SS&H Financial Advisors

SS&H Financial Advisors as of Dec. 31, 2022

Portfolio Holdings for SS&H Financial Advisors

SS&H Financial Advisors holds 113 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JPMorgan Chase & Co. (JPM) 6.6 $14M 103k 134.10
Apple (AAPL) 5.4 $11M 87k 129.93
Procter & Gamble Company (PG) 5.3 $11M 73k 151.56
Microsoft Corporation (MSFT) 4.8 $10M 42k 239.82
Abbvie (ABBV) 4.2 $8.9M 55k 161.61
Exxon Mobil Corporation (XOM) 2.9 $6.1M 55k 110.30
Pepsi (PEP) 2.6 $5.5M 30k 180.66
Merck & Co (MRK) 2.4 $5.1M 46k 110.95
Pfizer (PFE) 2.4 $5.0M 97k 51.24
Sherwin-Williams Company (SHW) 2.1 $4.4M 19k 237.33
S&p Global (SPGI) 2.0 $4.2M 13k 334.94
Johnson & Johnson (JNJ) 1.9 $3.9M 22k 176.65
International Business Machines (IBM) 1.8 $3.9M 28k 140.89
Union Pacific Corporation (UNP) 1.7 $3.7M 18k 207.07
Kos Pharmaceuticals 1.6 $3.4M 31k 109.79
Cisco Systems (CSCO) 1.6 $3.4M 71k 47.64
Bristol Myers Squibb (BMY) 1.6 $3.3M 46k 71.95
Oracle Corporation (ORCL) 1.6 $3.3M 40k 81.74
Colgate-Palmolive Company (CL) 1.6 $3.3M 41k 78.79
Amazon (AMZN) 1.5 $3.2M 39k 84.00
Coca-Cola Company (KO) 1.4 $2.8M 45k 63.61
Accenture (ACN) 1.3 $2.8M 10k 266.84
Nextera Energy (NEE) 1.2 $2.5M 30k 83.60
Tractor Supply Company (TSCO) 1.1 $2.4M 11k 224.97
Visa (V) 1.1 $2.3M 11k 207.75
AFLAC Incorporated (AFL) 1.0 $2.2M 31k 71.94
Verizon Communications (VZ) 1.0 $2.2M 55k 39.40
Nike (NKE) 1.0 $2.2M 18k 117.01
Bank of America Corporation (BAC) 1.0 $2.1M 64k 33.12
Corning Incorporated (GLW) 1.0 $2.1M 66k 31.94
American Water Works (AWK) 1.0 $2.0M 13k 152.42
NVIDIA Corporation (NVDA) 0.9 $1.9M 13k 146.14
Chevron Corporation (CVX) 0.9 $1.9M 11k 179.49
Spdr Gold Tr Gold Shs (GLD) 0.9 $1.8M 11k 169.64
At&t (T) 0.8 $1.7M 95k 18.41
Fluor Corporation (FLR) 0.8 $1.7M 50k 34.66
Illinois Tool Works (ITW) 0.8 $1.7M 7.7k 220.30
Norfolk Southern (NSC) 0.8 $1.6M 6.5k 246.42
Deere & Company (DE) 0.8 $1.6M 3.7k 428.76
Alphabet Inc Class C cs (GOOG) 0.7 $1.5M 17k 88.73
Ishares Tr Pfd And Incm Sec (PFF) 0.7 $1.5M 49k 30.53
American Electric Power Company (AEP) 0.7 $1.5M 16k 94.95
Walgreen Boots Alliance (WBA) 0.7 $1.4M 38k 37.36
Emerson Electric (EMR) 0.7 $1.4M 15k 96.06
Intel Corporation (INTC) 0.7 $1.4M 53k 26.43
General Electric (GE) 0.7 $1.4M 16k 83.79
General Mills (GIS) 0.6 $1.4M 16k 83.85
Lam Research Corporation (LRCX) 0.6 $1.3M 3.2k 420.30
Diageo (DEO) 0.6 $1.3M 7.5k 178.19
Costco Wholesale Corporation (COST) 0.6 $1.3M 2.8k 456.47
McKesson Corporation (MCK) 0.6 $1.3M 3.4k 375.12
Micron Technology (MU) 0.6 $1.3M 25k 49.98
3M Company (MMM) 0.6 $1.2M 10k 119.92
Honeywell International (HON) 0.6 $1.2M 5.6k 214.30
Estee Lauder Companies (EL) 0.5 $1.1M 4.6k 248.11
Global Payments (GPN) 0.5 $1.1M 11k 99.32
Amgen (AMGN) 0.5 $1.1M 4.1k 262.64
Huntington Ingalls Inds (HII) 0.5 $1.1M 4.6k 230.68
DTE Energy Company (DTE) 0.5 $1.0M 8.8k 117.53
Kimberly-Clark Corporation (KMB) 0.5 $994k 7.3k 135.75
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $991k 2.6k 382.43
Viatris (VTRS) 0.5 $982k 88k 11.13
Dow (DOW) 0.4 $921k 18k 50.39
Main Street Capital Corporation (MAIN) 0.4 $909k 25k 36.95
Caterpillar (CAT) 0.4 $868k 3.6k 239.56
Dominion Resources (D) 0.4 $837k 14k 61.32
Darden Restaurants (DRI) 0.4 $804k 5.8k 138.33
Alphabet Inc Class A cs (GOOGL) 0.4 $796k 9.0k 88.23
Zoetis Inc Cl A (ZTS) 0.4 $791k 5.4k 146.55
Northrop Grumman Corporation (NOC) 0.4 $739k 1.4k 545.61
Atmos Energy Corporation (ATO) 0.3 $714k 6.4k 112.07
Comerica Incorporated (CMA) 0.3 $691k 10k 66.85
Automatic Data Processing (ADP) 0.3 $669k 2.8k 238.86
Marriott International (MAR) 0.3 $640k 4.3k 148.89
Essential Utils (WTRG) 0.3 $624k 13k 47.73
MasterCard Incorporated (MA) 0.3 $621k 1.8k 347.73
Cigna Corp (CI) 0.3 $607k 1.8k 331.34
Boeing Company (BA) 0.3 $561k 2.9k 190.49
TJX Companies (TJX) 0.3 $541k 6.8k 79.60
Marathon Petroleum Corp (MPC) 0.3 $541k 4.7k 116.39
Canadian Pacific Railway 0.3 $527k 7.1k 74.59
J.M. Smucker Company (SJM) 0.2 $507k 3.2k 158.46
Clorox Company (CLX) 0.2 $498k 3.6k 140.33
FedEx Corporation (FDX) 0.2 $476k 2.8k 173.20
Intuit (INTU) 0.2 $470k 1.2k 389.22
Stryker Corporation (SYK) 0.2 $465k 1.9k 244.49
Adobe Systems Incorporated (ADBE) 0.2 $463k 1.4k 336.53
Etf Managers Tr Prime Cybr Scrty 0.2 $458k 10k 44.05
Realty Income (O) 0.2 $457k 7.2k 63.43
U.S. Bancorp (USB) 0.2 $437k 10k 43.61
Schlumberger (SLB) 0.2 $430k 8.1k 53.46
Raytheon Company 0.2 $425k 4.2k 100.92
Masco Corporation (MAS) 0.2 $420k 9.0k 46.67
Starbucks Corporation (SBUX) 0.2 $411k 4.1k 99.20
BP (BP) 0.2 $401k 12k 34.93
Marathon Oil Corporation (MRO) 0.2 $393k 15k 27.07
Paypal Holdings (PYPL) 0.2 $386k 5.4k 71.22
Ford Motor Company (F) 0.2 $381k 33k 11.63
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.2 $371k 7.2k 51.54
McCormick & Company, Incorporated (MKC) 0.2 $346k 4.2k 82.89
Tc Energy Corp (TRP) 0.2 $335k 8.4k 39.86
ConocoPhillips (COP) 0.2 $328k 2.8k 118.00
Dt Midstream (DTM) 0.1 $305k 5.5k 55.26
Eli Lilly & Co. (LLY) 0.1 $302k 826.00 365.84
Ares Capital Corporation (ARCC) 0.1 $299k 16k 18.47
Becton, Dickinson and (BDX) 0.1 $296k 1.2k 254.27
Cirrus Logic (CRUS) 0.1 $276k 3.7k 74.48
McDonald's Corporation (MCD) 0.1 $274k 1.0k 263.53
Tesla Motors (TSLA) 0.1 $243k 2.0k 123.18
Gra (GGG) 0.1 $234k 3.5k 67.26
Proshares Tr Pet Care Etf (PAWZ) 0.1 $229k 4.9k 47.10
Ishares Silver Tr Ishares (SLV) 0.1 $222k 10k 22.02
Ishares Tr Us Aer Def Etf (ITA) 0.1 $213k 1.9k 111.86