SS&H Financial Advisors, Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 14, 2025), SS&H Financial Advisors, Inc. reported 122 stock positions worth $274.5 million. Its top holding was JPMorgan Chase (JPM) at 9.3% of the portfolio, followed by Apple (AAPL, 7.4%) and Nvidia (NVDA, 6.9%). Compared with Q3 2024, it opened 3 new positions, sold out of 7, added to 29 and reduced 31. The biggest buy was Conocophillips (COP, shares +266%) and the biggest sale an exit from GE Vernova (GEV).

Most Recent 13F
Q2 2026
Location
TROY, MI
CIK
0001911735
Portfolio Value
$274.5M (Q4 2024)
SEC Filing
0001911735-25-000001 ↗ filed Jan 14, 2025

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 Q3 2024 Q4 2024: $274.5M $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 122 stocks · $274.5M
JPM JPMorgan Chase & Co. 9.30% 106,532 $25.5M No change
AAPL Apple Inc. 7.37% 80,736 $20.2M Reduce -0.2%
NVDA Nvidia Corp. 6.90% 140,995 $18.9M Reduce -3.6%
MSFT Microsoft Corp. 6.88% 44,786 $18.9M Add +0.2%
AMZN Amazon.com Inc. 3.46% 43,327 $9.5M Reduce -0.5%
PG The Procter & Gamble Co. 2.73% 44,721 $7.5M Reduce -0.9%
ABBV Abbvie Inc. 2.68% 41,459 $7.4M Add +0.5%
ORCL Oracle Corp. 2.60% 42,874 $7.1M Reduce -0.1%
SPGI S&P Global Inc. 2.16% 11,887 $5.9M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 2.01% 25,065 $5.5M Reduce -0.3%
GOOG Alphabet Inc. Class C 1.69% 24,360 $4.6M Add +1.0%
CSCO Cisco Systems Inc. 1.52% 70,531 $4.2M Reduce -0.8%
XOM Exxon Mobil Corp. 1.48% 37,847 $4.1M Add +0.1%
UNP Union Pacific Corp. 1.47% 17,738 $4.0M No change
MRK Merck & Co. Inc. 1.46% 40,362 $4.0M Add +0.8%
PEP Pepsico Inc. 1.45% 26,258 $4.0M Reduce -0.5%
ACN Accenture PLC Class A 1.22% 9,523 $3.4M Reduce -1.6%
AMGN Amgen Inc. 1.22% 12,828 $3.3M Add +8.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.11% 69,558 $3.1M Reduce -0.4%
CL Colgate-Palmolive Co. 1.11% 33,543 $3.0M No change
BMY Bristol-Myers Squibb Co. 1.11% 53,900 $3.0M Add +10.3%
T AT&T Inc. 1.10% 132,780 $3.0M Reduce -0.8%
V Visa Inc. Class A 1.10% 9,540 $3.0M Add +1.6%
GLW Corning Inc. 1.07% 61,717 $2.9M Reduce -0.8%
COST Costco Wholesale Corp. 1.05% 3,154 $2.9M Add +6.9%
JNJ Johnson & Johnson 1.04% 19,809 $2.9M Reduce -0.8%
GLD SPDR Gold Shares 0.96% 10,849 $2.6M Add +1.9%
TSCO Tractor Supply Company 0.93% 48,180 $2.6M Add +2.8%
AFL Aflac Inc. 0.93% 24,706 $2.6M Reduce -0.6%
GE General Electric filed as GE AEROSPACE 0.91% 14,959 $2.5M Reduce -0.8%
VZ Verizon Communications Inc. 0.91% 62,406 $2.5M Reduce -0.1%
KO The Coca-Cola Co. 0.90% 39,556 $2.5M No change
FLR Fluor Corp. 0.86% 47,600 $2.3M No change
LRCX Lam Research Corp. 0.76% 29,008 $2.1M Add +3.2%
NEE Nextera Energy Inc. 0.73% 28,093 $2.0M Add +0.8%
ABT Abbott Laboratories 0.72% 17,583 $2.0M Reduce -0.3%
GOOGL Alphabet Inc. Class A 0.72% 10,453 $2.0M No change
MCK McKesson Corp. 0.71% 3,400 $1.9M No change
PFE Pfizer Inc. 0.68% 70,260 $1.9M Reduce -4.1%
ITA iShares U.S. Aerospace & Def 0.67% 12,675 $1.8M No change
MU Micron Technology Inc. 0.64% 20,765 $1.7M Reduce -2.4%
ITW Illinois Tool Works 0.61% 6,650 $1.7M No change
DE Deere & Co. 0.61% 3,979 $1.7M No change
MA Mastercard Inc. Class A 0.60% 3,129 $1.6M Add +1.8%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.59% 42,291 $1.6M Add +12.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.57% 2,656 $1.6M Add +0.3%
AWK American Water Works Co. Inc. 0.55% 12,110 $1.5M Add +3.5%
BA The Boeing Co. 0.53% 8,280 $1.5M Add +7.3%
CVX Chevron Corp. 0.51% 9,708 $1.4M Add +2.7%
AEP American Electric Power 0.50% 14,942 $1.4M Add +3.4%
NSC Norfolk Southern Corp. 0.48% 5,600 $1.3M Reduce -1.8%
HON Honeywell International Inc. 0.47% 5,702 $1.3M No change
CAT Caterpillar Inc. 0.47% 3,525 $1.3M No change
EMR Emerson Electric Co. 0.44% 9,800 $1.2M No change
ADP Automatic Data Processing 0.41% 3,870 $1.1M No change
MAIN Main Street Capital Corp. 0.41% 19,200 $1.1M No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.40% 9,147 $1.1M No change
PFF iShares Preferred & Income S 0.40% 34,900 $1.1M Add +3.0%
MAR Marriott International Class A 0.40% 3,900 $1.1M No change
COP Conocophillips 0.39% 10,913 $1.1M Add +266.1%
GIS General Mills Inc. 0.37% 16,108 $1.0M No change
WMT Walmart Inc. 0.37% 11,235 $1.0M Reduce -0.5%
NKE Nike Inc. Class B 0.36% 13,218 $1.0M No change
DRI Darden Restaurants Inc. 0.36% 5,310 $992K No change
META Meta Platforms Inc. Class A 0.35% 1,636 $958K No change
XLK SS Technology Select Sector 0.35% 4,116 $958K No change
HII Huntington Ingalls Industrie 0.34% 4,995 $944K Add +15.1%
DOW Dow Inc. 0.34% 23,151 $930K Add +14.8%
ZTS Zoetis Inc. 0.33% 5,618 $916K Add +9.8%
LLY Eli Lilly & Co. 0.32% 1,134 $876K Add +18.3%
KMB Kimberly-Clark Corp. 0.30% 6,200 $813K No change
FDX FedEx Corp. 0.29% 2,875 $809K Reduce -2.5%
VTRS Viatris Inc. 0.29% 64,578 $804K Reduce -20.3%
INTU Intuit Inc. 0.29% 1,275 $802K No change
ATO Atmos Energy Corp. 0.29% 5,750 $801K No change
MCD McDonald's Corp. 0.29% 2,753 $799K Reduce -3.5%
DEO Diageo PLC-Sponsored ADR 0.26% 5,700 $725K No change
ADBE Adobe Inc. 0.26% 1,576 $701K Add +14.5%
MPC Marathon Petroleum Corp. 0.25% 4,850 $677K No change
CMA Comerica Inc. 0.24% 10,668 $660K Reduce -1.6%
RTX RTX Corp. 0.24% 5,619 $651K Reduce -0.9%
DTE DTE Energy Company 0.23% 5,150 $622K Reduce -12.7%
NOC Northrop Grumman Corp. 0.21% 1,255 $589K No change
DTM DT Midstream Inc. 0.21% 5,900 $587K Reduce -4.8%
TSLA Tesla Inc. 0.21% 1,420 $574K No change
MAS Masco Corp. 0.20% 7,625 $554K No change
GPN Global Payments Inc. 0.19% 4,759 $534K Add +14.8%
HACK Amplify Cybersecurity ETF 0.19% 7,100 $529K No change
XLY SS Consumer Disc Select Sect 0.19% 2,333 $524K No change
APD Air Products & Chemicals Inc. 0.19% 1,774 $515K No change
IVV iShares Core S&P 500 ETF 0.18% 858 $506K No change
SYK Stryker Corp. 0.18% 1,400 $505K No change
D Dominion Energy Inc. 0.18% 9,043 $488K No change
PHO Invesco Water Resources ETF 0.17% 7,200 $474K No change
CP Canadian Pacific Kansas City 0.17% 6,489 $470K No change
CLX Clorox Company 0.16% 2,780 $452K No change
ETN Eaton Corp. PLC 0.16% 1,337 $444K No change
SCHW Schwab (charles) Corp. 0.16% 5,899 $437K No change
CI The Cigna Group 0.15% 1,460 $404K No change
WTRG Essential Utilities Inc. 0.15% 11,074 $403K No change
USB US Bancorp 0.14% 8,186 $392K No change
HD Home Depot Inc. 0.14% 995 $388K No change
MDT Medtronic PLC 0.14% 4,756 $380K No change
GEHC GE Healthcare Technology 0.14% 4,817 $377K Reduce -1.7%
CRUS Cirrus Logic Inc. 0.13% 3,700 $369K No change
F Ford Motor Co. filed as FORD MTR CO 0.12% 33,450 $332K Reduce -8.2%
O Realty Income Corp. 0.11% 5,867 $314K Add +16.2%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.11% 4,030 $303K No change
RSG Republic Services Inc. 0.11% 1,500 $302K No change
GDX Vaneck Gold Miners ETF 0.10% 8,300 $282K No change
APH Amphenol Corp. Class A 0.10% 4,000 $278K No change
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.10% 2,450 $270K No change
SLV iShares Silver Trust 0.10% 10,066 $266K No change
BDX Becton Dickinson and Co. 0.10% 1,152 $262K Reduce -0.9%
SHOP Shopify Inc. Class A 0.09% 2,320 $247K New
CDW CDW Corp. 0.09% 1,404 $245K No change
GS Goldman Sachs Group Inc. 0.08% 400 $230K New
BRK.B Berkshire Hathaway Inc. Class B 0.08% 488 $222K No change
DHR Danaher Corp. 0.08% 917 $211K No change
DOV Dover Corp. 0.08% 1,100 $207K No change
MKC McCormick & Co.-Non VTG SHRS 0.07% 2,670 $204K No change
NFLX Netflix Inc. 0.07% 225 $201K New

Portfolio Sells Q3 2024 → Q4 2024
GEV GE Vernova Inc. Sold out 0.00% −0.35
MRO Marathon Oil Corp. Sold out 0.00% −0.30
PEP Pepsico Inc. Reduce -0.5% 1.45% −0.18
MU Micron Technology Inc. Reduce -2.4% 0.64% −0.17
INTC Intel Corp. Sold out 0.00% −0.15
JNJ Johnson & Johnson Reduce -0.8% 1.04% −0.14
GE General Electric Reduce -0.8% 0.91% −0.13
PG The Procter & Gamble Co. Reduce -0.9% 2.73% −0.11
VZ Verizon Communications Inc. Reduce -0.1% 0.91% −0.11
IQV Iqvia Holdings Inc. Sold out 0.00% −0.10
PFE Pfizer Inc. Reduce -4.1% 0.68% −0.09
TGT Target Corp. Sold out 0.00% −0.08
AFL Aflac Inc. Reduce -0.6% 0.93% −0.08
SBUX Starbucks Corp. Sold out 0.00% −0.08
TMO Thermo Fisher Scientific Inc. Sold out 0.00% −0.07
ORCL Oracle Corp. Reduce -0.1% 2.60% −0.06
VTRS Viatris Inc. Reduce -20.3% 0.29% −0.05
DTE DTE Energy Company Reduce -12.7% 0.23% −0.05
NSC Norfolk Southern Corp. Reduce -1.8% 0.48% −0.04
GEHC GE Healthcare Technology Reduce -1.7% 0.14% −0.03
MCD McDonald's Corp. Reduce -3.5% 0.29% −0.03
ACN Accenture PLC Class A Reduce -1.6% 1.22% −0.02
F Ford Motor Co. Reduce -8.2% 0.12% −0.02
IBM Intl Business Machines Corp. Reduce -0.3% 2.01% −0.02
RTX RTX Corp. Reduce -0.9% 0.24% −0.01
ABT Abbott Laboratories Reduce -0.3% 0.72% −0.01
BDX Becton Dickinson and Co. Reduce -0.9% 0.10% −0.01
FDX FedEx Corp. Reduce -2.5% 0.29% +0.00
CMA Comerica Inc. Reduce -1.6% 0.24% +0.00
T AT&T Inc. Reduce -0.8% 1.10% +0.03
DTM DT Midstream Inc. Reduce -4.8% 0.21% +0.04
WMT Walmart Inc. Reduce -0.5% 0.37% +0.04
GLW Corning Inc. Reduce -0.8% 1.07% +0.05
BAC Bank of America Corp. Reduce -0.4% 1.11% +0.10
CSCO Cisco Systems Inc. Reduce -0.8% 1.52% +0.14
NVDA Nvidia Corp. Reduce -3.6% 6.90% +0.43
AAPL Apple Inc. Reduce -0.2% 7.37% +0.50
AMZN Amazon.com Inc. Reduce -0.5% 3.46% +0.51

Portfolio Buys Q3 2024 → Q4 2024
COP Conocophillips Add +266.1% 0.39% +0.28
GOOG Alphabet Inc. Class C Add +1.0% 1.69% +0.22
BMY Bristol-Myers Squibb Co. Add +10.3% 1.11% +0.19
V Visa Inc. Class A Add +1.6% 1.10% +0.16
BA The Boeing Co. Add +7.3% 0.53% +0.11
COST Costco Wholesale Corp. Add +6.9% 1.05% +0.10
SHOP Shopify Inc. Class A New 0.09% +0.09
GS Goldman Sachs Group Inc. New 0.08% +0.08
NFLX Netflix Inc. New 0.07% +0.07
MA Mastercard Inc. Class A Add +1.8% 0.60% +0.05
GPN Global Payments Inc. Add +14.8% 0.19% +0.04
SLB SLB Ltd. Add +12.7% 0.59% +0.02
GLD SPDR Gold Shares Add +1.9% 0.96% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +0.3% 0.57% +0.01
LLY Eli Lilly & Co. Add +18.3% 0.32% +0.01
CVX Chevron Corp. Add +2.7% 0.51% +0.01
O Realty Income Corp. Add +16.2% 0.11% −0.00
ADBE Adobe Inc. Add +14.5% 0.26% −0.00
PFF iShares Preferred & Income S Add +3.0% 0.40% −0.01
ZTS Zoetis Inc. Add +9.8% 0.33% −0.03
AEP American Electric Power Add +3.4% 0.50% −0.04
TSCO Tractor Supply Company Add +2.8% 0.93% −0.06
DOW Dow Inc. Add +14.8% 0.34% −0.06
LRCX Lam Research Corp. Add +3.2% 0.76% −0.07
AWK American Water Works Co. Inc. Add +3.5% 0.55% −0.07
HII Huntington Ingalls Industrie Add +15.1% 0.34% −0.07
NEE Nextera Energy Inc. Add +0.8% 0.73% −0.12
MSFT Microsoft Corp. Add +0.2% 6.88% −0.13
XOM Exxon Mobil Corp. Add +0.1% 1.48% −0.13
AMGN Amgen Inc. Add +8.4% 1.22% −0.17
MRK Merck & Co. Inc. Add +0.8% 1.46% −0.19
ABBV Abbvie Inc. Add +0.5% 2.68% −0.29

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