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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 2     View All Holdings Currently Viewing:  New 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
   (GDX)1 Year Chart         GDX VanEck Vectors Gold Miners ETF 110 New $34.07 $262,000 8,300 0.11% 262,000 8,300 0.002    Closed - End Fund - E...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 114 New $413.12 $205,000 488 0.09% 205,000 488 0    Property & Casualty I...

      2 Records Found
  1    
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