Ss&H Financial Advisors, Inc. Portfolio Holdings

Ss&H Financial Advisors, Inc.

  • $294 Million
  • Q2 2025

Ss&H Financial Advisors, Inc. has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $294 Million distributed in 123 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $30.6M, Nvidia Corp with a value of $22.3M, Microsoft Corp with a value of $21.1M, Apple Inc. with a value of $15M, and Procter & Gamble CO with a value of $10.5M.

Examining the 13F form we can see an increase of $26.4M in the current position value, from $268M to 294M.

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

Portfolio value $294 Million
Technology: $90.7 Million
Financial Services: $50.6 Million
Healthcare: $33.9 Million
Consumer Defensive: $26.9 Million
Industrials: $25.5 Million
Consumer Cyclical: $16.1 Million
Communication Services: $13.8 Million
Energy: $11.7 Million
Other: $25.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$900B
$30.6 Million 10.39% of portfolio
105,540
Q2 2025 Added 0.13%
$443B
$22.3 Million 7.57% of portfolio
141,056
Q2 2025 Reduced 1.2%
$3.8T
$21.1 Million 7.17% of portfolio
42,428
Q2 2025 Reduced 3.29%
$3.76T
$15 Million 5.09% of portfolio
73,116
Q2 2025 Reduced 8.45%
$374B
$10.5 Million 3.58% of portfolio
66,161
Q2 2025 Added 50.08%
$788B
$9.13 Million 3.1% of portfolio
41,740
Q2 2025 Reduced 1.57%
$386B
$9.14 Million 3.1% of portfolio
49,216
Q2 2025 Added 20.37%
$2.32T
$8.32 Million 2.82% of portfolio
37,912
Q2 2025 Reduced 11.92%
$227B
$7.43 Million 2.52% of portfolio
25,215
Q2 2025 Added 1.61%
$177B
$6.27 Million 2.13% of portfolio
11,887
Q4 2023 Reduced 5.95%
$93.3B
$5.98 Million 2.03% of portfolio
17,421
Q2 2025 New
$467B
$5.78 Million 1.96% of portfolio
53,656
Q2 2025 Added 43.5%
$273B
$4.69 Million 1.59% of portfolio
67,631
Q2 2025 Reduced 1.31%
$1.47T
$4.54 Million 1.54% of portfolio
25,585
Q2 2025 Reduced 16.21%
$116B
$4.28 Million 1.45% of portfolio
14,049
Q2 2025 Added 29.5%
$210B
$4.19 Million 1.42% of portfolio
52,943
Q2 2025 Added 20.93%
$211B
$3.89 Million 1.32% of portfolio
134,506
Q2 2025 Added 2.22%
$308B
$3.85 Million 1.31% of portfolio
14,959
Q4 2024 Reduced 0.83%
$132B
$3.62 Million 1.23% of portfolio
15,738
Q2 2025 Reduced 11.28%
$198B
$3.39 Million 1.15% of portfolio
25,691
Q2 2025 Reduced 1.09%
$148B
$3.33 Million 1.13% of portfolio
11,928
Q2 2025 Reduced 8.79%
$555B
$3.28 Million 1.11% of portfolio
9,246
Q2 2025 Reduced 3.09%
$65.2B
$3.28 Million 1.11% of portfolio
62,317
Q2 2025 Added 0.97%
$69.5B
$3.2 Million 1.09% of portfolio
35,213
Q2 2025 Added 7.22%
$406B
$3.19 Million 1.08% of portfolio
67,508
Q2 2025 Reduced 1.5%
$428B
$3.12 Million 1.06% of portfolio
3,155
Q1 2025 Added 0.03%
$290B
$2.8 Million 0.95% of portfolio
39,556
Q3 2024 Reduced 5.94%
$185B
$2.73 Million 0.93% of portfolio
63,025
Q2 2025 Added 2.61%
$150B
$2.67 Million 0.91% of portfolio
8,948
Q2 2025 Reduced 0.83%
$466B
$2.6 Million 0.88% of portfolio
17,046
Q2 2025 Reduced 12.47%
$171B
$2.56 Million 0.87% of portfolio
20,765
Q4 2024 Reduced 2.35%
$6.73B
$2.54 Million 0.86% of portfolio
48,186
Q1 2025 Added 0.01%
$102B
$2.49 Million 0.85% of portfolio
3,400
Q1 2022 New
$69B
$2.43 Million 0.83% of portfolio
23,056
Q2 2025 Reduced 3.15%
$98.2B
$2.45 Million 0.83% of portfolio
53,000
Q2 2025 Reduced 1.67%
$5.83B
$2.36 Million 0.8% of portfolio
46,100
Q2 2025 Reduced 2.12%
$142B
$2.02 Million 0.69% of portfolio
3,979
Q3 2024 Added 1.27%
$134B
$1.95 Million 0.66% of portfolio
80,407
Q2 2025 Added 24.2%
$79.9B
$1.92 Million 0.65% of portfolio
14,400
Q2 2025 Added 46.94%
$50.4B
$1.92 Million 0.65% of portfolio
56,686
Q2 2025 Added 10.23%
$0
$1.83 Million 0.62% of portfolio
9,675
Q2 2025 Reduced 23.67%
$129B
$1.78 Million 0.6% of portfolio
8,480
Q2 2025 Reduced 3.42%
$554B
$1.74 Million 0.59% of portfolio
3,104
Q2 2025 Reduced 0.8%
$141B
$1.67 Million 0.57% of portfolio
24,093
Q2 2025 Reduced 14.24%
$0
$1.64 Million 0.56% of portfolio
2,656
Q4 2024 Added 0.3%
$80.9B
$1.52 Million 0.52% of portfolio
6,150
Q1 2025 Reduced 7.52%
$63.6B
$1.43 Million 0.49% of portfolio
5,600
Q4 2024 Reduced 1.75%
$25.3B
$1.41 Million 0.48% of portfolio
10,112
Q2 2025 Reduced 16.51%
$228B
$1.37 Million 0.46% of portfolio
3,525
Q3 2023 Reduced 2.76%

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $294 Million
  • Prior Value $268 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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