28.29
Costco Wholesale Corporation (COST) 0.2 $956k 970.00 985.85
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.2 $907k 22k 41.48
McDonald's Corporation (MCD) 0.2 $903k 3.1k 291.67
Duke Energy Corp Com New (DUK) 0.2 $884k 7.6k 116.32
Caterpillar (CAT) 0.2 $875k 2.2k 394.29
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 0.2 $874k 11k 76.91
American Tower Reit (AMT) 0.2 $844k 3.8k 220.70
UnitedHealth (UNH) 0.2 $840k 2.7k 307.72
Pepsi (PEP) 0.2 $835k 6.2k 135.04
Oracle Corporation (ORCL) 0.2 $782k 3.3k 234.50
Wal-Mart Stores (WMT) 0.2 $767k 7.9k 97.09
Visa Com Cl A (V) 0.2 $767k 2.2k 354.55
Amgen (AMGN) 0.2 $728k 2.5k 297.00
Qualcomm (QCOM) 0.2 $728k 4.6k 159.45
Raytheon Technologies Corp (RTX) 0.2 $726k 5.0k 144.90
Emerson Electric (EMR) 0.1 $716k 5.2k 138.73
Verizon Communications (VZ) 0.1 $706k 16k 43.06
Citigroup Com New (C) 0.1 $696k 8.1k 85.57
Blackstone Group Inc Com Cl A (BX) 0.1 $691k 4.4k 156.35
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.1 $685k 31k 22.35
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $681k 3.4k 200.34
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 0.1 $667k 28k 24.17
Truist Financial Corp equities (TFC) 0.1 $629k 14k 45.40
Cisco Systems (CSCO) 0.1 $621k 9.1k 68.59
Nextera Energy (NEE) 0.1 $613k 8.5k 72.46
Realty Income (O) 0.1 $607k 11k 57.49
3M Company (MMM) 0.1 $600k 3.9k 153.74
Halozyme Therapeutics (HALO) 0.1 $597k 11k 55.80
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $597k 8.6k 69.07
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $574k 1.0k 570.13
Dominion Resources (D) 0.1 $564k 10k 56.32
Ge Aerospace Com New (GE) 0.1 $550k 2.2k 247.05
Air Products & Chemicals (APD) 0.1 $530k 1.8k 292.35
Hormel Foods Corporation (HRL) 0.1 $529k 17k 31.10
Thomson Reuters Corp. (TRI) 0.1 $493k 2.5k 200.33
Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 0.1 $482k 18k 26.12
Eaton Corp SHS (ETN) 0.1 $464k 1.3k 356.98
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.1 $459k 6.2k 74.46
Vanguard Mun Bd Fds Core Tax Exempt (VCRM) 0.1 $441k 6.0k 73.30
American Electric Power Company (AEP) 0.1 $439k 4.2k 103.96
Lockheed Martin Corporation (LMT) 0.1 $432k 932.00 463.01
Southern Company (SO) 0.1 $408k 4.5k 91.26
Honeywell International (HON) 0.1 $392k 1.6k 239.80
Wells Fargo & Company (WFC) 0.1 $389k 4.8k 81.59
RPM International (RPM) 0.1 $383k 3.4k 112.51
IDEXX Laboratories (IDXX) 0.1 $377k 700.00 538.84
Advanced Micro Devices (AMD) 0.1 $376k 2.7k 137.82
Union Pacific Corporation (UNP) 0.1 $366k 1.5k 236.54
Arthur J. Gallagher & Co. (AJG) 0.1 $364k 1.2k 313.76
Vanguard World Financials Etf (VFH) 0.1 $363k 2.9k 127.42
Goldman Sachs (GS) 0.1 $349k 500.00 697.28
Walt Disney Company (DIS) 0.1 $346k 2.8k 121.82
Adobe Systems Incorporated (ADBE) 0.1 $344k 900.00 382.24
Northrop Grumman Corporation (NOC) 0.1 $342k 677.00 504.85
General Mills (GIS) 0.1 $324k 6.3k 51.84
Bwx Technologies (BWXT) 0.1 $323k 2.4k 137.37
Lowe's Companies (LOW) 0.1 $320k 1.4k 223.67
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $319k 6.5k 49.48
Deere & Company (DE) 0.1 $319k 627.00 508.91
Ishares Tr Core S&p500 Etf (IVV) 0.1 $318k 510.00 623.33
CSX Corporation (CSX) 0.1 $314k 9.4k 33.39
Bank of America Corporation (BAC) 0.1 $312k 6.6k 47.15
Capital Grp Fixed Incm Etf T Municipal High I (CGHM) 0.1 $304k 12k 24.61
Ge Vernova (GEV) 0.1 $296k 559.00 530.00
CVS Caremark Corporation (CVS) 0.1 $289k 4.3k 66.94
Principal Exchange Traded Active High Yl (YLD) 0.1 $288k 15k 19.17
Merck & Co (MRK) 0.1 $278k 3.4k 81.37
Crown Castle Intl (CCI) 0.1 $267k 2.6k 102.58
Paychex (PAYX) 0.1 $267k 1.8k 144.91
Dover Corporation (DOV) 0.1 $264k 1.4k 188.43
salesforce (CRM) 0.1 $263k 962.00 273.65
Acuity Brands (AYI) 0.1 $260k 855.00 304.10
Target Corporation (TGT) 0.1 $258k 2.5k 102.01
Kinder Morgan (KMI) 0.1 $253k 9.0k 28.13
Kimberly-Clark Corporation (KMB) 0.0 $238k 1.8k 131.40
SYSCO Corporation (SYY) 0.0 $235k 3.1k 76.53
Vanguard World Health Car Etf (VHT) 0.0 $215k 863.00 248.62
American States Water Company (AWR) 0.0 $213k 2.8k 76.09
Linde SHS (LIN) 0.0 $211k 449.00 469.95
Pfizer (PFE) 0.0 $209k 8.1k 25.62
Ishares Tr Select Divid Etf (DVY) 0.0 $201k 1.5k 135.96
Hooker Furniture Corporation (HOFT) 0.0 $114k 10k 11.05
Hanesbrands (HBI) 0.0 $61k 13k 4.66
Lucid Group 0.0 $23k 10k 2.30