Ss&H Financial Advisors, Inc. Portfolio Holdings

Ss&H Financial Advisors, Inc.

  • $268 Million
  • Q1 2025

Ss&H Financial Advisors, Inc. has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $268 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 $25.9M, Apple Inc. with a value of $17.7M, Microsoft Corp with a value of $16.5M, Nvidia Corp with a value of $15.5M, and Abb Vie Inc. with a value of $8.57M.

Examining the 13F form we can see an decrease of $6.44M in the current position value, from $275M to 268M.

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

Portfolio value $268 Million
Technology: $76.1 Million
Financial Services: $45.5 Million
Healthcare: $33.4 Million
Consumer Defensive: $24.4 Million
Industrials: $24.3 Million
Consumer Cyclical: $16.5 Million
Communication Services: $14 Million
Energy: $10.6 Million
Other: $19.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$121B
$1.15 Million 0.43% of portfolio
10,913
Q4 2024 Added 266.09%
$27.6B
$1.1 Million 0.41% of portfolio
5,310
Q3 2023 Reduced 8.61%
$4.37B
$1.09 Million 0.41% of portfolio
19,200
Q4 2023 Reduced 4.95%
$75.9B
$1.07 Million 0.4% of portfolio
9,800
Q1 2024 Reduced 32.88%
$9.37B
$978,000 0.36% of portfolio
4,795
Q1 2025 Reduced 4.0%
$31.5B
$963,000 0.36% of portfolio
16,108
Q1 2022 New
$84.4B
$929,000 0.35% of portfolio
3,900
Q3 2023 Reduced 9.3%
$73.6B
$925,000 0.35% of portfolio
5,618
Q4 2024 Added 9.77%
$1.53T
$943,000 0.35% of portfolio
1,636
Q3 2024 New
$261B
$943,000 0.35% of portfolio
10,737
Q1 2025 Reduced 4.43%
$19.5B
$943,000 0.35% of portfolio
27,001
Q1 2025 Added 16.63%
$725B
$937,000 0.35% of portfolio
1,134
Q4 2024 Added 18.25%
$21.5B
$883,000 0.33% of portfolio
5,715
Q1 2025 Reduced 0.61%
$43.3B
$868,000 0.32% of portfolio
6,100
Q1 2025 Reduced 1.61%
$75.3B
$839,000 0.31% of portfolio
13,218
Q3 2024 Reduced 30.29%
$143B
$804,000 0.3% of portfolio
6,600
Q1 2025 Reduced 27.85%
$216B
$711,000 0.27% of portfolio
5,369
Q1 2025 Reduced 4.45%
$215B
$726,000 0.27% of portfolio
1,183
Q1 2025 Reduced 7.22%
$58.8B
$701,000 0.26% of portfolio
2,875
Q4 2024 Reduced 2.54%
$84.3B
$707,000 0.26% of portfolio
4,850
Q3 2024 Added 11.49%
$25.6B
$705,000 0.26% of portfolio
5,100
Q1 2025 Reduced 0.97%
$76.6B
$643,000 0.24% of portfolio
1,255
Q4 2023 Reduced 0.4%
$7.4B
$630,000 0.24% of portfolio
10,668
Q4 2024 Reduced 1.6%
$175B
$604,000 0.23% of portfolio
1,576
Q4 2024 Added 14.53%
$10.3B
$569,000 0.21% of portfolio
5,900
Q4 2024 Reduced 4.84%
$13.8B
$530,000 0.2% of portfolio
7,625
Q3 2023 Reduced 4.69%
$10.8B
$528,000 0.2% of portfolio
60,669
Q1 2025 Reduced 6.05%
$142B
$521,000 0.19% of portfolio
1,400
Q4 2023 Reduced 26.32%
$45.1B
$482,000 0.18% of portfolio
8,593
Q1 2025 Reduced 4.98%
$95.9B
$480,000 0.18% of portfolio
1,460
Q1 2024 Reduced 20.31%
$162B
$462,000 0.17% of portfolio
5,899
Q2 2024 New
$9.79B
$438,000 0.16% of portfolio
11,074
Q3 2023 Reduced 8.28%
$115B
$427,000 0.16% of portfolio
4,756
Q4 2023 Added 72.57%
$21.2B
$421,000 0.16% of portfolio
4,295
Q1 2025 Reduced 9.75%
$60B
$395,000 0.15% of portfolio
1,340
Q1 2025 Reduced 24.46%
$5.84B
$369,000 0.14% of portfolio
3,700
Q1 2022 New
$1.02T
$368,000 0.14% of portfolio
1,420
Q2 2024 Reduced 29.7%
$14.9B
$383,000 0.14% of portfolio
2,600
Q1 2025 Reduced 6.47%
$358B
$365,000 0.14% of portfolio
995
Q3 2024 Added 32.14%
$132B
$363,000 0.14% of portfolio
1,337
Q2 2024 New
$64.3B
$346,000 0.13% of portfolio
8,186
Q3 2024 Reduced 20.07%
$35.3B
$341,000 0.13% of portfolio
5,878
Q1 2025 Added 0.19%
$10.3B
$290,000 0.11% of portfolio
2,450
Q1 2024 Added 8.89%
$631B
$260,000 0.1% of portfolio
488
Q3 2024 New
$55.8B
$262,000 0.1% of portfolio
4,000
Q2 2024 New
$17.4B
$266,000 0.1% of portfolio
4,030
Q4 2023 Reduced 11.04%
$48B
$264,000 0.1% of portfolio
1,152
Q4 2024 Reduced 0.86%
$41.8B
$281,000 0.1% of portfolio
28,050
Q1 2025 Reduced 16.14%
$78.4B
$242,000 0.09% of portfolio
1,000
Q1 2025 Reduced 33.33%

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $268 Million
  • Prior Value $275 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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