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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$130B
$4.99 Million 1.54% of portfolio
14,049
Q2 2025 Added 29.5%
$0
$2.02 Million 0.63% of portfolio
9,675
Q2 2025 Reduced 23.67%
$0
$1.77 Million 0.55% of portfolio
2,656
Q4 2024 Added 0.3%
$0
$1.21 Million 0.37% of portfolio
38,125
Q3 2025 Added 2.14%
$0
$649,000 0.2% of portfolio
8,500
Q1 2025 Added 2.41%
$0
$519,000 0.16% of portfolio
7,200
Q1 2022 New
$0
$462,000 0.14% of portfolio
1,641
Q3 2025 Reduced 15.06%
$24.1B
$426,000 0.13% of portfolio
10,066
Q3 2024 Reduced 1.02%
$2.1B
$330,000 0.1% of portfolio
2,000
Q2 2025 New
$0
$333,000 0.1% of portfolio
499
Q3 2025 Added 1.42%
$0
$279,000 0.09% of portfolio
1,167
Q2 2025 Reduced 33.31%

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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