Ss&H Financial Advisors, Inc. Top Holdings and 13F Report (2025)

About Ss&H Financial Advisors, Inc.

Investment Activity

Ss&H Financial Advisors, Inc. has $274.50 thousand in total holdings as of December 31, 2024.
Ss&H Financial Advisors, Inc. owns shares of 122 different stocks, but just 44 companies or ETFs make up 80% of its holdings.
Approximately 2.83% of the portfolio was purchased this quarter.
About 2.58% of the portfolio was sold this quarter.
This quarter, Ss&H Financial Advisors, Inc. has purchased 126 new stocks and bought additional shares in 28 stocks.
Ss&H Financial Advisors, Inc. sold shares of 31 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

JPMorgan Chase & Co.: $25,537
Apple: $20,218
NVIDIA: $18,935
Microsoft: $18,878
Amazon.com: $9,506

Largest New Holdings this Quarter

LAM RESEARCH CORP: $2,096 Holding
Shopify: $247 Holding
The Goldman Sachs Group: $230 Holding
Netflix: $201 Holding

Largest Purchases this Quarter

LAM RESEARCH CORP: 29,008 shares (about $2.10K)
Tractor Supply: 38,805 shares (about $2.06K)
ConocoPhillips: 7,932 shares (about $787.17)
Bristol-Myers Squibb: 5,025 shares (about $284.25)
Amgen: 998 shares (about $260.16)

Largest Sales this Quarter

NVIDIA: 5,300 shares (about $711.77)
Viatris: 16,454 shares (about $204.85)
DTE Energy: 750 shares (about $90.58)
Pfizer: 3,013 shares (about $79.93)
Procter & Gamble: 390 shares (about $65.39)

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.	$25,537		0.0%	106,532	9.3%	Finance
AAPL Apple	$20,218	$38 ▼	-0.2%	80,736	7.4%	Computer and Technology
NVDA NVIDIA	$18,935	$712 ▼	-3.6%	140,995	6.9%	Computer and Technology
MSFT Microsoft	$18,878	$43 ▲	0.2%	44,786	6.9%	Computer and Technology
AMZN Amazon.com	$9,506	$44 ▼	-0.5%	43,327	3.5%	Retail/Wholesale
PG Procter & Gamble	$7,498	$65 ▼	-0.9%	44,721	2.7%	Consumer Staples
ABBV AbbVie	$7,368	$33 ▲	0.4%	41,459	2.7%	Medical
ORCL Oracle	$7,145	$8 ▼	-0.1%	42,874	2.6%	Computer and Technology
SPGI S&P Global	$5,921		0.0%	11,887	2.2%	Business Services
IBM International Business Machines	$5,511	$15 ▼	-0.3%	25,065	2.0%	Computer and Technology
GOOG Alphabet	$4,640	$48 ▲	1.0%	24,360	1.7%	Computer and Technology
CSCO Cisco Systems	$4,176	$34 ▼	-0.8%	70,531	1.5%	Computer and Technology
XOM Exxon Mobil	$4,072	$5 ▲	0.1%	37,847	1.5%	Oils/Energy
UNP Union Pacific	$4,045		0.0%	17,738	1.5%	Transportation
MRK Merck & Co., Inc.	$4,016	$30 ▲	0.7%	40,362	1.5%	Medical
PEP PepsiCo	$3,993	$22 ▼	-0.5%	26,258	1.5%	Consumer Staples
ACN Accenture	$3,351	$53 ▼	-1.6%	9,523	1.2%	Computer and Technology
AMGN Amgen	$3,344	$260 ▲	8.4%	12,828	1.2%	Medical
BAC Bank of America	$3,058	$11 ▼	-0.4%	69,558	1.1%	Finance
CL Colgate-Palmolive	$3,050		0.0%	33,543	1.1%	Consumer Staples
BMY Bristol-Myers Squibb	$3,049	$284 ▲	10.3%	53,900	1.1%	Medical
T AT&T	$3,024	$23 ▼	-0.7%	132,780	1.1%	Computer and Technology
V Visa	$3,016	$46 ▲	1.6%	9,540	1.1%	Business Services
GLW Corning	$2,933	$24 ▼	-0.8%	61,717	1.1%	Computer and Technology
COST Costco Wholesale	$2,891	$186 ▲	6.9%	3,154	1.1%	Retail/Wholesale
JNJ Johnson & Johnson	$2,865	$24 ▼	-0.8%	19,809	1.0%	Medical
GLD SPDR Gold Shares	$2,627	$48 ▲	1.9%	10,849	1.0%	Finance
TSCO Tractor Supply	$2,557	$2,059 ▲	413.9%	48,180	0.9%	Retail/Wholesale
AFL Aflac	$2,556	$16 ▼	-0.6%	24,706	0.9%	Finance
GE General Electric	$2,496	$21 ▼	-0.8%	14,959	0.9%	Transportation
VZ Verizon Communications	$2,496	$3 ▼	-0.1%	62,406	0.9%	Computer and Technology
KO Coca-Cola	$2,463		0.0%	39,556	0.9%	Consumer Staples
FLR Fluor	$2,348		0.0%	47,600	0.9%	Construction
LAM RESEARCH CORP	$2,096	$2,096 ▲	New Holding	29,008	0.8%	COM NEW
NEE NextEra Energy	$2,015	$15 ▲	0.8%	28,093	0.7%	Utilities
ABT Abbott Laboratories	$1,989	$6 ▼	-0.3%	17,583	0.7%	Medical
GOOGL Alphabet	$1,979		0.0%	10,453	0.7%	Computer and Technology
MCK McKesson	$1,938		0.0%	3,400	0.7%	Medical
PFE Pfizer	$1,864	$80 ▼	-4.1%	70,260	0.7%	Medical
ITA iShares U.S. Aerospace & Defense ETF	$1,843		0.0%	12,675	0.7%	ETF
MU Micron Technology	$1,748	$42 ▼	-2.4%	20,765	0.6%	Computer and Technology
ITW Illinois Tool Works	$1,687		0.0%	6,650	0.6%	Industrial Products
DE Deere & Company	$1,686		0.0%	3,979	0.6%	Industrial Products
MA Mastercard	$1,648	$28 ▲	1.8%	3,129	0.6%	Business Services
SLB Schlumberger	$1,622	$182 ▲	12.7%	42,291	0.6%	Oils/Energy
SPY SPDR S&P 500 ETF Trust	$1,557	$5 ▲	0.3%	2,656	0.6%	Finance
AWK American Water Works	$1,508	$51 ▲	3.5%	12,110	0.5%	Utilities
BA Boeing	$1,466	$99 ▲	7.3%	8,280	0.5%	Aerospace
CVX Chevron	$1,407	$37 ▲	2.7%	9,708	0.5%	Oils/Energy
AEP American Electric Power	$1,379	$45 ▲	3.4%	14,942	0.5%	Utilities
NSC Norfolk Southern	$1,315	$23 ▼	-1.8%	5,600	0.5%	Transportation
HON Honeywell International	$1,289		0.0%	5,702	0.5%	Multi-Sector Conglomerates
CAT Caterpillar	$1,279		0.0%	3,525	0.5%	Industrial Products
EMR Emerson Electric	$1,215		0.0%	9,800	0.4%	Industrial Products
ADP Automatic Data Processing	$1,133		0.0%	3,870	0.4%	Business Services
MAIN Main Street Capital	$1,125		0.0%	19,200	0.4%	Finance
TJX TJX Companies	$1,106		0.0%	9,147	0.4%	Retail/Wholesale
PFF iShares Preferred and Income Securities ETF	$1,098	$31 ▲	2.9%	34,900	0.4%	ETF
MAR Marriott International	$1,088		0.0%	3,900	0.4%	Consumer Discretionary
COP ConocoPhillips	$1,083	$787 ▲	266.1%	10,913	0.4%	Oils/Energy
GIS General Mills	$1,028		0.0%	16,108	0.4%	Consumer Staples
WMT Walmart	$1,016	$5 ▼	-0.5%	11,235	0.4%	Retail/Wholesale
NKE NIKE	$1,001		0.0%	13,218	0.4%	Consumer Discretionary
DRI Darden Restaurants	$992		0.0%	5,310	0.4%	Retail/Wholesale
META Meta Platforms	$958		0.0%	1,636	0.3%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$958		0.0%	4,116	0.3%	ETF
HII Huntington Ingalls Industries	$944	$124 ▲	15.1%	4,995	0.3%	Aerospace
DOW DOW	$930	$120 ▲	14.8%	23,151	0.3%	Basic Materials
ZTS Zoetis	$916	$82 ▲	9.8%	5,618	0.3%	Medical
LLY Eli Lilly and Company	$876	$135 ▲	18.2%	1,134	0.3%	Medical
KMB Kimberly-Clark	$813		0.0%	6,200	0.3%	Consumer Staples
FDX FedEx	$809	$21 ▼	-2.5%	2,875	0.3%	Transportation
VTRS Viatris	$804	$205 ▼	-20.3%	64,578	0.3%	Medical
INTU Intuit	$802		0.0%	1,275	0.3%	Computer and Technology
ATO Atmos Energy	$801		0.0%	5,750	0.3%	Utilities
MCD McDonald's	$799	$29 ▼	-3.5%	2,753	0.3%	Retail/Wholesale
DEO Diageo	$725		0.0%	5,700	0.3%	Consumer Staples
ADBE Adobe	$701	$89 ▲	14.5%	1,576	0.3%	Computer and Technology
MPC Marathon Petroleum	$677		0.0%	4,850	0.2%	Oils/Energy
CMA Comerica	$660	$11 ▼	-1.6%	10,668	0.2%	Finance
RTX RTX	$651	$6 ▼	-0.9%	5,619	0.2%	Aerospace
DTE DTE Energy	$622	$91 ▼	-12.7%	5,150	0.2%	Utilities
NOC Northrop Grumman	$589		0.0%	1,255	0.2%	Aerospace
DTM DT Midstream	$587	$30 ▼	-4.8%	5,900	0.2%	Oils/Energy
TSLA Tesla	$574		0.0%	1,420	0.2%	Auto/Tires/Trucks
MAS Masco	$554		0.0%	7,625	0.2%	Construction
GPN Global Payments	$534	$69 ▲	14.8%	4,759	0.2%	Business Services
AMPLIFY ETF TR	$529		0.0%	7,100	0.2%	AMPLIFY CYBERSEC
XLY Consumer Discretionary Select Sector SPDR Fund	$524		0.0%	2,333	0.2%	Finance
APD Air Products and Chemicals	$515		0.0%	1,774	0.2%	Basic Materials
IVV iShares Core S&P 500 ETF	$506		0.0%	858	0.2%	ETF
SYK Stryker	$505		0.0%	1,400	0.2%	Medical
D Dominion Energy	$488		0.0%	9,043	0.2%	Utilities
PHO Invesco Water Resources ETF	$474		0.0%	7,200	0.2%	ETF
CP Canadian Pacific Kansas City	$470		0.0%	6,489	0.2%	Transportation
CLX Clorox	$452		0.0%	2,780	0.2%	Consumer Staples
ETN Eaton	$444		0.0%	1,337	0.2%	Industrial Products
SCHW Charles Schwab	$437		0.0%	5,899	0.2%	Finance
CI The Cigna Group	$404		0.0%	1,460	0.1%	Medical
WTRG Essential Utilities	$403		0.0%	11,074	0.1%	Utilities

Showing largest 100 holdings. View all holdings.

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Ss&H Financial Advisors, Inc. Top Holdings and 13F Report (2025)

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

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Advanced Stock Screeners and Research Tools

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Ss&H Financial Advisors, Inc. Top Holdings and 13F Report (2025)

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