$300 Million is the total value of OAK HILL WEALTH ADVISORS, LLC's 130 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HAL | New | HALLIBURTON CO | $242,967 | – | 5,999 | +100.0% | 0.08% | – |
| COP | New | CONOCOPHILLIPS | $213,244 | – | 1,780 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 4 | Q3 2023 | 16.6% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 12.0% |
| VANGUARD SPECIALIZED FUNDS | 4 | Q3 2023 | 10.8% |
| VANGUARD WHITEHALL FDS | 4 | Q3 2023 | 6.6% |
| APPLE INC | 4 | Q3 2023 | 3.9% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 3.5% |
| MICROSOFT CORP | 4 | Q3 2023 | 3.2% |
| VANGUARD WHITEHALL FDS | 4 | Q3 2023 | 2.3% |
| PROCTER AND GAMBLE CO | 4 | Q3 2023 | 2.0% |
| VANGUARD WHITEHALL FDS | 4 | Q3 2023 | 1.9% |
View OAK HILL WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-25 |
| 13F-HR/A | 2024-04-02 |
| 13F-HR/A | 2024-04-02 |
| 13F-HR/A | 2024-04-02 |
| 13F-HR/A | 2024-04-02 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-14 |
View OAK HILL WEALTH ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.