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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$859B
$30.6 Million 10.39% of portfolio
105,540
Q2 2025 Added 0.13%
$456B
$22.3 Million 7.57% of portfolio
141,056
Q2 2025 Reduced 1.2%
$3.95T
$21.1 Million 7.17% of portfolio
42,428
Q2 2025 Reduced 3.29%
$3.69T
$15 Million 5.09% of portfolio
73,116
Q2 2025 Reduced 8.45%
$368B
$10.5 Million 3.58% of portfolio
66,161
Q2 2025 Added 50.08%
$684B
$9.13 Million 3.1% of portfolio
41,740
Q2 2025 Reduced 1.57%
$351B
$9.14 Million 3.1% of portfolio
49,216
Q2 2025 Added 20.37%
$2.26T
$8.32 Million 2.82% of portfolio
37,912
Q2 2025 Reduced 11.92%
$210B
$7.43 Million 2.52% of portfolio
25,215
Q2 2025 Added 1.61%
$182B
$6.27 Million 2.13% of portfolio
11,887
Q4 2023 Reduced 5.95%
$92.8B
$5.98 Million 2.03% of portfolio
17,421
Q2 2025 New
$442B
$5.78 Million 1.96% of portfolio
53,656
Q2 2025 Added 43.5%
$293B
$4.69 Million 1.59% of portfolio
67,631
Q2 2025 Reduced 1.31%
$1.24T
$4.54 Million 1.54% of portfolio
25,585
Q2 2025 Reduced 16.21%
$203B
$4.19 Million 1.42% of portfolio
52,943
Q2 2025 Added 20.93%
$229B
$3.94 Million 1.34% of portfolio
28,933
Q2 2025 Added 65.02%
$306B
$3.85 Million 1.31% of portfolio
14,959
Q4 2024 Reduced 0.83%
$135B
$3.62 Million 1.23% of portfolio
15,738
Q2 2025 Reduced 11.28%
$202B
$3.39 Million 1.15% of portfolio
25,691
Q2 2025 Reduced 1.09%
$152B
$3.33 Million 1.13% of portfolio
11,928
Q2 2025 Reduced 8.79%
$551B
$3.28 Million 1.11% of portfolio
9,246
Q2 2025 Reduced 3.09%
$55.6B
$3.28 Million 1.11% of portfolio
62,317
Q2 2025 Added 0.97%
$70.9B
$3.2 Million 1.09% of portfolio
35,213
Q2 2025 Added 7.22%
$381B
$3.19 Million 1.08% of portfolio
67,508
Q2 2025 Reduced 1.5%
$439B
$3.12 Million 1.06% of portfolio
3,155
Q1 2025 Added 0.03%
$306B
$2.8 Million 0.95% of portfolio
39,556
Q3 2024 Reduced 5.94%
$182B
$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%
$452B
$2.6 Million 0.88% of portfolio
17,046
Q2 2025 Reduced 12.47%
$139B
$2.56 Million 0.87% of portfolio
20,765
Q4 2024 Reduced 2.35%
$6.58B
$2.54 Million 0.86% of portfolio
48,186
Q1 2025 Added 0.01%
$94.7B
$2.49 Million 0.85% of portfolio
3,400
Q1 2022 New
$65.4B
$2.43 Million 0.83% of portfolio
23,056
Q2 2025 Reduced 3.15%
$99B
$2.45 Million 0.83% of portfolio
53,000
Q2 2025 Reduced 1.67%
$6.17B
$2.36 Million 0.8% of portfolio
46,100
Q2 2025 Reduced 2.12%
$153B
$2.02 Million 0.69% of portfolio
3,979
Q3 2024 Added 1.27%
$138B
$1.95 Million 0.66% of portfolio
80,407
Q2 2025 Added 24.2%
$78.6B
$1.92 Million 0.65% of portfolio
14,400
Q2 2025 Added 46.94%
$46.7B
$1.92 Million 0.65% of portfolio
56,686
Q2 2025 Added 10.23%
$139B
$1.78 Million 0.6% of portfolio
8,480
Q2 2025 Reduced 3.42%
$548B
$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%
$80B
$1.52 Million 0.52% of portfolio
6,150
Q1 2025 Reduced 7.52%
$64.4B
$1.43 Million 0.49% of portfolio
5,600
Q4 2024 Reduced 1.75%
$25.8B
$1.41 Million 0.48% of portfolio
10,112
Q2 2025 Reduced 16.51%
$218B
$1.37 Million 0.46% of portfolio
3,525
Q3 2023 Reduced 2.76%
$302B
$1.33 Million 0.45% of portfolio
9,312
Q2 2025 Reduced 4.12%
$57.5B
$1.23 Million 0.42% of portfolio
11,898
Q2 2025 Reduced 20.14%
$1.78T
$1.21 Million 0.41% of portfolio
1,636
Q3 2024 New

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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