Oak Hill Wealth Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 7, 2025), Oak Hill Wealth Advisors, LLC reported 133 stock positions worth $419.6 million. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 8.0% of the portfolio, followed by Vanguard Dividend Apprec ETF (VIG, 7.0%) and Vngrd Mrgstr LRG-Cap ETF-Usd (VV, 6.5%).
- Most Recent 13F
- Q3 2025
- Location
- LANSDOWNE, VA
- CIK
- 0001964849
- Portfolio Value
- $419.6M (Q4 2024)
- SEC Filing
- 0001085146-25-000868 ↗ filed Feb 7, 2025
Holdings Value
Holdings 133 stocks · $419.6M
| VTV Vanguard Mrngstr Val ETF-Aui | 8.00% | 198,180 | $33.6M | — |
| VIG Vanguard Dividend Apprec ETF | 7.04% | 150,932 | $29.6M | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 6.48% | 100,811 | $27.2M | — |
| VEA Vanguard Ftse Developed ETF | 6.30% | 552,959 | $26.4M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 6.23% | 63,720 | $26.2M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 5.10% | 81,051 | $21.4M | — |
| BNDX Vanguard Total Intl Bond ETF | 4.42% | 378,145 | $18.5M | — |
| VWO Vanguard Ftse Emerging Marke | 4.33% | 412,337 | $18.2M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 4.23% | 73,867 | $17.7M | — |
| VYM Vanguard High DVD Yield ETF | 3.82% | 125,550 | $16.0M | — |
| AAPL Apple Inc. | 3.46% | 58,011 | $14.5M | — |
| MSFT Microsoft Corp. | 2.57% | 25,605 | $10.8M | — |
| VCIT Vanguard Int-Term Corporate | 2.49% | 130,013 | $10.4M | — |
| AMZN Amazon.com Inc. | 2.24% | 42,799 | $9.4M | — |
| BSV Vanguard Short-Term Bond ETF | 1.92% | 104,353 | $8.1M | — |
| GOOGL Alphabet Inc. Class A | 1.62% | 36,014 | $6.8M | — |
| PG The Procter & Gamble Co. | 1.43% | 35,779 | $6.0M | — |
| VIGI Vanguard Int Div App Indx FD | 1.35% | 71,006 | $5.7M | — |
| BND Vanguard Total Bond Market | 1.31% | 76,268 | $5.5M | — |
| VXF Vanguard Extended Market ETF | 1.25% | 27,617 | $5.2M | — |
| VYMI Vanguard Int High DVD YLD Inc. | 1.25% | 77,152 | $5.2M | — |
| VMBS Vanguard Mortgage-Backed Sec | 0.94% | 86,581 | $3.9M | — |
| BIV Vanguard Intermediate-Term B | 0.89% | 49,866 | $3.7M | — |
| BLV Vanguard Long-Term Bond ETF | 0.86% | 52,843 | $3.6M | — |
| XOM Exxon Mobil Corp. | 0.82% | 31,839 | $3.4M | — |
| ABBV Abbvie Inc. | 0.75% | 17,700 | $3.1M | — |
| VGLT Vanguard Long-Term Treasury | 0.69% | 52,489 | $2.9M | — |
| JNJ Johnson & Johnson | 0.68% | 19,737 | $2.9M | — |
| VTI VG Morningstar TS MKT ETF-US | 0.60% | 8,633 | $2.5M | — |
| JPM JPMorgan Chase & Co. | 0.59% | 10,332 | $2.5M | — |
| AFL Aflac Inc. | 0.56% | 22,516 | $2.3M | — |
| LLY Eli Lilly & Co. | 0.54% | 2,950 | $2.3M | — |
| ADP Automatic Data Processing | 0.49% | 7,060 | $2.1M | — |
| NVDA Nvidia Corp. | 0.49% | 15,206 | $2.0M | — |
| MO Altria Group Inc. | 0.45% | 35,901 | $1.9M | — |
| CVX Chevron Corp. | 0.45% | 12,942 | $1.9M | — |
| ABT Abbott Laboratories | 0.40% | 14,945 | $1.7M | — |
| VGSH Vanguard Short-Term Treasury | 0.40% | 28,487 | $1.7M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.38% | 32,094 | $1.6M | — |
| GOOG Alphabet Inc. Class C | 0.37% | 8,156 | $1.6M | — |
| BDX Becton Dickinson and Co. | 0.37% | 6,809 | $1.5M | — |
| UNH Unitedhealth Group Inc. | 0.32% | 2,622 | $1.3M | — |
| SBUX Starbucks Corp. | 0.29% | 13,329 | $1.2M | — |
| PM Philip Morris International | 0.27% | 9,563 | $1.2M | — |
| NSC Norfolk Southern Corp. | 0.27% | 4,761 | $1.1M | — |
| BLK BlackRock Inc. | 0.26% | 1,076 | $1.1M | — |
| CGMU Cap Group Municipal Income | 0.25% | 38,639 | $1.0M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.24% | 2,248 | $1.0M | — |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.23% | 27,668 | $976K | — |
| LHX L3HARRIS Technologies Inc. | 0.23% | 4,621 | $972K | — |
| KO The Coca-Cola Co. | 0.22% | 14,928 | $929K | — |
| PSX Phillips 66 | 0.21% | 7,912 | $901K | — |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.21% | 30,339 | $899K | — |
| MCD McDonald's Corp. | 0.21% | 3,095 | $897K | — |
| PEP Pepsico Inc. | 0.21% | 5,884 | $895K | — |
| COST Costco Wholesale Corp. | 0.21% | 967 | $886K | — |
| AVGO Broadcom Inc. | 0.20% | 3,660 | $849K | — |
| RSPT Invesco S&P 500 Equal Weight | 0.17% | 19,370 | $725K | — |
| WMT Walmart Inc. | 0.17% | 7,966 | $720K | — |
| VTEI Vanguard Int Tax-Exempt Bond | 0.17% | 7,227 | $718K | — |
| BX Blackstone Inc. | 0.17% | 4,112 | $709K | — |
| CAT Caterpillar Inc. | 0.17% | 1,919 | $696K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.17% | 3,494 | $692K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 3,121 | $686K | — |
| V Visa Inc. Class A | 0.16% | 2,163 | $684K | — |
| AMGN Amgen Inc. | 0.16% | 2,612 | $681K | — |
| EMR Emerson Electric Co. | 0.16% | 5,463 | $677K | — |
| TFC Truist Financial Corp. | 0.15% | 14,539 | $631K | — |
| NEE Nextera Energy Inc. | 0.14% | 8,453 | $606K | — |
| CSCO Cisco Systems Inc. | 0.14% | 10,217 | $605K | — |
| RTX RTX Corp. | 0.14% | 5,211 | $603K | — |
| BWXT BWX Technologies Inc. | 0.14% | 5,250 | $585K | — |
| QCOM Qualcomm Inc. | 0.14% | 3,759 | $577K | — |
| VXUS Vanguard Total Intl Stock | 0.14% | 9,750 | $575K | — |
| VZ Verizon Communications Inc. | 0.14% | 14,259 | $570K | — |
| O Realty Income Corp. | 0.14% | 10,630 | $568K | — |
| CGGR Cap Group Growth Equity | 0.13% | 15,102 | $561K | — |
| ORCL Oracle Corp. | 0.13% | 3,335 | $556K | — |
| APD Air Products & Chemicals Inc. | 0.13% | 1,914 | $555K | — |
| C Citigroup Inc. | 0.13% | 7,641 | $538K | — |
| VOO Vanguard S&P 500 ETF | 0.13% | 993 | $535K | — |
| HRL Hormel Foods Corp. | 0.13% | 17,000 | $533K | — |
| D Dominion Energy Inc. | 0.13% | 9,789 | $527K | — |
| T AT&T Inc. | 0.12% | 22,914 | $522K | — |
| HALO Halozyme Therapeutics Inc. | 0.12% | 10,800 | $516K | — |
| DUK Duke Energy Corp. | 0.12% | 4,773 | $514K | — |
| LMT Lockheed Martin Corp. | 0.12% | 994 | $483K | — |
| RPM RPM International Inc. | 0.11% | 3,600 | $443K | — |
| VPLS Vanguard Core-Plus Bond ETF | 0.11% | 5,805 | $441K | — |
| MMM 3M Co. | 0.10% | 3,344 | $432K | — |
| ETN Eaton Corp. PLC | 0.10% | 1,300 | $431K | — |
| NOC Northrop Grumman Corp. | 0.10% | 877 | $412K | — |
| ADBE Adobe Inc. | 0.10% | 900 | $400K | — |
| GIS General Mills Inc. | 0.10% | 6,254 | $399K | — |
| TRI Thomson Reuters Corp. | 0.09% | 2,463 | $395K | — |
| HON Honeywell International Inc. | 0.09% | 1,637 | $370K | — |
| LOW Lowe's Cos Inc. | 0.08% | 1,426 | $352K | — |
| TGT Target Corp. | 0.08% | 2,525 | $341K | — |
| VFH Vanguard Financials ETF | 0.08% | 2,852 | $337K | — |
| SO The Southern Co. | 0.08% | 4,075 | $335K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.