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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 $299,325,445
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Jpmorgan Chase & Co
 JPM 105,540 $30,597,102 10.22%
2.
Nvidia Corp
 NVDA 141,056 $22,285,497 7.45%
3.
Microsoft Corp
 MSFT 42,428 $21,104,182 7.05%
4.
Apple Inc.
 AAPL 73,116 $15,001,228 5.01%
5.
Procter & Gamble Co
 PG 66,161 $10,540,771 3.52%
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)