Ghp Investment Advisors, Inc. Holdings & Portfolio - 13F Filings Analysis - Stocknear

Ghp Investment Advisors, Inc.

CIK Number: 0001401561

2.26B
Market Value
924
# of Holdings
19 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 23, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 SCHG Schwab U.S. Lar...
31.50
-0.6% 1.46M -0.24% 36.53M 9.66 1.76% Share
2 AAPL Apple Inc.
256.87
+1.81% 163.03K -2.21% 36.21M 37.92 1.74% Share
3 BRK-B Berkshire Hatha...
495.15
-0.39% 53.22K -0.5% 28.34M 195.64 1.36% Share
4 MSFT Microsoft Corpo...
506.91
-0.64% 73.45K +0.83% 27.57M 72.98 1.33% Share
5 VEA Vanguard Develo...
59.05
-0.69% 511.44K -0.63% 26M 39.75 1.25% Share
6 SCHV Schwab U.S. Lar...
28.77
-0.52% 973.37K +1.20% 25.87M 18.24 1.24% Share
7 SCHF Schwab Internat...
22.95
-0.67% 1.23M +0.92% 24.38M 16.5 1.17% Share
8 MDYG SPDR S&P 400 Mi...
90.71
-0.57% 298.86K +2.72% 23.75M 60.74 1.14% Share
9 JPM JPMorgan Chase ...
313.44
+0.01% 94.43K +1.81% 23.16M 95.45 1.11% Share
10 IDV iShares Interna...
36.08
-0.35% 724.42K +1.54% 22.47M 27.03 1.08% Share
11 IEFA iShares Core MS...
85.90
-0.69% 295.58K +0.83% 22.36M 65.16 1.07% Share
12 MDYV SPDR S&P 400 Mi...
82.61
-0.64% 275.31K +0.61% 21.21M 51.97 1.02% Share
13 FLGB Franklin FTSE U...
31.59
-0.72% 738.58K +1.97% 21.17M 27.96 1.02% Share
14 FNDC Schwab Fundamen...
44.10
-0.68% 577.14K +0.79% 20.89M 33.03 1.00% Share
15 IJT iShares S&P Sma...
139.96
-0.74% 161.73K -1.47% 20.14M 45.25 0.97% Share
16 IJS iShares S&P Sma...
108.99
-0.97% 203.92K -1.64% 19.88M 37.1 0.96% Share
17 SLYG SPDR S&P 600 Sm...
93.28
-0.67% 237.71K +0.93% 19.73M 60.91 0.95% Share
18 IBM International B...
281.33
+5.16% 79.06K +0.47% 19.66M 137.04 0.94% Share
19 IVW iShares S&P 500...
119.19
-0.59% 209.29K -1.78% 19.43M 17.59 0.93% Share
20 HLI Houlihan Lokey,...
205.26
-0.15% 120.26K -2.89% 19.42M 67.77 0.93% Share
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