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
$5.02B
$1.13 Million 0.39% of portfolio
19,200
Q4 2023 Reduced 4.95%
$1.21T
$1.15 Million 0.39% of portfolio
6,536
Q2 2025 Reduced 36.35%
$10.7B
$1.11 Million 0.38% of portfolio
4,595
Q2 2025 Reduced 4.17%
$146B
$1.1 Million 0.37% of portfolio
4,702
Q2 2025 Reduced 17.54%
$86B
$1.07 Million 0.36% of portfolio
3,900
Q3 2023 Reduced 9.3%
$281B
$1 Million 0.34% of portfolio
10,239
Q2 2025 Reduced 4.64%
$608B
$961,000 0.33% of portfolio
1,234
Q2 2025 Added 8.82%
$120B
$979,000 0.33% of portfolio
10,913
Q4 2024 Added 266.09%
$23.2B
$880,000 0.3% of portfolio
5,715
Q1 2025 Reduced 0.61%
$25.1B
$840,000 0.29% of portfolio
3,855
Q2 2025 Reduced 27.4%
$201B
$823,000 0.28% of portfolio
1,046
Q2 2025 Reduced 11.58%
$45.1B
$837,000 0.28% of portfolio
6,500
Q2 2025 Added 6.56%
$155B
$815,000 0.28% of portfolio
6,600
Q1 2025 Reduced 27.85%
$79.3B
$805,000 0.27% of portfolio
4,850
Q3 2024 Added 11.49%
$29.2B
$756,000 0.26% of portfolio
14,608
Q2 2025 Reduced 9.31%
$124B
$761,000 0.26% of portfolio
2,470
Q2 2025 Reduced 36.18%
$60B
$653,000 0.22% of portfolio
2,875
Q4 2024 Reduced 2.54%
$70.1B
$642,000 0.22% of portfolio
4,118
Q2 2025 Reduced 26.7%
$10B
$648,000 0.22% of portfolio
5,900
Q4 2024 Reduced 4.84%
$89.4B
$627,000 0.21% of portfolio
1,255
Q4 2023 Reduced 0.4%
$27.1B
$609,000 0.21% of portfolio
4,600
Q2 2025 Reduced 9.8%
$15.3B
$622,000 0.21% of portfolio
23,512
Q2 2025 Reduced 12.92%
$85.6B
$605,000 0.21% of portfolio
1,832
Q2 2025 Added 25.48%
$222B
$581,000 0.2% of portfolio
1,990
Q2 2025 Reduced 16.1%
$142B
$553,000 0.19% of portfolio
1,400
Q4 2023 Reduced 26.32%
$12.3B
$539,000 0.18% of portfolio
60,393
Q2 2025 Reduced 0.45%
$179B
$538,000 0.18% of portfolio
5,899
Q2 2024 New
$8.91B
$512,000 0.17% of portfolio
8,595
Q2 2025 Reduced 19.43%
$51B
$480,000 0.16% of portfolio
8,493
Q2 2025 Reduced 1.16%
$122B
$475,000 0.16% of portfolio
5,456
Q2 2025 Added 14.72%
$145B
$477,000 0.16% of portfolio
1,337
Q2 2024 New
$1.08T
$451,000 0.15% of portfolio
1,420
Q2 2024 Reduced 29.7%
$68B
$414,000 0.14% of portfolio
9,161
Q2 2025 Added 11.91%
$10.2B
$411,000 0.14% of portfolio
11,074
Q3 2023 Reduced 8.28%
$16.1B
$394,000 0.13% of portfolio
6,125
Q2 2025 Reduced 19.67%
$44.4B
$391,000 0.13% of portfolio
36,067
Q2 2025 Added 28.58%
$66.5B
$395,000 0.13% of portfolio
4,000
Q2 2024 New
$6.08B
$385,000 0.13% of portfolio
3,700
Q1 2022 New
$405B
$364,000 0.12% of portfolio
995
Q3 2024 Added 32.14%
$35.6B
$331,000 0.11% of portfolio
5,760
Q2 2025 Reduced 2.01%
$22.8B
$327,000 0.11% of portfolio
4,095
Q2 2025 Reduced 4.66%
$15.2B
$312,000 0.11% of portfolio
2,600
Q1 2025 Reduced 6.47%
$545B
$301,000 0.1% of portfolio
225
Q4 2024 New
$254B
$283,000 0.1% of portfolio
400
Q4 2024 New
$178B
$267,000 0.09% of portfolio
2,320
Q4 2024 New
$64.2B
$255,000 0.09% of portfolio
907
Q2 2025 Reduced 32.31%
$21.2B
$244,000 0.08% of portfolio
3,030
Q2 2025 Reduced 24.81%
$11.9B
$240,000 0.08% of portfolio
2,450
Q1 2024 Added 8.89%
$621B
$237,000 0.08% of portfolio
488
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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