Ss&H Financial Advisors, Inc. Reduced Holdings in Q2 2025

Ss&H Financial Advisors, Inc.

  • $294 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-6.75K
- 8.45%
$172.42 - $223.89 $1.16M - $1.51M
73.1K $15M
Lam Research Corp
-1.75K
- 6.05%
N/A
27.2K $0
BMY
Bristol Myers Squibb CO

Healthcare
-900
- 1.67%
$44.12 - $59.6 $39.7K - $53.6K
53K $2.45M
AMGN
Amgen Inc

Healthcare
-1.15K
- 8.79%
$262.28 - $309.85 $302K - $356K
11.9K $3.33M
JNJ
Johnson & Johnson

Healthcare
-2.43K
- 12.47%
$146.36 - $159.82 $356K - $388K
17K $2.6M
UNP
Union Pacific Corp

Industrials
-2K
- 11.28%
$208.27 - $238.46 $417K - $477K
15.7K $3.62M
Amplify ETF Tr
-1K
- 14.08%
N/A
6.1K $0
PEP
Pepsico Inc

Consumer Defensive
-284
- 1.09%
$128.02 - $151.37 $36.4K - $43K
25.7K $3.39M
GOOGL
Alphabet Inc.

Communication Services
-3.73K
- 36.35%
$144.7 - $178.6 $540K - $667K
6.54K $1.15M
ADP
Automatic Data Processing Inc

Industrials
-1.4K
- 36.18%
$276.76 - $326.81 $387K - $458K
2.47K $761K
Ge Healthcare Technologies I
-208
- 4.32%
N/A
4.61K $0
ADBE
Adobe Inc.

Technology
-1K
- 63.45%
$340.0 - $420.68 $340K - $421K
576 $222K
AWK
American Water Works Company, Inc.

Utilities
-2K
- 16.51%
$133.82 - $151.96 $268K - $304K
10.1K $1.41M
DOW
Dow Inc.

Basic Materials
-3.49K
- 12.92%
$25.81 - $34.89 $90.1K - $122K
23.5K $622K
NEE
Nextera Energy Inc

Utilities
-4K
- 14.24%
$64.11 - $75.0 $256K - $300K
24.1K $1.67M
CVX
Chevron Corp

Energy
-400
- 4.12%
$133.73 - $168.51 $53.5K - $67.4K
9.31K $1.33M
ZTS
Zoetis Inc.

Healthcare
-1.5K
- 26.7%
$144.41 - $170.3 $217K - $255K
4.12K $642K
DRI
Darden Restaurants Inc

Consumer Cyclical
-1.46K
- 27.4%
$186.58 - $225.78 $271K - $329K
3.86K $840K
GOOG
Alphabet Inc.

Communication Services
-4.95K
- 16.21%
$146.58 - $180.01 $726K - $891K
25.6K $4.54M
AFL
Aflac Inc

Financial Services
-750
- 3.15%
$99.77 - $112.45 $74.8K - $84.3K
23.1K $2.43M
GIS
General Mills Inc

Consumer Defensive
-1.5K
- 9.31%
$50.37 - $60.97 $75.6K - $91.5K
14.6K $756K
MCD
Mcdonalds Corp

Consumer Cyclical
-382
- 16.1%
$285.55 - $321.23 $109K - $123K
1.99K $581K
ACN
Accenture PLC

Technology
-75
- 0.83%
$279.23 - $323.21 $20.9K - $24.2K
8.95K $2.67M
APD
Air Products & Chemicals, Inc.

Basic Materials
-433
- 32.31%
$248.61 - $294.96 $108K - $128K
907 $255K
MAS
Masco Corp

Industrials
-1.5K
- 19.67%
$58.73 - $71.06 $88.1K - $107K
6.13K $394K
XLK
Technology Sector Spdr

ETFs
-1.09K
- 36.11%
$179.73 - $253.23 $196K - $277K
1.93K $489K
CMA
Comerica Inc

Financial Services
-2.07K
- 19.43%
$50.42 - $59.65 $105K - $124K
8.6K $512K
ITA
Ishares Tr

ETFs
-3K
- 23.67%
$135.31 - $188.64 $406K - $566K
9.68K $1.83M
NKE
Nike, Inc.

Consumer Cyclical
-3K
- 22.7%
$53.27 - $72.04 $160K - $216K
10.2K $725K
HON
Honeywell International Inc

Industrials
-1K
- 17.54%
$182.86 - $232.88 $183K - $233K
4.7K $1.1M
DTE
Dte Energy CO

Utilities
-500
- 9.8%
$127.39 - $139.49 $63.7K - $69.7K
4.6K $609K
GPN
Global Payments Inc

Industrials
-200
- 4.66%
$67.47 - $99.6 $13.5K - $19.9K
4.1K $327K
XLY
Select Sector Spdr Consumer Di

ETFs
-583
- 33.31%
$176.34 - $218.59 $103K - $127K
1.17K $253K
IVV
Ishares Core S&P 500 ETF

ETFs
-183
- 27.11%
$498.8 - $620.9 $91.3K - $114K
492 $305K
V
Visa Inc.

Financial Services
-295
- 3.09%
$308.27 - $373.31 $90.9K - $110K
9.25K $3.28M
EL
Estee Lauder Companies Inc

Consumer Defensive
-1K
- 24.81%
$50.06 - $80.8 $50.1K - $80.8K
3.03K $244K
INTC
Intel Corp

Technology
-500
- 5.18%
$18.13 - $22.69 $9.07K - $11.3K
9.16K $205K
O
Realty Income Corp

Real Estate
-118
- 2.01%
$52.27 - $58.52 $6.17K - $6.91K
5.76K $331K
D
Dominion Energy, Inc

Utilities
-100
- 1.16%
$49.66 - $58.0 $4.97K - $5.8K
8.49K $480K
VTRS
Viatris Inc

Healthcare
-276
- 0.45%
$7.26 - $9.12 $2K - $2.52K
60.4K $539K
MA
Mastercard Inc

Financial Services
-25
- 0.8%
$479.92 - $590.74 $12K - $14.8K
3.1K $1.74M
WMT
Walmart Inc.

Consumer Defensive
-498
- 4.64%
$81.79 - $99.98 $40.7K - $49.8K
10.2K $1M
INTU
Intuit Inc

Technology
-137
- 11.58%
$544.07 - $787.63 $74.5K - $108K
1.05K $823K
AMZN
Amazon Com Inc

Consumer Cyclical
-5.13K
- 11.92%
$167.32 - $223.3 $858K - $1.15M
37.9K $8.32M
HII
Huntington Ingalls Industries, Inc.

Industrials
-200
- 4.17%
$183.31 - $241.46 $36.7K - $48.3K
4.6K $1.11M
BA
Boeing CO

Industrials
-300
- 3.42%
$136.59 - $217.51 $41K - $65.3K
8.48K $1.78M
BAC
Bank Of America Corp

Financial Services
-1.03K
- 1.5%
$34.39 - $47.46 $35.2K - $48.6K
67.5K $3.19M
CSCO
Cisco Systems, Inc.

Technology
-900
- 1.31%
$53.19 - $69.38 $47.9K - $62.4K
67.6K $4.69M
FLR
Fluor Corp

Industrials
-1K
- 2.12%
$30.86 - $51.42 $30.9K - $51.4K
46.1K $2.36M
Activity Summary
Buys All Purchases 28 New Holdings 6 Increased Positions 22 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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