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Robert Sinnaeve

@Ss&h Financial Advisors, Inc.

Latest period2024 - Q4ReportedManaged Assets$274.5MTotal holdings122
Assets growth rate0%Assets growth rate (2-Q avg)3.59%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ss&h Financial Advisors, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 122 positions.

Assets under management

The assets under management (AUM) of Ss&h Financial Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 274.5M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 3.59%. The portfolio is managed by Robert Sinnaeve, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JPMJpmorgan Chase & Co.
Recent Activity
9.31%
$25.537M
106,532 shares@ $239.72 avg price
AAPLApple Inc
Recent Activity
Decreased -0.18%
7.37%
$20.218M
80,736 shares@ $250.43 avg price
NVDANvidia Corporation
Recent Activity
Decreased -3.62%
6.9%
$18.935M
140,995 shares@ $134.3 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.23%
6.88%
$18.878M
44,786 shares@ $421.52 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.45%
3.47%
$9.506M
43,327 shares@ $219.41 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -0.86%
2.74%
$7.498M
44,721 shares@ $167.67 avg price
ABBVAbbvie Inc
Recent Activity
Increased 0.45%
2.69%
$7.368M
41,459 shares@ $177.72 avg price
ORCLOracle Corp
Recent Activity
Decreased -0.11%
2.61%
$7.145M
42,874 shares@ $166.66 avg price
SPGIS&p Global Inc
Recent Activity
2.16%
$5.921M
11,887 shares@ $498.11 avg price
IBMInternational Business Machs
Recent Activity
Decreased -0.27%
2.01%
$5.511M
25,065 shares@ $219.87 avg price