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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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