GI
| |
GHP Investment Advisors, Inc.13F | |
| GHP Investment Advisors, Inc. | |
| Last update 2025-04-23 | 955 Stocks (76 new) |
| Value $2.08 Bil | Turnover 2 % |
GHP Investment Advisors, Inc. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHG | Schwab U.S. Large-Cap Growth ETF | 1,458,877 | 36,530.3 | -0.24% | 1.760 | 0% | 0.100 | +30.01% | +7.50% | 45,549.7 | ||
AAPL | Apple Inc | 163,025 | 36,212.8 | -2.21% | 1.740 | -0.04% | 0.000 | +10.56% | -14.63% | 3,185,527.9 | Hardware | |
BRK.B | Berkshire Hathaway Inc | 53,219 | 28,343.4 | -0.50% | 1.360 | -0.01% | 0.000 | -5.90% | +5.23% | 1,029,201.1 | Insurance | |
MSFT | Microsoft Corp | 73,446 | 27,570.8 | +0.83% | 1.330 | +0.01% | 0.000 | +42.40% | +21.57% | 3,793,942.0 | Software | |
VEA | Vanguard FTSE Developed Markets ETF | 511,444 | 25,996.7 | -0.63% | 1.250 | -0.01% | 0.020 | +13.94% | +20.90% | 158,873.3 | ||
SCHV | Schwab U.S. Large-Cap Value ETF | 973,372 | 25,872.2 | +1.20% | 1.240 | +0.01% | 0.220 | +15.02% | +8.79% | 12,828.5 | ||
SCHF | Schwab International Equity ETF | 1,232,337 | 24,375.6 | +0.92% | 1.170 | +0.01% | 0.060 | +13.32% | +20.30% | 48,973.7 | ||
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 298,859 | 23,747.3 | +2.72% | 1.140 | +0.03% | 0.980 | +19.99% | +1.95% | 2,298.1 | ||
JPM | JPMorgan Chase & Co | 94,432 | 23,164.3 | +1.81% | 1.110 | +0.02% | 0.000 | +28.06% | +23.72% | 802,451.1 | Banks | |
IDV |
iShares International Select Dividend ETF
iShares International Select Dividend ETF
| 724,423 | 22,471.6 | +1.54% | 1.080 | +0.02% | 0.510 | +15.91% | +32.44% | 5,439.8 |
GHP Investment Advisors, Inc.'s Historical Top Holdings Breakdowns
GHP Investment Advisors, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
FICO | Fair Isaac Corp | 2025-03-31 | Reduce Reduce | -0.83% | 1695.35 ($1851.88) 2030.47 | $1,548.07 | -16.41% | Reduce -99.93% | 6 | -8,931 | |
ASGN | ASGN Inc | 2025-03-31 | Reduce Reduce | -0.25% | 63.02 ($76.97) 93.96 | $48.55 | -36.92% | Reduce -97.65% | 1,599 | -66,402 | |
FDS | FactSet Research Systems Inc | 2025-03-31 | Add Add | +0.24% | 427.5 ($455.27) 476.51 | $424.50 | -6.76% | Add 38850% | 10,906 | 10,878 | |
ICFI | ICF International Inc | 2025-03-31 | Reduce Reduce | -0.15% | 77.68 ($104.74) 133.28 | $83.79 | -20.00% | Reduce -37.62% | 46,520 | -28,055 | |
STZ | Constellation Brands Inc | 2025-03-31 | Reduce Reduce | -0.11% | 161.05 ($181.67) 222.93 | $169.04 | -6.95% | Reduce -32.62% | 21,431 | -10,376 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.08% | 663000 ($729331) 801950 | $715,468.00 | -1.90% | New holding | 2 | 2 | |
NDAQ | Nasdaq Inc | 2025-03-31 | Add Add | +0.06% | 72.17 ($78.69) 83.76 | $89.43 | 13.65% | Add 11.62% | 149,023 | 15,519 | |
BR | Broadridge Financial Solutions Inc | 2025-03-31 | Add Add | +0.05% | 221.46 ($235.33) 244.83 | $242.88 | 3.21% | Add 8.32% | 51,093 | 3,925 | |
ODFL | Old Dominion Freight Line Inc | 2025-03-31 | Reduce Reduce | -0.05% | 161.13 ($181.79) 209.29 | $164.03 | -9.77% | Reduce -23.96% | 17,697 | -5,576 | |
AME | AMETEK Inc | 2025-03-31 | Add Add | +0.04% | 170.39 ($181.78) 190.43 | $179.28 | -1.38% | Add 7.75% | 68,300 | 4,913 |
GHP Investment Advisors, Inc. Total Holding History ($B)
GHP Investment Advisors, Inc.'s Asset Allocation
GHP Investment Advisors, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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GHP Investment Advisors, Inc.'s Hypothetical Growth since 2025-03-31
GHP Investment Advisors, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
GHP Investment Advisors, Inc.'s Holdings Heat Map
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GHP Investment Advisors, Inc.'s Holdings Bubble Chart
GHP Investment Advisors, Inc. News
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