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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
MSFTMicrosoft Corp
Recent Activity
Increased 0.23%
6.88%
$18.878M
44,786 shares@ $421.52 avg price
ABBVAbbvie Inc
Recent Activity
Increased 0.45%
2.69%
$7.368M
41,459 shares@ $177.72 avg price
GOOGAlphabet Inc
Recent Activity
Increased 1.04%
1.7%
$4.64M
24,360 shares@ $190.48 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 0.14%
1.49%
$4.072M
37,847 shares@ $107.6 avg price
MRKMerck & Co Inc
Recent Activity
Increased 0.75%
1.47%
$4.016M
40,362 shares@ $99.5 avg price
AMGNAmgen Inc
Recent Activity
Increased 8.44%
1.22%
$3.344M
12,828 shares@ $260.68 avg price
BMYBristol-myers Squibb Co
Recent Activity
Increased 10.29%
1.12%
$3.049M
53,900 shares@ $56.57 avg price
VVisa Inc
Recent Activity
Increased 1.56%
1.1%
$3.016M
9,540 shares@ $316.15 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 6.88%
1.06%
$2.891M
3,154 shares@ $916.62 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 1.88%
0.96%
$2.627M
10,849 shares@ $242.15 avg price