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Size ($ in 1000's)
At 03/31/2024: $2,018,337 At 12/31/2023: $1,850,433
GHP Investment Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from GHP Investment Advisors Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the GHP Investment Advisors Inc. top holdings by largest position size, as per the latest 13f filing made by GHP Investment Advisors Inc..
In the GHP Investment Advisors Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by GHP Investment Advisors Inc. in that top holding, then the share count change between reporting periods, and finally the GHP Investment Advisors Inc. top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
SCHWAB STRATEGIC TR |
362,860 |
+2,330 |
$33,644 | SCHG | 362,860 | +2,330 | $33,644 | MICROSOFT CORP |
74,628 |
-1,433 |
$31,397 | MSFT | 74,628 | -1,433 | $31,397 | APPLE INC |
179,059 |
-4,695 |
$30,705 | AAPL | 179,059 | -4,695 | $30,705 | VANGUARD TAX MANAGED FDS (VEA) |
494,407 |
+10,204 |
$24,804 | VEA | 494,407 | +10,204 | $24,804 | SPDR SER TR (MDYG) |
273,495 |
+3,554 |
$23,873 | MDYG | 273,495 | +3,554 | $23,873 | SCHWAB STRATEGIC TR |
305,066 |
+6,714 |
$23,179 | SCHV | 305,066 | +6,714 | $23,179 | SCHWAB STRATEGIC TR |
584,174 |
-2,091 |
$22,794 | SCHF | 584,174 | -2,091 | $22,794 | BERKSHIRE HATHAWAY INC DEL |
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$22,366 | BRK.B | 53,187 | -25 | $22,366 | ISHARES TR (IJT) |
168,156 |
-699 |
$21,983 | IJT | 168,156 | -699 | $21,983 | ISHARES TR (IJS) |
213,603 |
-2,781 |
$21,950 | IJS | 213,603 | -2,781 | $21,950 | ISHARES TR (IVW) |
251,936 |
-5,297 |
$21,273 | IVW | 251,936 | -5,297 | $21,273 | ISHARES TR (EWU) |
590,934 |
+29,133 |
$20,216 | EWU | 590,934 | +29,133 | $20,216 | SPDR SER TR (MDYV) |
265,962 |
+3,641 |
$20,213 | MDYV | 265,962 | +3,641 | $20,213 | LINCOLN ELEC HLDGS INC |
78,761 |
-919 |
$20,119 | LECO | 78,761 | -919 | $20,119 | SPDR SER TR (SLYG) |
226,238 |
+3,202 |
$19,735 | SLYG | 226,238 | +3,202 | $19,735 | FAIR ISAAC CORP |
15,418 |
-927 |
$19,267 | FICO | 15,418 | -927 | $19,267 | ISHARES TR (IVE) |
102,969 |
-1,292 |
$19,236 | IVE | 102,969 | -1,292 | $19,236 | ISHARES TR (IWF) |
54,971 |
-301 |
$18,528 | IWF | 54,971 | -301 | $18,528 | JPMORGAN CHASE & CO |
91,611 |
+1,122 |
$18,350 | JPM | 91,611 | +1,122 | $18,350 | ALPHABET INC |
117,186 |
+1,764 |
$17,843 | GOOG | 117,186 | +1,764 | $17,843 | ISHARES TR (IEFA) |
234,090 |
+5,968 |
$17,374 | IEFA | 234,090 | +5,968 | $17,374 | HOULIHAN LOKEY INC |
132,731 |
-1,389 |
$17,015 | HLI | 132,731 | -1,389 | $17,015 | SCHWAB STRATEGIC TR |
469,927 |
+2,696 |
$16,823 | SCHC | 469,927 | +2,696 | $16,823 | ISHARES TR (IWD) |
92,817 |
+134 |
$16,625 | IWD | 92,817 | +134 | $16,625 | SCHWAB STRATEGIC TR |
458,825 |
+16,873 |
$16,275 | FNDC | 458,825 | +16,873 | $16,275 | MERCK & CO INC |
121,320 |
+1,341 |
$16,008 | MRK | 121,320 | +1,341 | $16,008 | NORDSON CORP |
57,885 |
+765 |
$15,892 | NDSN | 57,885 | +765 | $15,892 | ULTA BEAUTY INC |
29,750 |
-509 |
$15,556 | ULTA | 29,750 | -509 | $15,556 | ISHARES TR (IDV) |
550,984 |
+27,475 |
$15,450 | IDV | 550,984 | +27,475 | $15,450 | MOODYS CORP |
39,089 |
-1,117 |
$15,363 | MCO | 39,089 | -1,117 | $15,363 | CURTISS WRIGHT CORP |
59,441 |
-996 |
$15,213 | CW | 59,441 | -996 | $15,213 | INTERNATIONAL BUSINESS MACHS |
75,836 |
+873 |
$14,482 | IBM | 75,836 | +873 | $14,482 | TJX COS INC NEW |
139,924 |
+1,388 |
$14,191 | TJX | 139,924 | +1,388 | $14,191 | COSTCO WHSL CORP NEW |
19,360 |
-445 |
$14,184 | COST | 19,360 | -445 | $14,184 | EMCOR GROUP INC |
39,991 |
-950 |
$14,005 | EME | 39,991 | -950 | $14,005 | SPDR SER TR (SLYV) |
163,739 |
+2,372 |
$13,585 | SLYV | 163,739 | +2,372 | $13,585 | ISHARES TR (IJK) |
148,099 |
-1,194 |
$13,514 | IJK | 148,099 | -1,194 | $13,514 | AMERICAN EXPRESS CO |
58,670 |
-473 |
$13,359 | AXP | 58,670 | -473 | $13,359 | PROCTER AND GAMBLE CO |
82,159 |
+2,185 |
$13,330 | PG | 82,159 | +2,185 | $13,330 | TARGET CORP |
74,329 |
+1,846 |
$13,172 | TGT | 74,329 | +1,846 | $13,172 | ISHARES TR (IJJ) |
111,142 |
-1,066 |
$13,147 | IJJ | 111,142 | -1,066 | $13,147 | ROCKWELL AUTOMATION INC |
44,268 |
+1,237 |
$12,897 | ROK | 44,268 | +1,237 | $12,897 | STRYKER CORPORATION |
35,844 |
+295 |
$12,827 | SYK | 35,844 | +295 | $12,827 | KLA CORP |
18,252 |
-259 |
$12,750 | KLAC | 18,252 | -259 | $12,750 | PROGRESSIVE CORP |
60,668 |
-42 |
$12,547 | PGR | 60,668 | -42 | $12,547 | SYNOPSYS INC |
21,826 |
-4,123 |
$12,474 | SNPS | 21,826 | -4,123 | $12,474 | NETAPP INC |
118,613 |
+507 |
$12,451 | NTAP | 118,613 | +507 | $12,451 | RTX CORPORATION |
127,119 |
+2,157 |
$12,398 | RTX | 127,119 | +2,157 | $12,398 | LANDSTAR SYS INC |
64,298 |
+666 |
$12,394 | LSTR | 64,298 | +666 | $12,394 | ORACLE CORP |
97,809 |
+266 |
$12,286 | ORCL | 97,809 | +266 | $12,286 |
See Full List: All Stocks Held By GHP Investment Advisors Inc.
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By GHP Investment Advisors Inc.
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