SS&H Financial Advisors

SS&H Financial Advisors as of March 31, 2024

Portfolio Holdings for SS&H Financial Advisors

SS&H Financial Advisors holds 115 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JPMorgan Chase & Co. (JPM) 8.8 $21M 106k 200.29
Microsoft Corporation (MSFT) 6.9 $17M 40k 420.71
Apple (AAPL) 5.6 $14M 79k 171.48
NVIDIA Corporation (NVDA) 5.4 $13M 14k 903.52
Abbvie (ABBV) 3.1 $7.5M 41k 182.09
Amazon (AMZN) 3.1 $7.4M 41k 180.38
Procter & Gamble Company (PG) 3.1 $7.3M 45k 162.25
Oracle Corporation (ORCL) 2.2 $5.4M 43k 125.59
Merck & Co (MRK) 2.2 $5.3M 40k 131.93
S&p Global (SPGI) 2.1 $5.1M 12k 425.42
International Business Machines (IBM) 2.0 $4.8M 25k 190.95
Pepsi (PEP) 2.0 $4.7M 27k 174.98
Exxon Mobil Corporation (XOM) 1.8 $4.4M 38k 116.23
Union Pacific Corporation (UNP) 1.8 $4.4M 18k 245.91
Cisco Systems (CSCO) 1.4 $3.4M 69k 49.90
Alphabet Cap Stk Cl C (GOOG) 1.4 $3.4M 22k 152.22
Accenture Plc Ireland Shs Class A (ACN) 1.4 $3.4M 9.7k 346.53
Johnson & Johnson (JNJ) 1.3 $3.2M 20k 158.16
Colgate-Palmolive Company (CL) 1.3 $3.0M 34k 90.03
Amgen (AMGN) 1.2 $3.0M 11k 284.26
Lam Research Corporation (LRCX) 1.2 $2.9M 3.0k 971.49
Verizon Communications (VZ) 1.1 $2.8M 66k 41.95
Coca-Cola Company (KO) 1.1 $2.7M 44k 61.16
Bank of America Corporation (BAC) 1.1 $2.6M 70k 37.92
General Electric Com New (GE) 1.1 $2.6M 15k 175.48
Bristol Myers Squibb (BMY) 1.1 $2.6M 48k 54.21
Visa Com Cl A (V) 1.1 $2.6M 9.2k 279.07
At&t (T) 1.0 $2.5M 140k 17.60
Tractor Supply Company (TSCO) 1.0 $2.5M 9.4k 261.65
Micron Technology (MU) 1.0 $2.4M 21k 117.88
Pfizer (PFE) 0.9 $2.2M 79k 27.74
AFLAC Incorporated (AFL) 0.9 $2.2M 25k 85.85
Spdr Gold Tr Gold Shs (GLD) 0.9 $2.1M 10k 205.69
Fluor Corporation (FLR) 0.9 $2.0M 49k 42.27
Corning Incorporated (GLW) 0.8 $2.0M 61k 32.96
Costco Wholesale Corporation (COST) 0.8 $2.0M 2.8k 732.32
Abbott Laboratories (ABT) 0.8 $1.8M 16k 113.63
McKesson Corporation (MCK) 0.8 $1.8M 3.4k 536.76
Nextera Energy (NEE) 0.7 $1.8M 28k 63.91
Illinois Tool Works (ITW) 0.7 $1.8M 6.7k 268.27
Nike CL B (NKE) 0.7 $1.8M 19k 93.93
Ishares Tr Etf (ITA) 0.7 $1.7M 13k 131.91
Deere & Company (DE) 0.7 $1.6M 3.9k 410.54
Norfolk Southern (NSC) 0.6 $1.5M 5.7k 254.74
American Water Works (AWK) 0.6 $1.4M 12k 122.14
Chevron Corporation (CVX) 0.6 $1.4M 9.0k 157.68
Boeing Company (BA) 0.6 $1.4M 7.2k 192.91
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.4M 2.6k 522.73
Alphabet Cap Stk Cl A (GOOGL) 0.6 $1.4M 9.0k 150.88
Caterpillar (CAT) 0.5 $1.3M 3.5k 366.24
Huntington Ingalls Inds (HII) 0.5 $1.3M 4.3k 291.24
American Electric Power Company (AEP) 0.5 $1.2M 15k 86.05
Honeywell International (HON) 0.5 $1.1M 5.6k 205.23
General Mills (GIS) 0.5 $1.1M 16k 69.97
Emerson Electric (EMR) 0.5 $1.1M 9.8k 113.37
Ishares Tr Etf (PFF) 0.5 $1.1M 34k 32.21
Dow (DOW) 0.4 $1.1M 18k 57.93
Marriott Intl Cl A (MAR) 0.4 $984k 3.9k 252.31
Select Sector Spdr Tr Technology (XLK) 0.4 $909k 4.4k 208.20
Main Street Capital Corporation (MAIN) 0.4 $908k 19k 47.29
Zoetis Cl A (ZTS) 0.4 $896k 5.3k 169.06
Darden Restaurants (DRI) 0.4 $887k 5.3k 167.04
Marathon Petroleum Corp (MPC) 0.4 $876k 4.4k 201.38
Marathon Oil Corporation (MRO) 0.4 $868k 31k 28.31
Mastercard Incorporated Cl A (MA) 0.4 $862k 1.8k 481.56
Kimberly-Clark Corporation (KMB) 0.4 $861k 6.7k 129.28
Diageo Spon Adr New (DEO) 0.4 $847k 5.7k 148.60
Intuit (INTU) 0.3 $828k 1.3k 649.41
FedEx Corporation (FDX) 0.3 $796k 2.8k 289.45
Intel Corporation (INTC) 0.3 $746k 17k 44.13
McDonald's Corporation (MCD) 0.3 $719k 2.6k 281.63
DTE Energy Company (DTE) 0.3 $717k 6.4k 112.03
Automatic Data Processing (ADP) 0.3 $699k 2.8k 249.64
Atmos Energy Corporation (ATO) 0.3 $695k 5.9k 118.80
Adobe Systems Incorporated (ADBE) 0.3 $694k 1.4k 504.36
TJX Companies (TJX) 0.3 $689k 6.8k 101.32
Eli Lilly & Co. (LLY) 0.3 $651k 837.00 777.78
Lauder Estee Cos Cl A (EL) 0.3 $621k 4.0k 154.09
Masco Corporation (MAS) 0.3 $601k 7.6k 78.82
Northrop Grumman Corporation (NOC) 0.2 $600k 1.3k 478.09
Comerica Incorporated (CMA) 0.2 $596k 11k 54.98
Global Payments (GPN) 0.2 $594k 4.4k 133.63
Canadian Pacific Kansas City (CP) 0.2 $572k 6.5k 88.15
Dominion Resources (D) 0.2 $543k 11k 49.17
Cigna Corp (CI) 0.2 $530k 1.5k 363.01
Stryker Corporation (SYK) 0.2 $501k 1.4k 357.86
Invesco Exchange Traded Fd T Etf (PHO) 0.2 $479k 7.2k 66.53
Schlumberger Com Stk (SLB) 0.2 $468k 8.5k 54.79
3M Company (MMM) 0.2 $463k 4.4k 105.95
Us Bancorp Del Com New (USB) 0.2 $457k 10k 44.62
Amplify Etf Tr Etf (HACK) 0.2 $455k 7.1k 64.08
Ge Healthcare Technologies I Common Stock (GEHC) 0.2 $445k 4.9k 90.82
Air Products & Chemicals (APD) 0.2 $429k 1.8k 241.83
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $429k 2.3k 183.88
Clorox Company (CLX) 0.2 $425k 2.8k 152.88
Medtronic SHS (MDT) 0.2 $414k 4.8k 87.05
Essential Utils (WTRG) 0.2 $410k 11k 37.02
Ford Motor Company (F) 0.2 $391k 30k 13.28
Ishares Tr Etf (IVV) 0.2 $384k 732.00 524.59
Dt Midstream Common Stock (DTM) 0.2 $378k 6.2k 60.97
Raytheon Technologies Corp (RTX) 0.2 $375k 3.8k 97.43
Tesla Motors (TSLA) 0.1 $355k 2.0k 175.74
ConocoPhillips (COP) 0.1 $353k 2.8k 127.16
Cirrus Logic (CRUS) 0.1 $342k 3.7k 92.43
Smucker J M Com New (SJM) 0.1 $308k 2.5k 125.71
Home Depot (HD) 0.1 $288k 753.00 382.47
Becton, Dickinson and (BDX) 0.1 $287k 1.2k 246.99
Republic Services (RSG) 0.1 $287k 1.5k 191.33
Realty Income (O) 0.1 $273k 5.1k 54.06
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $262k 8.3k 31.57
Wal-Mart Stores (WMT) 0.1 $259k 4.3k 60.12
Ishares Silver Tr Etf (SLV) 0.1 $229k 10k 22.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $205k 488.00 420.08
Mccormick & Co Com Non Vtg (MKC) 0.1 $205k 2.7k 76.78
Viatris (VTRS) 0.0 $102k 86k 1.19