$1.26 Billion is the total value of GHP Investment Advisors, Inc.'s 301 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XEL | Exit | XCEL ENERGY INC | $0 | – | -3,050 | -100.0% | -0.02% | – |
| GSLC | Exit | GOLDMAN SACHS ETF TRactivebeta us lg | $0 | – | -2,377 | -100.0% | -0.02% | – |
| ZBH | Exit | ZIMMER BIOMET HOLDINGS INC | $0 | – | -1,307 | -100.0% | -0.02% | – |
| TTD | Exit | THE TRADE DESK INC | $0 | – | -2,800 | -100.0% | -0.02% | – |
| UNP | Exit | UNION PAC CORP | $0 | – | -999 | -100.0% | -0.02% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -274 | -100.0% | -0.02% | – |
| DE | Exit | DEERE & CO | $0 | – | -691 | -100.0% | -0.02% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -20,727 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-12
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.