$583 Million is the total value of GHP Investment Advisors, Inc.'s 299 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BSJJ | New | CLAYMORE EXCHANGE TRD FD TRgug bul 2019 hy | $561,000 | – | 22,907 | +100.0% | 0.10% | – |
| MS | New | MORGAN STANLEY | $266,000 | – | 6,209 | +100.0% | 0.05% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $229,000 | – | 8,278 | +100.0% | 0.04% | – |
| NOV | New | NATIONAL OILWELL VARCO INC | $228,000 | – | 5,676 | +100.0% | 0.04% | – |
| IPHS | New | INNOPHOS HOLDINGS INC | $223,000 | – | 4,131 | +100.0% | 0.04% | – |
| VIA | New | VIACOM INC NEWcl a | $216,000 | – | 4,424 | +100.0% | 0.04% | – |
| TM | New | TOYOTA MOTOR CORP | $217,000 | – | 2,000 | +100.0% | 0.04% | – |
| TSN | New | TYSON FOODS INCcl a | $216,000 | – | 3,500 | +100.0% | 0.04% | – |
| ESLT | New | ELBIT SYS LTDord | $210,000 | – | 1,850 | +100.0% | 0.04% | – |
| RTN | New | RAYTHEON CO | $204,000 | – | 1,336 | +100.0% | 0.04% | – |
| DBD | New | DIEBOLD NXDF INC | $201,000 | – | 6,532 | +100.0% | 0.03% | – |
| SRCI | New | SRC ENERGY INC | $87,000 | – | 10,300 | +100.0% | 0.02% | – |
| UUUU | New | ENERGY FUELS INC | $78,000 | – | 35,909 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 42 | Q3 2023 | 5.3% |
| ISHARES TR | 42 | Q3 2023 | 3.9% |
| ISHARES TR | 42 | Q3 2023 | 3.5% |
| ISHARES TR | 42 | Q3 2023 | 4.3% |
| ISHARES TR | 42 | Q3 2023 | 3.8% |
| ISHARES TR | 42 | Q3 2023 | 3.6% |
| ISHARES TR | 42 | Q3 2023 | 3.2% |
| ISHARES TR | 42 | Q3 2023 | 2.5% |
| APPLE INC | 42 | Q3 2023 | 2.6% |
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 2.3% |
View GHP Investment Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-02-16 |
| 13F-HR/A | 2022-11-14 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-04-28 |
View GHP Investment Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.