Sc&H Financial Advisors, Inc. Portfolio Holdings

Sc&H Financial Advisors, Inc.

  • $447 Million
  • Q3 2024

Sc&H Financial Advisors, Inc. has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $447 Million distributed in 153 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $68.4M, American Centy ETF Tr Avantis with a value of $55.9M, Dimensional ETF Tr with a value of $28M, American Centy ETF Tr Avantis with a value of $21.6M, and Dimensional ETF Tr with a value of $20.4M.

Examining the 13F form we can see an increase of $45.3M in the current position value, from $401M to 447M.

Sc&H Financial Advisors, Inc. is based out at Sparks, MD

Below you can find more details about Sc&H Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $447 Million
ETFs: $383 Million
Technology: $18.5 Million
Financial Services: $9.68 Million
Consumer Defensive: $6.21 Million
Healthcare: $4.65 Million
Communication Services: $4.57 Million
Industrials: $3.69 Million
Consumer Cyclical: $3.58 Million
Other: $4.11 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$149M
$40,000 0.01% of portfolio
10,000
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 153
  • Current Value $447 Million
  • Prior Value $401 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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