SS&H Financial Advisors

Latest statistics and disclosures from SS&H Financial Advisors's latest quarterly 13F-HR filing:

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for SS&H Financial Advisors

SS&H Financial Advisors holds 117 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JPMorgan Chase & Co. (JPM) 7.3 $16M 107k 145.02
 View chart
Apple (AAPL) 6.4 $14M -6% 79k 171.21
 View chart
Microsoft Corporation (MSFT) 6.0 $13M -6% 41k 315.76
 View chart
Procter & Gamble Company (PG) 4.8 $10M 71k 145.86
 View chart
Abbvie (ABBV) 3.6 $7.7M -7% 52k 149.06
 View chart
Exxon Mobil Corporation (XOM) 3.0 $6.4M -3% 55k 117.59
 View chart
NVIDIA Corporation (NVDA) 2.6 $5.6M -2% 13k 434.95
 View chart
Amazon (AMZN) 2.4 $5.1M -3% 40k 127.12
 View chart
Pepsi (PEP) 2.4 $5.1M -2% 30k 169.44
 View chart
Merck & Co (MRK) 2.3 $4.9M 48k 102.96
 View chart
S&p Global (SPGI) 2.2 $4.6M 13k 365.38
 View chart
Sherwin-Williams Company (SHW) 2.1 $4.4M -6% 17k 255.04
 View chart
Oracle Corporation (ORCL) 2.0 $4.3M -5% 40k 105.93
 View chart
International Business Machines (IBM) 1.8 $3.8M -3% 27k 140.32
 View chart
Union Pacific Corporation (UNP) 1.7 $3.6M 18k 203.63
 View chart
Cisco Systems (CSCO) 1.6 $3.5M -6% 65k 53.76
 View chart
Pfizer (PFE) 1.5 $3.2M -7% 96k 33.17
 View chart
Johnson & Johnson (JNJ) 1.5 $3.2M -14% 20k 155.74
 View chart
Accenture Plc Ireland Shs Class A (ACN) 1.4 $3.0M -5% 9.8k 307.07
 View chart
Colgate-Palmolive Company (CL) 1.4 $2.9M 41k 71.10
 View chart
Abbott Laboratories (ABT) 1.3 $2.8M NEW 29k 96.86
 View chart
Bristol Myers Squibb (BMY) 1.1 $2.5M -6% 42k 58.03
 View chart
Coca-Cola Company (KO) 1.1 $2.4M -2% 44k 55.98
 View chart
Alphabet Cap Stk Cl C (GOOG) 1.1 $2.4M +2% 18k 131.83
 View chart
Visa Com Cl A (V) 1.1 $2.3M -2% 10k 230.02
 View chart
Verizon Communications (VZ) 1.0 $2.2M +23% 68k 32.41
 View chart
At&t (T) 1.0 $2.1M +44% 137k 15.02
 View chart
Corning Incorporated (GLW) 0.9 $2.0M 64k 30.46
 View chart
Nike CL B (NKE) 0.9 $2.0M +12% 20k 95.61
 View chart
Bank of America Corporation (BAC) 0.9 $2.0M +7% 71k 27.37
 View chart
Lam Research Corporation (LRCX) 0.9 $1.9M 3.1k 626.66
 View chart
AFLAC Incorporated (AFL) 0.9 $1.9M -17% 25k 76.75
 View chart
Tractor Supply Company (TSCO) 0.9 $1.9M -10% 9.4k 203.09
 View chart
Amgen (AMGN) 0.9 $1.9M +71% 7.0k 268.81
 View chart
Fluor Corporation (FLR) 0.9 $1.8M 50k 36.71
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.8 $1.8M -6% 10k 171.46
 View chart
Chevron Corporation (CVX) 0.8 $1.7M -5% 9.9k 168.58
 View chart
General Electric Com New (GE) 0.8 $1.7M -7% 15k 110.58
 View chart
Nextera Energy (NEE) 0.8 $1.6M -3% 28k 57.30
 View chart
Costco Wholesale Corporation (COST) 0.7 $1.6M 2.8k 564.90
 View chart
Illinois Tool Works (ITW) 0.7 $1.5M -6% 6.7k 230.38
 View chart
Deere & Company (DE) 0.7 $1.5M +5% 3.9k 377.45
 View chart
McKesson Corporation (MCK) 0.7 $1.5M 3.4k 434.71
 View chart
American Water Works (AWK) 0.7 $1.5M -10% 12k 123.80
 View chart
Micron Technology (MU) 0.7 $1.4M -16% 21k 68.04
 View chart
Emerson Electric (EMR) 0.7 $1.4M 15k 96.58
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.6 $1.3M 9.7k 130.83
 View chart
Ishares Tr Pfd And Incm Sec (PFF) 0.6 $1.2M -7% 39k 30.16
 View chart
American Electric Power Company (AEP) 0.5 $1.1M -3% 15k 75.25
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $1.1M 2.6k 427.65
 View chart
Norfolk Southern (NSC) 0.5 $1.1M -10% 5.7k 196.89
 View chart
General Mills (GIS) 0.5 $1.0M 16k 64.01
 View chart
Honeywell International (HON) 0.5 $1.0M 5.6k 184.73
 View chart
Caterpillar (CAT) 0.5 $962k -2% 3.5k 272.91
 View chart
Diageo Spon Adr New (DEO) 0.4 $925k -16% 6.2k 149.19
 View chart
Zoetis Cl A (ZTS) 0.4 $922k 5.3k 173.96
 View chart
Viatris (VTRS) 0.4 $879k +3% 89k 9.86
 View chart
Huntington Ingalls Inds (HII) 0.4 $878k -4% 4.3k 204.66
 View chart
Kimberly-Clark Corporation (KMB) 0.4 $870k 7.2k 120.90
 View chart
Dow (DOW) 0.4 $839k -15% 16k 51.57
 View chart
Main Street Capital Corporation (MAIN) 0.4 $821k -17% 20k 40.64
 View chart
Marriott Intl Cl A (MAR) 0.4 $767k -9% 3.9k 196.67
 View chart
Darden Restaurants (DRI) 0.4 $760k -8% 5.3k 143.13
 View chart
DTE Energy Company (DTE) 0.3 $735k -15% 7.4k 99.32
 View chart
FedEx Corporation (FDX) 0.3 $729k 2.8k 265.09
 View chart
Select Sector Spdr Tr Technology (XLK) 0.3 $716k 4.4k 163.99
 View chart
Mastercard Incorporated Cl A (MA) 0.3 $709k 1.8k 396.09
 View chart
Adobe Systems Incorporated (ADBE) 0.3 $702k 1.4k 510.17
 View chart
Automatic Data Processing (ADP) 0.3 $674k 2.8k 240.71
 View chart
McDonald's Corporation (MCD) 0.3 $673k 2.6k 263.61
 View chart
Marathon Petroleum Corp (MPC) 0.3 $658k -6% 4.4k 151.26
 View chart
Lauder Estee Cos Cl A (EL) 0.3 $655k 4.5k 144.59
 View chart
Intuit (INTU) 0.3 $652k -18% 1.3k 510.57
 View chart
Atmos Energy Corporation (ATO) 0.3 $622k -7% 5.9k 105.96
 View chart
Marathon Oil Corporation (MRO) 0.3 $613k +57% 23k 26.73
 View chart
TJX Companies (TJX) 0.3 $610k 6.9k 88.84
 View chart
Intel Corporation (INTC) 0.3 $603k -11% 17k 35.56
 View chart
Boeing Company (BA) 0.3 $588k +4% 3.1k 191.53
 View chart
Global Payments (GPN) 0.3 $571k -52% 4.9k 115.47
 View chart
Northrop Grumman Corporation (NOC) 0.3 $555k -7% 1.3k 440.48
 View chart
Tesla Motors (TSLA) 0.3 $555k 2.2k 250.00
 View chart
Dominion Resources (D) 0.2 $531k -10% 12k 44.65
 View chart
Cigna Corp (CI) 0.2 $524k 1.8k 286.03
 View chart
Stryker Corporation (SYK) 0.2 $519k 1.9k 273.16
 View chart
Air Products & Chemicals (APD) 0.2 $509k 1.8k 283.41
 View chart
3M Company (MMM) 0.2 $495k -39% 5.3k 93.57
 View chart
Canadian Pacific Kansas City (CP) 0.2 $483k NEW 6.5k 74.43
 View chart
Schlumberger Com Stk (SLB) 0.2 $469k 8.1k 58.25
 View chart
Comerica Incorporated (CMA) 0.2 $450k +4% 11k 41.51
 View chart
Eli Lilly & Co. (LLY) 0.2 $450k 837.00 537.63
 View chart
Clorox Company (CLX) 0.2 $446k 3.4k 131.18
 View chart
BP Sponsored Adr (BP) 0.2 $425k -4% 11k 38.71
 View chart
Masco Corporation (MAS) 0.2 $408k -4% 7.6k 53.51
 View chart
Etf Managers Tr Prime Cybr Scrty (HACK) 0.2 $392k -26% 7.6k 51.58
 View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.2 $383k 7.2k 53.19
 View chart
Essential Utils (WTRG) 0.2 $380k -8% 11k 34.31
 View chart
Us Bancorp Del Com New (USB) 0.2 $379k +14% 12k 33.07
 View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $376k 2.3k 161.17
 View chart
Ford Motor Company (F) 0.2 $366k -10% 30k 12.43
 View chart
Dt Midstream Common Stock (DTM) 0.2 $348k -16% 6.6k 52.93
 View chart
ConocoPhillips (COP) 0.2 $343k +3% 2.9k 119.64
 View chart
Ge Healthcare Technologies I Common Stock (GEHC) 0.2 $334k -7% 4.9k 68.05
 View chart
Raytheon Technologies Corp (RTX) 0.1 $315k NEW 4.4k 72.03
 View chart
Ishares Tr Core S&p500 Etf (IVV) 0.1 $314k 732.00 428.96
 View chart
Becton, Dickinson and (BDX) 0.1 $300k 1.2k 258.18
 View chart
Smucker J M Com New (SJM) 0.1 $277k -29% 2.3k 123.11
 View chart
Cirrus Logic (CRUS) 0.1 $274k 3.7k 74.05
 View chart
Ares Capital Corporation (ARCC) 0.1 $262k -16% 14k 19.48
 View chart
Paypal Holdings (PYPL) 0.1 $256k -8% 4.4k 58.51
 View chart
Realty Income (O) 0.1 $252k -18% 5.1k 49.90
 View chart
Wal-Mart Stores (WMT) 0.1 $234k +2% 1.5k 159.73
 View chart
Tc Energy Corp (TRP) 0.1 $220k -23% 6.4k 34.38
 View chart
Republic Services (RSG) 0.1 $217k -23% 1.5k 142.48
 View chart
Medtronic SHS (MDT) 0.1 $216k NEW 2.8k 78.37
 View chart
Gra (GGG) 0.1 $213k -9% 2.9k 73.02
 View chart
Ishares Silver Tr Ishares (SLV) 0.1 $205k 10k 20.37
 View chart
Mccormick & Co Com Non Vtg (MKC) 0.1 $202k -35% 2.7k 75.66
 View chart

Past Filings by SS&H Financial Advisors

SEC 13F filings are viewable for SS&H Financial Advisors going back to 2022