SS&H Financial Advisors, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 9, 2024
Value $
$275M
Signature - Title
Robert Sinnaeve - CCO
Location
Troy, MI
Summary
This page shows a list of all the recent 13F filings made by SS&H Financial Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SS&H Financial Advisors, Inc. reported 126 stock holdings with total value $275M as of Q3 2024. Top holdings included JPM, MSFT, AAPL, NVDA, and ABBV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 126 $275M +$5.92M -$1.72M +$4.19M JPM, MSFT, AAPL, NVDA, ABBV 13F-HR 10/9/2024, 10:06 AM
Q2 2024 119 $256M +$24.6M -$1.73M +$22.9M JPM, MSFT, NVDA, AAPL, AMZN 13F-HR 9/10/2024, 02:37 PM
Q1 2024 115 $240M +$2.75M -$21.5M -$18.7M JPM, MSFT, AAPL, NVDA, ABBV 13F-HR 5/9/2024, 11:38 AM
Q4 2023 116 $236M +$5.63M -$3.35M +$2.28M JPM, AAPL, MSFT, PG, ABBV 13F-HR 2/13/2024, 11:21 AM
Q3 2023 117 $214M +$6.54M -$15.7M -$9.11M JPM, AAPL, MSFT, PG, ABBV 13F-HR 10/18/2023, 04:09 PM
Q1 2023 118 $218M +$6.63M -$4.31M +$2.32M JPM, AAPL, MSFT, PG, ABBV 13F-HR 5/4/2023, 11:04 AM
Q4 2022 113 $210M +$1.84M -$9.55M -$7.71M JPM, AAPL, PG, MSFT, ABBV Restatement 2/9/2023, 02:20 PM
Q3 2022 113 $194M +$7.36M -$11.5M -$4.13M AAPL, JPM, MSFT, PG, ABBV 13F-HR 11/2/2022, 01:58 PM
Q2 2022 120 $217M +$5.05M -$15.5M -$10.4M AAPL, MSFT, JPM, PG, ABBV 13F-HR 7/14/2022, 10:31 AM
Q1 2022 127 $256M $0 $0 AAPL, MSFT, JPM, PG, ABBV 13F-HR 5/13/2022, 01:06 PM