Ghp Investment Advisors, Inc. Portfolio Holdings

Ghp Investment Advisors, Inc.

  • $2.15 Billion
  • Q3 2024

Ghp Investment Advisors, Inc. has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.15 Billion distributed in 1145 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $39.4M, Schwab Strategic Tr Us Large C with a value of $38.2M, Microsoft Corp with a value of $31.7M, Fair Isaac Corp with a value of $28.8M, and Vanguard Ftse Developed Market with a value of $27.2M.

Examining the 13F form we can see an increase of $167M in the current position value, from $1.99B to 2.15B.

Ghp Investment Advisors, Inc. is based out at Denver, CO

Below you can find more details about Ghp Investment Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $2.15 Billion
ETFs: $614 Million
Technology: $456 Million
Industrials: $342 Million
Financial Services: $256 Million
Healthcare: $170 Million
Consumer Cyclical: $113 Million
Consumer Defensive: $95.6 Million
Communication Services: $58.3 Million
Other: $49 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$77.2B
$17,000 0.0% of portfolio
141
Q3 2024 Added 135.0%
$72.4B
$29,000 0.0% of portfolio
1,000
Q3 2024 Reduced 12.05%
$20.5B
$29,000 0.0% of portfolio
375
Q1 2022 New
$13.2B
$92,000 0.0% of portfolio
1,036
Q3 2024 Added 0.97%
$30.8B
$6,000 0.0% of portfolio
48
Q3 2024 Added 65.52%
$37.1B
$3,000 0.0% of portfolio
21
Q2 2024 New
$19.5B
$16,000 0.0% of portfolio
200
Q4 2023 Reduced 41.18%
$32.3B
$87,000 0.0% of portfolio
1,000
Q4 2023 Reduced 11.35%
$27.4B
$23,000 0.0% of portfolio
25
Q3 2024 Reduced 43.18%
$28.6B
$4,000 0.0% of portfolio
84
Q3 2024 Reduced 58.21%
$47.2B
$14,000 0.0% of portfolio
254
Q3 2024 New
$83.1B
$75,000 0.0% of portfolio
167
Q3 2024 Added 297.62%
$16.2B
$2,000 0.0% of portfolio
38
Q3 2024 Reduced 98.24%
$12.2B
$52,000 0.0% of portfolio
106
Q3 2024 Reduced 38.73%
$12.3B
$4,000 0.0% of portfolio
77
Q3 2024 New
$16.7B
$2,000 0.0% of portfolio
40
Q2 2024 Reduced 83.33%
$97.1B
$51,000 0.0% of portfolio
25
Q3 2024 Reduced 26.47%
$68.4B
$11,000 0.0% of portfolio
138
Q2 2024 Reduced 47.73%
$14.7B
$0 0.0% of portfolio
1
Q3 2024 New
$36.1B
$18,000 0.0% of portfolio
235
Q3 2024 New
$109B
$5,000 0.0% of portfolio
57
Q2 2024 New
$41.5B
$98,000 0.0% of portfolio
1,104
Q3 2024 Added 15.72%
$87.5B
$69,000 0.0% of portfolio
604
Q3 2024 Added 3.42%
$16.2B
$2,000 0.0% of portfolio
44
Q3 2023 Added 100.0%

Summary

  • Portfolio
  • No. of Stocks 1,145
  • Current Value $2.15 Billion
  • Prior Value $1.99 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 128 stocks
  • Additional Purchases 324 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 219 stocks
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