SS&H Financial Advisors, Inc.

CIK: 0001911735SEC EDGAR →

Portfolio Value

$329.0M

Holdings

0

As of

Q3 2025

New Positions

0

Closed Positions

123

Top 10 Holdings

RankStockSharesValue% of Portfolio

Quarterly Changes

Top Buys

No buys this quarter

Top Sells

JPMCLOSED
$30.6M
NVDACLOSED
$22.3M
MSFTCLOSED
$21.1M
AAPLCLOSED
$15.0M
PGCLOSED
$10.5M

Closed Positions (123)

$30.6M · 106K shares
$22.3M · 141K shares
$21.1M · 42K shares
$15.0M · 73K shares
$10.5M · 66K shares
$9.1M · 49K shares
$9.1M · 42K shares
$8.3M · 38K shares
$7.4M · 25K shares
$6.3M · 12K shares
$6.0M · 17K shares
$5.8M · 54K shares
$4.7M · 68K shares
$4.5M · 26K shares
$4.3M · 14K shares
$4.2M · 53K shares
$3.9M · 29K shares
$3.9M · 135K shares
$3.9M · 15K shares
$3.6M · 16K shares
$3.4M · 26K shares
$3.3M · 12K shares
$3.3M · 9K shares
$3.3M · 62K shares
$3.2M · 35K shares
$3.2M · 68K shares
$3.1M · 3K shares
$2.8M · 40K shares
$2.7M · 63K shares
$2.7M · 9K shares
$2.6M · 27K shares
$2.6M · 17K shares
$2.6M · 21K shares
$2.5M · 48K shares
$2.5M · 3K shares
$2.5M · 53K shares
$2.4M · 23K shares
$2.4M · 46K shares
$2.0M · 4K shares
$1.9M · 80K shares
$1.9M · 14K shares
$1.9M · 57K shares
$1.8M · 10K shares
$1.8M · 8K shares
$1.7M · 3K shares
$1.7M · 24K shares
$1.6M · 3K shares
$1.5M · 6K shares
$1.4M · 6K shares
$1.4M · 10K shares
$1.4M · 4K shares
$1.3M · 9K shares
$1.2M · 12K shares
$1.2M · 2K shares
$1.2M · 7K shares
$1.1M · 37K shares
$1.1M · 19K shares
$1.1M · 5K shares
$1.1M · 5K shares
$1.1M · 4K shares
$1.0M · 10K shares
$979K · 11K shares
$962K · 1K shares
$881K · 6K shares
$840K · 4K shares
$838K · 7K shares
$824K · 1K shares
$815K · 7K shares
$806K · 5K shares
$762K · 2K shares
$757K · 5K shares
$757K · 15K shares
$726K · 10K shares
$654K · 3K shares
$648K · 6K shares
$642K · 4K shares
$627K · 1K shares
$623K · 24K shares
$609K · 5K shares
$606K · 2K shares
$581K · 2K shares
$554K · 1K shares
$539K · 60K shares
$538K · 6K shares
$527K · 6K shares
$514K · 6K shares
$513K · 9K shares
$503K · 7K shares
$489K · 2K shares
$480K · 8K shares
$477K · 1K shares
$476K · 5K shares
$451K · 1K shares
$443K · 9K shares
$415K · 9K shares
$411K · 11K shares
$395K · 4K shares
$394K · 6K shares
$391K · 36K shares
$386K · 4K shares
$365K · 995 shares
$341K · 5K shares
$332K · 6K shares
$330K · 10K shares
$328K · 4K shares
$312K · 3K shares
$305K · 492 shares
$301K · 225 shares
$283K · 400 shares
$276K · 2K shares
$268K · 2K shares
$256K · 907 shares
$254K · 1K shares
$245K · 3K shares
$241K · 2K shares
$237K · 488 shares
$226K · 820 shares
$223K · 576 shares
$209K · 7K shares
$208K · 4K shares
$205K · 9K shares
$202K · 3K shares
$202K · 1K shares