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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$688B
$25.9 Million 9.64% of portfolio
105,398
Q1 2025 Reduced 1.06%
$3.25T
$17.7 Million 6.62% of portfolio
79,866
Q1 2025 Reduced 1.08%
$2.89T
$16.5 Million 6.14% of portfolio
43,870
Q1 2025 Reduced 2.05%
$276B
$15.5 Million 5.77% of portfolio
142,765
Q1 2025 Added 1.26%
$317B
$8.57 Million 3.2% of portfolio
40,886
Q1 2025 Reduced 1.38%
$1.86T
$8.19 Million 3.05% of portfolio
43,042
Q1 2025 Reduced 0.66%
$401B
$7.51 Million 2.8% of portfolio
44,084
Q1 2025 Reduced 1.42%
$214B
$6.17 Million 2.3% of portfolio
24,815
Q1 2025 Reduced 1.0%
$363B
$5.93 Million 2.21% of portfolio
42,407
Q1 2025 Reduced 1.09%
$983B
$4.77 Million 1.78% of portfolio
30,535
Q1 2025 Added 25.35%
$431B
$4.45 Million 1.66% of portfolio
37,390
Q1 2025 Reduced 1.21%
$236B
$4.23 Million 1.58% of portfolio
68,531
Q1 2025 Reduced 2.84%
$201B
$3.93 Million 1.47% of portfolio
43,780
Q1 2025 Added 8.47%
$202B
$3.9 Million 1.45% of portfolio
25,975
Q1 2025 Reduced 1.08%
$548B
$3.34 Million 1.25% of portfolio
9,541
Q1 2025 Added 0.01%
$404B
$3.23 Million 1.2% of portfolio
19,475
Q1 2025 Reduced 1.69%
$433B
$2.98 Million 1.11% of portfolio
3,155
Q1 2025 Added 0.03%
$294B
$2.86 Million 1.07% of portfolio
68,533
Q1 2025 Reduced 1.47%
$313B
$2.83 Million 1.06% of portfolio
39,556
Q3 2024 Reduced 5.94%
$224B
$2.33 Million 0.87% of portfolio
17,533
Q1 2025 Reduced 0.28%
$489B
$1.72 Million 0.64% of portfolio
3,129
Q4 2024 Added 1.76%
$265B
$1.63 Million 0.61% of portfolio
9,712
Q1 2025 Added 0.04%
$931B
$1.59 Million 0.59% of portfolio
10,269
Q1 2025 Reduced 1.76%
$1.17T
$943,000 0.35% of portfolio
1,636
Q3 2024 New
$257B
$943,000 0.35% of portfolio
10,737
Q1 2025 Reduced 4.43%
$717B
$937,000 0.35% of portfolio
1,134
Q4 2024 Added 18.25%
$233B
$741,000 0.28% of portfolio
2,372
Q1 2025 Reduced 13.84%
$797B
$368,000 0.14% of portfolio
1,420
Q2 2024 Reduced 29.7%
$366B
$365,000 0.14% of portfolio
995
Q3 2024 Added 32.14%
$687B
$260,000 0.1% of portfolio
488
Q3 2024 New
$414B
$210,000 0.08% of portfolio
225
Q4 2024 New

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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