Sc&H Financial Advisors, Inc. Portfolio Holdings by Sector
Sc&H Financial Advisors, Inc.
- $468 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAC AVUS DFAU DFIC DFAI DFUS AVDE AVEM 73 stocks |
$403,098
87.78% of portfolio
|
44
|
18
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$9,005
1.96% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ADBE 2 stocks |
$6,645
1.45% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META ZDGE 4 stocks |
$4,662
1.02% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$3,748
0.82% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$3,426
0.75% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$3,185
0.69% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$2,199
0.48% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$2,088
0.45% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$1,600
0.35% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
AEP XEL ES DUK 4 stocks |
$1,289
0.28% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$1,190
0.26% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$1,175
0.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$1,000
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Insurance—Property & Casualty | Financial Services
CINF 1 stocks |
$974
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO MTD DHR 3 stocks |
$973
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$938
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
PAYX 1 stocks |
$910
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX 2 stocks |
$890
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$712
0.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
MKC 1 stocks |
$706
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX TROW 2 stocks |
$700
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ ABBV 2 stocks |
$566
0.12% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
NOC TXT 2 stocks |
$499
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$469
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$443
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
ATO 1 stocks |
$436
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
TFC PNC 2 stocks |
$424
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$420
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$409
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$368
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AJG EHTH 2 stocks |
$350
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$342
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
NNN 1 stocks |
$333
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN 1 stocks |
$304
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$288
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$281
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA 1 stocks |
$264
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO 1 stocks |
$255
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
PHM 1 stocks |
$254
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
EW 1 stocks |
$250
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
BIP 1 stocks |
$243
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS 1 stocks |
$235
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
AIZ 1 stocks |
$232
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$231
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
NSC 1 stocks |
$204
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|