141 is the total number of securities SS&H Financial Advisors, Inc. has owned. The longest SS&H Financial Advisors, Inc. has owned a single stock is 6 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
JPM | J P Morgan & Co Inc | 5 | 1 | 5.37% | 6.12% | 7.26% | Q1 2022 | Q3 2023 | 6 |
AAPL | APPLE INC | 5 | 1 | 5.36% | 6.12% | 6.47% | Q1 2022 | Q3 2023 | 6 |
MSFT | MICROSOFT CORP | 5 | 1 | 4.81% | 5.50% | 5.98% | Q1 2022 | Q3 2023 | 6 |
PG | Procter & Gamble Co | 5 | 1 | 4.49% | 4.88% | 5.28% | Q1 2022 | Q3 2023 | 6 |
ABBV | ABBVIE INC | 5 | 1 | 3.63% | 4.09% | 4.34% | Q1 2022 | Q3 2023 | 6 |
PEP | PEPSICO INC | 5 | 1 | 2.37% | 2.60% | 2.97% | Q1 2022 | Q3 2023 | 6 |
XOM | Exxon Mobil Corporation | 5 | 1 | 1.76% | 2.52% | 3.00% | Q1 2022 | Q3 2023 | 6 |
MRK | MERCK & CO INC | 5 | 1 | 1.65% | 2.19% | 2.42% | Q1 2022 | Q3 2023 | 6 |
PFE | Pfizer Incorporated | 5 | 1 | 1.48% | 2.08% | 2.38% | Q1 2022 | Q3 2023 | 6 |
SHW | SHERWIN WILLIAMS CO | 5 | 1 | 1.91% | 2.04% | 2.15% | Q1 2022 | Q3 2023 | 6 |
SPGI | S&P GLOBAL INC | 5 | 1 | 1.97% | 2.03% | 2.16% | Q1 2022 | Q3 2023 | 6 |
JNJ | JOHNSON & JOHNSON | 5 | 1 | 1.48% | 1.92% | 2.27% | Q1 2022 | Q3 2023 | 6 |
UNP | Union Pacific Corp | 5 | 1 | 1.64% | 1.75% | 1.89% | Q1 2022 | Q3 2023 | 6 |
IBM | Intl Business Machines | 5 | 1 | 1.48% | 1.72% | 1.85% | Q1 2022 | Q3 2023 | 6 |
ORCL | ORACLE CORP | 5 | 1 | 1.48% | 1.67% | 2.00% | Q1 2022 | Q3 2023 | 6 |
CSCO | Cisco Systems Inc | 5 | 1 | 1.49% | 1.61% | 1.72% | Q1 2022 | Q3 2023 | 6 |
BMY | BRISTOL-MYERS SQUIBB CO | 5 | 1 | 1.15% | 1.46% | 1.69% | Q1 2022 | Q3 2023 | 6 |
CL | COLGATE PALMOLIVE CO | 5 | 1 | 1.22% | 1.43% | 1.55% | Q1 2022 | Q3 2023 | 6 |
ACN | ACCENTURE PLC IRELAND | 5 | 1 | 1.32% | 1.38% | 1.44% | Q1 2022 | Q3 2023 | 6 |
NVDA | NVIDIA CORPORATION | 5 | 1 | 0.59% | 1.24% | 2.60% | Q1 2022 | Q3 2023 | 6 |
KO | Coca Cola Company | 5 | 1 | 1.07% | 1.24% | 1.35% | Q1 2022 | Q3 2023 | 6 |
VZ | VERIZON COMMUNICATIONS... | 5 | 1 | 0.98% | 1.19% | 1.52% | Q1 2022 | Q3 2023 | 6 |
PFF | ISHARES TR | 5 | 1 | 0.56% | 1.10% | 1.74% | Q1 2022 | Q3 2023 | 6 |
NEE | NEXTERA ENERGY INC | 5 | 1 | 0.76% | 1.04% | 1.21% | Q1 2022 | Q3 2023 | 6 |
V | VISA INC | 5 | 1 | 0.98% | 1.04% | 1.09% | Q1 2022 | Q3 2023 | 6 |
TSCO | TRACTOR SUPPLY CO | 5 | 1 | 0.89% | 1.01% | 1.13% | Q1 2022 | Q3 2023 | 6 |
GLW | CORNING INC | 5 | 1 | 0.92% | 0.99% | 1.04% | Q1 2022 | Q3 2023 | 6 |
BAC | BK OF AMERICA CORP | 5 | 1 | 0.87% | 0.96% | 1.02% | Q1 2022 | Q3 2023 | 6 |
NKE | NIKE INC | 5 | 1 | 0.79% | 0.93% | 1.02% | Q1 2022 | Q3 2023 | 6 |
AFL | AFLAC INC | 5 | 1 | 0.77% | 0.88% | 1.05% | Q1 2022 | Q3 2023 | 6 |
T | AT&T INC | 5 | 1 | 0.75% | 0.87% | 0.96% | Q1 2022 | Q3 2023 | 6 |
AWK | AMERICAN WTR WKS CO IN... | 5 | 1 | 0.69% | 0.86% | 0.96% | Q1 2022 | Q3 2023 | 6 |
GOOG | Alphabet Inc Class C | 5 | 1 | 0.71% | 0.86% | 1.14% | Q1 2022 | Q3 2023 | 6 |
GLD | SPDR GOLD TR | 5 | 1 | 0.77% | 0.85% | 0.93% | Q1 2022 | Q3 2023 | 6 |
CVX | CHEVRON CORP NEW | 5 | 1 | 0.69% | 0.78% | 0.91% | Q1 2022 | Q3 2023 | 6 |
MU | MICRON TECHNOLOGY INC | 5 | 1 | 0.60% | 0.74% | 0.95% | Q1 2022 | Q3 2023 | 6 |
LRCX | LAM RESEARCH CORP | 5 | 1 | 0.60% | 0.72% | 0.91% | Q1 2022 | Q3 2023 | 6 |
ITW | Illinois Tool Works Inc | 5 | 1 | 0.63% | 0.72% | 0.80% | Q1 2022 | Q3 2023 | 6 |
FLR | Fluor Corporation | 5 | 1 | 0.61% | 0.71% | 0.85% | Q1 2022 | Q3 2023 | 6 |
INTC | INTEL CORP | 5 | 1 | 0.28% | 0.67% | 1.12% | Q1 2022 | Q3 2023 | 6 |
NSC | NORFOLK SOUTHN CORP | 5 | 1 | 0.53% | 0.67% | 0.76% | Q1 2022 | Q3 2023 | 6 |
DE | Deere & Company | 5 | 1 | 0.51% | 0.65% | 0.76% | Q1 2022 | Q3 2023 | 6 |
COST | COSTCO WHSL CORP NEW | 5 | 1 | 0.61% | 0.65% | 0.73% | Q1 2022 | Q3 2023 | 6 |
AEP | American Electric Powe... | 5 | 1 | 0.53% | 0.65% | 0.71% | Q1 2022 | Q3 2023 | 6 |
GENERAL ELECTRIC CO | 5 | 1 | 0.48% | 0.63% | 0.78% | Q1 2022 | Q3 2023 | 6 | |
DEO | DIAGEO PLC | 5 | 1 | 0.43% | 0.60% | 0.66% | Q1 2022 | Q3 2023 | 6 |
EMR | Emerson Electric Co | 5 | 1 | 0.54% | 0.59% | 0.67% | Q1 2022 | Q3 2023 | 6 |
GIS | GENERAL MLS INC | 5 | 1 | 0.43% | 0.56% | 0.64% | Q1 2022 | Q3 2023 | 6 |
MCK | MCKESSON CORP | 5 | 1 | 0.41% | 0.56% | 0.69% | Q1 2022 | Q3 2023 | 6 |
MMM | 3M CO | 5 | 1 | 0.23% | 0.55% | 0.71% | Q1 2022 | Q3 2023 | 6 |
GPN | GLOBAL PMTS INC | 5 | 1 | 0.27% | 0.53% | 0.66% | Q1 2022 | Q3 2023 | 6 |
AMGN | Amgen Incorporated | 5 | 1 | 0.39% | 0.53% | 0.88% | Q1 2022 | Q3 2023 | 6 |
HON | HONEYWELL INTL INC | 5 | 1 | 0.45% | 0.50% | 0.57% | Q1 2022 | Q3 2023 | 6 |
ZTS | ZOETIS INC | 5 | 1 | 0.38% | 0.49% | 0.59% | Q1 2022 | Q3 2023 | 6 |
GOOGL | Alphabet Inc Class A | 5 | 1 | 0.38% | 0.48% | 0.59% | Q1 2022 | Q3 2023 | 6 |
EL | LAUDER ESTEE COS INC | 5 | 1 | 0.31% | 0.48% | 0.54% | Q1 2022 | Q3 2023 | 6 |
SPY | SPDR S&P 500 ETF TR | 5 | 1 | 0.45% | 0.48% | 0.53% | Q1 2022 | Q3 2023 | 6 |
DTE | D T E Energy Company | 5 | 1 | 0.34% | 0.46% | 0.52% | Q1 2022 | Q3 2023 | 6 |
HII | Huntington Ingalls Ind... | 5 | 1 | 0.36% | 0.45% | 0.52% | Q1 2022 | Q3 2023 | 6 |
KMB | KIMBERLY-CLARK CORP | 5 | 1 | 0.35% | 0.43% | 0.47% | Q1 2022 | Q3 2023 | 6 |
MAIN | Main Street Capital Corp | 5 | 1 | 0.38% | 0.42% | 0.44% | Q1 2022 | Q3 2023 | 6 |
D | Dominion Resources Inc | 5 | 1 | 0.25% | 0.40% | 0.50% | Q1 2022 | Q3 2023 | 6 |
DOW | DOW INC | 5 | 1 | 0.27% | 0.38% | 0.48% | Q1 2022 | Q3 2023 | 6 |
DRI | DARDEN RESTAURANTS INC | 5 | 1 | 0.33% | 0.36% | 0.41% | Q1 2022 | Q3 2023 | 6 |
CAT | CATERPILLAR INC | 5 | 1 | 0.30% | 0.36% | 0.45% | Q1 2022 | Q3 2023 | 6 |
ATO | ATMOS ENERGY CORP | 5 | 1 | 0.29% | 0.32% | 0.34% | Q1 2022 | Q3 2023 | 6 |
MAR | MARRIOTT INTL INC NEW | 5 | 1 | 0.27% | 0.31% | 0.36% | Q1 2022 | Q3 2023 | 6 |
CMA | Comerica Incorporated | 5 | 1 | 0.21% | 0.31% | 0.38% | Q1 2022 | Q3 2023 | 6 |
ADP | AUTOMATIC DATA PROCESS... | 5 | 1 | 0.25% | 0.29% | 0.33% | Q1 2022 | Q3 2023 | 6 |
NOC | NORTHROP GRUMMAN CORP | 5 | 1 | 0.24% | 0.29% | 0.35% | Q1 2022 | Q3 2023 | 6 |
MA | MASTERCARD INCORPORATED | 5 | 1 | 0.26% | 0.29% | 0.33% | Q1 2022 | Q3 2023 | 6 |
FDX | FedEx Corporation | 5 | 1 | 0.21% | 0.27% | 0.34% | Q1 2022 | Q3 2023 | 6 |
INTU | Intuit Inc | 5 | 1 | 0.22% | 0.26% | 0.32% | Q1 2022 | Q3 2023 | 6 |
WTRG | ESSENTIAL UTILS INC | 5 | 1 | 0.18% | 0.26% | 0.30% | Q1 2022 | Q3 2023 | 6 |
BA | BOEING CO | 5 | 1 | 0.18% | 0.25% | 0.29% | Q1 2022 | Q3 2023 | 6 |
ADBE | ADOBE SYSTEMS INCORPOR... | 5 | 1 | 0.20% | 0.25% | 0.33% | Q1 2022 | Q3 2023 | 6 |
MCD | MCDONALDS CORP | 5 | 1 | 0.13% | 0.24% | 0.33% | Q1 2022 | Q3 2023 | 6 |
MPC | Marathon Petroleum Corp | 5 | 1 | 0.16% | 0.24% | 0.31% | Q1 2022 | Q3 2023 | 6 |
CI | THE CIGNA GROUP | 5 | 1 | 0.17% | 0.23% | 0.29% | Q1 2022 | Q3 2023 | 6 |
CLX | CLOROX CO DEL | 5 | 1 | 0.20% | 0.23% | 0.25% | Q1 2022 | Q3 2023 | 6 |
TJX | TJX COS INC NEW | 5 | 1 | 0.16% | 0.23% | 0.29% | Q1 2022 | Q3 2023 | 6 |
MKC | MCCORMICK & CO INC | 5 | 1 | 0.10% | 0.22% | 0.33% | Q1 2022 | Q3 2023 | 6 |
HACK | ETFMG Prime Cyber Secu... | 5 | 1 | 0.18% | 0.22% | 0.24% | Q1 2022 | Q3 2023 | 6 |
SYK | STRYKER CORPORATION | 5 | 1 | 0.18% | 0.22% | 0.25% | Q1 2022 | Q3 2023 | 6 |
PYPL | Paypal Holdings Inc | 5 | 1 | 0.12% | 0.20% | 0.29% | Q1 2022 | Q3 2023 | 6 |
SJM | SMUCKER J M CO | 5 | 1 | 0.13% | 0.20% | 0.24% | Q1 2022 | Q3 2023 | 6 |
USB | US BANCORP DEL | 5 | 1 | 0.16% | 0.20% | 0.21% | Q1 2022 | Q3 2023 | 6 |
O | REALTY INCOME CORP | 5 | 1 | 0.12% | 0.20% | 0.23% | Q1 2022 | Q3 2023 | 6 |
MAS | MASCO CORP | 5 | 1 | 0.18% | 0.20% | 0.22% | Q1 2022 | Q3 2023 | 6 |
MRO | Marathon Oil Corporation | 5 | 1 | 0.14% | 0.18% | 0.29% | Q1 2022 | Q3 2023 | 6 |
TSLA | Tesla Motors Inc | 5 | 1 | 0.12% | 0.18% | 0.26% | Q1 2022 | Q3 2023 | 6 |
BP | BP PLC | 5 | 1 | 0.13% | 0.17% | 0.20% | Q1 2022 | Q3 2023 | 6 |
F | FORD MTR CO DEL | 5 | 1 | 0.14% | 0.17% | 0.19% | Q1 2022 | Q3 2023 | 6 |
SLB | SCHLUMBERGER LTD | 5 | 1 | 0.13% | 0.17% | 0.22% | Q1 2022 | Q3 2023 | 6 |
PHO | PowerShares Water Res ETF | 5 | 1 | 0.15% | 0.17% | 0.18% | Q1 2022 | Q3 2023 | 6 |
TRP | TC ENERGY CORP | 5 | 1 | 0.10% | 0.16% | 0.20% | Q1 2022 | Q3 2023 | 6 |
DTM | DT MIDSTREAM INC | 5 | 1 | 0.12% | 0.15% | 0.18% | Q1 2022 | Q3 2023 | 6 |
LLY | Lilly Eli & Company | 5 | 1 | 0.12% | 0.14% | 0.21% | Q1 2022 | Q3 2023 | 6 |
ARCC | ARES CAPITAL CORP | 5 | 1 | 0.12% | 0.14% | 0.18% | Q1 2022 | Q3 2023 | 6 |
CRUS | CIRRUS LOGIC INC | 5 | 1 | 0.12% | 0.14% | 0.18% | Q1 2022 | Q3 2023 | 6 |
COP | CONOCOPHILLIPS | 5 | 1 | 0.11% | 0.14% | 0.16% | Q1 2022 | Q3 2023 | 6 |
BDX | BECTON DICKINSON & CO | 5 | 1 | 0.12% | 0.13% | 0.14% | Q1 2022 | Q3 2023 | 6 |
GGG | GRACO INC | 5 | 1 | 0.10% | 0.13% | 0.15% | Q1 2022 | Q3 2023 | 6 |
AMZN | AMAZON COM INC | 4 | 1 | 1.51% | 1.85% | 2.40% | Q2 2022 | Q3 2023 | 5 |
WBA | WALGREENS BOOTS ALLIAN... | 5 | 5 | 0.31% | 0.59% | 0.68% | Q1 2022 | Q1 2023 | 5 |
VTRS | VIATRIS INC | 4 | 1 | 0.38% | 0.41% | 0.47% | Q2 2022 | Q3 2023 | 5 |
SBUX | Starbucks Corporation | 5 | 5 | 0.15% | 0.17% | 0.20% | Q1 2022 | Q1 2023 | 5 |
CP | CANADIAN PAC RY LTD | 4 | 4 | 0.23% | 0.24% | 0.25% | Q1 2022 | Q4 2022 | 4 |
PAWZ | PROSHARES TR | 4 | 4 | 0.11% | 0.23% | 0.35% | Q1 2022 | Q4 2022 | 4 |
SLV | iShares Silver Trust | 2 | 1 | 0.09% | 0.10% | 0.11% | Q1 2022 | Q3 2023 | 4 |
ABT | ABBOTT LABS | 2 | 1 | 1.31% | 1.75% | 2.05% | Q1 2022 | Q3 2023 | 3 |
KOSP | ABBOTT LABS | 3 | 3 | 1.42% | 1.69% | 2.04% | Q3 2022 | Q1 2023 | 3 |
RTN | RAYTHEON TECHNOLOGIES ... | 3 | 3 | 0.18% | 0.20% | 0.23% | Q3 2022 | Q1 2023 | 3 |
RTX | RTX CORPORATION | 2 | 1 | 0.15% | 0.17% | 0.19% | Q1 2022 | Q3 2023 | 3 |
MO | ALTRIA GROUP INC | 3 | 3 | 0.13% | 0.13% | 0.14% | Q1 2022 | Q3 2022 | 3 |
REZI | RESIDEO TECHNOLOGIES INC | 3 | 3 | 0.10% | 0.12% | 0.14% | Q1 2022 | Q3 2022 | 3 |
MDT | MEDTRONIC PLC | 2 | 1 | 0.10% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 3 |
HASI | HANNON ARMSTRONG SUST ... | 2 | 2 | 0.44% | 0.48% | 0.51% | Q1 2022 | Q2 2022 | 2 |
XLK | SELECT SECTOR SPDR TR | 1 | 1 | 0.30% | 0.32% | 0.34% | Q1 2023 | Q3 2023 | 2 |
APD | AIR PRODS & CHEMS INC | 1 | 1 | 0.23% | 0.24% | 0.24% | Q1 2023 | Q3 2023 | 2 |
GE HEALTHCARE TECHNOLO... | 1 | 1 | 0.16% | 0.18% | 0.20% | Q1 2023 | Q3 2023 | 2 | |
XLY | SELECT SECTOR SPDR TR | 1 | 1 | 0.16% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 2 |
YUM | YUM BRANDS INC | 2 | 2 | 0.11% | 0.16% | 0.20% | Q1 2022 | Q2 2022 | 2 |
IVV | ISHARES TR | 1 | 1 | 0.14% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 2 |
PM | PHILIP MORRIS INTL INC | 2 | 2 | 0.11% | 0.12% | 0.14% | Q1 2022 | Q2 2022 | 2 |
FSR | FISKER INC | 2 | 2 | 0.11% | 0.12% | 0.14% | Q1 2022 | Q2 2022 | 2 |
RSG | REPUBLIC SVCS INC | 1 | 1 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 2 |
WMT | WALMART INC | 1 | 1 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 2 |
ITA | ISHARES TR | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q1 2023 | 2 |
ALB | ALBEMARLE CORP | 2 | 2 | 0.09% | 0.09% | 0.10% | Q1 2022 | Q2 2022 | 2 |
Amazon.com Inc | 1 | 1 | 1.30% | 1.30% | 1.30% | Q1 2022 | Q1 2022 | 1 | |
DIS | Disney Walt Holding Co | 1 | 1 | 1.28% | 1.28% | 1.28% | Q1 2022 | Q1 2022 | 1 |
NSRGY | Nestle S A ADR | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2022 | Q1 2022 | 1 |
Federated Short Term I... | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2022 | Q1 2022 | 1 | |
GILD | Gilead Sciences Inc | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2022 | Q1 2022 | 1 |
SBGSY | Schneider Electric SE | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2022 | Q1 2022 | 1 |
CANADIAN PACIFIC KANSA... | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 | |
WARNER BROS DISCOVERY INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 | |
SCHWPRD | Charles Schwab Corp | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
PEAK | Healthpeak Properties Inc | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
MDLZ | Mondelez Intl Inc | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
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The securities at the top of the list , including J P Morgan & Co Inc, APPLE INC, and MICROSOFT CORP, are the highest-conviction holdings of SS&H Financial Advisors, Inc..
The conviction is calculated by counting the number of quarters a security has been reported by SS&H Financial Advisors, Inc.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that SS&H Financial Advisors, Inc. owns currently or has owned in the past.