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