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 $268.06 thousand in total holdings as of March 31, 2025.
Ss&H Financial Advisors, Inc. owns shares of 122 different stocks, but just 44 companies or ETFs make up 80% of its holdings.
Approximately 1.04% of the portfolio was purchased this quarter.
About 1.84% of the portfolio was sold this quarter.
This quarter, Ss&H Financial Advisors, Inc. has purchased 122 new stocks and bought additional shares in 14 stocks.
Ss&H Financial Advisors, Inc. sold shares of 44 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

JPMorgan Chase & Co.: $25,854
Apple: $17,741
Microsoft: $16,468
NVIDIA: $15,473
AbbVie: $8,567

Largest New Holdings this Quarter

458140100 - Intel: $219 Holding
02209S103 - Altria Group: $213 Holding
855244109 - Starbucks: $210 Holding

Largest Purchases this Quarter

Alphabet: 6,175 shares (about $964.62)
Schlumberger: 9,135 shares (about $381.91)
Merck & Co., Inc.: 3,418 shares (about $306.82)
Intel: 9,655 shares (about $219.00)
Altria Group: 3,550 shares (about $213.00)

Largest Sales this Quarter

Microsoft: 916 shares (about $343.85)
TJX Companies: 2,547 shares (about $310.27)
JPMorgan Chase & Co.: 1,134 shares (about $278.17)
Technology Select Sector SPDR Fund: 1,092 shares (about $225.33)
Apple: 870 shares (about $193.26)

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.	$25,854	$278 ▼	-1.1%	105,398	9.6%	Finance
AAPL Apple	$17,741	$193 ▼	-1.1%	79,866	6.6%	Computer and Technology
MSFT Microsoft	$16,468	$344 ▼	-2.0%	43,870	6.1%	Computer and Technology
NVDA NVIDIA	$15,473	$192 ▲	1.3%	142,765	5.8%	Computer and Technology
ABBV AbbVie	$8,567	$120 ▼	-1.4%	40,886	3.2%	Medical
AMZN Amazon.com	$8,189	$54 ▼	-0.7%	43,042	3.1%	Retail/Wholesale
PG Procter & Gamble	$7,513	$109 ▼	-1.4%	44,084	2.8%	Consumer Staples
IBM International Business Machines	$6,170	$62 ▼	-1.0%	24,815	2.3%	Computer and Technology
SPGI S&P Global	$6,040		0.0%	11,887	2.3%	Business Services
ORCL Oracle	$5,929	$65 ▼	-1.1%	42,407	2.2%	Computer and Technology
GOOG Alphabet	$4,770	$965 ▲	25.3%	30,535	1.8%	Computer and Technology
XOM Exxon Mobil	$4,447	$54 ▼	-1.2%	37,390	1.7%	Energy
CSCO Cisco Systems	$4,229	$123 ▼	-2.8%	68,531	1.6%	Computer and Technology
UNP Union Pacific	$4,190		0.0%	17,738	1.6%	Transportation
AMGN Amgen	$4,074	$78 ▲	1.9%	13,078	1.5%	Medical
MRK Merck & Co., Inc.	$3,930	$307 ▲	8.5%	43,780	1.5%	Medical
PEP PepsiCo	$3,895	$42 ▼	-1.1%	25,975	1.5%	Consumer Staples
T AT&T	$3,721	$34 ▼	-0.9%	131,580	1.4%	Computer and Technology
V Visa	$3,344	$0 ▲	0.0%	9,541	1.2%	Business Services
BMY Bristol-Myers Squibb	$3,287		0.0%	53,900	1.2%	Medical
JNJ Johnson & Johnson	$3,230	$55 ▼	-1.7%	19,475	1.2%	Medical
GLD SPDR Gold Shares	$3,126		0.0%	10,849	1.2%	Finance
CL Colgate-Palmolive	$3,077	$66 ▼	-2.1%	32,843	1.1%	Consumer Staples
GE GE Aerospace	$2,994		0.0%	14,959	1.1%	Industrials
COST Costco Wholesale	$2,983	$1 ▲	0.0%	3,155	1.1%	Retail/Wholesale
BAC Bank of America	$2,860	$43 ▼	-1.5%	68,533	1.1%	Finance
KO Coca-Cola	$2,833		0.0%	39,556	1.1%	Consumer Staples
GLW Corning	$2,825		0.0%	61,717	1.1%	Computer and Technology
ACN Accenture	$2,816	$156 ▼	-5.3%	9,023	1.1%	Computer and Technology
VZ Verizon Communications	$2,786	$45 ▼	-1.6%	61,419	1.0%	Computer and Technology
TSCO Tractor Supply	$2,655	$0 ▲	0.0%	48,186	1.0%	Retail/Wholesale
AFL Aflac	$2,647	$100 ▼	-3.6%	23,806	1.0%	Finance
ABT Abbott Laboratories	$2,326	$7 ▼	-0.3%	17,533	0.9%	Medical
MCK McKesson	$2,288		0.0%	3,400	0.9%	Medical
SLB Schlumberger	$2,150	$382 ▲	21.6%	51,426	0.8%	Energy
LAM RESEARCH CORP	$2,102	$7 ▼	-0.3%	28,910	0.8%	COM NEW
NEE NextEra Energy	$1,992		0.0%	28,093	0.7%	Utilities
ITA iShares U.S. Aerospace & Defense ETF	$1,941		0.0%	12,675	0.7%	ETF
DE Deere & Company	$1,868		0.0%	3,979	0.7%	Industrials
MU Micron Technology	$1,804		0.0%	20,765	0.7%	Computer and Technology
AWK American Water Works	$1,787	$0 ▲	0.0%	12,112	0.7%	Utilities
MA Mastercard	$1,715		0.0%	3,129	0.6%	Business Services
FLR Fluor	$1,687	$18 ▼	-1.1%	47,100	0.6%	Construction
PFE Pfizer	$1,640	$140 ▼	-7.9%	64,739	0.6%	Medical
AEP American Electric Power	$1,628	$5 ▼	-0.3%	14,898	0.6%	Utilities
CVX Chevron	$1,625	$1 ▲	0.0%	9,712	0.6%	Energy
GOOGL Alphabet	$1,588	$28 ▼	-1.8%	10,269	0.6%	Computer and Technology
ITW Illinois Tool Works	$1,525	$124 ▼	-7.5%	6,150	0.6%	Industrials
BA Boeing	$1,497	$85 ▲	6.0%	8,780	0.6%	Aerospace
SPY SPDR S&P 500 ETF Trust	$1,486		0.0%	2,656	0.6%	Finance
NSC Norfolk Southern	$1,326		0.0%	5,600	0.5%	Transportation
HON Honeywell International	$1,207		0.0%	5,702	0.5%	Multi-Sector Conglomerates
ADP Automatic Data Processing	$1,182		0.0%	3,870	0.4%	Business Services
CAT Caterpillar	$1,163		0.0%	3,525	0.4%	Industrials
COP ConocoPhillips	$1,146		0.0%	10,913	0.4%	Energy
DRI Darden Restaurants	$1,103		0.0%	5,310	0.4%	Retail/Wholesale
MAIN Main Street Capital	$1,086		0.0%	19,200	0.4%	Finance
EMR Emerson Electric	$1,074		0.0%	9,800	0.4%	Industrials
PFF iShares Preferred and Income Securities ETF	$1,072		0.0%	34,900	0.4%	ETF
HII Huntington Ingalls Industries	$978	$41 ▼	-4.0%	4,795	0.4%	Aerospace
GIS General Mills	$963		0.0%	16,108	0.4%	Consumer Staples
DOW DOW	$943	$134 ▲	16.6%	27,001	0.4%	Basic Materials
META Meta Platforms	$943		0.0%	1,636	0.4%	Computer and Technology
WMT Walmart	$943	$44 ▼	-4.4%	10,737	0.4%	Retail/Wholesale
LLY Eli Lilly and Company	$937		0.0%	1,134	0.3%	Medical
MAR Marriott International	$929		0.0%	3,900	0.3%	Consumer Discretionary
ZTS Zoetis	$925		0.0%	5,618	0.3%	Medical
ATO Atmos Energy	$883	$5 ▼	-0.6%	5,715	0.3%	Utilities
KMB Kimberly-Clark	$868	$14 ▼	-1.6%	6,100	0.3%	Consumer Staples
NKE NIKE	$839		0.0%	13,218	0.3%	Consumer Discretionary
TJX TJX Companies	$804	$310 ▼	-27.8%	6,600	0.3%	Retail/Wholesale
MCD McDonald's	$741	$119 ▼	-13.8%	2,372	0.3%	Retail/Wholesale
INTU Intuit	$726	$56 ▼	-7.2%	1,183	0.3%	Computer and Technology
RTX RTX	$711	$33 ▼	-4.4%	5,369	0.3%	Aerospace
MPC Marathon Petroleum	$707		0.0%	4,850	0.3%	Energy
DTE DTE Energy	$705	$7 ▼	-1.0%	5,100	0.3%	Utilities
FDX FedEx	$701		0.0%	2,875	0.3%	Transportation
NOC Northrop Grumman	$643		0.0%	1,255	0.2%	Aerospace
CMA Comerica	$630		0.0%	10,668	0.2%	Finance
XLK Technology Select Sector SPDR Fund	$624	$225 ▼	-26.5%	3,024	0.2%	ETF
ADBE Adobe	$604		0.0%	1,576	0.2%	Computer and Technology
DTM DT Midstream	$569		0.0%	5,900	0.2%	Energy
MAS Masco	$530		0.0%	7,625	0.2%	Construction
VTRS Viatris	$528	$34 ▼	-6.1%	60,669	0.2%	Medical
SYK Stryker	$521		0.0%	1,400	0.2%	Medical
AMPLIFY ETF TR	$510		0.0%	7,100	0.2%	AMPLIFY CYBERSEC
D Dominion Energy	$482	$25 ▼	-5.0%	8,593	0.2%	Utilities
CI The Cigna Group	$480		0.0%	1,460	0.2%	Medical
PHO Invesco Water Resources ETF	$465		0.0%	7,200	0.2%	ETF
SCHW Charles Schwab	$462		0.0%	5,899	0.2%	Finance
CP Canadian Pacific Kansas City	$456		0.0%	6,489	0.2%	Transportation
WTRG Essential Utilities	$438		0.0%	11,074	0.2%	Utilities
MDT Medtronic	$427		0.0%	4,756	0.2%	Medical
GPN Global Payments	$421	$45 ▼	-9.7%	4,295	0.2%	Business Services
APD Air Products and Chemicals	$395	$128 ▼	-24.5%	1,340	0.1%	Basic Materials
GDX VanEck Gold Miners ETF	$391	$9 ▲	2.4%	8,500	0.1%	ETF
GEHC GE HealthCare Technologies	$389		0.0%	4,817	0.1%	Medical
CLX Clorox	$383	$27 ▼	-6.5%	2,600	0.1%	Consumer Staples
IVV iShares Core S&P 500 ETF	$379	$103 ▼	-21.3%	675	0.1%	ETF
CRUS Cirrus Logic	$369		0.0%	3,700	0.1%	Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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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

Stock Ideas and Recommendations

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