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
$1.12T
$1.08 Million 0.23% of portfolio
1,876
Q3 2024 Added 3.42%
$0
$1.1 Million 0.23% of portfolio
25,528
Q1 2025 Added 7.79%
$378B
$1 Million 0.21% of portfolio
5,871
Q1 2025 Reduced 9.27%
$0
$962,000 0.21% of portfolio
7,092
Q1 2025 Added 0.01%
$0
$975,000 0.21% of portfolio
15,716
Q1 2025 Added 16.29%
$0
$979,000 0.21% of portfolio
11,983
Q1 2025 Reduced 3.25%
$21.5B
$974,000 0.21% of portfolio
6,600
Q2 2024 Reduced 6.05%
$368B
$932,000 0.2% of portfolio
2,545
Q4 2024 Reduced 4.5%
$21.3B
$938,000 0.2% of portfolio
4,564
Q4 2024 Reduced 2.04%
$0
$952,000 0.2% of portfolio
4,773
Q1 2025 Added 0.08%
$0
$927,000 0.2% of portfolio
19,842
Q1 2025 Reduced 0.8%
$0
$873,000 0.19% of portfolio
3,571
Q2 2024 Reduced 11.35%
$52B
$910,000 0.19% of portfolio
5,902
Q4 2024 Reduced 20.78%
$260B
$898,000 0.19% of portfolio
10,232
Q4 2024 Added 1.02%
$0
$853,000 0.18% of portfolio
12,220
Q1 2025 Reduced 7.59%
$0
$848,000 0.18% of portfolio
3,281
Q1 2024 Added 2.76%
$0
$804,000 0.17% of portfolio
13,788
Q1 2025 Added 0.11%
$478B
$798,000 0.17% of portfolio
1
Q4 2021 New
$18.8B
$706,000 0.15% of portfolio
8,579
Q1 2025 Added 6.19%
$0
$722,000 0.15% of portfolio
4,196
Q1 2025 Added 0.29%
$0
$708,000 0.15% of portfolio
17,543
Q1 2025 Reduced 12.67%
$0
$722,000 0.15% of portfolio
21,793
Q1 2025 Added 0.24%
$1.9T
$712,000 0.15% of portfolio
3,743
Q1 2025 Added 2.44%
$138B
$668,000 0.14% of portfolio
2,867
Q3 2024 Added 0.1%
$265B
$659,000 0.14% of portfolio
6,085
Q1 2025 Added 19.93%
$233B
$606,000 0.13% of portfolio
1,943
Q3 2024 Reduced 1.02%
$0
$619,000 0.13% of portfolio
1,321
Q3 2024 Added 2.24%
$0
$498,000 0.11% of portfolio
970
Q1 2025 Added 71.08%
$76.2B
$531,000 0.11% of portfolio
3,175
Q1 2025 Reduced 3.05%
$0
$494,000 0.11% of portfolio
2,630
Q1 2025 Added 0.19%
$167B
$508,000 0.11% of portfolio
1,021
Q4 2024 Reduced 14.35%
$0
$493,000 0.11% of portfolio
7,890
Q1 2025 Added 41.14%
$0
$467,000 0.1% of portfolio
2,709
Q1 2025 Added 0.3%
$72.2B
$469,000 0.1% of portfolio
4,273
Q1 2025 Reduced 18.96%
$0
$406,000 0.09% of portfolio
5,144
Q4 2024 Added 14.31%
$95.4B
$420,000 0.09% of portfolio
3,761
Q4 2024 Reduced 37.52%
$89.8B
$443,000 0.09% of portfolio
6,541
Q3 2024 Added 0.05%
$54.8B
$413,000 0.09% of portfolio
3,783
Q1 2025 Added 71.33%
$0
$444,000 0.09% of portfolio
18,706
Q1 2025 Added 0.08%
$0
$433,000 0.09% of portfolio
3,935
Q2 2022 Reduced 20.57%
$26.5B
$409,000 0.09% of portfolio
2,773
Q4 2024 Reduced 17.96%
$22.3B
$436,000 0.09% of portfolio
2,824
Q1 2024 Reduced 19.82%
$0
$368,000 0.08% of portfolio
2,842
Q4 2024 Added 0.04%
$71.3B
$368,000 0.08% of portfolio
2,238
Q4 2024 Reduced 14.12%
$0
$393,000 0.08% of portfolio
13,497
Q3 2024 Reduced 0.61%
$0
$354,000 0.08% of portfolio
7,325
Q1 2025 Added 5.56%
$38.4B
$395,000 0.08% of portfolio
5,592
Q4 2024 Reduced 14.53%
$95.4B
$353,000 0.08% of portfolio
2,532
Q4 2023 Reduced 25.62%
$20.2B
$347,000 0.07% of portfolio
3,785
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
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