Oak Hill Wealth Advisors, LLC Portfolio Holdings

Oak Hill Wealth Advisors, LLC

  • $431 Billion
  • Q1 2025

Oak Hill Wealth Advisors, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $431 Billion distributed in 138 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $35.5B, Vanguard Ftse Developed Market with a value of $32.7B, Vanguard Dividend Appreciation with a value of $30.6B, Vanguard Large Cap ETF with a value of $25.3B, and Vanguard Growth ETF with a value of $24.1B.

Examining the 13F form we can see an increase of $11.5B in the current position value, from $420B to 431B.

Oak Hill Wealth Advisors, LLC is based out at Lansdowne, VA

Below you can find more details about Oak Hill Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $431 Billion
ETFs: $310 Billion
Technology: $28.4 Billion
Healthcare: $16.1 Billion
Consumer Defensive: $15.9 Billion
Consumer Cyclical: $11.3 Billion
Industrials: $10.3 Billion
Financial Services: $10.1 Billion
Communication Services: $8.54 Billion
Other: $11.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$310B
$1.16 Billion 0.27% of portfolio
16,128
Q1 2025 Added 8.04%
$51.5B
$1.03 Billion 0.24% of portfolio
4,360
Q1 2025 Reduced 8.42%
Blackrock Inc
-
$1.02 Billion 0.24% of portfolio
-
Q4 2024 New
$51.4B
$977 Million 0.23% of portfolio
7,912
Q4 2024 New
$232B
$967 Million 0.22% of portfolio
3,095
Q4 2024 New
$41.8B
$967 Million 0.22% of portfolio
4,621
Q4 2024 New
$182B
$927 Million 0.22% of portfolio
6,183
Q1 2025 Added 5.08%
$449B
$918 Million 0.21% of portfolio
970
Q1 2025 Added 0.31%
$570B
$758 Million 0.18% of portfolio
2,163
Q4 2024 New
$150B
$751 Million 0.17% of portfolio
2,410
Q1 2025 Reduced 7.73%
$0
$677 Million 0.16% of portfolio
19,766
Q1 2025 Added 30.88%
$189B
$690 Million 0.16% of portfolio
5,211
Q4 2024 New
$8.44B
$683 Million 0.16% of portfolio
10,700
Q1 2025 Reduced 0.93%
$93B
$694 Million 0.16% of portfolio
5,692
Q1 2025 Added 19.25%
$270B
$693 Million 0.16% of portfolio
7,892
Q1 2025 Reduced 0.93%
$183B
$647 Million 0.15% of portfolio
14,257
Q1 2025 Reduced 0.01%
$171B
$649 Million 0.15% of portfolio
1,969
Q1 2025 Added 2.61%
$0
$651 Million 0.15% of portfolio
3,495
Q1 2025 Added 0.03%
$196B
$657 Million 0.15% of portfolio
23,247
Q1 2025 Added 1.45%
$0
$662 Million 0.15% of portfolio
19,369
Q1 2025 Reduced 0.01%
$0
$662 Million 0.15% of portfolio
27,489
Q1 2025 Added 101.34%
$130B
$599 Million 0.14% of portfolio
8,453
Q4 2024 New
$35.2B
$595 Million 0.14% of portfolio
10,257
Q1 2025 Reduced 3.51%
$52.2B
$598 Million 0.14% of portfolio
14,521
Q1 2025 Reduced 0.12%
$81.3B
$613 Million 0.14% of portfolio
3,660
Q4 2024 New
$244B
$625 Million 0.14% of portfolio
10,125
Q1 2025 Reduced 0.9%
$0
$581 Million 0.13% of portfolio
9,355
Q1 2025 Reduced 4.05%
Vanguard Mun Bd Fds
-
$575 Million 0.13% of portfolio
-
Q1 2025 New
$96.5B
$575 Million 0.13% of portfolio
4,112
Q4 2024 New
$64.1B
$566 Million 0.13% of portfolio
5,162
Q1 2025 Reduced 5.51%
$60.4B
$550 Million 0.13% of portfolio
1,864
Q1 2025 Reduced 2.61%
$157B
$578 Million 0.13% of portfolio
3,763
Q1 2025 Added 0.11%
$136B
$542 Million 0.13% of portfolio
7,629
Q1 2025 Reduced 0.16%
$45.3B
$511 Million 0.12% of portfolio
9,105
Q1 2025 Reduced 6.99%
$0
$514 Million 0.12% of portfolio
1,000
Q1 2025 Added 0.7%
$0
$527 Million 0.12% of portfolio
10,542
Q1 2025 Added 60.65%
$16B
$526 Million 0.12% of portfolio
17,000
Q4 2024 New
$77.8B
$485 Million 0.11% of portfolio
3,305
Q1 2025 Reduced 1.17%
$403B
$466 Million 0.11% of portfolio
3,335
Q4 2024 New
Vanguard Malvern Fds
-
$461 Million 0.11% of portfolio
-
Q1 2025 Added 2.33%
$0
$433 Million 0.1% of portfolio
6,748
Q1 2025 Added 52.98%
$124B
$444 Million 0.1% of portfolio
994
Q4 2024 New
Thomson Reuters Corp
-
$426 Million 0.1% of portfolio
-
Q4 2024 New
$70.4B
$400 Million 0.09% of portfolio
1,159
Q4 2024 New
$32.7B
$374 Million 0.09% of portfolio
6,254
Q4 2024 New
$55.2B
$379 Million 0.09% of portfolio
3,469
Q1 2025 Reduced 0.03%
$75.9B
$398 Million 0.09% of portfolio
777
Q1 2025 Reduced 11.4%
$99.1B
$375 Million 0.09% of portfolio
4,075
Q4 2024 New
$14.2B
$393 Million 0.09% of portfolio
3,400
Q1 2025 Reduced 5.56%

Summary

  • Portfolio
  • No. of Stocks 138
  • Current Value $431 Billion
  • Prior Value $420 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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