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  Name: SS&H Financial Advisors Inc.
  City: TROY
  State: MI
  Zip: 48084
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $240,090,000
  Total Value Change : $4,285,000
  Securities Held Change : -1
   
All Securities Held : 115
  New Positions : 2
  Closed Positions : 4
  Increased Positions : 13
  Unchanged Positions : 68
  Decreased Positions : 32

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Holdings Found : 13     View All Holdings Currently Viewing:  Increased 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
   (AAPL)1 Year Chart         AAPL Apple Inc 3 - $194.48 $13,532,000 78,913 5.64% -1,651,000 50 0    Personal Computers
   (ORCL)1 Year Chart         ORCL Oracle Corp 8 - $123.50 $5,391,000 42,924 2.25% 971,000 1,000 0.001    Application Software
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 15 - $46.23 $3,442,000 68,981 1.43% -10,000 650 0.002    Networking & Communic...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 16 - $178.35 $3,390,000 22,270 1.41% 253,000 10 0    Search Engines & Info...
   (AMGN)1 Year Chart         AMGN Amgen Inc 20 - $305.69 $2,979,000 10,480 1.24% 433,000 1,640 0.002    Biotechnology
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 26 - $40.88 $2,609,000 48,125 1.09% 165,000 500 0.002    Drug Manufacturers - ...
   (BA)1 Year Chart         BA Boeing Co 47 - $191.42 $1,388,000 7,195 0.58% 405,000 3,425 0.001    Aerospace/Defense - M...
   (MRO)1 Year Chart         MRO Marathon Oil Corp 64 - $27.88 $868,000 30,658 0.36% 177,000 2,050 0.004    Oil & Gas Refining, P...
   (INTC)1 Year Chart         INTC Intel Corp 70 - $30.42 $746,000 16,905 0.31% -78,000 500 0    Semiconductor- Broad...
   (SLB)1 Year Chart         SLB Schlumberger Ltd 88 - $43.66 $468,000 8,541 0.19% 49,000 490 0.001    Oil & Gas Equipment &...
   (SJM)1 Year Chart         SJM JM Smucker Company 105 - $115.37 $308,000 2,450 0.13% 24,000 200 0.002    Processed & Packaged ...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 111 - $60.24 $259,000 4,308 0.11% 33,000 2,872 0    Discount, Variety Stores
   (MKC)1 Year Chart         MKC McCormick & Co Inc 113 - $69.22 $205,000 2,670 0.09% 205,000 2,670 0.001    Processed & Packaged ...

      13 Records Found
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