Ss&H Financial Advisors, Inc. Reduced Holdings in Q1 2025

Ss&H Financial Advisors, Inc.

  • $268 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-870
- 1.08%
$209.68 - $247.1 $182K - $215K
79.9K $17.7M
MSFT
Microsoft Corp

Technology
-916
- 2.05%
$375.39 - $447.2 $344K - $410K
43.9K $16.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-285
- 0.66%
$190.26 - $242.06 $54.2K - $69K
43K $8.19M
ORCL
Oracle Corp

Technology
-467
- 1.09%
$139.81 - $186.47 $65.3K - $87.1K
42.4K $5.93M
FLR
Fluor Corp

Industrials
-500
- 1.05%
$34.29 - $55.28 $17.1K - $27.6K
47.1K $1.69M
ACN
Accenture PLC

Technology
-500
- 5.25%
$300.91 - $398.25 $150K - $199K
9.02K $2.82M
GOOGL
Alphabet Inc.

Communication Services
-184
- 1.76%
$154.33 - $206.19 $28.4K - $37.9K
10.3K $1.59M
XLK
Technology Sector Spdr

ETFs
-1.09K
- 26.53%
$206.38 - $242.18 $225K - $264K
3.02K $624K
TJX
Tjx Companies Inc

Consumer Cyclical
-2.55K
- 27.85%
$112.81 - $126.16 $287K - $321K
6.6K $804K
VTRS
Viatris Inc

Healthcare
-3.91K
- 6.05%
$8.68 - $12.42 $33.9K - $48.5K
60.7K $528K
BAC
Bank Of America Corp

Financial Services
-1.03K
- 1.47%
$39.61 - $47.74 $40.6K - $48.9K
68.5K $2.86M
XLY
Select Sector Spdr Consumer Di

ETFs
-583
- 24.99%
$192.6 - $233.2 $112K - $136K
1.75K $346K
ITW
Illinois Tool Works Inc

Industrials
-500
- 7.52%
$244.9 - $274.48 $122K - $137K
6.15K $1.53M
IVV
Ishares Core S&P 500 ETF

ETFs
-183
- 21.33%
$554.06 - $615.85 $101K - $113K
675 $379K
APD
Air Products & Chemicals, Inc.

Basic Materials
-434
- 24.46%
$283.24 - $338.07 $123K - $147K
1.34K $395K
GPN
Global Payments Inc

Industrials
-464
- 9.75%
$92.18 - $113.03 $42.8K - $52.4K
4.3K $421K
PEP
Pepsico Inc

Consumer Defensive
-283
- 1.08%
$142.64 - $156.42 $40.4K - $44.3K
26K $3.9M
INTU
Intuit Inc

Technology
-92
- 7.22%
$555.63 - $630.23 $51.1K - $58K
1.18K $726K
WMT
Walmart Inc.

Consumer Defensive
-498
- 4.43%
$84.5 - $105.05 $42.1K - $52.3K
10.7K $943K
CLX
Clorox CO

Consumer Defensive
-180
- 6.47%
$141.76 - $162.89 $25.5K - $29.3K
2.6K $383K
RSG
Republic Services, Inc.

Industrials
-500
- 33.33%
$200.09 - $242.16 $100K - $121K
1K $242K
MCD
Mcdonalds Corp

Consumer Cyclical
-381
- 13.84%
$279.74 - $321.29 $107K - $122K
2.37K $741K
F
Ford Motor CO

Consumer Cyclical
-5.4K
- 16.14%
$9.12 - $10.43 $49.2K - $56.3K
28.1K $281K
D
Dominion Energy, Inc

Utilities
-450
- 4.98%
$52.85 - $57.43 $23.8K - $25.8K
8.59K $482K
Lam Research Corp
-98
- 0.34%
N/A
28.9K $2.1M
PG
Procter & Gamble CO

Consumer Defensive
-637
- 1.42%
$158.56 - $176.26 $101K - $112K
44.1K $7.51M
CL
Colgate Palmolive CO

Consumer Defensive
-700
- 2.09%
$85.68 - $97.5 $60K - $68.3K
32.8K $3.08M
HII
Huntington Ingalls Industries, Inc.

Industrials
-200
- 4.0%
$159.75 - $208.61 $32K - $41.7K
4.8K $978K
CSCO
Cisco Systems, Inc.

Technology
-2K
- 2.84%
$58.74 - $64.87 $117K - $130K
68.5K $4.23M
KMB
Kimberly Clark Corp

Consumer Defensive
-100
- 1.61%
$124.46 - $147.4 $12.4K - $14.7K
6.1K $868K
RTX
Raytheon Technologies Corp

Industrials
-250
- 4.45%
$114.1 - $135.66 $28.5K - $33.9K
5.37K $711K
ATO
Atmos Energy Corp

Utilities
-35
- 0.61%
$136.51 - $154.58 $4.78K - $5.41K
5.72K $883K
DTE
Dte Energy CO

Utilities
-50
- 0.97%
$117.6 - $138.27 $5.88K - $6.91K
5.1K $705K
AFL
Aflac Inc

Financial Services
-900
- 3.64%
$100.99 - $111.19 $90.9K - $100K
23.8K $2.65M
AEP
American Electric Power CO Inc

Utilities
-44
- 0.29%
$90.32 - $109.27 $3.97K - $4.81K
14.9K $1.63M
VZ
Verizon Communications Inc

Communication Services
-987
- 1.58%
$37.81 - $46.49 $37.3K - $45.9K
61.4K $2.79M
JPM
Jpmorgan Chase & CO

Financial Services
-1.13K
- 1.06%
$225.19 - $279.95 $255K - $317K
105K $25.9M
ABT
Abbott Laboratories

Healthcare
-50
- 0.28%
$111.1 - $140.22 $5.56K - $7.01K
17.5K $2.33M
JNJ
Johnson & Johnson

Healthcare
-334
- 1.69%
$142.06 - $167.7 $47.4K - $56K
19.5K $3.23M
XOM
Exxon Mobil Corp

Energy
-457
- 1.21%
$105.44 - $118.93 $48.2K - $54.4K
37.4K $4.45M
IBM
International Business Machines Corp

Technology
-250
- 1.0%
$217.4 - $264.74 $54.4K - $66.2K
24.8K $6.17M
T
At&T Inc.

Communication Services
-1.2K
- 0.9%
$21.56 - $28.28 $25.9K - $33.9K
132K $3.72M
ABBV
Abb Vie Inc.

Healthcare
-573
- 1.38%
$169.2 - $216.66 $97K - $124K
40.9K $8.57M
Activity Summary
Buys All Purchases 17 New Holdings 3 Increased Positions 14 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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