The Analysis of OAK HILL WEALTH ADVISORS, LLC's Holdings
Currently, OAK HILL WEALTH ADVISORS, LLC holds 148 types of securities in its portfolio with a total value $533.6M. In the most recent quarter, they have increased their positions in VEA (+43.7K shares, valued at $2.6M), VTV (+12.9K shares, valued at $2.4M), VCRB (+25.2K shares, valued at $2.0M); decreased their positions in VWO (-15.1K shares, valued at $818.0K), VTEB (-10.3K shares, valued at $517.2K), VV (-1.4K shares, valued at $437.2K); initiated new positions in CGSD (+21.7K shares, valued at $564.0K), VBIL (+4.5K shares, valued at $340.3K), HD (+528 shares, valued at $213.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VEA VANGUARD TAX-MANAGED FDS740.9K shares6.26%2025-09-302025-10-30
VTV VANGUARD INDEX FDS232.3K shares5.87%2025-09-302025-10-30 VIG VANGUARD SPECIALIZED FUNDS165.0K shares-0.46%2025-09-302025-10-30 VUG VANGUARD INDEX FDS71.5K shares3.89%2025-09-302025-10-30 VV VANGUARD INDEX FDS95.1K shares-1.47%2025-09-302025-10-30 VO VANGUARD INDEX FDS82.6K shares-0.06%2025-09-302025-10-30 BNDX VANGUARD CHARLOTTE FDS443.4K shares5.97%2025-09-302025-10-30 VB VANGUARD INDEX FDS84.5K shares6.47%2025-09-302025-10-30 VYM VANGUARD WHITEHALL FDS142.3K shares-0.99%2025-09-302025-10-30 VWO VANGUARD INTL EQUITY INDEX F280.1K shares-5.11%2025-09-302025-10-30 AAPL APPLE INC58.0K shares0.26%2025-09-302025-10-30 VCIT VANGUARD SCOTTSDALE FDS157.3K shares11.67%2025-09-302025-10-30 MSFT MICROSOFT CORP24.8K shares-0.37%2025-09-302025-10-30 BSV VANGUARD BD INDEX FDS131.7K shares5.34%2025-09-302025-10-30 AMZN AMAZON COM INC42.1K shares-0.89%2025-09-302025-10-30 GOOGL ALPHABET INC36.2K shares-0.06%2025-09-302025-10-30 VYMI VANGUARD WHITEHALL FDS97.1K shares1.38%2025-09-302025-10-30 VIGI VANGUARD WHITEHALL FDS82.4K shares5.86%2025-09-302025-10-30 BND VANGUARD BD INDEX FDS90.6K shares5.79%2025-09-302025-10-30 VXF VANGUARD INDEX FDS29.4K shares-0.14%2025-09-302025-10-30 PG PROCTER AND GAMBLE CO35.8K shares-2.81%2025-09-302025-10-30 VMBS VANGUARD SCOTTSDALE FDS112.2K shares6.62%2025-09-302025-10-30 BIV VANGUARD BD INDEX FDS63.4K shares5.09%2025-09-302025-10-30 BLV VANGUARD BD INDEX FDS69.3K shares6.31%2025-09-302025-10-30 ABBV ABBVIE INC17.4K shares-0.62%2025-09-302025-10-30 XOM EXXON MOBIL CORP32.2K shares0.49%2025-09-302025-10-30 JNJ JOHNSON & JOHNSON19.0K shares-0.97%2025-09-302025-10-30 VGLT VANGUARD SCOTTSDALE FDS61.8K shares6.39%2025-09-302025-10-30 JPM JPMORGAN CHASE & CO.11.1K shares0.29%2025-09-302025-10-30 APLU ALLSPRING EXCHANGE TRADED FU129.5K shares81.62%2025-09-302025-10-30 VCRB VANGUARD MALVERN FDS41.6K shares154.53%2025-09-302025-10-30 CGMS CAPITAL GRP FIXED INCM ETF T105.3K shares106.05%2025-09-302025-10-30 MO ALTRIA GROUP INC43.6K shares-1.93%2025-09-302025-10-30 CGDG CAPITAL GROUP DIVIDEND GROWE79.5K shares33.38%2025-09-302025-10-30 VTI VANGUARD INDEX FDS8.1K shares-0.58%2025-09-302025-10-30 CGMU CAPITAL GRP FIXED INCM ETF T94.5K shares33.49%2025-09-302025-10-30 CGDV CAPITAL GROUP DIVIDEND VALUE60.0K shares50.49%2025-09-302025-10-30 AFL AFLAC INC22.3K shares0.00%2025-09-302025-10-30 NVDA NVIDIA CORPORATION12.6K shares-7.85%2025-09-302025-10-30 LLY ELI LILLY & CO2.9K shares-0.28%2025-09-302025-10-30 VWOB VANGUARD WHITEHALL FDS30.8K shares103.27%2025-09-302025-10-30 ADP AUTOMATIC DATA PROCESSING IN6.8K shares-3.27%2025-09-302025-10-30 CVX CHEVRON CORP NEW12.8K shares0.00%2025-09-302025-10-30 ABT ABBOTT LABS14.2K shares0.16%2025-09-302025-10-30 GOOG ALPHABET INC7.7K shares0.20%2025-09-302025-10-30 VGSH VANGUARD SCOTTSDALE FDS31.5K shares4.86%2025-09-302025-10-30 VPLS VANGUARD MALVERN FDS23.1K shares103.33%2025-09-302025-10-30 CGGR CAPITAL GROUP GROWTH ETF39.0K shares56.40%2025-09-302025-10-30 PM PHILIP MORRIS INTL INC10.5K shares-5.66%2025-09-302025-10-30 VTEI VANGUARD MUN BD FDS16.8K shares27.06%2025-09-302025-10-30 NSC NORFOLK SOUTHN CORP5.3K shares0.00%2025-09-302025-10-30 IBM INTERNATIONAL BUSINESS MACHS5.4K shares0.00%2025-09-302025-10-30 CGCP CAPITAL GRP FIXED INCM ETF T66.1K shares115.52%2025-09-302025-10-30 VCLT VANGUARD SCOTTSDALE FDS17.3K shares180.85%2025-09-302025-10-30 LHX L3HARRIS TECHNOLOGIES INC4.4K shares0.00%2025-09-302025-10-30 BLK BLACKROCK INC1.1K shares0.37%2025-09-302025-10-30 BDX BECTON DICKINSON & CO6.6K shares-1.66%2025-09-302025-10-30 AVGO BROADCOM INC3.6K shares-1.42%2025-09-302025-10-30 BRK.B BERKSHIRE HATHAWAY INC DEL2.3K shares2.63%2025-09-302025-10-30 PSX PHILLIPS 668.4K shares0.00%2025-09-302025-10-30 SBUX STARBUCKS CORP13.5K shares-4.97%2025-09-302025-10-30 FLBL FRANKLIN TEMPLETON ETF TR45.5K shares64.79%2025-09-302025-10-30 VCRM VANGUARD MUN BD FDS14.5K shares140.36%2025-09-302025-10-30 VTEB VANGUARD MUN BD FDS21.5K shares-32.49%2025-09-302025-10-30 KO COCA COLA CO16.1K shares0.00%2025-09-302025-10-30 CAT CATERPILLAR INC2.2K shares0.00%2025-09-302025-10-30 RSPT INVESCO EXCHANGE TRADED FD T21.9K shares0.00%2025-09-302025-10-30 T AT&T INC34.3K shares-0.61%2025-09-302025-10-30 MCD MCDONALDS CORP3.1K shares0.42%2025-09-302025-10-30 UNH UNITEDHEALTH GROUP INC2.6K shares-3.66%2025-09-302025-10-30 COST COSTCO WHSL CORP NEW972 shares0.21%2025-09-302025-10-30 DUK DUKE ENERGY CORP NEW7.1K shares-6.00%2025-09-302025-10-30 PEP PEPSICO INC6.2K shares0.00%2025-09-302025-10-30 RTX RTX CORPORATION5.1K shares0.84%2025-09-302025-10-30 C CITIGROUP INC8.1K shares0.10%2025-09-302025-10-30 WMT WALMART INC7.9K shares0.41%2025-09-302025-10-30 HALO HALOZYME THERAPEUTICS INC10.7K shares0.00%2025-09-302025-10-30 QCOM QUALCOMM INC4.6K shares0.00%2025-09-302025-10-30 V VISA INC2.2K shares0.74%2025-09-302025-10-30 AMT AMERICAN TOWER CORP NEW3.8K shares0.00%2025-09-302025-10-30 VZ VERIZON COMMUNICATIONS INC16.3K shares-0.66%2025-09-302025-10-30 ORCL ORACLE CORP2.5K shares-23.99%2025-09-302025-10-30 VBR VANGUARD INDEX FDS3.4K shares0.00%2025-09-302025-10-30 CGSM CAPITAL GRP FIXED INCM ETF T26.6K shares44.04%2025-09-302025-10-30 VOO VANGUARD INDEX FDS1.1K shares13.11%2025-09-302025-10-30 AMGN AMGEN INC2.5K shares0.00%2025-09-302025-10-30 O REALTY INCOME CORP11.2K shares6.02%2025-09-302025-10-30 EMR EMERSON ELEC CO5.2K shares0.00%2025-09-302025-10-30 BX BLACKSTONE INC3.9K shares-10.72%2025-09-302025-10-30 TFC TRUIST FINL CORP14.5K shares4.70%2025-09-302025-10-30 GE GE AEROSPACE2.2K shares-1.17%2025-09-302025-10-30 NEE NEXTERA ENERGY INC8.4K shares-1.11%2025-09-302025-10-30 VXUS VANGUARD STAR FDS8.5K shares-1.98%2025-09-302025-10-30 CSCO CISCO SYS INC9.0K shares-0.49%2025-09-302025-10-30 MMM 3M CO3.9K shares0.00%2025-09-302025-10-30 D DOMINION ENERGY INC9.6K shares-4.29%2025-09-302025-10-30 CGSD CAPITAL GRP FIXED INCM ETF T21.7K sharesnew addition2025-09-302025-10-30 CGHM CAPITAL GRP FIXED INCM ETF T22.1K shares78.62%2025-09-302025-10-30 ETN EATON CORP PLC1.3K shares1.15%2025-09-302025-10-30 IDXX IDEXX LABS INC700 shares0.00%2025-09-302025-10-30 AMD ADVANCED MICRO DEVICES INC2.8K shares0.95%2025-09-302025-10-30 APD AIR PRODS & CHEMS INC1.6K shares-11.03%2025-09-302025-10-30 AEP AMERICAN ELEC PWR CO INC3.9K shares-8.85%2025-09-302025-10-30 SO SOUTHERN CO4.5K shares0.00%2025-09-302025-10-30 HRL HORMEL FOODS CORP17.0K shares0.00%2025-09-302025-10-30 NOC NORTHROP GRUMMAN CORP677 shares0.00%2025-09-302025-10-30 RPM RPM INTL INC3.4K shares0.00%2025-09-302025-10-30 WFC WELLS FARGO CO NEW4.8K shares0.00%2025-09-302025-10-30 GS GOLDMAN SACHS GROUP INC500 shares0.00%2025-09-302025-10-30 TRI THOMSON REUTERS CORP2.5K shares0.00%2025-09-302025-10-30 BWXT BWX TECHNOLOGIES INC2.1K shares-11.91%2025-09-302025-10-30 VFH VANGUARD WORLD FD2.9K shares0.00%2025-09-302025-10-30 UNP UNION PAC CORP1.6K shares0.97%2025-09-302025-10-30 LOW LOWES COS INC1.4K shares0.00%2025-09-302025-10-30 AJG GALLAGHER ARTHUR J & CO1.2K shares0.00%2025-09-302025-10-30 HON HONEYWELL INTL INC1.6K shares0.00%2025-09-302025-10-30 IVV ISHARES TR510 shares0.00%2025-09-302025-10-30 VBIL VANGUARD INSTL INDEX FD4.5K sharesnew addition2025-09-302025-10-30 GEV GE VERNOVA INC553 shares-1.07%2025-09-302025-10-30 JMUB J P MORGAN EXCHANGE TRADED F6.4K shares-0.45%2025-09-302025-10-30 BAC BANK AMERICA CORP6.2K shares-6.64%2025-09-302025-10-30 DIS DISNEY WALT CO2.8K shares-2.99%2025-09-302025-10-30 GIS GENERAL MLS INC6.3K shares0.00%2025-09-302025-10-30 CVS CVS HEALTH CORP4.1K shares-6.14%2025-09-302025-10-30 AYI ACUITY INC855 shares0.00%2025-09-302025-10-30 YLD PRINCIPAL EXCHANGE TRADED FD15.0K shares0.00%2025-09-302025-10-30 DE DEERE & CO627 shares0.00%2025-09-302025-10-30 CSX CSX CORP8.0K shares-15.17%2025-09-302025-10-30 MRK MERCK & CO INC3.1K shares-9.77%2025-09-302025-10-30 SYY SYSCO CORP3.1K shares0.00%2025-09-302025-10-30 CCI CROWN CASTLE INC2.6K shares0.00%2025-09-302025-10-30 PAYX PAYCHEX INC1.8K shares0.00%2025-09-302025-10-30 TGT TARGET CORP2.5K shares-0.51%2025-09-302025-10-30 KMB KIMBERLY-CLARK CORP1.8K shares0.00%2025-09-302025-10-30 VHT VANGUARD WORLD FD863 shares0.00%2025-09-302025-10-30 DOV DOVER CORP1.3K shares-7.14%2025-09-302025-10-30 ADBE ADOBE INC607 shares-32.56%2025-09-302025-10-30 HD HOME DEPOT INC528 sharesnew addition2025-09-302025-10-30 LIN LINDE PLC449 shares0.00%2025-09-302025-10-30 IEMG ISHARES INC3.2K sharesnew addition2025-09-302025-10-30 KMI KINDER MORGAN INC DEL7.5K shares-17.22%2025-09-302025-10-30 DVY ISHARES TR1.5K shares0.00%2025-09-302025-10-30 PFE PFIZER INC8.2K shares0.25%2025-09-302025-10-30 AWR AMER STATES WTR CO2.8K shares0.00%2025-09-302025-10-30 CRM SALESFORCE INC862 shares-10.40%2025-09-302025-10-30 VDE VANGUARD WORLD FD1.6K sharesnew addition2025-09-302025-10-30 HOFT HOOKER FURNISHINGS CORPORATI10.3K shares0.00%2025-09-302025-10-30 HBI HANESBRANDS INC13.0K shares0.00%2025-09-302025-10-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available