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 $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). Stock Holdings
TickerCompany NameSharesShares âŗ%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 ALPHABET INC ALPHABET INC27.7K shares0.00%2025-12-312026-01-20 IBM INTERNATIONAL BUSINESS MACHS24.9K shares0.38%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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available