SS&H Financial Advisors, Inc.

Q3 2023 13F Holdings Report, Stock Holdings

Signature - Title
Robert Sinnaeve - President
Location
Troy, MI
Holdings as of
30 Sep 2023
Value $
$213,560,000
Num holdings
117
Filing time
18 Oct 2023, 16:09:54 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included JPM, AAPL, MSFT, PG, and ABBV.
Previous filing
Q1 2023 - 04 May 2023
Next filing
Q4 2023 - 13 Feb 2024
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2023 Q3 compared to 2023 Q1 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Robert Sinnaeve President Troy, Michigan 18 Oct 2023