Ss&H Financial Advisors, Inc. Portfolio Holdings

Ss&H Financial Advisors, Inc.

  • $324 Million
  • Q3 2025

Ss&H Financial Advisors, Inc. has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $324 Million distributed in 125 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $33.3M, Nvidia Corp with a value of $25.6M, Microsoft Corp with a value of $22M, Apple Inc. with a value of $18.7M, and Oracle Corp with a value of $12.1M.

Examining the 13F form we can see an increase of $29.1M in the current position value, from $294M to 324M.

Below you can find more details about Ss&H Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $324 Million
Technology: $104 Million
Financial Services: $53.5 Million
Healthcare: $39.6 Million
Industrials: $30.3 Million
Consumer Defensive: $25.3 Million
Communication Services: $16.7 Million
Consumer Cyclical: $16.1 Million
ETFs: $13 Million
Other: $25 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$881B
$33.3 Million 10.29% of portfolio
105,540
Q2 2025 Added 0.13%
$465B
$25.6 Million 7.92% of portfolio
137,381
Q3 2025 Reduced 2.61%
$3.78T
$22 Million 6.79% of portfolio
42,398
Q3 2025 Reduced 0.07%
$4.3T
$18.7 Million 5.77% of portfolio
73,351
Q3 2025 Added 0.32%
$593B
$12.1 Million 3.74% of portfolio
43,090
Q3 2025 Added 3.23%
$414B
$11.3 Million 3.49% of portfolio
48,816
Q3 2025 Reduced 0.81%
$346B
$9.71 Million 3.0% of portfolio
63,198
Q3 2025 Reduced 4.48%
$2.39T
$8.41 Million 2.6% of portfolio
38,302
Q3 2025 Added 1.03%
$266B
$7 Million 2.16% of portfolio
24,815
Q3 2025 Reduced 1.59%
$1.74T
$6.74 Million 2.08% of portfolio
27,660
Q3 2025 Added 8.11%
$490B
$6.04 Million 1.87% of portfolio
53,556
Q3 2025 Reduced 0.19%
$159B
$5.79 Million 1.79% of portfolio
11,887
Q4 2023 Reduced 5.95%
$86.1B
$5.2 Million 1.61% of portfolio
15,030
Q3 2025 Reduced 13.72%
$69.4B
$5.17 Million 1.6% of portfolio
63,017
Q3 2025 Added 1.12%
$130B
$4.99 Million 1.54% of portfolio
14,049
Q2 2025 Added 29.5%
$319B
$4.61 Million 1.43% of portfolio
67,431
Q3 2025 Reduced 0.3%
$235B
$4.46 Million 1.38% of portfolio
53,093
Q3 2025 Added 0.28%
$183B
$4.32 Million 1.33% of portfolio
15,303
Q3 2025 Added 28.29%
$181B
$3.8 Million 1.17% of portfolio
134,406
Q3 2025 Reduced 0.07%
$136B
$3.72 Million 1.15% of portfolio
15,738
Q2 2025 Reduced 11.28%
$228B
$3.67 Million 1.14% of portfolio
27,433
Q3 2025 Reduced 5.18%
$204B
$3.55 Million 1.1% of portfolio
25,291
Q3 2025 Reduced 1.56%
$413B
$3.48 Million 1.08% of portfolio
67,508
Q2 2025 Reduced 1.5%
$268B
$3.47 Million 1.07% of portfolio
20,765
Q4 2024 Reduced 2.35%
$522B
$3.18 Million 0.98% of portfolio
17,146
Q3 2025 Added 0.59%
$533B
$3.16 Million 0.98% of portfolio
9,246
Q2 2025 Reduced 3.09%
$404B
$2.92 Million 0.9% of portfolio
3,155
Q1 2025 Added 0.03%
$65.7B
$2.81 Million 0.87% of portfolio
35,213
Q2 2025 Added 7.22%
$172B
$2.77 Million 0.86% of portfolio
63,125
Q3 2025 Added 0.16%
$6.15B
$2.74 Million 0.85% of portfolio
48,186
Q1 2025 Added 0.01%
$306B
$2.62 Million 0.81% of portfolio
39,556
Q3 2024 Reduced 5.94%
$121B
$2.63 Million 0.81% of portfolio
3,400
Q1 2022 New
$72.3B
$2.53 Million 0.78% of portfolio
22,616
Q3 2025 Reduced 1.91%
$99.5B
$2.52 Million 0.78% of portfolio
55,900
Q3 2025 Added 5.47%
$12.5B
$2.34 Million 0.72% of portfolio
8,120
Q3 2025 Added 76.71%
$152B
$2.21 Million 0.68% of portfolio
8,948
Q2 2025 Reduced 0.83%
$141B
$2.16 Million 0.67% of portfolio
84,900
Q3 2025 Added 5.59%
$0
$2.02 Million 0.63% of portfolio
9,675
Q2 2025 Reduced 23.67%
$512B
$1.91 Million 0.59% of portfolio
3,354
Q3 2025 Added 8.05%
$6.02B
$1.92 Million 0.59% of portfolio
45,600
Q3 2025 Reduced 1.08%
$75.4B
$1.89 Million 0.58% of portfolio
14,400
Q2 2025 Added 46.94%
$144B
$1.82 Million 0.56% of portfolio
3,979
Q3 2024 Added 1.27%
$114B
$1.82 Million 0.56% of portfolio
8,420
Q3 2025 Reduced 0.71%
$0
$1.77 Million 0.55% of portfolio
2,656
Q4 2024 Added 0.3%
$52.4B
$1.76 Million 0.54% of portfolio
51,286
Q3 2025 Reduced 9.53%
$168B
$1.73 Million 0.53% of portfolio
22,893
Q3 2025 Reduced 4.98%
$291B
$1.68 Million 0.52% of portfolio
3,525
Q3 2023 Reduced 2.76%
$65.7B
$1.65 Million 0.51% of portfolio
5,500
Q3 2025 Reduced 1.79%
$74.9B
$1.6 Million 0.5% of portfolio
6,150
Q1 2025 Reduced 7.52%

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $324 Million
  • Prior Value $294 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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