Ssh-Financial-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GDX",
  null,
  "MU",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "MAIN",
  "GOOGL",
  "T",
  "CAT",
  "CP.TO",
  "D",
  "WTRG",
  "GIS",
  "HON",
  "HD",
  "MCD",
  "INTU",
  "UNP",
  "ITW",
  "EMR",
  "META",
  "LRCX",
  "MPC",
  "MA",
  "MDT",
  "MSFT",
  "GE",
  "ORCL",
  "NOC",
  "PEP",
  "IVV",
  "DOW",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "INTC",
  "GEHC",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "MKC",
  "AMGN",
  "MAS",
  "SPGI",
  "SHOP",
  "SLB",
  "O",
  "RTX",
  "GLD",
  "RSG",
  "IBM",
  "SYK",
  "SBUX",
  "CI",
  "TJX",
  "DTM",
  "SCHW",
  null,
  "TSCO",
  null,
  "GPN",
  "ATO",
  "AFL",
  "APH",
  "EL",
  "DRI",
  "F",
  "AEP",
  "AMZN",
  null,
  "HII",
  "USB",
  "VTRS",
  "V",
  "WMT",
  "DTE",
  "FLR",
  "NSC",
  "SJM",
  null,
  "MCK",
  "FDX",
  "KMB",
  "ADP",
  "BAC",
  "BRK-B",
  "BDX",
  "BA",
  "BMY",
  "CDW",
  "CVX",
  "CRUS",
  "CSCO",
  "CLX",
  "KO",
  "CMA",
  "CL",
  "COP",
  "COST",
  "GLW",
  "DE",
  null,
  "NEE",
  "NKE",
  "MAR",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "AWK",
  "MO",
  "XLK",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-10
Total Holdings: 122
Total Value: 268057
Accession Number: 0001911735-25-000002
Form Type: 13F-HR
CIK: ssh-financial-advisors
Manager Name: Ssh-Financial-Advisors

Data Enrichment

95% identified

116 identified6 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

122 positions • $268.1K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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JOHNSON & JOHNSON

JNJ|478160104

Shares:19.5K

Value:$3.2M

% of Portfolio:1205.0% ($3.2M/$268.1K)

SPDR GOLD TRUST

GLD|78463V107

Shares:10.8K

Value:$3.1M

% of Portfolio:1166.2% ($3.1M/$268.1K)

COLGATE PALMOLIVE CO

CL|194162103

Shares:32.8K

Value:$3.1M

% of Portfolio:1147.9% ($3.1M/$268.1K)

GENERAL ELECTRIC CO

GE|369604301

Shares:15.0K

Value:$3.0M

% of Portfolio:1116.9% ($3.0M/$268.1K)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:3.2K

Value:$3.0M

% of Portfolio:1112.8% ($3.0M/$268.1K)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:68.5K

Value:$2.9M

% of Portfolio:1066.9% ($2.9M/$268.1K)

COCA COLA CO

KO|191216100

Shares:39.6K

Value:$2.8M

% of Portfolio:1056.9% ($2.8M/$268.1K)

CORNING INC /NY

GLW|219350105

Shares:61.7K

Value:$2.8M

% of Portfolio:1053.9% ($2.8M/$268.1K)

Accenture plc

ACN|G1151C101

Shares:9.0K

Value:$2.8M

% of Portfolio:1050.5% ($2.8M/$268.1K)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:61.4K

Value:$2.8M

% of Portfolio:1039.3% ($2.8M/$268.1K)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:48.2K

Value:$2.7M

% of Portfolio:990.5% ($2.7M/$268.1K)

AFLAC INC

AFL|001055102

Shares:23.8K

Value:$2.6M

% of Portfolio:987.5% ($2.6M/$268.1K)

ABBOTT LABORATORIES

ABT|002824100

Shares:17.5K

Value:$2.3M

% of Portfolio:867.7% ($2.3M/$268.1K)

MCKESSON CORP

MCK|58155Q103

Shares:3.4K

Value:$2.3M

% of Portfolio:853.5% ($2.3M/$268.1K)

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:51.4K

Value:$2.1M

% of Portfolio:802.1% ($2.1M/$268.1K)

LAM RESEARCH CORP

LRCX|512807306

Shares:28.9K

Value:$2.1M

% of Portfolio:784.2% ($2.1M/$268.1K)

NEXTERA ENERGY INC

NEE|65339F101

Shares:28.1K

Value:$2.0M

% of Portfolio:743.1% ($2.0M/$268.1K)

464288760

Shares:12.7K

Value:$1.9M

% of Portfolio:724.1% ($1.9M/$268.1K)

DEERE & CO

DE|244199105

Shares:4.0K

Value:$1.9M

% of Portfolio:696.9% ($1.9M/$268.1K)

MICRON TECHNOLOGY INC

MU|595112103

Shares:20.8K

Value:$1.8M

% of Portfolio:673.0% ($1.8M/$268.1K)

Instrument	Shares		Other Manager	Value	% of Portfolio
JOHNSON & JOHNSON(JNJcusip478160104)	19.5K	QoQ -1.68% (-334) YoY -2.49% (-499)	All Managers (Combined)	$3.2M	1205.0% ($3.2M/$268.1K)	QoQ +12.73% (-$0) YoY +2.24% (-$0)
SPDR GOLD TRUST(GLDcusip78463V107)	10.8K	QoQ 0.00% (+0) YoY +4.32% (+450)	All Managers (Combined)	$3.1M	1166.2% ($3.1M/$268.1K)	QoQ +18.99% (+$0) YoY +46.14% (+$1)
COLGATE PALMOLIVE CO(CLcusip194162103)	32.8K	QoQ -2.08% (-700) YoY -2.08% (-700)	All Managers (Combined)	$3.1M	1147.9% ($3.1M/$268.1K)	QoQ +0.88% (-$0) YoY +1.88% (-$0)
GENERAL ELECTRIC CO(GEcusip369604301)	15.0K	QoQ 0.00% (+0) YoY -0.82% (-125)	All Managers (Combined)	$3.0M	1116.9% ($3.0M/$268.1K)	QoQ +19.95% (+$0) YoY +13.10% (-$0)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	3.2K	QoQ +0.03% (+1) YoY +14.43% (+398)	All Managers (Combined)	$3.0M	1112.8% ($3.0M/$268.1K)	QoQ +3.18% (+$0) YoY +47.74% (+$1)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	68.5K	QoQ -1.47% (-1.0K) YoY -1.82% (-1.3K)	All Managers (Combined)	$2.9M	1066.9% ($2.9M/$268.1K)	QoQ -6.47% (-$0) YoY +8.04% (-$0)
COCA COLA CO(KOcusip191216100)	39.6K	QoQ 0.00% (+0) YoY -9.07% (-4.0K)	All Managers (Combined)	$2.8M	1056.9% ($2.8M/$268.1K)	QoQ +15.02% (+$0) YoY +6.46% (-$0)
CORNING INC /NY(GLWcusip219350105)	61.7K	QoQ 0.00% (-0) YoY +0.44% (+275)	All Managers (Combined)	$2.8M	1053.9% ($2.8M/$268.1K)	QoQ -3.68% (-$0) YoY +39.50% (+$1)
Accenture plc(ACNcusipG1151C101)	9.0K	QoQ -5.25% (-500) YoY -6.71% (-650)	All Managers (Combined)	$2.8M	1050.5% ($2.8M/$268.1K)	QoQ -15.96% (-$1) YoY -15.99% (-$1)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	61.4K	QoQ -1.58% (-987) YoY -6.55% (-4.3K)	All Managers (Combined)	$2.8M	1039.3% ($2.8M/$268.1K)	QoQ +11.61% (-$0) YoY +1.05% (-$0)
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	48.2K	QoQ +0.01% (+6) YoY +413.98% (+38.8K)	All Managers (Combined)	$2.7M	990.5% ($2.7M/$268.1K)	QoQ +3.83% (+$0) YoY +8.23% (+$0)
AFLAC INC(AFLcusip001055102)	23.8K	QoQ -3.64% (-900) YoY -4.98% (-1.3K)	All Managers (Combined)	$2.6M	987.5% ($2.6M/$268.1K)	QoQ +3.56% (-$0) YoY +23.05% (-$0)
ABBOTT LABORATORIES(ABTcusip002824100)	17.5K	QoQ -0.28% (-50) YoY +8.50% (+1.4K)	All Managers (Combined)	$2.3M	867.7% ($2.3M/$268.1K)	QoQ +16.94% (-$0) YoY +26.68% (+$0)
MCKESSON CORP(MCKcusip58155Q103)	3.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.3M	853.5% ($2.3M/$268.1K)	QoQ +18.05% (+$0) YoY +25.36% (+$0)
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	51.4K	QoQ +21.60% (+9.1K) YoY +502.10% (+42.9K)	All Managers (Combined)	$2.1M	802.1% ($2.1M/$268.1K)	QoQ +32.55% (+$1) YoY +359.40% (+$2)
LAM RESEARCH CORP(LRCXcusip512807306)	28.9K	QoQ -0.33% (-98) YoY NEW(+28.9K)	All Managers (Combined)	$2.1M	784.2% ($2.1M/$268.1K)	QoQ +0.28% (-$0) YoY NEW(+$2)
NEXTERA ENERGY INC(NEEcusip65339F101)	28.1K	QoQ 0.00% (-0) YoY -0.20% (-58)	All Managers (Combined)	$2.0M	743.1% ($2.0M/$268.1K)	QoQ -1.14% (-$0) YoY +10.72% (-$0)
(cusip464288760)✕	12.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.9M	724.1% ($1.9M/$268.1K)	QoQ +5.31% (+$0) YoY +16.08% (+$0)
DEERE & CO(DEcusip244199105)	4.0K	QoQ 0.00% (+0) YoY +1.27% (+50)	All Managers (Combined)	$1.9M	696.9% ($1.9M/$268.1K)	QoQ +10.79% (+$0) YoY +15.80% (+$0)
MICRON TECHNOLOGY INC(MUcusip595112103)	20.8K	QoQ 0.00% (+0) YoY +0.72% (-150)	All Managers (Combined)	$1.8M	673.0% ($1.8M/$268.1K)	QoQ +3.20% (+$0) YoY -25.76% (-$1)