$1.15 Billion is the total value of GHP Investment Advisors, Inc.'s 291 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 10.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $20,619,000 | +3.3% | 316,684 | +1.3% | 1.79% | -5.7% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $17,112,000 | +2.4% | 131,856 | +1.4% | 1.49% | -6.5% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $16,674,000 | +10.4% | 118,051 | +0.1% | 1.45% | +0.8% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $14,638,000 | +11.8% | 96,589 | +0.8% | 1.27% | +1.9% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $14,155,000 | +10.1% | 216,839 | +0.4% | 1.23% | +0.4% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $14,107,000 | +9.2% | 58,042 | +8.3% | 1.22% | -0.4% |
| Buy | TARGET CORP | $14,046,000 | +13.4% | 70,915 | +1.1% | 1.22% | +3.4% | |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $13,360,000 | +4.7% | 355,135 | +0.2% | 1.16% | -4.5% |
| MDYG | Buy | SPDR SER TRs&p 400 mdcp grw | $12,727,000 | +9.3% | 169,443 | +0.9% | 1.10% | -0.3% |
| DIM | Buy | WISDOMTREE TRintl midcap dv | $12,090,000 | +6.7% | 180,165 | +1.1% | 1.05% | -2.7% |
| MCO | Buy | MOODYS CORP | $11,403,000 | +5.6% | 38,186 | +2.6% | 0.99% | -3.7% |
| JPM | Buy | JPMORGAN CHASE & CO | $10,146,000 | +25.2% | 66,651 | +4.5% | 0.88% | +14.3% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $10,039,000 | +15.0% | 39,298 | +4.4% | 0.87% | +4.9% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $9,558,000 | +1.6% | 44,539 | +0.4% | 0.83% | -7.3% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $9,162,000 | +2.7% | 157,556 | +3.7% | 0.80% | -6.4% |
| ESE | Buy | ESCO TECHNOLOGIES INC | $9,056,000 | +5.6% | 83,165 | +0.1% | 0.79% | -3.7% |
| TDY | Buy | TELEDYNE TECHNOLOGIES INC | $8,928,000 | +9.4% | 21,584 | +3.6% | 0.78% | -0.3% |
| PG | Buy | PROCTER AND GAMBLE CO | $8,549,000 | +0.9% | 63,127 | +3.6% | 0.74% | -8.1% |
| INTC | Buy | INTEL CORP | $8,283,000 | +32.2% | 129,417 | +2.9% | 0.72% | +20.6% |
| DLS | Buy | WISDOMTREE TRintl smcap div | $8,072,000 | +10.3% | 111,747 | +4.0% | 0.70% | +0.7% |
| ODFL | Buy | OLD DOMINION FREIGHT LINE IN | $7,869,000 | +25.5% | 32,731 | +1.9% | 0.68% | +14.4% |
| ROK | Buy | ROCKWELL AUTOMATION INC | $7,560,000 | +13.9% | 28,481 | +7.6% | 0.66% | +3.8% |
| NDSN | Buy | NORDSON CORP | $7,503,000 | +2.3% | 37,765 | +3.4% | 0.65% | -6.7% |
| ULTA | Buy | ULTA BEAUTY INC | $7,204,000 | +11.8% | 23,302 | +3.8% | 0.62% | +2.0% |
| SYK | Buy | STRYKER CORPORATION | $7,065,000 | +1.3% | 29,006 | +1.9% | 0.61% | -7.7% |
| LECO | Buy | LINCOLN ELEC HLDGS INC | $7,046,000 | +10.5% | 57,309 | +4.4% | 0.61% | +0.8% |
| ALB | Buy | ALBEMARLE CORP | $6,934,000 | +0.3% | 47,456 | +1.3% | 0.60% | -8.5% |
| AXP | Buy | AMERICAN EXPRESS CO | $6,708,000 | +17.9% | 47,427 | +0.8% | 0.58% | +7.4% |
| NTAP | Buy | NETAPP INC | $6,643,000 | +14.5% | 91,415 | +4.4% | 0.58% | +4.5% |
| CSCO | Buy | CISCO SYS INC | $6,639,000 | +19.6% | 128,389 | +3.5% | 0.58% | +9.1% |
| JNJ | Buy | JOHNSON & JOHNSON | $6,538,000 | +8.1% | 39,783 | +3.5% | 0.57% | -1.4% |
| MRK | Buy | MERCK & CO. INC | $6,539,000 | +0.5% | 84,820 | +6.6% | 0.57% | -8.2% |
| HLI | Buy | HOULIHAN LOKEY INCcl a | $6,516,000 | +4.2% | 97,976 | +5.3% | 0.57% | -4.9% |
| COST | Buy | COSTCO WHSL CORP NEW | $6,499,000 | -2.2% | 18,437 | +4.5% | 0.56% | -10.9% |
| GLW | Buy | CORNING INC | $6,256,000 | +27.6% | 143,773 | +5.5% | 0.54% | +16.3% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $6,200,000 | +2.7% | 22,575 | +0.1% | 0.54% | -6.4% |
| Buy | TRAVELERS COMPANIES INC | $6,098,000 | +7.9% | 40,547 | +0.7% | 0.53% | -1.7% | |
| PKG | Buy | PACKAGING CORP AMER | $5,877,000 | -0.1% | 43,702 | +2.4% | 0.51% | -8.9% |
| AKAM | Buy | AKAMAI TECHNOLOGIES INC | $5,843,000 | -2.2% | 57,344 | +0.8% | 0.51% | -10.7% |
| KSU | Buy | KANSAS CITY SOUTHERN | $5,759,000 | +35.8% | 21,820 | +5.1% | 0.50% | +23.8% |
| ADI | Buy | ANALOG DEVICES INC | $5,712,000 | +5.5% | 36,830 | +0.5% | 0.50% | -3.7% |
| ATR | Buy | APTARGROUP INC | $5,682,000 | +5.3% | 40,105 | +1.8% | 0.49% | -3.9% |
| IMCV | Buy | ISHARES TRmrgstr md cp val | $5,664,000 | +18.6% | 30,719 | +0.6% | 0.49% | +8.1% |
| CW | Buy | CURTISS WRIGHT CORP | $5,652,000 | +4.6% | 47,656 | +2.6% | 0.49% | -4.5% |
| CACI | Buy | CACI INTL INCcl a | $5,635,000 | -0.7% | 22,846 | +0.4% | 0.49% | -9.4% |
| ORCL | Buy | ORACLE CORP | $5,545,000 | +11.4% | 79,027 | +2.7% | 0.48% | +1.5% |
| PEP | Buy | PEPSICO INC | $5,490,000 | -4.5% | 38,812 | +0.1% | 0.48% | -12.8% |
| EMN | Buy | EASTMAN CHEM CO | $5,441,000 | +22.6% | 49,406 | +11.7% | 0.47% | +11.8% |
| TJX | Buy | TJX COS INC NEW | $5,374,000 | +6.4% | 81,238 | +9.8% | 0.47% | -2.9% |
| EXPD | Buy | EXPEDITORS INTL WASH INC | $5,173,000 | +32.8% | 48,036 | +17.3% | 0.45% | +21.0% |
| ACN | Buy | ACCENTURE PLC IRELAND | $5,012,000 | +10.9% | 18,142 | +4.9% | 0.44% | +1.2% |
| WMT | Buy | WALMART INC | $4,846,000 | +3.6% | 35,675 | +9.9% | 0.42% | -5.4% |
| WAT | Buy | WATERS CORP | $4,806,000 | +21.3% | 16,914 | +5.6% | 0.42% | +10.6% |
| SNA | Buy | SNAP ON INC | $4,608,000 | +37.9% | 19,973 | +2.3% | 0.40% | +25.8% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $4,595,000 | +32.7% | 18,018 | +5.9% | 0.40% | +20.9% |
| FB | Buy | FACEBOOK INCcl a | $4,586,000 | +33.8% | 15,572 | +24.1% | 0.40% | +22.1% |
| CLX | Buy | CLOROX CO DEL | $4,520,000 | -3.3% | 23,435 | +1.2% | 0.39% | -11.9% |
| APD | Buy | AIR PRODS & CHEMS INC | $4,510,000 | +6.5% | 16,031 | +3.4% | 0.39% | -2.7% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $4,441,000 | +13.2% | 117,182 | +2.8% | 0.39% | +3.5% |
| GPC | Buy | GENUINE PARTS CO | $4,322,000 | +18.8% | 37,390 | +3.2% | 0.38% | +8.4% |
| USB | Buy | US BANCORP DEL | $4,264,000 | +21.1% | 77,095 | +2.0% | 0.37% | +10.4% |
| CTXS | Buy | CITRIX SYS INC | $4,230,000 | +13.3% | 30,138 | +5.0% | 0.37% | +3.4% |
| GNTX | Buy | GENTEX CORP | $4,214,000 | +8.5% | 118,135 | +3.2% | 0.37% | -1.1% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $4,167,000 | +6.0% | 77,010 | +2.7% | 0.36% | -3.2% |
| MLR | Buy | MILLER INDS INC TENN | $4,153,000 | +34.0% | 89,908 | +10.3% | 0.36% | +22.4% |
| PLUS | Buy | EPLUS INC | $4,049,000 | +15.4% | 40,634 | +1.9% | 0.35% | +5.4% |
| UHS | Buy | UNIVERSAL HLTH SVCS INCcl b | $3,796,000 | +1.9% | 28,455 | +5.0% | 0.33% | -7.0% |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $3,805,000 | +2.0% | 24,851 | +2.0% | 0.33% | -7.0% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $3,717,000 | +0.3% | 26,437 | +0.9% | 0.32% | -8.5% |
| CSGS | Buy | CSG SYS INTL INC | $3,647,000 | +3.6% | 81,253 | +4.1% | 0.32% | -5.4% |
| EFAV | Buy | ISHARES TRmsci eafe min vl | $3,511,000 | +20.1% | 48,101 | +20.8% | 0.30% | +9.7% |
| CASS | Buy | CASS INFORMATION SYS INC | $3,451,000 | +21.9% | 74,582 | +2.5% | 0.30% | +11.5% |
| IFF | Buy | INTERNATIONAL FLAVORS&FRAGRA | $3,406,000 | +34.8% | 24,395 | +5.1% | 0.30% | +23.3% |
| CL | Buy | COLGATE PALMOLIVE CO | $3,403,000 | -0.8% | 43,164 | +7.6% | 0.30% | -9.5% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $3,320,000 | +36.0% | 24,912 | +28.4% | 0.29% | +24.1% |
| TXN | Buy | TEXAS INSTRS INC | $3,276,000 | +20.0% | 17,336 | +4.2% | 0.28% | +9.2% |
| HD | Buy | HOME DEPOT INC | $3,261,000 | +15.7% | 10,684 | +0.7% | 0.28% | +5.6% |
| AMGN | Buy | AMGEN INC | $3,231,000 | +19.0% | 12,986 | +9.9% | 0.28% | +8.5% |
| GIS | Buy | GENERAL MLS INC | $3,050,000 | +15.4% | 49,741 | +10.7% | 0.26% | +5.2% |
| UMBF | Buy | UMB FINL CORP | $2,965,000 | +40.6% | 32,115 | +5.1% | 0.26% | +27.9% |
| RF | Buy | REGIONS FINANCIAL CORP NEW | $2,897,000 | +28.6% | 140,230 | +0.4% | 0.25% | +17.3% |
| ISDX | Buy | INVESCO EXCH TRD SLF IDX FDrafi strg us etf | $2,884,000 | +11.0% | 97,496 | +2.4% | 0.25% | +1.2% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $2,794,000 | +17.0% | 52,375 | +13.3% | 0.24% | +7.0% |
| MCK | Buy | MCKESSON CORP | $2,793,000 | +20.0% | 14,321 | +7.0% | 0.24% | +9.0% |
| ABT | Buy | ABBOTT LABS | $2,669,000 | +18.6% | 22,268 | +8.3% | 0.23% | +8.4% |
| ICFI | Buy | ICF INTL INC | $2,662,000 | +25.3% | 30,455 | +6.6% | 0.23% | +14.4% |
| EME | Buy | EMCOR GROUP INC | $2,600,000 | +24.0% | 23,177 | +1.1% | 0.23% | +13.6% |
| MKL | Buy | MARKEL CORP | $2,603,000 | +11.2% | 2,284 | +0.8% | 0.23% | +1.3% |
| SXT | Buy | SENSIENT TECHNOLOGIES CORP | $2,589,000 | +10.6% | 33,197 | +4.6% | 0.22% | +0.9% |
| IWB | Buy | ISHARES TRrus 1000 etf | $2,586,000 | +7.8% | 11,553 | +2.0% | 0.22% | -1.3% |
| APH | Buy | AMPHENOL CORP NEWcl a | $2,577,000 | -1.0% | 39,056 | +96.1% | 0.22% | -9.7% |
| SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $2,454,000 | +5.9% | 55,356 | +0.6% | 0.21% | -3.6% |
| AIZ | Buy | ASSURANT INC | $2,445,000 | +10.4% | 17,247 | +6.1% | 0.21% | +0.5% |
| SLGN | Buy | SILGAN HOLDINGS INC | $2,420,000 | +28.0% | 57,581 | +12.9% | 0.21% | +16.7% |
| IEX | Buy | IDEX CORP | $2,407,000 | +9.9% | 11,498 | +4.6% | 0.21% | 0.0% |
| PH | Buy | PARKER-HANNIFIN CORP | $2,335,000 | +33.3% | 7,402 | +15.1% | 0.20% | +21.6% |
| MLM | Buy | MARTIN MARIETTA MATLS INC | $2,341,000 | +97.4% | 6,972 | +67.0% | 0.20% | +79.6% |
| DGX | Buy | QUEST DIAGNOSTICS INC | $2,320,000 | +9.2% | 18,079 | +1.4% | 0.20% | -0.5% |
| BLK | Buy | BLACKROCK INC | $2,308,000 | +6.9% | 3,061 | +2.3% | 0.20% | -2.4% |
| MRTN | Buy | MARTEN TRANS LTD | $2,299,000 | +94.8% | 135,454 | +97.8% | 0.20% | +78.6% |
| OMC | Buy | OMNICOM GROUP INC | $2,094,000 | +37.8% | 28,235 | +15.9% | 0.18% | +25.5% |
| FUL | Buy | FULLER H B CO | $2,081,000 | +25.7% | 33,084 | +3.7% | 0.18% | +14.6% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $2,014,000 | +12.2% | 11,845 | +11.1% | 0.18% | +2.3% |
| EBAY | Buy | EBAY INC. | $1,990,000 | +46.5% | 32,487 | +20.2% | 0.17% | +34.1% |
| SCHW | Buy | SCHWAB CHARLES CORP | $1,957,000 | +25.2% | 30,019 | +1.9% | 0.17% | +14.1% |
| Buy | GLOBE LIFE INC | $1,887,000 | +8.9% | 19,526 | +7.0% | 0.16% | -0.6% | |
| CME | Buy | CME GROUP INC | $1,827,000 | +18.3% | 8,947 | +5.5% | 0.16% | +8.2% |
| ESNT | Buy | ESSENT GROUP LTD | $1,818,000 | +10.7% | 38,291 | +0.8% | 0.16% | +1.3% |
| INDB | Buy | INDEPENDENT BANK CORP MASS | $1,800,000 | +16.7% | 21,382 | +1.2% | 0.16% | +6.1% |
| CCF | Buy | CHASE CORP | $1,757,000 | +23.0% | 15,095 | +6.7% | 0.15% | +12.5% |
| HSIC | Buy | HENRY SCHEIN INC | $1,765,000 | +13.8% | 25,497 | +9.9% | 0.15% | +3.4% |
| CMI | Buy | CUMMINS INC | $1,755,000 | +20.3% | 6,772 | +5.4% | 0.15% | +9.4% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $1,744,000 | +15.8% | 23,918 | +1.9% | 0.15% | +5.6% |
| CAH | Buy | CARDINAL HEALTH INC | $1,717,000 | +21.3% | 28,269 | +7.0% | 0.15% | +10.4% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,655,000 | +17.1% | 4,161 | +10.5% | 0.14% | +7.5% |
| MMM | Buy | 3M CO | $1,459,000 | +19.9% | 7,572 | +8.7% | 0.13% | +9.5% |
| ANTM | Buy | ANTHEM INC | $1,396,000 | +93.1% | 3,890 | +72.7% | 0.12% | +75.4% |
| XOM | Buy | EXXON MOBIL CORP | $1,382,000 | +37.0% | 24,758 | +1.2% | 0.12% | +25.0% |
| PB | Buy | PROSPERITY BANCSHARES INC | $1,319,000 | +10.2% | 17,612 | +2.1% | 0.12% | +0.9% |
| PLXS | New | PLEXUS CORP | $1,280,000 | – | 13,937 | +100.0% | 0.11% | – |
| PNC | Buy | PNC FINL SVCS GROUP INC | $1,116,000 | +18.3% | 6,360 | +0.5% | 0.10% | +7.8% |
| MAN | Buy | MANPOWERGROUP INC | $1,119,000 | +22.6% | 11,311 | +11.7% | 0.10% | +11.5% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $1,069,000 | +6.5% | 3,555 | +1.6% | 0.09% | -3.1% |
| BAX | Buy | BAXTER INTL INC | $1,033,000 | +5.2% | 12,248 | +0.1% | 0.09% | -3.2% |
| UUUU | Buy | ENERGY FUELS INC | $1,019,000 | +73.3% | 179,455 | +30.1% | 0.09% | +57.1% |
| BBY | Buy | BEST BUY INC | $964,000 | +173.9% | 8,393 | +137.8% | 0.08% | +147.1% |
| CRI | Buy | CARTERS INC | $912,000 | -5.0% | 10,256 | +0.5% | 0.08% | -13.2% |
| QARP | Buy | DBX ETF TRxtrckr rusl 1000 | $908,000 | +10.2% | 24,560 | +0.8% | 0.08% | +1.3% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $887,000 | +9.0% | 7,495 | +0.4% | 0.08% | 0.0% |
| KLAC | New | KLA CORP | $847,000 | – | 2,565 | +100.0% | 0.07% | – |
| BDX | Buy | BECTON DICKINSON & CO | $833,000 | -2.8% | 3,426 | +0.0% | 0.07% | -12.2% |
| BIIB | Buy | BIOGEN INC | $803,000 | +45.7% | 2,871 | +27.5% | 0.07% | +34.6% |
| RGA | Buy | REINSURANCE GRP OF AMERICA I | $802,000 | +14.7% | 6,364 | +5.6% | 0.07% | +4.5% |
| FHN | Buy | FIRST HORIZON CORPORATION | $706,000 | +33.7% | 41,761 | +0.9% | 0.06% | +22.0% |
| FLT | Buy | FLEETCOR TECHNOLOGIES INC | $681,000 | +56.6% | 2,534 | +58.8% | 0.06% | +43.9% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $664,000 | +15.9% | 6,657 | +3.3% | 0.06% | +5.5% |
| ABBV | Buy | ABBVIE INC | $647,000 | +4.7% | 5,975 | +3.6% | 0.06% | -5.1% |
| WFC | Buy | WELLS FARGO CO NEW | $641,000 | +35.8% | 16,403 | +5.0% | 0.06% | +24.4% |
| LLY | Buy | LILLY ELI & CO | $642,000 | +21.1% | 3,437 | +9.6% | 0.06% | +12.0% |
| ITOT | New | ISHARES TRcore s&p ttl stk | $629,000 | – | 6,869 | +100.0% | 0.06% | – |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $624,000 | +50.7% | 11,359 | +9.4% | 0.05% | +38.5% |
| MCD | Buy | MCDONALDS CORP | $593,000 | +10.4% | 2,644 | +5.8% | 0.05% | 0.0% |
| PBH | New | PRESTIGE CONSMR HEALTHCARE I | $575,000 | – | 13,047 | +100.0% | 0.05% | – |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $552,000 | +10.0% | 5,747 | +4.1% | 0.05% | 0.0% |
| GILD | Buy | GILEAD SCIENCES INC | $500,000 | +12.6% | 7,733 | +1.5% | 0.04% | +2.4% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $476,000 | +6.2% | 2,303 | +0.0% | 0.04% | -4.7% |
| EFV | Buy | ISHARES TReafe value etf | $444,000 | +17.2% | 8,709 | +8.6% | 0.04% | +8.3% |
| SEE | Buy | SEALED AIR CORP NEW | $410,000 | +0.2% | 8,948 | +0.1% | 0.04% | -7.7% |
| SDY | New | SPDR SER TRs&p divid etf | $385,000 | – | 3,260 | +100.0% | 0.03% | – |
| AIG | Buy | AMERICAN INTL GROUP INC | $377,000 | +34.2% | 8,149 | +9.7% | 0.03% | +22.2% |
| BA | Buy | BOEING CO | $379,000 | +23.1% | 1,487 | +3.5% | 0.03% | +13.8% |
| PBCT | Buy | PEOPLES UNITED FINANCIAL INC | $346,000 | +47.9% | 19,328 | +6.8% | 0.03% | +36.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $348,000 | +11.2% | 879 | +5.0% | 0.03% | 0.0% |
| AFL | Buy | AFLAC INC | $348,000 | +15.2% | 6,799 | +0.1% | 0.03% | +3.4% |
| ESGU | New | ISHARES TResg awr msci usa | $323,000 | – | 3,550 | +100.0% | 0.03% | – |
| PM | Buy | PHILIP MORRIS INTL INC | $297,000 | +24.8% | 3,349 | +16.7% | 0.03% | +13.0% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $289,000 | +38.9% | 3,500 | +40.0% | 0.02% | +25.0% |
| YUM | Buy | YUM BRANDS INC | $280,000 | 0.0% | 2,584 | +0.2% | 0.02% | -11.1% |
| EWUS | Buy | ISHARES TRmsci uk sm etf | $274,000 | +8.3% | 6,010 | +0.3% | 0.02% | 0.0% |
| FEX | New | FIRST TR LRGE CP CORE ALPHA | $279,000 | – | 3,479 | +100.0% | 0.02% | – |
| DE | New | DEERE & CO | $258,000 | – | 690 | +100.0% | 0.02% | – |
| EFG | New | ISHARES TReafe grwth etf | $248,000 | – | 2,470 | +100.0% | 0.02% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $248,000 | – | 1,158 | +100.0% | 0.02% | – |
| IOO | New | ISHARES TRglobal 100 etf | $246,000 | – | 3,729 | +100.0% | 0.02% | – |
| SO | New | SOUTHERN CO | $215,000 | – | 3,452 | +100.0% | 0.02% | – |
| IWR | New | ISHARES TRrus mid cap etf | $215,000 | – | 2,906 | +100.0% | 0.02% | – |
| WM | New | WASTE MGMT INC DEL | $217,000 | – | 1,683 | +100.0% | 0.02% | – |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $202,000 | – | 2,000 | +100.0% | 0.02% | – |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $204,000 | – | 2,745 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-14
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.