Ghp Investment Advisors, Inc. Portfolio Holdings

Ghp Investment Advisors, Inc.

  • $2.05 Billion
  • Q1 2025

Ghp Investment Advisors, Inc. has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.05 Billion distributed in 1173 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $36.5M, Apple Inc. with a value of $36.2M, Berkshire Hathaway Inc Class B with a value of $28.3M, Microsoft Corp with a value of $27.6M, and Vanguard Ftse Developed Market with a value of $26M.

Examining the 13F form we can see an decrease of $62.1M in the current position value, from $2.12B to 2.05B.

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 $2.05 Billion
ETFs: $592 Million
Technology: $399 Million
Industrials: $310 Million
Financial Services: $286 Million
Healthcare: $169 Million
Consumer Cyclical: $113 Million
Consumer Defensive: $84.4 Million
Communication Services: $56 Million
Other: $44.7 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$136M
$3,000 0.0% of portfolio
1,170
Q1 2022 New
$200M
$12,000 0.0% of portfolio
3,679
Q1 2025 New
$50.6M
$0 0.0% of portfolio
160
Q1 2022 New
$246M
$0 0.0% of portfolio
15
Q4 2024 Reduced 37.5%
$80.6M
$0 0.0% of portfolio
344
Q1 2022 New
$64.8M
$0 0.0% of portfolio
1,393
Q1 2025 New
$106M
$0 0.0% of portfolio
164
Q1 2025 New
$250M
$8,000 0.0% of portfolio
4,500
Q1 2025 New
$98.3M
$17,000 0.0% of portfolio
4,433
Q1 2025 New
$253M
$0 0.0% of portfolio
225
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 1,173
  • Current Value $2.05 Billion
  • Prior Value $2.12 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 78 stocks
  • Additional Purchases 277 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 236 stocks
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