Notify me when SS&H Financial Advisors, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 125 | $342,718,000 | +$9,526,430 | -$3,510,692 | +$6,015,738 | JPM, NVDA, MSFT, AAPL, ABBV | 13F-HR | 20 Jan 2026, 11:45 |
| Q3 2025 | 125 | $329,039,551 | +$9,627,296 | -$5,558,289 | +$4,069,007 | JPM, NVDA, MSFT, AAPL, ORCL | 13F-HR | 17 Oct 2025, 14:57 |
| Q2 2025 | 123 | $299,325,445 | +$19,969,917 | -$13,621,400 | +$6,348,517 | JPM, NVDA, MSFT, AAPL, PG | 13F-HR | 05 Aug 2025, 09:46 |
| Q1 2025 | 122 | $268,057,000 | +$2,797,212 | -$4,923,710 | -$2,126,498 | JPM, AAPL, MSFT, NVDA, ABBV | 13F-HR | 10 Apr 2025, 12:47 |
| Q4 2024 | 122 | $274,500,000 | +$7,760,603 | -$7,078,670 | +$681,933 | JPM, AAPL, NVDA, MSFT, AMZN | 13F-HR | 14 Jan 2025, 09:32 |
| Q3 2024 | 126 | $274,503,000 | +$5,918,610 | -$1,724,953 | +$4,193,657 | JPM, MSFT, AAPL, NVDA, ABBV | 13F-HR | 09 Oct 2024, 10:06 |
| Q2 2024 | 119 | $256,134,000 | +$24,590,494 | -$1,725,442 | +$22,865,052 | JPM, MSFT, NVDA, AAPL, AMZN | 13F-HR | 10 Sep 2024, 14:37 |
| Q1 2024 | 115 | $239,988,000 | +$2,753,896 | -$21,501,168 | -$18,747,272 | JPM, MSFT, AAPL, NVDA, ABBV | 13F-HR | 09 May 2024, 11:38 |
| Q4 2023 | 116 | $235,805,000 | +$5,629,637 | -$3,348,115 | +$2,281,522 | JPM, AAPL, MSFT, PG, ABBV | 13F-HR | 13 Feb 2024, 11:21 |
| Q3 2023 | 117 | $213,560,000 | +$6,542,814 | -$15,650,024 | -$9,107,210 | JPM, AAPL, MSFT, PG, ABBV | 13F-HR | 18 Oct 2023, 16:09 |
| Q1 2023 | 118 | $218,259,287 | +$6,626,140 | -$4,307,929 | +$2,318,211 | JPM, AAPL, MSFT, PG, ABBV | 13F-HR | 04 May 2023, 11:04 |
| Q4 2022 | 113 | $209,996,650 | +$1,842,070 | -$9,547,120 | -$7,705,050 | JPM, AAPL, PG, MSFT, ABBV | Restatement | 09 Feb 2023, 14:20 |
| Q3 2022 | 113 | $193,538,000 | +$7,364,349 | -$11,491,988 | -$4,127,639 | AAPL, JPM, MSFT, PG, ABBV | 13F-HR | 02 Nov 2022, 13:58 |
| Q2 2022 | 120 | $216,518,000 | +$5,045,511 | -$15,480,972 | -$10,435,461 | AAPL, MSFT, JPM, PG, ABBV | 13F-HR | 14 Jul 2022, 10:31 |
| Q1 2022 | 127 | $255,841,000 | $0 | $0 | $0 | AAPL, MSFT, JPM, PG, ABBV | 13F-HR | 13 May 2022, 13:06 |