13F HOLDINGS REPORT
SS&H Financial Advisors, Inc.
Quarter ended Q4 2025 · Filed January 20, 2026 · Accession 0001911735-26-000001
Total Value
$342,718
Positions
125
Other Managers
0
Confidential Omitted
No
Holdings (125)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO. | VYLD | 105,290 | $33,927 | 9.90% |
| 2 | NVIDIA CORPORATION | NVDA | 133,291 | $24,859 | 7.25% |
| 3 | MICROSOFT CORP | MSFT | 41,673 | $20,154 | 5.88% |
| 4 | APPLE INC | AAPL | 73,166 | $19,891 | 5.80% |
| 5 | ABBVIE INC | ABBV | 48,616 | $11,108 | 3.24% |
| 6 | AMAZON COM INC | AMZN | 41,080 | $9,482 | 2.77% |
| 7 | ORACLE CORP | ORCL-PD | 47,650 | $9,287 | 2.71% |
| 8 | PROCTER AND GAMBLE CO | 742718109 | 62,660 | $8,980 | 2.62% |
| 9 | ALPHABET INC | GOOG | 27,660 | $8,680 | 2.53% |
| 10 | INTERNATIONAL BUSINESS MACHS | INTR | 24,910 | $7,379 | 2.15% |
| 11 | MERCK & CO INC | MRK | 65,293 | $6,873 | 2.01% |
| 12 | EXXON MOBIL CORP | XOM | 54,556 | $6,565 | 1.92% |
| 13 | S&P GLOBAL INC | SPGI | 11,887 | $6,212 | 1.81% |
| 14 | AMGEN INC | AMGN | 18,003 | $5,893 | 1.72% |
| 15 | MICRON TECHNOLOGY INC | MU | 20,615 | $5,884 | 1.72% |
| 16 | SPDR GOLD TR | GLD | 14,049 | $5,568 | 1.62% |
| 17 | CORNING INC | GLW | 62,517 | $5,474 | 1.60% |
| 18 | CISCO SYS INC | CSCO | 66,756 | $5,142 | 1.50% |
| 19 | SHERWIN WILLIAMS CO | SHW | 15,030 | $4,870 | 1.42% |
| 20 | GE AEROSPACE | 369604301 | 14,959 | $4,608 | 1.34% |
| 21 | LAM RESEARCH CORP | LRCX | 25,010 | $4,281 | 1.25% |
| 22 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 69,350 | $3,741 | 1.09% |
| 23 | BANK AMERICA CORP | 060505104 | 67,783 | $3,728 | 1.09% |
| 24 | UNION PAC CORP | UNP | 15,738 | $3,641 | 1.06% |
| 25 | PEPSICO INC | PEP | 25,144 | $3,609 | 1.05% |
| 26 | JOHNSON & JOHNSON | JNJ | 16,946 | $3,507 | 1.02% |
| 27 | ABBOTT LABS | ABLZF | 27,433 | $3,437 | 1.00% |
| 28 | AT&T INC | T-PC | 134,906 | $3,351 | 0.98% |
| 29 | VISA INC | V | 9,246 | $3,243 | 0.95% |
| 30 | PFIZER INC | PFE | 112,943 | $2,812 | 0.82% |
| 31 | MCKESSON CORP | MCK | 3,400 | $2,789 | 0.81% |
| 32 | COLGATE PALMOLIVE CO | CL | 35,213 | $2,783 | 0.81% |
| 33 | COCA COLA CO | KO | 39,556 | $2,765 | 0.81% |
| 34 | HUNTINGTON INGALLS INDS INC | 446413106 | 8,120 | $2,761 | 0.81% |
| 35 | COSTCO WHSL CORP NEW | 22160K105 | 3,155 | $2,720 | 0.79% |
| 36 | CATERPILLAR INC | CAT | 4,525 | $2,592 | 0.76% |
| 37 | AFLAC INC | AFL | 22,616 | $2,494 | 0.73% |
| 38 | VERIZON COMMUNICATIONS INC | VZ | 60,073 | $2,447 | 0.71% |
| 39 | TRACTOR SUPPLY CO | TSCO | 48,186 | $2,410 | 0.70% |
| 40 | ACCENTURE PLC IRELAND | ACN | 8,898 | $2,387 | 0.70% |
| 41 | ELI LILLY & CO | LLY | 2,034 | $2,186 | 0.64% |
| 42 | BOEING CO | BA-PA | 9,745 | $2,116 | 0.62% |
| 43 | ISHARES TR | 464288760 | 9,675 | $2,077 | 0.61% |
| 44 | SLB LIMITED | SLB | 51,886 | $1,991 | 0.58% |
| 45 | ALPHABET INC | GOOG | 6,286 | $1,968 | 0.57% |
| 46 | EMERSON ELEC CO | EMR | 14,400 | $1,911 | 0.56% |
| 47 | DEERE & CO | DE | 3,979 | $1,853 | 0.54% |
| 48 | NEXTERA ENERGY INC | NEE-PW | 22,893 | $1,838 | 0.54% |
| 49 | MASTERCARD INCORPORATED | MA | 3,197 | $1,825 | 0.53% |
| 50 | SPDR S&P 500 ETF TR | SPY | 2,656 | $1,811 | 0.53% |
| 51 | FLUOR CORP NEW | FLR | 44,600 | $1,767 | 0.52% |
| 52 | MEDTRONIC PLC | MDT | 17,871 | $1,717 | 0.50% |
| 53 | ADVANCED MICRO DEVICES INC | AMD | 7,550 | $1,617 | 0.47% |
| 54 | ISHARES TR | 464288687 | 51,425 | $1,592 | 0.46% |
| 55 | NORFOLK SOUTHN CORP | 655844108 | 5,500 | $1,588 | 0.46% |
| 56 | CHEVRON CORP NEW | CVX | 10,112 | $1,541 | 0.45% |
| 57 | ILLINOIS TOOL WKS INC | 452308109 | 6,150 | $1,515 | 0.44% |
| 58 | RTX CORPORATION | RTX | 7,684 | $1,409 | 0.41% |
| 59 | AMERICAN ELEC PWR CO INC | 025537101 | 11,898 | $1,372 | 0.40% |
| 60 | AMERICAN WTR WKS CO INC NEW | 030420103 | 10,112 | $1,320 | 0.39% |
| 61 | MARRIOTT INTL INC NEW | 571903202 | 3,900 | $1,210 | 0.35% |
| 62 | WALMART INC | WMT | 10,738 | $1,196 | 0.35% |
| 63 | META PLATFORMS INC | META | 1,796 | $1,186 | 0.35% |
| 64 | MAIN STR CAP CORP | 56035L104 | 19,100 | $1,153 | 0.34% |
| 65 | NORTHROP GRUMMAN CORP | NOC | 2,005 | $1,143 | 0.33% |
| 66 | CONOCOPHILLIPS | COP | 10,913 | $1,022 | 0.30% |
| 67 | ATMOS ENERGY CORP | ATO | 5,565 | $933 | 0.27% |
| 68 | HONEYWELL INTL INC | 438516106 | 4,702 | $917 | 0.27% |
| 69 | TJX COS INC NEW | 872540109 | 5,955 | $915 | 0.27% |
| 70 | FEDEX CORP | FDX | 2,875 | $830 | 0.24% |
| 71 | MARATHON PETE CORP | MARA | 4,850 | $789 | 0.23% |
| 72 | COMERICA INC | 200340107 | 8,595 | $747 | 0.22% |
| 73 | VANECK ETF TRUST | 92189F106 | 8,500 | $729 | 0.21% |
| 74 | VIATRIS INC | VTRS | 56,911 | $709 | 0.21% |
| 75 | DT MIDSTREAM INC | DTM | 5,900 | $706 | 0.21% |
| 76 | GENERAL DYNAMICS CORP | GD | 2,045 | $688 | 0.20% |
| 77 | GENERAL MLS INC | 370334104 | 14,608 | $679 | 0.20% |
| 78 | DARDEN RESTAURANTS INC | DRI | 3,600 | $662 | 0.19% |
| 79 | KIMBERLY-CLARK CORP | KMB | 6,500 | $656 | 0.19% |
| 80 | COREWEAVE INC | CRWV | 9,050 | $648 | 0.19% |
| 81 | ISHARES SILVER TR | SLV | 10,066 | $648 | 0.19% |
| 82 | TESLA INC | TSLA | 1,420 | $639 | 0.19% |
| 83 | AUTOMATIC DATA PROCESSING IN | ADP | 2,470 | $635 | 0.19% |
| 84 | MCDONALDS CORP | MCD | 1,990 | $608 | 0.18% |
| 85 | DTE ENERGY CO | DTK | 4,600 | $593 | 0.17% |
| 86 | SCHWAB CHARLES CORP | SCHW-PJ | 5,899 | $589 | 0.17% |
| 87 | INTUIT | INTU | 855 | $566 | 0.17% |
| 88 | AMPHENOL CORP NEW | 032095101 | 4,000 | $541 | 0.16% |
| 89 | AMPLIFY ETF TR | 032108664 | 6,500 | $522 | 0.15% |
| 90 | INVESCO EXCHANGE TRADED FD T | IVZ | 7,200 | $507 | 0.15% |
| 91 | THE CIGNA GROUP | 125523100 | 1,832 | $504 | 0.15% |
| 92 | DOMINION ENERGY INC | D | 8,493 | $498 | 0.15% |
| 93 | STRYKER CORPORATION | SYK | 1,400 | $492 | 0.14% |
| 94 | US BANCORP DEL | USB-PS | 9,161 | $489 | 0.14% |
| 95 | LOCKHEED MARTIN CORP | LMT | 1,000 | $484 | 0.14% |
| 96 | CANADIAN PACIFIC KANSAS CITY | CP | 6,489 | $478 | 0.14% |
| 97 | SELECT SECTOR SPDR TR | 81369Y803 | 3,282 | $473 | 0.14% |
| 98 | CIRRUS LOGIC INC | CRUS | 3,700 | $438 | 0.13% |
| 99 | EATON CORP PLC | ETN | 1,337 | $426 | 0.12% |
| 100 | ESSENTIAL UTILS INC | 29670G102 | 11,074 | $425 | 0.12% |
| 101 | ZOETIS INC | ZTS | 3,300 | $415 | 0.12% |
| 102 | MASCO CORP | MAS | 6,125 | $389 | 0.11% |
| 103 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 4,609 | $378 | 0.11% |
| 104 | SHOPIFY INC | SHOP | 2,320 | $373 | 0.11% |
| 105 | LUMEN TECHNOLOGIES INC | LUMN | 46,943 | $365 | 0.11% |
| 106 | RH | RH | 2,000 | $358 | 0.10% |
| 107 | GOLDMAN SACHS GROUP INC | GSCE | 400 | $352 | 0.10% |
| 108 | HOME DEPOT INC | HD | 995 | $342 | 0.10% |
| 109 | INTEL CORP | INTC | 8,955 | $330 | 0.10% |
| 110 | LAUDER ESTEE COS INC | 518439104 | 3,030 | $317 | 0.09% |
| 111 | REALTY INCOME CORP | O | 5,449 | $307 | 0.09% |
| 112 | GLOBAL PMTS INC | 37940X102 | 3,795 | $294 | 0.09% |
| 113 | BROADCOM INC | AVGO | 820 | $284 | 0.08% |
| 114 | SELECT SECTOR SPDR TR | 81369Y407 | 2,334 | $279 | 0.08% |
| 115 | NIKE INC | NKE | 4,218 | $269 | 0.08% |
| 116 | CLOROX CO DEL | CLX | 2,600 | $262 | 0.08% |
| 117 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 488 | $245 | 0.07% |
| 118 | SMUCKER J M CO | 832696405 | 2,450 | $240 | 0.07% |
| 119 | BP PLC | BPPFF | 6,480 | $225 | 0.07% |
| 120 | AIR PRODS & CHEMS INC | AIIR | 907 | $224 | 0.07% |
| 121 | ISHARES TR | 464287200 | 316 | $216 | 0.06% |
| 122 | DOVER CORP | DOV | 1,100 | $215 | 0.06% |
| 123 | NETFLIX INC | NFLX | 2,250 | $211 | 0.06% |
| 124 | ALTRIA GROUP INC | MO | 3,550 | $205 | 0.06% |
| 125 | ADOBE INC | ADBE | 576 | $202 | 0.06% |