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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$51.3B
$1.33 Million 0.49% of portfolio
5,600
Q4 2024 Reduced 1.75%
$135B
$1.21 Million 0.45% of portfolio
5,702
Q3 2024 Added 2.74%
$125B
$1.18 Million 0.44% of portfolio
3,870
Q2 2024 Added 38.21%
$157B
$1.16 Million 0.43% of portfolio
3,525
Q3 2023 Reduced 2.76%
$110B
$1.15 Million 0.43% of portfolio
10,913
Q4 2024 Added 266.09%
$24.4B
$1.1 Million 0.41% of portfolio
5,310
Q3 2023 Reduced 8.61%
$4B
$1.09 Million 0.41% of portfolio
19,200
Q4 2023 Reduced 4.95%
$0
$1.07 Million 0.4% of portfolio
34,900
Q4 2024 Added 2.95%
$59.7B
$1.07 Million 0.4% of portfolio
9,800
Q1 2024 Reduced 32.88%
$8.79B
$978,000 0.36% of portfolio
4,795
Q1 2025 Reduced 4.0%
$35B
$963,000 0.36% of portfolio
16,108
Q1 2022 New
$72.5B
$929,000 0.35% of portfolio
3,900
Q3 2023 Reduced 9.3%
$70.6B
$925,000 0.35% of portfolio
5,618
Q4 2024 Added 9.77%
$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%
$20.3B
$943,000 0.35% of portfolio
27,001
Q1 2025 Added 16.63%
$21.7B
$883,000 0.33% of portfolio
5,715
Q1 2025 Reduced 0.61%
$48.1B
$868,000 0.32% of portfolio
6,100
Q1 2025 Reduced 1.61%
$69.8B
$839,000 0.31% of portfolio
13,218
Q3 2024 Reduced 30.29%
$152B
$804,000 0.3% of portfolio
6,600
Q1 2025 Reduced 27.85%
$233B
$741,000 0.28% of portfolio
2,372
Q1 2025 Reduced 13.84%
$190B
$711,000 0.27% of portfolio
5,369
Q1 2025 Reduced 4.45%
$167B
$726,000 0.27% of portfolio
1,183
Q1 2025 Reduced 7.22%
$54.8B
$701,000 0.26% of portfolio
2,875
Q4 2024 Reduced 2.54%
$62.3B
$707,000 0.26% of portfolio
4,850
Q3 2024 Added 11.49%
$25.8B
$705,000 0.26% of portfolio
5,100
Q1 2025 Reduced 0.97%
$82.5B
$643,000 0.24% of portfolio
1,255
Q4 2023 Reduced 0.4%
$6.83B
$630,000 0.24% of portfolio
10,668
Q4 2024 Reduced 1.6%
$0
$624,000 0.23% of portfolio
3,024
Q1 2025 Reduced 26.53%
$163B
$604,000 0.23% of portfolio
1,576
Q4 2024 Added 14.53%
$9.13B
$569,000 0.21% of portfolio
5,900
Q4 2024 Reduced 4.84%
$14.1B
$530,000 0.2% of portfolio
7,625
Q3 2023 Reduced 4.69%
$9.25B
$528,000 0.2% of portfolio
60,669
Q1 2025 Reduced 6.05%
$134B
$521,000 0.19% of portfolio
1,400
Q4 2023 Reduced 26.32%
Amplify ETF Tr
-
$510,000 0.19% of portfolio
-
Q1 2024 New
$45B
$482,000 0.18% of portfolio
8,593
Q1 2025 Reduced 4.98%
$100B
$480,000 0.18% of portfolio
1,460
Q1 2024 Reduced 20.31%
$0
$465,000 0.17% of portfolio
7,200
Q1 2022 New
$140B
$462,000 0.17% of portfolio
5,899
Q2 2024 New
Canadian Pacific Kansas City
-
$456,000 0.17% of portfolio
-
Q3 2023 New
$10.5B
$438,000 0.16% of portfolio
11,074
Q3 2023 Reduced 8.28%
$112B
$427,000 0.16% of portfolio
4,756
Q4 2023 Added 72.57%
$23.6B
$421,000 0.16% of portfolio
4,295
Q1 2025 Reduced 9.75%
Ge Healthcare Technologies I
-
$389,000 0.15% of portfolio
-
Q4 2024 Reduced 1.69%
$60.5B
$395,000 0.15% of portfolio
1,340
Q1 2025 Reduced 24.46%
$0
$391,000 0.15% of portfolio
8,500
Q1 2025 Added 2.41%
$4.89B
$369,000 0.14% of portfolio
3,700
Q1 2022 New
$797B
$368,000 0.14% of portfolio
1,420
Q2 2024 Reduced 29.7%
$17.4B
$383,000 0.14% of portfolio
2,600
Q1 2025 Reduced 6.47%

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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