SS&H Financial Advisors, Inc.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 9, 2024), SS&H Financial Advisors, Inc. reported 115 stock positions worth $240.1 million. Its top holding was JPMorgan Chase (JPM) at 8.8% of the portfolio, followed by Microsoft (MSFT, 6.9%) and Apple (AAPL, 5.6%). Compared with Q4 2023, it opened 3 new positions, sold out of 4, added to 11 and reduced 32. The biggest buy was Oracle (ORCL, shares +2%) and the biggest sale an exit from Sherwin-Williams (SHW).

Most Recent 13F
Q2 2026
Location
TROY, MI
CIK
0001911735
Portfolio Value
$240.1M (Q1 2024)
SEC Filing
0001911735-24-000002 ↗ filed May 9, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $240.1M $240.1M Q1 2024 Q2 2024: $256.1M Q2 2024 Q3 2024: $274.5M Q3 2024 Q4 2024: $274.5M Q4 2024 Q1 2025: $268.1M Q1 2025 Q2 2025: $299.3M Q2 2025 Q3 2025: $329.0M Q3 2025 Q4 2025: $342.7M Q4 2025 Q2 2026: $390.9M Q2 2026

Holdings 115 stocks · $240.1M
JPM JPMorgan Chase & Co. 8.81% 105,611 $21.2M Reduce -1.2%
MSFT Microsoft Corp. 6.95% 39,652 $16.7M Reduce -1.7%
AAPL Apple Inc. 5.64% 78,913 $13.5M Add +0.1%
NVDA Nvidia Corp. 5.36% 14,252 $12.9M Reduce -2.4%
ABBV Abbvie Inc. 3.14% 41,424 $7.5M Reduce -20.1%
AMZN Amazon.com Inc. 3.07% 40,887 $7.4M Reduce -1.0%
PG The Procter & Gamble Co. 3.06% 45,221 $7.3M Reduce -36.1%
ORCL Oracle Corp. 2.25% 42,924 $5.4M Add +2.4%
MRK Merck & Co. Inc. 2.21% 40,212 $5.3M Reduce -16.1%
SPGI S&P Global Inc. 2.11% 11,887 $5.1M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 2.00% 25,185 $4.8M Reduce -4.6%
PEP Pepsico Inc. 1.96% 26,900 $4.7M Reduce -10.0%
XOM Exxon Mobil Corp. 1.83% 37,797 $4.4M Reduce -31.1%
UNP Union Pacific Corp. 1.82% 17,738 $4.4M No change
CSCO Cisco Systems Inc. 1.43% 68,981 $3.4M Add +0.9%
GOOG Alphabet Inc. Class C 1.41% 22,270 $3.4M Add +0.0%
ACN Accenture PLC Class A 1.40% 9,673 $3.4M No change
JNJ Johnson & Johnson 1.32% 19,974 $3.2M No change
CL Colgate-Palmolive Co. 1.26% 33,543 $3.0M Reduce -18.2%
AMGN Amgen Inc. 1.24% 10,480 $3.0M Add +18.6%
LRCX Lam Research Corp. 1.22% 3,016 $2.9M Reduce -0.8%
VZ Verizon Communications Inc. 1.15% 65,726 $2.8M Reduce -3.2%
KO The Coca-Cola Co. 1.11% 43,506 $2.7M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.10% 69,808 $2.6M No change
GE General Electric 1.10% 15,084 $2.6M No change
BMY Bristol-Myers Squibb Co. 1.09% 48,125 $2.6M Add +1.1%
V Visa Inc. Class A 1.07% 9,220 $2.6M Reduce -8.9%
T AT&T Inc. 1.03% 140,084 $2.5M Reduce -3.5%
TSCO Tractor Supply Company 1.02% 9,375 $2.5M No change
MU Micron Technology Inc. 1.01% 20,615 $2.4M Reduce -1.4%
PFE Pfizer Inc. 0.91% 78,690 $2.2M Reduce -15.7%
AFL Aflac Inc. 0.90% 25,056 $2.2M No change
GLD SPDR Gold Shares 0.89% 10,399 $2.1M No change
FLR Fluor Corp. 0.85% 48,500 $2.0M Reduce -2.0%
GLW Corning Inc. 0.84% 61,442 $2.0M Reduce -4.5%
COST Costco Wholesale Corp. 0.84% 2,757 $2.0M No change
ABT Abbott Laboratories 0.76% 16,158 $1.8M Reduce -41.1%
MCK McKesson Corp. 0.76% 3,400 $1.8M No change
NEE Nextera Energy Inc. 0.75% 28,151 $1.8M No change
ITW Illinois Tool Works 0.74% 6,650 $1.8M No change
NKE Nike Inc. Class B 0.73% 18,726 $1.8M No change
ITA iShares U.S. Aerospace & Def 0.70% 12,675 $1.7M No change
DE Deere & Co. 0.67% 3,929 $1.6M No change
NSC Norfolk Southern Corp. 0.60% 5,700 $1.5M No change
AWK American Water Works Co. Inc. 0.60% 11,700 $1.4M No change
CVX Chevron Corp. 0.59% 8,980 $1.4M No change
BA The Boeing Co. 0.58% 7,195 $1.4M Add +90.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.57% 2,640 $1.4M No change
GOOGL Alphabet Inc. Class A 0.56% 8,974 $1.4M No change
CAT Caterpillar Inc. 0.54% 3,525 $1.3M No change
HII Huntington Ingalls Industrie 0.53% 4,340 $1.3M No change
AEP American Electric Power 0.52% 14,456 $1.2M No change
HON Honeywell International Inc. 0.47% 5,550 $1.1M No change
GIS General Mills Inc. 0.47% 16,108 $1.1M No change
EMR Emerson Electric Co. 0.46% 9,800 $1.1M Reduce -32.9%
PFF iShares Preferred & Income S 0.45% 33,900 $1.1M Reduce -6.7%
DOW Dow Inc. 0.44% 18,368 $1.1M No change
MAR Marriott International Class A 0.41% 3,900 $984K No change
XLK SS Technology Select Sector 0.38% 4,366 $909K No change
MAIN Main Street Capital Corp. 0.38% 19,200 $908K No change
ZTS Zoetis Inc. 0.37% 5,300 $896K No change
DRI Darden Restaurants Inc. 0.37% 5,310 $887K No change
MPC Marathon Petroleum Corp. 0.36% 4,350 $876K No change
MRO Marathon Oil Corp. 0.36% 30,658 $868K Add +7.2%
MA Mastercard Inc. Class A 0.36% 1,790 $862K No change
KMB Kimberly-Clark Corp. 0.36% 6,660 $861K Reduce -5.7%
DEO Diageo PLC-Sponsored ADR 0.35% 5,700 $847K No change
INTU Intuit Inc. 0.34% 1,275 $828K No change
FDX FedEx Corp. 0.33% 2,750 $796K No change
INTC Intel Corp. 0.31% 16,905 $746K Add +3.0%
MCD McDonald's Corp. 0.30% 2,553 $719K No change
DTE DTE Energy Company 0.30% 6,400 $717K Reduce -13.5%
ADP Automatic Data Processing 0.29% 2,800 $699K No change
ATO Atmos Energy Corp. 0.29% 5,850 $695K No change
ADBE Adobe Inc. 0.29% 1,376 $694K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.29% 6,800 $689K No change
LLY Eli Lilly & Co. 0.27% 837 $651K No change
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.26% 4,030 $621K No change
MAS Masco Corp. 0.25% 7,625 $601K No change
NOC Northrop Grumman Corp. 0.25% 1,255 $600K No change
CMA Comerica Inc. 0.25% 10,841 $596K No change
GPN Global Payments Inc. 0.25% 4,445 $594K No change
CP Canadian Pacific Kansas City 0.24% 6,489 $572K No change
D Dominion Energy Inc. 0.23% 11,043 $543K Reduce -6.0%
CI The Cigna Group 0.22% 1,460 $530K Reduce -20.3%
SYK Stryker Corp. 0.21% 1,400 $501K No change
PHO Invesco Water Resources ETF 0.20% 7,200 $479K No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.19% 8,541 $468K Add +6.1%
MMM 3M Co. 0.19% 4,370 $463K No change
USB US Bancorp 0.19% 10,241 $457K Reduce -9.5%
HACK Amplify Cybersecurity ETF 0.19% 7,100 $455K Reduce -6.6%
GEHC GE Healthcare Technology 0.19% 4,900 $445K Reduce -0.2%
APD Air Products & Chemicals Inc. 0.18% 1,774 $429K No change
XLY SS Consumer Disc Select Sect 0.18% 2,333 $429K No change
CLX Clorox Company 0.18% 2,780 $425K Reduce -3.5%
MDT Medtronic PLC 0.17% 4,756 $414K No change
WTRG Essential Utilities Inc. 0.17% 11,074 $410K No change
F Ford Motor Co. filed as FORD MTR CO DEL 0.16% 29,450 $391K No change
IVV iShares Core S&P 500 ETF 0.16% 732 $384K No change
DTM DT Midstream Inc. 0.16% 6,200 $378K No change

Show all 115 holdings

Portfolio Sells Q4 2023 → Q1 2024
SHW The Sherwin-Williams Co. Sold out 0.00% −2.30
PG The Procter & Gamble Co. Reduce -36.1% 3.06% −1.34
ABT Abbott Laboratories Reduce -41.1% 0.76% −0.52
XOM Exxon Mobil Corp. Reduce -31.1% 1.83% −0.49
VTRS Viatris Inc. Reduce -2.7% 0.04% −0.36
ABBV Abbvie Inc. Reduce -20.1% 3.14% −0.27
PFE Pfizer Inc. Reduce -15.7% 0.91% −0.23
PEP Pepsico Inc. Reduce -10.0% 1.96% −0.19
BP BP PLC-Spons ADR Sold out 0.00% −0.17
EMR Emerson Electric Co. Reduce -32.9% 0.46% −0.14
CL Colgate-Palmolive Co. Reduce -18.2% 1.26% −0.13
ARCC Ares Capital Corp. Sold out 0.00% −0.11
SBUX Starbucks Corp. Sold out 0.00% −0.09
DTE DTE Energy Company Reduce -13.5% 0.30% −0.05
V Visa Inc. Class A Reduce -8.9% 1.07% −0.05
PFF iShares Preferred & Income S Reduce -6.7% 0.45% −0.03
USB US Bancorp Reduce -9.5% 0.19% −0.02
CI The Cigna Group Reduce -20.3% 0.22% −0.01
D Dominion Energy Inc. Reduce -6.0% 0.23% −0.01
MRK Merck & Co. Inc. Reduce -16.1% 2.21% −0.01
T AT&T Inc. Reduce -3.5% 1.03% −0.01
KMB Kimberly-Clark Corp. Reduce -5.7% 0.36% −0.01
HACK Amplify Cybersecurity ETF Reduce -6.6% 0.19% −0.01
CLX Clorox Company Reduce -3.5% 0.18% +0.00
GLW Corning Inc. Reduce -4.5% 0.84% +0.01
RTX RTX Corp. Reduce -3.5% 0.16% +0.01
GEHC GE Healthcare Technology Reduce -0.2% 0.19% +0.02
FLR Fluor Corp. Reduce -2.0% 0.85% +0.03
VZ Verizon Communications Inc. Reduce -3.2% 1.15% +0.06
IBM Intl Business Machines Corp. Reduce -4.6% 2.00% +0.17
LRCX Lam Research Corp. Reduce -0.8% 1.22% +0.21
MU Micron Technology Inc. Reduce -1.4% 1.01% +0.26
AMZN Amazon.com Inc. Reduce -1.0% 3.07% +0.41
MSFT Microsoft Corp. Reduce -1.7% 6.95% +0.52
JPM JPMorgan Chase & Co. Reduce -1.2% 8.81% +1.10
NVDA Nvidia Corp. Reduce -2.4% 5.36% +2.30

Portfolio Buys Q4 2023 → Q1 2024
ORCL Oracle Corp. Add +2.4% 2.25% +0.37
BA The Boeing Co. Add +90.8% 0.58% +0.16
AMGN Amgen Inc. Add +18.6% 1.24% +0.16
GDX Vaneck Gold Miners ETF New 0.11% +0.11
BRK.B Berkshire Hathaway Inc. Class B New 0.09% +0.09
MKC McCormick & Co.-Non VTG SHRS New 0.09% +0.09
GOOG Alphabet Inc. Class C Add +0.0% 1.41% +0.08
MRO Marathon Oil Corp. Add +7.2% 0.36% +0.07
BMY Bristol-Myers Squibb Co. Add +1.1% 1.09% +0.05
SLB SLB Ltd. Add +6.1% 0.19% +0.02
SJM The JM Smucker Co. Add +8.9% 0.13% +0.01
CSCO Cisco Systems Inc. Add +0.9% 1.43% −0.03
INTC Intel Corp. Add +3.0% 0.31% −0.04
AAPL Apple Inc. Add +0.1% 5.64% −0.80

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 130$390.9MJPM, NVDA, MU, AAPL, MSFT
Q4 2025 125$342.7MJPM, NVDA, MSFT, AAPL, ABBV
Q3 2025 125$329.0MJPM, NVDA, MSFT, AAPL, ORCL
Q2 2025 123$299.3MJPM, NVDA, MSFT, AAPL, PG
Q1 2025 122$268.1MJPM, AAPL, MSFT, NVDA, ABBV
Q4 2024 122$274.5MJPM, AAPL, NVDA, MSFT, AMZN
Q3 2024 126$274.5MJPM, MSFT, AAPL, NVDA, ABBV
Q2 2024 119$256.1MJPM, MSFT, NVDA, AAPL, AMZN
Q1 2024 115$240.1MJPM, MSFT, AAPL, NVDA, ABBV