Filed: 4/10/2025ACC: 0001911735-25-000002
📋 What this filing means
SS&H FINANCIAL ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 122 equity positions with a total reported market value of $268.1K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
122
Positions
$268.1K
Total AUM (reported)
2.24M
Total Shares
Allocation by class
COM$228.7K85.3%
COM NEW$5.7K2.1%
CL A$5.3K2.0%
CAP STK CL C$4.8K1.8%
COM CL A$3.3K1.2%
GOLD SHS$3.1K1.2%
SHS CLASS A$2.8K1.1%
Portfolio Concentration
Top 3$60.1K22.4%
4–10$57.9K21.6%
11–25$55.3K20.6%
Rest$94.8K35.4%
Top 3 weight
22.4%
Top 10 weight
44.0%
Voting Authority Distribution
Total shares with voting rights: 2.23M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.23M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole122
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings122
Rows:
JPMORGAN CHASE & CO.
SOLEShares105.40K
TypeSH
Market value$25.9K
9.64%
Sole
0.00
Shared
0.00
None
105.40K
APPLE INC
SOLEShares79.87K
TypeSH
Market value$17.7K
6.62%
Sole
0.00
Shared
0.00
None
79.67K
MICROSOFT CORP
SOLEShares43.87K
TypeSH
Market value$16.5K
6.14%
Sole
0.00
Shared
0.00
None
43.47K
NVIDIA CORPORATION
SOLEShares142.76K
TypeSH
Market value$15.5K
5.77%
Sole
0.00
Shared
0.00
None
142.76K
ABBVIE INC
SOLEShares40.89K
TypeSH
Market value$8.6K
3.20%
Sole
0.00
Shared
0.00
None
40.54K
AMAZON COM INC
SOLEShares43.04K
TypeSH
Market value$8.2K
3.05%
Sole
0.00
Shared
0.00
None
43.04K
PROCTER AND GAMBLE CO
SOLEShares44.08K
TypeSH
Market value$7.5K
2.80%
Sole
0.00
Shared
0.00
None
44.08K
INTERNATIONAL BUSINESS MACHS
SOLEShares24.82K
TypeSH
Market value$6.2K
2.30%
Sole
0.00
Shared
0.00
None
24.82K
S&P GLOBAL INC
SOLEShares11.89K
TypeSH
Market value$6.0K
2.25%
Sole
0.00
Shared
0.00
None
11.89K
ORACLE CORP
SOLEShares42.41K
TypeSH
Market value$5.9K
2.21%
Sole
0.00
Shared
0.00
None
42.41K
ALPHABET INC
SOLEShares30.54K
TypeSH
Market value$4.8K
1.78%
Sole
0.00
Shared
0.00
None
30.54K
EXXON MOBIL CORP
SOLEShares37.39K
TypeSH
Market value$4.4K
1.66%
Sole
0.00
Shared
0.00
None
37.39K
CISCO SYS INC
SOLEShares68.53K
TypeSH
Market value$4.2K
1.58%
Sole
0.00
Shared
0.00
None
68.53K
UNION PAC CORP
SOLEShares17.74K
TypeSH
Market value$4.2K
1.56%
Sole
0.00
Shared
0.00
None
17.74K
AMGEN INC
SOLEShares13.08K
TypeSH
Market value$4.1K
1.52%
Sole
0.00
Shared
0.00
None
13.08K
MERCK & CO INC
SOLEShares43.78K
TypeSH
Market value$3.9K
1.47%
Sole
0.00
Shared
0.00
None
43.78K
PEPSICO INC
SOLEShares25.98K
TypeSH
Market value$3.9K
1.45%
Sole
0.00
Shared
0.00
None
25.98K
AT&T INC
SOLEShares131.58K
TypeSH
Market value$3.7K
1.39%
Sole
0.00
Shared
0.00
None
129.58K
VISA INC
SOLEShares9.54K
TypeSH
Market value$3.3K
1.25%
Sole
0.00
Shared
0.00
None
9.54K
BRISTOL-MYERS SQUIBB CO
SOLEShares53.90K
TypeSH
Market value$3.3K
1.23%
Sole
0.00
Shared
0.00
None
52.90K
JOHNSON & JOHNSON
SOLEShares19.48K
TypeSH
Market value$3.2K
1.20%
Sole
0.00
Shared
0.00
None
19.48K
SPDR GOLD TR
SOLEShares10.85K
TypeSH
Market value$3.1K
1.17%
Sole
0.00
Shared
0.00
None
10.85K
COLGATE PALMOLIVE CO
SOLEShares32.84K
TypeSH
Market value$3.1K
1.15%
Sole
0.00
Shared
0.00
None
32.84K
GE AEROSPACE
SOLEShares14.96K
TypeSH
Market value$3.0K
1.12%
Sole
0.00
Shared
0.00
None
14.96K
COSTCO WHSL CORP NEW
SOLEShares3.15K
TypeSH
Market value$3.0K
1.11%
Sole
0.00
Shared
0.00
None
3.15K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO.SOLE | COM | 105.40K | SH | $25.9K 9.64% | 0.00 | 0.00 | 105.40K |
APPLE INCSOLE | COM | 79.87K | SH | $17.7K 6.62% | 0.00 | 0.00 | 79.67K |
MICROSOFT CORPSOLE | COM | 43.87K | SH | $16.5K 6.14% | 0.00 | 0.00 | 43.47K |
NVIDIA CORPORATIONSOLE | COM | 142.76K | SH | $15.5K 5.77% | 0.00 | 0.00 | 142.76K |
ABBVIE INCSOLE | COM | 40.89K | SH | $8.6K 3.20% | 0.00 | 0.00 | 40.54K |
AMAZON COM INCSOLE | COM | 43.04K | SH | $8.2K 3.05% | 0.00 | 0.00 | 43.04K |
PROCTER AND GAMBLE COSOLE | COM | 44.08K | SH | $7.5K 2.80% | 0.00 | 0.00 | 44.08K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 24.82K | SH | $6.2K 2.30% | 0.00 | 0.00 | 24.82K |
S&P GLOBAL INCSOLE | COM | 11.89K | SH | $6.0K 2.25% | 0.00 | 0.00 | 11.89K |
ORACLE CORPSOLE | COM | 42.41K | SH | $5.9K 2.21% | 0.00 | 0.00 | 42.41K |
ALPHABET INCSOLE | CAP STK CL C | 30.54K | SH | $4.8K 1.78% | 0.00 | 0.00 | 30.54K |
EXXON MOBIL CORPSOLE | COM | 37.39K | SH | $4.4K 1.66% | 0.00 | 0.00 | 37.39K |
CISCO SYS INCSOLE | COM | 68.53K | SH | $4.2K 1.58% | 0.00 | 0.00 | 68.53K |
UNION PAC CORPSOLE | COM | 17.74K | SH | $4.2K 1.56% | 0.00 | 0.00 | 17.74K |
AMGEN INCSOLE | COM | 13.08K | SH | $4.1K 1.52% | 0.00 | 0.00 | 13.08K |
MERCK & CO INCSOLE | COM | 43.78K | SH | $3.9K 1.47% | 0.00 | 0.00 | 43.78K |
PEPSICO INCSOLE | COM | 25.98K | SH | $3.9K 1.45% | 0.00 | 0.00 | 25.98K |
AT&T INCSOLE | COM | 131.58K | SH | $3.7K 1.39% | 0.00 | 0.00 | 129.58K |
VISA INCSOLE | COM CL A | 9.54K | SH | $3.3K 1.25% | 0.00 | 0.00 | 9.54K |
BRISTOL-MYERS SQUIBB COSOLE | COM | 53.90K | SH | $3.3K 1.23% | 0.00 | 0.00 | 52.90K |
JOHNSON & JOHNSONSOLE | COM | 19.48K | SH | $3.2K 1.20% | 0.00 | 0.00 | 19.48K |
SPDR GOLD TRSOLE | GOLD SHS | 10.85K | SH | $3.1K 1.17% | 0.00 | 0.00 | 10.85K |
COLGATE PALMOLIVE COSOLE | COM | 32.84K | SH | $3.1K 1.15% | 0.00 | 0.00 | 32.84K |
GE AEROSPACESOLE | COM NEW | 14.96K | SH | $3.0K 1.12% | 0.00 | 0.00 | 14.96K |
COSTCO WHSL CORP NEWSOLE | COM | 3.15K | SH | $3.0K 1.11% | 0.00 | 0.00 | 3.15K |
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