Ss&H Financial Advisors, Inc. has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $275 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 $25.5M, Apple Inc. with a value of $20.2M, Nvidia Corp with a value of $18.9M, Microsoft Corp with a value of $18.9M, and Amazon Com Inc with a value of $9.51M.
Examining the 13F form we can see an decrease of $3K in the current position value, from $275M to 275M.
Below you can find more details about Ss&H Financial Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$275 Million
Technology: $85.5 Million
Financial Services: $44.8 Million
Healthcare: $30.8 Million
Industrials: $25 Million
Consumer Defensive: $24.7 Million
Consumer Cyclical: $18.3 Million
Communication Services: $13.3 Million
ETFs: $10.1 Million
Other: $18.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
