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, ORCL, and represent 33.94% of SS&H Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: RTX, MDT, HII, AMGN, GD, LLY, AMD, GOOG, LMT, NOC.
- Started 7 new stock positions in AMD, LUMN, CRWV, RTX, LMT, GD, GEV.
- Reduced shares in these 10 stocks: SHW, Raytheon Technologies Corp, NVDA, DOW, PG, F, MKC, DOV, ABT, LRCX.
- Sold out of its positions in DOV, DOW, F, MKC, Raytheon Technologies Corp.
- SS&H Financial Advisors was a net buyer of stock by $4.1M.
- SS&H Financial Advisors has $329M in assets under management (AUM), dropping by 9.93%.
- Central Index Key (CIK): 0001911735
Tip: Access up to 7 years of quarterly data
Positions held by SS&H Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for SS&H Financial Advisors
SS&H Financial Advisors holds 125 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| JPMorgan Chase & Co. (JPM) | 10.1 | $33M | 106k | 315.43 |
|
|
| NVIDIA Corporation (NVDA) | 7.8 | $26M | -2% | 137k | 186.58 |
|
| Microsoft Corporation (MSFT) | 6.7 | $22M | 42k | 517.95 |
|
|
| Apple (AAPL) | 5.7 | $19M | 73k | 254.63 |
|
|
| Oracle Corporation (ORCL) | 3.7 | $12M | +3% | 43k | 281.24 |
|
| Abbvie (ABBV) | 3.4 | $11M | 49k | 231.54 |
|
|
| Procter & Gamble Company (PG) | 3.0 | $9.7M | -4% | 63k | 153.65 |
|
| Amazon (AMZN) | 2.6 | $8.4M | 38k | 219.57 |
|
|
| International Business Machines (IBM) | 2.1 | $7.0M | 25k | 282.16 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 2.0 | $6.7M | +8% | 28k | 243.55 |
|
| Exxon Mobil Corporation (XOM) | 1.8 | $6.0M | 54k | 112.75 |
|
|
| S&p Global (SPGI) | 1.8 | $5.8M | 12k | 486.71 |
|
|
| Sherwin-Williams Company (SHW) | 1.6 | $5.2M | -13% | 15k | 346.26 |
|
| Corning Incorporated (GLW) | 1.6 | $5.2M | 63k | 82.03 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 1.5 | $5.0M | 14k | 355.47 |
|
|
| Cisco Systems (CSCO) | 1.4 | $4.6M | 67k | 68.42 |
|
|
| Ge Aerospace Com New (GE) | 1.4 | $4.5M | 15k | 300.82 |
|
|
| Merck & Co (MRK) | 1.4 | $4.5M | 53k | 83.93 |
|
|
| Amgen (AMGN) | 1.3 | $4.3M | +28% | 15k | 282.20 |
|
| At&t (T) | 1.2 | $3.8M | 134k | 28.24 |
|
|
| Union Pacific Corporation (UNP) | 1.1 | $3.7M | 16k | 236.37 |
|
|
| Abbott Laboratories (ABT) | 1.1 | $3.7M | -5% | 27k | 133.94 |
|
| Pepsi (PEP) | 1.1 | $3.6M | 25k | 140.44 |
|
|
| Bank of America Corporation (BAC) | 1.1 | $3.5M | 68k | 51.59 |
|
|
| Micron Technology (MU) | 1.1 | $3.5M | 21k | 167.32 |
|
|
| Lam Research Corp Com New (LRCX) | 1.0 | $3.4M | -5% | 26k | 133.90 |
|
| Johnson & Johnson (JNJ) | 1.0 | $3.2M | 17k | 185.42 |
|
|
| Visa Com Cl A (V) | 1.0 | $3.2M | 9.2k | 341.37 |
|
|
| Costco Wholesale Corporation (COST) | 0.9 | $2.9M | 3.2k | 925.49 |
|
|
| Colgate-Palmolive Company (CL) | 0.9 | $2.8M | 35k | 79.94 |
|
|
| Verizon Communications (VZ) | 0.8 | $2.8M | 63k | 43.95 |
|
|
| Tractor Supply Company (TSCO) | 0.8 | $2.7M | 48k | 56.87 |
|
|
| McKesson Corporation (MCK) | 0.8 | $2.6M | 3.4k | 772.54 |
|
|
| Coca-Cola Company (KO) | 0.8 | $2.6M | 40k | 66.32 |
|
|
| AFLAC Incorporated (AFL) | 0.8 | $2.5M | 23k | 111.70 |
|
|
| Bristol Myers Squibb (BMY) | 0.8 | $2.5M | +5% | 56k | 45.10 |
|
| Huntington Ingalls Inds (HII) | 0.7 | $2.3M | +76% | 8.1k | 287.91 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $2.2M | 8.9k | 246.60 |
|
|
| Pfizer (PFE) | 0.7 | $2.2M | +5% | 85k | 25.48 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.6 | $2.0M | 9.7k | 209.26 |
|
|
| Fluor Corporation (FLR) | 0.6 | $1.9M | 46k | 42.07 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.6 | $1.9M | +8% | 3.4k | 568.77 |
|
| Emerson Electric (EMR) | 0.6 | $1.9M | 14k | 131.18 |
|
|
| Deere & Company (DE) | 0.6 | $1.8M | 4.0k | 457.26 |
|
|
| Boeing Company (BA) | 0.6 | $1.8M | 8.4k | 215.83 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $1.8M | 2.7k | 666.18 |
|
|
| Schlumberger Com Stk (SLB) | 0.5 | $1.8M | -9% | 51k | 34.37 |
|
| Nextera Energy (NEE) | 0.5 | $1.7M | -4% | 23k | 75.49 |
|
| Caterpillar (CAT) | 0.5 | $1.7M | 3.5k | 477.15 |
|
|
| Norfolk Southern (NSC) | 0.5 | $1.7M | 5.5k | 300.41 |
|
|
| Illinois Tool Works (ITW) | 0.5 | $1.6M | 6.2k | 260.76 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.6M | 6.4k | 243.10 |
|
|
| Medtronic SHS (MDT) | 0.5 | $1.6M | +200% | 16k | 95.24 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $1.6M | +64% | 2.0k | 763.00 |
|
| Chevron Corporation (CVX) | 0.4 | $1.5M | 9.4k | 155.28 |
|
|
| American Water Works (AWK) | 0.4 | $1.4M | 10k | 139.19 |
|
|
| American Electric Power Company (AEP) | 0.4 | $1.3M | 12k | 112.50 |
|
|
| Raytheon Technologies Corp (RTX) | 0.4 | $1.3M | NEW | 7.7k | 167.33 |
|
| Northrop Grumman Corporation (NOC) | 0.4 | $1.2M | +59% | 2.0k | 609.32 |
|
| Main Street Capital Corporation (MAIN) | 0.4 | $1.2M | 19k | 63.59 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.4 | $1.2M | +2% | 38k | 31.62 |
|
| Meta Platforms Cl A (META) | 0.4 | $1.2M | 1.6k | 734.38 |
|
|
| Wal-Mart Stores (WMT) | 0.3 | $1.1M | 10k | 103.06 |
|
|
| ConocoPhillips (COP) | 0.3 | $1.0M | 11k | 94.59 |
|
|
| Marriott Intl Cl A (MAR) | 0.3 | $1.0M | 3.9k | 260.44 |
|
|
| Honeywell International (HON) | 0.3 | $990k | 4.7k | 210.50 |
|
|
| Atmos Energy Corporation (ATO) | 0.3 | $950k | -2% | 5.6k | 170.75 |
|
| Marathon Petroleum Corp (MPC) | 0.3 | $935k | 4.9k | 192.74 |
|
|
| TJX Companies (TJX) | 0.3 | $867k | -9% | 6.0k | 144.54 |
|
| Kimberly-Clark Corporation (KMB) | 0.2 | $808k | 6.5k | 124.34 |
|
|
| General Mills (GIS) | 0.2 | $737k | 15k | 50.42 |
|
|
| Darden Restaurants (DRI) | 0.2 | $734k | 3.9k | 190.36 |
|
|
| Automatic Data Processing (ADP) | 0.2 | $725k | 2.5k | 293.50 |
|
|
| Nike CL B (NKE) | 0.2 | $713k | 10k | 69.73 |
|
|
| General Dynamics Corporation (GD) | 0.2 | $697k | NEW | 2.0k | 341.00 |
|
| FedEx Corporation (FDX) | 0.2 | $678k | 2.9k | 235.81 |
|
|
| Dt Midstream Common Stock (DTM) | 0.2 | $667k | 5.9k | 113.06 |
|
|
| DTE Energy Company (DTE) | 0.2 | $651k | 4.6k | 141.43 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $649k | 8.5k | 76.40 |
|
|
| Intuit (INTU) | 0.2 | $646k | -9% | 946.00 | 682.91 |
|
| Tesla Motors (TSLA) | 0.2 | $632k | 1.4k | 444.72 |
|
|
| McDonald's Corporation (MCD) | 0.2 | $605k | 2.0k | 303.89 |
|
|
| Zoetis Cl A (ZTS) | 0.2 | $603k | 4.1k | 146.32 |
|
|
| Comerica Incorporated (CMA) | 0.2 | $589k | 8.6k | 68.52 |
|
|
| Advanced Micro Devices (AMD) | 0.2 | $574k | NEW | 3.6k | 161.79 |
|
| Viatris (VTRS) | 0.2 | $574k | -4% | 58k | 9.90 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $563k | 5.9k | 95.47 |
|
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.2 | $530k | 6.1k | 86.80 |
|
|
| Cigna Corp (CI) | 0.2 | $528k | 1.8k | 288.25 |
|
|
| Dominion Resources (D) | 0.2 | $520k | 8.5k | 61.17 |
|
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.2 | $519k | 7.2k | 72.11 |
|
|
| Stryker Corporation (SYK) | 0.2 | $518k | 1.4k | 369.67 |
|
|
| Eaton Corp SHS (ETN) | 0.2 | $500k | 1.3k | 374.25 |
|
|
| Lockheed Martin Corporation (LMT) | 0.2 | $499k | NEW | 1.0k | 499.21 |
|
| Amphenol Corp Cl A (APH) | 0.2 | $495k | 4.0k | 123.75 |
|
|
| Canadian Pacific Kansas City (CP) | 0.1 | $483k | 6.5k | 74.49 |
|
|
| Cirrus Logic (CRUS) | 0.1 | $464k | 3.7k | 125.29 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $463k | -15% | 1.6k | 281.86 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $443k | 9.2k | 48.33 |
|
|
| Essential Utils (WTRG) | 0.1 | $442k | 11k | 39.90 |
|
|
| Masco Corporation (MAS) | 0.1 | $431k | 6.1k | 70.39 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $427k | 10k | 42.37 |
|
|
| Home Depot (HD) | 0.1 | $403k | 995.00 | 405.19 |
|
|
| Realty Income (O) | 0.1 | $350k | 5.7k | 60.79 |
|
|
| Lumen Technologies (LUMN) | 0.1 | $349k | NEW | 57k | 6.12 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $346k | 4.6k | 75.10 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $345k | 2.3k | 148.61 |
|
|
| Global Payments (GPN) | 0.1 | $340k | 4.1k | 83.08 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $334k | 499.00 | 669.30 |
|
|
| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.1 | $331k | 2.0k | 165.45 |
|
|
| Clorox Company (CLX) | 0.1 | $321k | 2.6k | 123.30 |
|
|
| Goldman Sachs (GS) | 0.1 | $319k | 400.00 | 796.35 |
|
|
| Ge Vernova (GEV) | 0.1 | $308k | NEW | 500.00 | 614.90 |
|
| Intel Corporation (INTC) | 0.1 | $300k | -2% | 9.0k | 33.55 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $280k | 1.2k | 239.64 |
|
|
| Coreweave Com Cl A (CRWV) | 0.1 | $274k | NEW | 2.0k | 136.85 |
|
| Broadcom (AVGO) | 0.1 | $271k | 820.00 | 329.91 |
|
|
| Netflix (NFLX) | 0.1 | $270k | 225.00 | 1198.92 |
|
|
| Lauder Estee Cos Cl A (EL) | 0.1 | $267k | 3.0k | 88.12 |
|
|
| Smucker J M Com New (SJM) | 0.1 | $266k | 2.5k | 108.60 |
|
|
| Air Products & Chemicals (APD) | 0.1 | $247k | 907.00 | 272.72 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $245k | 488.00 | 502.74 |
|
|
| BP Sponsored Adr (BP) | 0.1 | $241k | 7.0k | 34.46 |
|
|
| Altria (MO) | 0.1 | $235k | 3.6k | 66.06 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $203k | 576.00 | 352.75 |
|
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 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