Oak Hill Wealth Advisors, LLC Top Holdings and 13F Report (2023) About Oak Hill Wealth Advisors, LLCInvestment ActivityOak Hill Wealth Advisors, LLC has $431.12 million in total holdings as of September 30, 2023.Oak Hill Wealth Advisors, LLC owns shares of 138 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 5.14% of the portfolio was purchased this quarter.About 1.42% of the portfolio was sold this quarter.This quarter, Oak Hill Wealth Advisors, LLC has purchased 133 new stocks and bought additional shares in 50 stocks.Oak Hill Wealth Advisors, LLC sold shares of 42 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Value ETF $35,467,948Vanguard FTSE Developed Markets ETF $32,654,033Vanguard Dividend Appreciation ETF $30,618,089Vanguard Large-Cap ETF $25,322,858Vanguard Growth ETF $24,070,365 Largest New Holdings this Quarter 922907712 - VANGUARD MUN BD FDS $574,989 Holding14020Y805 - CAPITAL GRP FIXED INCM ETF T $299,354 Holding126650100 - CVS Health $292,612 Holding464287200 - iShares Core S&P 500 ETF $286,569 Holding01989A209 - ALLSPRING EXCHANGE TRADED FU $230,506 Holding Largest Purchases this Quarter Vanguard FTSE Developed Markets ETF 89,458 shares (about $4.55M)Vanguard Dividend Appreciation ETF 6,901 shares (about $1.34M)Vanguard Value ETF 7,146 shares (about $1.23M)Capital Group Municipal Income ETF 43,025 shares (about $1.15M)Vanguard Total International Bond ETF 22,448 shares (about $1.10M) Largest Sales this Quarter Vanguard FTSE Emerging Markets ETF 73,953 shares (about $3.35M)Vanguard Large-Cap ETF 2,290 shares (about $588.60K)Microsoft 707 shares (about $265.40K)NVIDIA 2,384 shares (about $258.38K)BWX Technologies 1,900 shares (about $187.44K) Sector Allocation Over TimeMap of 500 Largest Holdings ofOak Hill Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTVVanguard Value ETF$35,467,948$1,234,398 ▲3.6%205,3268.2%ETFVEAVanguard FTSE Developed Markets ETF$32,654,033$4,547,147 ▲16.2%642,4177.6%ETFVIGVanguard Dividend Appreciation ETF$30,618,089$1,338,728 ▲4.6%157,8337.1%ETFVVVanguard Large-Cap ETF$25,322,858$588,599 ▼-2.3%98,5215.9%ETFVUGVanguard Growth ETF$24,070,365$441,648 ▲1.9%64,9115.6%ETFVOVanguard Mid-Cap ETF$20,861,939$99,569 ▼-0.5%80,6664.8%ETFBNDXVanguard Total International Bond ETF$19,556,937$1,095,911 ▲5.9%400,5934.5%ETFVBVanguard Small-Cap ETF$16,836,984$457,025 ▲2.8%75,9283.9%ETFVYMVanguard High Dividend Yield ETF$16,540,943$349,998 ▲2.2%128,2643.8%ETFVWOVanguard FTSE Emerging Markets ETF$15,315,261$3,347,113 ▼-17.9%338,3843.6%ETFAAPLApple$12,943,278$57,309 ▲0.4%58,2693.0%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$10,895,489$265,638 ▲2.5%133,2622.5%ETFMSFTMicrosoft$9,346,471$265,401 ▼-2.8%24,8982.2%Computer and TechnologyBSVVanguard Short-Term Bond ETF$9,008,776$840,023 ▲10.3%115,0842.1%ETFAMZNAmazon.com$8,352,224$209,286 ▲2.6%43,8991.9%Retail/WholesaleVYMIVanguard International High Dividend Yield ETF$6,363,549$678,240 ▲11.9%86,3561.5%ETFPGProcter & Gamble$6,276,858$179,451 ▲2.9%36,8321.5%Consumer StaplesVIGIVanguard International Dividend Appreciation ETF$6,190,674$301,406 ▲5.1%74,6401.4%ETFBNDVanguard Total Bond Market ETF$6,064,497$462,590 ▲8.3%82,5661.4%ETFGOOGLAlphabet$5,676,989$107,784 ▲1.9%36,7111.3%Computer and TechnologyVXFVanguard Extended Market ETF$5,065,994$308,690 ▲6.5%29,4091.2%ETFVMBSVanguard Mortgage-Backed Securities ETF$4,446,299$436,748 ▲10.9%96,0121.0%ETFBIVVanguard Intermediate-Term Bond ETF$4,236,899$418,682 ▲11.0%55,3341.0%ETFBLVVanguard Long-Term Bond ETF$4,167,517$446,321 ▲12.0%59,1811.0%ETFXOMExxon Mobil$3,775,203$11,417 ▼-0.3%31,7430.9%EnergyABBVAbbVie$3,704,025$4,400 ▼-0.1%17,6790.9%MedicalJNJJohnson & Johnson$3,223,639$49,587 ▼-1.5%19,4380.7%MedicalVGLTVanguard Long-Term Treasury Index ETF$3,219,251$195,356 ▲6.5%55,8800.7%ETFJPMJPMorgan Chase & Co.$2,688,562$154,053 ▲6.1%10,9600.6%FinanceAFLAflac$2,481,787$21,793 ▼-0.9%22,3200.6%FinanceMOAltria Group$2,434,860$280,057 ▲13.0%40,5670.6%Consumer StaplesLLYEli Lilly and Company$2,389,825$46,244 ▼-1.9%2,8940.6%MedicalVTIVanguard Total Stock Market ETF$2,299,231$73,380 ▼-3.1%8,3660.5%ETFCGMUCapital Group Municipal Income ETF$2,190,237$1,153,935 ▲111.4%81,6640.5%ETFADPAutomatic Data Processing$2,157,0830.0%7,0600.5%Business ServicesCVXChevron$2,094,420$70,595 ▼-3.3%12,5200.5%EnergyABTAbbott Laboratories$1,906,675$75,742 ▼-3.8%14,3740.4%MedicalPMPhilip Morris International$1,797,617$279,682 ▲18.4%11,3250.4%Consumer StaplesVGSHVanguard Short-Term Treasury Index ETF$1,726,010$54,112 ▲3.2%29,4090.4%ETFVTEBVanguard Tax-Exempt Bond ETF$1,592,5040.0%32,0940.4%ETFIBMInternational Business Machines$1,535,447$759,394 ▲97.9%6,1750.4%Computer and TechnologyBDXBecton, Dickinson and Company$1,534,473$25,197 ▼-1.6%6,6990.4%MedicalUNHUnitedHealth Group$1,428,289$54,995 ▲4.0%2,7270.3%MedicalNVDANVIDIA$1,389,667$258,381 ▼-15.7%12,8220.3%Computer and TechnologyVANGUARD MUN BD FDS$1,368,262$654,090 ▲91.6%13,8460.3%INTERMEDIATE TRMCAPITAL GROUP DIVIDEND GROWE$1,366,628$429,144 ▲45.8%44,2270.3%SHS ETFGOOGAlphabet$1,272,916$1,250 ▼-0.1%8,1480.3%Computer and TechnologyCGDVCapital Group Dividend Value ETF$1,233,156$247,059 ▲25.1%34,6000.3%ETFSBUXStarbucks$1,202,447$104,953 ▼-8.0%12,2590.3%Retail/WholesaleBRK.BBerkshire Hathaway$1,189,784$7,456 ▼-0.6%2,2340.3%FinanceKOCoca-Cola$1,155,052$85,941 ▲8.0%16,1280.3%Consumer StaplesNSCNorfolk Southern$1,032,751$94,985 ▼-8.4%4,3600.2%TransportationBLACKROCK INC$1,018,4120.0%1,0760.2%COMPSXPhillips 66$976,9320.0%7,9120.2%EnergyLHXL3Harris Technologies$967,1650.0%4,6210.2%AerospaceMCDMcDonald's$966,8810.0%3,0950.2%Retail/WholesalePEPPepsiCo$927,079$44,832 ▲5.1%6,1830.2%Consumer StaplesCOSTCostco Wholesale$917,514$2,838 ▲0.3%9700.2%Retail/WholesaleVVisa$758,0450.0%2,1630.2%Business ServicesAMGNAmgen$750,836$62,933 ▼-7.7%2,4100.2%MedicalDUKDuke Energy$694,228$112,086 ▲19.3%5,6920.2%UtilitiesWMTWalmart$692,798$6,496 ▼-0.9%7,8920.2%Retail/WholesaleRTXRTX$690,2940.0%5,2110.2%AerospaceHALOHalozyme Therapeutics$682,767$6,381 ▼-0.9%10,7000.2%MedicalCGGRCapital Group Growth ETF$676,991$159,743 ▲30.9%19,7660.2%ETFRSPTInvesco S&P 500 Equal Weight Technology ETF$662,409$34 ▼0.0%19,3690.2%ETFFLBLFranklin Senior Loan ETF$661,649$333,027 ▲101.3%27,4890.2%ETFTAT&T$657,437$9,417 ▲1.5%23,2470.2%Computer and TechnologyVBRVanguard Small-Cap Value ETF$651,084$186 ▲0.0%3,4950.2%ETFCATCaterpillar$649,376$16,490 ▲2.6%1,9690.2%IndustrialsVZVerizon Communications$646,692$91 ▼0.0%14,2570.2%Computer and TechnologyCAPITAL GRP FIXED INCM ETF T$626,113$297,737 ▲90.7%24,0720.1%SHORT DURATION MCSCOCisco Systems$624,814$5,677 ▼-0.9%10,1250.1%Computer and TechnologyAVGOBroadcom$612,7940.0%3,6600.1%Computer and TechnologyNEENextEra Energy$599,2330.0%8,4530.1%UtilitiesTFCTruist Financial$597,539$741 ▼-0.1%14,5210.1%FinanceORealty Income$595,028$21,638 ▼-3.5%10,2570.1%FinanceVXUSVanguard Total International Stock ETF$580,934$24,529 ▼-4.1%9,3550.1%ETFQCOMQUALCOMM$578,053$614 ▲0.1%3,7630.1%Computer and TechnologyVANGUARD MUN BD FDS$574,989$574,989 ▲New Holding7,7450.1%CORE TAX EXEMPTBXBlackstone$574,7750.0%4,1120.1%FinanceEMREmerson Electric$565,962$33,002 ▼-5.5%5,1620.1%IndustrialsAPDAir Products and Chemicals$549,731$14,746 ▼-2.6%1,8640.1%Basic MaterialsCCitigroup$541,583$852 ▼-0.2%7,6290.1%FinanceJMUBJPMorgan Municipal ETF$527,107$199,003 ▲60.7%10,5420.1%ETFHRLHormel Foods$525,9800.0%17,0000.1%Consumer StaplesVOOVanguard S&P 500 ETF$513,752$3,596 ▲0.7%1,0000.1%ETFDDominion Energy$510,523$38,352 ▼-7.0%9,1050.1%UtilitiesMMM3M$485,372$5,728 ▼-1.2%3,3050.1%Multi-Sector ConglomeratesORCLOracle$466,2660.0%3,3350.1%Computer and TechnologyVANGUARD MALVERN FDS$460,706$10,471 ▲2.3%5,9400.1%CORE-PLUS BD ETFLMTLockheed Martin$444,0300.0%9940.1%AerospaceVWOBVanguard Emerging Markets Government Bond ETF$433,226$150,037 ▲53.0%6,7480.1%ETFTRIThomson Reuters$425,5570.0%2,4630.1%Business ServicesAJGArthur J. Gallagher & Co.$400,1330.0%1,1590.1%FinanceNOCNorthrop Grumman$397,832$51,201 ▼-11.4%7770.1%AerospaceRPMRPM International$393,312$23,136 ▼-5.6%3,4000.1%ConstructionAEPAmerican Electric Power$379,058$109 ▼0.0%3,4690.1%UtilitiesSOSouthern$374,6960.0%4,0750.1%UtilitiesGISGeneral Mills$373,9230.0%6,2540.1%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. 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