Ss&H Financial Advisors, Inc. Top Holdings and 13F Report (2025) About Ss&H Financial Advisors, Inc.Investment ActivitySs&H Financial Advisors, Inc. has $299.33 million in total holdings as of June 30, 2025.Ss&H Financial Advisors, Inc. owns shares of 123 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 6.67% of the portfolio was purchased this quarter.About 4.00% of the portfolio was sold this quarter.This quarter, Ss&H Financial Advisors, Inc. has purchased 122 new stocks and bought additional shares in 22 stocks.Ss&H Financial Advisors, Inc. sold shares of 53 stocks and completely divested from 5 stocks this quarter.Largest Holdings JPMorgan Chase & Co. $30,597,102NVIDIA $22,285,497Microsoft $21,104,182Apple $15,001,228Procter & Gamble $10,540,771 Largest New Holdings this Quarter 824348106 - Sherwin-Williams $5,981,675 Holding75513E105 - RTX CORPORATION $756,968 Holding003263100 - abrdn Physical Precious Metals Basket Shares ETF $276,300 Holding11135F101 - Broadcom $226,033 Holding055622104 - BP $208,912 Holding Largest Purchases this Quarter Sherwin-Williams 17,421 shares (about $5.98M)Procter & Gamble 22,077 shares (about $3.52M)Exxon Mobil 16,266 shares (about $1.75M)Abbott Laboratories 11,400 shares (about $1.55M)AbbVie 8,330 shares (about $1.55M) Largest Sales this Quarter Apple 6,750 shares (about $1.38M)Amazon.com 5,130 shares (about $1.13M)Alphabet 4,950 shares (about $878.08K)Microsoft 1,442 shares (about $717.27K)Alphabet 3,733 shares (about $657.87K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSs&H Financial Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJPMJPMorgan Chase & Co.$30,597,102$41,167 ▲0.1%105,54010.2%FinanceNVDANVIDIA$22,285,497$270,006 ▼-1.2%141,0567.4%Computer and TechnologyMSFTMicrosoft$21,104,182$717,268 ▼-3.3%42,4287.1%Computer and TechnologyAAPLApple$15,001,228$1,384,899 ▼-8.5%73,1165.0%Computer and TechnologyPGProcter & Gamble$10,540,771$3,517,308 ▲50.1%66,1613.5%Consumer StaplesABBVAbbVie$9,135,554$1,546,228 ▲20.4%49,2163.1%MedicalORCLOracle$9,125,617$145,826 ▼-1.6%41,7403.0%Computer and TechnologyAMZNAmazon.com$8,317,514$1,125,471 ▼-11.9%37,9122.8%Retail/WholesaleIBMInternational Business Machines$7,432,878$117,912 ▲1.6%25,2152.5%Computer and TechnologySPGIS&P Global$6,267,8970.0%11,8872.1%FinanceSHWSherwin-Williams$5,981,675$5,981,675 ▲New Holding17,4212.0%Basic MaterialsXOMExxon Mobil$5,784,117$1,753,475 ▲43.5%53,6561.9%EnergyCSCOCisco Systems$4,692,239$62,442 ▼-1.3%67,6311.6%Computer and TechnologyGOOGAlphabet$4,538,524$878,081 ▼-16.2%25,5851.5%Computer and TechnologyGLDSPDR Gold Shares$4,282,557$975,456 ▲29.5%14,0491.4%FinanceMRKMerck & Co., Inc.$4,190,968$725,343 ▲20.9%52,9431.4%MedicalABTAbbott Laboratories$3,935,178$1,550,514 ▲65.0%28,9331.3%MedicalTAT&T$3,892,613$84,679 ▲2.2%134,5061.3%Computer and TechnologyGEGE Aerospace$3,850,2980.0%14,9591.3%AerospaceUNPUnion Pacific$3,621,000$460,160 ▼-11.3%15,7381.2%TransportationPEPPepsiCo$3,392,240$37,499 ▼-1.1%25,6911.1%Consumer StaplesAMGNAmgen$3,330,417$321,092 ▼-8.8%11,9281.1%MedicalVVisa$3,282,691$104,737 ▼-3.1%9,2461.1%Business ServicesGLWCorning$3,277,231$31,554 ▲1.0%62,3171.1%Computer and TechnologyCLColgate-Palmolive$3,200,862$215,433 ▲7.2%35,2131.1%Consumer StaplesBACBank of America$3,194,479$48,503 ▼-1.5%67,5081.1%FinanceCOSTCostco Wholesale$3,122,7940.0%3,1551.0%Retail/WholesaleKOCocaCola$2,798,5870.0%39,5560.9%Consumer StaplesVZVerizon Communications$2,727,082$69,491 ▲2.6%63,0250.9%Computer and TechnologyACNAccenture$2,674,468$22,417 ▼-0.8%8,9480.9%Computer and TechnologyLAM RESEARCH CORP$2,643,755$170,345 ▼-6.1%27,1600.9%COM NEWJNJJohnson & Johnson$2,603,777$371,030 ▼-12.5%17,0460.9%MedicalMUMicron Technology$2,559,2870.0%20,7650.9%Computer and TechnologyTSCOTractor Supply$2,542,7570.0%48,1860.8%Retail/WholesaleMCKMcKesson$2,491,4520.0%3,4000.8%MedicalBMYBristol Myers Squibb$2,453,370$41,661 ▼-1.7%53,0000.8%MedicalAFLAflac$2,431,486$79,095 ▼-3.2%23,0560.8%FinanceFLRFluor$2,363,547$51,270 ▼-2.1%46,1000.8%ConstructionDEDeere & Company$2,023,2820.0%3,9790.7%IndustrialsPFEPfizer$1,949,066$379,792 ▲24.2%80,4070.7%MedicalEMREmerson Electric$1,919,952$613,318 ▲46.9%14,4000.6%IndustrialsSLBSchlumberger$1,915,987$177,788 ▲10.2%56,6860.6%EnergyITAiShares U.S. Aerospace & Defense ETF$1,825,092$565,920 ▼-23.7%9,6750.6%ETFBABoeing$1,776,815$62,859 ▼-3.4%8,4800.6%AerospaceMAMastercard$1,744,127$14,047 ▼-0.8%3,1040.6%Business ServicesNEENextEra Energy$1,672,562$277,684 ▼-14.2%24,0930.6%UtilitiesSPYSPDR S&P 500 ETF Trust$1,641,0100.0%2,6560.5%FinanceITWIllinois Tool Works$1,520,5880.0%6,1500.5%IndustrialsNSCNorfolk Southern$1,433,4320.0%5,6000.5%TransportationAWKAmerican Water Works$1,406,723$278,228 ▼-16.5%10,1120.5%UtilitiesCATCaterpillar$1,368,4410.0%3,5250.5%IndustrialsCVXChevron$1,333,331$57,274 ▼-4.1%9,3120.4%EnergyAEPAmerican Electric Power$1,234,566$311,287 ▼-20.1%11,8980.4%UtilitiesMETAMeta Platforms$1,207,5160.0%1,6360.4%Computer and TechnologyGOOGLAlphabet$1,151,840$657,867 ▼-36.4%6,5360.4%Computer and TechnologyPFFiShares Preferred and Income Securities ETF$1,145,131$74,399 ▲6.9%37,3250.4%ETFMAINMain Street Capital$1,134,7200.0%19,2000.4%FinanceHIIHuntington Ingalls Industries$1,109,509$48,292 ▼-4.2%4,5950.4%AerospaceHONHoneywell International$1,095,002$232,880 ▼-17.5%4,7020.4%Multi-Sector ConglomeratesMARMarriott International$1,065,5190.0%3,9000.4%Consumer DiscretionaryWMTWalmart$1,001,170$48,694 ▼-4.6%10,2390.3%Retail/WholesaleCOPConocoPhillips$979,3330.0%10,9130.3%EnergyLLYEli Lilly and Company$961,941$77,953 ▲8.8%1,2340.3%MedicalATOAtmos Energy$880,7390.0%5,7150.3%UtilitiesDRIDarden Restaurants$840,275$317,147 ▼-27.4%3,8550.3%Retail/WholesaleKMBKimberly-Clark$837,980$51,568 ▲6.6%6,5000.3%Consumer StaplesINTUIntuit$823,861$107,905 ▼-11.6%1,0460.3%Computer and TechnologyTJXTJX Companies$815,0340.0%6,6000.3%Retail/WholesaleMPCMarathon Petroleum$805,6340.0%4,8500.3%EnergyADPAutomatic Data Processing$761,748$431,760 ▼-36.2%2,4700.3%Computer and TechnologyRTX CORPORATION$756,968$756,968 ▲New Holding5,1840.3%COMGISGeneral Mills$756,841$77,715 ▼-9.3%14,6080.3%Consumer StaplesNKENIKE$725,887$213,120 ▼-22.7%10,2180.2%Consumer DiscretionaryFDXFedEx$653,5170.0%2,8750.2%TransportationDTMDT Midstream$648,4690.0%5,9000.2%EnergyZTSZoetis$642,203$233,925 ▼-26.7%4,1180.2%MedicalNOCNorthrop Grumman$627,4750.0%1,2550.2%AerospaceDOWDOW$622,610$92,391 ▼-12.9%23,5120.2%Basic MaterialsDTEDTE Energy$609,316$66,230 ▼-9.8%4,6000.2%UtilitiesCICigna Group$605,623$122,976 ▲25.5%1,8320.2%MedicalMCDMcDonald's$581,419$111,609 ▼-16.1%1,9900.2%Retail/WholesaleSYKStryker$553,8820.0%1,4000.2%MedicalVTRSViatris$539,310$2,465 ▼-0.5%60,3930.2%MedicalSCHWCharles Schwab$538,2250.0%5,8990.2%FinanceAMPLIFY ETF TR$526,857$86,370 ▼-14.1%6,1000.2%AMPLIFY CYBERSECCPCanadian Pacific Kansas City$514,3840.0%6,4890.2%TransportationCMAComerica$512,692$123,655 ▼-19.4%8,5950.2%FinancePHOInvesco Water Resources ETF$503,3520.0%7,2000.2%ETFXLKTechnology Select Sector SPDR Fund$489,241$276,528 ▼-36.1%1,9320.2%ETFDDominion Energy$480,025$5,652 ▼-1.2%8,4930.2%UtilitiesETNEaton$477,2960.0%1,3370.2%IndustrialsMDTMedtronic$475,600$61,019 ▲14.7%5,4560.2%MedicalTSLATesla$451,0780.0%1,4200.2%Auto/Tires/TrucksGDXVanEck Gold Miners ETF$442,5100.0%8,5000.1%ETFUSBU.S. Bancorp$414,536$44,119 ▲11.9%9,1610.1%FinanceWTRGEssential Utilities$411,2890.0%11,0740.1%UtilitiesAPHAmphenol$395,0000.0%4,0000.1%Computer and TechnologyMASMasco$394,205$96,540 ▼-19.7%6,1250.1%ConstructionFFord Motor$391,327$86,984 ▲28.6%36,0670.1%Auto/Tires/TrucksCRUSCirrus Logic$385,7440.0%3,7000.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access