Oak Hill Wealth Advisors, LLC Top Holdings and 13F Report (2023) About Oak Hill Wealth Advisors, LLCInvestment ActivityOak Hill Wealth Advisors, LLC has $419.57 million in total holdings as of September 30, 2023.Oak Hill Wealth Advisors, LLC owns shares of 133 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 6.64% of the portfolio was purchased this quarter.About 2.13% of the portfolio was sold this quarter.This quarter, Oak Hill Wealth Advisors, LLC has purchased 115 new stocks and bought additional shares in 67 stocks.Oak Hill Wealth Advisors, LLC sold shares of 27 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Value ETF $33,551,924Vanguard Dividend Appreciation ETF $29,557,033Vanguard Large-Cap ETF $27,188,616Vanguard FTSE Developed Markets ETF $26,442,503Vanguard Growth ETF $26,153,136 Largest New Holdings this Quarter BLACKROCK INC $1,103,018 HoldingCapital Group Municipal Income ETF $1,040,162 HoldingVANGUARD MUN BD FDS $718,292 HoldingVisa $683,595 HoldingTruist Financial $630,702 Holding Largest Purchases this Quarter Vanguard Value ETF 10,995 shares (about $1.86M)Vanguard FTSE Developed Markets ETF 37,322 shares (about $1.78M)Vanguard Growth ETF 3,515 shares (about $1.44M)Microsoft 2,795 shares (about $1.18M)Vanguard Total International Bond ETF 23,325 shares (about $1.14M) Largest Sales this Quarter Vanguard Large-Cap ETF 5,345 shares (about $1.44M)Vanguard Dividend Appreciation ETF 6,286 shares (about $1.23M)Vanguard Mid-Cap ETF 3,098 shares (about $818.28K)Vanguard High Dividend Yield ETF 5,270 shares (about $672.40K)Vanguard International High Dividend Yield ETF 9,099 shares (about $617.64K) 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$33,551,924$1,861,456 ▲5.9%198,1808.0%ETFVIGVanguard Dividend Appreciation ETF$29,557,033$1,230,988 ▼-4.0%150,9327.0%ETFVVVanguard Large-Cap ETF$27,188,616$1,441,541 ▼-5.0%100,8116.5%ETFVEAVanguard FTSE Developed Markets ETF$26,442,503$1,784,738 ▲7.2%552,9596.3%ETFVUGVanguard Growth ETF$26,153,136$1,442,691 ▲5.8%63,7206.2%ETFVOVanguard Mid-Cap ETF$21,408,115$818,279 ▼-3.7%81,0515.1%ETFBNDXVanguard Total International Bond ETF$18,548,020$1,144,092 ▲6.6%378,1454.4%ETFVWOVanguard FTSE Emerging Markets ETF$18,159,300$303,788 ▲1.7%412,3374.3%ETFVBVanguard Small-Cap ETF$17,748,854$626,894 ▲3.7%73,8674.2%ETFVYMVanguard High Dividend Yield ETF$16,018,873$672,397 ▼-4.0%125,5503.8%ETFAAPLApple$14,527,107$139,734 ▼-1.0%58,0113.5%Computer and TechnologyMSFTMicrosoft$10,792,374$1,178,078 ▲12.3%25,6052.6%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$10,436,108$470,461 ▲4.7%130,0132.5%ETFAMZNAmazon.com$9,389,673$484,852 ▼-4.9%42,7992.2%Retail/WholesaleBSVVanguard Short-Term Bond ETF$8,063,381$594,131 ▲8.0%104,3531.9%ETFGOOGLAlphabet$6,817,450$286,411 ▼-4.0%36,0141.6%Computer and TechnologyPGProcter & Gamble$5,998,326$137,137 ▲2.3%35,7791.4%Consumer StaplesVIGIVanguard International Dividend Appreciation ETF$5,679,743$162,299 ▼-2.8%71,0061.4%ETFBNDVanguard Total Bond Market ETF$5,484,438$249,528 ▲4.8%76,2681.3%ETFVXFVanguard Extended Market ETF$5,246,678$343,294 ▼-6.1%27,6171.3%ETFVYMIVanguard International High Dividend Yield ETF$5,237,101$617,643 ▼-10.5%77,1521.2%ETFVMBSVanguard Mortgage-Backed Securities ETF$3,925,569$300,603 ▲8.3%86,5810.9%ETFBIVVanguard Intermediate-Term Bond ETF$3,726,456$284,868 ▲8.3%49,8660.9%ETFBLVVanguard Long-Term Bond ETF$3,616,063$285,149 ▲8.6%52,8430.9%ETFXOMExxon Mobil$3,424,868$948,753 ▲38.3%31,8390.8%Oils/EnergyABBVAbbVie$3,145,267$105,020 ▲3.5%17,7000.7%MedicalVGLTVanguard Long-Term Treasury Index ETF$2,905,265$172,028 ▲6.3%52,4890.7%ETFJNJJohnson & Johnson$2,854,318$427,490 ▲17.6%19,7370.7%MedicalVTIVanguard Total Stock Market ETF$2,502,051$105,786 ▼-4.1%8,6330.6%ETFJPMJPMorgan Chase & Co.$2,476,684$215,499 ▼-8.0%10,3320.6%FinanceAFLAflac$2,329,063$34,549 ▼-1.5%22,5160.6%FinanceLLYEli Lilly and Company$2,277,705$443,187 ▲24.2%2,9500.5%MedicalADPAutomatic Data Processing$2,066,757$6,148 ▲0.3%7,0600.5%Business ServicesNVDANVIDIA$2,042,007$128,918 ▼-5.9%15,2060.5%Computer and TechnologyMOAltria Group$1,877,265$171,616 ▲10.1%35,9010.4%Consumer StaplesCVXChevron$1,874,500$523,012 ▲38.7%12,9420.4%Oils/EnergyABTAbbott Laboratories$1,690,3980.0%14,9450.4%MedicalVGSHVanguard Short-Term Treasury Index ETF$1,657,363$111,298 ▲7.2%28,4870.4%ETFVTEBVanguard Tax-Exempt Bond ETF$1,608,872$9,274 ▲0.6%32,0940.4%ETFGOOGAlphabet$1,553,135$4,761 ▼-0.3%8,1560.4%Computer and TechnologyBDXBecton, Dickinson and Company$1,544,758$97,327 ▲6.7%6,8090.4%MedicalUNHUnitedHealth Group$1,326,297$36,420 ▲2.8%2,6220.3%MedicalSBUXStarbucks$1,216,236$13,687 ▲1.1%13,3290.3%Retail/WholesalePMPhilip Morris International$1,150,906$291,608 ▲33.9%9,5630.3%Consumer StaplesNSCNorfolk Southern$1,117,362$187,048 ▲20.1%4,7610.3%TransportationBLACKROCK INC$1,103,018$1,103,018 ▲New Holding1,0760.3%COMCGMUCapital Group Municipal Income ETF$1,040,162$1,040,162 ▲New Holding38,6390.2%ETFBRK.BBerkshire Hathaway$1,018,973$40,795 ▲4.2%2,2480.2%FinanceCGDVCapital Group Dividend Value ETF$975,586$763,741 ▲360.5%27,6680.2%ETFLHXL3Harris Technologies$971,662$29,017 ▲3.1%4,6210.2%AerospaceKOCoca-Cola$929,386$11,269 ▲1.2%14,9280.2%Consumer StaplesPSXPhillips 66$901,376$17,089 ▲1.9%7,9120.2%Oils/EnergyCAPITAL GROUP DIVIDEND GROWE$899,261$598,470 ▲199.0%30,3390.2%SHS ETFMCDMcDonald's$897,297$273,973 ▲44.0%3,0950.2%Retail/WholesalePEPPepsiCo$894,681$175,926 ▲24.5%5,8840.2%Consumer StaplesCOSTCostco Wholesale$886,138$2,749 ▲0.3%9670.2%Retail/WholesaleAVGOBroadcom$848,5340.0%3,6600.2%Computer and TechnologyRSPTInvesco S&P 500 Equal Weight Technology ETF$724,813$82,323 ▲12.8%19,3700.2%ETFWMTWalmart$719,768$36,052 ▲5.3%7,9660.2%Retail/WholesaleVANGUARD MUN BD FDS$718,292$718,292 ▲New Holding7,2270.2%INTERMEDIATE TRMBXBlackstone$708,991$215,353 ▲43.6%4,1120.2%FinanceCATCaterpillar$696,314$85,270 ▲14.0%1,9190.2%Industrial ProductsVBRVanguard Small-Cap Value ETF$692,441$19,818 ▲2.9%3,4940.2%ETFIBMInternational Business Machines$686,097$91,230 ▲15.3%3,1210.2%Computer and TechnologyVVisa$683,595$683,595 ▲New Holding2,1630.2%Business ServicesAMGNAmgen$680,695$65,151 ▲10.6%2,6120.2%MedicalEMREmerson Electric$677,017$27,884 ▲4.3%5,4630.2%Industrial ProductsTFCTruist Financial$630,702$630,702 ▲New Holding14,5390.2%FinanceNEENextEra Energy$605,996$166,034 ▲37.7%8,4530.1%UtilitiesCSCOCisco Systems$604,846$132,371 ▲28.0%10,2170.1%Computer and TechnologyRTXRTX$603,073$34,603 ▲6.1%5,2110.1%AerospaceBWXTBWX Technologies$584,7980.0%5,2500.1%Computer and TechnologyQCOMQUALCOMM$577,476$5,377 ▲0.9%3,7590.1%Computer and TechnologyVXUSVanguard Total International Stock ETF$574,588$41,724 ▼-6.8%9,7500.1%ETFVZVerizon Communications$570,229$56,227 ▼-9.0%14,2590.1%Computer and TechnologyORealty Income$567,769$152,384 ▼-21.2%10,6300.1%FinanceCGGRCapital Group Growth ETF$561,347$342,190 ▲156.1%15,1020.1%ETFORCLOracle$555,744$555,744 ▲New Holding3,3350.1%Computer and TechnologyAPDAir Products and Chemicals$555,1370.0%1,9140.1%Basic MaterialsCCitigroup$537,850$10,629 ▲2.0%7,6410.1%FinanceVOOVanguard S&P 500 ETF$534,795$3,231 ▲0.6%9930.1%ETFHRLHormel Foods$533,2900.0%17,0000.1%Consumer StaplesDDominion Energy$527,257$41,959 ▲8.6%9,7890.1%UtilitiesTAT&T$521,744$8,698 ▼-1.6%22,9140.1%Computer and TechnologyHALOHalozyme Therapeutics$516,3480.0%10,8000.1%MedicalDUKDuke Energy$514,279$229,825 ▲80.8%4,7730.1%UtilitiesLMTLockheed Martin$483,024$483,024 ▲New Holding9940.1%AerospaceRPMRPM International$443,016$123,060 ▲38.5%3,6000.1%ConstructionVANGUARD MALVERN FDS$441,122$68,467 ▲18.4%5,8050.1%CORE-PLUS BD ETFMMM3M$431,691$19,235 ▲4.7%3,3440.1%Multi-Sector ConglomeratesETNEaton$431,4310.0%1,3000.1%Industrial ProductsNOCNorthrop Grumman$411,567$411,567 ▲New Holding8770.1%AerospaceADBEAdobe$400,2120.0%9000.1%Computer and TechnologyGISGeneral Mills$398,814$76,523 ▲23.7%6,2540.1%Consumer StaplesTRIThomson Reuters$395,016$112,106 ▲39.6%2,4630.1%Business ServicesHONHoneywell International$369,732$142,743 ▲62.9%1,6370.1%Multi-Sector ConglomeratesLOWLowe's Companies$351,9370.0%1,4260.1%Retail/WholesaleTGTTarget$341,3300.0%2,5250.1%Retail/WholesaleVFHVanguard Financials ETF$336,7360.0%2,8520.1%ETFSOSouthern$335,454$82,320 ▲32.5%4,0750.1%UtilitiesShowing 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. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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