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13F-HR filed by SS&H Financial Advisors, Inc.

SS&H Financial Advisors, Inc. filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-10-17, with 125 holding rows worth $329,039,551.

Accession
0001911735-25-000005
Filed
2025-10-17
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 125 entries on the cover page, a total value of $329,039,551 stated on the cover page (in dollars after the unit check, H1), rows summing to $329,039,551 with VALUE read as dollars as filed, 13F file number 028-22494. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
JPMorgan Chase & Co46625H100COM105,540$33,290,483dollars as filed
NVIDIA Corp67066G104COM137,381$25,632,617dollars as filed
Microsoft Corp594918104COM42,398$21,960,118dollars as filed
Apple Inc037833100COM73,351$18,677,387dollars as filed
Oracle Corporation68389X105COM43,090$12,118,632dollars as filed
AbbVie,Inc.00287Y109COM48,816$11,302,956dollars as filed
Procter & Gamble Co742718109COM63,198$9,710,373dollars as filed
Amazon.com, Inc023135106COM38,302$8,409,971dollars as filed
International Business Machines Corporation459200101COM24,815$7,001,801dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM27,660$6,736,593dollars as filed
EXXON MOBIL CORP30231G102COM53,556$6,038,439dollars as filed
S&P Global,Inc.78409V104COM11,887$5,785,522dollars as filed
SHERWIN WILLIAMS CO824348106COM15,030$5,204,288dollars as filed
CORNING INC219350105COM63,017$5,169,252dollars as filed
SPDR GOLD TR78463V107GOLD SHS14,049$4,993,999dollars as filed
Cisco Systems,Inc.17275R102COM67,431$4,613,630dollars as filed
General Electric Company369604301COM14,959$4,499,967dollars as filed
Merck & Co.,Inc.58933Y105COM53,093$4,456,096dollars as filed
Amgen Inc.031162100COM15,303$4,318,507dollars as filed
AT&T Inc00206R102COM134,406$3,795,635dollars as filed
Union Pacific Corporation907818108COM15,738$3,719,992dollars as filed
Abbott Laboratories002824100COM27,433$3,674,377dollars as filed
PepsiCo,Inc.713448108COM25,291$3,551,869dollars as filed
Bank of America Corp060505104COM67,508$3,482,738dollars as filed
Micron Technology,Inc.595112103COM20,765$3,474,400dollars as filed
Lam Research Corporation512807306COM25,660$3,435,874dollars as filed
Johnson & Johnson478160104COM17,146$3,179,212dollars as filed
Visa Inc92826C839COM9,246$3,156,302dollars as filed
Costco Wholesale Corporation22160K105COM3,155$2,919,926dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock35,213$2,814,928dollars as filed
Verizon Communications Inc92343V104COM63,125$2,774,334dollars as filed
TRACTOR SUPPLY CO COM892356106Stock48,186$2,740,318dollars as filed
MCKESSON CORP COM58155Q103Stock3,400$2,626,636dollars as filed
Coca-Cola Company191216100COM39,556$2,623,354dollars as filed
AFLAC INC COM001055102Stock22,616$2,526,208dollars as filed
Bristol-Myers Squibb Company110122108COM55,900$2,521,090dollars as filed
HUNTINGTON INGALLS INDS INC COM446413106Stock8,120$2,337,830dollars as filed
Accenture Plc Class AG1151C101COM8,948$2,206,577dollars as filed
Pfizer Inc.717081103COM84,900$2,163,252dollars as filed
iShares U.S. Aerospace & Defense ETF464288760SHS9,675$2,024,591dollars as filed
FLUOR CORP343412102COM45,600$1,918,392dollars as filed
MasterCard, Inc57636Q104COM3,354$1,907,652dollars as filed
EMERSON ELEC CO COM291011104Stock14,400$1,888,992dollars as filed
Deere & Company244199105COM3,979$1,819,438dollars as filed
Boeing Company097023105COM8,420$1,817,289dollars as filed
SPY78462F103SHS2,656$1,769,375dollars as filed
Schlumberger Limited806857108COM51,286$1,762,700dollars as filed
NextEra Energy,Inc.65339F101COM22,893$1,728,221dollars as filed
Caterpillar Inc.149123101COM3,525$1,681,954dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock5,500$1,652,255dollars as filed
ILLINOIS TOOL WKS INC452308109COM6,150$1,603,674dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM6,436$1,564,592dollars as filed
Medtronic PlcG5960L103COM16,371$1,559,175dollars as filed
Eli Lilly and Company532457108COM2,034$1,551,942dollars as filed
Chevron Corporation166764100COM9,412$1,461,531dollars as filed
AMERICAN WTR WKS CO INC NEW COM030420103Stock10,112$1,407,532dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock11,898$1,338,557dollars as filed
Raytheon Technologies Corporation75513E101COM7,684$1,285,764dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock2,005$1,221,687dollars as filed
MAIN STR CAP CORP56035L104COM19,200$1,220,928dollars as filed
ISHARES TR464288687COM38,125$1,205,513dollars as filed
META PLATFORMS INC CL A30303M102COM1,636$1,201,446dollars as filed
Walmart Inc.931142103COM10,339$1,065,538dollars as filed
ConocoPhillips20825C104COM10,913$1,032,261dollars as filed
MARRIOTT INTL INC NEW CL A571903202Stock3,900$1,015,716dollars as filed
Honeywell Technologies438516106COM4,702$989,771dollars as filed
ATMOS ENERGY CORP COM049560105Stock5,565$950,224dollars as filed
MARATHON PETE CORP COM56585A102Stock4,850$934,789dollars as filed
TJX Companies Inc872540109COM6,000$867,240dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock6,500$808,210dollars as filed
GENERAL MILLS INC COM370334104Stock14,608$736,536dollars as filed
DARDEN RESTAURANTS INC COM237194105Stock3,855$733,838dollars as filed
Automatic Data Processing,Inc.053015103COM2,470$724,945dollars as filed
NIKE,Inc. Class B654106103COM10,218$712,502dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock2,045$697,345dollars as filed
FEDEX CORP COM31428X106Stock2,875$677,954dollars as filed
DT MIDSTREAM INC COMMON STOCK23345M107Stock5,900$667,054dollars as filed
DTE ENERGY CO COM233331107Stock4,600$650,578dollars as filed
VANECK ETF TRUST92189F106GOLD MINERS ETF8,500$649,400dollars as filed
Intuit Inc.461202103COM946$646,033dollars as filed
Tesla Motors, Inc88160R101COM1,420$631,503dollars as filed
McDonalds Corporation580135101COM1,990$604,742dollars as filed
ZOETIS INC CL A98978V103Stock4,118$602,546dollars as filed
COMERICAINC200340107COM8,595$588,930dollars as filed
Advanced Micro Devices,Inc.007903107COM3,550$574,355dollars as filed
VIATRIS INC COM92556V106Stock57,959$573,795dollars as filed
Charles Schwab Corp808513105COM5,899$563,178dollars as filed
AMPLIFY ETF TR032108664AMPLIFY CYBERSEC6,100$529,480dollars as filed
Cigna Corporation125523100COM1,832$528,074dollars as filed
DOMINION ENERGY INC COM25746U109Stock8,493$519,517dollars as filed
INVESCO EXCHANGE TRADED FD T46137V142WATER RES ETF7,200$519,192dollars as filed
Stryker Corporation863667101COM1,400$517,538dollars as filed
Eaton Corp. PlcG29183103COM1,337$500,373dollars as filed
Lockheed Martin Corporation539830109COM1,000$499,210dollars as filed
AMPHENOL CORP NEW032095101COM4,000$495,000dollars as filed
CANADIAN PACIFIC KANSAS CITY COM13646K108Stock6,489$483,366dollars as filed
CIRRUS LOGIC INC COM172755100Stock3,700$463,573dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS1,641$462,533dollars as filed
USBANCORPDEL902973304COM NEW9,161$442,752dollars as filed
ESSENTIAL UTILS INC COM29670G102Stock11,074$441,853dollars as filed
MASCO CORP574599106COM6,125$431,139dollars as filed
iShares Silver Trust46428Q109COM10,066$426,497dollars as filed
Home Depot, Inc437076102COM995$403,165dollars as filed
REALTY INCOME CORP COM756109104REIT5,749$349,472dollars as filed
LUMEN TECHNOLOGIES INC550241103COM56,943$348,492dollars as filed
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK36266G107Stock4,609$346,136dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS2,320$344,776dollars as filed
GLOBAL PMTS INC37940X102COM4,095$340,213dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS499$333,981dollars as filed
ABRDN PRECIOUS METALS BASKET003263100PHYSCL PRECS MET2,000$330,900dollars as filed
CLOROX CO DEL189054109COM2,600$320,580dollars as filed
Goldman Sachs Group,Inc.38141G104COM400$318,540dollars as filed
GE Vernova Inc.36828A101COM500$307,450dollars as filed
Intel Corp458140100COM8,955$300,441dollars as filed
SELECT SECTOR SPDR TR81369Y407SBI CONS DISCR1,167$279,660dollars as filed
COREWEAVE INC COM CL A21873S108COM2,000$273,700dollars as filed
Broadcom Inc.11135F101COM820$270,527dollars as filed
Netflix, Inc64110L106COM225$269,757dollars as filed
LAUDER ESTEE COS INC CL A518439104Stock3,030$267,004dollars as filed
SMUCKER J M CO832696405COM NEW2,450$266,070dollars as filed
AIR PRODS & CHEMS INC009158106COM907$247,358dollars as filed
Berkshire Hathaway Inc084670702COM488$245,338dollars as filed
BP PLC SPONSORED ADR055622104ADR6,980$240,531dollars as filed
Altria Group Inc02209S103COM3,550$234,513dollars as filed
Adobe Inc00724F101COM576$203,184dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001911735-25-000005this filing2025-10-17acceptance time not in the bulk data set