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 $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.: $30,597,102
NVIDIA: $22,285,497
Microsoft: $21,104,182
Apple: $15,001,228
Procter & Gamble: $10,540,771

Largest New Holdings this Quarter

824348106 - Sherwin-Williams: $5,981,675 Holding
75513E105 - RTX CORPORATION: $756,968 Holding
003263100 - abrdn Physical Precious Metals Basket Shares ETF: $276,300 Holding
11135F101 - Broadcom: $226,033 Holding
055622104 - 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 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.	$30,597,102	$41,167 ▲	0.1%	105,540	10.2%	Finance
NVDA NVIDIA	$22,285,497	$270,006 ▼	-1.2%	141,056	7.4%	Computer and Technology
MSFT Microsoft	$21,104,182	$717,268 ▼	-3.3%	42,428	7.1%	Computer and Technology
AAPL Apple	$15,001,228	$1,384,899 ▼	-8.5%	73,116	5.0%	Computer and Technology
PG Procter & Gamble	$10,540,771	$3,517,308 ▲	50.1%	66,161	3.5%	Consumer Staples
ABBV AbbVie	$9,135,554	$1,546,228 ▲	20.4%	49,216	3.1%	Medical
ORCL Oracle	$9,125,617	$145,826 ▼	-1.6%	41,740	3.0%	Computer and Technology
AMZN Amazon.com	$8,317,514	$1,125,471 ▼	-11.9%	37,912	2.8%	Retail/Wholesale
IBM International Business Machines	$7,432,878	$117,912 ▲	1.6%	25,215	2.5%	Computer and Technology
SPGI S&P Global	$6,267,897		0.0%	11,887	2.1%	Finance
SHW Sherwin-Williams	$5,981,675	$5,981,675 ▲	New Holding	17,421	2.0%	Basic Materials
XOM Exxon Mobil	$5,784,117	$1,753,475 ▲	43.5%	53,656	1.9%	Energy
CSCO Cisco Systems	$4,692,239	$62,442 ▼	-1.3%	67,631	1.6%	Computer and Technology
GOOG Alphabet	$4,538,524	$878,081 ▼	-16.2%	25,585	1.5%	Computer and Technology
GLD SPDR Gold Shares	$4,282,557	$975,456 ▲	29.5%	14,049	1.4%	Finance
MRK Merck & Co., Inc.	$4,190,968	$725,343 ▲	20.9%	52,943	1.4%	Medical
ABT Abbott Laboratories	$3,935,178	$1,550,514 ▲	65.0%	28,933	1.3%	Medical
T AT&T	$3,892,613	$84,679 ▲	2.2%	134,506	1.3%	Computer and Technology
GE GE Aerospace	$3,850,298		0.0%	14,959	1.3%	Aerospace
UNP Union Pacific	$3,621,000	$460,160 ▼	-11.3%	15,738	1.2%	Transportation
PEP PepsiCo	$3,392,240	$37,499 ▼	-1.1%	25,691	1.1%	Consumer Staples
AMGN Amgen	$3,330,417	$321,092 ▼	-8.8%	11,928	1.1%	Medical
V Visa	$3,282,691	$104,737 ▼	-3.1%	9,246	1.1%	Business Services
GLW Corning	$3,277,231	$31,554 ▲	1.0%	62,317	1.1%	Computer and Technology
CL Colgate-Palmolive	$3,200,862	$215,433 ▲	7.2%	35,213	1.1%	Consumer Staples
BAC Bank of America	$3,194,479	$48,503 ▼	-1.5%	67,508	1.1%	Finance
COST Costco Wholesale	$3,122,794		0.0%	3,155	1.0%	Retail/Wholesale
KO CocaCola	$2,798,587		0.0%	39,556	0.9%	Consumer Staples
VZ Verizon Communications	$2,727,082	$69,491 ▲	2.6%	63,025	0.9%	Computer and Technology
ACN Accenture	$2,674,468	$22,417 ▼	-0.8%	8,948	0.9%	Computer and Technology
LAM RESEARCH CORP	$2,643,755	$170,345 ▼	-6.1%	27,160	0.9%	COM NEW
JNJ Johnson & Johnson	$2,603,777	$371,030 ▼	-12.5%	17,046	0.9%	Medical
MU Micron Technology	$2,559,287		0.0%	20,765	0.9%	Computer and Technology
TSCO Tractor Supply	$2,542,757		0.0%	48,186	0.8%	Retail/Wholesale
MCK McKesson	$2,491,452		0.0%	3,400	0.8%	Medical
BMY Bristol Myers Squibb	$2,453,370	$41,661 ▼	-1.7%	53,000	0.8%	Medical
AFL Aflac	$2,431,486	$79,095 ▼	-3.2%	23,056	0.8%	Finance
FLR Fluor	$2,363,547	$51,270 ▼	-2.1%	46,100	0.8%	Construction
DE Deere & Company	$2,023,282		0.0%	3,979	0.7%	Industrials
PFE Pfizer	$1,949,066	$379,792 ▲	24.2%	80,407	0.7%	Medical
EMR Emerson Electric	$1,919,952	$613,318 ▲	46.9%	14,400	0.6%	Industrials
SLB Schlumberger	$1,915,987	$177,788 ▲	10.2%	56,686	0.6%	Energy
ITA iShares U.S. Aerospace & Defense ETF	$1,825,092	$565,920 ▼	-23.7%	9,675	0.6%	ETF
BA Boeing	$1,776,815	$62,859 ▼	-3.4%	8,480	0.6%	Aerospace
MA Mastercard	$1,744,127	$14,047 ▼	-0.8%	3,104	0.6%	Business Services
NEE NextEra Energy	$1,672,562	$277,684 ▼	-14.2%	24,093	0.6%	Utilities
SPY SPDR S&P 500 ETF Trust	$1,641,010		0.0%	2,656	0.5%	Finance
ITW Illinois Tool Works	$1,520,588		0.0%	6,150	0.5%	Industrials
NSC Norfolk Southern	$1,433,432		0.0%	5,600	0.5%	Transportation
AWK American Water Works	$1,406,723	$278,228 ▼	-16.5%	10,112	0.5%	Utilities
CAT Caterpillar	$1,368,441		0.0%	3,525	0.5%	Industrials
CVX Chevron	$1,333,331	$57,274 ▼	-4.1%	9,312	0.4%	Energy
AEP American Electric Power	$1,234,566	$311,287 ▼	-20.1%	11,898	0.4%	Utilities
META Meta Platforms	$1,207,516		0.0%	1,636	0.4%	Computer and Technology
GOOGL Alphabet	$1,151,840	$657,867 ▼	-36.4%	6,536	0.4%	Computer and Technology
PFF iShares Preferred and Income Securities ETF	$1,145,131	$74,399 ▲	6.9%	37,325	0.4%	ETF
MAIN Main Street Capital	$1,134,720		0.0%	19,200	0.4%	Finance
HII Huntington Ingalls Industries	$1,109,509	$48,292 ▼	-4.2%	4,595	0.4%	Aerospace
HON Honeywell International	$1,095,002	$232,880 ▼	-17.5%	4,702	0.4%	Multi-Sector Conglomerates
MAR Marriott International	$1,065,519		0.0%	3,900	0.4%	Consumer Discretionary
WMT Walmart	$1,001,170	$48,694 ▼	-4.6%	10,239	0.3%	Retail/Wholesale
COP ConocoPhillips	$979,333		0.0%	10,913	0.3%	Energy
LLY Eli Lilly and Company	$961,941	$77,953 ▲	8.8%	1,234	0.3%	Medical
ATO Atmos Energy	$880,739		0.0%	5,715	0.3%	Utilities
DRI Darden Restaurants	$840,275	$317,147 ▼	-27.4%	3,855	0.3%	Retail/Wholesale
KMB Kimberly-Clark	$837,980	$51,568 ▲	6.6%	6,500	0.3%	Consumer Staples
INTU Intuit	$823,861	$107,905 ▼	-11.6%	1,046	0.3%	Computer and Technology
TJX TJX Companies	$815,034		0.0%	6,600	0.3%	Retail/Wholesale
MPC Marathon Petroleum	$805,634		0.0%	4,850	0.3%	Energy
ADP Automatic Data Processing	$761,748	$431,760 ▼	-36.2%	2,470	0.3%	Computer and Technology
RTX CORPORATION	$756,968	$756,968 ▲	New Holding	5,184	0.3%	COM
GIS General Mills	$756,841	$77,715 ▼	-9.3%	14,608	0.3%	Consumer Staples
NKE NIKE	$725,887	$213,120 ▼	-22.7%	10,218	0.2%	Consumer Discretionary
FDX FedEx	$653,517		0.0%	2,875	0.2%	Transportation
DTM DT Midstream	$648,469		0.0%	5,900	0.2%	Energy
ZTS Zoetis	$642,203	$233,925 ▼	-26.7%	4,118	0.2%	Medical
NOC Northrop Grumman	$627,475		0.0%	1,255	0.2%	Aerospace
DOW DOW	$622,610	$92,391 ▼	-12.9%	23,512	0.2%	Basic Materials
DTE DTE Energy	$609,316	$66,230 ▼	-9.8%	4,600	0.2%	Utilities
CI Cigna Group	$605,623	$122,976 ▲	25.5%	1,832	0.2%	Medical
MCD McDonald's	$581,419	$111,609 ▼	-16.1%	1,990	0.2%	Retail/Wholesale
SYK Stryker	$553,882		0.0%	1,400	0.2%	Medical
VTRS Viatris	$539,310	$2,465 ▼	-0.5%	60,393	0.2%	Medical
SCHW Charles Schwab	$538,225		0.0%	5,899	0.2%	Finance
AMPLIFY ETF TR	$526,857	$86,370 ▼	-14.1%	6,100	0.2%	AMPLIFY CYBERSEC
CP Canadian Pacific Kansas City	$514,384		0.0%	6,489	0.2%	Transportation
CMA Comerica	$512,692	$123,655 ▼	-19.4%	8,595	0.2%	Finance
PHO Invesco Water Resources ETF	$503,352		0.0%	7,200	0.2%	ETF
XLK Technology Select Sector SPDR Fund	$489,241	$276,528 ▼	-36.1%	1,932	0.2%	ETF
D Dominion Energy	$480,025	$5,652 ▼	-1.2%	8,493	0.2%	Utilities
ETN Eaton	$477,296		0.0%	1,337	0.2%	Industrials
MDT Medtronic	$475,600	$61,019 ▲	14.7%	5,456	0.2%	Medical
TSLA Tesla	$451,078		0.0%	1,420	0.2%	Auto/Tires/Trucks
GDX VanEck Gold Miners ETF	$442,510		0.0%	8,500	0.1%	ETF
USB U.S. Bancorp	$414,536	$44,119 ▲	11.9%	9,161	0.1%	Finance
WTRG Essential Utilities	$411,289		0.0%	11,074	0.1%	Utilities
APH Amphenol	$395,000		0.0%	4,000	0.1%	Computer and Technology
MAS Masco	$394,205	$96,540 ▼	-19.7%	6,125	0.1%	Construction
F Ford Motor	$391,327	$86,984 ▲	28.6%	36,067	0.1%	Auto/Tires/Trucks
CRUS Cirrus Logic	$385,744		0.0%	3,700	0.1%	Computer and Technology

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

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