Ss&H Financial Advisors, Inc. Portfolio Holdings

Ss&H Financial Advisors, Inc.

  • $343 Million
  • Q4 2025

Ss&H Financial Advisors, Inc. has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $343 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 $33.9M, Nvidia Corp with a value of $24.9M, Microsoft Corp with a value of $20.2M, Apple Inc. with a value of $19.9M, and Abb Vie Inc. with a value of $11.1M.

Examining the 13F form we can see an increase of $19.1M in the current position value, from $324M to 343M.

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

Portfolio value $343 Million
Technology: $105 Million
Financial Services: $55 Million
Healthcare: $46.2 Million
Industrials: $31.8 Million
Consumer Defensive: $24.4 Million
Communication Services: $18.2 Million
Consumer Cyclical: $16.9 Million
ETFs: $13.9 Million
Other: $25.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.02B
$1.77 Million 0.52% of portfolio
44,600
Q4 2025 Reduced 2.19%
$128B
$1.72 Million 0.5% of portfolio
17,871
Q4 2025 Added 9.16%
$388B
$1.62 Million 0.47% of portfolio
7,550
Q4 2025 Added 112.68%
$65.7B
$1.59 Million 0.46% of portfolio
5,500
Q3 2025 Reduced 1.79%
$0
$1.59 Million 0.46% of portfolio
51,425
Q4 2025 Added 34.89%
$303B
$1.54 Million 0.45% of portfolio
10,112
Q4 2025 Added 7.44%
$74.9B
$1.52 Million 0.44% of portfolio
6,150
Q1 2025 Reduced 7.52%
$258B
$1.41 Million 0.41% of portfolio
7,684
Q3 2025 New
$62.3B
$1.37 Million 0.4% of portfolio
11,898
Q2 2025 Reduced 20.14%
$23.9B
$1.32 Million 0.39% of portfolio
10,112
Q2 2025 Reduced 16.51%
$279B
$1.2 Million 0.35% of portfolio
10,738
Q4 2025 Added 3.86%
$92.7B
$1.21 Million 0.35% of portfolio
3,900
Q3 2023 Reduced 9.3%
$1.37T
$1.19 Million 0.35% of portfolio
1,796
Q4 2025 Added 9.78%
$4.4B
$1.15 Million 0.34% of portfolio
19,100
Q4 2025 Reduced 0.52%
$86.7B
$1.14 Million 0.33% of portfolio
2,005
Q3 2025 Added 59.76%
$113B
$1.02 Million 0.3% of portfolio
10,913
Q4 2024 Added 266.09%
$24.5B
$933,000 0.27% of portfolio
5,565
Q3 2025 Reduced 2.62%
$132B
$917,000 0.27% of portfolio
4,702
Q2 2025 Reduced 17.54%
$68.9B
$830,000 0.24% of portfolio
2,875
Q4 2024 Reduced 2.54%
$99.7B
$789,000 0.23% of portfolio
4,850
Q3 2024 Added 11.49%
$10.3B
$747,000 0.22% of portfolio
8,595
Q2 2025 Reduced 19.43%
$13B
$709,000 0.21% of portfolio
56,911
Q4 2025 Reduced 1.81%
$11.2B
$706,000 0.21% of portfolio
5,900
Q4 2024 Reduced 4.84%
$0
$729,000 0.21% of portfolio
8,500
Q1 2025 Added 2.41%
$28.1B
$679,000 0.2% of portfolio
14,608
Q2 2025 Reduced 9.31%
$94.5B
$688,000 0.2% of portfolio
2,045
Q3 2025 New
$1.29T
$639,000 0.19% of portfolio
1,420
Q2 2024 Reduced 29.7%
$104B
$635,000 0.19% of portfolio
2,470
Q2 2025 Reduced 36.18%
$21.3B
$662,000 0.19% of portfolio
3,600
Q4 2025 Reduced 6.61%
Coreweave Inc
-
$648,000 0.19% of portfolio
-
Q4 2025 Added 352.5%
$24.1B
$648,000 0.19% of portfolio
10,066
Q3 2024 Reduced 1.02%
$35.1B
$656,000 0.19% of portfolio
6,500
Q2 2025 Added 6.56%
$224B
$608,000 0.18% of portfolio
1,990
Q2 2025 Reduced 16.1%
$26.6B
$593,000 0.17% of portfolio
4,600
Q2 2025 Reduced 9.8%
$167B
$589,000 0.17% of portfolio
5,899
Q2 2024 New
$182B
$566,000 0.17% of portfolio
855
Q4 2025 Reduced 9.62%
$79.6B
$541,000 0.16% of portfolio
4,000
Q2 2024 New
$82.8B
$504,000 0.15% of portfolio
1,832
Q2 2025 Added 25.48%
$0
$507,000 0.15% of portfolio
7,200
Q1 2022 New
$50.4B
$498,000 0.15% of portfolio
8,493
Q2 2025 Reduced 1.16%
Amplify ETF Tr
-
$522,000 0.15% of portfolio
-
Q4 2025 Added 6.56%
$136B
$492,000 0.14% of portfolio
1,400
Q4 2023 Reduced 26.32%
$0
$473,000 0.14% of portfolio
3,282
Q4 2025 Added 100.0%
$123B
$484,000 0.14% of portfolio
1,000
Q3 2025 New
Canadian Pacific Kansas City
-
$478,000 0.14% of portfolio
-
Q3 2023 New
$67.6B
$489,000 0.14% of portfolio
9,161
Q2 2025 Added 11.91%
$6.67B
$438,000 0.13% of portfolio
3,700
Q1 2022 New
$55.6B
$415,000 0.12% of portfolio
3,300
Q4 2025 Reduced 19.86%
$10.4B
$425,000 0.12% of portfolio
11,074
Q3 2023 Reduced 8.28%

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $343 Million
  • Prior Value $324 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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