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  Name: SC&H Financial Advisors Inc.
  City: SPARKS
  State: MD
  Zip: 21152
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $384,090,000
  Total Value Change : $37,327,000
  Securities Held Change : 5
   
All Securities Held : 143
  New Positions : 9
  Closed Positions : 4
  Increased Positions : 63
  Unchanged Positions : 28
  Decreased Positions : 43

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (TT)1 Year Chart         TT Trane Technologies (Ingerso... 145 Closed $335.58 $0 0 0% -215,000 -881 0    Diversified Machinery
   (LIN)1 Year Chart         LIN Linde Plc 144 Closed $435.04 $0 0 0% -315,000 -766 0    N/A
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 147 Closed $42.27 $0 0 0% -219,000 -4,274 0    Drug Manufacturers - ...
   (DTE)1 Year Chart         DTE DTE Energy Co 146 Closed $117.18 $0 0 0% -222,000 -2,015 0    Electric Utilities

      4 Records Found
  1    
Page 1 of 1
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