Oak-Hill-Wealth-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-23
Total Holdings
138
Total Value
431122439
Accession Number
0001085146-25-002288
Form Type
13F-HR
Manager Name
Oak-Hill-Wealth-Advisors
Data Enrichment
88% identified
121 identified17 unidentified

Holdings

138 positions • $431.1M total value
Manager:
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Salesforce, Inc.
Shares:962
Value:$258.2K
% of Portfolio:0.1% ($258.2K/$431.1M)
KIMBERLY CLARK CORP
Shares:1.8K
Value:$257.7K
% of Portfolio:0.1% ($257.7K/$431.1M)
KINDER MORGAN, INC.
Shares:9.0K
Value:$256.8K
% of Portfolio:0.1% ($256.8K/$431.1M)
DOVER Corp
Shares:1.4K
Value:$246.0K
% of Portfolio:0.1% ($246.0K/$431.1M)
HOME DEPOT, INC.
Shares:656
Value:$240.4K
% of Portfolio:0.1% ($240.4K/$431.1M)
01989A209
Shares:9.3K
Value:$230.5K
% of Portfolio:0.1% ($230.5K/$431.1M)
CSX CORP
Shares:7.8K
Value:$230.4K
% of Portfolio:0.1% ($230.4K/$431.1M)
SYSCO CORP
Shares:3.1K
Value:$230.2K
% of Portfolio:0.1% ($230.2K/$431.1M)
92204A504
Shares:863
Value:$228.5K
% of Portfolio:0.1% ($228.5K/$431.1M)
ACUITY BRANDS INC
Shares:855
Value:$225.2K
% of Portfolio:0.1% ($225.2K/$431.1M)
AMERICAN STATES WATER CO
Shares:2.8K
Value:$220.3K
% of Portfolio:0.1% ($220.3K/$431.1M)
PFIZER INC
Shares:8.7K
Value:$219.3K
% of Portfolio:0.1% ($219.3K/$431.1M)
UNITED PARCEL SERVICE INC
Shares:1.9K
Value:$210.3K
% of Portfolio:0.0% ($210.3K/$431.1M)
46641Q837
Shares:4.1K
Value:$209.6K
% of Portfolio:0.0% ($209.6K/$431.1M)
LINDE PLC
Shares:449
Value:$209.1K
% of Portfolio:0.0% ($209.1K/$431.1M)
92204A306
Shares:1.6K
Value:$207.5K
% of Portfolio:0.0% ($207.5K/$431.1M)
HOOKER FURNISHINGS Corp
Shares:10.3K
Value:$103.7K
% of Portfolio:0.0% ($103.7K/$431.1M)
Hanesbrands Inc.
Shares:13.0K
Value:$75.0K
% of Portfolio:0.0% ($75.0K/$431.1M)