Latest OAK HILL WEALTH ADVISORS, LLC Stock Portfolio
OAK HILL WEALTH ADVISORS, LLC Performance:
2024 Q2: -7.91%YTD: -4.35%
Performance for 2024 Q2 is -7.91%, and YTD is -4.35%.
About OAK HILL WEALTH ADVISORS, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, OAK HILL WEALTH ADVISORS, LLC reported an equity portfolio of $405.9 Billions as of 30 Sep, 2024.
The top stock holdings of OAK HILL WEALTH ADVISORS, LLC are GOOG, INTC, MCHP. The fund has invested 0% of it's portfolio in ALPHABET INC and 0% of portfolio in INTEL CORP.
The fund managers got completely rid off VANGUARD INDEX FDS (VB), VANGUARD WHITEHALL FDS (VIGI) and ALPHABET INC (GOOG) stocks.
The top stock holdings of OAK HILL WEALTH ADVISORS, LLC are GOOG, INTC, MCHP. The fund has invested 0% of it's portfolio in ALPHABET INC and 0% of portfolio in INTEL CORP.
The fund managers got completely rid off VANGUARD INDEX FDS (VB), VANGUARD WHITEHALL FDS (VIGI) and ALPHABET INC (GOOG) stocks.
OAK HILL WEALTH ADVISORS, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that OAK HILL WEALTH ADVISORS, LLC made a return of -7.91% in the last quarter. In trailing 12 months, it's portfolio return was NA%.
New Buys
Additions
Reductions
Sold off
| Ticker | $ Sold |
|---|---|
| vanguard whitehall fds | -21,620,200 |
| vanguard index fds | -40,110,500 |
| vanguard whitehall fds | -7,960,610 |
| vanguard index fds | -13,245,600 |
| alphabet inc | -6,844,100 |
| vanguard index fds | -5,685,570 |
| vanguard scottsdale fds | -2,679,030 |
| vanguard index fds | -5,000,240 |
OAK HILL WEALTH ADVISORS, LLC got rid off the above stocks
Sector Distribution
OAK HILL WEALTH ADVISORS, LLC has about 69.6% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 69.6 |
| Technology | 8.7 |
| Healthcare | 4.4 |
| Consumer Defensive | 3.9 |
| Consumer Cyclical | 3.4 |
| Communication Services | 3 |
| Financial Services | 2.2 |
| Industrials | 2.1 |
| Energy | 1.6 |
Market Cap. Distribution
OAK HILL WEALTH ADVISORS, LLC has about 30.2% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 69.6 |
| MEGA-CAP | 21 |
| LARGE-CAP | 9.2 |
Stocks belong to which Index?
About 30.1% of the stocks held by OAK HILL WEALTH ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 69.6 |
| S&P 500 | 30.1 |
OAK HILL WEALTH ADVISORS, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of OAK HILL WEALTH ADVISORS, LLC
OAK HILL WEALTH ADVISORS, LLC has 114 stocks in it's portfolio. About 65.9% of the portfolio is in top 10 stocks. NVDA proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for OAK HILL WEALTH ADVISORS, LLC last quarter.
Last Reported on: 10 Oct, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| BIV | vanguard bd index fds | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BIV | vanguard bd index fds | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BIV | vanguard bd index fds | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BNDW | vanguard scottsdale fds | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BNDW | vanguard scottsdale fds | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BNDW | vanguard scottsdale fds | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| GOOG | alphabet inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| INTC | intel corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| MCHP | microchip technology inc. | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| SYY | sysco corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| TROW | price t rowe group inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| VAW | vanguard world fd | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| VB | vanguard index fds | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| VB | vanguard index fds | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| VB | vanguard index fds | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| VB | vanguard index fds | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| VB | vanguard index fds | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| VB | vanguard index fds | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| VB | vanguard index fds | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| VB | vanguard index fds | 0.00 | 0.00 | 0.00 | sold off | -100 | ||