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CIK: 0001401561
Total reported value
$2.7B
$2.7B
973 檔
6.0%
At the close of Q4 2024, GHP Investment Advisors, Inc. disclosed equity holdings valued at approximately $2.7B, spread across 973 reported holdings.
GHP Investment Advisors, Inc. executed strategic sector rebalancing during Q4 2024, establishing 1 new positions while fully exiting 1 holdings and trimming 23 positions.
Showing top 200 holdings (of 973 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 1.95% | +0.04% | -1.35% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.90% | +0.08% | +299.12% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 1.43% | -0.08% | -1.21% | |
| 4 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.18% | +0.09% | +3.10% | |
| 5 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.17% | +0.04% | +207.22% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.15% | -0.03% | +0.08% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.13% | -0.06% | +0.85% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.05% | +0.02% | +107.06% | |
| 9 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.05% | +0.02% | -0.45% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.04% | — | +0.13% | |
| 11 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.04% | +0.08% | -0.69% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.03% | +0.16% | +0.97% | |
| 13 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.02% | +0.01% | +0.85% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.01% | +0.07% | -11.60% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.01% | +0.04% | -1.41% | |
| 16 | HLI | Houlihan Lokey Inc | Stock-Financials | 1.00% | -0.11% | -3.54% | |
| 17 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.99% | +0.12% | +1.58% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.96% | -0.02% | +7.33% | |
| 19 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.91% | -0.05% | +8.28% | |
| 20 | IDV | Ishares International Select | ETF-Other | 0.91% | -0.14% | +8.35% | |
| 21 | CW | Curtiss-wright CORP | Stock-Industrials | 0.90% | -0.06% | -4.33% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.89% | -0.04% | -1.02% | |
| 23 | FLGB | Franklin Ftse United Kingdom | ETF-Other | 0.89% | -0.09% | +33.61% | |
| 24 | FICO | Fair Isaac CORP | Stock-Tech | 0.83% | — | -39.67% | |
| 25 | MCO | Moody's CORP | Stock-Financials | 0.82% | -0.07% | -1.46% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 0.81% | +0.02% | +1.33% | |
| 27 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.80% | -0.15% | +1.50% | |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.79% | +0.08% | +16.14% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.79% | +0.01% | -0.34% | |
| 30 | EME | Emcor Group Inc | Stock-Industrials | 0.77% | -0.02% | -3.23% | |
| 31 | AXP | American Express Co | Stock-Financials | 0.77% | — | -2.07% | |
| 32 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.76% | -0.07% | +2.43% | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.76% | -0.06% | -1.65% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.73% | -0.16% | -2.03% | |
| 35 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.71% | +0.03% | +2.33% | |
| 36 | RTX | Rtx CORP | Stock-Industrials | 0.70% | -0.12% | +1.23% | |
| 37 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.69% | -0.03% | -0.47% | |
| 38 | TDY | Teledyne Technologies Inc | Stock-Tech | 0.69% | -0.01% | +4.03% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.68% | -0.04% | +1.93% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | -0.04% | +0.01% | |
| 41 | NTAP | Netapp Inc | Stock-Tech | 0.65% | +0.15% | +1.08% | |
| 42 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.65% | +0.21% | +4.85% | |
| 43 | ESE | Esco Technologies Inc | Stock-Tech | 0.65% | +0.08% | -2.19% | |
| 44 | PGR | Progressive CORP | Stock-Financials | 0.64% | -0.02% | -0.69% | |
| 45 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.64% | -0.01% | -0.48% | |
| 46 | SYK | Stryker CORP | Stock-Healthcare | 0.63% | -0.11% | +0.82% | |
| 47 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.62% | -0.15% | +2.29% | |
| 48 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.62% | +0.02% | -0.44% | |
| 49 | GRMN | Garmin Ltd. | Stock-Tech | 0.62% | -0.05% | -2.79% | |
| 50 | NDSN | Nordson CORP | Stock-Industrials | 0.62% | +0.01% | +3.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 2 | FLGB | Franklin Ftse United Kingdom | +0.2% | +33.61% | Add |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.2% | +16.14% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | +0.97% | Add |
| 5 | SCHG | Schwab US Large-cap Growth | +0.2% | +299.12% | Add |
| 6 | JPM | Jpmorgan Chase & Co | +0.1% | +0.13% | Add |
| 7 | AAPL | Apple Inc | +0.1% | -1.35% | Trim |
| 8 | NDAQ | Nasdaq Inc | +0.1% | +19.48% | Add |
| 9 | EMR | Emerson Electric Co | +0.1% | +8.33% | Add |
| 10 | BR | Broadridge Financial Solutio | +0.1% | +14.67% | Add |
| 11 | GRMN | Garmin Ltd. | +0.1% | -2.79% | Trim |
| 12 | AME | Ametek Inc | +0.1% | +11.73% | Add |
| 13 | ULTA | Ulta Beauty Inc | +0.1% | +2.29% | Add |
| 14 | ROK | Rockwell Automation Inc | +0.1% | +4.85% | Add |
| 15 | TDY | Teledyne Technologies Inc | +0.1% | +4.03% | Add |
| 16 | EXLS | Exlservice Holdings Inc | +0.1% | +3.72% | Add |
| 17 | CSCO | Cisco Systems Inc | +0.1% | +3.18% | Add |
| 18 | MCK | Mckesson CORP | +0.1% | +0.87% | Add |
| 19 | WMT | Walmart Inc | +0.1% | -2.03% | Trim |
| 20 | V | Visa Inc-class A Shares | +0.1% | -0.84% | Trim |
| 21 | SNA | Snap-on Inc | +0.1% | -0.15% | Trim |
| 22 | DIS | Walt Disney Co/the | +0.1% | +3.84% | Add |
| 23 | SKAA | Skechers USA Inc-cl A | +0.1% | +7326.18% | Add |
| 24 | IVW | Ishares S&p 500 Growth ETF | -0.1% | -11.60% | Trim |
| 25 | STE | STERIS plc | -0.1% | +5.73% | Add |
| 26 | PEP | Pepsico Inc | -0.1% | -1.12% | Trim |
| 27 | EXPD | Expeditors Intl Wash Inc | -0.1% | +4.67% | Add |
| 28 | EMN | Eastman Chemical Co | -0.1% | -6.69% | Trim |
| 29 | SCHF | Schwab Intl Equity ETF | -0.1% | +107.06% | Add |
| 30 | SCHC | Schwab Intl Small-cap Equity | -0.1% | +2.43% | Add |
| 31 | CI | THE Cigna Group | -0.1% | +3.72% | Add |
| 32 | MRK | Merck & Co. Inc. | -0.1% | -1.07% | Trim |
| 33 | TGT | Target CORP | -0.1% | -1.47% | Trim |
| 34 | GPC | Genuine Parts Co | -0.1% | -7.96% | Trim |
| 35 | STZ | Constellation Brands Inc-a | -0.1% | -5.43% | Trim |
| 36 | LSTR | Landstar System Inc | -0.1% | -4.81% | Trim |
| 37 | TTEK | Tetra Tech Inc | -0.1% | -0.79% | Trim |
| 38 | UHS | Universal Health Services-b | -0.1% | -0.78% | Trim |
| 39 | VEA | Vanguard Ftse Developed ETF | -0.1% | +0.08% | Add |
| 40 | CACI | Caci International Inc -cl A | -0.1% | -2.75% | Trim |
| 41 | PLUS | Eplus Inc | -0.1% | +0.52% | Add |
| 42 | NSIT | Insight Enterprises Inc | -0.1% | -3.80% | Trim |
| 43 | KLAC | Kla CORP | -0.1% | -0.99% | Trim |
| 44 | DOW | Dow Inc | -0.1% | -73.69% | Trim |
| 45 | NDSN | Nordson CORP | -0.1% | +3.21% | Add |
| 46 | ELV | Elevance Health Inc | -0.1% | -8.91% | Trim |
| 47 | EWU | Ishares Msci United Kingdom | -0.2% | -28.14% | Trim |
| 48 | ICFI | Icf International Inc | -0.2% | -3.23% | Trim |
| 49 | BLKCHF | Blackrock Inc | -0.2% | EXIT | Sold out |
| 50 | FICO | Fair Isaac CORP | -0.5% | -39.67% | Trim |
According to official SEC Form 13F filings, GHP Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $2.7B across 973 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, SCHG, MSFT) accounted for 6.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $4.8M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $4.4M
During Q4 2024, GHP Investment Advisors, Inc.'s top holdings by market value included AAPL (1.9%)、SCHG (1.9%)、MSFT (1.4%). The largest single position, AAPL, represented 1.9% of total portfolio value.
In Q4 2024, GHP Investment Advisors, Inc. made 50 total portfolio adjustments, initiating 1 new buys, adding to 25 positions, trimming 23 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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