SS&H Financial Advisors, Inc.

Name: SS&H Financial Advisors, Inc. 13F holdings, Q2 2025
Creator: SS&H Financial Advisors, Inc.
Published: 2025-08-05

Q2 2026Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 5, 2025), SS&H Financial Advisors, Inc. reported 123 stock positions worth $299.3 million. Its top holding was JPMorgan Chase (JPM) at 10.2% of the portfolio, followed by Nvidia (NVDA, 7.4%) and Microsoft (MSFT, 7.1%). Compared with Q1 2025, it opened 6 new positions, sold out of 5, added to 22 and reduced 53. The biggest buy was a new position in Sherwin-Williams (SHW) and the biggest sale Apple (AAPL, shares −8%).

Most Recent 13F: Q2 2026
Location: TROY, MI
CIK: 0001911735
Portfolio Value: $299.3M (Q2 2025)
SEC Filing: 0001911735-25-000003 ↗ filed Aug 5, 2025

Holdings Value

Holdings 123 stocks · $299.3M


JPM JPMorgan Chase & Co.	10.22%	105,540	$30.6M	Add +0.1%
NVDA Nvidia Corp.	7.45%	141,056	$22.3M	Reduce -1.2%
MSFT Microsoft Corp.	7.05%	42,428	$21.1M	Reduce -3.3%
AAPL Apple Inc.	5.01%	73,116	$15.0M	Reduce -8.4%
PG The Procter & Gamble Co.	3.52%	66,161	$10.5M	Add +50.1%
ABBV Abbvie Inc.	3.05%	49,216	$9.1M	Add +20.4%
ORCL Oracle Corp.	3.05%	41,740	$9.1M	Reduce -1.6%
AMZN Amazon.com Inc.	2.78%	37,912	$8.3M	Reduce -11.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	2.48%	25,215	$7.4M	Add +1.6%
SPGI S&P Global Inc.	2.09%	11,887	$6.3M	No change
SHW The Sherwin-Williams Co.	2.00%	17,421	$6.0M	New
XOM Exxon Mobil Corp.	1.93%	53,656	$5.8M	Add +43.5%
CSCO Cisco Systems Inc.	1.57%	67,631	$4.7M	Reduce -1.3%
GOOG Alphabet Inc. Class C	1.52%	25,585	$4.5M	Reduce -16.2%
GLD SPDR Gold Shares	1.43%	14,049	$4.3M	Add +29.5%
MRK Merck & Co. Inc.	1.40%	52,943	$4.2M	Add +20.9%
ABT Abbott Laboratories	1.31%	28,933	$3.9M	Add +65.0%
T AT&T Inc.	1.30%	134,506	$3.9M	Add +2.2%
GE General Electric filed as GE AEROSPACE	1.29%	14,959	$3.9M	No change
UNP Union Pacific Corp.	1.21%	15,738	$3.6M	Reduce -11.3%
PEP Pepsico Inc.	1.13%	25,691	$3.4M	Reduce -1.1%
AMGN Amgen Inc.	1.11%	11,928	$3.3M	Reduce -8.8%
V Visa Inc. Class A	1.10%	9,246	$3.3M	Reduce -3.1%
GLW Corning Inc.	1.09%	62,317	$3.3M	Add +1.0%
CL Colgate-Palmolive Co.	1.07%	35,213	$3.2M	Add +7.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP	1.07%	67,508	$3.2M	Reduce -1.5%
COST Costco Wholesale Corp.	1.04%	3,155	$3.1M	No change
KO The Coca-Cola Co.	0.94%	39,556	$2.8M	No change
VZ Verizon Communications Inc.	0.91%	63,025	$2.7M	Add +2.6%
ACN Accenture PLC Class A	0.89%	8,948	$2.7M	Reduce -0.8%
LRCX Lam Research Corp.	0.88%	27,160	$2.6M	Reduce -6.0%
JNJ Johnson & Johnson	0.87%	17,046	$2.6M	Reduce -12.5%
MU Micron Technology Inc.	0.85%	20,765	$2.6M	No change
TSCO Tractor Supply Company	0.85%	48,186	$2.5M	No change
MCK McKesson Corp.	0.83%	3,400	$2.5M	No change
BMY Bristol-Myers Squibb Co.	0.82%	53,000	$2.5M	Reduce -1.7%
AFL Aflac Inc.	0.81%	23,056	$2.4M	Reduce -3.1%
FLR Fluor Corp.	0.79%	46,100	$2.4M	Reduce -2.1%
DE Deere & Co.	0.68%	3,979	$2.0M	No change
PFE Pfizer Inc.	0.65%	80,407	$1.9M	Add +24.2%
EMR Emerson Electric Co.	0.64%	14,400	$1.9M	Add +46.9%
SLB SLB Ltd. filed as SCHLUMBERGER LTD	0.64%	56,686	$1.9M	Add +10.2%
ITA iShares U.S. Aerospace & Def	0.61%	9,675	$1.8M	Reduce -23.7%
BA The Boeing Co.	0.59%	8,480	$1.8M	Reduce -3.4%
MA Mastercard Inc. Class A	0.58%	3,104	$1.7M	Reduce -0.8%
NEE Nextera Energy Inc.	0.56%	24,093	$1.7M	Reduce -14.2%
SPY SS SPDR S&P 500 ETF Trust-US	0.55%	2,656	$1.6M	No change
ITW Illinois Tool Works	0.51%	6,150	$1.5M	No change
NSC Norfolk Southern Corp.	0.48%	5,600	$1.4M	No change
AWK American Water Works Co. Inc.	0.47%	10,112	$1.4M	Reduce -16.5%
CAT Caterpillar Inc.	0.46%	3,525	$1.4M	No change
CVX Chevron Corp.	0.45%	9,312	$1.3M	Reduce -4.1%
AEP American Electric Power	0.41%	11,898	$1.2M	Reduce -20.1%
META Meta Platforms Inc. Class A	0.40%	1,636	$1.2M	No change
GOOGL Alphabet Inc. Class A	0.38%	6,536	$1.2M	Reduce -36.4%
PFF iShares Preferred & Income S	0.38%	37,325	$1.1M	Add +7.0%
MAIN Main Street Capital Corp.	0.38%	19,200	$1.1M	No change
HII Huntington Ingalls Industrie	0.37%	4,595	$1.1M	Reduce -4.2%
HON Honeywell International Inc.	0.37%	4,702	$1.1M	Reduce -17.5%
MAR Marriott International Class A	0.36%	3,900	$1.1M	No change
WMT Walmart Inc.	0.33%	10,239	$1.0M	Reduce -4.6%
COP Conocophillips	0.33%	10,913	$979K	No change
LLY Eli Lilly & Co.	0.32%	1,234	$962K	Add +8.8%
ATO Atmos Energy Corp.	0.29%	5,715	$881K	No change
DRI Darden Restaurants Inc.	0.28%	3,855	$840K	Reduce -27.4%
KMB Kimberly-Clark Corp.	0.28%	6,500	$838K	Add +6.6%
INTU Intuit Inc.	0.28%	1,046	$824K	Reduce -11.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.27%	6,600	$815K	No change
MPC Marathon Petroleum Corp.	0.27%	4,850	$806K	No change
ADP Automatic Data Processing	0.25%	2,470	$762K	Reduce -36.2%
RTX CORPORATION	0.25%	5,184	$757K	New
GIS General Mills Inc.	0.25%	14,608	$757K	Reduce -9.3%
NKE Nike Inc. Class B	0.24%	10,218	$726K	Reduce -22.7%
FDX FedEx Corp.	0.22%	2,875	$654K	No change
DTM DT Midstream Inc.	0.22%	5,900	$648K	No change
ZTS Zoetis Inc.	0.21%	4,118	$642K	Reduce -26.7%
NOC Northrop Grumman Corp.	0.21%	1,255	$627K	No change
DOW Dow Inc.	0.21%	23,512	$623K	Reduce -12.9%
DTE DTE Energy Company	0.20%	4,600	$609K	Reduce -9.8%
CI The Cigna Group	0.20%	1,832	$606K	Add +25.5%
MCD McDonald's Corp.	0.19%	1,990	$581K	Reduce -16.1%
SYK Stryker Corp.	0.18%	1,400	$554K	No change
VTRS Viatris Inc.	0.18%	60,393	$539K	Reduce -0.5%
SCHW Schwab (charles) Corp.	0.18%	5,899	$538K	No change
HACK Amplify Cybersecurity ETF	0.18%	6,100	$527K	Reduce -14.1%
CP Canadian Pacific Kansas City	0.17%	6,489	$514K	No change
CMA Comerica Inc.	0.17%	8,595	$513K	Reduce -19.4%
PHO Invesco Water Resources ETF	0.17%	7,200	$503K	No change
XLK SS Technology Select Sector	0.16%	1,932	$489K	Reduce -36.1%
D Dominion Energy Inc.	0.16%	8,493	$480K	Reduce -1.2%
ETN Eaton Corp. PLC	0.16%	1,337	$477K	No change
MDT Medtronic PLC	0.16%	5,456	$476K	Add +14.7%
TSLA Tesla Inc.	0.15%	1,420	$451K	No change
GDX Vaneck Gold Miners ETF	0.15%	8,500	$443K	No change
USB US Bancorp	0.14%	9,161	$415K	Add +11.9%
WTRG Essential Utilities Inc.	0.14%	11,074	$411K	No change
APH Amphenol Corp. Class A	0.13%	4,000	$395K	No change
MAS Masco Corp.	0.13%	6,125	$394K	Reduce -19.7%
F Ford Motor Co. filed as FORD MTR CO	0.13%	36,067	$391K	Add +28.6%
CRUS Cirrus Logic Inc.	0.13%	3,700	$386K	No change

Show all 123 holdings

Portfolio Sells Q1 2025 → Q2 2025


AAPL Apple Inc.	Reduce -8.4%	5.01%	−1.61
AMGN Amgen Inc.	Reduce -8.8%	1.11%	−0.41
BMY Bristol-Myers Squibb Co.	Reduce -1.7%	0.82%	−0.41
UNP Union Pacific Corp.	Reduce -11.3%	1.21%	−0.35
JNJ Johnson & Johnson	Reduce -12.5%	0.87%	−0.34
PEP Pepsico Inc.	Reduce -1.1%	1.13%	−0.32
AMZN Amazon.com Inc.	Reduce -11.9%	2.78%	−0.28
RTX RTX Corp.	Sold out	0.00%	−0.27
GOOG Alphabet Inc. Class C	Reduce -16.2%	1.52%	−0.26
GOOGL Alphabet Inc. Class A	Reduce -36.4%	0.38%	−0.21
AWK American Water Works Co. Inc.	Reduce -16.5%	0.47%	−0.20
AEP American Electric Power	Reduce -20.1%	0.41%	−0.19
ADP Automatic Data Processing	Reduce -36.2%	0.25%	−0.19
NEE Nextera Energy Inc.	Reduce -14.2%	0.56%	−0.18
AFL Aflac Inc.	Reduce -3.1%	0.81%	−0.18
CVX Chevron Corp.	Reduce -4.1%	0.45%	−0.16
ACN Accenture PLC Class A	Reduce -0.8%	0.89%	−0.16
ADBE Adobe Inc.	Reduce -63.5%	0.07%	−0.15
V Visa Inc. Class A	Reduce -3.1%	1.10%	−0.15
DOW Dow Inc.	Reduce -12.9%	0.21%	−0.14
DRI Darden Restaurants Inc.	Reduce -27.4%	0.28%	−0.13
ZTS Zoetis Inc.	Reduce -26.7%	0.21%	−0.13
ITA iShares U.S. Aerospace & Def	Reduce -23.7%	0.61%	−0.11
GIS General Mills Inc.	Reduce -9.3%	0.25%	−0.11
BDX Becton Dickinson and Co.	Sold out	0.00%	−0.10
RSG Republic Services Inc.	Sold out	0.00%	−0.09
HON Honeywell International Inc.	Reduce -17.5%	0.37%	−0.08
CDW CDW Corp.	Sold out	0.00%	−0.08
MCD McDonald's Corp.	Reduce -16.1%	0.19%	−0.08
SBUX Starbucks Corp.	Sold out	0.00%	−0.08
NKE Nike Inc. Class B	Reduce -22.7%	0.24%	−0.07
XLK SS Technology Select Sector	Reduce -36.1%	0.16%	−0.07
MAS Masco Corp.	Reduce -19.7%	0.13%	−0.07
CMA Comerica Inc.	Reduce -19.4%	0.17%	−0.06
APD Air Products & Chemicals Inc.	Reduce -32.3%	0.09%	−0.06
DTE DTE Energy Company	Reduce -9.8%	0.20%	−0.06
MA Mastercard Inc. Class A	Reduce -0.8%	0.58%	−0.06
GPN Global Payments Inc.	Reduce -4.7%	0.11%	−0.05
XLY SS Consumer Disc Select Sect	Reduce -33.3%	0.08%	−0.04
IVV iShares Core S&P 500 ETF	Reduce -27.1%	0.10%	−0.04
GEHC GE Healthcare Technology	Reduce -4.3%	0.11%	−0.03
D Dominion Energy Inc.	Reduce -1.2%	0.16%	−0.02
EL Estee Lauder Companies Class A	Reduce -24.8%	0.08%	−0.02
WMT Walmart Inc.	Reduce -4.6%	0.33%	−0.02
VTRS Viatris Inc.	Reduce -0.5%	0.18%	−0.02
O Realty Income Corp.	Reduce -2.0%	0.11%	−0.02
HACK Amplify Cybersecurity ETF	Reduce -14.1%	0.18%	−0.01
INTC Intel Corp.	Reduce -5.2%	0.07%	−0.01
CSCO Cisco Systems Inc.	Reduce -1.3%	1.57%	−0.01
BAC Bank of America Corp.	Reduce -1.5%	1.07%	+0.00

Portfolio Buys Q1 2025 → Q2 2025


SHW The Sherwin-Williams Co.	New	2.00%	+2.00
PG The Procter & Gamble Co.	Add +50.1%	3.52%	+0.72
JPM JPMorgan Chase & Co.	Add +0.1%	10.22%	+0.58
ABT Abbott Laboratories	Add +65.0%	1.31%	+0.45
XOM Exxon Mobil Corp.	Add +43.5%	1.93%	+0.27
GLD SPDR Gold Shares	Add +29.5%	1.43%	+0.26
RTX CORPORATION	New	0.25%	+0.25
EMR Emerson Electric Co.	Add +46.9%	0.64%	+0.24
IBM Intl Business Machines Corp.	Add +1.6%	2.48%	+0.18
GLTR Abrdn Precious Metals Basket	New	0.09%	+0.09
AVGO Broadcom Inc.	New	0.08%	+0.08
BP BP PLC-Spons ADR	New	0.07%	+0.07
DOV Dover Corp.	New	0.07%	+0.07
GLW Corning Inc.	Add +1.0%	1.09%	+0.04
PFE Pfizer Inc.	Add +24.2%	0.65%	+0.04
F Ford Motor Co.	Add +28.6%	0.13%	+0.03
CI The Cigna Group	Add +25.5%	0.20%	+0.02
USB US Bancorp	Add +11.9%	0.14%	+0.01
MDT Medtronic PLC	Add +14.7%	0.16%	−0.00
PFF iShares Preferred & Income S	Add +7.0%	0.38%	−0.02
LLY Eli Lilly & Co.	Add +8.8%	0.32%	−0.03
KMB Kimberly-Clark Corp.	Add +6.6%	0.28%	−0.04
MRK Merck & Co. Inc.	Add +20.9%	1.40%	−0.07
CL Colgate-Palmolive Co.	Add +7.2%	1.07%	−0.08
T AT&T Inc.	Add +2.2%	1.30%	−0.09
VZ Verizon Communications Inc.	Add +2.6%	0.91%	−0.13
ABBV Abbvie Inc.	Add +20.4%	3.05%	−0.14
SLB SLB Ltd.	Add +10.2%	0.64%	−0.16

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	130	$390.9M	JPM, NVDA, MU, AAPL, MSFT
Q4 2025	125	$342.7M	JPM, NVDA, MSFT, AAPL, ABBV
Q3 2025	125	$329.0M	JPM, NVDA, MSFT, AAPL, ORCL
Q2 2025	123	$299.3M	JPM, NVDA, MSFT, AAPL, PG
Q1 2025	122	$268.1M	JPM, AAPL, MSFT, NVDA, ABBV
Q4 2024	122	$274.5M	JPM, AAPL, NVDA, MSFT, AMZN
Q3 2024	126	$274.5M	JPM, MSFT, AAPL, NVDA, ABBV
Q2 2024	119	$256.1M	JPM, MSFT, NVDA, AAPL, AMZN
Q1 2024	115	$240.1M	JPM, MSFT, AAPL, NVDA, ABBV