SS&H Financial Advisors as of June 30, 2025
Portfolio Holdings for SS&H Financial Advisors
SS&H Financial Advisors holds 123 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| JPMorgan Chase & Co. (JPM) | 10.2 | $31M | 106k | 289.91 | |
| NVIDIA Corporation (NVDA) | 7.4 | $22M | 141k | 157.99 | |
| Microsoft Corporation (MSFT) | 7.1 | $21M | 42k | 497.41 | |
| Apple (AAPL) | 5.0 | $15M | 73k | 205.17 | |
| Procter & Gamble Company (PG) | 3.5 | $11M | 66k | 159.32 | |
| Abbvie (ABBV) | 3.1 | $9.1M | 49k | 185.62 | |
| Oracle Corporation (ORCL) | 3.0 | $9.1M | 42k | 218.63 | |
| Amazon (AMZN) | 2.8 | $8.3M | 38k | 219.39 | |
| International Business Machines (IBM) | 2.5 | $7.4M | 25k | 294.78 | |
| S&p Global (SPGI) | 2.1 | $6.3M | 12k | 527.29 | |
| Sherwin-Williams Company (SHW) | 2.0 | $6.0M | 17k | 343.36 | |
| Exxon Mobil Corporation (XOM) | 1.9 | $5.8M | 54k | 107.80 | |
| Cisco Systems (CSCO) | 1.6 | $4.7M | 68k | 69.38 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $4.5M | 26k | 177.39 | |
| Spdr Gold Tr Gold Shs (GLD) | 1.4 | $4.3M | 14k | 304.83 | |
| Merck & Co (MRK) | 1.4 | $4.2M | 53k | 79.16 | |
| Abbott Laboratories (ABT) | 1.3 | $3.9M | 29k | 136.01 | |
| At&t (T) | 1.3 | $3.9M | 135k | 28.94 | |
| Ge Aerospace Com New (GE) | 1.3 | $3.9M | 15k | 257.39 | |
| Union Pacific Corporation (UNP) | 1.2 | $3.6M | 16k | 230.08 | |
| Pepsi (PEP) | 1.1 | $3.4M | 26k | 132.04 | |
| Amgen (AMGN) | 1.1 | $3.3M | 12k | 279.21 | |
| Visa Com Cl A (V) | 1.1 | $3.3M | 9.2k | 355.04 | |
| Corning Incorporated (GLW) | 1.1 | $3.3M | 62k | 52.59 | |
| Colgate-Palmolive Company (CL) | 1.1 | $3.2M | 35k | 90.90 | |
| Bank of America Corporation (BAC) | 1.1 | $3.2M | 68k | 47.32 | |
| Costco Wholesale Corporation (COST) | 1.0 | $3.1M | 3.2k | 989.79 | |
| Coca-Cola Company (KO) | 0.9 | $2.8M | 40k | 70.75 | |
| Verizon Communications (VZ) | 0.9 | $2.7M | 63k | 43.27 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.9 | $2.7M | 8.9k | 298.89 | |
| Lam Research Corp Com New (LRCX) | 0.9 | $2.6M | 27k | 97.34 | |
| Johnson & Johnson (JNJ) | 0.9 | $2.6M | 17k | 152.75 | |
| Micron Technology (MU) | 0.9 | $2.6M | 21k | 123.25 | |
| Tractor Supply Company (TSCO) | 0.8 | $2.5M | 48k | 52.77 | |
| McKesson Corporation (MCK) | 0.8 | $2.5M | 3.4k | 732.78 | |
| Bristol Myers Squibb (BMY) | 0.8 | $2.5M | 53k | 46.29 | |
| AFLAC Incorporated (AFL) | 0.8 | $2.4M | 23k | 105.46 | |
| Fluor Corporation (FLR) | 0.8 | $2.4M | 46k | 51.27 | |
| Deere & Company (DE) | 0.7 | $2.0M | 4.0k | 508.49 | |
| Pfizer (PFE) | 0.7 | $1.9M | 80k | 24.24 | |
| Emerson Electric (EMR) | 0.6 | $1.9M | 14k | 133.33 | |
| Schlumberger Com Stk (SLB) | 0.6 | $1.9M | 57k | 33.80 | |
| Ishares Tr Us Aer Def Etf (ITA) | 0.6 | $1.8M | 9.7k | 188.64 | |
| Boeing Company (BA) | 0.6 | $1.8M | 8.5k | 209.53 | |
| Mastercard Incorporated Cl A (MA) | 0.6 | $1.7M | 3.1k | 561.90 | |
| Nextera Energy (NEE) | 0.6 | $1.7M | 24k | 69.42 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $1.6M | 2.7k | 617.85 | |
| Illinois Tool Works (ITW) | 0.5 | $1.5M | 6.2k | 247.25 | |
| Norfolk Southern (NSC) | 0.5 | $1.4M | 5.6k | 255.97 | |
| American Water Works (AWK) | 0.5 | $1.4M | 10k | 139.11 | |
| Caterpillar (CAT) | 0.5 | $1.4M | 3.5k | 388.21 | |
| Chevron Corporation (CVX) | 0.4 | $1.3M | 9.3k | 143.18 | |
| American Electric Power Company (AEP) | 0.4 | $1.2M | 12k | 103.76 | |
| Meta Platforms Cl A (META) | 0.4 | $1.2M | 1.6k | 738.09 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.2M | 6.5k | 176.23 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.4 | $1.1M | 37k | 30.68 | |
| Main Street Capital Corporation (MAIN) | 0.4 | $1.1M | 19k | 59.10 | |
| Huntington Ingalls Inds (HII) | 0.4 | $1.1M | 4.6k | 241.46 | |
| Honeywell International (HON) | 0.4 | $1.1M | 4.7k | 232.88 | |
| Marriott Intl Cl A (MAR) | 0.4 | $1.1M | 3.9k | 273.21 | |
| Wal-Mart Stores (WMT) | 0.3 | $1.0M | 10k | 97.78 | |
| ConocoPhillips (COP) | 0.3 | $979k | 11k | 89.74 | |
| Eli Lilly & Co. (LLY) | 0.3 | $962k | 1.2k | 779.53 | |
| Atmos Energy Corporation (ATO) | 0.3 | $881k | 5.7k | 154.11 | |
| Darden Restaurants (DRI) | 0.3 | $840k | 3.9k | 217.97 | |
| Kimberly-Clark Corporation (KMB) | 0.3 | $838k | 6.5k | 128.92 | |
| Intuit (INTU) | 0.3 | $824k | 1.0k | 787.63 | |
| TJX Companies (TJX) | 0.3 | $815k | 6.6k | 123.49 | |
| Marathon Petroleum Corp (MPC) | 0.3 | $806k | 4.9k | 166.11 | |
| Automatic Data Processing (ADP) | 0.3 | $762k | 2.5k | 308.40 | |
| Raytheon Technologies Corp | 0.3 | $757k | 5.2k | 146.02 | |
| General Mills (GIS) | 0.3 | $757k | 15k | 51.81 | |
| Nike CL B (NKE) | 0.2 | $726k | 10k | 71.04 | |
| FedEx Corporation (FDX) | 0.2 | $654k | 2.9k | 227.31 | |
| Dt Midstream Common Stock (DTM) | 0.2 | $649k | 5.9k | 109.91 | |
| Zoetis Cl A (ZTS) | 0.2 | $642k | 4.1k | 155.95 | |
| Northrop Grumman Corporation (NOC) | 0.2 | $628k | 1.3k | 499.98 | |
| Dow (DOW) | 0.2 | $623k | 24k | 26.48 | |
| DTE Energy Company (DTE) | 0.2 | $609k | 4.6k | 132.46 | |
| Cigna Corp (CI) | 0.2 | $606k | 1.8k | 330.58 | |
| McDonald's Corporation (MCD) | 0.2 | $581k | 2.0k | 292.17 | |
| Stryker Corporation (SYK) | 0.2 | $554k | 1.4k | 395.63 | |
| Viatris (VTRS) | 0.2 | $539k | 60k | 8.93 | |
| Charles Schwab Corporation (SCHW) | 0.2 | $538k | 5.9k | 91.24 | |
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.2 | $527k | 6.1k | 86.37 | |
| Canadian Pacific Kansas City (CP) | 0.2 | $514k | 6.5k | 79.27 | |
| Comerica Incorporated (CMA) | 0.2 | $513k | 8.6k | 59.65 | |
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.2 | $503k | 7.2k | 69.91 | |
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $489k | 1.9k | 253.23 | |
| Dominion Resources (D) | 0.2 | $480k | 8.5k | 56.52 | |
| Eaton Corp SHS (ETN) | 0.2 | $477k | 1.3k | 356.99 | |
| Medtronic SHS (MDT) | 0.2 | $476k | 5.5k | 87.17 | |
| Tesla Motors (TSLA) | 0.2 | $451k | 1.4k | 317.66 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $443k | 8.5k | 52.06 | |
| Us Bancorp Del Com New (USB) | 0.1 | $415k | 9.2k | 45.25 | |
| Essential Utils (WTRG) | 0.1 | $411k | 11k | 37.14 | |
| Amphenol Corp Cl A (APH) | 0.1 | $395k | 4.0k | 98.75 | |
| Masco Corporation (MAS) | 0.1 | $394k | 6.1k | 64.36 | |
| Ford Motor Company (F) | 0.1 | $391k | 36k | 10.85 | |
| Cirrus Logic (CRUS) | 0.1 | $386k | 3.7k | 104.26 | |
| Home Depot (HD) | 0.1 | $365k | 995.00 | 366.64 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $341k | 4.6k | 74.07 | |
| Realty Income (O) | 0.1 | $332k | 5.8k | 57.61 | |
| Ishares Silver Tr Ishares (SLV) | 0.1 | $330k | 10k | 32.81 | |
| Global Payments (GPN) | 0.1 | $328k | 4.1k | 80.04 | |
| Clorox Company (CLX) | 0.1 | $312k | 2.6k | 120.07 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $306k | 492.00 | 620.90 | |
| Netflix (NFLX) | 0.1 | $301k | 225.00 | 1339.13 | |
| Goldman Sachs (GS) | 0.1 | $283k | 400.00 | 707.75 | |
| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.1 | $276k | 2.0k | 138.15 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $268k | 2.3k | 115.35 | |
| Air Products & Chemicals (APD) | 0.1 | $256k | 907.00 | 282.06 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $254k | 1.2k | 217.33 | |
| Lauder Estee Cos Cl A (EL) | 0.1 | $245k | 3.0k | 80.80 | |
| Smucker J M Com New (SJM) | 0.1 | $241k | 2.5k | 98.20 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $237k | 488.00 | 485.77 | |
| Broadcom (AVGO) | 0.1 | $226k | 820.00 | 275.65 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $223k | 576.00 | 386.88 | |
| BP Sponsored Adr (BP) | 0.1 | $209k | 7.0k | 29.93 | |
| Altria (MO) | 0.1 | $208k | 3.6k | 58.63 | |
| Intel Corporation (INTC) | 0.1 | $205k | 9.2k | 22.40 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $202k | 2.7k | 75.82 | |
| Dover Corporation (DOV) | 0.1 | $202k | 1.1k | 183.23 |
