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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 : 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
   (SHW)1 Year Chart         SHW Sherwin Williams Co 118 Closed $314.02 $0 0 0% -5,434,000 -17,421 0    General Building Mate...
   (ARCC)1 Year Chart         ARCC Ares Capital Corp 117 Closed $21.15 $0 0 0% -269,000 -13,450 0    Closed - End Fund - Debt
   (BP)1 Year Chart         BP BP Plc (ADR) 116 Closed $37.11 $0 0 0% -389,000 -10,980 0    Integrated Oil & Gas
   (SBUX)1 Year Chart         SBUX Starbucks Corp 119 Closed $75.28 $0 0 0% -206,000 -2,144 0    Specialty Eateries

      4 Records Found
  1    
Page 1 of 1
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