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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$12.3B
$4,000 0.0% of portfolio
77
Q3 2024 New
$16.2B
$2,000 0.0% of portfolio
40
Q2 2024 Reduced 83.33%
$2.46B
$14,000 0.0% of portfolio
2,475
Q3 2024 New
$10.6B
$16,000 0.0% of portfolio
50
Q1 2022 New
$0
$18,000 0.0% of portfolio
1,006
Q3 2024 New
$94.6B
$51,000 0.0% of portfolio
25
Q3 2024 Reduced 26.47%
$2.2B
$25,000 0.0% of portfolio
700
Q1 2022 New
$5.91B
$19,000 0.0% of portfolio
200
Q3 2024 New
$526M
$0 0.0% of portfolio
1
Q1 2022 New
$65.2B
$11,000 0.0% of portfolio
138
Q2 2024 Reduced 47.73%
$7.46B
$4,000 0.0% of portfolio
180
Q2 2024 New
$14.4B
$0 0.0% of portfolio
1
Q3 2024 New
$34.2B
$18,000 0.0% of portfolio
235
Q3 2024 New
$107B
$5,000 0.0% of portfolio
57
Q2 2024 New
$933M
$5,000 0.0% of portfolio
234
Q3 2024 New
$41.1B
$98,000 0.0% of portfolio
1,104
Q3 2024 Added 15.72%
$19.2B
$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
Track This Portfolio

Track Ghp Investment Advisors, Inc. Portfolio

Follow Ghp Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ghp Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ghp Investment Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email