Ss&H Financial Advisors, Inc. Portfolio Holdings

Ss&H Financial Advisors, Inc.

  • $275 Million
  • Q4 2024

Ss&H Financial Advisors, Inc. has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $275 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 $25.5M, Apple Inc. with a value of $20.2M, Nvidia Corp with a value of $18.9M, Microsoft Corp with a value of $18.9M, and Amazon Com Inc with a value of $9.51M.

Examining the 13F form we can see an decrease of $3K in the current position value, from $275M to 275M.

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

Portfolio value $275 Million
Technology: $85.5 Million
Financial Services: $44.8 Million
Healthcare: $30.8 Million
Industrials: $25 Million
Consumer Defensive: $24.7 Million
Consumer Cyclical: $18.3 Million
Communication Services: $13.3 Million
ETFs: $10.1 Million
Other: $18.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$761B
$25.5 Million 9.3% of portfolio
106,532
Q3 2024 Added 0.4%
$3.7T
$20.2 Million 7.37% of portfolio
80,736
Q4 2024 Reduced 0.19%
$343B
$18.9 Million 6.9% of portfolio
140,995
Q4 2024 Reduced 3.62%
$3.2T
$18.9 Million 6.88% of portfolio
44,786
Q4 2024 Added 0.23%
$2.3T
$9.51 Million 3.46% of portfolio
43,327
Q4 2024 Reduced 0.46%
$382B
$7.5 Million 2.73% of portfolio
44,721
Q4 2024 Reduced 0.86%
$303B
$7.37 Million 2.68% of portfolio
41,459
Q4 2024 Added 0.45%
$434B
$7.15 Million 2.6% of portfolio
42,874
Q4 2024 Reduced 0.12%
$164B
$5.92 Million 2.16% of portfolio
11,887
Q4 2023 Reduced 5.95%
$201B
$5.51 Million 2.01% of portfolio
25,065
Q4 2024 Reduced 0.28%
$1.2T
$4.64 Million 1.69% of portfolio
24,360
Q4 2024 Added 1.04%
$247B
$4.18 Million 1.52% of portfolio
70,531
Q4 2024 Reduced 0.81%
$468B
$4.07 Million 1.48% of portfolio
37,847
Q4 2024 Added 0.13%
$144B
$4.05 Million 1.47% of portfolio
17,738
Q1 2022 New
$248B
$4.02 Million 1.46% of portfolio
40,362
Q4 2024 Added 0.75%
$204B
$3.99 Million 1.45% of portfolio
26,258
Q4 2024 Reduced 0.54%
$146B
$3.34 Million 1.22% of portfolio
12,828
Q4 2024 Added 8.44%
$74B
$3.05 Million 1.11% of portfolio
33,543
Q1 2024 Reduced 18.21%
$120B
$3.05 Million 1.11% of portfolio
53,900
Q4 2024 Added 10.28%
$373B
$3.06 Million 1.11% of portfolio
69,558
Q4 2024 Reduced 0.36%
$523B
$3.02 Million 1.1% of portfolio
9,540
Q4 2024 Added 1.55%
$159B
$3.02 Million 1.1% of portfolio
132,780
Q4 2024 Reduced 0.75%
$42.2B
$2.93 Million 1.07% of portfolio
61,717
Q4 2024 Reduced 0.8%
$417B
$2.89 Million 1.05% of portfolio
3,154
Q4 2024 Added 6.88%
$384B
$2.87 Million 1.04% of portfolio
19,809
Q4 2024 Reduced 0.83%
$86B
$2.63 Million 0.96% of portfolio
10,849
Q4 2024 Added 1.88%
$67.3B
$2.56 Million 0.93% of portfolio
24,706
Q4 2024 Reduced 0.6%
$5.96B
$2.56 Million 0.93% of portfolio
48,180
Q4 2024 Added 413.92%
$163B
$2.5 Million 0.91% of portfolio
62,406
Q4 2024 Reduced 0.12%
$200B
$2.5 Million 0.91% of portfolio
14,959
Q4 2024 Reduced 0.83%
$271B
$2.46 Million 0.9% of portfolio
39,556
Q3 2024 Reduced 5.94%
$7.16B
$2.35 Million 0.86% of portfolio
47,600
Q3 2024 Reduced 0.42%
Lam Research Corp
-
$2.1 Million 0.76% of portfolio
-
Q4 2024 New
$139B
$2.02 Million 0.73% of portfolio
28,093
Q4 2024 Added 0.76%
$199B
$1.99 Million 0.72% of portfolio
17,583
Q4 2024 Reduced 0.28%
$1.17T
$1.98 Million 0.72% of portfolio
10,453
Q3 2024 Added 16.48%
$85.2B
$1.94 Million 0.71% of portfolio
3,400
Q1 2022 New
$148B
$1.86 Million 0.68% of portfolio
70,260
Q4 2024 Reduced 4.11%
$0
$1.84 Million 0.67% of portfolio
12,675
Q4 2023 New
$115B
$1.75 Million 0.64% of portfolio
20,765
Q4 2024 Reduced 2.35%
$78.8B
$1.69 Million 0.61% of portfolio
6,650
Q3 2023 Reduced 6.99%
$137B
$1.69 Million 0.61% of portfolio
3,979
Q3 2024 Added 1.27%
$500B
$1.65 Million 0.6% of portfolio
3,129
Q4 2024 Added 1.76%
$61.8B
$1.62 Million 0.59% of portfolio
42,291
Q4 2024 Added 12.65%
$0
$1.56 Million 0.57% of portfolio
2,656
Q4 2024 Added 0.3%
$23B
$1.51 Million 0.55% of portfolio
12,110
Q4 2024 Added 3.5%
$102B
$1.47 Million 0.53% of portfolio
8,280
Q4 2024 Added 7.25%
$316B
$1.41 Million 0.51% of portfolio
9,708
Q4 2024 Added 2.73%
$50B
$1.38 Million 0.5% of portfolio
14,942
Q4 2024 Added 3.36%

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $275 Million
  • Prior Value $275 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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