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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
TSCOTractor Supply Co
Recent Activity
Increased 413.92%
0.94%
$2.557M
48,180 shares@ $53.08 avg price
NEENextera Energy Inc
Recent Activity
Increased 0.77%
0.74%
$2.015M
28,093 shares@ $71.73 avg price
MAMastercard Incorporated
Recent Activity
Increased 1.76%
0.61%
$1.648M
3,129 shares@ $526.69 avg price
SLBSchlumberger Ltd
Recent Activity
Increased 12.66%
0.6%
$1.622M
42,291 shares@ $38.36 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.31%
0.57%
$1.557M
2,656 shares@ $586.22 avg price
AWKAmerican Wtr Wks Co Inc New
Recent Activity
Increased 3.51%
0.55%
$1.508M
12,110 shares@ $124.53 avg price
BABoeing Co
Recent Activity
Increased 7.26%
0.54%
$1.466M
8,280 shares@ $177.06 avg price
CVXChevron Corp New
Recent Activity
Increased 2.74%
0.52%
$1.407M
9,708 shares@ $144.94 avg price
AEPAmerican Elec Pwr Co Inc
Recent Activity
Increased 3.37%
0.51%
$1.379M
14,942 shares@ $92.3 avg price
PFFIshares Tr
Recent Activity
Increased 2.95%
0.4%
$1.098M
34,900 shares@ $31.47 avg price