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 %
Countries:
Top Holdings: SCHG(1.76%)AAPL(1.74%)BRK.B(1.36%)MSFT(1.33%)VEA(1.25%)
Summary Stock Picks Current Portfolio
GHP Investment Advisors, Inc. Top Holdings of 2025-03-31 View Full List
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
+5.15%
+0.32%
41,825.2
 
AAPL 		Apple Inc
163,025
36,212.8
-2.21%
1.740
-0.04%
0.000
-14.49%
-18.63%
3,036,005.4
Hardware
BRK.B 		Berkshire Hathaway Inc
53,219
28,343.4
-0.50%
1.360
-0.01%
0.000
-2.40%
+9.83%
1,073,690.2
Insurance
MSFT 		Microsoft Corp
73,446
27,570.8
+0.83%
1.330
+0.01%
0.000
+19.39%
+10.26%
3,441,044.8
Software
VEA 		Vanguard FTSE Developed Markets ETF
511,444
25,996.7
-0.63%
1.250
-0.01%
0.020
+8.98%
+17.25%
151,390.0
 
SCHV 		Schwab U.S. Large-Cap Value ETF
973,372
25,872.2
+1.20%
1.240
+0.01%
0.220
-0.54%
+4.19%
12,225.2
 
SCHF 		Schwab International Equity ETF
1,232,337
24,375.6
+0.92%
1.170
+0.01%
0.060
+8.67%
+17.19%
47,782.7
 
MDYG 		SPDR S&P 400 Mid Cap Growth ETF
298,859
23,747.3
+2.72%
1.140
+0.03%
0.980
+2.91%
-1.74%
2,224.2
 
JPM 		JPMorgan Chase & Co
94,432
23,164.3
+1.81%
1.110
+0.02%
0.000
+2.80%
+12.34%
739,989.5
Banks
IDV 		iShares International Select Dividend ETF
724,423
22,471.6
+1.54%
1.080
+0.02%
0.510
+14.68%
+24.77%
5,040.9
 

GHP Investment Advisors, Inc.'s Historical Top Holdings Breakdowns

GHP Investment Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FICO 		Fair Isaac Corp2025-03-31Reduce
-0.83%
●
1695.35 ($1851.88) 2030.47
$1,741.55
-5.96%
Reduce -99.93%
6
-8,931
ASGN 		ASGN Inc2025-03-31Reduce
-0.25%
●
63.02 ($76.97) 93.96
$52.78
-31.43%
Reduce -97.65%
1,599
-66,402
FDS 		FactSet Research Systems Inc2025-03-31Add
+0.24%
●
427.5 ($455.27) 476.51
$434.52
-4.56%
Add 38850%
10,906
10,878
ICFI 		ICF International Inc2025-03-31Reduce
-0.15%
●
77.68 ($104.74) 133.28
$84.12
-19.69%
Reduce -37.62%
46,520
-28,055
STZ 		Constellation Brands Inc2025-03-31Reduce
-0.11%
●
161.05 ($181.67) 222.93
$176.67
-2.75%
Reduce -32.62%
21,431
-10,376
BRK.A 		Berkshire Hathaway Inc2025-03-31New Buy
+0.08%
●
663000 ($729331) 801950
$746,200.00
2.31%
New holding
2
2
NDAQ 		Nasdaq Inc2025-03-31Add
+0.06%
●
72.17 ($78.69) 83.76
$83.81
6.51%
Add 11.62%
149,023
15,519
BR 		Broadridge Financial Solutions Inc2025-03-31Add
+0.05%
●
221.46 ($235.33) 244.83
$244.01
3.69%
Add 8.32%
51,093
3,925
ODFL 		Old Dominion Freight Line Inc2025-03-31Reduce
-0.05%
●
161.13 ($181.79) 209.29
$163.03
-10.32%
Reduce -23.96%
17,697
-5,576
AME 		AMETEK Inc2025-03-31Add
+0.04%
●
170.39 ($181.78) 190.43
$177.71
-2.24%
Add 7.75%
68,300
4,913

GHP Investment Advisors, Inc. Total Holding History ($B)

To

GHP Investment Advisors, Inc.'s Asset Allocation

To

GHP Investment Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

GHP Investment Advisors, Inc.'s Holdings Bubble Chart

GHP Investment Advisors, Inc. News

  • 1

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