SS&H Financial Advisors
Latest statistics and disclosures from SS&H Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JPM, NVDA, MSFT, AAPL, ABBV, and represent 32.08% of SS&H Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: MRK, ORCL, AMGN, AMD, BMY, PFE, AMZN, CAT, CRWV, PFF.
- Started 2 new stock positions in DOV, RH.
- Reduced shares in these 10 stocks: NVDA, NKE, MSFT, GLTR, GEV, IVV, VZ, LRCX, ZTS, MA.
- Sold out of its positions in GLTR, GEV.
- SS&H Financial Advisors was a net buyer of stock by $6.0M.
- SS&H Financial Advisors has $343M in assets under management (AUM), dropping by 4.16%.
- Central Index Key (CIK): 0001911735
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Portfolio Holdings for SS&H Financial Advisors
SS&H Financial Advisors holds 125 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| JPMorgan Chase & Co. (JPM) | 9.9 | $34M | 105k | 322.22 |
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| NVIDIA Corporation (NVDA) | 7.3 | $25M | -2% | 133k | 186.50 |
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| Microsoft Corporation (MSFT) | 5.9 | $20M | 42k | 483.62 |
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| Apple (AAPL) | 5.8 | $20M | 73k | 271.86 |
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| Abbvie (ABBV) | 3.2 | $11M | 49k | 228.48 |
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| Amazon (AMZN) | 2.8 | $9.5M | +7% | 41k | 230.82 |
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| Oracle Corporation (ORCL) | 2.7 | $9.3M | +10% | 48k | 194.90 |
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| Procter & Gamble Company (PG) | 2.6 | $9.0M | 63k | 143.31 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.5 | $8.7M | 28k | 313.81 |
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| International Business Machines (IBM) | 2.2 | $7.4M | 25k | 296.23 |
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| Merck & Co (MRK) | 2.0 | $6.9M | +22% | 65k | 105.26 |
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| Exxon Mobil Corporation (XOM) | 1.9 | $6.6M | 55k | 120.34 |
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| S&p Global (SPGI) | 1.8 | $6.2M | 12k | 522.59 |
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| Amgen (AMGN) | 1.7 | $5.9M | +17% | 18k | 327.33 |
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| Micron Technology (MU) | 1.7 | $5.9M | 21k | 285.42 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.6 | $5.6M | 14k | 396.33 |
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| Corning Incorporated (GLW) | 1.6 | $5.5M | 63k | 87.56 |
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| Cisco Systems (CSCO) | 1.5 | $5.1M | 67k | 77.03 |
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| Sherwin-Williams Company (SHW) | 1.4 | $4.9M | 15k | 324.02 |
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| Ge Aerospace Com New (GE) | 1.3 | $4.6M | 15k | 308.04 |
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| Lam Research Corp Com New (LRCX) | 1.2 | $4.3M | -2% | 25k | 171.17 |
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| Bristol Myers Squibb (BMY) | 1.1 | $3.7M | +24% | 69k | 53.94 |
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| Bank of America Corporation (BAC) | 1.1 | $3.7M | 68k | 55.00 |
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| Union Pacific Corporation (UNP) | 1.1 | $3.6M | 16k | 231.35 |
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| Pepsi (PEP) | 1.1 | $3.6M | 25k | 143.53 |
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| Johnson & Johnson (JNJ) | 1.0 | $3.5M | 17k | 206.95 |
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| Abbott Laboratories (ABT) | 1.0 | $3.4M | 27k | 125.29 |
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| At&t (T) | 1.0 | $3.4M | 135k | 24.84 |
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| Visa Com Cl A (V) | 0.9 | $3.2M | 9.2k | 350.75 |
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| Pfizer (PFE) | 0.8 | $2.8M | +33% | 113k | 24.90 |
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| McKesson Corporation (MCK) | 0.8 | $2.8M | 3.4k | 820.29 |
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| Colgate-Palmolive Company (CL) | 0.8 | $2.8M | 35k | 79.03 |
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| Coca-Cola Company (KO) | 0.8 | $2.8M | 40k | 69.90 |
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| Huntington Ingalls Inds (HII) | 0.8 | $2.8M | 8.1k | 340.02 |
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| Costco Wholesale Corporation (COST) | 0.8 | $2.7M | 3.2k | 862.12 |
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| Caterpillar (CAT) | 0.8 | $2.6M | +28% | 4.5k | 572.82 |
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| AFLAC Incorporated (AFL) | 0.7 | $2.5M | 23k | 110.28 |
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| Verizon Communications (VZ) | 0.7 | $2.4M | -4% | 60k | 40.73 |
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| Tractor Supply Company (TSCO) | 0.7 | $2.4M | 48k | 50.01 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $2.4M | 8.9k | 268.26 |
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| Eli Lilly & Co. (LLY) | 0.6 | $2.2M | 2.0k | 1074.73 |
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| Boeing Company (BA) | 0.6 | $2.1M | +15% | 9.7k | 217.14 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.6 | $2.1M | 9.7k | 214.68 |
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| SLB Com Stk (SLB) | 0.6 | $2.0M | 52k | 38.37 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $2.0M | -2% | 6.3k | 313.08 |
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| Emerson Electric (EMR) | 0.6 | $1.9M | 14k | 132.71 |
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| Deere & Company (DE) | 0.5 | $1.9M | 4.0k | 465.69 |
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| Nextera Energy (NEE) | 0.5 | $1.8M | 23k | 80.29 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $1.8M | -4% | 3.2k | 570.85 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $1.8M | 2.7k | 681.85 |
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| Fluor Corporation (FLR) | 0.5 | $1.8M | -2% | 45k | 39.62 |
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| Medtronic SHS (MDT) | 0.5 | $1.7M | +9% | 18k | 96.08 |
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| Advanced Micro Devices (AMD) | 0.5 | $1.6M | +112% | 7.6k | 214.17 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.5 | $1.6M | +34% | 51k | 30.96 |
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| Norfolk Southern (NSC) | 0.5 | $1.6M | 5.5k | 288.73 |
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| Chevron Corporation (CVX) | 0.4 | $1.5M | +7% | 10k | 152.39 |
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| Illinois Tool Works (ITW) | 0.4 | $1.5M | 6.2k | 246.34 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $1.4M | 7.7k | 183.37 |
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| American Electric Power Company (AEP) | 0.4 | $1.4M | 12k | 115.31 |
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| American Water Works (AWK) | 0.4 | $1.3M | 10k | 130.54 |
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| Marriott Intl Cl A (MAR) | 0.4 | $1.2M | 3.9k | 310.26 |
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| Wal-Mart Stores (WMT) | 0.3 | $1.2M | +3% | 11k | 111.38 |
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| Meta Platforms Cl A (META) | 0.3 | $1.2M | +9% | 1.8k | 660.36 |
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| Main Street Capital Corporation (MAIN) | 0.3 | $1.2M | 19k | 60.37 |
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| Northrop Grumman Corporation (NOC) | 0.3 | $1.1M | 2.0k | 570.07 |
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| ConocoPhillips (COP) | 0.3 | $1.0M | 11k | 93.65 |
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| Atmos Energy Corporation (ATO) | 0.3 | $933k | 5.6k | 167.66 |
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| Honeywell International (HON) | 0.3 | $917k | 4.7k | 195.02 |
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| TJX Companies (TJX) | 0.3 | $915k | 6.0k | 153.65 |
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| FedEx Corporation (FDX) | 0.2 | $830k | 2.9k | 288.70 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $789k | 4.9k | 162.68 |
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| Comerica Incorporated | 0.2 | $747k | 8.6k | 86.91 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $729k | 8.5k | 85.76 |
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| Viatris (VTRS) | 0.2 | $709k | 57k | 12.46 |
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| Dt Midstream Common Stock (DTM) | 0.2 | $706k | 5.9k | 119.66 |
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| General Dynamics Corporation (GD) | 0.2 | $688k | 2.0k | 336.43 |
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| General Mills (GIS) | 0.2 | $679k | 15k | 46.48 |
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| Darden Restaurants (DRI) | 0.2 | $662k | -6% | 3.6k | 183.89 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $656k | 6.5k | 100.92 |
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| Coreweave Com Cl A (CRWV) | 0.2 | $648k | +352% | 9.1k | 71.60 |
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| Ishares Silver Tr Ishares (SLV) | 0.2 | $648k | 10k | 64.38 |
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| Tesla Motors (TSLA) | 0.2 | $639k | 1.4k | 450.00 |
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| Automatic Data Processing (ADP) | 0.2 | $635k | 2.5k | 257.08 |
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| McDonald's Corporation (MCD) | 0.2 | $608k | 2.0k | 305.53 |
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| DTE Energy Company (DTE) | 0.2 | $593k | 4.6k | 128.91 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $589k | 5.9k | 99.85 |
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| Intuit (INTU) | 0.2 | $566k | -9% | 855.00 | 661.99 |
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| Amphenol Corp Cl A (APH) | 0.2 | $541k | 4.0k | 135.25 |
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| Amplify Etf Tr Amplify Cybersec (HACK) | 0.2 | $522k | +6% | 6.5k | 80.31 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.1 | $507k | 7.2k | 70.42 |
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| Cigna Corp (CI) | 0.1 | $504k | 1.8k | 275.11 |
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| Dominion Resources (D) | 0.1 | $498k | 8.5k | 58.64 |
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| Stryker Corporation (SYK) | 0.1 | $492k | 1.4k | 351.43 |
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| Us Bancorp Del Com New (USB) | 0.1 | $489k | 9.2k | 53.38 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $484k | 1.0k | 484.00 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $478k | 6.5k | 73.66 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $473k | +100% | 3.3k | 144.12 |
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| Cirrus Logic (CRUS) | 0.1 | $438k | 3.7k | 118.38 |
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| Eaton Corp SHS (ETN) | 0.1 | $426k | 1.3k | 318.62 |
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| Essential Utils (WTRG) | 0.1 | $425k | 11k | 38.38 |
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| Zoetis Cl A (ZTS) | 0.1 | $415k | -19% | 3.3k | 125.76 |
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| Masco Corporation (MAS) | 0.1 | $389k | 6.1k | 63.51 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $378k | 4.6k | 82.01 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $373k | 2.3k | 160.78 |
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| Lumen Technologies (LUMN) | 0.1 | $365k | -17% | 47k | 7.78 |
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| Rh (RH) | 0.1 | $358k | NEW | 2.0k | 179.00 |
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| Goldman Sachs (GS) | 0.1 | $352k | 400.00 | 880.00 |
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| Home Depot (HD) | 0.1 | $342k | 995.00 | 343.72 |
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| Intel Corporation (INTC) | 0.1 | $330k | 9.0k | 36.85 |
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| Lauder Estee Cos Cl A (EL) | 0.1 | $317k | 3.0k | 104.62 |
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| Realty Income (O) | 0.1 | $307k | -5% | 5.4k | 56.34 |
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| Global Payments (GPN) | 0.1 | $294k | -7% | 3.8k | 77.47 |
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| Broadcom (AVGO) | 0.1 | $284k | 820.00 | 346.34 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $279k | +100% | 2.3k | 119.54 |
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| Nike CL B (NKE) | 0.1 | $269k | -58% | 4.2k | 63.77 |
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| Clorox Company (CLX) | 0.1 | $262k | 2.6k | 100.77 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $245k | 488.00 | 502.05 |
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| Smucker J M Com New (SJM) | 0.1 | $240k | 2.5k | 97.96 |
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| BP Sponsored Adr (BP) | 0.1 | $225k | -7% | 6.5k | 34.72 |
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| Air Products & Chemicals (APD) | 0.1 | $224k | 907.00 | 246.97 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $216k | -36% | 316.00 | 683.54 |
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| Dover Corporation (DOV) | 0.1 | $215k | NEW | 1.1k | 195.45 |
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| Netflix (NFLX) | 0.1 | $211k | +900% | 2.3k | 93.78 |
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| Altria (MO) | 0.1 | $205k | 3.6k | 57.75 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $202k | 576.00 | 350.69 |
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Past Filings by SS&H Financial Advisors
SEC 13F filings are viewable for SS&H Financial Advisors going back to 2022
- SS&H Financial Advisors 2025 Q4 filed Jan. 20, 2026
- SS&H Financial Advisors 2025 Q3 filed Oct. 17, 2025
- SS&H Financial Advisors 2025 Q2 filed Aug. 5, 2025
- SS&H Financial Advisors 2025 Q1 filed April 10, 2025
- SS&H Financial Advisors 2024 Q4 filed Jan. 14, 2025
- SS&H Financial Advisors 2024 Q3 filed Oct. 9, 2024
- SS&H Financial Advisors 2024 Q2 filed Sept. 10, 2024
- SS&H Financial Advisors 2024 Q1 filed May 9, 2024
- SS&H Financial Advisors 2023 Q3 filed Oct. 18, 2023
- SS&H Financial Advisors 2023 Q1 filed May 4, 2023
- SS&H Financial Advisors 2022 Q4 restated filed Feb. 9, 2023
- SS&H Financial Advisors 2022 Q4 filed Feb. 2, 2023
- SS&H Financial Advisors 2022 Q3 filed Nov. 2, 2022
- SS&H Financial Advisors 2022 Q2 filed July 14, 2022
- SS&H Financial Advisors 2022 Q1 filed May 13, 2022