OAK HILL WEALTH ADVISORS, LLC
Follow13F filer, CIK 1964849, LANSDOWNE, VA
OAK HILL WEALTH ADVISORS, LLC reported $419,573,515 across 133 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-07. Its ten largest share positions make up 55.96% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-000868
- Period
- 2024-12-31
- Reported value
- $420M
- Holdings
- 133
- Top 10 weight
- 55.96%
- New
- 133
- Sold out
- 115
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VTVnew | +198,180 | $33.6M |
| VIGnew | +150,932 | $29.6M |
| VVnew | +100,811 | $27.2M |
| VEAnew | +552,959 | $26.4M |
| VUGnew | +63,720 | $26.2M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
None.
Back to all 133 share positions
Sold out in Q4 2024
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| VTVVANGUARD INDEX FDS | 187,185 | $32.7M | put |
| VIGVANGUARD SPECIALIZED FUNDS | 157,218 | $31.1M | put |
| VVVANGUARD INDEX FDS | 106,156 | $27.9M | put |
| VEAVANGUARD TAX-MANAGED FDS | 515,637 | $27.2M | put |
| VUGVANGUARD INDEX FDS | 60,205 | $23.1M | put |
| VOVANGUARD INDEX FDS | 84,149 | $22.2M | put |
| VWOVANGUARD INTL EQUITY INDEX F | 405,439 | $19.4M | put |
| BNDXVANGUARD CHARLOTTE FDS | 354,820 | $17.8M | put |
| VBVANGUARD INDEX FDS | 71,258 | $16.9M | put |
| VYMVANGUARD WHITEHALL FDS | 130,820 | $16.8M | put |
| AAPLAPPLE INC | 58,569 | $13.6M | put |
| VCITVANGUARD SCOTTSDALE FDS | 124,152 | $10.4M | put |
| MSFTMICROSOFT CORP | 22,810 | $9.82M | put |
| AMZNAMAZON COM INC | 45,009 | $8.39M | put |
| BSVVANGUARD BD INDEX FDS | 96,664 | $7.61M | put |
| VIGIVANGUARD WHITEHALL FDS | 73,035 | $6.45M | put |
| VYMIVANGUARD WHITEHALL FDS | 86,251 | $6.33M | put |
| GOOGLALPHABET INC | 37,527 | $6.22M | put |
| PGPROCTER & GAMBLE CO | 34,961 | $6.06M | put |
| BNDVANGUARD BD INDEX FDS | 72,798 | $5.47M | put |
| VXFVANGUARD INDEX FDS | 29,424 | $5.35M | put |
| VMBSVANGUARD SCOTTSDALE FDS | 79,951 | $3.77M | put |
| BLVVANGUARD BD INDEX FDS | 48,676 | $3.66M | put |
| BIVVANGUARD BD INDEX FDS | 46,054 | $3.61M | put |
| ABBVABBVIE INC | 17,109 | $3.38M | put |
| VGLTVANGUARD SCOTTSDALE FDS | 49,381 | $3.04M | put |
| JNJJOHNSON & JOHNSON | 16,781 | $2.72M | put |
| XOMEXXON MOBIL CORP | 23,019 | $2.7M | put |
| AFLAFLAC INC | 22,850 | $2.55M | put |
| VTIVANGUARD INDEX FDS | 8,998 | $2.55M | put |
| JPMJPMORGAN CHASE & CO | 11,231 | $2.37M | put |
| LLYELI LILLY & CO | 2,376 | $2.11M | put |
| NVDANVIDIA CORPORATION | 16,166 | $1.96M | put |
| ADPAUTOMATIC DATA PROCESSING IN | 7,039 | $1.95M | put |
| ABTABBOTT LABORATORIES | 14,945 | $1.7M | put |
| MOALTRIA GROUP INC | 32,619 | $1.66M | put |
| VTEBVANGUARD MUN BD FDS | 31,909 | $1.63M | put |
| VGSHVANGUARD SCOTTSDALE FDS | 26,574 | $1.57M | put |
| BDXBECTON DICKINSON & CO | 6,380 | $1.54M | put |
| UNHUNITEDHEALTH GROUP INC | 2,550 | $1.49M | put |
| CVXCHEVRON CORPORATION | 9,331 | $1.37M | put |
| GOOGALPHABET INC | 8,181 | $1.37M | put |
| SBUXSTARBUCKS CORP | 13,179 | $1.28M | put |
| LHXL3HARRIS TECHNOLOGIES INC | 4,483 | $1.07M | put |
| KOCOCA COLA CO | 14,747 | $1.06M | put |
| PSXPHILLIPS 66 | 7,762 | $1.02M | put |
| BLACKROCK INCBLACKROCK INC | 1,052 | $998K | put |
| BRK-BBERKSHIRE HATHAWAY INC DEL | 2,158 | $993K | put |
| NSCNORFOLK SOUTHN CORP | 3,964 | $985K | put |
| PMPHILIP MORRIS INTL INC | 7,140 | $867K | put |
| OREALTY INCOME CORP | 13,483 | $855K | put |
| COSTCOSTCO WHOLESALE CORPORATION | 964 | $855K | put |
| PEPPEPSICO INC | 4,727 | $804K | put |
| AMGNAMGEN INC | 2,362 | $761K | put |
| VZVERIZON COMMUNICATIONS INC | 15,665 | $704K | put |
| VBRVANGUARD INDEX FDS | 3,394 | $681K | put |
| VXUSVANGUARD STAR FDS | 10,458 | $677K | put |
| CATCATERPILLAR INC | 1,684 | $659K | put |
| MCDMCDONALDS CORP | 2,150 | $655K | put |
| RSPTINVESCO EXCHANGE TRADED FD T | 17,170 | $647K | put |
| QCOMQUALCOMM INC | 3,724 | $633K | put |
| AVGOBROADCOM INC | 3,660 | $631K | put |
| HALOHALOZYME THERAPEUTICS INC | 10,800 | $618K | put |
| WMTWALMART INC | 7,567 | $611K | put |
| IBMINTERNATIONAL BUSINESS MACHS | 2,706 | $598K | put |
| RTXRTX CORPORATION | 4,912 | $595K | put |
| EMREMERSON ELEC CO | 5,238 | $573K | put |
| BWXTBWX TECHNOLOGIES INC | 5,250 | $571K | put |
| APDAIR PRODUCTS AND CHEMICALS I | 1,914 | $570K | put |
| HRLHORMEL FOODS CORP | 17,000 | $539K | put |
| VOOVANGUARD INDEX FDS | 987 | $521K | put |
| DDOMINION ENERGY INC | 9,010 | $521K | put |
| NEENEXTERA ENERGY INC | 6,137 | $519K | put |
| TAT&T INC | 23,296 | $513K | put |
| CCITIGROUP INC | 7,490 | $469K | put |
| ADBEADOBE INC | 900 | $466K | put |
| AMDADVANCED MICRO DEVICES INC | 2,730 | $448K | put |
| BXBLACKSTONE INC | 2,863 | $438K | put |
| MMM3M CO | 3,195 | $437K | put |
| ETNEATON CORP PLC | 1,300 | $431K | put |
| CSCOCISCO SYS INC | 7,981 | $425K | put |
| TGTTARGET CORP | 2,525 | $394K | put |
| VPLSVANGUARD MALVERN FDS | 4,904 | $389K | put |
| LOWLOWES COS INC | 1,426 | $386K | put |
| GISGENERAL MILLS INC | 5,054 | $373K | put |
| GEGE AEROSPACE | 1,749 | $330K | put |
| AJGGALLAGHER ARTHUR J & CO | 1,159 | $326K | put |
| AMTAMERICAN TOWER CORP | 1,399 | $325K | put |
| CVSCVS HEALTH CORP | 5,154 | $324K | put |
| HDHOME DEPOT INC | 783 | $317K | put |
| RPMRPM INTL INC | 2,600 | $315K | put |
| VFHVANGUARD WORLD FD | 2,852 | $313K | put |
| CGDGCAPITAL GROUP DIVIDEND GROWE | 10,148 | $312K | put |
| DUKDUKE ENERGY CORP NEW | 2,640 | $304K | put |
| IVVISHARES TR | 526 | $303K | put |
| TRITHOMSON REUTERS CORP | 1,764 | $301K | put |
| AEPAMERICAN ELEC PWR CO INC | 2,870 | $294K | put |
| DOVDOVER CORP | 1,500 | $288K | put |
| PFEPFIZER INC | 9,589 | $277K | put |
| SOSOUTHERN CO | 3,075 | $277K | put |
| CRMSALESFORCE INC | 992 | $272K | put |
| BACBANK OF AMER CORP | 6,653 | $264K | put |
| DISDISNEY WALT CO | 2,692 | $259K | put |
| GSGOLDMAN SACHS GROUP INC | 500 | $248K | put |
| VHTVANGUARD WORLD FD | 863 | $244K | put |
| JPSTJ P MORGAN EXCHANGE TRADED F | 4,683 | $238K | put |
| AWRAMER STATES WTR CO | 2,800 | $233K | put |
| CSXCSX CORP | 6,575 | $227K | put |
| IEMGISHARES INC | 3,900 | $224K | put |
| CGDVCAPITAL GROUP DIVIDEND VALUE | 6,008 | $219K | put |
| HONHONEYWELL INTL INC | 1,005 | $208K | put |
| MRKMERCK & CO INC | 1,807 | $205K | put |
| CGGRCAPITAL GROUP GROWTH ETF | 5,896 | $205K | put |
| KMBKIMBERLY-CLARK CORP | 1,411 | $201K | put |
| HANESBRANDS INCHANESBRANDS INC | 13,000 | $95.5K | put |
How Q4 2024 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001085146-25-000868 | base | 2025-02-07 | acceptance time not in the bulk data set |