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CIK: 0001964849
Total reported value
$533.6M
$533.6M
133 檔
26.8%
During the Q4 2024 filing period, Oak Hill Wealth Advisors, LLC (CIK: 0001964849) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $533.6M across 133 reported positions.
During Q4 2024, Oak Hill Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 8.00% | -0.11% | +5.87% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 7.04% | -0.43% | -4.00% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-Other | 6.48% | -0.38% | -5.04% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.30% | +0.75% | +7.24% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 6.23% | +0.85% | +5.84% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.10% | -0.30% | -3.68% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.42% | -0.43% | +6.57% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.33% | — | +1.70% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 4.23% | +0.11% | +3.66% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.82% | -0.08% | -4.03% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 3.46% | -0.23% | -0.95% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.57% | +0.23% | +12.25% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.49% | -0.05% | +4.72% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.24% | -0.21% | -4.91% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.92% | -0.14% | +7.95% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.62% | +0.33% | -4.03% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.43% | -0.43% | +2.34% | |
| 18 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.35% | -0.06% | -2.78% | |
| 19 | BND | Vanguard Total Bond Market | ETF-Other | 1.31% | -0.15% | +4.77% | |
| 20 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.25% | -0.03% | -6.14% | |
| 21 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.25% | +0.06% | -10.55% | |
| 22 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.94% | -0.04% | +8.29% | |
| 23 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.89% | -0.05% | +8.28% | |
| 24 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.86% | -0.05% | +8.56% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.82% | — | +38.32% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.75% | — | +3.45% | |
| 27 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.69% | — | +6.29% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | — | +17.62% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.60% | — | -4.06% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | +0.04% | -8.00% | |
| 31 | AFL | Aflac Inc | Stock-Financials | 0.56% | — | -1.46% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.54% | — | +24.16% | |
| 33 | ADP | Automatic Data Processing | Stock-Tech | 0.49% | — | +0.30% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.49% | +0.12% | -5.94% | |
| 35 | MO | Altria Group Inc | Stock-Consumer Staples | 0.45% | -0.02% | +10.06% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.45% | — | +38.70% | |
| 37 | ABT | Abbott Laboratories | Stock-Healthcare | 0.40% | — | — | |
| 38 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.40% | — | +7.20% | |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.38% | -0.17% | +0.58% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | +0.05% | -0.31% | |
| 41 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.37% | — | +6.72% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.32% | -0.16% | +2.82% | |
| 43 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.29% | — | +1.14% | |
| 44 | PM | Philip Morris International | Stock-Consumer Staples | 0.27% | — | +33.94% | |
| 45 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.27% | +0.06% | +20.11% | |
| 46 | BLK | Blackrock Inc | Stock-Financials | 0.26% | — | — | |
| 47 | CGMU | Cap Group Municipal Income | ETF-Other | 0.25% | -0.03% | — | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | — | +4.17% | |
| 49 | CGDV | Cap Group Dividend Value | ETF-Other | 0.23% | +0.18% | +360.52% | |
| 50 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.23% | +0.03% | +3.08% |
According to official SEC Form 13F filings, Oak Hill Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $533.6M across 133 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTV, VIG, VV) accounted for 26.8% of total reported equity market value during Q4 2024.
During Q4 2024, Oak Hill Wealth Advisors, LLC's top holdings by market value included VTV (8.0%)、VIG (7.0%)、VV (6.5%). The largest single position, VTV, represented 8.0% of total portfolio value.
In Q4 2024, Oak Hill Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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