SS&H Financial Advisors, Inc.
- SEC CIK
- 0001911735
- 最新申報
- 2026/8/4
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/9 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 113
- 較 2022 年第 3 季 0
- 總值
- $2.10 億
- 較 2022 年第 3 季 +$1,646 萬 (+8.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| JPMJPMorgan Chase & Co | Stock | 103,286 | $1,385 萬 | 6.6% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 86,660 | $1,126 萬 | 5.4% | +50+0.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 73,083 | $1,108 萬 | 5.3% | −500−0.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 42,134 | $1,010 萬 | 4.8% | −2,475−5.5% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 54,905 | $887.3 萬 | 4.2% | −6,000−9.9% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 54,984 | $606.5 萬 | 2.9% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 30,199 | $545.6 萬 | 2.6% | −5,000−14.2% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 45,900 | $509.3 萬 | 2.4% | −5,000−9.8% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 96,890 | $496.5 萬 | 2.4% | 00.0% | 不變 | 歷史 |
| SHWSherwin Williams Co | COM | 18,571 | $440.7 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| SPGIS&P Global Inc. | Stock | 12,637 | $423.3 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 22,320 | $394.3 萬 | 1.9% | −4,300−16.2% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 27,529 | $387.9 萬 | 1.8% | −100−0.4% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 17,738 | $367.3 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| Abbott Labs500648100 | COM | 30,825 | $338.4 萬 | 1.6% | −10,000−24.5% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 70,731 | $337.0 萬 | 1.6% | −4,000−5.4% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 45,975 | $330.8 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 40,068 | $327.5 萬 | 1.6% | −7,000−14.9% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 41,313 | $325.5 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 38,605 | $324.3 萬 | 1.5% | +7,830+25.4% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 44,606 | $283.7 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 10,364 | $276.6 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 29,910 | $250.0 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| TSCOTractor Supply Co | COM | 10,475 | $235.7 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 10,865 | $225.7 萬 | 1.1% | +10.0% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 30,606 | $220.2 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 54,721 | $215.6 萬 | 1.0% | −9,277−14.5% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 18,378 | $215.0 萬 | 1.0% | −100−0.5% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 64,233 | $212.7 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| GLWCorning Inc | COM | 65,675 | $209.8 萬 | 1.0% | −942−1.4% | 減碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 13,175 | $200.8 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 13,180 | $192.6 萬 | 0.9% | +3,730+39.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 10,630 | $190.8 萬 | 0.9% | +50+0.5% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 10,869 | $184.4 萬 | 0.9% | +200+1.9% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 94,564 | $174.1 萬 | 0.8% | −610−0.6% | 減碼 | 歷史 |
| FLRFluor Corp | Stock | 50,000 | $173.3 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 7,650 | $168.5 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 6,500 | $160.2 萬 | 0.8% | −50−0.8% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 3,715 | $159.3 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 16,865 | $149.6 萬 | 0.7% | +1,000+6.3% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 48,675 | $148.6 萬 | 0.7% | −37,633−43.6% | 減碼 | – |
| AEPAmerican Electric Power Co Inc | Stock | 15,651 | $148.6 萬 | 0.7% | +50.0% | 加碼 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 38,315 | $143.1 萬 | 0.7% | −200−0.5% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 14,600 | $140.2 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 52,766 | $139.5 萬 | 0.7% | −3,000−5.4% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 16,359 | $137.1 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 16,108 | $135.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | COM | 3,191 | $134.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 7,450 | $132.8 萬 | 0.6% | −100−1.3% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,797 | $127.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MCKMcKesson Corp | Stock | 3,400 | $127.5 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MUMicron Technology Inc | Stock | 25,315 | $126.5 萬 | 0.6% | −2,000−7.3% | 減碼 | 歷史 |
| MMM3M Co | Stock | 10,075 | $120.8 萬 | 0.6% | −1,600−13.7% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 5,550 | $118.9 萬 | 0.6% | −400−6.7% | 減碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 4,580 | $113.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GPNGlobal Payments Inc | Stock | 10,860 | $107.9 萬 | 0.5% | −1,050−8.8% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 4,079 | $107.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 4,590 | $105.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| DTEDte Energy Co | COM | 8,775 | $103.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| KMBKimberly Clark Corp | Stock | 7,319 | $99.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,591 | $99.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| VTRSViatris Inc | Stock | 88,236 | $98.2 萬 | 0.5% | −1,099−1.2% | 減碼 | 歷史 |
| DOWDow Inc. | Stock | 18,268 | $92.1 萬 | 0.4% | −1,450−7.4% | 減碼 | 歷史 |
| MAINMain Street Capital CORP | CEF | 24,600 | $90.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 3,625 | $86.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| DDominion Energy, Inc | Stock | 13,643 | $83.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| DRIDarden Restaurants Inc | COM | 5,810 | $80.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 9,020 | $79.6 萬 | 0.4% | −500−5.3% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 5,400 | $79.1 萬 | 0.4% | −2,000−27.0% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,355 | $73.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ATOAtmos Energy Corp | COM | 6,370 | $71.4 萬 | 0.3% | −30−0.5% | 減碼 | 歷史 |
| CMAComerica Inc | COM | 10,341 | $69.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,800 | $66.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MARMarriott International Inc | Stock | 4,300 | $64.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 13,074 | $62.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 1,785 | $62.1 萬 | 0.3% | −25−1.4% | 減碼 | 歷史 |
| CICigna Group | Stock | 1,832 | $60.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 2,945 | $56.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 6,800 | $54.1 萬 | 0.3% | −200−2.9% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 4,650 | $54.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 7,065 | $52.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 3,200 | $50.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CLXClorox Co | Stock | 3,550 | $49.8 萬 | 0.2% | −100−2.7% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 2,750 | $47.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| INTUIntuit Inc. | Stock | 1,208 | $47.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 1,900 | $46.5 萬 | 0.2% | −100−5.0% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,376 | $46.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 10,400 | $45.8 萬 | 0.2% | +100+1.0% | 加碼 | – |
| ORealty Income Corp | REIT | 7,200 | $45.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| USBUS Bancorp DE | COM NEW | 10,016 | $43.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SLBSLB Limited | Stock | 8,051 | $43.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Raytheon Technologies Corp755111507 | COM | 4,214 | $42.5 萬 | 0.2% | 00.0% | 不變 | – |
| MASMasco Corp | COM | 9,000 | $42.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 4,144 | $41.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 11,480 | $40.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MROMarathon Oil Corp | COM | 14,533 | $39.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 5,425 | $38.6 萬 | 0.2% | −250−4.4% | 減碼 | 歷史 |
| FFord Motor Co | Stock | 32,750 | $38.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 7,200 | $37.1 萬 | 0.2% | 00.0% | 不變 | – |
| MKCMcCormick & Co Inc | Stock | 4,170 | $34.6 萬 | 0.2% | −3,100−42.6% | 減碼 | 歷史 |
2022 年第 3 季之後清倉（2 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。