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| Happy Holidays!! thanks for using AUM13F!! |
| SS&H Financial Advisors Inc
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| CRD # | 112256 |
| SEC # | 801-17015 |
| CIK # | 0001911735 |
| AUM | $347.3 M (2025-02-13) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 248-538-9755 |
| Address | 50 W Big Beaver Rd Suite 225 Troy, MI 48084 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001911735 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| J P Morgan Chase & Co | 30.6 | |
| Nvidia Corp | 22.3 | |
| Microsoft Corp | 21.1 | |
| Apple Inc | 15.0 | |
| Procter & Gamble Co | 10.5 | |
| AbbVie Inc | 9.1 | |
| Oracle Corp | 9.1 | |
| Amazon Com Inc | 8.3 | |
| International Business Machines Corp | 7.4 | |
| McGraw-hill Companies Inc | 6.3 | |
| Sherwin Williams Co | 6.0 | |
| Exxon Mobil Corp | 5.8 | |
| Cisco Systems Inc | 4.7 | |
| Alphabet Inc | 4.5 | |
| SPDR Gold Trust | 4.3 | |
| Merck & Co Inc | 4.2 | |
| Abbott Laboratories | 3.9 | |
| AT&T Inc | 3.9 | |
| General Electric Co | 3.9 | |
| Union Pacific Corp | 3.6 | |
| PepsiCo Inc | 3.4 | |
| Amgen Inc | 3.3 | |
| VISA Inc | 3.3 | |
| Corning Inc /NY | 3.3 | |
| Colgate Palmolive Co | 3.2 | |
| Bank of America Corp /DE/ | 3.2 | |
| Costco Wholesale Corp /NEW | 3.1 | |
| Coca Cola Co | 2.8 | |
| Verizon Communications Inc | 2.7 | |
| Accenture PLC | 2.7 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 49 | 18.4 |
| (b) Individuals (high net worth individuals) | 60 | 328.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 249 | 347.3 |
| By Discretionary | ||
| Discretionary | 247 | 328.0 |
| Non-Discretionary | 2 | 19.2 |
| Total | 249 | 347.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 347.3 | |
| Total | 249 | 347.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001911735] |
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|---|---|---|
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