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, MU, AAPL, MSFT, and represent 31.10% of SS&H Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: TSCO, AMZN, IBM, MSFT, PFE, FITB, CRWD, ORCL, DELL, HON.
- Started 13 new stock positions in EFA, FDXF, SMCI, CRWD, SBUX, DELL, HONA, BX, FITB, PLTR. HON, CRM, NOW.
- Reduced shares in these 10 stocks: , , Honeywell International, MU, Comerica Incorporated, LRCX, GLW, GLD, AAPL, LUMN.
- Sold out of its positions in ADBE, Comerica Incorporated, COP, XOM, Honeywell International, LUMN, NFLX, NKE.
- SS&H Financial Advisors was a net buyer of stock by $1.2M.
- SS&H Financial Advisors has $391M in assets under management (AUM), dropping by 14.07%.
- Central Index Key (CIK): 0001911735
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Portfolio Holdings for SS&H Financial Advisors
SS&H Financial Advisors holds 130 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| JPMorgan Chase & Co. (JPM) | 8.8 | $34M | 105k | 327.33 |
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| NVIDIA Corporation (NVDA) | 6.8 | $27M | 134k | 200.09 |
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| Micron Technology (MU) | 5.9 | $23M | -3% | 20k | 1154.27 |
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| Apple (AAPL) | 5.3 | $21M | 72k | 289.36 |
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| Microsoft Corporation (MSFT) | 4.3 | $17M | +7% | 45k | 373.01 |
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| Corning Incorporated (GLW) | 3.9 | $15M | -3% | 60k | 255.43 |
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| Abbvie (ABBV) | 3.1 | $12M | 48k | 251.65 |
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| Amazon (AMZN) | 2.9 | $11M | +16% | 48k | 238.34 |
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| Lam Research Corp Com New (LRCX) | 2.6 | $10M | -6% | 23k | 433.33 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.5 | $9.8M | 28k | 353.33 |
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| Procter & Gamble Company (PG) | 2.4 | $9.3M | 63k | 146.63 |
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| Merck & Co (MRK) | 2.2 | $8.7M | +3% | 68k | 128.50 |
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| International Business Machines (IBM) | 2.1 | $8.3M | +18% | 30k | 281.21 |
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| Oracle Corporation (ORCL) | 2.0 | $7.7M | +10% | 53k | 146.55 |
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| Cisco Systems (CSCO) | 2.0 | $7.6M | -2% | 65k | 117.46 |
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| Amgen (AMGN) | 1.8 | $6.9M | +5% | 19k | 362.10 |
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| Ge Aerospace Com New (GE) | 1.4 | $5.6M | 15k | 373.75 |
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| Sherwin-Williams Company (SHW) | 1.3 | $5.2M | 15k | 344.31 |
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| S&p Global (SPGI) | 1.2 | $4.8M | 12k | 407.25 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.2 | $4.8M | -7% | 13k | 368.38 |
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| Caterpillar (CAT) | 1.2 | $4.8M | 4.5k | 1064.80 |
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| Advanced Micro Devices (AMD) | 1.1 | $4.4M | 7.6k | 580.93 |
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| Union Pacific Corporation (UNP) | 1.1 | $4.3M | 16k | 272.02 |
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| Bristol Myers Squibb (BMY) | 1.1 | $4.2M | +4% | 72k | 57.62 |
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| Johnson & Johnson (JNJ) | 1.1 | $4.1M | -4% | 16k | 253.96 |
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| Bank of America Corporation (BAC) | 1.0 | $4.0M | +3% | 71k | 56.98 |
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| Pfizer (PFE) | 0.9 | $3.7M | +36% | 154k | 24.08 |
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| Tractor Supply Company (TSCO) | 0.9 | $3.6M | +135% | 114k | 31.61 |
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| Pepsi (PEP) | 0.9 | $3.3M | -2% | 25k | 135.39 |
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| Colgate-Palmolive Company (CL) | 0.8 | $3.2M | 35k | 91.67 |
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| Coca-Cola Company (KO) | 0.8 | $3.2M | 40k | 81.28 |
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| Visa Com Cl A (V) | 0.8 | $3.1M | 9.1k | 343.10 |
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| Costco Wholesale Corporation (COST) | 0.8 | $3.0M | 3.2k | 935.34 |
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| AFLAC Incorporated (AFL) | 0.7 | $2.6M | -2% | 22k | 117.23 |
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| McKesson Corporation (MCK) | 0.7 | $2.6M | 3.4k | 755.59 |
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| At&t (T) | 0.7 | $2.5M | -8% | 123k | 20.70 |
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| Deere & Company (DE) | 0.6 | $2.5M | 4.0k | 634.33 |
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| Verizon Communications (VZ) | 0.6 | $2.5M | 59k | 42.33 |
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| Eli Lilly & Co. (LLY) | 0.6 | $2.4M | 2.0k | 1199.61 |
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| Abbott Laboratories (ABT) | 0.6 | $2.4M | -2% | 27k | 90.74 |
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| SLB Com Stk (SLB) | 0.6 | $2.4M | 51k | 46.48 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.6 | $2.3M | 9.7k | 242.38 |
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| Fluor Corporation (FLR) | 0.6 | $2.3M | 45k | 52.40 |
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| Boeing Company (BA) | 0.6 | $2.3M | +8% | 11k | 216.49 |
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| Huntington Ingalls Inds (HII) | 0.6 | $2.3M | 8.1k | 279.93 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $2.2M | 6.2k | 357.42 |
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| Emerson Electric (EMR) | 0.5 | $2.0M | -3% | 14k | 143.17 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $2.0M | 2.7k | 746.61 |
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| Nextera Energy (NEE) | 0.5 | $1.9M | -3% | 22k | 87.79 |
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| Chevron Corporation (CVX) | 0.5 | $1.9M | +15% | 12k | 165.75 |
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| Norfolk Southern (NSC) | 0.4 | $1.7M | 5.5k | 314.55 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.4 | $1.7M | +9% | 56k | 30.48 |
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| Illinois Tool Works (ITW) | 0.4 | $1.7M | 6.2k | 270.41 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $1.6M | 3.2k | 513.61 |
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| American Electric Power Company (AEP) | 0.4 | $1.6M | -3% | 11k | 136.83 |
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| Medtronic SHS (MDT) | 0.4 | $1.6M | +11% | 20k | 78.25 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $1.5M | +33% | 12k | 124.47 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $1.5M | 7.7k | 189.74 |
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| Marriott Intl Cl A (MAR) | 0.4 | $1.4M | 3.9k | 370.51 |
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| American Water Works (AWK) | 0.3 | $1.3M | -4% | 9.6k | 131.61 |
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| Intel Corporation (INTC) | 0.3 | $1.2M | 9.0k | 139.59 |
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| Wal-Mart Stores (WMT) | 0.3 | $1.2M | 11k | 113.27 |
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| Marathon Petroleum Corp (MPC) | 0.3 | $1.2M | 4.8k | 255.62 |
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| Meta Platforms Cl A (META) | 0.3 | $1.1M | +5% | 1.9k | 563.19 |
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| Northrop Grumman Corporation (NOC) | 0.3 | $1.0M | +2% | 2.1k | 509.49 |
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| FedEx Corporation (FDX) | 0.3 | $1.0M | +13% | 3.3k | 313.28 |
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| Main Street Capital Corporation (MAIN) | 0.3 | $983k | 19k | 51.87 |
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| Fifth Third Ban (FITB) | 0.2 | $972k | NEW | 17k | 56.38 |
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| Atmos Energy Corporation (ATO) | 0.2 | $947k | 5.5k | 172.18 |
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| TJX Companies (TJX) | 0.2 | $902k | 6.0k | 151.47 |
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| Dt Midstream Common Stock (DTM) | 0.2 | $866k | 5.9k | 146.78 |
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| Viatris (VTRS) | 0.2 | $862k | -4% | 54k | 15.87 |
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| Coreweave Com Cl A (CRWV) | 0.2 | $801k | -11% | 8.1k | 99.50 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $763k | NEW | 1.0k | 763.00 |
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| Darden Restaurants (DRI) | 0.2 | $742k | 3.6k | 206.11 |
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| General Dynamics Corporation (GD) | 0.2 | $724k | 2.0k | 354.03 |
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| Amphenol Corp Cl A (APH) | 0.2 | $705k | 4.0k | 176.25 |
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| DTE Energy Company (DTE) | 0.2 | $701k | 4.6k | 152.39 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $697k | -2% | 6.4k | 109.76 |
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| Amplify Etf Tr Amplify Cybersec (HACK) | 0.2 | $693k | 6.6k | 105.00 |
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| Rh (RH) | 0.2 | $659k | +100% | 4.0k | 164.75 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $641k | 8.5k | 75.41 |
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| Dell Technologies CL C (DELL) | 0.2 | $604k | NEW | 1.4k | 431.43 |
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| Tesla Motors (TSLA) | 0.2 | $597k | 1.4k | 420.42 |
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| Dominion Resources (D) | 0.1 | $580k | 8.5k | 68.29 |
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| Eaton Corp SHS (ETN) | 0.1 | $570k | 1.3k | 426.33 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $562k | 6.5k | 86.61 |
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| Us Bancorp Com New (USB) | 0.1 | $553k | 9.2k | 60.36 |
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| Automatic Data Processing (ADP) | 0.1 | $553k | 2.5k | 223.89 |
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| Cirrus Logic (CRUS) | 0.1 | $550k | 3.7k | 148.65 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $544k | 5.9k | 92.22 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $538k | 10k | 53.45 |
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| Honeywell International (HON) | 0.1 | $526k | NEW | 2.4k | 223.73 |
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| McDonald's Corporation (MCD) | 0.1 | $524k | -2% | 1.9k | 270.10 |
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| Honeywell Aerospace (HONA) | 0.1 | $519k | NEW | 2.3k | 220.95 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $511k | -18% | 2.7k | 190.53 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $509k | 1.0k | 509.00 |
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| General Mills (GIS) | 0.1 | $508k | 15k | 34.78 |
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| Cigna Corp (CI) | 0.1 | $505k | 1.8k | 275.65 |
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| Masco Corporation (MAS) | 0.1 | $498k | 6.1k | 81.31 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.1 | $497k | 7.2k | 69.03 |
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| Servicenow (NOW) | 0.1 | $496k | NEW | 5.0k | 99.20 |
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| Stryker Corporation (SYK) | 0.1 | $441k | 1.4k | 315.00 |
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| Essential Utils (WTRG) | 0.1 | $424k | 11k | 38.29 |
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| Goldman Sachs (GS) | 0.1 | $405k | 400.00 | 1012.50 |
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| Home Depot (HD) | 0.1 | $351k | 995.00 | 352.76 |
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| Realty Income (O) | 0.1 | $338k | 5.4k | 62.03 |
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| salesforce (CRM) | 0.1 | $313k | NEW | 2.0k | 156.50 |
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| Broadcom (AVGO) | 0.1 | $310k | 820.00 | 378.05 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $292k | NEW | 2.5k | 116.80 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $290k | 4.5k | 64.07 |
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| Smucker J M Com New (SJM) | 0.1 | $276k | 2.5k | 112.65 |
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| Global Payments (GPN) | 0.1 | $275k | 3.8k | 72.46 |
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| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.1 | $274k | 2.3k | 117.39 |
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| Air Products & Chemicals (APD) | 0.1 | $266k | 907.00 | 293.27 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $265k | 2.3k | 114.22 |
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| Altria (MO) | 0.1 | $255k | 3.6k | 71.83 |
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| Clorox Company (CLX) | 0.1 | $248k | 2.6k | 95.38 |
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| Fedex Fght Hldg Common Stock (FDXF) | 0.1 | $247k | NEW | 1.6k | 150.89 |
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| Dover Corporation (DOV) | 0.1 | $247k | 1.1k | 224.55 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $244k | 488.00 | 500.00 |
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| Lauder Estee Cos Cl A (EL) | 0.1 | $239k | 3.0k | 78.88 |
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| BP Sponsored Adr (BP) | 0.1 | $239k | 6.5k | 36.88 |
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| Zoetis Cl A (ZTS) | 0.1 | $237k | 3.3k | 71.82 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $237k | 316.00 | 750.00 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $235k | NEW | 2.0k | 117.50 |
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| Intuit (INTU) | 0.1 | $223k | 855.00 | 260.82 |
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| Starbucks Corporation (SBUX) | 0.1 | $219k | NEW | 2.1k | 102.15 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $208k | NEW | 2.0k | 104.00 |
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| Super Micro Computer Com New (SMCI) | 0.1 | $205k | NEW | 7.0k | 29.29 |
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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 2026 Q2 filed Aug. 4, 2026
- 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