SS&H Financial Advisors, Inc.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed September 10, 2024), SS&H Financial Advisors, Inc. reported 119 stock positions worth $256.1 million. Its top holding was JPMorgan Chase (JPM) at 8.4% of the portfolio, followed by Microsoft (MSFT, 7.2%) and Nvidia (NVDA, 7.1%). Compared with Q1 2024, it opened 6 new positions, sold out of 3, added to 23 and reduced 20. The biggest buy was Nvidia (NVDA, shares +3%) and the biggest sale Bristol-Myers Squibb (BMY, shares −2%).

Most Recent 13F
Q2 2026
Location
TROY, MI
CIK
0001911735
Portfolio Value
$256.1M (Q2 2024)
SEC Filing
0001911735-24-000003 ↗ filed Sep 10, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $240.1M Q1 2024 Q2 2024: $256.1M $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 119 stocks · $256.1M
JPM JPMorgan Chase & Co. 8.38% 106,111 $21.5M Add +0.5%
MSFT Microsoft Corp. 7.16% 41,022 $18.3M Add +3.5%
NVDA Nvidia Corp. 7.10% 147,220 $18.2M Add +3.3%
AAPL Apple Inc. 6.57% 79,910 $16.8M Add +1.3%
AMZN Amazon.com Inc. 3.28% 43,527 $8.4M Add +6.5%
PG The Procter & Gamble Co. 2.91% 45,121 $7.4M Reduce -0.2%
ABBV Abbvie Inc. 2.77% 41,424 $7.1M No change
ORCL Oracle Corp. 2.37% 42,924 $6.1M No change
SPGI S&P Global Inc. 2.07% 11,887 $5.3M No change
MRK Merck & Co. Inc. 1.94% 40,162 $5.0M Reduce -0.1%
PEP Pepsico Inc. 1.73% 26,800 $4.4M Reduce -0.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.70% 25,185 $4.4M No change
XOM Exxon Mobil Corp. 1.70% 37,797 $4.4M No change
GOOG Alphabet Inc. Class C 1.68% 23,470 $4.3M Add +5.4%
UNP Union Pacific Corp. 1.57% 17,738 $4.0M No change
AMGN Amgen Inc. 1.44% 11,830 $3.7M Add +12.9%
CSCO Cisco Systems Inc. 1.28% 69,106 $3.3M Add +0.2%
CL Colgate-Palmolive Co. 1.27% 33,543 $3.3M No change
LRCX Lam Research Corp. 1.24% 2,991 $3.2M Reduce -0.8%
ACN Accenture PLC Class A 1.15% 9,673 $2.9M No change
JNJ Johnson & Johnson 1.14% 19,974 $2.9M No change
MU Micron Technology Inc. 1.09% 21,265 $2.8M Add +3.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.08% 69,808 $2.8M No change
VZ Verizon Communications Inc. 1.05% 65,082 $2.7M Reduce -1.0%
KO The Coca-Cola Co. 1.04% 42,056 $2.7M Reduce -3.3%
T AT&T Inc. 1.00% 134,684 $2.6M Reduce -3.9%
TSCO Tractor Supply Company 0.99% 9,375 $2.5M No change
COST Costco Wholesale Corp. 0.96% 2,907 $2.5M Add +5.4%
V Visa Inc. Class A 0.94% 9,220 $2.4M No change
GE General Electric filed as GE AEROSPACE 0.94% 15,084 $2.4M No change
GLW Corning Inc. 0.93% 61,317 $2.4M Reduce -0.2%
GLD SPDR Gold Shares 0.89% 10,649 $2.3M Add +2.4%
AFL Aflac Inc. 0.87% 24,956 $2.2M Reduce -0.4%
FLR Fluor Corp. 0.81% 47,800 $2.1M Reduce -1.4%
PFE Pfizer Inc. 0.79% 72,573 $2.0M Reduce -7.8%
NEE Nextera Energy Inc. 0.78% 28,151 $2.0M No change
MCK McKesson Corp. 0.78% 3,400 $2.0M No change
BMY Bristol-Myers Squibb Co. 0.76% 47,125 $2.0M Reduce -2.1%
ABT Abbott Laboratories 0.72% 17,633 $1.8M Add +9.1%
ITA iShares U.S. Aerospace & Def 0.65% 12,675 $1.7M No change
GOOGL Alphabet Inc. Class A 0.64% 8,974 $1.6M No change
ITW Illinois Tool Works 0.61% 6,650 $1.6M No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.60% 32,441 $1.5M Add +279.8%
AWK American Water Works Co. Inc. 0.59% 11,700 $1.5M No change
DE Deere & Co. 0.57% 3,929 $1.5M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.56% 2,640 $1.4M No change
NKE Nike Inc. Class B 0.56% 18,961 $1.4M Add +1.3%
BA The Boeing Co. 0.55% 7,720 $1.4M Add +7.3%
CVX Chevron Corp. 0.55% 8,980 $1.4M No change
MA Mastercard Inc. Class A 0.51% 2,954 $1.3M Add +65.0%
AEP American Electric Power 0.50% 14,456 $1.3M No change
NSC Norfolk Southern Corp. 0.48% 5,700 $1.2M No change
HON Honeywell International Inc. 0.46% 5,550 $1.2M No change
CAT Caterpillar Inc. 0.46% 3,525 $1.2M No change
EMR Emerson Electric Co. 0.42% 9,800 $1.1M No change
HII Huntington Ingalls Industrie 0.42% 4,340 $1.1M No change
PFF iShares Preferred & Income S 0.42% 33,900 $1.1M No change
ZTS Zoetis Inc. 0.41% 6,118 $1.1M Add +15.4%
GIS General Mills Inc. 0.40% 16,108 $1.0M No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.39% 8,984 $989K Add +32.1%
XLK SS Technology Select Sector 0.39% 4,366 $988K No change
DOW Dow Inc. 0.38% 18,328 $972K Reduce -0.2%
MAIN Main Street Capital Corp. 0.38% 19,200 $969K No change
MAR Marriott International Class A 0.37% 3,900 $942K No change
ADP Automatic Data Processing 0.36% 3,870 $923K Add +38.2%
VTRS Viatris Inc. 0.35% 85,499 $909K Reduce -0.3%
KMB Kimberly-Clark Corp. 0.35% 6,460 $892K Reduce -3.0%
MRO Marathon Oil Corp. 0.34% 30,658 $878K No change
INTU Intuit Inc. 0.33% 1,275 $837K No change
FDX FedEx Corp. 0.32% 2,750 $824K No change
DRI Darden Restaurants Inc. 0.31% 5,310 $803K No change
WMT Walmart Inc. 0.30% 11,295 $765K Add +162.2%
ADBE Adobe Inc. 0.30% 1,376 $764K No change
LLY Eli Lilly & Co. 0.30% 837 $757K No change
MPC Marathon Petroleum Corp. 0.29% 4,350 $754K No change
DEO Diageo PLC-Sponsored ADR 0.28% 5,700 $718K No change
ATO Atmos Energy Corp. 0.26% 5,800 $676K Reduce -0.8%
DTE DTE Energy Company 0.26% 5,900 $654K Reduce -7.8%
MCD McDonald's Corp. 0.25% 2,553 $650K No change
GEV GE Vernova Inc. 0.25% 3,742 $641K Reduce -0.8%
RTX RTX Corp. 0.22% 5,669 $569K Add +47.3%
CMA Comerica Inc. 0.22% 10,841 $553K No change
NOC Northrop Grumman Corp. 0.21% 1,255 $547K No change
INTC Intel Corp. 0.20% 16,905 $523K No change
CP Canadian Pacific Kansas City 0.20% 6,489 $510K No change
MAS Masco Corp. 0.20% 7,625 $508K No change
CI The Cigna Group 0.19% 1,460 $483K No change
SYK Stryker Corp. 0.19% 1,400 $476K No change
CRUS Cirrus Logic Inc. 0.18% 3,700 $472K No change
PHO Invesco Water Resources ETF 0.18% 7,200 $467K No change
HACK Amplify Cybersecurity ETF 0.18% 7,100 $459K No change
APD Air Products & Chemicals Inc. 0.18% 1,774 $457K No change
F Ford Motor Co. filed as FORD MTR CO DEL 0.18% 36,250 $454K Add +23.1%
D Dominion Energy Inc. 0.17% 9,043 $443K Reduce -18.1%
DTM DT Midstream Inc. 0.17% 6,200 $440K No change
SCHW Schwab (charles) Corp. 0.17% 5,899 $435K New
GPN Global Payments Inc. 0.17% 4,445 $429K No change
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.17% 4,030 $428K No change
XLY SS Consumer Disc Select Sect 0.17% 2,333 $426K No change
ETN Eaton Corp. PLC 0.16% 1,337 $419K New

Show all 119 holdings

Portfolio Sells Q1 2024 → Q2 2024
BMY Bristol-Myers Squibb Co. Reduce -2.1% 0.76% −0.32
MRK Merck & Co. Inc. Reduce -0.1% 1.94% −0.27
PEP Pepsico Inc. Reduce -0.4% 1.73% −0.23
MMM 3M Co. Sold out 0.00% −0.19
PG The Procter & Gamble Co. Reduce -0.2% 2.91% −0.15
PFE Pfizer Inc. Reduce -7.8% 0.79% −0.12
VZ Verizon Communications Inc. Reduce -1.0% 1.05% −0.10
BRK.B Berkshire Hathaway Inc. Class B Sold out 0.00% −0.09
MKC McCormick & Co.-Non VTG SHRS Sold out 0.00% −0.09
DOW Dow Inc. Reduce -0.2% 0.38% −0.06
KO The Coca-Cola Co. Reduce -3.3% 1.04% −0.06
D Dominion Energy Inc. Reduce -18.1% 0.17% −0.05
DTE DTE Energy Company Reduce -7.8% 0.26% −0.04
FLR Fluor Corp. Reduce -1.4% 0.81% −0.04
TSLA Tesla Inc. Reduce -29.7% 0.11% −0.04
AFL Aflac Inc. Reduce -0.4% 0.87% −0.03
ATO Atmos Energy Corp. Reduce -0.8% 0.26% −0.03
T AT&T Inc. Reduce -3.9% 1.00% −0.02
GEV GE Vernova Inc. Reduce -0.8% 0.25% −0.02
KMB Kimberly-Clark Corp. Reduce -3.0% 0.35% −0.01
LRCX Lam Research Corp. Reduce -0.8% 1.24% +0.02
GLW Corning Inc. Reduce -0.2% 0.93% +0.09
VTRS Viatris Inc. Reduce -0.3% 0.35% +0.31

Portfolio Buys Q1 2024 → Q2 2024
NVDA Nvidia Corp. Add +3.3% 7.10% +1.74
AAPL Apple Inc. Add +1.3% 6.57% +0.93
SLB SLB Ltd. Add +279.8% 0.60% +0.40
GOOG Alphabet Inc. Class C Add +5.4% 1.68% +0.27
AMZN Amazon.com Inc. Add +6.5% 3.28% +0.21
MSFT Microsoft Corp. Add +3.5% 7.16% +0.21
AMGN Amgen Inc. Add +12.9% 1.44% +0.20
WMT Walmart Inc. Add +162.2% 0.30% +0.19
SCHW Schwab (charles) Corp. New 0.17% +0.17
ETN Eaton Corp. PLC New 0.16% +0.16
MA Mastercard Inc. Class A Add +65.0% 0.51% +0.15
COST Costco Wholesale Corp. Add +5.4% 0.96% +0.12
CDW CDW Corp. New 0.12% +0.12
APH Amphenol Corp. Class A New 0.10% +0.10
TJX TJX Companies Inc. Add +32.1% 0.39% +0.10
IQV Iqvia Holdings Inc. New 0.09% +0.09
TGT Target Corp. New 0.08% +0.08
MU Micron Technology Inc. Add +3.1% 1.09% +0.08
ADP Automatic Data Processing Add +38.2% 0.36% +0.07
RTX RTX Corp. Add +47.3% 0.22% +0.07
ZTS Zoetis Inc. Add +15.4% 0.41% +0.04
F Ford Motor Co. Add +23.1% 0.18% +0.01
SLV iShares Silver Trust Add +1.0% 0.11% +0.01
GLD SPDR Gold Shares Add +2.4% 0.89% +0.00
BA The Boeing Co. Add +7.3% 0.55% −0.03
ABT Abbott Laboratories Add +9.1% 0.72% −0.05
CSCO Cisco Systems Inc. Add +0.2% 1.28% −0.15
NKE Nike Inc. Class B Add +1.3% 0.56% −0.17
JPM JPMorgan Chase & Co. Add +0.5% 8.38% −0.43

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