Sc&H Financial Advisors, Inc. Reduced Holdings in Q3 2024

Sc&H Financial Advisors, Inc.

  • $447 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-888
- 24.89%
$161.02 - $200.0 $143K - $178K
2.68K $499K
VDE
Vanguard Energy ETF

ETFs
-1.3K
- 31.43%
$117.44 - $131.06 $153K - $171K
2.84K $347K
BAC
Bank Of America Corp

Financial Services
-2.21K
- 21.05%
$36.65 - $44.13 $80.9K - $97.4K
8.28K $328K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.12K
- 28.73%
$41.9 - $48.26 $88.7K - $102K
5.26K $251K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-800
- 15.09%
$76.94 - $79.54 $61.6K - $63.6K
4.5K $357K
IYE
Ishares Tr

ETFs
-752
- 11.74%
$44.44 - $49.18 $33.4K - $37K
5.65K $261K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-45
- 8.04%
$475.2 - $527.7 $21.4K - $23.7K
515 $271K
JPM
Jpmorgan Chase & CO

Financial Services
-337
- 4.51%
$194.9 - $224.8 $65.7K - $75.8K
7.14K $1.5M
IEMG
Ishares Inc

ETFs
-166
- 0.55%
$53.64 - $53.64 $8.9K - $8.9K
30.3K $1.62M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-307
- 9.04%
$87.56 - $95.49 $26.9K - $29.3K
3.09K $295K
Dimensional ETF Trust
-2.93K
- 5.51%
N/A
50.3K $0
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-44
- 0.63%
$47.18 - $48.74 $2.08K - $2.14K
6.98K $339K
AVSF
American Centy ETF Tr Avantis

ETFs
-75
- 0.39%
$45.96 - $47.18 $3.45K - $3.54K
19.2K $906K
NOC
Northrop Grumman Corp

Industrials
-67
- 10.2%
$423.73 - $533.14 $28.4K - $35.7K
590 $311K
DISV
Dimensional ETF Tr Dimensional

ETFs
-83
- 0.61%
$26.06 - $29.18 $2.16K - $2.42K
13.5K $392K
VNQ
Vanguard Specialized Funds Van

ETFs
-30
- 1.14%
$82.97 - $98.97 $2.49K - $2.97K
2.6K $252K
V
Visa Inc.

Financial Services
-156
- 2.44%
$253.74 - $291.56 $39.6K - $45.5K
6.24K $1.72M
VTV
Vanguard Value ETF

ETFs
-17
- 0.63%
$159.75 - $174.57 $2.72K - $2.97K
2.69K $470K
SBUX
Starbucks Corp

Consumer Cyclical
-244
- 7.81%
$72.51 - $98.6 $17.7K - $24.1K
2.88K $280K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-116
- 0.97%
$57.32 - $62.65 $6.65K - $7.27K
11.9K $738K
IWM
Ishares Russell 2000 ETF

ETFs
-151
- 3.07%
$200.87 - $224.6 $30.3K - $33.9K
4.77K $1.05M
XEL
Xcel Energy Inc

Utilities
-400
- 5.76%
$52.11 - $65.3 $20.8K - $26.1K
6.54K $427K
ES
Eversource Energy

Utilities
-250
- 3.69%
$56.52 - $68.38 $14.1K - $17.1K
6.52K $443K
PAYX
Paychex Inc

Industrials
-400
- 5.1%
$116.17 - $135.19 $46.5K - $54.1K
7.45K $999K
MKC
Mccormick & CO Inc

Consumer Defensive
-280
- 3.35%
$69.44 - $84.76 $19.4K - $23.7K
8.08K $664K
PLD
Prologis, Inc.

Real Estate
-18
- 0.3%
$111.95 - $132.43 $2.02K - $2.38K
6.02K $760K
CEG
Constellation Energy Corp

Utilities
-14
- 0.92%
$167.08 - $262.86 $2.34K - $3.68K
1.51K $391K
MCD
Mcdonalds Corp

Consumer Cyclical
-20
- 1.02%
$245.82 - $304.51 $4.92K - $6.09K
1.94K $591K
VB
Vanguard Small Cap ETF

ETFs
-3
- 0.06%
$214.77 - $237.72 $644 - $713
5.38K $1.28M
MA
Mastercard Inc

Financial Services
-98
- 3.33%
$429.6 - $500.99 $42.1K - $49.1K
2.85K $1.41M
AVRE
American Centy ETF Tr Avantis
-595
- 2.41%
$40.95 - $48.28 $24.4K - $28.7K
24.1K $1.14M
VOE
Vanguard Mid Cap Value Index F

ETFs
-129
- 1.39%
$149.02 - $167.67 $19.2K - $21.6K
9.16K $1.54M
VV
Vanguard Large Cap ETF

ETFs
-726
- 1.54%
$236.92 - $263.4 $172K - $191K
46.3K $12.2M
IVV
Ishares Core S&P 500 ETF

ETFs
-183
- 0.96%
$520.18 - $576.82 $95.2K - $106K
18.8K $10.9M
IEFA
Ishares Tr

ETFs
-1.15K
- 0.96%
$70.09 - $78.74 $80.6K - $90.6K
118K $9.23M
AAPL
Apple Inc.

Technology
-252
- 0.68%
$207.23 - $234.82 $52.2K - $59.2K
37K $8.63M
Activity Summary
Buys All Purchases 87 New Holdings 9 Increased Positions 78 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sc&H Financial Advisors, Inc. Portfolio

Follow Sc&H Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sc&H Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sc&H Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email