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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 $274,500
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Jpmorgan Chase & Co
 JPM 106,532 $25,537 9.3%
2.
Apple Inc.
 AAPL 80,736 $20,218 7.36%
3.
Nvidia Corp
 NVDA 140,995 $18,935 6.89%
4.
Microsoft Corp
 MSFT 44,786 $18,878 6.87%
5.
Amazon Com Inc
 AMZN 43,327 $9,506 3.46%
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)