SS&H Financial Advisors, Inc. - Portfolio overview

SS&H Financial Advisors, Inc. has 127 reported holdings in this dataset, with the latest filing dated 2026-01-20.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. JPM - JPMORGAN CHASE & CO., 9.88%
2. NVDA - NVIDIA CORPORATION, 7.24%
3. MSFT - MICROSOFT CORP, 5.87%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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