SS&H Financial Advisors as of Dec. 31, 2025
Portfolio Holdings for SS&H Financial Advisors
SS&H Financial Advisors holds 125 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| JPMorgan Chase & Co. (JPM) | 9.9 | $34M | 105k | 322.22 | |
| NVIDIA Corporation (NVDA) | 7.3 | $25M | 133k | 186.50 | |
| Microsoft Corporation (MSFT) | 5.9 | $20M | 42k | 483.62 | |
| Apple (AAPL) | 5.8 | $20M | 73k | 271.86 | |
| Abbvie (ABBV) | 3.2 | $11M | 49k | 228.48 | |
| Amazon (AMZN) | 2.8 | $9.5M | 41k | 230.82 | |
| Oracle Corporation (ORCL) | 2.7 | $9.3M | 48k | 194.90 | |
| Procter & Gamble Company (PG) | 2.6 | $9.0M | 63k | 143.31 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.5 | $8.7M | 28k | 313.81 | |
| International Business Machines (IBM) | 2.2 | $7.4M | 25k | 296.23 | |
| Merck & Co (MRK) | 2.0 | $6.9M | 65k | 105.26 | |
| Exxon Mobil Corporation (XOM) | 1.9 | $6.6M | 55k | 120.34 | |
| S&p Global (SPGI) | 1.8 | $6.2M | 12k | 522.59 | |
| Amgen (AMGN) | 1.7 | $5.9M | 18k | 327.33 | |
| Micron Technology (MU) | 1.7 | $5.9M | 21k | 285.42 | |
| Spdr Gold Tr Gold Shs (GLD) | 1.6 | $5.6M | 14k | 396.33 | |
| Corning Incorporated (GLW) | 1.6 | $5.5M | 63k | 87.56 | |
| Cisco Systems (CSCO) | 1.5 | $5.1M | 67k | 77.03 | |
| Sherwin-Williams Company (SHW) | 1.4 | $4.9M | 15k | 324.02 | |
| Ge Aerospace Com New (GE) | 1.3 | $4.6M | 15k | 308.04 | |
| Lam Research Corp Com New (LRCX) | 1.2 | $4.3M | 25k | 171.17 | |
| Bristol Myers Squibb (BMY) | 1.1 | $3.7M | 69k | 53.94 | |
| Bank of America Corporation (BAC) | 1.1 | $3.7M | 68k | 55.00 | |
| Union Pacific Corporation (UNP) | 1.1 | $3.6M | 16k | 231.35 | |
| Pepsi (PEP) | 1.1 | $3.6M | 25k | 143.53 | |
| Johnson & Johnson (JNJ) | 1.0 | $3.5M | 17k | 206.95 | |
| Abbott Laboratories (ABT) | 1.0 | $3.4M | 27k | 125.29 | |
| At&t (T) | 1.0 | $3.4M | 135k | 24.84 | |
| Visa Com Cl A (V) | 0.9 | $3.2M | 9.2k | 350.75 | |
| Pfizer (PFE) | 0.8 | $2.8M | 113k | 24.90 | |
| McKesson Corporation (MCK) | 0.8 | $2.8M | 3.4k | 820.29 | |
| Colgate-Palmolive Company (CL) | 0.8 | $2.8M | 35k | 79.03 | |
| Coca-Cola Company (KO) | 0.8 | $2.8M | 40k | 69.90 | |
| Huntington Ingalls Inds (HII) | 0.8 | $2.8M | 8.1k | 340.02 | |
| Costco Wholesale Corporation (COST) | 0.8 | $2.7M | 3.2k | 862.12 | |
| Caterpillar (CAT) | 0.8 | $2.6M | 4.5k | 572.82 | |
| AFLAC Incorporated (AFL) | 0.7 | $2.5M | 23k | 110.28 | |
| Verizon Communications (VZ) | 0.7 | $2.4M | 60k | 40.73 | |
| Tractor Supply Company (TSCO) | 0.7 | $2.4M | 48k | 50.01 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $2.4M | 8.9k | 268.26 | |
| Eli Lilly & Co. (LLY) | 0.6 | $2.2M | 2.0k | 1074.73 | |
| Boeing Company (BA) | 0.6 | $2.1M | 9.7k | 217.14 | |
| Ishares Tr Us Aer Def Etf (ITA) | 0.6 | $2.1M | 9.7k | 214.68 | |
| SLB Com Stk (SLB) | 0.6 | $2.0M | 52k | 38.37 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $2.0M | 6.3k | 313.08 | |
| Emerson Electric (EMR) | 0.6 | $1.9M | 14k | 132.71 | |
| Deere & Company (DE) | 0.5 | $1.9M | 4.0k | 465.69 | |
| Nextera Energy (NEE) | 0.5 | $1.8M | 23k | 80.29 | |
| Mastercard Incorporated Cl A (MA) | 0.5 | $1.8M | 3.2k | 570.85 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $1.8M | 2.7k | 681.85 | |
| Fluor Corporation (FLR) | 0.5 | $1.8M | 45k | 39.62 | |
| Medtronic SHS (MDT) | 0.5 | $1.7M | 18k | 96.08 | |
| Advanced Micro Devices (AMD) | 0.5 | $1.6M | 7.6k | 214.17 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.5 | $1.6M | 51k | 30.96 | |
| Norfolk Southern (NSC) | 0.5 | $1.6M | 5.5k | 288.73 | |
| Chevron Corporation (CVX) | 0.4 | $1.5M | 10k | 152.39 | |
| Illinois Tool Works (ITW) | 0.4 | $1.5M | 6.2k | 246.34 | |
| Raytheon Technologies Corp (RTX) | 0.4 | $1.4M | 7.7k | 183.37 | |
| American Electric Power Company (AEP) | 0.4 | $1.4M | 12k | 115.31 | |
| American Water Works (AWK) | 0.4 | $1.3M | 10k | 130.54 | |
| Marriott Intl Cl A (MAR) | 0.4 | $1.2M | 3.9k | 310.26 | |
| Wal-Mart Stores (WMT) | 0.3 | $1.2M | 11k | 111.38 | |
| Meta Platforms Cl A (META) | 0.3 | $1.2M | 1.8k | 660.36 | |
| Main Street Capital Corporation (MAIN) | 0.3 | $1.2M | 19k | 60.37 | |
| Northrop Grumman Corporation (NOC) | 0.3 | $1.1M | 2.0k | 570.07 | |
| ConocoPhillips (COP) | 0.3 | $1.0M | 11k | 93.65 | |
| Atmos Energy Corporation (ATO) | 0.3 | $933k | 5.6k | 167.66 | |
| Honeywell International (HON) | 0.3 | $917k | 4.7k | 195.02 | |
| TJX Companies (TJX) | 0.3 | $915k | 6.0k | 153.65 | |
| FedEx Corporation (FDX) | 0.2 | $830k | 2.9k | 288.70 | |
| Marathon Petroleum Corp (MPC) | 0.2 | $789k | 4.9k | 162.68 | |
| Comerica Incorporated | 0.2 | $747k | 8.6k | 86.91 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $729k | 8.5k | 85.76 | |
| Viatris (VTRS) | 0.2 | $709k | 57k | 12.46 | |
| Dt Midstream Common Stock (DTM) | 0.2 | $706k | 5.9k | 119.66 | |
| General Dynamics Corporation (GD) | 0.2 | $688k | 2.0k | 336.43 | |
| General Mills (GIS) | 0.2 | $679k | 15k | 46.48 | |
| Darden Restaurants (DRI) | 0.2 | $662k | 3.6k | 183.89 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $656k | 6.5k | 100.92 | |
| Coreweave Com Cl A (CRWV) | 0.2 | $648k | 9.1k | 71.60 | |
| Ishares Silver Tr Ishares (SLV) | 0.2 | $648k | 10k | 64.38 | |
| Tesla Motors (TSLA) | 0.2 | $639k | 1.4k | 450.00 | |
| Automatic Data Processing (ADP) | 0.2 | $635k | 2.5k | 257.08 | |
| McDonald's Corporation (MCD) | 0.2 | $608k | 2.0k | 305.53 | |
| DTE Energy Company (DTE) | 0.2 | $593k | 4.6k | 128.91 | |
| Charles Schwab Corporation (SCHW) | 0.2 | $589k | 5.9k | 99.85 | |
| Intuit (INTU) | 0.2 | $566k | 855.00 | 661.99 | |
| Amphenol Corp Cl A (APH) | 0.2 | $541k | 4.0k | 135.25 | |
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.2 | $522k | 6.5k | 80.31 | |
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.1 | $507k | 7.2k | 70.42 | |
| Cigna Corp (CI) | 0.1 | $504k | 1.8k | 275.11 | |
| Dominion Resources (D) | 0.1 | $498k | 8.5k | 58.64 | |
| Stryker Corporation (SYK) | 0.1 | $492k | 1.4k | 351.43 | |
| Us Bancorp Del Com New (USB) | 0.1 | $489k | 9.2k | 53.38 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $484k | 1.0k | 484.00 | |
| Canadian Pacific Kansas City (CP) | 0.1 | $478k | 6.5k | 73.66 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $473k | 3.3k | 144.12 | |
| Cirrus Logic (CRUS) | 0.1 | $438k | 3.7k | 118.38 | |
| Eaton Corp SHS (ETN) | 0.1 | $426k | 1.3k | 318.62 | |
| Essential Utils (WTRG) | 0.1 | $425k | 11k | 38.38 | |
| Zoetis Cl A (ZTS) | 0.1 | $415k | 3.3k | 125.76 | |
| Masco Corporation (MAS) | 0.1 | $389k | 6.1k | 63.51 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $378k | 4.6k | 82.01 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $373k | 2.3k | 160.78 | |
| Lumen Technologies (LUMN) | 0.1 | $365k | 47k | 7.78 | |
| Rh (RH) | 0.1 | $358k | 2.0k | 179.00 | |
| Goldman Sachs (GS) | 0.1 | $352k | 400.00 | 880.00 | |
| Home Depot (HD) | 0.1 | $342k | 995.00 | 343.72 | |
| Intel Corporation (INTC) | 0.1 | $330k | 9.0k | 36.85 | |
| Lauder Estee Cos Cl A (EL) | 0.1 | $317k | 3.0k | 104.62 | |
| Realty Income (O) | 0.1 | $307k | 5.4k | 56.34 | |
| Global Payments (GPN) | 0.1 | $294k | 3.8k | 77.47 | |
| Broadcom (AVGO) | 0.1 | $284k | 820.00 | 346.34 | |
| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $279k | 2.3k | 119.54 | |
| Nike CL B (NKE) | 0.1 | $269k | 4.2k | 63.77 | |
| Clorox Company (CLX) | 0.1 | $262k | 2.6k | 100.77 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $245k | 488.00 | 502.05 | |
| Smucker J M Com New (SJM) | 0.1 | $240k | 2.5k | 97.96 | |
| BP Sponsored Adr (BP) | 0.1 | $225k | 6.5k | 34.72 | |
| Air Products & Chemicals (APD) | 0.1 | $224k | 907.00 | 246.97 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $216k | 316.00 | 683.54 | |
| Dover Corporation (DOV) | 0.1 | $215k | 1.1k | 195.45 | |
| Netflix (NFLX) | 0.1 | $211k | 2.3k | 93.78 | |
| Altria (MO) | 0.1 | $205k | 3.6k | 57.75 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $202k | 576.00 | 350.69 |
