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Home > Institutional Investor > Ss&h Financial Advisors, Inc. > Profile

Instuitional Investor - Ss&h Financial Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Ss&h Financial Advisors, Inc.
Portfolio Value $268,057
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Jpmorgan Chase & Co
 JPM 105,398 $25,854 9.64%
2.
Apple Inc.
 AAPL 79,866 $17,741 6.62%
3.
Microsoft Corp
 MSFT 43,870 $16,468 6.14%
4.
Nvidia Corp
 NVDA 142,765 $15,473 5.77%
5.
Abbvie Inc.
 ABBV 40,886 $8,567 3.2%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)