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| Name: |
SS&H Financial Advisors Inc. |
| City: |
TROY |
| State: |
MI |
| Zip: |
48084 |
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| Holdings
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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 |
|
JPM |
JP Morgan Chase & Co |
1 |
- |
$202.47 |
$21,153,000 |
105,611 |
8.81% |
2,972,000 |
-1,275 |
0.003 |
Domestic Money Center... |
|
|
MSFT |
Microsoft Corp |
2 |
- |
$420.99 |
$16,682,000 |
39,652 |
6.95% |
1,517,000 |
-675 |
0.001 |
Application Software |
|
|
NVDA |
NVIDIA Corporation |
4 |
- |
$943.59 |
$12,877,000 |
14,252 |
5.36% |
5,646,000 |
-350 |
0.001 |
Semiconductor - Speci... |
|
|
ABBV |
Abbvie Inc. |
5 |
- |
$164.35 |
$7,543,000 |
41,424 |
3.14% |
-493,000 |
-10,430 |
0.002 |
Drug Manufacturers - ... |
|
|
AMZN |
Amazon.com Inc |
6 |
- |
$183.63 |
$7,375,000 |
40,887 |
3.07% |
1,102,000 |
-400 |
0 |
Internet Software & S... |
|
|
PG |
Procter & Gamble Co |
7 |
- |
$167.86 |
$7,337,000 |
45,221 |
3.06% |
-3,031,000 |
-25,533 |
0.002 |
Cleaning Products |
|
|
MRK |
Merck & Co Inc |
9 |
- |
$131.20 |
$5,305,000 |
40,212 |
2.21% |
78,000 |
-7,730 |
0.002 |
Drug Manufacturers - ... |
|
|
IBM |
International Business Mach... |
11 |
- |
$168.97 |
$4,809,000 |
25,185 |
2% |
493,000 |
-1,205 |
0.003 |
Diversified Computer ... |
|
|
PEP |
Pepsico Inc |
12 |
- |
$183.11 |
$4,707,000 |
26,900 |
1.96% |
-367,000 |
-2,975 |
0.002 |
Beverage Soft Drinks... |
|
|
XOM |
Exxon Mobil Corp |
13 |
- |
$117.87 |
$4,393,000 |
37,797 |
1.83% |
-1,088,000 |
-17,023 |
0.001 |
Integrated Oil & Gas |
|
|
CL |
Colgate Palmolive Co |
19 |
- |
$94.53 |
$3,020,000 |
33,543 |
1.26% |
-249,000 |
-7,470 |
0.004 |
Personal Products |
|
|
LRCX |
Lam Research Corp |
21 |
- |
$942.90 |
$2,930,000 |
3,016 |
1.22% |
548,000 |
-25 |
0.002 |
Semiconductor Equipme... |
|
|
VZ |
Verizon Communications Inc |
22 |
- |
$40.25 |
$2,757,000 |
65,726 |
1.15% |
197,000 |
-2,168 |
0.002 |
Telecom Services - Do... |
|
|
V |
Visa Inc |
27 |
- |
$279.84 |
$2,573,000 |
9,220 |
1.07% |
-63,000 |
-905 |
0.001 |
Business Services |
|
|
T |
AT&T Corp |
28 |
- |
$17.30 |
$2,465,000 |
140,084 |
1.03% |
30,000 |
-5,030 |
0.002 |
Long Distance Carriers |
|
|
MU |
Micron Technology Inc |
30 |
- |
$127.89 |
$2,430,000 |
20,615 |
1.01% |
645,000 |
-300 |
0.002 |
Semiconductor - Memor... |
|
|
PFE |
Pfizer Inc |
31 |
- |
$28.92 |
$2,183,000 |
78,690 |
0.91% |
-504,000 |
-14,650 |
0.001 |
Drug Manufacturers - ... |
|
|
FLR |
Fluor Corp |
34 |
- |
$38.26 |
$2,050,000 |
48,500 |
0.85% |
111,000 |
-1,000 |
0.028 |
Heavy Construction |
|
|
GLW |
Corning Inc |
35 |
- |
$35.22 |
$2,025,000 |
61,442 |
0.84% |
66,000 |
-2,900 |
0.008 |
Communication Equipment |
|
|
ABT |
Abbott Laboratories |
37 |
- |
$104.87 |
$1,836,000 |
16,158 |
0.76% |
-1,186,000 |
-11,300 |
0.001 |
Drug Manufacturers - ... |
|
|
EMR |
Emerson Electric Co |
55 |
- |
$112.82 |
$1,111,000 |
9,800 |
0.46% |
-310,000 |
-4,800 |
0.002 |
Industrial Electrical... |
|
|
PFF |
iShares S&P U.S. Preferred ... |
56 |
- |
$31.67 |
$1,092,000 |
33,900 |
0.45% |
-41,000 |
-2,425 |
0.007 |
Closed - End Fund - E... |
|
|
KMB |
Kimberly Clark Corp |
66 |
- |
$134.67 |
$861,000 |
6,660 |
0.36% |
3,000 |
-400 |
0.002 |
Paper & Paper Products |
|
|
DTE |
DTE Energy Co |
72 |
- |
$116.78 |
$717,000 |
6,400 |
0.3% |
-99,000 |
-1,000 |
0.003 |
Electric Utilities |
|
|
D |
Dominion Energy Inc |
84 |
- |
$53.30 |
$543,000 |
11,043 |
0.23% |
-9,000 |
-700 |
0.001 |
Electric Utilities |
|
|
CI |
Cigna Corporation |
85 |
- |
$339.26 |
$530,000 |
1,460 |
0.22% |
-19,000 |
-372 |
0 |
Health Care Plans |
|
|
USB |
US Bancorp Delaware |
90 |
- |
$41.65 |
$457,000 |
10,241 |
0.19% |
-33,000 |
-1,075 |
0.001 |
Domestic Regional Banks |
|
|
HACK |
Amplify Cybersecurity Etf |
91 |
- |
$63.39 |
$455,000 |
7,100 |
0.19% |
-4,000 |
-500 |
0.021 |
N/A |
|
|
GEHC |
Ge Healthcare Holding Llc |
92 |
- |
$81.31 |
$445,000 |
4,900 |
0.19% |
66,000 |
-8 |
0.001 |
N/A |
|
|
CLX |
Clorox Co |
95 |
- |
$136.97 |
$425,000 |
2,780 |
0.18% |
14,000 |
-100 |
0.002 |
Cleaning Products |
|
|
RTX |
RTX Corp |
101 |
- |
$101.02 |
$375,000 |
3,849 |
0.16% |
39,000 |
-140 |
0 |
Conglomerates |
|
|
VTRS |
Upjohn Inc |
115 |
- |
$11.02 |
$102,000 |
85,785 |
0.04% |
-853,000 |
-2,395 |
0.007 |
N/A |
|
