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| Name: |
SC&H Financial Advisors Inc. |
| City: |
SPARKS |
| State: |
MD |
| Zip: |
21152 |
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data |
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| Holdings
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28 |
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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 |
|
AVDV |
Avantis International Small... |
|
- |
$0.00 |
$1,111,000 |
16,865 |
% |
57,000 |
0 |
0 |
N/A |
|
|
SDY |
streetTRACKS Series Trust -... |
|
- |
$129.90 |
$1,106,000 |
8,429 |
% |
53,000 |
0 |
0 |
N/A |
|
|
GOOG |
Alphabet Inc |
|
- |
$171.16 |
$1,046,000 |
6,869 |
% |
78,000 |
0 |
0 |
N/A |
|
|
VOT |
Van Kampen Municipal Opport... |
|
- |
$229.07 |
$950,000 |
4,028 |
% |
65,000 |
0 |
0 |
N/A |
|
|
FB |
Meta Platforms Inc |
|
- |
$472.60 |
$881,000 |
1,814 |
% |
239,000 |
0 |
0 |
N/A |
|
|
LRCX |
Lam Research Corp |
|
- |
$913.28 |
$874,000 |
900 |
% |
169,000 |
0 |
0 |
N/A |
|
|
CTAS |
Cintas Corp |
|
- |
$690.54 |
$800,000 |
1,165 |
% |
98,000 |
0 |
0 |
N/A |
|
|
BRK.A |
Berkshire Hathaway Inc |
|
- |
$612,100.00 |
$634,000 |
1 |
% |
91,000 |
0 |
0 |
N/A |
|
|
ES |
Eversource Energy |
|
- |
$61.04 |
$527,000 |
8,823 |
% |
-18,000 |
0 |
0 |
N/A |
|
|
NNN |
National Retail Properties |
|
- |
$41.72 |
$477,000 |
11,151 |
% |
-4,000 |
0 |
0 |
N/A |
|
|
ADBE |
Adobe Systems Inc |
|
- |
$488.10 |
$458,000 |
908 |
% |
-84,000 |
0 |
0 |
N/A |
|
|
EW |
Edwards Lifesciences Corp |
|
- |
$29.04 |
$451,000 |
4,722 |
% |
91,000 |
0 |
0 |
N/A |
|
|
AJG |
Arthur J Gallagher & Co |
|
- |
$245.01 |
$438,000 |
1,750 |
% |
44,000 |
0 |
0 |
N/A |
|
|
VCSH |
Vanguard Scottsdale Funds |
|
- |
$76.92 |
$410,000 |
5,300 |
% |
0 |
0 |
0 |
N/A |
|
|
GSLC |
Goldman Sachs Activebeta Us... |
|
- |
$101.91 |
$408,000 |
3,935 |
% |
39,000 |
0 |
0 |
N/A |
|
|
ZTS |
Zoetis Inc. |
|
- |
$164.92 |
$390,000 |
2,304 |
% |
-65,000 |
0 |
0 |
N/A |
|
|
DFIP |
Dfa Dimensional Inflation-p... |
|
- |
$0.00 |
$364,000 |
8,834 |
% |
-1,000 |
0 |
0 |
N/A |
|
|
ACN |
Accenture Plc |
|
- |
$311.99 |
$338,000 |
975 |
% |
-4,000 |
0 |
0 |
N/A |
|
|
BX |
Blackstone Group LP |
|
- |
$120.62 |
$333,000 |
2,532 |
% |
2,000 |
0 |
0 |
N/A |
|
|
AVGO |
Broadcom Limited |
|
- |
$1,325.37 |
$315,000 |
238 |
% |
50,000 |
0 |
0 |
N/A |
|
|
NOC |
Northrop Grumman Corp |
|
- |
$471.61 |
$314,000 |
656 |
% |
7,000 |
0 |
0 |
N/A |
|
|
APH |
Amphenol Corp |
|
- |
$126.61 |
$301,000 |
2,610 |
% |
42,000 |
0 |
0 |
N/A |
|
|
PHM |
PulteGroup Inc |
|
- |
$115.79 |
$299,000 |
2,480 |
% |
43,000 |
0 |
0 |
N/A |
|
|
BIP |
Brookfield Infrastructure P... |
|
- |
$30.37 |
$255,000 |
8,182 |
% |
-3,000 |
0 |
0 |
N/A |
|
|
PNC |
PNC Financial Services Grou... |
|
- |
$157.21 |
$249,000 |
1,542 |
% |
10,000 |
0 |
0 |
N/A |
|
|
KMB |
Kimberly Clark Corp |
|
- |
$135.93 |
$239,000 |
1,851 |
% |
14,000 |
0 |
0 |
N/A |
|
|
BCAB |
Bioatla, Inc. |
|
- |
$0.00 |
$225,000 |
65,519 |
% |
64,000 |
0 |
0 |
N/A |
|
|
INTC |
Intel Corp |
|
- |
$30.00 |
$211,000 |
4,782 |
% |
-29,000 |
0 |
0 |
N/A |
|
