SS&H Financial Advisors, Inc.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 9, 2024), SS&H Financial Advisors, Inc. reported 126 stock positions worth $274.5 million. Its top holding was JPMorgan Chase (JPM) at 8.2% of the portfolio, followed by Microsoft (MSFT, 7.0%) and Apple (AAPL, 6.9%). Compared with Q2 2024, it opened 7 new positions, added to 29 and reduced 23. The biggest buy was a new position in Meta Platforms Class A (META) and the biggest sale Nvidia (NVDA, shares −1%).

Most Recent 13F
Q2 2026
Location
TROY, MI
CIK
0001911735
Portfolio Value
$274.5M (Q3 2024)
SEC Filing
0001911735-24-000004 ↗ filed Oct 9, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $240.1M Q1 2024 Q2 2024: $256.1M Q2 2024 Q3 2024: $274.5M $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 126 stocks · $274.5M
JPM JPMorgan Chase & Co. 8.18% 106,532 $22.5M Add +0.4%
MSFT Microsoft Corp. 7.00% 44,685 $19.2M Add +8.9%
AAPL Apple Inc. 6.87% 80,886 $18.8M Add +1.2%
NVDA Nvidia Corp. 6.47% 146,295 $17.8M Reduce -0.6%
ABBV Abbvie Inc. 2.97% 41,274 $8.2M Reduce -0.4%
AMZN Amazon.com Inc. 2.95% 43,527 $8.1M No change
PG The Procter & Gamble Co. 2.85% 45,111 $7.8M Reduce -0.0%
ORCL Oracle Corp. 2.66% 42,924 $7.3M No change
SPGI S&P Global Inc. 2.24% 11,887 $6.1M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 2.02% 25,135 $5.6M Reduce -0.2%
MRK Merck & Co. Inc. 1.66% 40,062 $4.5M Reduce -0.3%
PEP Pepsico Inc. 1.64% 26,400 $4.5M Reduce -1.5%
XOM Exxon Mobil Corp. 1.61% 37,797 $4.4M No change
UNP Union Pacific Corp. 1.59% 17,738 $4.4M No change
GOOG Alphabet Inc. Class C 1.47% 24,110 $4.0M Add +2.7%
AMGN Amgen Inc. 1.39% 11,830 $3.8M No change
CSCO Cisco Systems Inc. 1.38% 71,106 $3.8M Add +2.9%
CL Colgate-Palmolive Co. 1.27% 33,543 $3.5M No change
ACN Accenture PLC Class A 1.25% 9,673 $3.4M No change
JNJ Johnson & Johnson 1.18% 19,974 $3.2M No change
T AT&T Inc. 1.07% 133,780 $2.9M Reduce -0.7%
GE General Electric filed as GE AEROSPACE 1.04% 15,084 $2.8M No change
KO The Coca-Cola Co. 1.04% 39,556 $2.8M Reduce -5.9%
GLW Corning Inc. 1.02% 62,217 $2.8M Add +1.5%
VZ Verizon Communications Inc. 1.02% 62,484 $2.8M Reduce -4.0%
AFL Aflac Inc. 1.01% 24,856 $2.8M Reduce -0.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.01% 69,808 $2.8M No change
TSCO Tractor Supply Company 0.99% 9,375 $2.7M No change
COST Costco Wholesale Corp. 0.95% 2,951 $2.6M Add +1.5%
GLD SPDR Gold Shares 0.94% 10,649 $2.6M No change
V Visa Inc. Class A 0.94% 9,394 $2.6M Add +1.9%
BMY Bristol-Myers Squibb Co. 0.92% 48,875 $2.5M Add +3.7%
NEE Nextera Energy Inc. 0.86% 27,881 $2.4M Reduce -1.0%
LRCX Lam Research Corp. 0.84% 2,811 $2.3M Reduce -6.0%
FLR Fluor Corp. 0.83% 47,600 $2.3M Reduce -0.4%
MU Micron Technology Inc. 0.80% 21,265 $2.2M No change
PFE Pfizer Inc. 0.77% 73,273 $2.1M Add +1.0%
ABT Abbott Laboratories 0.73% 17,633 $2.0M No change
ITA iShares U.S. Aerospace & Def 0.69% 12,675 $1.9M No change
ITW Illinois Tool Works 0.64% 6,650 $1.7M No change
GOOGL Alphabet Inc. Class A 0.63% 10,453 $1.7M Add +16.5%
AWK American Water Works Co. Inc. 0.62% 11,700 $1.7M No change
MCK McKesson Corp. 0.61% 3,400 $1.7M No change
DE Deere & Co. 0.61% 3,979 $1.7M Add +1.3%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.57% 37,541 $1.6M Add +15.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.55% 2,648 $1.5M Add +0.3%
MA Mastercard Inc. Class A 0.55% 3,075 $1.5M Add +4.1%
AEP American Electric Power 0.54% 14,456 $1.5M No change
NSC Norfolk Southern Corp. 0.52% 5,700 $1.4M No change
CVX Chevron Corp. 0.51% 9,450 $1.4M Add +5.2%
CAT Caterpillar Inc. 0.50% 3,525 $1.4M No change
GIS General Mills Inc. 0.43% 16,108 $1.2M No change
HON Honeywell International Inc. 0.43% 5,702 $1.2M Add +2.7%
BA The Boeing Co. 0.43% 7,720 $1.2M No change
NKE Nike Inc. Class B 0.43% 13,218 $1.2M Reduce -30.3%
HII Huntington Ingalls Industrie 0.42% 4,340 $1.1M No change
PFF iShares Preferred & Income S 0.41% 33,900 $1.1M No change
DOW Dow Inc. 0.40% 20,161 $1.1M Add +10.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.39% 9,147 $1.1M Add +1.8%
EMR Emerson Electric Co. 0.39% 9,800 $1.1M No change
ADP Automatic Data Processing 0.39% 3,870 $1.1M No change
ZTS Zoetis Inc. 0.36% 5,118 $1.0M Reduce -16.4%
MAR Marriott International Class A 0.35% 3,900 $970K No change
MAIN Main Street Capital Corp. 0.35% 19,200 $963K No change
GEV GE Vernova Inc. 0.35% 3,736 $953K Reduce -0.2%
VTRS Viatris Inc. 0.34% 81,032 $941K Reduce -5.2%
META Meta Platforms Inc. Class A 0.34% 1,636 $937K New
XLK SS Technology Select Sector 0.34% 4,116 $929K Reduce -5.7%
WMT Walmart Inc. 0.33% 11,295 $912K No change
KMB Kimberly-Clark Corp. 0.32% 6,200 $882K Reduce -4.0%
DRI Darden Restaurants Inc. 0.32% 5,310 $872K No change
MCD McDonald's Corp. 0.32% 2,853 $869K Add +11.8%
LLY Eli Lilly & Co. 0.31% 959 $850K Add +14.6%
MRO Marathon Oil Corp. 0.30% 31,158 $830K Add +1.6%
FDX FedEx Corp. 0.29% 2,950 $807K Add +7.3%
DEO Diageo PLC-Sponsored ADR 0.29% 5,700 $800K No change
ATO Atmos Energy Corp. 0.29% 5,750 $798K Reduce -0.9%
INTU Intuit Inc. 0.29% 1,275 $792K No change
MPC Marathon Petroleum Corp. 0.29% 4,850 $790K Add +11.5%
DTE DTE Energy Company 0.28% 5,900 $758K No change
ADBE Adobe Inc. 0.26% 1,376 $712K No change
RTX RTX Corp. 0.25% 5,669 $687K No change
NOC Northrop Grumman Corp. 0.24% 1,255 $663K No change
CMA Comerica Inc. 0.24% 10,841 $649K No change
MAS Masco Corp. 0.23% 7,625 $640K No change
CP Canadian Pacific Kansas City 0.20% 6,489 $555K No change
APD Air Products & Chemicals Inc. 0.19% 1,774 $528K No change
D Dominion Energy Inc. 0.19% 9,043 $523K No change
PHO Invesco Water Resources ETF 0.19% 7,200 $508K No change
CI The Cigna Group 0.18% 1,460 $506K No change
SYK Stryker Corp. 0.18% 1,400 $506K No change
IVV iShares Core S&P 500 ETF 0.18% 858 $495K Add +17.2%
DTM DT Midstream Inc. 0.18% 6,200 $488K No change
HACK Amplify Cybersecurity ETF 0.18% 7,100 $485K No change
XLY SS Consumer Disc Select Sect 0.17% 2,333 $467K No change
CRUS Cirrus Logic Inc. 0.17% 3,700 $460K No change
GEHC GE Healthcare Technology 0.17% 4,900 $460K No change
CLX Clorox Company 0.17% 2,780 $453K No change
ETN Eaton Corp. PLC 0.16% 1,337 $443K No change
MDT Medtronic PLC 0.16% 4,756 $428K No change

Show all 126 holdings

Portfolio Sells Q2 2024 → Q3 2024
NVDA Nvidia Corp. Reduce -0.6% 6.47% −0.63
LRCX Lam Research Corp. Reduce -6.0% 0.84% −0.41
MRK Merck & Co. Inc. Reduce -0.3% 1.66% −0.28
NKE Nike Inc. Class B Reduce -30.3% 0.43% −0.13
PEP Pepsico Inc. Reduce -1.5% 1.64% −0.09
PG The Procter & Gamble Co. Reduce -0.0% 2.85% −0.06
ZTS Zoetis Inc. Reduce -16.4% 0.36% −0.05
XLK SS Technology Select Sector Reduce -5.7% 0.34% −0.05
KMB Kimberly-Clark Corp. Reduce -4.0% 0.32% −0.03
VZ Verizon Communications Inc. Reduce -4.0% 1.02% −0.03
USB US Bancorp Reduce -20.1% 0.14% −0.02
GPN Global Payments Inc. Reduce -6.8% 0.15% −0.01
VTRS Viatris Inc. Reduce -5.2% 0.34% −0.01
KO The Coca-Cola Co. Reduce -5.9% 1.04% −0.01
SLV iShares Silver Trust Reduce -1.0% 0.10% −0.00
FLR Fluor Corp. Reduce -0.4% 0.83% +0.01
ATO Atmos Energy Corp. Reduce -0.9% 0.29% +0.03
T AT&T Inc. Reduce -0.7% 1.07% +0.07
NEE Nextera Energy Inc. Reduce -1.0% 0.86% +0.08
GEV GE Vernova Inc. Reduce -0.2% 0.35% +0.10
AFL Aflac Inc. Reduce -0.4% 1.01% +0.14
ABBV Abbvie Inc. Reduce -0.4% 2.97% +0.20
IBM Intl Business Machines Corp. Reduce -0.2% 2.02% +0.32

Portfolio Buys Q2 2024 → Q3 2024
META Meta Platforms Inc. Class A New 0.34% +0.34
AAPL Apple Inc. Add +1.2% 6.87% +0.29
BMY Bristol-Myers Squibb Co. Add +3.7% 0.92% +0.16
CSCO Cisco Systems Inc. Add +2.9% 1.38% +0.10
GLW Corning Inc. Add +1.5% 1.02% +0.09
DHR Danaher Corp. New 0.09% +0.09
BRK.B Berkshire Hathaway Inc. Class B New 0.08% +0.08
MKC McCormick & Co.-Non VTG SHRS New 0.08% +0.08
DOV Dover Corp. New 0.08% +0.08
SBUX Starbucks Corp. New 0.08% +0.08
TMO Thermo Fisher Scientific Inc. New 0.07% +0.07
MCD McDonald's Corp. Add +11.8% 0.32% +0.06
HD Home Depot Inc. Add +32.1% 0.15% +0.05
MA Mastercard Inc. Class A Add +4.1% 0.55% +0.04
DE Deere & Co. Add +1.3% 0.61% +0.03
IVV iShares Core S&P 500 ETF Add +17.2% 0.18% +0.02
DOW Dow Inc. Add +10.0% 0.40% +0.02
LLY Eli Lilly & Co. Add +14.6% 0.31% +0.01
TJX TJX Companies Inc. Add +1.8% 0.39% +0.01
V Visa Inc. Class A Add +1.9% 0.94% −0.00
GOOGL Alphabet Inc. Class A Add +16.5% 0.63% −0.01
MPC Marathon Petroleum Corp. Add +11.5% 0.29% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +0.3% 0.55% −0.01
COP Conocophillips Add +7.4% 0.11% −0.01
COST Costco Wholesale Corp. Add +1.5% 0.95% −0.01
PFE Pfizer Inc. Add +1.0% 0.77% −0.02
SLB SLB Ltd. Add +15.7% 0.57% −0.02
FDX FedEx Corp. Add +7.3% 0.29% −0.03
HON Honeywell International Inc. Add +2.7% 0.43% −0.03
F Ford Motor Co. Add +0.6% 0.14% −0.04
MRO Marathon Oil Corp. Add +1.6% 0.30% −0.04
CVX Chevron Corp. Add +5.2% 0.51% −0.04
INTC Intel Corp. Add +1.2% 0.15% −0.06
MSFT Microsoft Corp. Add +8.9% 7.00% −0.15
JPM JPMorgan Chase & Co. Add +0.4% 8.18% −0.20
GOOG Alphabet Inc. Class C Add +2.7% 1.47% −0.21

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