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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$68.4 Million 15.32% of portfolio
1,995,584
Q3 2024 Added 5.65%
$0
$55.9 Million 12.51% of portfolio
587,129
Q3 2024 Added 6.57%
$0
$28 Million 6.26% of portfolio
704,833
Q3 2024 Added 4.87%
$0
$21.6 Million 4.83% of portfolio
321,647
Q3 2024 Added 3.28%
$0
$20.4 Million 4.57% of portfolio
641,758
Q3 2024 Added 6.1%
$0
$19.8 Million 4.44% of portfolio
705,223
Q3 2024 Added 10.42%
$0
$19.6 Million 4.38% of portfolio
314,485
Q3 2024 Added 12.02%
$0
$17.1 Million 3.84% of portfolio
265,430
Q3 2024 Added 4.99%
$0
$12.2 Million 2.73% of portfolio
46,285
Q3 2024 Reduced 1.54%
$0
$10.9 Million 2.43% of portfolio
18,819
Q3 2024 Reduced 0.96%
$0
$9.23 Million 2.07% of portfolio
118,280
Q3 2024 Reduced 0.96%
$0
$9.18 Million 2.06% of portfolio
335,093
Q3 2024 Added 4.72%
$0
$8.76 Million 1.96% of portfolio
183,506
Q3 2024 Added 22.07%
$4.07T
$8.63 Million 1.93% of portfolio
37,039
Q3 2024 Reduced 0.68%
$3.39T
$6.52 Million 1.46% of portfolio
15,164
Q3 2024 Added 2.7%
$0
$5.68 Million 1.27% of portfolio
210,262
Q3 2024 Added 2.56%
$0
$4.63 Million 1.04% of portfolio
164,473
Q3 2024 Added 6.7%
$0
$4.18 Million 0.93% of portfolio
75,063
Q3 2024 Added 3.78%
$0
$3.88 Million 0.87% of portfolio
6,766
Q3 2024 Added 0.03%
$0
$3.4 Million 0.76% of portfolio
127,316
Q3 2024 Added 3.86%
$0
$3.35 Million 0.75% of portfolio
51,713
Q3 2024 Added 4.73%
$0
$3.09 Million 0.69% of portfolio
71,563
Q3 2024 Added 35.08%
$0
$2.93 Million 0.65% of portfolio
10,332
Q3 2024 Added 1.03%
$0
$2.81 Million 0.63% of portfolio
22,384
Q3 2024 Added 0.04%
$0
$2.63 Million 0.59% of portfolio
14,432
Q3 2024 Added 0.1%
$0
$2.61 Million 0.59% of portfolio
84,858
Q3 2024 Added 4.16%
$0
$2.65 Million 0.59% of portfolio
62,381
Q3 2024 Added 0.05%
$0
$2.46 Million 0.55% of portfolio
29,329
Q3 2024 Added 1.17%
$435B
$2.41 Million 0.54% of portfolio
2,723
Q2 2024 Reduced 0.69%
$1.17T
$2.25 Million 0.5% of portfolio
13,556
Q3 2024 Added 0.16%
$0
$1.99 Million 0.44% of portfolio
16,593
Q3 2024 Added 0.99%
$0
$1.94 Million 0.43% of portfolio
19,129
Q3 2024 Added 0.46%
$0
$1.91 Million 0.43% of portfolio
24,257
Q3 2024 Added 7.6%
$520B
$1.72 Million 0.38% of portfolio
6,241
Q3 2024 Reduced 2.44%
$0
$1.64 Million 0.37% of portfolio
59,101
Q3 2024 Added 2.6%
$0
$1.65 Million 0.37% of portfolio
5,263
Q3 2024 Added 0.06%
$0
$1.62 Million 0.36% of portfolio
30,273
Q3 2024 Reduced 0.55%
$0
$1.58 Million 0.35% of portfolio
45,675
Q3 2024 Added 0.25%
$0
$1.57 Million 0.35% of portfolio
7,815
Q3 2024 Added 0.4%
$0
$1.56 Million 0.35% of portfolio
23,631
Q3 2024 Added 0.42%
$699B
$1.5 Million 0.34% of portfolio
7,138
Q3 2024 Reduced 4.51%
$0
$1.54 Million 0.34% of portfolio
9,155
Q3 2024 Reduced 1.39%
$454B
$1.4 Million 0.31% of portfolio
2,393
Q3 2024 Added 0.04%
$506B
$1.41 Million 0.31% of portfolio
2,849
Q3 2024 Reduced 3.33%
$0
$1.34 Million 0.3% of portfolio
18,649
Q3 2024 Added 0.16%
$0
$1.28 Million 0.29% of portfolio
5,376
Q3 2024 Reduced 0.06%
$0
$1.2 Million 0.27% of portfolio
17,051
Q3 2024 Added 0.54%
$0
$1.19 Million 0.27% of portfolio
8,390
Q2 2024 Reduced 0.46%
$1.2T
$1.22 Million 0.27% of portfolio
7,272
Q3 2024 Added 0.03%

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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