SS&H Financial Advisors, Inc.

CIK: 0001911735SEC EDGAR →

Portfolio Value

$329.0B

Holdings

0

As of

Q3 2025

New Positions

0

Closed Positions

123

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio

Quarterly Changes

Top Buys

No buys this quarter

Top Sells

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

Closed Positions (123)

$30.6B · 106K shares
$22.3B · 141K shares
$21.1B · 42K shares
$15.0B · 73K shares
$10.5B · 66K shares
$9.1B · 49K shares
$9.1B · 42K shares
$8.3B · 38K shares
$7.4B · 25K shares
$6.3B · 12K shares
$6.0B · 17K shares
$5.8B · 54K shares
$4.7B · 68K shares
$4.5B · 26K shares
$4.3B · 14K shares
$4.2B · 53K shares
$3.9B · 29K shares
$3.9B · 135K shares
$3.9B · 15K shares
$3.6B · 16K shares
$3.4B · 26K shares
$3.3B · 12K shares
$3.3B · 9K shares
$3.3B · 62K shares
$3.2B · 35K shares
$3.2B · 68K shares
$3.1B · 3K shares
$2.8B · 40K shares
$2.7B · 63K shares
$2.7B · 9K shares
$2.6B · 27K shares
$2.6B · 17K shares
$2.6B · 21K shares
$2.5B · 48K shares
$2.5B · 3K shares
$2.5B · 53K shares
$2.4B · 23K shares
$2.4B · 46K shares
$2.0B · 4K shares
$1.9B · 80K shares
$1.9B · 14K shares
$1.9B · 57K shares
$1.8B · 10K shares
$1.8B · 8K shares
$1.7B · 3K shares
$1.7B · 24K shares
$1.6B · 3K shares
$1.5B · 6K shares
$1.4B · 6K shares
$1.4B · 10K shares
$1.4B · 4K shares
$1.3B · 9K shares
$1.2B · 12K shares
$1.2B · 2K shares
$1.2B · 7K shares
$1.1B · 37K shares
$1.1B · 19K shares
$1.1B · 5K shares
$1.1B · 5K shares
$1.1B · 4K shares
$1.0B · 10K shares
$979.3M · 11K shares
$961.9M · 1K shares
$880.7M · 6K shares
$840.3M · 4K shares
$838.0M · 7K shares
$823.9M · 1K shares
$815.0M · 7K shares
$805.6M · 5K shares
$761.7M · 2K shares
$757.0M · 5K shares
$756.8M · 15K shares
$725.9M · 10K shares
$653.5M · 3K shares
$648.5M · 6K shares
$642.2M · 4K shares
$627.5M · 1K shares
$622.6M · 24K shares
$609.3M · 5K shares
$605.6M · 2K shares
$581.4M · 2K shares
$553.9M · 1K shares
$539.3M · 60K shares
$538.2M · 6K shares
$526.9M · 6K shares
$514.4M · 6K shares
$512.7M · 9K shares
$503.4M · 7K shares
$489.2M · 2K shares
$480.0M · 8K shares
$477.3M · 1K shares
$475.6M · 5K shares
$451.1M · 1K shares
$442.5M · 9K shares
$414.5M · 9K shares
$411.3M · 11K shares
$395.0M · 4K shares
$394.2M · 6K shares
$391.3M · 36K shares
$385.7M · 4K shares
$364.8M · 995 shares
$341.4M · 5K shares
$331.8M · 6K shares
$330.3M · 10K shares
$327.8M · 4K shares
$312.2M · 3K shares
$305.5M · 492 shares
$301.3M · 225 shares
$283.1M · 400 shares
$276.3M · 2K shares
$267.6M · 2K shares
$255.8M · 907 shares
$253.6M · 1K shares
$244.8M · 3K shares
$240.6M · 2K shares
$237.1M · 488 shares
$226.0M · 820 shares
$222.8M · 576 shares
$208.9M · 7K shares
$208.1M · 4K shares
$205.1M · 9K shares
$202.4M · 3K shares
$201.6M · 1K shares