SS&H Financial Advisors, Inc.
CIK 1911735 · SEC EDGAR पर देखें ↗
- पोर्टफोलियो मूल्य
- $391K
- पोजीशन
- 130
- तिथि अनुसार
- 30 जून 2026
13F मूल्य के अनुसार 9443 में से #9266 · शीर्ष 98.1%
पोर्टफोलियो मूल्य QoQ: +14.1% 13F नकद का खुलासा नहीं करता है
- शीर्ष 10 होल्डिंग्स का भार
- 46.11%
- शीर्ष 25 होल्डिंग्स का भार
- 69.30%
- 1% से ऊपर की स्थितियाँ
- 26
- स्थितियों की प्रभावी संख्या
- 32.7
केवल 13F लॉन्ग-इक्विटी होल्डिंग्स पर आधारित (नकद, बॉन्ड, शॉर्ट्स का खुलासा नहीं किया गया है)
टर्नओवर Q2 2026: 1.3% अनुमानित। खरीदें $16251 · बेचें $4784
औसत होल्डिंग: 7.0 तिमाहियां ट्रैक किया गया Q4 2024–Q2 2026 · 87.2% अभी भी रखा गया
- नई स्थितियाँ
- 13
- बढ़ाया
- 23
- घटा हुआ
- 32
- बंद
- 2
इस पृष्ठ पर
- क्षेत्रवार विवरण पोर्टफोलियो विभिन्न बाजार क्षेत्रों में कैसे विभाजित है।
- पोर्टफोलियो इस संस्था द्वारा रिपोर्ट की गई हर स्टॉक होल्डिंग, उसके नवीनतम 13F से।
- सबसे बड़े नए दांव नवीनतम तिमाही में खोले गए बिल्कुल नए पद।
- शीर्ष चालें इस तिमाही में सबसे बड़ी स्थिति वृद्धि और कमी।
- बाहर निकली पोजीशन पिछले तिमाही में प्रबंधक द्वारा पूरी तरह से बेचे गए पद।
क्षेत्रवार विवरण
Technology
32.1%
Industrials
13.2%
Healthcare
13.0%
Financials
10.9%
Retail
5.4%
Consumer products
3.5%
Communication Services
3.3%
Financial Services
3.1%
Communications
2.0%
Consumer Staples
1.9%
Utilities
1.9%
Energy
1.7%
Materials
1.4%
Telecommunication
1.3%
Consumer Discretionary
0.9%
Logistics & Transportation
0.3%
Real Estate
0.1%
अन्य/अनमैप्ड
4.1%
पूर्ण पोर्टफोलियो 130 पोजीशन
| प्रकार | लगातार | 8 तिमाही का रुझान | |||||
|---|---|---|---|---|---|---|---|
| JPM JP Morgan Chase & Co. Common Stock | $34301 | 8.77% | 104790 | $374 | |||
| NVDA NVIDIA Corporation - Common Stock | $26753 | 6.84% | 133706 | $1894 | |||
| MU Micron Technology, Inc. - Common Stock | $23045 | 5.89% | 19965 | $17161 | |||
| AAPL Apple Inc. - Common Stock | $20805 | 5.32% | 71901 | $914 | |||
| MSFT Microsoft Corporation - Common Stock | $16673 | 4.26% | 44698 | $-3481 | |||
| GLW Corning Incorporated Common Stock | $15381 | 3.93% | 60217 | $9907 | |||
| ABBV AbbVie Inc. Common Stock | $12058 | 3.08% | 47916 | $950 | |||
| AMZN Amazon.com, Inc. - Common Stock | $11394 | 2.91% | 47805 | $1912 | |||
| LRCX Lam Research Corporation - Common Stock | $10101 | 2.58% | 23310 | $5820 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $9759 | 2.50% | 27620 | $1079 | |||
| PG Procter & Gamble Company (The) Common Stock | $9298 | 2.38% | 63410 | $318 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $8692 | 2.22% | 67643 | $1819 | |||
| IBM International Business Machines Corporation Common Stock | $8286 | 2.12% | 29465 | $907 | |||
| ORCL Oracle Corporation Common Stock | $7707 | 1.97% | 52590 | $-1580 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $7637 | 1.95% | 65016 | $2495 | |||
| AMGN Amgen Inc. - Common Stock | $6881 | 1.76% | 19003 | $988 | |||
| GE GE Aerospace Common Stock | $5591 | 1.43% | 14959 | $983 | |||
| SHW Sherwin-Williams Company (The) Common Stock | $5175 | 1.32% | 15030 | $305 | |||
| SPGI S&P Global Inc. Common Stock | $4841 | 1.24% | 11887 | $-1371 | |||
| GLD | $4807 | 1.23% | 13049 | $-761 | |||
| CAT Caterpillar, Inc. Common Stock | $4765 | 1.22% | 4475 | $2173 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $4386 | 1.12% | 7550 | $2769 | |||
| UNP Union Pacific Corporation Common Stock | $4281 | 1.10% | 15738 | $640 | |||
| BMY Bristol-Myers Squibb Company Common Stock | $4166 | 1.07% | 72300 | $425 | |||
| JNJ Johnson & Johnson Common Stock | $4117 | 1.05% | 16211 | $610 | |||
| BAC Bank of America Corporation Common Stock | $4016 | 1.03% | 70483 | $288 | |||
| PFE Pfizer, Inc. Common Stock | $3706 | 0.95% | 153923 | $894 | |||
| TSCO Tractor Supply Company - Common Stock | $3594 | 0.92% | 113686 | $1184 | |||
| PEP PepsiCo, Inc. - Common Stock | $3323 | 0.85% | 24544 | $-286 | |||
| CL Colgate-Palmolive Company Common Stock | $3228 | 0.83% | 35213 | $445 | |||
| KO Coca-Cola Company (The) Common Stock | $3215 | 0.82% | 39556 | $450 | |||
| V Visa Inc. | $3138 | 0.80% | 9146 | $-105 | |||
| COST Costco Wholesale Corporation - Common Stock | $2951 | 0.75% | 3155 | $231 | |||
| AFL AFLAC Incorporated Common Stock | $2581 | 0.66% | 22016 | $87 | |||
| MCK McKesson Corporation Common Stock | $2569 | 0.66% | 3400 | $-220 | |||
| T AT&T Inc. | $2549 | 0.65% | 123117 | $-802 | |||
| DE Deere & Company Common Stock | $2524 | 0.65% | 3979 | $671 | |||
| VZ Verizon Communications Inc. Common Stock | $2505 | 0.64% | 59173 | $58 | |||
| LLY Eli Lilly and Company Common Stock | $2440 | 0.62% | 2034 | $254 | |||
| ABT Abbott Laboratories Common Stock | $2428 | 0.62% | 26758 | $-1009 | |||
| SLB SLB Limited Common Shares | $2391 | 0.61% | 51436 | $400 | |||
| ITA ITA | $2345 | 0.60% | 9675 | $268 | |||
| FLR Fluor Corporation Common Stock | $2337 | 0.60% | 44600 | $570 | |||
| BA Boeing Company (The) Common Stock | $2284 | 0.58% | 10550 | $168 | |||
| HII Huntington Ingalls Industries, Inc. Common Stock | $2273 | 0.58% | 8120 | $-488 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $2211 | 0.57% | 6186 | $243 | |||
| EMR Emerson Electric Company Common Stock | $1990 | 0.51% | 13900 | $79 | |||
| SPY SPY | $1983 | 0.51% | 2656 | $172 | |||
| NEE NextEra Energy, Inc. Common Stock | $1943 | 0.50% | 22133 | $105 | |||
| CVX Chevron Corporation Common Stock | $1933 | 0.49% | 11662 | $392 | |||
| NSC Norfolk Southern Corporation Common Stock | $1730 | 0.44% | 5500 | $142 | |||
| PFF iShares Preferred and Income Securities ETF | $1717 | 0.44% | 56325 | $125 | |||
| ITW Illinois Tool Works Inc. Common Stock | $1663 | 0.43% | 6150 | $148 | |||
| MA Mastercard Incorporated Common Stock | $1642 | 0.42% | 3197 | $-183 | |||
| AEP American Electric Power Company, Inc. - Common Stock | $1563 | 0.40% | 11423 | $191 | |||
| MDT Medtronic plc. Ordinary Shares | $1555 | 0.40% | 19871 | $-162 | |||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $1481 | 0.38% | 11898 | $-906 | |||
| RTX RTX Corporation Common Stock | $1458 | 0.37% | 7684 | $49 | |||
| MAR Marriott International - Class A Common Stock | $1445 | 0.37% | 3900 | $235 | |||
| AWK American Water Works Company, Inc. Common Stock | $1265 | 0.32% | 9612 | $-55 | |||
| INTC Intel Corporation - Common Stock | $1250 | 0.32% | 8955 | $920 | |||
| WMT Walmart Inc. - Common Stock | $1239 | 0.32% | 10938 | $43 | |||
| MPC Marathon Petroleum Corporation Common Stock | $1227 | 0.31% | 4800 | $438 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $1065 | 0.27% | 1891 | $-121 | |||
| NOC Northrop Grumman Corporation Common Stock | $1047 | 0.27% | 2055 | $-96 | |||
| FDX FedEx Corporation Common Stock | $1026 | 0.26% | 3275 | $196 | |||
| MAIN Main Street Capital Corporation Common Stock | $983 | 0.25% | 18950 | $-170 | |||
| FITB Fifth Third Bancorp - Common Stock | $972 | 0.25% | 17239 | ऊपर ×1 | |||
| ATO Atmos Energy Corporation Common Stock | $947 | 0.24% | 5500 | $14 | |||
| TJX TJX Companies, Inc. (The) Common Stock | $902 | 0.23% | 5955 | $-13 | |||
| DTM DT Midstream, Inc. Common Stock | $866 | 0.22% | 5900 | $160 | |||
| VTRS Viatris Inc. - Common Stock | $862 | 0.22% | 54304 | $153 | |||
| CRWV CoreWeave, Inc. - Class A Common Stock | $801 | 0.20% | 8050 | $153 | |||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $763 | 0.20% | 1000 | ऊपर ×1 | |||
| DRI Darden Restaurants, Inc. Common Stock | $742 | 0.19% | 3600 | $80 | |||
| GD General Dynamics Corporation Common Stock | $724 | 0.19% | 2045 | $36 | |||
| APH Amphenol Corporation Common Stock | $705 | 0.18% | 4000 | $164 | |||
| DTE DTE Energy Company Common Stock | $701 | 0.18% | 4600 | $108 | |||
| KMB Kimberly-Clark Corporation - Common Stock | $697 | 0.18% | 6350 | $41 | |||
| HACK | $693 | 0.18% | 6600 | $171 | |||
| RH RH Common Stock | $659 | 0.17% | 4000 | $301 | |||
| GDX GDX | $641 | 0.16% | 8500 | $-88 | |||
| DELL Dell Technologies Inc. Class C Common Stock | $604 | 0.15% | 1400 | ऊपर ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $597 | 0.15% | 1420 | $-42 | |||
| D Dominion Energy, Inc. Common Stock | $580 | 0.15% | 8493 | $82 | |||
| ETN Eaton Corporation, PLC Ordinary Shares | $570 | 0.15% | 1337 | $144 | |||
| CP Canadian Pacific Kansas City Limited Common Shares | $562 | 0.14% | 6489 | $84 | |||
| ADP Automatic Data Processing, Inc. - Common Stock | $553 | 0.14% | 2470 | $-82 | |||
| USB U.S. Bancorp Common Stock | $553 | 0.14% | 9161 | $64 | |||
| CRUS Cirrus Logic, Inc. - Common Stock | $550 | 0.14% | 3700 | $112 | |||
| SCHW Charles Schwab Corporation (The) Common Stock | $544 | 0.14% | 5899 | $-45 | |||
| SLV | $538 | 0.14% | 10066 | $-110 | |||
| अज्ञात जारीकर्ता (CUSIP: 438516205) | $526 | 0.13% | 2351 | ऊपर ×1 | |||
| MCD McDonald's Corporation Common Stock | $524 | 0.13% | 1940 | $-84 | |||
| अज्ञात जारीकर्ता (CUSIP: 43849R105) | $519 | 0.13% | 2349 | ऊपर ×1 | |||
| XLK XLK | $511 | 0.13% | 2682 | $38 | |||
| LMT Lockheed Martin Corporation Common Stock | $509 | 0.13% | 1000 | $25 | |||
| GIS General Mills, Inc. Common Stock | $508 | 0.13% | 14608 | $-171 | |||
| CI The Cigna Group Common Stock | $505 | 0.13% | 1832 | $1 | |||
| MAS Masco Corporation Common Stock | $498 | 0.13% | 6125 | $109 | |||
| कोई मिलान नहीं | |||||||
सबसे बड़े नए दांव
इस तिमाही में खोले गए नए पद, सबसे बड़े पहले।
| सुरक्षा | मूल्य | शेयर | % पोर्टफोलियो का |
|---|---|---|---|
| FITB | $972 | 17239 | 0.25% |
| CRWD | $763 | 1000 | 0.20% |
| DELL | $604 | 1400 | 0.15% |
| अज्ञात जारीकर्ता (CUSIP: 438516205) | $526 | 2351 | 0.13% |
| अज्ञात जारीकर्ता (CUSIP: 43849R105) | $519 | 2349 | 0.13% |
| NOW | $496 | 5000 | 0.13% |
| CRM | $313 | 2000 | 0.08% |
| PLTR | $292 | 2500 | 0.07% |
| अज्ञात जारीकर्ता (CUSIP: 314352105) | $247 | 1637 | 0.06% |
| BX | $235 | 2000 | 0.06% |
| SBUX | $219 | 2144 | 0.06% |
| EFA | $208 | 2000 | 0.05% |
| SMCI | $205 | 7000 | 0.05% |
शीर्ष मूवर्स (तिमाही-दर-तिमाही)
बाहर निकली पोजीशन
कॉर्पोरेट घटनाओं (विलय, डिलिस्टिंग) को शामिल करता है — सभी निकास बिक्री नहीं हैं
बंद पोजीशन 13F रिपोर्टिंग परिवर्तनों को दर्शाती हैं; इंडेक्स प्रबंधकों के लिए ये अक्सर यांत्रिक (डीलिस्टिंग, एम एंड ए, इंडेक्स रीबैलेंसिंग) होते हैं, न कि सक्रिय निर्णय।
| सुरक्षा | Quarter | शेयर पहले | मूल्य पहले | निकास के बाद से मूल्य |
|---|---|---|---|---|
| DOW | 30 सितमबर 2025 | 23512 | $622610 | 42.5% |
| F | 30 सितमबर 2025 | 36067 | $391327 | 16.9% |
| GLTR | 31 दिसमबर 2025 | 2000 | $330900 | अब ट्रैक नहीं किया जा रहा है |
| GEV | 31 दिसमबर 2025 | 500 | $307450 | 48.6% |
| MKC | 30 सितमबर 2025 | 2670 | $202440 | -15.5% |
| DOV | 30 सितमबर 2025 | 1100 | $201553 | 20.2% |
| DEO | 31 मार्च 2025 | 5700 | $725 | -10.7% |
| RTX | 30 जून 2025 | 5369 | $711 | 48.8% |
| BDX | 30 जून 2025 | 1152 | $264 | 38.4% |
| RSG | 30 जून 2025 | 1000 | $242 | -10.4% |
| CDW | 30 जून 2025 | 1404 | $225 | -22.0% |
| DHR | 31 मार्च 2025 | 917 | $211 | 4.7% |
| SBUX | 30 जून 2025 | 2144 | $210 | 14.9% |
| DOV | 31 मार्च 2025 | 1100 | $207 | 14.2% |