Ss&H Financial Advisors, Inc. has filed its 13F form on May 09, 2024 for Q1 2024 where it was disclosed a total value porftolio of $240 Million distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $21.2M, Microsoft Corp with a value of $16.7M, Apple Inc. with a value of $13.5M, Nvidia Corp with a value of $12.9M, and Abb Vie Inc. with a value of $7.54M.

Examining the 13F form we can see an increase of $4.29M in the current position value, from $236M to 240M.

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

Portfolio value $240 Million
Technology: $70.1 Million
Financial Services: $36.6 Million
Healthcare: $30.8 Million
Industrials: $24.5 Million
Consumer Defensive: $24.4 Million
Consumer Cyclical: $15.9 Million
Communication Services: $9.97 Million
ETFs: $8.98 Million
Other: $17.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 115
  • Current Value $240 Million
  • Prior Value $236 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 09, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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