Oak Hill Wealth Advisors, LLC Portfolio Holdings by Sector
Oak Hill Wealth Advisors, LLC
- $420 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VTV VIG VV VEA VUG VO BNDX VWO 35 stocks |
$298 Million
71.95% of portfolio
|
  35  
|
- |
  35  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$14.5 Million
3.5% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ORCL ADBE 3 stocks |
$11.7 Million
2.83% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV JNJ LLY AMGN PFE MRK 6 stocks |
$9.41 Million
2.27% of portfolio
|
  6  
|
- |
  6  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$9.39 Million
2.26% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$8.37 Million
2.02% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
PG KMB 2 stocks |
$6.24 Million
1.5% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$5.3 Million
1.28% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AVGO QCOM AMD MRVL 5 stocks |
$4.03 Million
0.97% of portfolio
|
  5  
|
- |
  5  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM C WFC BAC 4 stocks |
$3.63 Million
0.87% of portfolio
|
  4  
|
- |
  4  
|
- |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
LHX RTX BWXT LMT NOC 5 stocks |
$3.05 Million
0.74% of portfolio
|
  5  
|
- |
  5  
|
- |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
MO PM 2 stocks |
$3.03 Million
0.73% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2.5 Million
0.6% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
AFL 1 stocks |
$2.33 Million
0.56% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$2.32 Million
0.56% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
NEE D DUK SO AEP 5 stocks |
$2.3 Million
0.56% of portfolio
|
  5  
|
- |
  5  
|
- |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
SBUX MCD 2 stocks |
$2.11 Million
0.51% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST WMT TGT 3 stocks |
$1.95 Million
0.47% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$1.82 Million
0.44% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ABT 1 stocks |
$1.69 Million
0.41% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
EMR ETN DOV GE 4 stocks |
$1.61 Million
0.39% of portfolio
|
  4  
|
- |
  4  
|
- |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
BDX 1 stocks |
$1.54 Million
0.37% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Railroads | Industrials
NSC CSX 2 stocks |
$1.37 Million
0.33% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$1.33 Million
0.32% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ T 2 stocks |
$1.09 Million
0.26% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.02 Million
0.25% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
APD RPM 2 stocks |
$998,153
0.24% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$962,246
0.23% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
HRL GIS 2 stocks |
$932,104
0.22% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$901,376
0.22% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Conglomerates | Industrials
MMM HON 2 stocks |
$801,423
0.19% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
BX 1 stocks |
$708,991
0.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$686,097
0.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$683,595
0.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$646,190
0.16% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
TFC 1 stocks |
$630,702
0.15% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$604,846
0.15% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Retail | Real Estate
O 1 stocks |
$567,769
0.14% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Biotechnology | Healthcare
HALO 1 stocks |
$516,348
0.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
AJG 1 stocks |
$329,057
0.08% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS 1 stocks |
$327,546
0.08% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
CRM 1 stocks |
$321,673
0.08% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Capital Markets | Financial Services
GS 1 stocks |
$286,310
0.07% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Electrical Equipment & Parts | Industrials
AYI 1 stocks |
$249,771
0.06% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
KMI 1 stocks |
$246,600
0.06% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
AMT 1 stocks |
$243,622
0.06% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$241,153
0.06% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$234,553
0.06% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Utilities—Regulated Water | Utilities
AWR 1 stocks |
$217,616
0.05% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
HOFT 1 stocks |
$144,723
0.03% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Apparel Manufacturing | Consumer Cyclical
HBI 1 stocks |
$105,820
0.03% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|