Ss&H Financial Advisors, Inc. Portfolio Holdings

Ss&H Financial Advisors, Inc.

  • $268 Million
  • Q1 2025

Ss&H Financial Advisors, Inc. has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $268 Million distributed in 122 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $25.9M, Apple Inc. with a value of $17.7M, Microsoft Corp with a value of $16.5M, Nvidia Corp with a value of $15.5M, and Abb Vie Inc. with a value of $8.57M.

Examining the 13F form we can see an decrease of $6.44M in the current position value, from $275M to 268M.

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

Portfolio value $268 Million
Technology: $76.1 Million
Financial Services: $45.5 Million
Healthcare: $33.4 Million
Consumer Defensive: $24.4 Million
Industrials: $24.3 Million
Consumer Cyclical: $16.5 Million
Communication Services: $14 Million
Energy: $10.6 Million
Other: $19.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$720B
$25.9 Million 9.64% of portfolio
105,398
Q1 2025 Reduced 1.06%
$3.57T
$17.7 Million 6.62% of portfolio
79,866
Q1 2025 Reduced 1.08%
$2.8T
$16.5 Million 6.14% of portfolio
43,870
Q1 2025 Reduced 2.05%
$270B
$15.5 Million 5.77% of portfolio
142,765
Q1 2025 Added 1.26%
$370B
$8.57 Million 3.2% of portfolio
40,886
Q1 2025 Reduced 1.38%
$1.94T
$8.19 Million 3.05% of portfolio
43,042
Q1 2025 Reduced 0.66%
$404B
$7.51 Million 2.8% of portfolio
44,084
Q1 2025 Reduced 1.42%
$223B
$6.17 Million 2.3% of portfolio
24,815
Q1 2025 Reduced 1.0%
$166B
$6.04 Million 2.25% of portfolio
11,887
Q4 2023 Reduced 5.95%
$377B
$5.93 Million 2.21% of portfolio
42,407
Q1 2025 Reduced 1.09%
$951B
$4.77 Million 1.78% of portfolio
30,535
Q1 2025 Added 25.35%
$496B
$4.45 Million 1.66% of portfolio
37,390
Q1 2025 Reduced 1.21%
$253B
$4.23 Million 1.58% of portfolio
68,531
Q1 2025 Reduced 2.84%
$145B
$4.19 Million 1.56% of portfolio
17,738
Q1 2022 New
$167B
$4.07 Million 1.52% of portfolio
13,078
Q1 2025 Added 1.95%
$227B
$3.93 Million 1.47% of portfolio
43,780
Q1 2025 Added 8.47%
$202B
$3.72 Million 1.39% of portfolio
131,580
Q1 2025 Reduced 0.9%
$573B
$3.34 Million 1.25% of portfolio
9,541
Q1 2025 Added 0.01%
$130B
$3.29 Million 1.23% of portfolio
53,900
Q4 2024 Added 10.28%
$434B
$3.23 Million 1.2% of portfolio
19,475
Q1 2025 Reduced 1.69%
$99.4B
$3.13 Million 1.17% of portfolio
10,849
Q4 2024 Added 1.88%
$78.2B
$3.08 Million 1.15% of portfolio
32,843
Q1 2025 Reduced 2.09%
$219B
$2.99 Million 1.12% of portfolio
14,959
Q4 2024 Reduced 0.83%
$419B
$2.98 Million 1.11% of portfolio
3,155
Q1 2025 Added 0.03%
$335B
$2.86 Million 1.07% of portfolio
68,533
Q1 2025 Reduced 1.47%
$310B
$2.83 Million 1.06% of portfolio
39,556
Q3 2024 Reduced 5.94%
$197B
$2.82 Million 1.05% of portfolio
9,023
Q1 2025 Reduced 5.25%
$38.7B
$2.83 Million 1.05% of portfolio
61,717
Q4 2024 Reduced 0.8%
$191B
$2.79 Million 1.04% of portfolio
61,419
Q1 2025 Reduced 1.58%
$6.12B
$2.66 Million 0.99% of portfolio
48,186
Q1 2025 Added 0.01%
$70.3B
$2.65 Million 0.99% of portfolio
23,806
Q1 2025 Reduced 3.64%
$232B
$2.33 Million 0.87% of portfolio
17,533
Q1 2025 Reduced 0.28%
$96.7B
$2.29 Million 0.85% of portfolio
3,400
Q1 2022 New
$59.3B
$2.15 Million 0.8% of portfolio
51,426
Q1 2025 Added 21.6%
Lam Research Corp
-
$2.1 Million 0.78% of portfolio
-
Q1 2025 Reduced 0.34%
$139B
$1.99 Million 0.74% of portfolio
28,093
Q4 2024 Added 0.76%
$0
$1.94 Million 0.72% of portfolio
12,675
Q4 2023 New
$142B
$1.87 Million 0.7% of portfolio
3,979
Q3 2024 Added 1.27%
$94.5B
$1.8 Million 0.67% of portfolio
20,765
Q4 2024 Reduced 2.35%
$26.8B
$1.79 Million 0.67% of portfolio
12,112
Q1 2025 Added 0.02%
$523B
$1.72 Million 0.64% of portfolio
3,129
Q4 2024 Added 1.76%
$5.14B
$1.69 Million 0.63% of portfolio
47,100
Q1 2025 Reduced 1.05%
$327B
$1.63 Million 0.61% of portfolio
9,712
Q1 2025 Added 0.04%
$142B
$1.64 Million 0.61% of portfolio
64,739
Q1 2025 Reduced 7.86%
$56.1B
$1.63 Million 0.61% of portfolio
14,898
Q1 2025 Reduced 0.29%
$922B
$1.59 Million 0.59% of portfolio
10,269
Q1 2025 Reduced 1.76%
$76.2B
$1.53 Million 0.57% of portfolio
6,150
Q1 2025 Reduced 7.52%
$102B
$1.5 Million 0.56% of portfolio
8,780
Q1 2025 Added 6.04%
$0
$1.49 Million 0.55% of portfolio
2,656
Q4 2024 Added 0.3%

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $268 Million
  • Prior Value $275 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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