Ss&H Financial Advisors, Inc. Portfolio Holdings

Ss&H Financial Advisors, Inc.

  • $275 Million
  • Q4 2024

Ss&H Financial Advisors, Inc. has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $275 Million distributed in 122 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $25.5M, Apple Inc. with a value of $20.2M, Nvidia Corp with a value of $18.9M, Microsoft Corp with a value of $18.9M, and Amazon Com Inc with a value of $9.51M.

Examining the 13F form we can see an decrease of $3K in the current position value, from $275M to 275M.

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

Portfolio value $275 Million
Technology: $85.5 Million
Financial Services: $44.8 Million
Healthcare: $30.8 Million
Industrials: $25 Million
Consumer Defensive: $24.7 Million
Consumer Cyclical: $18.3 Million
Communication Services: $13.3 Million
ETFs: $10.1 Million
Other: $18.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$72.9B
$392,000 0.14% of portfolio
8,186
Q3 2024 Reduced 20.07%
$424B
$388,000 0.14% of portfolio
995
Q3 2024 Added 32.14%
$120B
$380,000 0.14% of portfolio
4,756
Q4 2023 Added 72.57%
Ge Healthcare Technologies I
-
$377,000 0.14% of portfolio
-
Q4 2024 Reduced 1.69%
$5.67B
$369,000 0.13% of portfolio
3,700
Q1 2022 New
$40B
$332,000 0.12% of portfolio
33,450
Q4 2024 Reduced 8.23%
$66.9B
$302,000 0.11% of portfolio
1,500
Q4 2023 Reduced 1.51%
$33.6B
$314,000 0.11% of portfolio
5,867
Q4 2024 Added 16.18%
$19.1B
$303,000 0.11% of portfolio
4,030
Q4 2023 Reduced 11.04%
$45.9B
$278,000 0.1% of portfolio
4,000
Q2 2024 New
$14.6B
$266,000 0.1% of portfolio
10,066
Q3 2024 Reduced 1.02%
$0
$282,000 0.1% of portfolio
8,300
Q1 2024 New
$69.4B
$262,000 0.1% of portfolio
1,152
Q4 2024 Reduced 0.86%
$11.1B
$270,000 0.1% of portfolio
2,450
Q1 2024 Added 8.89%
$128B
$247,000 0.09% of portfolio
2,320
Q4 2024 New
$26.4B
$245,000 0.09% of portfolio
1,404
Q2 2024 New
$27.9B
$207,000 0.08% of portfolio
1,100
Q3 2024 New
$179B
$211,000 0.08% of portfolio
917
Q3 2024 New
$603B
$222,000 0.08% of portfolio
488
Q3 2024 New
$18.8B
$204,000 0.07% of portfolio
2,670
Q3 2024 New
$435B
$201,000 0.07% of portfolio
225
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $275 Million
  • Prior Value $275 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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