Oak Hill Wealth Advisors

Oak Hill Wealth Advisors as of March 31, 2024

Portfolio Holdings for Oak Hill Wealth Advisors

Oak Hill Wealth Advisors holds 107 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Large Cap Etf Put Option (VV) 19.7 $62M 258k 239.76
Vanguard Index Fds Mid Cap Etf Put Option (VO) 14.2 $44M 178k 249.86
Vanguard Specialized Funds Div App Etf Put Option (VIG) 11.5 $36M 197k 182.61
Vanguard Whitehall Fds High Div Yld Put Option (VYM) 7.2 $23M 186k 120.99
Vanguard Index Fds Small Cp Etf Put Option (VB) 4.2 $13M 58k 228.59
Apple Put Option (AAPL) 3.2 $10M 59k 171.48
Microsoft Corporation Put Option (MSFT) 3.2 $9.9M 24k 420.88
Amazon Put Option (AMZN) 2.6 $8.2M 46k 180.42
Vanguard Whitehall Fds Intl Dvd Etf Put Option (VIGI) 2.5 $7.7M 95k 81.53
Vanguard Whitehall Fds Intl High Etf Put Option (VYMI) 2.0 $6.4M 93k 68.80
Vanguard Intl Equity Index F Ftse Emr Mkt Etf Put Option (VWO) 1.8 $5.7M 137k 41.78
Alphabet Cap Stk Cl A Put Option (GOOGL) 1.8 $5.7M 38k 151.17
Procter & Gamble Company Put Option (PG) 1.8 $5.6M 34k 162.25
Vanguard Index Fds Extend Mkt Etf Put Option (VXF) 1.7 $5.2M 30k 175.27
Abbvie Put Option (ABBV) 1.0 $3.1M 17k 182.10
Johnson & Johnson Put Option (JNJ) 0.9 $2.8M 18k 158.19
Exxon Mobil Corporation Put Option (XOM) 0.9 $2.8M 24k 116.24
JPMorgan Chase & Co. Put Option (JPM) 0.7 $2.3M 12k 200.29
Eli Lilly & Co. Put Option (LLY) 0.7 $2.0M 2.6k 777.92
AFLAC Incorporated Put Option (AFL) 0.6 $2.0M 23k 85.86
Vanguard Index Fds Total Stk Mkt Put Option (VTI) 0.6 $1.8M 7.1k 259.91
Automatic Data Processing Put Option (ADP) 0.6 $1.8M 7.3k 249.75
Vanguard Mun Bd Fds Tax Exempt Bd Put Option (VTEB) 0.6 $1.8M 35k 50.60
Abbott Laboratories Put Option (ABT) 0.5 $1.7M 15k 113.66
Chevron Corporation Put Option (CVX) 0.5 $1.6M 10k 157.95
Becton, Dickinson and Put Option (BDX) 0.5 $1.6M 6.5k 247.43
Vanguard Tax-managed Fds Van Ftse Dev Mkt Put Option (VEA) 0.5 $1.6M 31k 50.17
NVIDIA Corporation Put Option (NVDA) 0.5 $1.5M 1.6k 903.65
Altria Put Option (MO) 0.4 $1.4M 32k 43.62
Starbucks Corporation Put Option (SBUX) 0.4 $1.4M 15k 91.39
UnitedHealth Put Option (UNH) 0.4 $1.3M 2.7k 494.74
Alphabet Cap Stk Cl C Put Option (GOOG) 0.4 $1.3M 8.2k 153.02
Phillips 66 Put Option (PSX) 0.4 $1.2M 7.6k 163.33
Vanguard Index Fds Value Etf Put Option (VTV) 0.4 $1.2M 7.1k 162.86
Norfolk Southern Put Option (NSC) 0.4 $1.1M 4.4k 254.86
L3harris Technologies Put Option (LHX) 0.4 $1.1M 5.2k 213.09
Vanguard Scottsdale Fds Int-term Corp Put Option (VCIT) 0.3 $1.1M 13k 80.51
Berkshire Hathaway Inc Del Cl B New Put Option (BRK.B) 0.3 $1.0M 2.4k 420.52
Vanguard Index Fds Growth Etf Put Option (VUG) 0.3 $983k 2.9k 344.20
Pepsi Put Option (PEP) 0.3 $880k 5.0k 175.00
BlackRock Put Option (BLK) 0.3 $827k 992.00 833.71
Coca-Cola Company Put Option (KO) 0.3 $824k 14k 61.18
Realty Income Put Option (O) 0.2 $784k 15k 54.10
Amgen Put Option (AMGN) 0.2 $757k 2.7k 284.28
Vanguard Index Fds Sm Cp Val Etf Put Option (VBR) 0.2 $729k 3.8k 191.88
McDonald's Corporation Put Option (MCD) 0.2 $697k 2.5k 281.98
Caterpillar Put Option (CAT) 0.2 $696k 1.9k 366.52
Costco Wholesale Corporation Put Option (COST) 0.2 $684k 934.00 732.72
Philip Morris International Put Option (PM) 0.2 $682k 7.4k 91.62
Verizon Communications Put Option (VZ) 0.2 $676k 16k 41.96
Emerson Electric Put Option (EMR) 0.2 $675k 6.0k 113.42
Invesco Exchange Traded Fd T S&p500 Eql Tec Put Option (RSPT) 0.2 $609k 17k 35.19
Hormel Foods Corporation Put Option (HRL) 0.2 $593k 17k 34.89
At&t Put Option (T) 0.2 $590k 34k 17.60
Cisco Systems Put Option (CSCO) 0.2 $552k 11k 49.91
Air Products & Chemicals Put Option (APD) 0.2 $549k 2.3k 242.27
Dominion Resources Put Option (D) 0.2 $535k 11k 49.19
International Business Machines Put Option (IBM) 0.2 $515k 2.7k 190.94
Target Corporation Put Option (TGT) 0.2 $503k 2.8k 177.21
Citigroup Com New Put Option (C) 0.2 $499k 7.9k 63.24
Adobe Systems Incorporated Put Option (ADBE) 0.2 $496k 983.00 504.60
Raytheon Technologies Corp Put Option (RTX) 0.2 $495k 5.1k 97.53
Qualcomm Put Option (QCOM) 0.2 $495k 2.9k 169.31
Vanguard World Financials Etf Put Option (VFH) 0.2 $487k 4.8k 102.39
Broadcom Put Option (AVGO) 0.1 $465k 351.00 1325.41
Halozyme Therapeutics Put Option (HALO) 0.1 $460k 11k 40.68
Blackstone Group Inc Com Cl A Put Option (BX) 0.1 $457k 3.5k 131.37
CVS Caremark Corporation Put Option (CVS) 0.1 $435k 5.5k 79.76
J P Morgan Exchange Traded F Ultra Shrt Inc Put Option (JPST) 0.1 $434k 8.6k 50.45
Vanguard Index Fds S&p 500 Etf Shs Put Option (VOO) 0.1 $432k 899.00 480.70
Lowe's Companies Put Option (LOW) 0.1 $432k 1.7k 254.73
Nextera Energy Put Option (NEE) 0.1 $430k 6.7k 63.91
General Mills Put Option (GIS) 0.1 $428k 6.1k 69.97
Pfizer Put Option (PFE) 0.1 $419k 15k 27.75
3M Company Put Option (MMM) 0.1 $415k 3.9k 106.06
Eaton Corp SHS Put Option (ETN) 0.1 $407k 1.3k 312.68
Vanguard Star Fds Vg Tl Intl Stk F Put Option (VXUS) 0.1 $401k 6.6k 60.30
CSX Corporation Put Option (CSX) 0.1 $355k 9.6k 37.07
Intel Corporation Put Option (INTC) 0.1 $339k 7.7k 44.17
Wal-Mart Stores Put Option (WMT) 0.1 $332k 5.5k 60.17
Walt Disney Company Put Option (DIS) 0.1 $316k 2.6k 122.38
RPM International Put Option (RPM) 0.1 $309k 2.6k 118.95
General Electric Com New Put Option (GE) 0.1 $307k 1.7k 175.50
Honeywell International Put Option (HON) 0.1 $299k 1.5k 205.22
Advanced Micro Devices Put Option (AMD) 0.1 $297k 1.6k 180.49
salesforce Put Option (CRM) 0.1 $293k 972.00 301.18
Home Depot Put Option (HD) 0.1 $290k 757.00 383.67
Arthur J. Gallagher & Co. Put Option (AJG) 0.1 $290k 1.2k 250.10
Ishares Tr Core S&p500 Etf Put Option (IVV) 0.1 $277k 526.00 525.73
American Tower Reit Put Option (AMT) 0.1 $276k 1.4k 197.54
Thomson Reuters Corp. Put Option (TRI) 0.1 $275k 1.8k 155.83
Southern Company Put Option (SO) 0.1 $271k 3.8k 71.74
T. Rowe Price Put Option (TROW) 0.1 $268k 2.2k 121.92
Dover Corporation Put Option (DOV) 0.1 $266k 1.5k 177.19
Merck & Co Put Option (MRK) 0.1 $265k 2.0k 131.95
Bank of America Corporation Put Option (BAC) 0.1 $255k 6.7k 37.92
Vanguard World Health Car Etf Put Option (VHT) 0.1 $249k 919.00 270.52
American Electric Power Company Put Option (AEP) 0.1 $247k 2.9k 86.10
American States Water Company Put Option (AWR) 0.1 $246k 3.4k 72.24
SYSCO Corporation Put Option (SYY) 0.1 $242k 3.0k 81.19
Duke Energy Corp Com New Put Option (DUK) 0.1 $226k 2.3k 96.69
Microchip Technology Put Option (MCHP) 0.1 $219k 2.4k 89.71
Goldman Sachs Put Option (GS) 0.1 $209k 500.00 417.69
Ishares Core Msci Emkt Put Option (IEMG) 0.1 $201k 3.9k 51.60
Kinder Morgan Put Option (KMI) 0.1 $186k 10k 18.34
Elme Communities Sh Ben Int Put Option (ELME) 0.0 $150k 11k 13.92
Hanesbrands Put Option (HBI) 0.0 $75k 13k 5.80