• 13F History

SS&H Financial Advisors, Inc.

13F Filings History

Latest 13F report
Q1 2025 - Apr 10, 2025
Value $
$268M
Signature - Title
Robert Sinnaeve - CCO
Location
Troy, MI
Summary
This page shows a list of all the recent 13F filings made by SS&H Financial Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SS&H Financial Advisors, Inc. reported 122 stock holdings with total value $268M as of Q1 2025. Top holdings included JPM, AAPL, MSFT, NVDA, and ABBV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 122 $268M +$2.8M -$4.92M -$2.13M JPM, AAPL, MSFT, NVDA, ABBV 13F-HR 4/10/2025, 12:47 PM
Q4 2024 122 $275M +$7.76M -$7.08M +$682K JPM, AAPL, NVDA, MSFT, AMZN 13F-HR 1/14/2025, 09:32 AM
Q3 2024 126 $275M +$5.92M -$1.72M +$4.19M JPM, MSFT, AAPL, NVDA, ABBV 13F-HR 10/9/2024, 10:06 AM
Q2 2024 119 $256M +$24.6M -$1.73M +$22.9M JPM, MSFT, NVDA, AAPL, AMZN 13F-HR 9/10/2024, 02:37 PM
Q1 2024 114 $240M +$2.75M -$21.5M -$18.7M JPM, MSFT, AAPL, NVDA, ABBV 13F-HR 5/9/2024, 11:38 AM
Q4 2023 116 $236M +$5.63M -$3.35M +$2.28M JPM, AAPL, MSFT, PG, ABBV 13F-HR 2/13/2024, 11:21 AM
Q3 2023 117 $214M +$6.54M -$10.7M -$4.19M JPM, AAPL, MSFT, PG, ABBV 13F-HR 10/18/2023, 04:09 PM
Q1 2023 118 $218M +$6.63M -$3.55M +$3.07M JPM, AAPL, MSFT, PG, ABBV 13F-HR 5/4/2023, 11:04 AM
Q4 2022 113 $210M +$1.84M -$9.07M -$7.22M JPM, AAPL, PG, MSFT, ABBV Restatement 2/9/2023, 01:20 PM
Q3 2022 113 $194M +$7.36M -$4.23M +$3.13M AAPL, JPM, MSFT, PG, ABBV 13F-HR 11/2/2022, 01:58 PM
Q2 2022 120 $217M +$5.05M -$4.36M +$684K AAPL, MSFT, JPM, PG, ABBV 13F-HR 7/14/2022, 10:31 AM
Q1 2022 127 $256M AAPL, MSFT, JPM, PG, ABBV 13F-HR 5/13/2022, 01:06 PM