SS&H Financial Advisors, Inc. current holdings: USA Stocks
SS&H Financial Advisors, Inc. reported $0.00 billion in share positions in stocks (listed in the US), 119 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are JPM, NVDA, MU.
- JPM: Country of operation United States; Class COM; Shares 104,790; Value $34,301.
- NVDA: Country of operation United States; Class COM; Shares 133,706; Value $26,753.
- MU: Country of operation United States; Class COM; Shares 19,965; Value $23,045.
- AAPL: Country of operation United States; Class COM; Shares 71,901; Value $20,805.
Form 13F-HR as filed (SEC CIK 1911735): quarter ended 2026-06-30, filed 2026-08-04. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
JPM
JPMORGAN CHASE & CO | United States | COM | 104,790 | $34,301 | 8.98% | 2026-06-30 | 2026-08-04 | +2.34% |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 133,706 | $26,753 | 7.01% | 2026-06-30 | 2026-08-04 | +13.55% |
|---|
MU
MICRON TECHNOLOGY INC | United States | COM | 19,965 | $23,045 | 6.04% | 2026-06-30 | 2026-08-04 | -7.73% |
|---|
AAPL
APPLE INC | United States | COM | 71,901 | $20,805 | 5.45% | 2026-06-30 | 2026-08-04 | |
|---|
MSFT
MICROSOFT CORP | United States | COM | 44,698 | $16,673 | 4.37% | 2026-06-30 | 2026-08-04 | +36.44% |
|---|
GLW
CORNING INC | United States | COM | 60,217 | $15,381 | 4.03% | 2026-06-30 | 2026-08-04 | -37.87% |
|---|
ABBV
ABBVIE INC | United States | COM | 47,916 | $12,058 | 3.16% | 2026-06-30 | 2026-08-04 | +4.63% |
|---|
AMZN
AMAZON COM INC | United States | COM | 47,805 | $11,394 | 2.98% | 2026-06-30 | 2026-08-04 | +3.50% |
|---|
LRCX
LAM RESEARCH CORP | United States | COM NEW | 23,310 | $10,101 | 2.65% | 2026-06-30 | 2026-08-04 | -25.26% |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 27,620 | $9,759 | 2.56% | 2026-06-30 | 2026-08-04 | -4.53% |
|---|
PG
PROCTER & GAMBLE CO | United States | COM | 63,410 | $9,298 | 2.44% | 2026-06-30 | 2026-08-04 | +1.15% |
|---|
MRK
MERCK & CO INC | United States | COM | 67,643 | $8,692 | 2.28% | 2026-06-30 | 2026-08-04 | +16.17% |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 29,465 | $8,286 | 2.17% | 2026-06-30 | 2026-08-04 | -21.77% |
|---|
ORCL
ORACLE CORP | United States | COM | 52,590 | $7,707 | 2.02% | 2026-06-30 | 2026-08-04 | -5.98% |
|---|
CSCO
CISCO SYS INC | United States | COM | 65,016 | $7,637 | 2.00% | 2026-06-30 | 2026-08-04 | -8.96% |
|---|
AMGN
AMGEN INC | United States | COM | 19,003 | $6,881 | 1.80% | 2026-06-30 | 2026-08-04 | +16.99% |
|---|
GE
GE AEROSPACE | United States | COM NEW | 14,959 | $5,591 | 1.46% | 2026-06-30 | 2026-08-04 | -14.94% |
|---|
SHW
SHERWIN WILLIAMS CO | United States | COM | 15,030 | $5,175 | 1.36% | 2026-06-30 | 2026-08-04 | -4.03% |
|---|
SPGI
S&P GLOBAL INC | United States | COM | 11,887 | $4,841 | 1.27% | 2026-06-30 | 2026-08-04 | +1.86% |
|---|
GLD
SPDR GOLD TR | United States | GOLD SHS | 13,049 | $4,807 | 1.26% | 2026-06-30 | 2026-08-04 | +3.94% |
|---|
CAT
CATERPILLAR INC | United States | COM | 4,475 | $4,765 | 1.25% | 2026-06-30 | 2026-08-04 | -22.37% |
|---|
AMD
ADVANCED MICRO DEVICES INC | United States | COM | 7,550 | $4,386 | 1.15% | 2026-06-30 | 2026-08-04 | +4.59% |
|---|
UNP
UNION PAC CORP | United States | COM | 15,738 | $4,281 | 1.12% | 2026-06-30 | 2026-08-04 | +0.79% |
|---|
BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 72,300 | $4,166 | 1.09% | 2026-06-30 | 2026-08-04 | +9.09% |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 16,211 | $4,117 | 1.08% | 2026-06-30 | 2026-08-04 | +5.35% |
|---|
BAC
BANK OF AMER CORP | United States | COM | 70,483 | $4,016 | 1.05% | 2026-06-30 | 2026-08-04 | -3.55% |
|---|
PFE
PFIZER INC | United States | COM | 153,923 | $3,706 | 0.97% | 2026-06-30 | 2026-08-04 | +19.27% |
|---|
TSCO
TRACTOR SUPPLY CO | United States | COM | 113,686 | $3,594 | 0.94% | 2026-06-30 | 2026-08-04 | -0.32% |
|---|
PEP
PEPSICO INC | United States | COM | 24,544 | $3,323 | 0.87% | 2026-06-30 | 2026-08-04 | -4.96% |
|---|
CL
COLGATE PALMOLIVE CO | United States | COM | 35,213 | $3,228 | 0.85% | 2026-06-30 | 2026-08-04 | -5.69% |
|---|
KO
COCA COLA CO | United States | COM | 39,556 | $3,215 | 0.84% | 2026-06-30 | 2026-08-04 | +6.85% |
|---|
V
VISA INC | United States | COM CL A | 9,146 | $3,138 | 0.82% | 2026-06-30 | 2026-08-04 | +6.64% |
|---|
COST
COSTCO WHOLESALE CORPORATION | United States | COM | 3,155 | $2,951 | 0.77% | 2026-06-30 | 2026-08-04 | -1.16% |
|---|
AFL
AFLAC INC | United States | COM | 22,016 | $2,581 | 0.68% | 2026-06-30 | 2026-08-04 | -3.06% |
|---|
MCK
MCKESSON CORP | United States | COM | 3,400 | $2,569 | 0.67% | 2026-06-30 | 2026-08-04 | +14.45% |
|---|
T
AT&T INC | United States | COM | 123,117 | $2,549 | 0.67% | 2026-06-30 | 2026-08-04 | +18.26% |
|---|
DE
DEERE & CO | United States | COM | 3,979 | $2,524 | 0.66% | 2026-06-30 | 2026-08-04 | +7.28% |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 59,173 | $2,505 | 0.66% | 2026-06-30 | 2026-08-04 | +8.60% |
|---|
LLY
ELI LILLY & CO | United States | COM | 2,034 | $2,440 | 0.64% | 2026-06-30 | 2026-08-04 | -1.23% |
|---|
ABT
ABBOTT LABORATORIES | United States | COM | 26,758 | $2,428 | 0.64% | 2026-06-30 | 2026-08-04 | +11.25% |
|---|
SLB
SLB LIMITED | | COM STK | 51,436 | $2,391 | 0.63% | 2026-06-30 | 2026-08-04 | +7.27% |
|---|
FLR
FLUOR CORP | United States | COM | 44,600 | $2,337 | 0.61% | 2026-06-30 | 2026-08-04 | -4.89% |
|---|
BA
BOEING CO | United States | COM | 10,550 | $2,284 | 0.60% | 2026-06-30 | 2026-08-04 | -13.30% |
|---|
HII
HUNTINGTON INGALLS INDS INC | United States | COM | 8,120 | $2,273 | 0.60% | 2026-06-30 | 2026-08-04 | -7.23% |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 6,186 | $2,211 | 0.58% | 2026-06-30 | 2026-08-04 | -4.60% |
|---|
EMR
EMERSON ELEC CO | United States | COM | 13,900 | $1,990 | 0.52% | 2026-06-30 | 2026-08-04 | +9.84% |
|---|
NEE
NEXTERA ENERGY INC | United States | COM | 22,133 | $1,943 | 0.51% | 2026-06-30 | 2026-08-04 | -13.54% |
|---|
CVX
CHEVRON CORPORATION | United States | COM | 11,662 | $1,933 | 0.51% | 2026-06-30 | 2026-08-04 | +23.30% |
|---|
NSC
NORFOLK SOUTHN CORP | United States | COM | 5,500 | $1,730 | 0.45% | 2026-06-30 | 2026-08-04 | -0.51% |
|---|
ITW
ILLINOIS TOOL WKS INC | United States | COM | 6,150 | $1,663 | 0.44% | 2026-06-30 | 2026-08-04 | -1.26% |
|---|
MA
MASTERCARD INCORPORATED | United States | CL A | 3,197 | $1,642 | 0.43% | 2026-06-30 | 2026-08-04 | +9.73% |
|---|
AEP
AMERICAN ELEC PWR CO INC | United States | COM | 11,423 | $1,563 | 0.41% | 2026-06-30 | 2026-08-04 | -12.80% |
|---|
MDT
MEDTRONIC PLC | Ireland | SHS | 19,871 | $1,555 | 0.41% | 2026-06-30 | 2026-08-04 | +11.33% |
|---|
ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 11,898 | $1,481 | 0.39% | 2026-06-30 | 2026-08-04 | +42.33% |
|---|
RTX
RTX CORPORATION | United States | COM | 7,684 | $1,458 | 0.38% | 2026-06-30 | 2026-08-04 | -1.47% |
|---|
MAR
MARRIOTT INTL INC NEW | United States | CL A | 3,900 | $1,445 | 0.38% | 2026-06-30 | 2026-08-04 | -2.42% |
|---|
AWK
AMERICAN WTR WKS CO INC NEW | United States | COM | 9,612 | $1,265 | 0.33% | 2026-06-30 | 2026-08-04 | -1.35% |
|---|
INTC
INTEL CORP | United States | COM | 8,955 | $1,250 | 0.33% | 2026-06-30 | 2026-08-04 | -16.97% |
|---|
WMT
WALMART INC | United States | COM | 10,938 | $1,239 | 0.32% | 2026-06-30 | 2026-08-04 | -5.70% |
|---|
MPC
MARATHON PETE CORP | United States | COM | 4,800 | $1,227 | 0.32% | 2026-06-30 | 2026-08-04 | +53.33% |
|---|
META
META PLATFORMS INC | United States | CL A | 1,891 | $1,065 | 0.28% | 2026-06-30 | 2026-08-04 | +31.16% |
|---|
NOC
NORTHROP GRUMMAN CORP | United States | COM | 2,055 | $1,047 | 0.27% | 2026-06-30 | 2026-08-04 | -0.92% |
|---|
FDX
FEDEX CORP | United States | COM | 3,275 | $1,026 | 0.27% | 2026-06-30 | 2026-08-04 | -8.19% |
|---|
MAIN
MAIN STR CAP CORP | United States | COM | 18,950 | $983 | 0.26% | 2026-06-30 | 2026-08-04 | +7.83% |
|---|
FITB
FIFTH THIRD BANCORP | United States | COM | 17,239 | $972 | 0.25% | 2026-06-30 | 2026-08-04 | -9.58% |
|---|
ATO
ATMOS ENERGY CORP | United States | COM | 5,500 | $947 | 0.25% | 2026-06-30 | 2026-08-04 | -8.52% |
|---|
TJX
TJX COS INC NEW | United States | COM | 5,955 | $902 | 0.24% | 2026-06-30 | 2026-08-04 | -11.68% |
|---|
DTM
DT MIDSTREAM INC | United States | COMMON STOCK | 5,900 | $866 | 0.23% | 2026-06-30 | 2026-08-04 | -17.11% |
|---|
VTRS
VIATRIS INC | United States | COM | 54,304 | $862 | 0.23% | 2026-06-30 | 2026-08-04 | +14.11% |
|---|
CRWV
COREWEAVE INC | United States | COM CL A | 8,050 | $801 | 0.21% | 2026-06-30 | 2026-08-04 | -13.67% |
|---|
CRWD
CROWDSTRIKE HLDGS INC | United States | CL A | 1,000 | $763 | 0.20% | 2026-06-30 | 2026-08-04 | +37.71% |
|---|
DRI
DARDEN RESTAURANTS INC | United States | COM | 3,600 | $742 | 0.19% | 2026-06-30 | 2026-08-04 | -5.29% |
|---|
GD
GENERAL DYNAMICS CORP | United States | COM | 2,045 | $724 | 0.19% | 2026-06-30 | 2026-08-04 | -6.18% |
|---|
APH
AMPHENOL CORP | United States | CL A | 4,000 | $705 | 0.18% | 2026-06-30 | 2026-08-04 | — split 2026-08-28, ratio not on file |
|---|
DTE
DTE ENERGY CO | United States | COM | 4,600 | $701 | 0.18% | 2026-06-30 | 2026-08-04 | -19.68% |
|---|
KMB
KIMBERLY-CLARK CORP | United States | COM | 6,350 | $697 | 0.18% | 2026-06-30 | 2026-08-04 | -9.82% |
|---|
RH
RH | United States | COM | 4,000 | $659 | 0.17% | 2026-06-30 | 2026-08-04 | -25.81% |
|---|
DELL
DELL TECHNOLOGIES INC | United States | CL C | 1,400 | $604 | 0.16% | 2026-06-30 | 2026-08-04 | +25.06% |
|---|
TSLA
TESLA INC | United States | COM | 1,420 | $597 | 0.16% | 2026-06-30 | 2026-08-04 | -16.11% |
|---|
D
DOMINION ENERGY INC | United States | COM | 8,493 | $580 | 0.15% | 2026-06-30 | 2026-08-04 | -11.20% |
|---|
ETN
EATON CORP PLC | | SHS | 1,337 | $570 | 0.15% | 2026-06-30 | 2026-08-04 | +1.68% |
|---|
CP
CANADIAN PACIFIC KANSAS CITY | | COM | 6,489 | $562 | 0.15% | 2026-06-30 | 2026-08-04 | -0.16% |
|---|
ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 2,470 | $553 | 0.14% | 2026-06-30 | 2026-08-04 | +16.90% |
|---|
USB
US BANCORP | United States | COM NEW | 9,161 | $553 | 0.14% | 2026-06-30 | 2026-08-04 | -3.74% |
|---|
CRUS
CIRRUS LOGIC INC | United States | COM | 3,700 | $550 | 0.14% | 2026-06-30 | 2026-08-04 | -18.67% |
|---|
SCHW
SCHWAB CHARLES CORP | United States | COM | 5,899 | $544 | 0.14% | 2026-06-30 | 2026-08-04 | +7.40% |
|---|
SLV
ISHARES SILVER TR | United States | ISHARES | 10,066 | $538 | 0.14% | 2026-06-30 | 2026-08-04 | +3.76% |
|---|
HON
HONEYWELL INTL INC | United States | COM | 2,351 | $526 | 0.14% | 2026-06-30 | 2026-08-04 | -6.15% |
|---|
MCD
MCDONALDS CORP | United States | COM | 1,940 | $524 | 0.14% | 2026-06-30 | 2026-08-04 | -13.44% |
|---|
HONA
HONEYWELL AEROSPACE INC | United States | COM | 2,349 | $519 | 0.14% | 2026-06-30 | 2026-08-04 | -29.69% |
|---|
LMT
LOCKHEED MARTIN CORP | United States | COM | 1,000 | $509 | 0.13% | 2026-06-30 | 2026-08-04 | +0.54% |
|---|
GIS
GENERAL MILLS INC | United States | COM | 14,608 | $508 | 0.13% | 2026-06-30 | 2026-08-04 | -2.82% |
|---|
CI
THE CIGNA GROUP | United States | COM | 1,832 | $505 | 0.13% | 2026-06-30 | 2026-08-04 | -0.15% |
|---|
MAS
MASCO CORP | United States | COM | 6,125 | $498 | 0.13% | 2026-06-30 | 2026-08-04 | -15.98% |
|---|
NOW
SERVICENOW INC | United States | COM | 5,000 | $496 | 0.13% | 2026-06-30 | 2026-08-04 | +30.88% |
|---|
SYK
STRYKER CORPORATION | United States | COM | 1,400 | $441 | 0.12% | 2026-06-30 | 2026-08-04 | -11.46% |
|---|
WTRG
ESSENTIAL UTILS INC | United States | COM | 11,074 | $424 | 0.11% | 2026-06-30 | 2026-08-04 | +2.40% |
|---|
GS
GOLDMAN SACHS GROUP INC | United States | COM | 400 | $405 | 0.11% | 2026-06-30 | 2026-08-04 | -9.41% |
|---|
HD
HOME DEPOT INC | United States | COM | 995 | $351 | 0.09% | 2026-06-30 | 2026-08-04 | -18.33% |
|---|
O
REALTY INCOME CORP | United States | COM | 5,449 | $338 | 0.09% | 2026-06-30 | 2026-08-04 | -11.01% |
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