The Analysis of SS&H Financial Advisors, Inc.'s Holdings
Currently, SS&H Financial Advisors, Inc. holds 125 types of securities in its portfolio with a total value $329.0M. In the most recent quarter, they have increased their positions in RTX (+7.7K shares, valued at $1.3M), MDT (+10.9K shares, valued at $1.0M), HII (+3.5K shares, valued at $1.0M); decreased their positions in SHW (-2.4K shares, valued at $827.9K), NVDA (-3.7K shares, valued at $685.7K), PG (-3.0K shares, valued at $455.3K); initiated new positions in RTX (+7.7K shares, valued at $1.3M), GD (+2.0K shares, valued at $697.3K), AMD (+3.5K shares, valued at $574.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
JPM JPMORGAN CHASE & CO.105.5K shares0.00%2025-09-302025-10-17
NVDA NVIDIA CORPORATION137.4K shares-2.61%2025-09-302025-10-17 MSFT MICROSOFT CORP42.4K shares-0.07%2025-09-302025-10-17 AAPL APPLE INC73.4K shares0.32%2025-09-302025-10-17 ORCL ORACLE CORP43.1K shares3.23%2025-09-302025-10-17 ABBV ABBVIE INC48.8K shares-0.81%2025-09-302025-10-17 PG PROCTER AND GAMBLE CO63.2K shares-4.48%2025-09-302025-10-17 AMZN AMAZON COM INC38.3K shares1.03%2025-09-302025-10-17 IBM INTERNATIONAL BUSINESS MACHS24.8K shares-1.59%2025-09-302025-10-17 GOOG ALPHABET INC27.7K shares8.11%2025-09-302025-10-17 XOM EXXON MOBIL CORP53.6K shares-0.19%2025-09-302025-10-17 SPGI S&P GLOBAL INC11.9K shares0.00%2025-09-302025-10-17 SHW SHERWIN WILLIAMS CO15.0K shares-13.72%2025-09-302025-10-17 GLW CORNING INC63.0K shares1.12%2025-09-302025-10-17 GLD SPDR GOLD TR14.0K shares0.00%2025-09-302025-10-17 CSCO CISCO SYS INC67.4K shares-0.30%2025-09-302025-10-17 GE GE AEROSPACE15.0K shares0.00%2025-09-302025-10-17 MRK MERCK & CO INC53.1K shares0.28%2025-09-302025-10-17 AMGN AMGEN INC15.3K shares28.29%2025-09-302025-10-17 T AT&T INC134.4K shares-0.07%2025-09-302025-10-17 UNP UNION PAC CORP15.7K shares0.00%2025-09-302025-10-17 ABT ABBOTT LABS27.4K shares-5.18%2025-09-302025-10-17 PEP PEPSICO INC25.3K shares-1.56%2025-09-302025-10-17 BAC BANK AMERICA CORP67.5K shares0.00%2025-09-302025-10-17 MU MICRON TECHNOLOGY INC20.8K shares0.00%2025-09-302025-10-17 LRCX LAM RESEARCH CORP25.7K shares-5.52%2025-09-302025-10-17 JNJ JOHNSON & JOHNSON17.1K shares0.59%2025-09-302025-10-17 V VISA INC9.2K shares0.00%2025-09-302025-10-17 COST COSTCO WHSL CORP NEW3.2K shares0.00%2025-09-302025-10-17 CL COLGATE PALMOLIVE CO35.2K shares0.00%2025-09-302025-10-17 VZ VERIZON COMMUNICATIONS INC63.1K shares0.16%2025-09-302025-10-17 TSCO TRACTOR SUPPLY CO48.2K shares0.00%2025-09-302025-10-17 MCK MCKESSON CORP3.4K shares0.00%2025-09-302025-10-17 KO COCA COLA CO39.6K shares0.00%2025-09-302025-10-17 AFL AFLAC INC22.6K shares-1.91%2025-09-302025-10-17 BMY BRISTOL-MYERS SQUIBB CO55.9K shares5.47%2025-09-302025-10-17 HII HUNTINGTON INGALLS INDS INC8.1K shares76.71%2025-09-302025-10-17 ACN ACCENTURE PLC IRELAND8.9K shares0.00%2025-09-302025-10-17 PFE PFIZER INC84.9K shares5.59%2025-09-302025-10-17 ITA ISHARES TR9.7K shares0.00%2025-09-302025-10-17 FLR FLUOR CORP NEW45.6K shares-1.08%2025-09-302025-10-17 MA MASTERCARD INCORPORATED3.4K shares8.05%2025-09-302025-10-17 EMR EMERSON ELEC CO14.4K shares0.00%2025-09-302025-10-17 DE DEERE & CO4.0K shares0.00%2025-09-302025-10-17 BA BOEING CO8.4K shares-0.71%2025-09-302025-10-17 SPY SPDR S&P 500 ETF TR2.7K shares0.00%2025-09-302025-10-17 SLB SCHLUMBERGER LTD51.3K shares-9.53%2025-09-302025-10-17 NEE NEXTERA ENERGY INC22.9K shares-4.98%2025-09-302025-10-17 CAT CATERPILLAR INC3.5K shares0.00%2025-09-302025-10-17 NSC NORFOLK SOUTHN CORP5.5K shares-1.79%2025-09-302025-10-17 ITW ILLINOIS TOOL WKS INC6.2K shares0.00%2025-09-302025-10-17 GOOGL ALPHABET INC6.4K shares-1.53%2025-09-302025-10-17 MDT MEDTRONIC PLC16.4K shares200.05%2025-09-302025-10-17 LLY ELI LILLY & CO2.0K shares64.83%2025-09-302025-10-17 CVX CHEVRON CORP NEW9.4K shares1.07%2025-09-302025-10-17 AWK AMERICAN WTR WKS CO INC NEW10.1K shares0.00%2025-09-302025-10-17 AEP AMERICAN ELEC PWR CO INC11.9K shares0.00%2025-09-302025-10-17 RTX RTX CORPORATION7.7K sharesnew addition2025-09-302025-10-17 NOC NORTHROP GRUMMAN CORP2.0K shares59.76%2025-09-302025-10-17 MAIN MAIN STR CAP CORP19.2K shares0.00%2025-09-302025-10-17 PFF ISHARES TR38.1K shares2.14%2025-09-302025-10-17 META META PLATFORMS INC1.6K shares0.00%2025-09-302025-10-17 WMT WALMART INC10.3K shares0.98%2025-09-302025-10-17 COP CONOCOPHILLIPS10.9K shares0.00%2025-09-302025-10-17 MAR MARRIOTT INTL INC NEW3.9K shares0.00%2025-09-302025-10-17 HON HONEYWELL INTL INC4.7K shares0.00%2025-09-302025-10-17 ATO ATMOS ENERGY CORP5.6K shares-2.62%2025-09-302025-10-17 MPC MARATHON PETE CORP4.8K shares0.00%2025-09-302025-10-17 TJX TJX COS INC NEW6.0K shares-9.09%2025-09-302025-10-17 KMB KIMBERLY-CLARK CORP6.5K shares0.00%2025-09-302025-10-17 GIS GENERAL MLS INC14.6K shares0.00%2025-09-302025-10-17 DRI DARDEN RESTAURANTS INC3.9K shares0.00%2025-09-302025-10-17 ADP AUTOMATIC DATA PROCESSING IN2.5K shares0.00%2025-09-302025-10-17 NKE NIKE INC10.2K shares0.00%2025-09-302025-10-17 GD GENERAL DYNAMICS CORP2.0K sharesnew addition2025-09-302025-10-17 FDX FEDEX CORP2.9K shares0.00%2025-09-302025-10-17 DTM DT MIDSTREAM INC5.9K shares0.00%2025-09-302025-10-17 DTE DTE ENERGY CO4.6K shares0.00%2025-09-302025-10-17 GDX VANECK ETF TRUST8.5K shares0.00%2025-09-302025-10-17 INTU INTUIT946 shares-9.56%2025-09-302025-10-17 TSLA TESLA INC1.4K shares0.00%2025-09-302025-10-17 MCD MCDONALDS CORP2.0K shares0.00%2025-09-302025-10-17 ZTS ZOETIS INC4.1K shares0.00%2025-09-302025-10-17 CMA COMERICA INC8.6K shares0.00%2025-09-302025-10-17 AMD ADVANCED MICRO DEVICES INC3.5K sharesnew addition2025-09-302025-10-17 VTRS VIATRIS INC58.0K shares-4.03%2025-09-302025-10-17 SCHW SCHWAB CHARLES CORP5.9K shares0.00%2025-09-302025-10-17 HACK AMPLIFY ETF TR6.1K shares0.00%2025-09-302025-10-17 CI THE CIGNA GROUP1.8K shares0.00%2025-09-302025-10-17 D DOMINION ENERGY INC8.5K shares0.00%2025-09-302025-10-17 PHO INVESCO EXCHANGE TRADED FD T7.2K shares0.00%2025-09-302025-10-17 SYK STRYKER CORPORATION1.4K shares0.00%2025-09-302025-10-17 ETN EATON CORP PLC1.3K shares0.00%2025-09-302025-10-17 LMT LOCKHEED MARTIN CORP1.0K sharesnew addition2025-09-302025-10-17 APH AMPHENOL CORP NEW4.0K shares0.00%2025-09-302025-10-17 CP CANADIAN PACIFIC KANSAS CITY6.5K shares0.00%2025-09-302025-10-17 CRUS CIRRUS LOGIC INC3.7K shares0.00%2025-09-302025-10-17 XLK SELECT SECTOR SPDR TR1.6K shares-15.06%2025-09-302025-10-17 USB US BANCORP DEL9.2K shares0.00%2025-09-302025-10-17 WTRG ESSENTIAL UTILS INC11.1K shares0.00%2025-09-302025-10-17 MAS MASCO CORP6.1K shares0.00%2025-09-302025-10-17 SLV ISHARES SILVER TR10.1K shares0.00%2025-09-302025-10-17 HD HOME DEPOT INC995 shares0.00%2025-09-302025-10-17 O REALTY INCOME CORP5.7K shares-0.19%2025-09-302025-10-17 LUMN LUMEN TECHNOLOGIES INC56.9K sharesnew addition2025-09-302025-10-17 GEHC GE HEALTHCARE TECHNOLOGIES I4.6K shares0.00%2025-09-302025-10-17 SHOP SHOPIFY INC2.3K shares0.00%2025-09-302025-10-17 GPN GLOBAL PMTS INC4.1K shares0.00%2025-09-302025-10-17 IVV ISHARES TR499 shares1.42%2025-09-302025-10-17 GLTR ABRDN PRECIOUS METALS BASKET2.0K shares0.00%2025-09-302025-10-17 CLX CLOROX CO DEL2.6K shares0.00%2025-09-302025-10-17 GS GOLDMAN SACHS GROUP INC400 shares0.00%2025-09-302025-10-17 GEV GE VERNOVA INC500 sharesnew addition2025-09-302025-10-17 INTC INTEL CORP9.0K shares-2.18%2025-09-302025-10-17 XLY SELECT SECTOR SPDR TR1.2K shares0.00%2025-09-302025-10-17 CRWV COREWEAVE INC2.0K sharesnew addition2025-09-302025-10-17 AVGO BROADCOM INC820 shares0.00%2025-09-302025-10-17 NFLX NETFLIX INC225 shares0.00%2025-09-302025-10-17 EL LAUDER ESTEE COS INC3.0K shares0.00%2025-09-302025-10-17 SJM SMUCKER J M CO2.5K shares0.00%2025-09-302025-10-17 APD AIR PRODS & CHEMS INC907 shares0.00%2025-09-302025-10-17 BRK.B BERKSHIRE HATHAWAY INC DEL488 shares0.00%2025-09-302025-10-17 BP BP PLC7.0K shares0.00%2025-09-302025-10-17 MO ALTRIA GROUP INC3.5K shares0.00%2025-09-302025-10-17 ADBE ADOBE INC576 shares0.00%2025-09-302025-10-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available