Sc&H Financial Advisors, Inc. Portfolio Holdings

Sc&H Financial Advisors, Inc.

  • $468 Million
  • Q1 2025

Sc&H Financial Advisors, Inc. has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $468 Million distributed in 151 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 $71.5M, American Centy ETF Tr Avantis with a value of $58.9M, Dimensional ETF Tr with a value of $29.9M, Dimensional ETF Tr Dimensional with a value of $23.8M, and Dimensional ETF Tr with a value of $23.7M.

Examining the 13F form we can see an increase of $7.35M in the current position value, from $461M to 468M.

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 $468 Million
ETFs: $406 Million
Technology: $17.5 Million
Financial Services: $11 Million
Consumer Defensive: $6.35 Million
Communication Services: $4.66 Million
Healthcare: $3.6 Million
Consumer Cyclical: $3.46 Million
Industrials: $3.02 Million
Other: $3.41 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$71.5 Million 15.28% of portfolio
2,166,873
Q1 2025 Added 4.97%
$0
$58.9 Million 12.59% of portfolio
637,576
Q1 2025 Added 3.29%
$0
$29.9 Million 6.39% of portfolio
777,686
Q1 2025 Added 6.25%
$0
$23.8 Million 5.09% of portfolio
857,003
Q1 2025 Added 7.32%
$0
$23.7 Million 5.07% of portfolio
759,614
Q1 2025 Added 7.0%
$0
$23.4 Million 5.0% of portfolio
387,075
Q1 2025 Added 6.04%
$0
$22.3 Million 4.76% of portfolio
336,393
Q1 2025 Reduced 0.58%
$0
$17.5 Million 3.75% of portfolio
291,468
Q1 2025 Added 2.37%
$0
$12.7 Million 2.72% of portfolio
268,071
Q1 2025 Added 5.28%
$0
$11.5 Million 2.47% of portfolio
44,897
Q1 2025 Added 0.13%
$0
$10.4 Million 2.23% of portfolio
18,549
Q1 2025 Reduced 1.0%
$0
$9.83 Million 2.1% of portfolio
379,534
Q1 2025 Added 6.84%
$3.35T
$9.01 Million 1.92% of portfolio
40,540
Q1 2025 Added 1.94%
$0
$8.95 Million 1.91% of portfolio
118,336
Q1 2025 Added 0.01%
$2.89T
$6.3 Million 1.35% of portfolio
16,776
Q1 2025 Added 0.62%
$0
$6.02 Million 1.29% of portfolio
229,665
Q1 2025 Added 8.42%
$0
$4.47 Million 0.95% of portfolio
51,228
Q1 2025 Reduced 1.66%
$0
$4.34 Million 0.93% of portfolio
103,138
Q1 2025 Added 12.23%
$0
$4 Million 0.85% of portfolio
77,612
Q1 2025 Added 0.52%
$0
$3.62 Million 0.77% of portfolio
6,466
Q1 2025 Reduced 0.48%
$0
$3.42 Million 0.73% of portfolio
57,279
Q1 2025 Added 3.12%
$0
$3.19 Million 0.68% of portfolio
11,591
Q1 2025 Reduced 0.85%
$0
$3.09 Million 0.66% of portfolio
127,236
Q1 2025 Reduced 1.36%
$0
$2.65 Million 0.57% of portfolio
94,288
Q1 2025 Added 7.66%
$0
$2.64 Million 0.56% of portfolio
14,470
Q1 2025 Added 0.08%
$0
$2.62 Million 0.56% of portfolio
63,235
Q1 2025 Reduced 1.67%
$0
$2.59 Million 0.55% of portfolio
21,213
Q1 2025 Reduced 4.52%
$432B
$2.53 Million 0.54% of portfolio
2,673
Q4 2024 Reduced 1.84%
$0
$2.43 Million 0.52% of portfolio
29,666
Q1 2025 Reduced 1.49%
$549B
$2.19 Million 0.47% of portfolio
6,241
Q3 2024 Reduced 2.44%
$0
$2.08 Million 0.44% of portfolio
21,026
Q1 2025 Added 17.42%
$905B
$2.04 Million 0.44% of portfolio
13,223
Q1 2025 Reduced 1.89%
$0
$1.99 Million 0.43% of portfolio
25,484
Q1 2025 Added 2.73%
$0
$1.9 Million 0.41% of portfolio
16,382
Q1 2025 Reduced 5.62%
$718B
$1.75 Million 0.37% of portfolio
7,142
Q4 2024 Added 0.06%
$0
$1.62 Million 0.35% of portfolio
30,201
Q1 2025 Added 0.04%
$0
$1.62 Million 0.35% of portfolio
5,268
Q1 2025 Added 0.04%
$0
$1.59 Million 0.34% of portfolio
59,186
Q1 2025 Added 0.05%
$0
$1.55 Million 0.33% of portfolio
23,832
Q1 2025 Added 0.4%
$511B
$1.56 Million 0.33% of portfolio
2,849
Q3 2024 Reduced 3.33%
$983B
$1.51 Million 0.32% of portfolio
9,691
Q1 2025 Added 9.22%
$0
$1.52 Million 0.32% of portfolio
8,148
Q1 2025 Added 4.7%
$0
$1.48 Million 0.32% of portfolio
9,215
Q1 2025 Added 0.34%
$685B
$1.4 Million 0.3% of portfolio
2,631
Q1 2025 Added 2.81%
$0
$1.31 Million 0.28% of portfolio
41,016
Q1 2025 Added 0.19%
$0
$1.21 Million 0.26% of portfolio
17,339
Q1 2025 Added 0.44%
$397B
$1.18 Million 0.25% of portfolio
2,244
Q1 2025 Reduced 1.36%
$0
$1.17 Million 0.25% of portfolio
15,599
Q1 2025 Reduced 16.48%
$0
$1.19 Million 0.25% of portfolio
5,383
Q1 2025 Added 0.13%

Summary

  • Portfolio
  • No. of Stocks 151
  • Current Value $468 Million
  • Prior Value $461 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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