SS&H Financial Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, SS&H Financial Advisors, Inc. held in its portfolio 125 assets valued at $342,718 (i.e. $342.72K).
The most valuable assets in the portfolio included: JPMORGAN CHASE & CO. ($33.93K), NVIDIA CORPORATION ($24.86K), and MICROSOFT CORP ($20.15K).
The chart below shows the top 10 valuable assets, and the table below shows the top 125 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
SS&H Financial Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| JPMORGAN CHASE & CO. | 105290 | 33927 | COM |
| NVIDIA CORPORATION | 133291 | 24859 | COM |
| MICROSOFT CORP | 41673 | 20154 | COM |
| APPLE INC | 73166 | 19891 | COM |
| ABBVIE INC | 48616 | 11108 | COM |
| AMAZON COM INC | 41080 | 9482 | COM |
| ORACLE CORP | 47650 | 9287 | COM |
| PROCTER AND GAMBLE CO | 62660 | 8980 | COM |
| ALPHABET INC | 27660 | 8680 | CAP STK CL C |
| INTERNATIONAL BUSINESS MACHS | 24910 | 7379 | COM |
| MERCK & CO INC | 65293 | 6873 | COM |
| EXXON MOBIL CORP | 54556 | 6565 | COM |
| S&P GLOBAL INC | 11887 | 6212 | COM |
| AMGEN INC | 18003 | 5893 | COM |
| MICRON TECHNOLOGY INC | 20615 | 5884 | COM |
| SPDR GOLD TR | 14049 | 5568 | GOLD SHS |
| CORNING INC | 62517 | 5474 | COM |
| CISCO SYS INC | 66756 | 5142 | COM |
| SHERWIN WILLIAMS CO | 15030 | 4870 | COM |
| GE AEROSPACE | 14959 | 4608 | COM NEW |
| LAM RESEARCH CORP | 25010 | 4281 | COM NEW |
| BRISTOL-MYERS SQUIBB CO | 69350 | 3741 | COM |
| BANK AMERICA CORP | 67783 | 3728 | COM |
| UNION PAC CORP | 15738 | 3641 | COM |
| PEPSICO INC | 25144 | 3609 | COM |
| JOHNSON & JOHNSON | 16946 | 3507 | COM |
| ABBOTT LABS | 27433 | 3437 | COM |
| AT&T INC | 134906 | 3351 | COM |
| VISA INC | 9246 | 3243 | COM CL A |
| PFIZER INC | 112943 | 2812 | COM |
| MCKESSON CORP | 3400 | 2789 | COM |
| COLGATE PALMOLIVE CO | 35213 | 2783 | COM |
| COCA COLA CO | 39556 | 2765 | COM |
| HUNTINGTON INGALLS INDS INC | 8120 | 2761 | COM |
| COSTCO WHSL CORP NEW | 3155 | 2720 | COM |
| CATERPILLAR INC | 4525 | 2592 | COM |
| AFLAC INC | 22616 | 2494 | COM |
| VERIZON COMMUNICATIONS INC | 60073 | 2447 | COM |
| TRACTOR SUPPLY CO | 48186 | 2410 | COM |
| ACCENTURE PLC IRELAND | 8898 | 2387 | SHS CLASS A |
| ELI LILLY & CO | 2034 | 2186 | COM |
| BOEING CO | 9745 | 2116 | COM |
| ISHARES TR | 9675 | 2077 | US AER DEF ETF |
| SLB LIMITED | 51886 | 1991 | COM STK |
| ALPHABET INC | 6286 | 1968 | CAP STK CL A |
| EMERSON ELEC CO | 14400 | 1911 | COM |
| DEERE & CO | 3979 | 1853 | COM |
| NEXTERA ENERGY INC | 22893 | 1838 | COM |
| MASTERCARD INCORPORATED | 3197 | 1825 | CL A |
| SPDR S&P 500 ETF TR | 2656 | 1811 | TR UNIT |
| FLUOR CORP NEW | 44600 | 1767 | COM |
| MEDTRONIC PLC | 17871 | 1717 | SHS |
| ADVANCED MICRO DEVICES INC | 7550 | 1617 | COM |
| ISHARES TR | 51425 | 1592 | PFD AND INCM SEC |
| NORFOLK SOUTHN CORP | 5500 | 1588 | COM |
| CHEVRON CORP NEW | 10112 | 1541 | COM |
| ILLINOIS TOOL WKS INC | 6150 | 1515 | COM |
| RTX CORPORATION | 7684 | 1409 | COM |
| AMERICAN ELEC PWR CO INC | 11898 | 1372 | COM |
| AMERICAN WTR WKS CO INC NEW | 10112 | 1320 | COM |
| MARRIOTT INTL INC NEW | 3900 | 1210 | CL A |
| WALMART INC | 10738 | 1196 | COM |
| META PLATFORMS INC | 1796 | 1186 | CL A |
| MAIN STR CAP CORP | 19100 | 1153 | COM |
| NORTHROP GRUMMAN CORP | 2005 | 1143 | COM |
| CONOCOPHILLIPS | 10913 | 1022 | COM |
| ATMOS ENERGY CORP | 5565 | 933 | COM |
| HONEYWELL INTL INC | 4702 | 917 | COM |
| TJX COS INC NEW | 5955 | 915 | COM |
| FEDEX CORP | 2875 | 830 | COM |
| MARATHON PETE CORP | 4850 | 789 | COM |
| COMERICA INC | 8595 | 747 | COM |
| VANECK ETF TRUST | 8500 | 729 | GOLD MINERS ETF |
| VIATRIS INC | 56911 | 709 | COM |
| DT MIDSTREAM INC | 5900 | 706 | COMMON STOCK |
| GENERAL DYNAMICS CORP | 2045 | 688 | COM |
| GENERAL MLS INC | 14608 | 679 | COM |
| DARDEN RESTAURANTS INC | 3600 | 662 | COM |
| KIMBERLY-CLARK CORP | 6500 | 656 | COM |
| COREWEAVE INC | 9050 | 648 | COM CL A |
| ISHARES SILVER TR | 10066 | 648 | ISHARES |
| TESLA INC | 1420 | 639 | COM |
| AUTOMATIC DATA PROCESSING IN | 2470 | 635 | COM |
| MCDONALDS CORP | 1990 | 608 | COM |
| DTE ENERGY CO | 4600 | 593 | COM |
| SCHWAB CHARLES CORP | 5899 | 589 | COM |
| INTUIT | 855 | 566 | COM |
| AMPHENOL CORP NEW | 4000 | 541 | CL A |
| AMPLIFY ETF TR | 6500 | 522 | AMPLIFY CYBERSEC |
| INVESCO EXCHANGE TRADED FD T | 7200 | 507 | WATER RES ETF |
| THE CIGNA GROUP | 1832 | 504 | COM |
| DOMINION ENERGY INC | 8493 | 498 | COM |
| STRYKER CORPORATION | 1400 | 492 | COM |
| US BANCORP DEL | 9161 | 489 | COM NEW |
| LOCKHEED MARTIN CORP | 1000 | 484 | COM |
| CANADIAN PACIFIC KANSAS CITY | 6489 | 478 | COM |
| SELECT SECTOR SPDR TR | 3282 | 473 | STATE STREET TEC |
| CIRRUS LOGIC INC | 3700 | 438 | COM |
| EATON CORP PLC | 1337 | 426 | SHS |
| ESSENTIAL UTILS INC | 11074 | 425 | COM |
| ZOETIS INC | 3300 | 415 | CL A |
| MASCO CORP | 6125 | 389 | COM |
| GE HEALTHCARE TECHNOLOGIES I | 4609 | 378 | COMMON STOCK |
| SHOPIFY INC | 2320 | 373 | CL A SUB VTG SHS |
| LUMEN TECHNOLOGIES INC | 46943 | 365 | COM |
| RH | 2000 | 358 | COM |
| GOLDMAN SACHS GROUP INC | 400 | 352 | COM |
| HOME DEPOT INC | 995 | 342 | COM |
| INTEL CORP | 8955 | 330 | COM |
| LAUDER ESTEE COS INC | 3030 | 317 | CL A |
| REALTY INCOME CORP | 5449 | 307 | COM |
| GLOBAL PMTS INC | 3795 | 294 | COM |
| BROADCOM INC | 820 | 284 | COM |
| SELECT SECTOR SPDR TR | 2334 | 279 | STATE STREET CON |
| NIKE INC | 4218 | 269 | CL B |
| CLOROX CO DEL | 2600 | 262 | COM |
| BERKSHIRE HATHAWAY INC DEL | 488 | 245 | CL B NEW |
| SMUCKER J M CO | 2450 | 240 | COM NEW |
| BP PLC | 6480 | 225 | SPONSORED ADR |
| AIR PRODS & CHEMS INC | 907 | 224 | COM |
| ISHARES TR | 316 | 216 | CORE S&P500 ETF |
| DOVER CORP | 1100 | 215 | COM |
| NETFLIX INC | 2250 | 211 | COM |
| ALTRIA GROUP INC | 3550 | 205 | COM |
| ADOBE INC | 576 | 202 | COM |
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