SH

SS&H Financial Advisors, Inc.

13F
SS&H Financial Advisors, Inc.
Last update 2024-10-09 126 Stocks (7 new)
Value $275.00 Mil Turnover 2 %
Countries:
Top Holdings: JPM(8.18%)MSFT(7.00%)AAPL(6.87%)NVDA(6.47%)ABBV(2.97%)
Portfolio Report
Summary Stock Picks Current Portfolio
SS&H Financial Advisors, Inc. Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JPM 		JPMorgan Chase & Co
106,532
22460.000
+0.40%
8.180
+0.03%
0.000
+14.34%
+33.32%
623569.750
Banks
MSFT 		Microsoft Corp
44,685
19230.000
+8.93%
7.000
+0.57%
0.000
+4.32%
+10.02%
3059156.044
Software
AAPL 		Apple Inc
80,886
18850.000
+1.22%
6.870
+0.08%
0.000
+6.90%
+16.50%
3377630.649
Hardware
NVDA 		NVIDIA Corp
146,295
17770.000
-0.63%
6.470
-0.04%
0.000
+39.30%
+182.58%
3431992.300
Semiconductors
ABBV 		AbbVie Inc
41,274
8150.000
-0.36%
2.970
-0.01%
0.000
+10.27%
+34.90%
356396.860
Drug Manufacturers
AMZN 		Amazon.com Inc
43,527
8110.000
0%
2.950
0%
0.000
+23.90%
+31.30%
2097744.696
Retail - Cyclical
PG 		Procter & Gamble Co
45,111
7810.000
-0.02%
2.840
0%
0.000
-0.79%
+15.93%
390371.717
Consumer Packaged Goods
ORCL 		Oracle Corp
42,924
7310.000
0%
2.660
0%
0.000
+34.65%
+64.93%
476013.221
Software
SPGI 		S&P Global Inc
11,887
6140.000
0%
2.240
0%
0.000
+3.94%
+11.84%
151957.013
Capital Markets
IBM 		International Business Machines Corp
25,135
5560.000
-0.20%
2.030
0%
0.000
+14.22%
+30.48%
191928.594
Software

SS&H Financial Advisors, Inc.'s Historical Top Holdings Breakdowns

SS&H Financial Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MSFT 		Microsoft Corp2024-09-30Add
+0.57%
●
395.15 ($427.47) 467.56
$411.46
-3.75%
Add 8.93%
44,685
3,663
META 		Meta Platforms Inc2024-09-30New Buy
+0.34%
●
453.41 ($514.55) 572.44
$572.43
11.25%
New holding
1,636
1,636
NKE 		Nike Inc2024-09-30Reduce
-0.17%
●
71.09 ($78.43) 89.44
$77.98
-0.57%
Reduce -30.29%
13,218
-5,743
GOOGL 		Alphabet Inc2024-09-30Add
+0.09%
●
148.66 ($167.74) 191.18
$169.74
1.19%
Add 16.48%
10,453
1,479
DHR 		Danaher Corp2024-09-30New Buy
+0.09%
●
239.25 ($264.64) 280.76
$250.07
-5.51%
New holding
917
917
AAPL 		Apple Inc2024-09-30Add
+0.08%
●
207.23 ($223.32) 234.82
$223.45
0.06%
Add 1.22%
80,886
976
BRK.B 		Berkshire Hathaway Inc2024-09-30New Buy
+0.08%
●
405.19 ($442.18) 478.57
$445.06
0.65%
New holding
488
488
DOV 		Dover Corp2024-09-30New Buy
+0.08%
●
172.5 ($182.21) 193.03
$192.15
5.46%
New holding
1,100
1,100
MKC 		McCormick & Co Inc2024-09-30New Buy
+0.08%
●
69.44 ($77.95) 84.76
$78.83
1.13%
New holding
2,670
2,670
SLB 		Schlumberger Ltd2024-09-30Add
+0.08%
●
39.57 ($44.52) 49.67
$40.55
-8.92%
Add 15.72%
37,541
5,100

SS&H Financial Advisors, Inc. Total Holding History ($B)

To

SS&H Financial Advisors, Inc.'s Asset Allocation

To

SS&H Financial Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SS&H Financial Advisors, Inc.'s Hypothetical Growth since 2024-09-30

SS&H Financial Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

SS&H Financial Advisors, Inc.'s Holdings Heat Map

Size field:

SS&H Financial Advisors, Inc.'s Holdings Bubble Chart

SS&H Financial Advisors, Inc. News

  • 1

Discussions on SS&H Financial Advisors, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.