Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SS&H FINANCIAL ADVISORS INC | 05-09-2024 | 03-31-2024 | 115 | 240,090,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | COM | 1 | $21,153,000 | 105,611 | 8.81 | 7.71 | -1,275 | -1.19 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $16,682,000 | 39,652 | 6.95 | 6.43 | -675 | -1.67 | 03-31-2024 |
| APPLE INC | COM | 3 | $13,532,000 | 78,913 | 5.64 | 6.44 | 50 | 0.06 | 03-31-2024 |
| NVIDIA CORPORATION | COM | 4 | $12,877,000 | 14,252 | 5.36 | 3.07 | -350 | -2.40 | 03-31-2024 |
