$256 Million is the total value of SS&H Financial Advisors, Inc.'s 127 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| J P Morgan & Co Inc | 6 | Q3 2023 | 7.3% |
| APPLE INC | 6 | Q3 2023 | 6.5% |
| MICROSOFT CORP | 6 | Q3 2023 | 6.0% |
| Procter & Gamble Co | 6 | Q3 2023 | 5.3% |
| ABBVIE INC | 6 | Q3 2023 | 4.3% |
| PEPSICO INC | 6 | Q3 2023 | 3.0% |
| Exxon Mobil Corporation | 6 | Q3 2023 | 3.0% |
| MERCK & CO INC | 6 | Q3 2023 | 2.4% |
| Pfizer Incorporated | 6 | Q3 2023 | 2.4% |
| SHERWIN WILLIAMS CO | 6 | Q3 2023 | 2.1% |
View SS&H Financial Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-05-04 |
| 13F-HR/A | 2023-02-09 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-07-14 |
| 13F-HR | 2022-05-13 |
View SS&H Financial Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.