Ss&H Financial Advisors, Inc. Top Holdings and 13F Report (2024)

About Ss&H Financial Advisors, Inc.

Investment Activity

Ss&H Financial Advisors, Inc. has $274.50 thousand in total holdings as of September 30, 2024.
Ss&H Financial Advisors, Inc. owns shares of 126 different stocks, but just 46 companies or ETFs make up 80% of its holdings.
Approximately 2.16% of the portfolio was purchased this quarter.
About 0.63% of the portfolio was sold this quarter.
This quarter, Ss&H Financial Advisors, Inc. has purchased 119 new stocks and bought additional shares in 29 stocks.
Ss&H Financial Advisors, Inc. sold shares of 23 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

JPMorgan Chase & Co.: $22,463
Microsoft: $19,228
Apple: $18,846
NVIDIA: $17,766
AbbVie: $8,151

Largest New Holdings this Quarter

Meta Platforms: $937 Holding
Danaher: $255 Holding
Berkshire Hathaway: $225 Holding
McCormick & Company, Incorporated: $220 Holding
Dover: $211 Holding

Largest Purchases this Quarter

Microsoft: 3,663 shares (about $1.58K)
Meta Platforms: 1,636 shares (about $937.00)
Danaher: 917 shares (about $255.00)
Alphabet: 1,479 shares (about $245.34)
Apple: 976 shares (about $227.40)

Largest Sales this Quarter

NIKE: 5,743 shares (about $507.48)
Zoetis: 1,000 shares (about $195.39)
Coca-Cola: 2,500 shares (about $179.62)
Lam Research: 180 shares (about $146.89)
Verizon Communications: 2,598 shares (about $116.67)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
JPM JPMorgan Chase & Co.	$22,463	$89 ▲	0.4%	106,532	8.2%	Finance
MSFT Microsoft	$19,228	$1,576 ▲	8.9%	44,685	7.0%	Computer and Technology
AAPL Apple	$18,846	$227 ▲	1.2%	80,886	6.9%	Computer and Technology
NVDA NVIDIA	$17,766	$112 ▼	-0.6%	146,295	6.5%	Computer and Technology
ABBV AbbVie	$8,151	$30 ▼	-0.4%	41,274	3.0%	Medical
AMZN Amazon.com	$8,110		0.0%	43,527	3.0%	Retail/Wholesale
PG Procter & Gamble	$7,813	$2 ▼	0.0%	45,111	2.8%	Consumer Staples
ORCL Oracle	$7,314		0.0%	42,924	2.7%	Computer and Technology
SPGI S&P Global	$6,141		0.0%	11,887	2.2%	Business Services
IBM International Business Machines	$5,557	$11 ▼	-0.2%	25,135	2.0%	Computer and Technology
MRK Merck & Co., Inc.	$4,549	$11 ▼	-0.2%	40,062	1.7%	Medical
PEP PepsiCo	$4,489	$68 ▼	-1.5%	26,400	1.6%	Consumer Staples
XOM Exxon Mobil	$4,431		0.0%	37,797	1.6%	Oils/Energy
UNP Union Pacific	$4,372		0.0%	17,738	1.6%	Transportation
GOOG Alphabet	$4,031	$107 ▲	2.7%	24,110	1.5%	Computer and Technology
AMGN Amgen	$3,812		0.0%	11,830	1.4%	Medical
CSCO Cisco Systems	$3,784	$106 ▲	2.9%	71,106	1.4%	Computer and Technology
CL Colgate-Palmolive	$3,482		0.0%	33,543	1.3%	Consumer Staples
ACN Accenture	$3,419		0.0%	9,673	1.2%	Computer and Technology
JNJ Johnson & Johnson	$3,237		0.0%	19,974	1.2%	Medical
T AT&T	$2,943	$20 ▼	-0.7%	133,780	1.1%	Computer and Technology
GE General Electric	$2,845		0.0%	15,084	1.0%	Transportation
KO Coca-Cola	$2,842	$180 ▼	-5.9%	39,556	1.0%	Consumer Staples
GLW Corning	$2,809	$41 ▲	1.5%	62,217	1.0%	Computer and Technology
VZ Verizon Communications	$2,806	$117 ▼	-4.0%	62,484	1.0%	Computer and Technology
AFL Aflac	$2,779	$11 ▼	-0.4%	24,856	1.0%	Finance
BAC Bank of America	$2,770		0.0%	69,808	1.0%	Finance
TSCO Tractor Supply	$2,727		0.0%	9,375	1.0%	Retail/Wholesale
COST Costco Wholesale	$2,616	$39 ▲	1.5%	2,951	1.0%	Retail/Wholesale
GLD SPDR Gold Shares	$2,588		0.0%	10,649	0.9%	Finance
V Visa	$2,583	$48 ▲	1.9%	9,394	0.9%	Business Services
BMY Bristol-Myers Squibb	$2,529	$91 ▲	3.7%	48,875	0.9%	Medical
NEE NextEra Energy	$2,357	$23 ▼	-1.0%	27,881	0.9%	Utilities
LRCX Lam Research	$2,294	$147 ▼	-6.0%	2,811	0.8%	Computer and Technology
FLR Fluor	$2,271	$10 ▼	-0.4%	47,600	0.8%	Construction
MU Micron Technology	$2,205		0.0%	21,265	0.8%	Computer and Technology
PFE Pfizer	$2,121	$20 ▲	1.0%	73,273	0.8%	Medical
ABT Abbott Laboratories	$2,010		0.0%	17,633	0.7%	Medical
ITA iShares U.S. Aerospace & Defense ETF	$1,897		0.0%	12,675	0.7%	ETF
ITW Illinois Tool Works	$1,743		0.0%	6,650	0.6%	Industrial Products
GOOGL Alphabet	$1,734	$245 ▲	16.5%	10,453	0.6%	Computer and Technology
AWK American Water Works	$1,711		0.0%	11,700	0.6%	Utilities
MCK McKesson	$1,681		0.0%	3,400	0.6%	Medical
DE Deere & Company	$1,661	$21 ▲	1.3%	3,979	0.6%	Industrial Products
SLB Schlumberger	$1,575	$214 ▲	15.7%	37,541	0.6%	Oils/Energy
SPY SPDR S&P 500 ETF Trust	$1,519	$5 ▲	0.3%	2,648	0.6%	Finance
MA Mastercard	$1,518	$60 ▲	4.1%	3,075	0.6%	Business Services
AEP American Electric Power	$1,483		0.0%	14,456	0.5%	Utilities
NSC Norfolk Southern	$1,416		0.0%	5,700	0.5%	Transportation
CVX Chevron	$1,392	$69 ▲	5.2%	9,450	0.5%	Oils/Energy
CAT Caterpillar	$1,379		0.0%	3,525	0.5%	Industrial Products
GIS General Mills	$1,190		0.0%	16,108	0.4%	Consumer Staples
HON Honeywell International	$1,179	$31 ▲	2.7%	5,702	0.4%	Multi-Sector Conglomerates
BA Boeing	$1,174		0.0%	7,720	0.4%	Aerospace
NKE NIKE	$1,168	$507 ▼	-30.3%	13,218	0.4%	Consumer Discretionary
HII Huntington Ingalls Industries	$1,147		0.0%	4,340	0.4%	Aerospace
PFF iShares Preferred and Income Securities ETF	$1,126		0.0%	33,900	0.4%	ETF
DOW DOW	$1,101	$100 ▲	10.0%	20,161	0.4%	Basic Materials
TJX TJX Companies	$1,075	$19 ▲	1.8%	9,147	0.4%	Retail/Wholesale
EMR Emerson Electric	$1,072		0.0%	9,800	0.4%	Industrial Products
ADP Automatic Data Processing	$1,071		0.0%	3,870	0.4%	Business Services
ZTS Zoetis	$1,000	$195 ▼	-16.3%	5,118	0.4%	Medical
MAR Marriott International	$970		0.0%	3,900	0.4%	Consumer Discretionary
MAIN Main Street Capital	$963		0.0%	19,200	0.4%	Finance
GE VERNOVA INC	$953	$2 ▼	-0.2%	3,736	0.3%	COM
VTRS Viatris	$941	$52 ▼	-5.2%	81,032	0.3%	Medical
META Meta Platforms	$937	$937 ▲	New Holding	1,636	0.3%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$929	$56 ▼	-5.7%	4,116	0.3%	ETF
WMT Walmart	$912		0.0%	11,295	0.3%	Retail/Wholesale
KMB Kimberly-Clark	$882	$37 ▼	-4.0%	6,200	0.3%	Consumer Staples
DRI Darden Restaurants	$872		0.0%	5,310	0.3%	Retail/Wholesale
MCD McDonald's	$869	$91 ▲	11.8%	2,853	0.3%	Retail/Wholesale
LLY Eli Lilly and Company	$850	$108 ▲	14.6%	959	0.3%	Medical
MRO Marathon Oil	$830	$13 ▲	1.6%	31,158	0.3%	Oils/Energy
FDX FedEx	$807	$55 ▲	7.3%	2,950	0.3%	Transportation
DEO Diageo	$800		0.0%	5,700	0.3%	Consumer Staples
ATO Atmos Energy	$798	$7 ▼	-0.9%	5,750	0.3%	Utilities
INTU Intuit	$792		0.0%	1,275	0.3%	Computer and Technology
MPC Marathon Petroleum	$790	$81 ▲	11.5%	4,850	0.3%	Oils/Energy
DTE DTE Energy	$758		0.0%	5,900	0.3%	Utilities
ADBE Adobe	$712		0.0%	1,376	0.3%	Computer and Technology
RTX RTX	$687		0.0%	5,669	0.3%	Aerospace
NOC Northrop Grumman	$663		0.0%	1,255	0.2%	Aerospace
CMA Comerica	$649		0.0%	10,841	0.2%	Finance
MAS Masco	$640		0.0%	7,625	0.2%	Construction
CP Canadian Pacific Kansas City	$555		0.0%	6,489	0.2%	Transportation
APD Air Products and Chemicals	$528		0.0%	1,774	0.2%	Basic Materials
D Dominion Energy	$523		0.0%	9,043	0.2%	Utilities
PHO Invesco Water Resources ETF	$508		0.0%	7,200	0.2%	ETF
SYK Stryker	$506		0.0%	1,400	0.2%	Medical
CI The Cigna Group	$506		0.0%	1,460	0.2%	Medical
IVV iShares Core S&P 500 ETF	$495	$73 ▲	17.2%	858	0.2%	ETF
DTM DT Midstream	$488		0.0%	6,200	0.2%	Oils/Energy
AMPLIFY ETF TR	$485		0.0%	7,100	0.2%	AMPLIFY CYBERSEC
XLY Consumer Discretionary Select Sector SPDR Fund	$467		0.0%	2,333	0.2%	Finance
CRUS Cirrus Logic	$460		0.0%	3,700	0.2%	Computer and Technology
GEHC GE HealthCare Technologies	$460		0.0%	4,900	0.2%	Medical
CLX Clorox	$453		0.0%	2,780	0.2%	Consumer Staples
ETN Eaton	$443		0.0%	1,337	0.2%	Industrial Products
MDT Medtronic	$428		0.0%	4,756	0.2%	Medical

Showing largest 100 holdings. View all holdings.

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Ss&H Financial Advisors, Inc. Top Holdings and 13F Report (2024)

About Ss&H Financial Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Ss&H Financial Advisors, Inc. Top Holdings and 13F Report (2024)

About Ss&H Financial Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSs&H Financial Advisors, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools