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
$140B
$426,000 0.12% of portfolio
1,337
Q2 2024 New
$174B
$373,000 0.11% of portfolio
2,320
Q4 2024 New
$8.27B
$365,000 0.11% of portfolio
46,943
Q4 2025 Reduced 17.56%
Ge Healthcare Technologies I
-
$378,000 0.11% of portfolio
-
Q2 2025 Reduced 4.32%
$13.4B
$389,000 0.11% of portfolio
6,125
Q2 2025 Reduced 19.67%
$143B
$330,000 0.1% of portfolio
8,955
Q3 2025 Reduced 2.18%
$367B
$342,000 0.1% of portfolio
995
Q3 2024 Added 32.14%
$3.54B
$358,000 0.1% of portfolio
2,000
Q4 2025 New
$265B
$352,000 0.1% of portfolio
400
Q4 2024 New
$20.5B
$294,000 0.09% of portfolio
3,795
Q4 2025 Reduced 7.33%
$35.1B
$307,000 0.09% of portfolio
5,449
Q4 2025 Reduced 5.22%
$19.9B
$317,000 0.09% of portfolio
3,030
Q2 2025 Reduced 24.81%
$0
$279,000 0.08% of portfolio
2,334
Q4 2025 Added 100.0%
$139B
$284,000 0.08% of portfolio
820
Q2 2025 New
$79.2B
$269,000 0.08% of portfolio
4,218
Q4 2025 Reduced 58.72%
$12.8B
$262,000 0.08% of portfolio
2,600
Q1 2025 Reduced 6.47%
$11.6B
$240,000 0.07% of portfolio
2,450
Q1 2024 Added 8.89%
$112B
$225,000 0.07% of portfolio
6,480
Q4 2025 Reduced 7.16%
$662B
$245,000 0.07% of portfolio
488
Q3 2024 New
$104B
$205,000 0.06% of portfolio
3,550
Q1 2025 New
$0
$216,000 0.06% of portfolio
316
Q4 2025 Reduced 36.67%
$151B
$202,000 0.06% of portfolio
576
Q2 2025 Reduced 63.45%
$25.7B
$215,000 0.06% of portfolio
1,100
Q4 2025 New
$49.1B
$211,000 0.06% of portfolio
2,250
Q4 2025 Added 900.0%

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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