Sponsored

The Analysis of SS&H Financial Advisors, Inc.'s Holdings & P&L

Currently, SS&H Financial Advisors, Inc. holds 125 types of securities in its portfolio with a total value $342.7K. In the most recent quarter, they have increased their positions in N/A (+12.2K shares, valued at $1.3K), ORCL (+4.6K shares, valued at $888.7454354669464), AMGN (+2.7K shares, valued at $883.8026995500749); decreased their positions in NVDA (-4.1K shares, valued at $762.7920114636397), NKE (-6.0K shares, valued at $382.64580369843526), MSFT (-725 shares, valued at $350.62630480167013); initiated new positions in RH (+2.0K shares, valued at $358), DOV (+1.1K shares, valued at $215).

1M P&L

+15.7M+4.93%

3M P&L

+18.1M+5.74%

HY P&L

+37.4M+12.62%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Banks - Diversified37.7K

12.2%

2Semiconductors33.1K

10.7%

3Software - Infrastructure30.1K

9.7%

Top Industries by Stock Count

1N/A11 stocks

9.8%

2Drug Manufacturers - General6 stocks

5.4%

3Semiconductors5 stocks

4.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JPM JPMORGAN CHASE & CO.105.3K shares-0.24%2025-12-312026-01-20

NVDA NVIDIA CORPORATION133.3K shares-2.98%2025-12-312026-01-20

MSFT MICROSOFT CORP41.7K shares-1.71%2025-12-312026-01-20

AAPL APPLE INC73.2K shares-0.25%2025-12-312026-01-20

ABBV ABBVIE INC48.6K shares-0.41%2025-12-312026-01-20

AMZN AMAZON COM INC41.1K shares7.25%2025-12-312026-01-20

ORCL ORACLE CORP47.6K shares10.58%2025-12-312026-01-20

PG PROCTER AND GAMBLE CO62.7K shares-0.85%2025-12-312026-01-20

Sponsored

ALPHABET INC ALPHABET INC27.7K shares0.00%2025-12-312026-01-20

IBM INTERNATIONAL BUSINESS MACHS24.9K shares0.38%2025-12-312026-01-20

MERCK & CO INC MERCK & CO INC65.3K shares22.98%2025-12-312026-01-20

XOM EXXON MOBIL CORP54.6K shares1.87%2025-12-312026-01-20

SPGI S&P GLOBAL INC11.9K shares0.00%2025-12-312026-01-20

AMGN AMGEN INC18.0K shares17.64%2025-12-312026-01-20

MU MICRON TECHNOLOGY INC20.6K shares-0.72%2025-12-312026-01-20

GLD SPDR GOLD TR14.0K shares0.00%2025-12-312026-01-20

Sponsored

GLW CORNING INC62.5K shares-0.79%2025-12-312026-01-20

CSCO CISCO SYS INC66.8K shares-1.00%2025-12-312026-01-20

SHW SHERWIN WILLIAMS CO15.0K shares0.00%2025-12-312026-01-20

GE AEROSPACE GE AEROSPACE15.0K shares0.00%2025-12-312026-01-20

LAM RESEARCH CORP LAM RESEARCH CORP25.0K shares-2.53%2025-12-312026-01-20

BMY BRISTOL-MYERS SQUIBB CO69.3K shares24.06%2025-12-312026-01-20

BAC BANK AMERICA CORP67.8K shares0.41%2025-12-312026-01-20

UNP UNION PAC CORP15.7K shares0.00%2025-12-312026-01-20

Sponsored

PEP PEPSICO INC25.1K shares-0.58%2025-12-312026-01-20

JNJ JOHNSON & JOHNSON16.9K shares-1.17%2025-12-312026-01-20

ABT ABBOTT LABS27.4K shares0.00%2025-12-312026-01-20

T AT&T INC134.9K shares0.37%2025-12-312026-01-20

V VISA INC9.2K shares0.00%2025-12-312026-01-20

PFE PFIZER INC112.9K shares33.03%2025-12-312026-01-20

MCK MCKESSON CORP3.4K shares0.00%2025-12-312026-01-20

CL COLGATE PALMOLIVE CO35.2K shares0.00%2025-12-312026-01-20

Sponsored

KO COCA COLA CO39.6K shares0.00%2025-12-312026-01-20

HII HUNTINGTON INGALLS INDS INC8.1K shares0.00%2025-12-312026-01-20

COST COSTCO WHSL CORP NEW3.2K shares0.00%2025-12-312026-01-20

CAT CATERPILLAR INC4.5K shares28.37%2025-12-312026-01-20

AFL AFLAC INC22.6K shares0.00%2025-12-312026-01-20

VZ VERIZON COMMUNICATIONS INC60.1K shares-4.83%2025-12-312026-01-20

TSCO TRACTOR SUPPLY CO48.2K shares0.00%2025-12-312026-01-20

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND8.9K shares-0.56%2025-12-312026-01-20

Sponsored

LLY ELI LILLY & CO2.0K shares0.00%2025-12-312026-01-20

BA BOEING CO9.7K shares15.74%2025-12-312026-01-20

ITA ISHARES TR9.7K shares0.00%2025-12-312026-01-20

SLB SLB LIMITED51.9K shares1.17%2025-12-312026-01-20

ALPHABET INC ALPHABET INC6.3K shares-2.33%2025-12-312026-01-20

EMR EMERSON ELEC CO14.4K shares0.00%2025-12-312026-01-20

DE DEERE & CO4.0K shares0.00%2025-12-312026-01-20

NEE NEXTERA ENERGY INC22.9K shares0.00%2025-12-312026-01-20

Sponsored

MA MASTERCARD INCORPORATED3.2K shares-4.68%2025-12-312026-01-20

SPY SPDR S&P 500 ETF TR2.7K shares0.00%2025-12-312026-01-20

FLR FLUOR CORP NEW44.6K shares-2.19%2025-12-312026-01-20

MEDTRONIC PLC MEDTRONIC PLC17.9K shares9.16%2025-12-312026-01-20

AMD ADVANCED MICRO DEVICES INC7.5K shares112.68%2025-12-312026-01-20

PFF ISHARES TR51.4K shares34.89%2025-12-312026-01-20

NSC NORFOLK SOUTHN CORP5.5K shares0.00%2025-12-312026-01-20

CVX CHEVRON CORP NEW10.1K shares7.44%2025-12-312026-01-20

Sponsored

ITW ILLINOIS TOOL WKS INC6.2K shares0.00%2025-12-312026-01-20

RTX RTX CORPORATION7.7K shares0.00%2025-12-312026-01-20

AEP AMERICAN ELEC PWR CO INC11.9K shares0.00%2025-12-312026-01-20

AWK AMERICAN WTR WKS CO INC NEW10.1K shares0.00%2025-12-312026-01-20

MAR MARRIOTT INTL INC NEW3.9K shares0.00%2025-12-312026-01-20

WMT WALMART INC10.7K shares3.86%2025-12-312026-01-20

META META PLATFORMS INC1.8K shares9.78%2025-12-312026-01-20

MAIN MAIN STR CAP CORP19.1K shares-0.52%2025-12-312026-01-20

Sponsored

NOC NORTHROP GRUMMAN CORP2.0K shares0.00%2025-12-312026-01-20

COP CONOCOPHILLIPS10.9K shares0.00%2025-12-312026-01-20

ATO ATMOS ENERGY CORP5.6K shares0.00%2025-12-312026-01-20

HON HONEYWELL INTL INC4.7K shares0.00%2025-12-312026-01-20

TJX TJX COS INC NEW6.0K shares-0.75%2025-12-312026-01-20

FDX FEDEX CORP2.9K shares0.00%2025-12-312026-01-20

MPC MARATHON PETE CORP4.8K shares0.00%2025-12-312026-01-20

CMA COMERICA INC8.6K shares0.00%2025-12-312026-01-20

Sponsored

GDX VANECK ETF TRUST8.5K shares0.00%2025-12-312026-01-20

VTRS VIATRIS INC56.9K shares-1.81%2025-12-312026-01-20

DTM DT MIDSTREAM INC5.9K shares0.00%2025-12-312026-01-20

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.0K shares0.00%2025-12-312026-01-20

GIS GENERAL MLS INC14.6K shares0.00%2025-12-312026-01-20

DRI DARDEN RESTAURANTS INC3.6K shares-6.61%2025-12-312026-01-20

KMB KIMBERLY-CLARK CORP6.5K shares0.00%2025-12-312026-01-20

CRWV COREWEAVE INC9.1K shares352.50%2025-12-312026-01-20

Sponsored

SLV ISHARES SILVER TR10.1K shares0.00%2025-12-312026-01-20

TSLA TESLA INC1.4K shares0.00%2025-12-312026-01-20

ADP AUTOMATIC DATA PROCESSING IN2.5K shares0.00%2025-12-312026-01-20

MCD MCDONALDS CORP2.0K shares0.00%2025-12-312026-01-20

DTE DTE ENERGY CO4.6K shares0.00%2025-12-312026-01-20

SCHW SCHWAB CHARLES CORP5.9K shares0.00%2025-12-312026-01-20

INTU INTUIT855 shares-9.62%2025-12-312026-01-20

APH AMPHENOL CORP NEW4.0K shares0.00%2025-12-312026-01-20

Sponsored

HACK AMPLIFY ETF TR6.5K shares6.56%2025-12-312026-01-20

PHO INVESCO EXCHANGE TRADED FD T7.2K shares0.00%2025-12-312026-01-20

THE CIGNA GROUP THE CIGNA GROUP1.8K shares0.00%2025-12-312026-01-20

D DOMINION ENERGY INC8.5K shares0.00%2025-12-312026-01-20

SYK STRYKER CORPORATION1.4K shares0.00%2025-12-312026-01-20

USB US BANCORP DEL9.2K shares0.00%2025-12-312026-01-20

LMT LOCKHEED MARTIN CORP1.0K shares0.00%2025-12-312026-01-20

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY6.5K shares0.00%2025-12-312026-01-20

Sponsored

XLK SELECT SECTOR SPDR TR3.3K shares100.00%2025-12-312026-01-20

CRUS CIRRUS LOGIC INC3.7K shares0.00%2025-12-312026-01-20

EATON CORP PLC EATON CORP PLC1.3K shares0.00%2025-12-312026-01-20

WTRG ESSENTIAL UTILS INC11.1K shares0.00%2025-12-312026-01-20

ZTS ZOETIS INC3.3K shares-19.86%2025-12-312026-01-20

MAS MASCO CORP6.1K shares0.00%2025-12-312026-01-20

GEHC GE HEALTHCARE TECHNOLOGIES I4.6K shares0.00%2025-12-312026-01-20

SHOP SHOPIFY INC2.3K shares0.00%2025-12-312026-01-20

Sponsored

LUMN LUMEN TECHNOLOGIES INC46.9K shares-17.56%2025-12-312026-01-20

RH RH2.0K sharesnew addition2025-12-312026-01-20

GS GOLDMAN SACHS GROUP INC400 shares0.00%2025-12-312026-01-20

HD HOME DEPOT INC995 shares0.00%2025-12-312026-01-20

INTC INTEL CORP9.0K shares0.00%2025-12-312026-01-20

EL LAUDER ESTEE COS INC3.0K shares0.00%2025-12-312026-01-20

O REALTY INCOME CORP5.4K shares-5.22%2025-12-312026-01-20

GPN GLOBAL PMTS INC3.8K shares-7.33%2025-12-312026-01-20

Sponsored

BROADCOM INC BROADCOM INC820 shares0.00%2025-12-312026-01-20

XLY SELECT SECTOR SPDR TR2.3K shares100.00%2025-12-312026-01-20

NKE NIKE INC4.2K shares-58.72%2025-12-312026-01-20

CLX CLOROX CO DEL2.6K shares0.00%2025-12-312026-01-20

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL488 shares0.00%2025-12-312026-01-20

SJM SMUCKER J M CO2.5K shares0.00%2025-12-312026-01-20

BP BP PLC6.5K shares-7.16%2025-12-312026-01-20

APD AIR PRODS & CHEMS INC907 shares0.00%2025-12-312026-01-20

Sponsored

IVV ISHARES TR316 shares-36.67%2025-12-312026-01-20

DOV DOVER CORP1.1K sharesnew addition2025-12-312026-01-20

NFLX NETFLIX INC2.3K shares900.00%2025-12-312026-01-20

MO ALTRIA GROUP INC3.5K shares0.00%2025-12-312026-01-20

ADBE ADOBE INC576 shares0.00%2025-12-312026-01-20

JPM

JPMORGAN CHASE & CO.

-0.24%

Shares105.3K

Event2025-12-31

Filed2026-01-20

NVDA

NVIDIA CORPORATION

-2.98%

Shares133.3K

Event2025-12-31

Filed2026-01-20

MSFT

MICROSOFT CORP

-1.71%

Shares41.7K

Event2025-12-31

Filed2026-01-20

AAPL

APPLE INC

-0.25%

Shares73.2K

Event2025-12-31

Filed2026-01-20

ABBV

ABBVIE INC

-0.41%

Shares48.6K

Event2025-12-31

Filed2026-01-20

AMZN

AMAZON COM INC

7.25%

Shares41.1K

Event2025-12-31

Filed2026-01-20

ORCL

ORACLE CORP

10.58%

Shares47.6K

Event2025-12-31

Filed2026-01-20

PROCTER AND GAMBLE CO

-0.85%

Shares62.7K

Event2025-12-31

Filed2026-01-20

ALPHABET INC

0.00%

Shares27.7K

Event2025-12-31

Filed2026-01-20

IBM

INTERNATIONAL BUSINESS MACHS

0.38%

Shares24.9K

Event2025-12-31

Filed2026-01-20

MERCK & CO INC

22.98%

Shares65.3K

Event2025-12-31

Filed2026-01-20

XOM

EXXON MOBIL CORP

1.87%

Shares54.6K

Event2025-12-31

Filed2026-01-20

SPGI

S&P GLOBAL INC

0.00%

Shares11.9K

Event2025-12-31

Filed2026-01-20

AMGN

AMGEN INC

17.64%

Shares18.0K

Event2025-12-31

Filed2026-01-20

MICRON TECHNOLOGY INC

-0.72%

Shares20.6K

Event2025-12-31

Filed2026-01-20

GLD

SPDR GOLD TR

0.00%

Shares14.0K

Event2025-12-31

Filed2026-01-20

GLW

CORNING INC

-0.79%

Shares62.5K

Event2025-12-31

Filed2026-01-20

CSCO

CISCO SYS INC

-1.00%

Shares66.8K

Event2025-12-31

Filed2026-01-20

SHW

SHERWIN WILLIAMS CO

0.00%

Shares15.0K

Event2025-12-31

Filed2026-01-20

GE AEROSPACE

0.00%

Shares15.0K

Event2025-12-31

Filed2026-01-20

LAM RESEARCH CORP

-2.53%

Shares25.0K

Event2025-12-31

Filed2026-01-20

BMY

BRISTOL-MYERS SQUIBB CO

24.06%

Shares69.3K

Event2025-12-31

Filed2026-01-20

BAC

BANK AMERICA CORP

0.41%

Shares67.8K

Event2025-12-31

Filed2026-01-20

UNP

UNION PAC CORP

0.00%

Shares15.7K

Event2025-12-31

Filed2026-01-20

PEP

PEPSICO INC

-0.58%

Shares25.1K

Event2025-12-31

Filed2026-01-20

JNJ

JOHNSON & JOHNSON

-1.17%

Shares16.9K

Event2025-12-31

Filed2026-01-20

ABT

ABBOTT LABS

0.00%

Shares27.4K

Event2025-12-31

Filed2026-01-20

AT&T INC

0.37%

Shares134.9K

Event2025-12-31

Filed2026-01-20

VISA INC

0.00%

Shares9.2K

Event2025-12-31

Filed2026-01-20

PFE

PFIZER INC

33.03%

Shares112.9K

Event2025-12-31

Filed2026-01-20

MCK

MCKESSON CORP

0.00%

Shares3.4K

Event2025-12-31

Filed2026-01-20

COLGATE PALMOLIVE CO

0.00%

Shares35.2K

Event2025-12-31

Filed2026-01-20

COCA COLA CO

0.00%

Shares39.6K

Event2025-12-31

Filed2026-01-20

HII

HUNTINGTON INGALLS INDS INC

0.00%

Shares8.1K

Event2025-12-31

Filed2026-01-20

COST

COSTCO WHSL CORP NEW

0.00%

Shares3.2K

Event2025-12-31

Filed2026-01-20

CAT

CATERPILLAR INC

28.37%

Shares4.5K

Event2025-12-31

Filed2026-01-20

AFL

AFLAC INC

0.00%

Shares22.6K

Event2025-12-31

Filed2026-01-20

VERIZON COMMUNICATIONS INC

-4.83%

Shares60.1K

Event2025-12-31

Filed2026-01-20

TSCO

TRACTOR SUPPLY CO

0.00%

Shares48.2K

Event2025-12-31

Filed2026-01-20

ACCENTURE PLC IRELAND

-0.56%

Shares8.9K

Event2025-12-31

Filed2026-01-20

LLY

ELI LILLY & CO

0.00%

Shares2.0K

Event2025-12-31

Filed2026-01-20

BOEING CO

15.74%

Shares9.7K

Event2025-12-31

Filed2026-01-20

ITA

ISHARES TR

0.00%

Shares9.7K

Event2025-12-31

Filed2026-01-20

SLB

SLB LIMITED

1.17%

Shares51.9K

Event2025-12-31

Filed2026-01-20

ALPHABET INC

-2.33%

Shares6.3K

Event2025-12-31

Filed2026-01-20

EMR

EMERSON ELEC CO

0.00%

Shares14.4K

Event2025-12-31

Filed2026-01-20

DEERE & CO

0.00%

Shares4.0K

Event2025-12-31

Filed2026-01-20

NEE

NEXTERA ENERGY INC

0.00%

Shares22.9K

Event2025-12-31

Filed2026-01-20

MASTERCARD INCORPORATED

-4.68%

Shares3.2K

Event2025-12-31

Filed2026-01-20

SPY

SPDR S&P 500 ETF TR

0.00%

Shares2.7K

Event2025-12-31

Filed2026-01-20

FLR

FLUOR CORP NEW

-2.19%

Shares44.6K

Event2025-12-31

Filed2026-01-20

MEDTRONIC PLC

9.16%

Shares17.9K

Event2025-12-31

Filed2026-01-20

AMD

ADVANCED MICRO DEVICES INC

112.68%

Shares7.5K

Event2025-12-31

Filed2026-01-20

PFF

ISHARES TR

34.89%

Shares51.4K

Event2025-12-31

Filed2026-01-20

NSC

NORFOLK SOUTHN CORP

0.00%

Shares5.5K

Event2025-12-31

Filed2026-01-20

CVX

CHEVRON CORP NEW

7.44%

Shares10.1K

Event2025-12-31

Filed2026-01-20

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares6.2K

Event2025-12-31

Filed2026-01-20

RTX

RTX CORPORATION

0.00%

Shares7.7K

Event2025-12-31

Filed2026-01-20

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares11.9K

Event2025-12-31

Filed2026-01-20

AWK

AMERICAN WTR WKS CO INC NEW

0.00%

Shares10.1K

Event2025-12-31

Filed2026-01-20

MAR

MARRIOTT INTL INC NEW

0.00%

Shares3.9K

Event2025-12-31

Filed2026-01-20

WMT

WALMART INC

3.86%

Shares10.7K

Event2025-12-31

Filed2026-01-20