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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
COPConocophillips
Recent Activity
Increased 266.09%
0.4%
$1.083M
10,913 shares@ $99.24 avg price
HIIHuntington Ingalls Inds Inc
Recent Activity
Increased 15.1%
0.35%
$944,000
4,995 shares@ $188.99 avg price
DOWDow Inc
Recent Activity
Increased 14.84%
0.34%
$930,000
23,151 shares@ $40.18 avg price
ZTSZoetis Inc
Recent Activity
Increased 9.77%
0.34%
$916,000
5,618 shares@ $163.05 avg price
LLYEli Lilly & Co
Recent Activity
Increased 18.25%
0.32%
$876,000
1,134 shares@ $772.49 avg price
ADBEAdobe Inc
Recent Activity
Increased 14.54%
0.26%
$701,000
1,576 shares@ $444.8 avg price
GPNGlobal Pmts Inc
Recent Activity
Increased 14.82%
0.2%
$534,000
4,759 shares@ $112.21 avg price
ORealty Income Corp
Recent Activity
Increased 16.18%
0.12%
$314,000
5,867 shares@ $53.52 avg price