SS&H FINANCIAL ADVISORS, INC.

PrivateCIK: 1911735
Location

TROY, MI

125
Positions
$342.7K
Total AUM (reported)
2.38M
Total Shares

Allocation by class

TOTAL AUM$342.7K125 positions
COM$289.9K84.6%
COM NEW$9.6K2.8%
CAP STK CL C$8.7K2.5%
GOLD SHS$5.6K1.6%
CL A$5.5K1.6%
COM CL A$3.9K1.1%
SHS CLASS A$2.4K0.7%

Portfolio Concentration

Top 323.0%4–1021.8%11–2522.2%Rest32.9%TOP 1044.9%0%100%
Top 3$78.9K23.0%
4–10$74.8K21.8%
11–25$76.1K22.2%
Rest$112.9K32.9%

Top 3 weight

23.0%

Top 10 weight

44.9%

Voting Authority Distribution

Total shares with voting rights: 2.38M

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

2.38M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole125
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings125
Rows:

JPMORGAN CHASE & CO.

SOLE
COM
Shares105.29K
TypeSH
Market value$33.9K
9.90%
Sole
0.00
Shared
0.00
None
105.29K

NVIDIA CORPORATION

SOLE
COM
Shares133.29K
TypeSH
Market value$24.9K
7.25%
Sole
0.00
Shared
0.00
None
133.29K

MICROSOFT CORP

SOLE
COM
Shares41.67K
TypeSH
Market value$20.2K
5.88%
Sole
0.00
Shared
0.00
None
41.67K

APPLE INC

SOLE
COM
Shares73.17K
TypeSH
Market value$19.9K
5.80%
Sole
0.00
Shared
0.00
None
73.17K

ABBVIE INC

SOLE
COM
Shares48.62K
TypeSH
Market value$11.1K
3.24%
Sole
0.00
Shared
0.00
None
48.62K

AMAZON COM INC

SOLE
COM
Shares41.08K
TypeSH
Market value$9.5K
2.77%
Sole
0.00
Shared
0.00
None
41.08K

ORACLE CORP

SOLE
COM
Shares47.65K
TypeSH
Market value$9.3K
2.71%
Sole
0.00
Shared
0.00
None
47.65K

PROCTER AND GAMBLE CO

SOLE
COM
Shares62.66K
TypeSH
Market value$9.0K
2.62%
Sole
0.00
Shared
0.00
None
62.66K

ALPHABET INC

SOLE
CAP STK CL C
Shares27.66K
TypeSH
Market value$8.7K
2.53%
Sole
0.00
Shared
0.00
None
27.66K

INTERNATIONAL BUSINESS MACHS

SOLE
COM
Shares24.91K
TypeSH
Market value$7.4K
2.15%
Sole
0.00
Shared
0.00
None
24.91K

MERCK & CO INC

SOLE
COM
Shares65.29K
TypeSH
Market value$6.9K
2.01%
Sole
0.00
Shared
0.00
None
65.29K

EXXON MOBIL CORP

SOLE
COM
Shares54.56K
TypeSH
Market value$6.6K
1.92%
Sole
0.00
Shared
0.00
None
54.56K

S&P GLOBAL INC

SOLE
COM
Shares11.89K
TypeSH
Market value$6.2K
1.81%
Sole
0.00
Shared
0.00
None
11.89K

AMGEN INC

SOLE
COM
Shares18K
TypeSH
Market value$5.9K
1.72%
Sole
0.00
Shared
0.00
None
18K

MICRON TECHNOLOGY INC

SOLE
COM
Shares20.61K
TypeSH
Market value$5.9K
1.72%
Sole
0.00
Shared
0.00
None
20.61K

SPDR GOLD TR

SOLE
GOLD SHS
Shares14.05K
TypeSH
Market value$5.6K
1.62%
Sole
0.00
Shared
0.00
None
14.05K

CORNING INC

SOLE
COM
Shares62.52K
TypeSH
Market value$5.5K
1.60%
Sole
0.00
Shared
0.00
None
62.52K

CISCO SYS INC

SOLE
COM
Shares66.76K
TypeSH
Market value$5.1K
1.50%
Sole
0.00
Shared
0.00
None
66.76K

SHERWIN WILLIAMS CO

SOLE
COM
Shares15.03K
TypeSH
Market value$4.9K
1.42%
Sole
0.00
Shared
0.00
None
15.03K

GE AEROSPACE

SOLE
COM NEW
Shares14.96K
TypeSH
Market value$4.6K
1.34%
Sole
0.00
Shared
0.00
None
14.96K

LAM RESEARCH CORP

SOLE
COM NEW
Shares25.01K
TypeSH
Market value$4.3K
1.25%
Sole
0.00
Shared
0.00
None
25.01K

BRISTOL-MYERS SQUIBB CO

SOLE
COM
Shares69.35K
TypeSH
Market value$3.7K
1.09%
Sole
0.00
Shared
0.00
None
69.35K

BANK AMERICA CORP

SOLE
COM
Shares67.78K
TypeSH
Market value$3.7K
1.09%
Sole
0.00
Shared
0.00
None
67.78K

UNION PAC CORP

SOLE
COM
Shares15.74K
TypeSH
Market value$3.6K
1.06%
Sole
0.00
Shared
0.00
None
15.74K

PEPSICO INC

SOLE
COM
Shares25.14K
TypeSH
Market value$3.6K
1.05%
Sole
0.00
Shared
0.00
None
25.14K
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