Ghp Investment Advisors, Inc. has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.12 Billion distributed in 1178 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $41.7M, Schwab Strategic Tr Us Large C with a value of $40.8M, Microsoft Corp with a value of $30.7M, Spdr S&P 400 Mid Cap Growth Et with a value of $25.3M, and Schwab Strategic Tr Us Large C with a value of $25.1M.

Examining the 13F form we can see an decrease of $39.1M in the current position value, from $2.15B to 2.12B.

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 $2.12 Billion
ETFs: $608 Million
Technology: $441 Million
Industrials: $330 Million
Financial Services: $265 Million
Healthcare: $156 Million
Consumer Cyclical: $119 Million
Consumer Defensive: $89.6 Million
Communication Services: $61.8 Million
Other: $44.6 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,178
  • Current Value $2.12 Billion
  • Prior Value $2.15 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 86 stocks
  • Additional Purchases 247 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 252 stocks
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