Ghp Investment Advisors, Inc. Reduced Holdings in Q3 2025

Ghp Investment Advisors, Inc.

  • $2.34 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PSX
Phillips 66

Energy
-14
- 0.44%
$118.37 - $139.46 $1.66K - $1.95K
3.14K $426K
MPC
Marathon Petroleum Corp

Energy
-8
- 0.39%
$158.59 - $198.69 $1.27K - $1.59K
2.06K $396K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-54
- 0.14%
$28.15 - $30.13 $1.52K - $1.63K
39.7K $1.18M
ALB
Albemarle Corp

Basic Materials
-11
- 0.3%
$62.9 - $88.1 $692 - $969
3.61K $292K
OMC
Omnicom Group Inc.

Communication Services
-6.12K
- 10.07%
$70.41 - $81.53 $431K - $499K
54.7K $4.46M
WEX
Wex Inc.

Technology
-35
- 0.42%
$149.2 - $176.26 $5.22K - $6.17K
8.38K $1.32M
IWP
Ishares Russell Mid Cap Growth

ETFs
-947
- 1.6%
$137.51 - $145.26 $130K - $138K
58.4K $8.32M
NSC
Norfolk Southern Corp

Industrials
-3
- 0.15%
$259.49 - $300.41 $778 - $901
2.06K $617K
VTV
Vanguard Value ETF

ETFs
-91
- 0.8%
$175.51 - $186.57 $16K - $17K
11.2K $2.1M
WMT
Walmart Inc.

Consumer Defensive
-7.69K
- 4.57%
$94.4 - $104.27 $726K - $802K
161K $16.6M
FNF
Fidelity National Financial, Inc.

Financial Services
-2.63K
- 4.01%
$51.22 - $61.07 $135K - $160K
62.9K $3.8M
GL
Globe Life Inc.

Financial Services
-897
- 5.82%
$117.6 - $146.55 $105K - $131K
14.5K $2.08M
AVGO
Broadcom Inc.

Technology
-10
- 0.32%
$264.74 - $369.57 $2.65K - $3.7K
3.11K $1.03M
NDSN
Nordson Corp

Industrials
-2.58K
- 4.26%
$209.25 - $227.98 $540K - $588K
57.9K $13.1M
RWK
Invesco Exchange Traded Fd Tr

ETFs
-249
- 0.98%
$116.93 - $128.98 $29.1K - $32.1K
25.2K $3.15M
IWC
Russell Micro Cap ETF

ETFs
-306
- 2.77%
$127.86 - $151.39 $39.1K - $46.3K
10.8K $1.6M
PCAR
Paccar Inc

Industrials
-305
- 0.44%
$92.91 - $102.86 $28.3K - $31.4K
69.1K $6.8M
PKW
Invesco Exchange Traded Fd Tr

ETFs
-244
- 0.94%
$123.59 - $132.83 $30.2K - $32.4K
25.7K $3.4M
CAT
Caterpillar Inc

Industrials
-1
- 0.04%
$390.92 - $477.15 $391 - $477
2.29K $1.09M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-25
- 0.28%
$339.37 - $366.46 $8.48K - $9.16K
8.82K $3.22M
VUG
Vanguard Growth ETF

ETFs
-146
- 2.02%
$433.97 - $484.08 $63.4K - $70.7K
7.07K $3.39M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-52
- 1.1%
$224.68 - $282.71 $11.7K - $14.7K
4.66K $1.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-34
- 0.58%
$567.77 - $614.76 $19.3K - $20.9K
5.8K $3.55M
ABBV
Abb Vie Inc.

Healthcare
-65
- 1.12%
$184.85 - $231.54 $12K - $15.1K
5.76K $1.33M
MRK
Merck & Co., Inc.

Healthcare
-3.44K
- 2.94%
$77.6 - $87.37 $267K - $300K
114K $9.54M
UNH
Unitedhealth Group Inc

Healthcare
-674
- 4.42%
$237.77 - $353.61 $160K - $238K
14.6K $5.03M
WRB
Berkley W R Corp

Financial Services
-3.98K
- 2.16%
$67.78 - $76.62 $269K - $305K
180K $13.8M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-571
- 0.91%
$119.73 - $134.7 $68.4K - $76.9K
62.2K $8.3M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-225
- 0.27%
$76.29 - $80.63 $17.2K - $18.1K
83.2K $6.68M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.16K
- 0.88%
$62.09 - $66.51 $72.1K - $77.2K
131K $8.52M
RF
Regions Financial Corp

Financial Services
-4.19K
- 2.58%
$24.03 - $27.41 $101K - $115K
158K $4.17M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-47
- 0.25%
$435.72 - $463.74 $20.5K - $21.8K
18.8K $8.71M
PEP
Pepsico Inc

Consumer Defensive
-260
- 0.46%
$133.81 - $152.16 $34.8K - $39.6K
56.5K $7.94M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-1.1K
- 1.04%
$122.57 - $132.57 $135K - $146K
105K $13.6M
MMS
Maximus, Inc.

Industrials
-115
- 0.4%
$69.89 - $91.37 $8.04K - $10.5K
28.6K $2.62M
TRV
Travelers Companies, Inc.

Financial Services
-30
- 0.06%
$250.62 - $279.43 $7.52K - $8.38K
53.2K $14.8M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-904
- 0.63%
$91.28 - $97.59 $82.5K - $88.2K
142K $13.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.04K
- 1.33%
$108.46 - $120.63 $113K - $125K
77.4K $9.2M
AXP
American Express CO

Financial Services
-118
- 0.21%
$294.27 - $342.31 $34.7K - $40.4K
55.7K $18.5M
IWD
Ishares Russell 1000 Val ETF

ETFs
-684
- 0.76%
$192.76 - $203.86 $132K - $139K
89.1K $18.1M
GPC
Genuine Parts CO

Consumer Cyclical
-988
- 2.03%
$122.23 - $142.77 $121K - $141K
47.7K $6.61M
PLXS
Plexus Corp

Technology
-177
- 0.22%
$118.29 - $145.34 $20.9K - $25.7K
81.5K $11.8M
SSNC
Ss&C Technologies Holdings Inc

Technology
-1.07K
- 0.75%
$81.85 - $90.2 $87.3K - $96.2K
141K $12.5M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-207
- 1.15%
$171.01 - $228.24 $35.4K - $47.2K
17.8K $3.8M
MSFT
Microsoft Corp

Technology
-1.38K
- 1.86%
$491.09 - $535.64 $678K - $739K
72.7K $37.6M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.06K
- 1.08%
$194.44 - $206.51 $206K - $218K
96.9K $20M
SNA
Snap On Inc

Industrials
-286
- 1.05%
$313.01 - $346.53 $89.5K - $99.1K
27K $9.37M
NTAP
Net App, Inc.

Technology
-4.18K
- 3.55%
$101.1 - $126.36 $422K - $528K
113K $13.4M
PH
Parker Hannifin Corp

Industrials
-79
- 0.47%
$697.13 - $769.67 $55.1K - $60.8K
16.7K $12.6M
Activity Summary
Buys All Purchases 288 New Holdings 47 Increased Positions 241 Sells All Sells 220 Reductions 220 Sold out 0 Options Calls 0 Puts 0
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