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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.58B
$2.54 Million 0.86% of portfolio
48,186
Q1 2025 Added 0.01%
$6.17B
$2.36 Million 0.8% of portfolio
46,100
Q2 2025 Reduced 2.12%
$5.02B
$1.13 Million 0.39% of portfolio
19,200
Q4 2023 Reduced 4.95%
$8.91B
$512,000 0.17% of portfolio
8,595
Q2 2025 Reduced 19.43%
$6.08B
$385,000 0.13% of portfolio
3,700
Q1 2022 New

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $294 Million
  • Prior Value $268 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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