Ss&H Financial Advisors, Inc. Portfolio Holdings

Ss&H Financial Advisors, Inc.

  • $275 Million
  • Q3 2024

Ss&H Financial Advisors, Inc. has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $275 Million distributed in 126 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $22.5M, Microsoft Corp with a value of $19.2M, Apple Inc. with a value of $18.8M, Nvidia Corp with a value of $17.8M, and Abb Vie Inc. with a value of $8.15M.

Examining the 13F form we can see an increase of $18.4M in the current position value, from $256M 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: $86.2 Million
Financial Services: $40.8 Million
Healthcare: $33.3 Million
Consumer Defensive: $26.6 Million
Industrials: $25.5 Million
Consumer Cyclical: $17.2 Million
Communication Services: $12.5 Million
ETFs: $10.1 Million
Other: $19.8 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.99B
$2.73 Million 0.99% of portfolio
9,375
Q3 2023 Reduced 10.5%
$9.79B
$2.29 Million 0.84% of portfolio
2,811
Q3 2024 Reduced 6.02%
$7.15B
$2.27 Million 0.83% of portfolio
47,600
Q3 2024 Reduced 0.42%
$7.61B
$1.15 Million 0.42% of portfolio
4,340
Q4 2023 Added 1.17%
$4.24B
$963,000 0.35% of portfolio
19,200
Q4 2023 Reduced 4.95%
$8.01B
$649,000 0.24% of portfolio
10,841
Q3 2023 Added 4.84%
$9.76B
$488,000 0.18% of portfolio
6,200
Q4 2023 Reduced 5.7%
$5.63B
$460,000 0.17% of portfolio
3,700
Q1 2022 New
$9.54B
$427,000 0.16% of portfolio
11,074
Q3 2023 Reduced 8.28%

Summary

  • Portfolio
  • No. of Stocks 126
  • Current Value $275 Million
  • Prior Value $256 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 09, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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