SS&H Financial Advisors, Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 10, 2025), SS&H Financial Advisors, Inc. reported 122 stock positions worth $268.1 million. Its top holding was JPMorgan Chase (JPM) at 9.6% of the portfolio, followed by Apple (AAPL, 6.6%) and Microsoft (MSFT, 6.1%). Compared with Q4 2024, it opened 3 new positions, sold out of 3, added to 14 and reduced 44. The biggest buy was Amgen (AMGN, shares +2%) and the biggest sale Apple (AAPL, shares −1%).

Most Recent 13F
Q2 2026
Location
TROY, MI
CIK
0001911735
Portfolio Value
$268.1M (Q1 2025)
SEC Filing
0001911735-25-000002 ↗ filed Apr 10, 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 Q4 2024 Q1 2025: $268.1M $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 · $268.1M
JPM JPMorgan Chase & Co. 9.64% 105,398 $25.9M Reduce -1.1%
AAPL Apple Inc. 6.62% 79,866 $17.7M Reduce -1.1%
MSFT Microsoft Corp. 6.14% 43,870 $16.5M Reduce -2.0%
NVDA Nvidia Corp. 5.77% 142,765 $15.5M Add +1.3%
ABBV Abbvie Inc. 3.20% 40,886 $8.6M Reduce -1.4%
AMZN Amazon.com Inc. 3.05% 43,042 $8.2M Reduce -0.7%
PG The Procter & Gamble Co. 2.80% 44,084 $7.5M Reduce -1.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 2.30% 24,815 $6.2M Reduce -1.0%
SPGI S&P Global Inc. 2.25% 11,887 $6.0M No change
ORCL Oracle Corp. 2.21% 42,407 $5.9M Reduce -1.1%
GOOG Alphabet Inc. Class C 1.78% 30,535 $4.8M Add +25.4%
XOM Exxon Mobil Corp. 1.66% 37,390 $4.4M Reduce -1.2%
CSCO Cisco Systems Inc. 1.58% 68,531 $4.2M Reduce -2.8%
UNP Union Pacific Corp. 1.56% 17,738 $4.2M No change
AMGN Amgen Inc. 1.52% 13,078 $4.1M Add +1.9%
MRK Merck & Co. Inc. 1.47% 43,780 $3.9M Add +8.5%
PEP Pepsico Inc. 1.45% 25,975 $3.9M Reduce -1.1%
T AT&T Inc. 1.39% 131,580 $3.7M Reduce -0.9%
V Visa Inc. Class A 1.25% 9,541 $3.3M Add +0.0%
BMY Bristol-Myers Squibb Co. 1.23% 53,900 $3.3M No change
JNJ Johnson & Johnson 1.21% 19,475 $3.2M Reduce -1.7%
GLD SPDR Gold Shares 1.17% 10,849 $3.1M No change
CL Colgate-Palmolive Co. 1.15% 32,843 $3.1M Reduce -2.1%
GE General Electric filed as GE AEROSPACE 1.12% 14,959 $3.0M No change
COST Costco Wholesale Corp. 1.11% 3,155 $3.0M Add +0.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.07% 68,533 $2.9M Reduce -1.5%
KO The Coca-Cola Co. 1.06% 39,556 $2.8M No change
GLW Corning Inc. 1.05% 61,717 $2.8M No change
ACN Accenture PLC Class A 1.05% 9,023 $2.8M Reduce -5.3%
VZ Verizon Communications Inc. 1.04% 61,419 $2.8M Reduce -1.6%
TSCO Tractor Supply Company 0.99% 48,186 $2.7M Add +0.0%
AFL Aflac Inc. 0.99% 23,806 $2.6M Reduce -3.6%
ABT Abbott Laboratories 0.87% 17,533 $2.3M Reduce -0.3%
MCK McKesson Corp. 0.85% 3,400 $2.3M No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.80% 51,426 $2.1M Add +21.6%
LRCX Lam Research Corp. 0.78% 28,910 $2.1M Reduce -0.3%
NEE Nextera Energy Inc. 0.74% 28,093 $2.0M No change
ITA iShares U.S. Aerospace & Def 0.72% 12,675 $1.9M No change
DE Deere & Co. 0.70% 3,979 $1.9M No change
MU Micron Technology Inc. 0.67% 20,765 $1.8M No change
AWK American Water Works Co. Inc. 0.67% 12,112 $1.8M Add +0.0%
MA Mastercard Inc. Class A 0.64% 3,129 $1.7M No change
FLR Fluor Corp. 0.63% 47,100 $1.7M Reduce -1.1%
PFE Pfizer Inc. 0.61% 64,739 $1.6M Reduce -7.9%
AEP American Electric Power 0.61% 14,898 $1.6M Reduce -0.3%
CVX Chevron Corp. 0.61% 9,712 $1.6M Add +0.0%
GOOGL Alphabet Inc. Class A 0.59% 10,269 $1.6M Reduce -1.8%
ITW Illinois Tool Works 0.57% 6,150 $1.5M Reduce -7.5%
BA The Boeing Co. 0.56% 8,780 $1.5M Add +6.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.55% 2,656 $1.5M No change
NSC Norfolk Southern Corp. 0.49% 5,600 $1.3M No change
HON Honeywell International Inc. 0.45% 5,702 $1.2M No change
ADP Automatic Data Processing 0.44% 3,870 $1.2M No change
CAT Caterpillar Inc. 0.43% 3,525 $1.2M No change
COP Conocophillips 0.43% 10,913 $1.1M No change
DRI Darden Restaurants Inc. 0.41% 5,310 $1.1M No change
MAIN Main Street Capital Corp. 0.41% 19,200 $1.1M No change
EMR Emerson Electric Co. 0.40% 9,800 $1.1M No change
PFF iShares Preferred & Income S 0.40% 34,900 $1.1M No change
HII Huntington Ingalls Industrie 0.36% 4,795 $978K Reduce -4.0%
GIS General Mills Inc. 0.36% 16,108 $963K No change
DOW Dow Inc. 0.35% 27,001 $943K Add +16.6%
META Meta Platforms Inc. Class A 0.35% 1,636 $943K No change
WMT Walmart Inc. 0.35% 10,737 $943K Reduce -4.4%
LLY Eli Lilly & Co. 0.35% 1,134 $937K No change
MAR Marriott International Class A 0.35% 3,900 $929K No change
ZTS Zoetis Inc. 0.35% 5,618 $925K No change
ATO Atmos Energy Corp. 0.33% 5,715 $883K Reduce -0.6%
KMB Kimberly-Clark Corp. 0.32% 6,100 $868K Reduce -1.6%
NKE Nike Inc. Class B 0.31% 13,218 $839K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.30% 6,600 $804K Reduce -27.9%
MCD McDonald's Corp. 0.28% 2,372 $741K Reduce -13.8%
INTU Intuit Inc. 0.27% 1,183 $726K Reduce -7.2%
RTX RTX Corp. 0.27% 5,369 $711K Reduce -4.5%
MPC Marathon Petroleum Corp. 0.26% 4,850 $707K No change
DTE DTE Energy Company 0.26% 5,100 $705K Reduce -1.0%
FDX FedEx Corp. 0.26% 2,875 $701K No change
NOC Northrop Grumman Corp. 0.24% 1,255 $643K No change
CMA Comerica Inc. 0.23% 10,668 $630K No change
XLK SS Technology Select Sector 0.23% 3,024 $624K Reduce -26.5%
ADBE Adobe Inc. 0.23% 1,576 $604K No change
DTM DT Midstream Inc. 0.21% 5,900 $569K No change
MAS Masco Corp. 0.20% 7,625 $530K No change
VTRS Viatris Inc. 0.20% 60,669 $528K Reduce -6.0%
SYK Stryker Corp. 0.19% 1,400 $521K No change
HACK Amplify Cybersecurity ETF 0.19% 7,100 $510K No change
D Dominion Energy Inc. 0.18% 8,593 $482K Reduce -5.0%
CI The Cigna Group 0.18% 1,460 $480K No change
PHO Invesco Water Resources ETF 0.17% 7,200 $465K No change
SCHW Schwab (charles) Corp. 0.17% 5,899 $462K No change
CP Canadian Pacific Kansas City 0.17% 6,489 $456K No change
WTRG Essential Utilities Inc. 0.16% 11,074 $438K No change
MDT Medtronic PLC 0.16% 4,756 $427K No change
GPN Global Payments Inc. 0.16% 4,295 $421K Reduce -9.8%
APD Air Products & Chemicals Inc. 0.15% 1,340 $395K Reduce -24.5%
GDX Vaneck Gold Miners ETF 0.15% 8,500 $391K Add +2.4%
GEHC GE Healthcare Technology 0.15% 4,817 $389K No change
CLX Clorox Company 0.14% 2,600 $383K Reduce -6.5%
IVV iShares Core S&P 500 ETF 0.14% 675 $379K Reduce -21.3%
CRUS Cirrus Logic Inc. 0.14% 3,700 $369K No change

Show all 122 holdings

Portfolio Sells Q4 2024 → Q1 2025
AAPL Apple Inc. Reduce -1.1% 6.62% −0.75
MSFT Microsoft Corp. Reduce -2.0% 6.14% −0.73
AMZN Amazon.com Inc. Reduce -0.7% 3.05% −0.41
ORCL Oracle Corp. Reduce -1.1% 2.21% −0.39
DEO Diageo PLC-Sponsored ADR Sold out 0.00% −0.26
FLR Fluor Corp. Reduce -1.1% 0.63% −0.23
ACN Accenture PLC Class A Reduce -5.3% 1.05% −0.17
GOOGL Alphabet Inc. Class A Reduce -1.8% 0.59% −0.13
XLK SS Technology Select Sector Reduce -26.5% 0.23% −0.12
TJX TJX Companies Inc. Reduce -27.9% 0.30% −0.10
VTRS Viatris Inc. Reduce -6.0% 0.20% −0.10
DHR Danaher Corp. Sold out 0.00% −0.08
DOV Dover Corp. Sold out 0.00% −0.08
PFE Pfizer Inc. Reduce -7.9% 0.61% −0.07
XLY SS Consumer Disc Select Sect Reduce -25.0% 0.13% −0.06
BAC Bank of America Corp. Reduce -1.5% 1.07% −0.05
ITW Illinois Tool Works Reduce -7.5% 0.57% −0.05
IVV iShares Core S&P 500 ETF Reduce -21.3% 0.14% −0.04
APD Air Products & Chemicals Inc. Reduce -24.5% 0.15% −0.04
GPN Global Payments Inc. Reduce -9.8% 0.16% −0.04
CLX Clorox Company Reduce -6.5% 0.14% −0.02
INTU Intuit Inc. Reduce -7.2% 0.27% −0.02
RSG Republic Services Inc. Reduce -33.3% 0.09% −0.02
WMT Walmart Inc. Reduce -4.4% 0.35% −0.02
F Ford Motor Co. Reduce -16.1% 0.10% −0.02
MCD McDonald's Corp. Reduce -13.8% 0.28% −0.01
PEP Pepsico Inc. Reduce -1.1% 1.45% −0.00
D Dominion Energy Inc. Reduce -5.0% 0.18% +0.00
LRCX Lam Research Corp. Reduce -0.3% 0.78% +0.02
HII Huntington Ingalls Industrie Reduce -4.0% 0.36% +0.02
KMB Kimberly-Clark Corp. Reduce -1.6% 0.32% +0.03
RTX RTX Corp. Reduce -4.5% 0.27% +0.03
DTE DTE Energy Company Reduce -1.0% 0.26% +0.04
CL Colgate-Palmolive Co. Reduce -2.1% 1.15% +0.04
ATO Atmos Energy Corp. Reduce -0.6% 0.33% +0.04
AFL Aflac Inc. Reduce -3.6% 0.99% +0.06
CSCO Cisco Systems Inc. Reduce -2.8% 1.58% +0.06
PG The Procter & Gamble Co. Reduce -1.4% 2.80% +0.07
AEP American Electric Power Reduce -0.3% 0.61% +0.10
VZ Verizon Communications Inc. Reduce -1.6% 1.04% +0.13
ABT Abbott Laboratories Reduce -0.3% 0.87% +0.14
JNJ Johnson & Johnson Reduce -1.7% 1.21% +0.16
XOM Exxon Mobil Corp. Reduce -1.2% 1.66% +0.18
T AT&T Inc. Reduce -0.9% 1.39% +0.29
IBM Intl Business Machines Corp. Reduce -1.0% 2.30% +0.29
JPM JPMorgan Chase & Co. Reduce -1.1% 9.64% +0.34
ABBV Abbvie Inc. Reduce -1.4% 3.20% +0.51

Portfolio Buys Q4 2024 → Q1 2025
AMGN Amgen Inc. Add +1.9% 1.52% +0.30
SLB SLB Ltd. Add +21.6% 0.80% +0.21
V Visa Inc. Class A Add +0.0% 1.25% +0.15
AWK American Water Works Co. Inc. Add +0.0% 0.67% +0.12
CVX Chevron Corp. Add +0.0% 0.61% +0.09
GOOG Alphabet Inc. Class C Add +25.4% 1.78% +0.09
INTC Intel Corp. New 0.08% +0.08
MO Altria Group Inc. New 0.08% +0.08
SBUX Starbucks Corp. New 0.08% +0.08
COST Costco Wholesale Corp. Add +0.0% 1.11% +0.06
TSCO Tractor Supply Company Add +0.0% 0.99% +0.06
GDX Vaneck Gold Miners ETF Add +2.4% 0.15% +0.04
BA The Boeing Co. Add +6.0% 0.56% +0.02
DOW Dow Inc. Add +16.6% 0.35% +0.01
O Realty Income Corp. Add +0.2% 0.13% +0.01
MRK Merck & Co. Inc. Add +8.5% 1.47% +0.00
NVDA Nvidia Corp. Add +1.3% 5.77% −1.13

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