OAK Hill Wealth Advisors is based out of Lansdowne. OAK Hill Wealth Advisors is a large advisory firm with 363 clients and discretionary assets under management (AUM) of $403,574,640 (Form ADV from 2023-07-11). Their last reported 13F filing for Q4 2023 included $290,515,186 in managed 13F securities
and a top 10 holdings concentration of 69.4%. OAK Hill Wealth Advisors's largest holding is VANGUARD LARGE-CAP INDEX FUND-ETF Shares with shares held of 254,116. Whalewisdom has at least 5 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
VB VANGUARD SMALL-CAP I | 0.65% |
VTI VANGUARD TOTAL STOCK | 0.1% |
CRM Salesforce.com Inc. | 0.09% |
VTEB VANGUARD TAX-EXEMPT | 0.08% |
AMD Advanced Micro Devic | 0.08% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
AWK American Water Works | 0.86% |
JPST JPMorgan Ultra-Short | 0.66% |
XOM ExxonMobil Corp. (St | 0.65% |
BX Blackstone Group Inc | 0.41% |
PSX Phillips 66 | 0.38% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
VV VANGUARD LARGE-CAP I | 19.08% |
VO VANGUARD MID-CAP IND | 13.78% |
VIG Vanguard Dividend Ap | 11.44% |
VYM VANGUARD HIGH DIVIDE | 6.95% |
VB VANGUARD SMALL-CAP I | 4.17% |
2023-12-31
13F Activity
Market Value | $291m, Prior: $300m |
New Purchases | 3 stocks |
Added To | 13 stocks |
Sold out of | 26 stocks |
Reduced holdings in | 73 stocks |
Top 10 Holdings % | 69.4% |
Turnover %[1] | 27.1% |
Turnover Alt %[2] | 0.44% |
Time Held Top 20 | 3.4 quarters |
Time Held Top 10 | 3.5 quarters |
Time Held All | 3.92 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31