$665 Million is the total value of GHP Investment Advisors, Inc.'s 275 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ISDX | New | INVESCO EXCH TRD SLF IDX FDrafi strg us etf | $1,178,000 | – | 62,882 | +100.0% | 0.18% | – |
| MLR | New | MILLER INDS INC TENN | $1,017,000 | – | 35,961 | +100.0% | 0.15% | – |
| PVH | New | PVH CORPORATION | $723,000 | – | 19,221 | +100.0% | 0.11% | – |
| CSGS | New | CSG SYS INTL INC | $533,000 | – | 12,740 | +100.0% | 0.08% | – |
| TT | New | TRANE TECHNOLOGIES PLC | $501,000 | – | 6,068 | +100.0% | 0.08% | – |
| NVDA | New | NVIDIA CORP | $287,000 | – | 1,090 | +100.0% | 0.04% | – |
| VIAC | New | VIACOMCBS INCcl b | $272,000 | – | 19,391 | +100.0% | 0.04% | – |
| NOW | New | SERVICENOW INC | $244,000 | – | 850 | +100.0% | 0.04% | – |
| NFLX | New | NETFLIX INC | $223,000 | – | 593 | +100.0% | 0.03% | – |
| CRM | New | SALESFORCE COM INC | $210,000 | – | 1,456 | +100.0% | 0.03% | – |
| ADBE | New | ADOBE INC | $207,000 | – | 651 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 45 | Q2 2024 | 5.3% |
| ISHARES TR | 45 | Q2 2024 | 3.9% |
| ISHARES TR | 45 | Q2 2024 | 3.5% |
| ISHARES TR | 45 | Q2 2024 | 4.3% |
| ISHARES TR | 45 | Q2 2024 | 3.8% |
| ISHARES TR | 45 | Q2 2024 | 3.6% |
| ISHARES TR | 45 | Q2 2024 | 3.2% |
| ISHARES TR | 45 | Q2 2024 | 2.5% |
| APPLE INC | 45 | Q2 2024 | 2.6% |
| SCHWAB STRATEGIC TR | 45 | Q2 2024 | 2.3% |
View GHP Investment Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-08 |
| N-PX | 2024-08-08 |
| 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 |
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.