SS&H Financial Advisors

SS&H Financial Advisors as of March 31, 2025

Portfolio Holdings for SS&H Financial Advisors

SS&H Financial Advisors holds 122 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JPMorgan Chase & Co. (JPM) 9.6 $26M 105k 245.30
Apple (AAPL) 6.6 $18M 80k 222.13
Microsoft Corporation (MSFT) 6.1 $17M 44k 375.38
NVIDIA Corporation (NVDA) 5.8 $16M 143k 108.38
Abbvie (ABBV) 3.2 $8.6M 41k 209.53
Amazon (AMZN) 3.1 $8.2M 43k 190.26
Procter & Gamble Company (PG) 2.8 $7.5M 44k 170.42
International Business Machines (IBM) 2.3 $6.2M 25k 248.64
S&p Global (SPGI) 2.3 $6.0M 12k 508.12
Oracle Corporation (ORCL) 2.2 $5.9M 42k 139.81
Alphabet Cap Stk Cl C (GOOG) 1.8 $4.8M 31k 156.21
Exxon Mobil Corporation (XOM) 1.7 $4.4M 37k 118.94
Cisco Systems (CSCO) 1.6 $4.2M 69k 61.71
Union Pacific Corporation (UNP) 1.6 $4.2M 18k 236.22
Amgen (AMGN) 1.5 $4.1M 13k 311.52
Merck & Co (MRK) 1.5 $3.9M 44k 89.77
Pepsi (PEP) 1.5 $3.9M 26k 149.95
At&t (T) 1.4 $3.7M 132k 28.28
Visa Com Cl A (V) 1.2 $3.3M 9.5k 350.49
Bristol Myers Squibb (BMY) 1.2 $3.3M 54k 60.98
Johnson & Johnson (JNJ) 1.2 $3.2M 20k 165.85
Spdr Gold Tr Gold Shs (GLD) 1.2 $3.1M 11k 288.14
Colgate-Palmolive Company (CL) 1.1 $3.1M 33k 93.69
Ge Aerospace Com New (GE) 1.1 $3.0M 15k 200.15
Costco Wholesale Corporation (COST) 1.1 $3.0M 3.2k 945.48
Bank of America Corporation (BAC) 1.1 $2.9M 69k 41.73
Coca-Cola Company (KO) 1.1 $2.8M 40k 71.62
Corning Incorporated (GLW) 1.1 $2.8M 62k 45.77
Accenture Plc Ireland Shs Class A (ACN) 1.1 $2.8M 9.0k 312.09
Verizon Communications (VZ) 1.0 $2.8M 61k 45.36
Tractor Supply Company (TSCO) 1.0 $2.7M 48k 55.10
AFLAC Incorporated (AFL) 1.0 $2.6M 24k 111.19
Abbott Laboratories (ABT) 0.9 $2.3M 18k 132.66
McKesson Corporation (MCK) 0.9 $2.3M 3.4k 672.94
Schlumberger Com Stk (SLB) 0.8 $2.1M 51k 41.81
Lam Research Corp Com New (LRCX) 0.8 $2.1M 29k 72.71
Nextera Energy (NEE) 0.7 $2.0M 28k 70.91
Ishares Tr Us Aer Def Etf (ITA) 0.7 $1.9M 13k 153.14
Deere & Company (DE) 0.7 $1.9M 4.0k 469.46
Micron Technology (MU) 0.7 $1.8M 21k 86.88
American Water Works (AWK) 0.7 $1.8M 12k 147.54
Mastercard Incorporated Cl A (MA) 0.6 $1.7M 3.1k 548.10
Fluor Corporation (FLR) 0.6 $1.7M 47k 35.82
Pfizer (PFE) 0.6 $1.6M 65k 25.33
American Electric Power Company (AEP) 0.6 $1.6M 15k 109.28
Chevron Corporation (CVX) 0.6 $1.6M 9.7k 167.32
Alphabet Cap Stk Cl A (GOOGL) 0.6 $1.6M 10k 154.64
Illinois Tool Works (ITW) 0.6 $1.5M 6.2k 247.97
Boeing Company (BA) 0.6 $1.5M 8.8k 170.50
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.5M 2.7k 559.49
Norfolk Southern (NSC) 0.5 $1.3M 5.6k 236.79
Honeywell International (HON) 0.5 $1.2M 5.7k 211.68
Automatic Data Processing (ADP) 0.4 $1.2M 3.9k 305.43
Caterpillar (CAT) 0.4 $1.2M 3.5k 329.93
ConocoPhillips (COP) 0.4 $1.1M 11k 105.01
Darden Restaurants (DRI) 0.4 $1.1M 5.3k 207.72
Main Street Capital Corporation (MAIN) 0.4 $1.1M 19k 56.56
Emerson Electric (EMR) 0.4 $1.1M 9.8k 109.59
Ishares Tr Pfd And Incm Sec (PFF) 0.4 $1.1M 35k 30.72
Huntington Ingalls Inds (HII) 0.4 $978k 4.8k 203.96
General Mills (GIS) 0.4 $963k 16k 59.78
Meta Platforms Cl A (META) 0.4 $943k 1.6k 576.41
Wal-Mart Stores (WMT) 0.4 $943k 11k 87.83
Dow (DOW) 0.4 $943k 27k 34.92
Eli Lilly & Co. (LLY) 0.3 $937k 1.1k 826.28
Marriott Intl Cl A (MAR) 0.3 $929k 3.9k 238.21
Zoetis Cl A (ZTS) 0.3 $925k 5.6k 164.65
Atmos Energy Corporation (ATO) 0.3 $883k 5.7k 154.51
Kimberly-Clark Corporation (KMB) 0.3 $868k 6.1k 142.30
Nike CL B (NKE) 0.3 $839k 13k 63.47
TJX Companies (TJX) 0.3 $804k 6.6k 121.82
McDonald's Corporation (MCD) 0.3 $741k 2.4k 312.39
Intuit (INTU) 0.3 $726k 1.2k 613.69
Raytheon Technologies Corp (RTX) 0.3 $711k 5.4k 132.43
Marathon Petroleum Corp (MPC) 0.3 $707k 4.9k 145.77
DTE Energy Company (DTE) 0.3 $705k 5.1k 138.24
FedEx Corporation (FDX) 0.3 $701k 2.9k 243.83
Northrop Grumman Corporation (NOC) 0.2 $643k 1.3k 512.35
Comerica Incorporated (CMA) 0.2 $630k 11k 59.06
Select Sector Spdr Tr Technology (XLK) 0.2 $624k 3.0k 206.35
Adobe Systems Incorporated (ADBE) 0.2 $604k 1.6k 383.25
Dt Midstream Common Stock (DTM) 0.2 $569k 5.9k 96.44
Masco Corporation (MAS) 0.2 $530k 7.6k 69.51
Viatris (VTRS) 0.2 $528k 61k 8.70
Stryker Corporation (SYK) 0.2 $521k 1.4k 372.14
Amplify Etf Tr Amplify Cybersec (HACK) 0.2 $510k 7.1k 71.83
Dominion Resources (D) 0.2 $482k 8.6k 56.09
Cigna Corp (CI) 0.2 $480k 1.5k 328.77
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.2 $465k 7.2k 64.58
Charles Schwab Corporation (SCHW) 0.2 $462k 5.9k 78.32
Canadian Pacific Kansas City (CP) 0.2 $456k 6.5k 70.27
Essential Utils (WTRG) 0.2 $438k 11k 39.55
Medtronic SHS (MDT) 0.2 $427k 4.8k 89.78
Global Payments (GPN) 0.2 $421k 4.3k 98.02
Air Products & Chemicals (APD) 0.1 $395k 1.3k 294.78
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $391k 8.5k 46.00
Ge Healthcare Technologies I Common Stock (GEHC) 0.1 $389k 4.8k 80.76
Clorox Company (CLX) 0.1 $383k 2.6k 147.31
Ishares Tr Core S&p500 Etf (IVV) 0.1 $379k 675.00 561.48
Cirrus Logic (CRUS) 0.1 $369k 3.7k 99.73
Tesla Motors (TSLA) 0.1 $368k 1.4k 259.15
Home Depot (HD) 0.1 $365k 995.00 366.83
Eaton Corp SHS (ETN) 0.1 $363k 1.3k 271.50
Us Bancorp Del Com New (USB) 0.1 $346k 8.2k 42.27
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $346k 1.8k 197.71
Realty Income (O) 0.1 $341k 5.9k 58.01
Ishares Silver Tr Ishares (SLV) 0.1 $312k 10k 31.00
Smucker J M Com New (SJM) 0.1 $290k 2.5k 118.37
Ford Motor Company (F) 0.1 $281k 28k 10.02
Lauder Estee Cos Cl A (EL) 0.1 $266k 4.0k 66.00
Becton, Dickinson and (BDX) 0.1 $264k 1.2k 229.17
Amphenol Corp Cl A (APH) 0.1 $262k 4.0k 65.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $260k 488.00 532.79
Republic Services (RSG) 0.1 $242k 1.0k 242.00
Cdw (CDW) 0.1 $225k 1.4k 160.26
Shopify Cl A (SHOP) 0.1 $222k 2.3k 95.69
Mccormick & Co Com Non Vtg (MKC) 0.1 $220k 2.7k 82.40
Goldman Sachs (GS) 0.1 $219k 400.00 547.50
Intel Corporation (INTC) 0.1 $219k 9.7k 22.68
Altria (MO) 0.1 $213k 3.6k 60.00
Starbucks Corporation (SBUX) 0.1 $210k 2.1k 97.95
Netflix (NFLX) 0.1 $210k 225.00 933.33