SS&H Financial Advisors

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

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Positions held by SS&H Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for SS&H Financial Advisors

Companies in the SS&H Financial Advisors portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.5 $17M 95k 174.61
Microsoft Corporation (MSFT) 5.6 $14M 47k 308.32
JPMorgan Chase & Co. (JPM) 5.5 $14M 103k 136.32
Procter & Gamble Company (PG) 4.5 $12M 75k 152.80
Abbvie (ABBV) 4.0 $10M 63k 162.11
Pepsi (PEP) 2.4 $6.1M 37k 167.37
Pfizer (PFE) 2.1 $5.4M 105k 51.77
Sherwin-Williams Company (SHW) 2.0 $5.2M 21k 249.60
S&p Global (SPGI) 2.0 $5.2M 13k 410.14
Johnson & Johnson (JNJ) 2.0 $5.1M 29k 177.23
Abbott Laboratories (ABT) 1.9 $4.9M 41k 118.35
Union Pacific Corporation (UNP) 1.9 $4.8M 18k 273.20
Exxon Mobil Corporation (XOM) 1.8 $4.5M 55k 82.59
iShares S&P US Preferred Etf Prd (PFF) 1.7 $4.5M 123k 36.42

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Cisco Systems (CSCO) 1.7 $4.4M 79k 55.76
Merck & Co (MRK) 1.6 $4.2M 51k 82.06
Oracle Corporation (ORCL) 1.6 $4.1M 50k 82.72
International Business Machines (IBM) 1.5 $3.8M 29k 130.02
Accenture (ACN) 1.4 $3.7M 11k 337.27
Verizon Communications (VZ) 1.3 $3.4M 67k 50.94
Amazon.com 1.3 $3.3M 1.0k 3260.27
Walt Disney Company (DIS) 1.3 $3.3M 24k 137.14
Bristol Myers Squibb (BMY) 1.3 $3.3M 45k 73.02
Colgate-Palmolive Company (CL) 1.2 $3.1M 41k 75.84
Intel Corporation (INTC) 1.1 $2.9M 58k 49.56
Coca-Cola Company (KO) 1.1 $2.7M 44k 62.01
Bank of America Corporation (BAC) 1.0 $2.6M 63k 41.22
NVIDIA Corporation (NVDA) 1.0 $2.6M 9.5k 272.86
Nextera Energy (NEE) 1.0 $2.6M 30k 84.72
Corning Incorporated (GLW) 1.0 $2.5M 69k 36.91
Visa (V) 1.0 $2.5M 11k 221.75
Nike (NKE) 1.0 $2.5M 19k 134.57
Tractor Supply Company (TSCO) 1.0 $2.4M 11k 233.41
Micron Technology (MU) 1.0 $2.4M 31k 77.88
At&t (T) 0.9 $2.3M 98k 23.63
Alphabet Inc Class C cs (GOOG) 0.9 $2.2M 805.00 2792.55
American Water Works (AWK) 0.9 $2.2M 13k 165.54
AFLAC Incorporated (AFL) 0.8 $2.0M 31k 64.39
SPDR Gold Shares Gold Etf (GLD) 0.8 $2.0M 11k 180.69
Lam Research Corporation (LRCX) 0.8 $1.9M 3.6k 537.73
Norfolk Southern (NSC) 0.7 $1.9M 6.6k 285.15
Chevron Corporation (CVX) 0.7 $1.8M 11k 162.85
Walgreen Boots Alliance (WBA) 0.7 $1.7M 39k 44.78
3M Company (MMM) 0.7 $1.7M 12k 148.90
Fluor Corporation (FLR) 0.6 $1.7M 58k 28.70
Global Payments (GPN) 0.6 $1.6M 12k 136.80
Diageo (DEO) 0.6 $1.6M 8.0k 203.14
Costco Wholesale Corporation (COST) 0.6 $1.6M 2.8k 575.62
Illinois Tool Works (ITW) 0.6 $1.6M 7.7k 209.41
American Electric Power Company (AEP) 0.6 $1.6M 16k 99.79
General Electric (GE) 0.6 $1.5M 17k 91.49
Deere & Company (DE) 0.6 $1.5M 3.7k 415.34
Emerson Electric (EMR) 0.6 $1.4M 15k 98.05
Zoetis Inc Cl A (ZTS) 0.6 $1.4M 7.5k 188.61
Alphabet Inc Class A cs (GOOGL) 0.5 $1.3M 481.00 2781.70
Hannon Armstrong (HASI) 0.5 $1.3M 28k 47.44
Estee Lauder Companies (EL) 0.5 $1.2M 4.6k 272.27
Spdr S&p 500 Etf S&p Etf (SPY) 0.5 $1.2M 2.6k 451.56
DTE Energy Company (DTE) 0.5 $1.2M 8.8k 132.19
Dominion Resources (D) 0.5 $1.2M 14k 84.95
Honeywell International (HON) 0.5 $1.2M 6.0k 194.62
General Mills (GIS) 0.4 $1.1M 16k 67.73
Main Street Capital Corporation (MAIN) 0.4 $1.1M 25k 42.65
McKesson Corporation (MCK) 0.4 $1.0M 3.4k 306.18
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.4 $1.0M 7.8k 130.05
Federated Short Term Inc Fund Sh Term Bond 0.4 $1.0M 121k 8.42
Amgen (AMGN) 0.4 $988k 4.1k 241.74
Comerica Incorporated (CMA) 0.4 $935k 10k 90.42
Huntington Ingalls Inds (HII) 0.4 $917k 4.6k 199.52
Kimberly-Clark Corporation (KMB) 0.4 $901k 7.3k 123.10
ProShares Pet Care ETF Pet Care Etf (PAWZ) 0.3 $885k 13k 66.54
Gilead Sciences (GILD) 0.3 $885k 15k 59.47
McCormick & Company, Incorporated (MKC) 0.3 $845k 8.5k 99.76
Darden Restaurants (DRI) 0.3 $839k 6.3k 132.96
Caterpillar (CAT) 0.3 $811k 3.6k 222.80
Atmos Energy Corporation (ATO) 0.3 $765k 6.4k 119.53
Marriott International (MAR) 0.3 $756k 4.3k 175.81
Paypal Holdings (PYPL) 0.3 $740k 6.4k 115.64
Dow (DOW) 0.3 $697k 11k 63.74
Essential Utils (WTRG) 0.3 $668k 13k 51.09
MasterCard Incorporated (MA) 0.3 $667k 1.9k 357.45
Boeing Company (BA) 0.3 $660k 3.4k 191.58
Adobe Systems Incorporated (ADBE) 0.3 $653k 1.4k 455.69
Automatic Data Processing (ADP) 0.2 $637k 2.8k 227.50
FedEx Corporation (FDX) 0.2 $636k 2.8k 231.27
Northrop Grumman Corporation (NOC) 0.2 $606k 1.4k 447.23
ETFMG Prime Cyber Security Cyber Sec Etf (HACK) 0.2 $605k 10k 58.74
Schneider Elect Sa-unsp (SBGSY) 0.2 $605k 18k 33.80
Canadian Pacific Railway (CP) 0.2 $583k 7.1k 82.52
Intuit (INTU) 0.2 $581k 1.2k 480.96
Realty Income (O) 0.2 $568k 8.2k 69.27
U.S. Bancorp (USB) 0.2 $535k 10k 53.12
Stryker Corporation (SYK) 0.2 $535k 2.0k 267.50
Yum! Brands (YUM) 0.2 $516k 4.4k 118.62
Tc Energy Corp (TRP) 0.2 $513k 9.1k 56.37
Clorox Company (CLX) 0.2 $507k 3.7k 138.90
McDonald's Corporation (MCD) 0.2 $504k 2.0k 247.06
Masco Corporation (MAS) 0.2 $459k 9.0k 51.00
Ares Capital Corporation (ARCC) 0.2 $453k 22k 20.97
Cigna Corp (CI) 0.2 $439k 1.8k 239.63
J.M. Smucker Company (SJM) 0.2 $433k 3.2k 135.31
Raytheon Technologies Corp (RTX) 0.2 $417k 4.2k 98.96
TJX Companies (TJX) 0.2 $412k 6.8k 60.59
Marathon Petroleum Corp (MPC) 0.2 $398k 4.7k 85.59
Starbucks Corporation (SBUX) 0.2 $389k 4.3k 90.97
Invesco Water Resource Port (PHO) 0.1 $382k 7.2k 53.06
Gra (GGG) 0.1 $380k 5.5k 69.64
Schlumberger (SLB) 0.1 $374k 9.1k 41.32
Marathon Oil Corporation (MRO) 0.1 $365k 15k 25.12
Ford Motor Company (F) 0.1 $349k 21k 16.90
Fisker Inc Cl A Com Stk (FSR) 0.1 $348k 27k 12.89
Resideo Technologies (REZI) 0.1 $345k 15k 23.85
Altria (MO) 0.1 $341k 6.5k 52.18
BP (BP) 0.1 $338k 12k 29.44
Cirrus Logic (CRUS) 0.1 $314k 3.7k 84.86
Tesla Motors (TSLA) 0.1 $313k 290.00 1079.31
Becton, Dickinson and (BDX) 0.1 $309k 1.2k 266.15
Eli Lilly & Co. (LLY) 0.1 $308k 1.1k 286.25
Charles Schwab Corp PFD (SCHW.PD) 0.1 $306k 12k 25.29
Medtronic (MDT) 0.1 $300k 2.7k 111.11
Dt Midstream (DTM) 0.1 $299k 5.5k 54.25
Philip Morris International (PM) 0.1 $285k 3.0k 94.00
ConocoPhillips (COP) 0.1 $281k 2.8k 99.89
Peak (PEAK) 0.1 $233k 6.8k 34.26
iShares Silver Trust Siler Etf (SLV) 0.1 $230k 10k 22.85
Albemarle Corporation (ALB) 0.1 $227k 1.0k 221.46
Mondelez Int (MDLZ) 0.1 $204k 3.2k 62.87

Past Filings by SS&H Financial Advisors

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