SS&H Financial Advisors

SS&H Financial Advisors as of Dec. 31, 2024

Portfolio Holdings for SS&H Financial Advisors

SS&H Financial Advisors holds 122 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JPMorgan Chase & Co. (JPM) 9.3 $26M 107k 239.71
Apple (AAPL) 7.4 $20M 81k 250.42
NVIDIA Corporation (NVDA) 6.9 $19M 141k 134.30
Microsoft Corporation (MSFT) 6.9 $19M 45k 421.52
Amazon (AMZN) 3.5 $9.5M 43k 219.40
Procter & Gamble Company (PG) 2.7 $7.5M 45k 167.66
Abbvie (ABBV) 2.7 $7.4M 42k 177.72
Oracle Corporation (ORCL) 2.6 $7.1M 43k 166.65
S&p Global (SPGI) 2.2 $5.9M 12k 498.11
International Business Machines (IBM) 2.0 $5.5M 25k 219.87
Alphabet Cap Stk Cl C (GOOG) 1.7 $4.6M 24k 190.48
Cisco Systems (CSCO) 1.5 $4.2M 71k 59.21
Exxon Mobil Corporation (XOM) 1.5 $4.1M 38k 107.59
Union Pacific Corporation (UNP) 1.5 $4.0M 18k 228.04
Merck & Co (MRK) 1.5 $4.0M 40k 99.50
Pepsi (PEP) 1.5 $4.0M 26k 152.07
Accenture Plc Ireland Shs Class A (ACN) 1.2 $3.4M 9.5k 351.88
Amgen (AMGN) 1.2 $3.3M 13k 260.68
Bank of America Corporation (BAC) 1.1 $3.1M 70k 43.96
Colgate-Palmolive Company (CL) 1.1 $3.1M 34k 90.93
Bristol Myers Squibb (BMY) 1.1 $3.0M 54k 56.57
At&t (T) 1.1 $3.0M 133k 22.77
Visa Com Cl A (V) 1.1 $3.0M 9.5k 316.14
Corning Incorporated (GLW) 1.1 $2.9M 62k 47.52
Costco Wholesale Corporation (COST) 1.1 $2.9M 3.2k 916.61
Johnson & Johnson (JNJ) 1.0 $2.9M 20k 144.63
Spdr Gold Tr Gold Shs (GLD) 1.0 $2.6M 11k 242.14
Tractor Supply Company (TSCO) 0.9 $2.6M 48k 53.07
AFLAC Incorporated (AFL) 0.9 $2.6M 25k 103.46
Verizon Communications (VZ) 0.9 $2.5M 62k 40.00
Ge Aerospace Com New (GE) 0.9 $2.5M 15k 166.86
Coca-Cola Company (KO) 0.9 $2.5M 40k 62.27
Fluor Corporation (FLR) 0.9 $2.3M 48k 49.33
Lam Research Corp Com New (LRCX) 0.8 $2.1M 29k 72.26
Nextera Energy (NEE) 0.7 $2.0M 28k 71.73
Abbott Laboratories (ABT) 0.7 $2.0M 18k 113.12
Alphabet Cap Stk Cl A (GOOGL) 0.7 $2.0M 11k 189.32
McKesson Corporation (MCK) 0.7 $1.9M 3.4k 570.00
Pfizer (PFE) 0.7 $1.9M 70k 26.53
Ishares Tr Us Aer Def Etf (ITA) 0.7 $1.8M 13k 145.40
Micron Technology (MU) 0.6 $1.7M 21k 84.18
Illinois Tool Works (ITW) 0.6 $1.7M 6.7k 253.68
Deere & Company (DE) 0.6 $1.7M 4.0k 423.72
Mastercard Incorporated Cl A (MA) 0.6 $1.6M 3.1k 526.69
Schlumberger Com Stk (SLB) 0.6 $1.6M 42k 38.35
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.6M 2.7k 586.22
American Water Works (AWK) 0.5 $1.5M 12k 124.53
Boeing Company (BA) 0.5 $1.5M 8.3k 177.05
Chevron Corporation (CVX) 0.5 $1.4M 9.7k 144.93
American Electric Power Company (AEP) 0.5 $1.4M 15k 92.29
Norfolk Southern (NSC) 0.5 $1.3M 5.6k 234.82
Honeywell International (HON) 0.5 $1.3M 5.7k 226.06
Caterpillar (CAT) 0.5 $1.3M 3.5k 362.84
Emerson Electric (EMR) 0.4 $1.2M 9.8k 123.98
Automatic Data Processing (ADP) 0.4 $1.1M 3.9k 292.76
Main Street Capital Corporation (MAIN) 0.4 $1.1M 19k 58.59
TJX Companies (TJX) 0.4 $1.1M 9.1k 120.91
Ishares Tr Pfd And Incm Sec (PFF) 0.4 $1.1M 35k 31.46
Marriott Intl Cl A (MAR) 0.4 $1.1M 3.9k 278.97
ConocoPhillips (COP) 0.4 $1.1M 11k 99.24
General Mills (GIS) 0.4 $1.0M 16k 63.82
Wal-Mart Stores (WMT) 0.4 $1.0M 11k 90.43
Nike CL B (NKE) 0.4 $1.0M 13k 75.73
Darden Restaurants (DRI) 0.4 $992k 5.3k 186.82
Meta Platforms Cl A (META) 0.3 $958k 1.6k 585.57
Select Sector Spdr Tr Technology (XLK) 0.3 $958k 4.1k 232.75
Huntington Ingalls Inds (HII) 0.3 $944k 5.0k 188.99
Dow (DOW) 0.3 $930k 23k 40.17
Zoetis Cl A (ZTS) 0.3 $916k 5.6k 163.05
Eli Lilly & Co. (LLY) 0.3 $876k 1.1k 772.49
Kimberly-Clark Corporation (KMB) 0.3 $813k 6.2k 131.13
FedEx Corporation (FDX) 0.3 $809k 2.9k 281.39
Viatris (VTRS) 0.3 $804k 65k 12.45
Intuit (INTU) 0.3 $802k 1.3k 629.02
Atmos Energy Corporation (ATO) 0.3 $801k 5.8k 139.30
McDonald's Corporation (MCD) 0.3 $799k 2.8k 290.23
Diageo Spon Adr New (DEO) 0.3 $725k 5.7k 127.19
Adobe Systems Incorporated (ADBE) 0.3 $701k 1.6k 444.80
Marathon Petroleum Corp (MPC) 0.2 $677k 4.9k 139.59
Comerica Incorporated (CMA) 0.2 $660k 11k 61.87
Raytheon Technologies Corp (RTX) 0.2 $651k 5.6k 115.86
DTE Energy Company (DTE) 0.2 $622k 5.2k 120.78
Northrop Grumman Corporation (NOC) 0.2 $589k 1.3k 469.32
Dt Midstream Common Stock (DTM) 0.2 $587k 5.9k 99.49
Tesla Motors (TSLA) 0.2 $574k 1.4k 404.23
Masco Corporation (MAS) 0.2 $554k 7.6k 72.66
Global Payments (GPN) 0.2 $534k 4.8k 112.21
Amplify Etf Tr Amplify Cybersec (HACK) 0.2 $529k 7.1k 74.51
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $524k 2.3k 224.60
Air Products & Chemicals (APD) 0.2 $515k 1.8k 290.30
Ishares Tr Core S&p500 Etf (IVV) 0.2 $506k 858.00 589.74
Stryker Corporation (SYK) 0.2 $505k 1.4k 360.71
Dominion Resources (D) 0.2 $488k 9.0k 53.96
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.2 $474k 7.2k 65.83
Canadian Pacific Kansas City (CP) 0.2 $470k 6.5k 72.43
Clorox Company (CLX) 0.2 $452k 2.8k 162.59
Eaton Corp SHS (ETN) 0.2 $444k 1.3k 332.09
Charles Schwab Corporation (SCHW) 0.2 $437k 5.9k 74.08
Cigna Corp (CI) 0.1 $404k 1.5k 276.71
Essential Utils (WTRG) 0.1 $403k 11k 36.39
Us Bancorp Del Com New (USB) 0.1 $392k 8.2k 47.89
Home Depot (HD) 0.1 $388k 995.00 389.95
Medtronic SHS (MDT) 0.1 $380k 4.8k 79.90
Ge Healthcare Technologies I Common Stock (GEHC) 0.1 $377k 4.8k 78.26
Cirrus Logic (CRUS) 0.1 $369k 3.7k 99.73
Ford Motor Company (F) 0.1 $332k 34k 9.93
Realty Income (O) 0.1 $314k 5.9k 53.52
Lauder Estee Cos Cl A (EL) 0.1 $303k 4.0k 75.19
Republic Services (RSG) 0.1 $302k 1.5k 201.33
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $282k 8.3k 33.98
Amphenol Corp Cl A (APH) 0.1 $278k 4.0k 69.50
Smucker J M Com New (SJM) 0.1 $270k 2.5k 110.20
Ishares Silver Tr Ishares (SLV) 0.1 $266k 10k 26.43
Becton, Dickinson and (BDX) 0.1 $262k 1.2k 227.43
Shopify Cl A (SHOP) 0.1 $247k 2.3k 106.47
Cdw (CDW) 0.1 $245k 1.4k 174.50
Goldman Sachs (GS) 0.1 $230k 400.00 575.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $222k 488.00 454.92
Danaher Corporation (DHR) 0.1 $211k 917.00 230.10
Dover Corporation (DOV) 0.1 $207k 1.1k 188.18
Mccormick & Co Com Non Vtg (MKC) 0.1 $204k 2.7k 76.40
Netflix (NFLX) 0.1 $201k 225.00 893.33