$1.41 Billion is the total value of GHP Investment Advisors, Inc.'s 322 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 9.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $33,283,000 | +22.2% | 187,437 | -2.6% | 2.36% | +9.6% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $25,128,000 | +11.4% | 300,325 | -1.6% | 1.78% | -0.2% |
| SYNA | Sell | SYNAPTICS INC | $24,977,000 | +42.7% | 86,274 | -11.4% | 1.77% | +27.8% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $24,427,000 | +3.2% | 233,778 | -0.6% | 1.73% | -7.6% |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $23,504,000 | +6.4% | 169,334 | -0.3% | 1.67% | -4.6% |
| MSFT | Sell | MICROSOFT CORP | $23,456,000 | +13.2% | 69,744 | -5.1% | 1.66% | +1.4% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $21,653,000 | +9.8% | 132,231 | -0.7% | 1.54% | -1.6% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $18,583,000 | +2.3% | 363,953 | +1.1% | 1.32% | -8.4% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $18,181,000 | +8.0% | 59,494 | -3.2% | 1.29% | -3.2% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $18,176,000 | +7.4% | 116,042 | -0.3% | 1.29% | -3.7% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $16,827,000 | +8.5% | 100,202 | +1.1% | 1.20% | -2.8% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $16,702,000 | +10.0% | 429,693 | +9.5% | 1.19% | -1.4% |
| MDYV | Buy | SPDR SER TRs&p 400 mdcp val | $16,397,000 | +8.6% | 230,626 | +1.2% | 1.16% | -2.7% |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $16,307,000 | +6.7% | 175,686 | +0.2% | 1.16% | -4.3% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $16,228,000 | +10.7% | 221,638 | +2.0% | 1.15% | -0.9% |
| TGT | Sell | TARGET CORP | $16,170,000 | -1.8% | 69,869 | -3.0% | 1.15% | -12.0% |
| MCO | Buy | MOODYS CORP | $15,227,000 | +10.2% | 38,987 | +0.2% | 1.08% | -1.3% |
| MDYG | Buy | SPDR SER TRs&p 400 mdcp grw | $14,841,000 | +11.4% | 182,037 | +3.4% | 1.05% | -0.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $13,819,000 | +13.4% | 46,216 | +3.5% | 0.98% | +1.7% |
| DIM | Buy | WISDOMTREE TRintl midcap dv | $13,245,000 | +2.7% | 197,065 | +2.3% | 0.94% | -7.9% |
| SNPS | Sell | SYNOPSYS INC | $12,972,000 | +15.4% | 35,201 | -6.2% | 0.92% | +3.4% |
| IJJ | Sell | ISHARES TRs&p mc 400vl etf | $12,622,000 | +6.9% | 114,038 | -0.4% | 0.90% | -4.2% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $12,331,000 | +8.7% | 144,623 | +1.0% | 0.88% | -2.4% |
| INTU | Sell | INTUIT | $12,175,000 | +11.4% | 18,928 | -6.5% | 0.86% | -0.2% |
| HLI | Buy | HOULIHAN LOKEY INCcl a | $12,078,000 | +13.8% | 116,675 | +1.3% | 0.86% | +2.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $11,601,000 | -0.4% | 73,264 | +2.9% | 0.82% | -10.7% |
| ROK | Buy | ROCKWELL AUTOMATION INC | $11,580,000 | +22.9% | 33,194 | +3.6% | 0.82% | +10.2% |
| ULTA | Buy | ULTA BEAUTY INC | $11,360,000 | +19.0% | 27,549 | +4.1% | 0.81% | +6.7% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $11,208,000 | +6.9% | 44,018 | -0.8% | 0.80% | -4.2% |
| NDSN | Buy | NORDSON CORP | $11,171,000 | +13.1% | 43,761 | +5.5% | 0.79% | +1.4% |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $11,107,000 | +5.0% | 131,100 | +1.6% | 0.79% | -5.8% |
| PG | Buy | PROCTER AND GAMBLE CO | $10,907,000 | +18.3% | 66,675 | +1.1% | 0.77% | +6.0% |
| COST | Sell | COSTCO WHSL CORP NEW | $10,895,000 | +25.8% | 19,192 | -0.4% | 0.77% | +12.8% |
| LSTR | Sell | LANDSTAR SYS INC | $10,865,000 | +11.2% | 60,691 | -1.9% | 0.77% | -0.4% |
| CSX | Sell | CSX CORP | $10,544,000 | +25.3% | 280,430 | -0.9% | 0.75% | +12.3% |
| ZBRA | Sell | ZEBRA TECHNOLOGIES CORPORATIcl a | $10,011,000 | +11.8% | 16,820 | -3.2% | 0.71% | +0.3% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $9,795,000 | +2.5% | 85,542 | -2.2% | 0.70% | -8.2% |
| TDY | Sell | TELEDYNE TECHNOLOGIES INC | $9,725,000 | +0.7% | 22,260 | -1.0% | 0.69% | -9.7% |
| NTAP | Buy | NETAPP INC | $9,421,000 | +7.1% | 102,418 | +4.5% | 0.67% | -4.0% |
| LECO | Buy | LINCOLN ELEC HLDGS INC | $9,135,000 | +13.8% | 65,498 | +5.1% | 0.65% | +2.0% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $9,029,000 | +0.2% | 78,362 | -2.6% | 0.64% | -10.2% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $8,987,000 | -8.1% | 172,965 | -4.4% | 0.64% | -17.7% |
| TTEK | Sell | TETRA TECH INC NEW | $8,853,000 | +5.4% | 52,137 | -7.3% | 0.63% | -5.6% |
| FB | Buy | META PLATFORMS INCcl a | $8,839,000 | +6.9% | 26,279 | +7.8% | 0.63% | -4.1% |
| CSCO | Buy | CISCO SYS INC | $8,805,000 | +18.1% | 138,953 | +1.4% | 0.62% | +5.8% |
| DLS | Buy | WISDOMTREE TRintl smcap div | $8,714,000 | +0.5% | 118,311 | +1.3% | 0.62% | -9.9% |
| AXP | Buy | AMERICAN EXPRESS CO | $8,588,000 | +1.9% | 52,492 | +4.4% | 0.61% | -8.7% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $8,577,000 | +5.1% | 23,606 | -2.2% | 0.61% | -5.9% |
| DIS | Sell | DISNEY WALT CO | $8,443,000 | -9.0% | 54,511 | -0.5% | 0.60% | -18.5% |
| SYK | Buy | STRYKER CORPORATION | $8,289,000 | +5.8% | 30,995 | +4.3% | 0.59% | -5.2% |
| TJX | Buy | TJX COS INC NEW | $8,200,000 | +24.7% | 108,011 | +8.4% | 0.58% | +11.7% |
| EXPD | Buy | EXPEDITORS INTL WASH INC | $8,154,000 | +25.8% | 60,717 | +11.6% | 0.58% | +12.9% |
| ACN | Buy | ACCENTURE PLC IRELAND | $8,064,000 | +31.8% | 19,453 | +1.7% | 0.57% | +18.1% |
| ESE | Sell | ESCO TECHNOLOGIES INC | $7,981,000 | +16.4% | 88,683 | -0.4% | 0.57% | +4.4% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $7,977,000 | +26.9% | 15,885 | -1.3% | 0.57% | +13.7% |
| MKSI | Sell | MKS INSTRS INC | $7,951,000 | +14.3% | 45,653 | -0.9% | 0.56% | +2.5% |
| CW | Buy | CURTISS WRIGHT CORP | $7,777,000 | +20.4% | 56,082 | +9.6% | 0.55% | +7.8% |
| PEP | Buy | PEPSICO INC | $7,605,000 | +22.7% | 43,783 | +6.3% | 0.54% | +10.0% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $7,586,000 | +27.1% | 24,144 | +13.8% | 0.54% | +14.0% |
| SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $7,568,000 | +3.6% | 184,903 | +5.1% | 0.54% | -7.3% |
| AKAM | Buy | AKAMAI TECHNOLOGIES INC | $7,531,000 | +17.5% | 64,348 | +5.0% | 0.54% | +5.3% |
| FICO | Buy | FAIR ISAAC CORP | $7,520,000 | +17.9% | 17,341 | +8.2% | 0.53% | +5.7% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $7,485,000 | +7.4% | 26,440 | -0.2% | 0.53% | -3.8% |
| MRK | Buy | MERCK & CO INC | $7,422,000 | +3.5% | 96,837 | +1.4% | 0.53% | -7.2% |
| FDX | Buy | FEDEX CORP | $7,371,000 | +21.8% | 28,498 | +3.2% | 0.52% | +9.0% |
| PLXS | Buy | PLEXUS CORP | $7,343,000 | +13.0% | 76,580 | +5.3% | 0.52% | +1.2% |
| LFUS | Sell | LITTELFUSE INC | $7,148,000 | +12.9% | 22,716 | -2.0% | 0.51% | +1.2% |
| CVS | Buy | CVS HEALTH CORP | $7,065,000 | +29.4% | 68,489 | +6.5% | 0.50% | +15.9% |
| ORCL | Buy | ORACLE CORP | $7,027,000 | +0.2% | 80,575 | +0.1% | 0.50% | -10.3% |
| INTC | Sell | INTEL CORP | $7,025,000 | -4.0% | 136,399 | -0.7% | 0.50% | -14.0% |
| EMN | Buy | EASTMAN CHEM CO | $7,010,000 | +25.5% | 57,978 | +4.6% | 0.50% | +12.4% |
| JNJ | Buy | JOHNSON & JOHNSON | $6,922,000 | +6.1% | 40,465 | +0.1% | 0.49% | -5.0% |
| WAT | Buy | WATERS CORP | $6,918,000 | +4.3% | 18,568 | +0.0% | 0.49% | -6.7% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $6,876,000 | +24.7% | 27,884 | +1.1% | 0.49% | +11.7% |
| ADI | Buy | ANALOG DEVICES INC | $6,672,000 | +7.8% | 37,958 | +2.7% | 0.47% | -3.5% |
| TRV | Buy | TRAVELERS COMPANIES INC | $6,664,000 | +4.9% | 42,602 | +1.9% | 0.47% | -6.0% |
| ODFL | Sell | OLD DOMINION FREIGHT LINE IN | $6,590,000 | -27.5% | 18,389 | -42.1% | 0.47% | -35.0% |
| EPAM | Sell | EPAM SYS INC | $6,559,000 | +6.9% | 9,812 | -8.8% | 0.47% | -4.1% |
| WMT | Buy | WALMART INC | $6,510,000 | +11.6% | 44,994 | +7.6% | 0.46% | 0.0% |
| GLW | Buy | CORNING INC | $6,474,000 | +9.7% | 173,905 | +7.5% | 0.46% | -1.7% |
| IMCV | Buy | ISHARES TRmrgstr md cp val | $6,434,000 | +8.5% | 94,249 | +0.4% | 0.46% | -2.8% |
| CACI | Buy | CACI INTL INCcl a | $6,372,000 | +6.6% | 23,669 | +3.7% | 0.45% | -4.6% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $6,303,000 | +0.2% | 22,366 | -0.4% | 0.45% | -10.2% |
| PKG | Buy | PACKAGING CORP AMER | $6,251,000 | -0.0% | 45,915 | +0.9% | 0.44% | -10.5% |
| GPN | Sell | GLOBAL PMTS INC | $6,160,000 | -22.0% | 45,572 | -9.1% | 0.44% | -30.2% |
| ALB | Sell | ALBEMARLE CORP | $6,130,000 | -42.8% | 26,221 | -46.4% | 0.44% | -48.8% |
| GPC | Buy | GENUINE PARTS CO | $6,032,000 | +19.5% | 43,027 | +3.3% | 0.43% | +7.0% |
| HON | Sell | HONEYWELL INTL INC | $5,938,000 | -3.3% | 28,478 | -1.5% | 0.42% | -13.2% |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $5,838,000 | +20.5% | 31,935 | +9.8% | 0.42% | +8.1% |
| ATR | Buy | APTARGROUP INC | $5,803,000 | +7.2% | 47,376 | +4.4% | 0.41% | -4.0% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $5,586,000 | +23.6% | 41,793 | +28.5% | 0.40% | +10.9% |
| CSGS | Buy | CSG SYS INTL INC | $5,576,000 | +26.8% | 96,779 | +6.1% | 0.40% | +13.8% |
| SWK | Buy | STANLEY BLACK & DECKER INC | $5,508,000 | +60.4% | 29,199 | +49.1% | 0.39% | +43.8% |
| CHD | Buy | CHURCH & DWIGHT CO INC | $5,498,000 | +28.2% | 53,636 | +3.3% | 0.39% | +14.7% |
| PGR | Buy | PROGRESSIVE CORP | $5,430,000 | +15.0% | 52,901 | +1.3% | 0.39% | +3.2% |
| IGRO | Buy | ISHARES TRintl div grwth | $5,413,000 | +4.3% | 79,843 | +0.4% | 0.38% | -6.6% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $5,394,000 | +9.4% | 128,426 | +1.6% | 0.38% | -2.0% |
| ICFI | Buy | ICF INTL INC | $5,340,000 | +47.3% | 52,068 | +28.2% | 0.38% | +32.1% |
| DVA | Buy | DAVITA INC | $5,245,000 | +0.9% | 46,104 | +3.1% | 0.37% | -9.7% |
| BAC | Sell | BK OF AMERICA CORP | $5,167,000 | +4.5% | 116,139 | -0.3% | 0.37% | -6.4% |
| PLUS | Buy | EPLUS INC | $5,123,000 | +12.2% | 95,085 | +113.7% | 0.36% | +0.6% |
| APD | Buy | AIR PRODS & CHEMS INC | $5,127,000 | +19.2% | 16,852 | +0.4% | 0.36% | +6.7% |
| SNA | Buy | SNAP ON INC | $4,970,000 | +9.2% | 23,075 | +5.9% | 0.35% | -2.2% |
| GNTX | Buy | GENTEX CORP | $4,931,000 | +12.2% | 141,489 | +6.2% | 0.35% | +0.6% |
| SPGI | Sell | S&P GLOBAL INC | $4,904,000 | +10.7% | 10,392 | -0.3% | 0.35% | -0.9% |
| EFAV | Buy | ISHARES TRmsci eafe min vl | $4,841,000 | +4.3% | 63,063 | +2.4% | 0.34% | -6.5% |
| HD | Buy | HOME DEPOT INC | $4,798,000 | +28.7% | 11,562 | +1.8% | 0.34% | +15.6% |
| MLM | Buy | MARTIN MARIETTA MATLS INC | $4,687,000 | +41.7% | 10,640 | +9.9% | 0.33% | +27.1% |
| KLAC | Buy | KLA CORP | $4,676,000 | +60.6% | 10,871 | +24.9% | 0.33% | +43.7% |
| USB | Buy | US BANCORP DEL | $4,543,000 | -2.9% | 80,871 | +2.7% | 0.32% | -12.9% |
| TXN | Buy | TEXAS INSTRS INC | $4,513,000 | +16.8% | 23,944 | +19.1% | 0.32% | +4.6% |
| IFF | Buy | INTERNATIONAL FLAVORS&FRAGRA | $4,505,000 | +12.8% | 29,904 | +0.1% | 0.32% | +0.9% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $4,476,000 | +1.8% | 26,954 | -1.7% | 0.32% | -8.6% |
| MRTN | Buy | MARTEN TRANS LTD | $4,475,000 | +16.6% | 260,771 | +6.6% | 0.32% | +4.6% |
| TROW | Buy | PRICE T ROWE GROUP INC | $4,394,000 | +0.9% | 22,347 | +0.9% | 0.31% | -9.6% |
| CL | Buy | COLGATE PALMOLIVE CO | $4,294,000 | +13.4% | 50,321 | +0.4% | 0.30% | +1.7% |
| ANTM | Buy | ANTHEM INC | $4,271,000 | +41.7% | 9,214 | +14.0% | 0.30% | +26.8% |
| SAIA | Sell | SAIA INC | $4,207,000 | -33.4% | 12,483 | -53.0% | 0.30% | -40.3% |
| WRB | Buy | BERKLEY W R CORP | $4,133,000 | +14.0% | 50,166 | +1.3% | 0.29% | +2.1% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $4,062,000 | -9.2% | 80,699 | +0.9% | 0.29% | -18.6% |
| UMBF | Buy | UMB FINL CORP | $4,037,000 | +22.4% | 38,050 | +11.6% | 0.29% | +10.0% |
| SSNC | Buy | SS&C TECHNOLOGIES HLDGS INC | $4,018,000 | +117.2% | 49,010 | +83.9% | 0.28% | +93.9% |
| GIS | Buy | GENERAL MLS INC | $3,991,000 | +22.1% | 59,224 | +8.4% | 0.28% | +9.3% |
| ISDX | Buy | INVESCO EXCH TRD SLF IDX FDrafi strg us etf | $3,977,000 | +7.3% | 131,180 | +6.3% | 0.28% | -4.1% |
| MLR | Buy | MILLER INDS INC TENN | $3,959,000 | +12.2% | 118,533 | +14.3% | 0.28% | +0.4% |
| UHS | Sell | UNIVERSAL HLTH SVCS INCcl b | $3,946,000 | -7.2% | 30,434 | -0.9% | 0.28% | -16.9% |
| V | Sell | VISA INC | $3,920,000 | -4.7% | 18,091 | -2.1% | 0.28% | -14.7% |
| SLGN | Buy | SILGAN HOLDINGS INC | $3,821,000 | +33.7% | 89,188 | +19.7% | 0.27% | +19.9% |
| DGX | Buy | QUEST DIAGNOSTICS INC | $3,805,000 | +28.2% | 21,995 | +7.7% | 0.27% | +14.9% |
| CP | New | CANADIAN PAC RY LTD | $3,790,000 | – | 52,678 | +100.0% | 0.27% | – |
| PH | Buy | PARKER-HANNIFIN CORP | $3,789,000 | +38.8% | 11,910 | +22.0% | 0.27% | +24.5% |
| PBH | Buy | PRESTIGE CONSMR HEALTHCARE I | $3,755,000 | +112.7% | 61,911 | +96.8% | 0.27% | +90.7% |
| MCK | Buy | MCKESSON CORP | $3,725,000 | +24.8% | 14,986 | +0.1% | 0.26% | +11.9% |
| EZM | Sell | WISDOMTREE TRus midcap fund | $3,577,000 | +6.6% | 63,561 | -1.5% | 0.25% | -4.5% |
| STT | Buy | STATE STR CORP | $3,540,000 | +10.6% | 38,060 | +0.7% | 0.25% | -1.2% |
| ABT | Buy | ABBOTT LABS | $3,525,000 | +22.5% | 25,046 | +2.8% | 0.25% | +9.6% |
| APH | Buy | AMPHENOL CORP NEWcl a | $3,514,000 | +19.9% | 40,181 | +0.4% | 0.25% | +7.8% |
| CENTA | Buy | CENTRAL GARDEN & PET COcl a non-vtg | $3,498,000 | +709.7% | 73,095 | +628.3% | 0.25% | +629.4% |
| TER | New | TERADYNE INC | $3,458,000 | – | 21,147 | +100.0% | 0.25% | – |
| FUL | Buy | FULLER H B CO | $3,440,000 | +44.7% | 42,464 | +15.3% | 0.24% | +29.8% |
| EME | Buy | EMCOR GROUP INC | $3,414,000 | +21.1% | 26,803 | +9.7% | 0.24% | +8.5% |
| CLX | Sell | CLOROX CO DEL | $3,379,000 | -11.6% | 19,382 | -16.1% | 0.24% | -20.8% |
| IEX | Buy | IDEX CORP | $3,269,000 | +27.1% | 13,831 | +11.3% | 0.23% | +13.7% |
| CASS | Buy | CASS INFORMATION SYS INC | $3,249,000 | -2.6% | 82,622 | +3.6% | 0.23% | -12.5% |
| BLK | Buy | BLACKROCK INC | $3,221,000 | +13.1% | 3,518 | +3.6% | 0.23% | +1.3% |
| STZ | New | CONSTELLATION BRANDS INCcl a | $3,205,000 | – | 12,769 | +100.0% | 0.23% | – |
| LKQ | Buy | LKQ CORP | $3,132,000 | +427.3% | 52,175 | +341.9% | 0.22% | +372.3% |
| RF | Sell | REGIONS FINANCIAL CORP NEW | $3,100,000 | +1.3% | 142,211 | -1.0% | 0.22% | -9.5% |
| IWB | Buy | ISHARES TRrus 1000 etf | $3,078,000 | +9.9% | 11,642 | +0.4% | 0.22% | -1.4% |
| CPRT | Sell | COPART INC | $3,072,000 | -2.8% | 20,261 | -11.1% | 0.22% | -12.8% |
| QRVO | Buy | QORVO INC | $3,060,000 | +88.7% | 19,567 | +101.7% | 0.22% | +68.2% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $3,041,000 | +2.6% | 8,462 | -0.8% | 0.22% | -8.1% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $2,989,000 | +1.8% | 22,314 | +1.6% | 0.21% | -9.0% |
| SCHW | Buy | SCHWAB CHARLES CORP | $2,962,000 | +18.6% | 35,221 | +2.7% | 0.21% | +6.1% |
| INDB | Buy | INDEPENDENT BK CORP MASS | $2,939,000 | +39.0% | 36,046 | +29.8% | 0.21% | +25.1% |
| MKL | Buy | MARKEL CORP | $2,923,000 | +3.8% | 2,369 | +0.6% | 0.21% | -6.7% |
| HSIC | Buy | HENRY SCHEIN INC | $2,894,000 | +8.2% | 37,328 | +6.3% | 0.20% | -3.3% |
| AIZ | Buy | ASSURANT INC | $2,888,000 | +1.1% | 18,532 | +2.4% | 0.20% | -9.3% |
| SPHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $2,832,000 | +7.9% | 53,229 | -1.6% | 0.20% | -3.4% |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $2,768,000 | -15.1% | 25,360 | -5.3% | 0.20% | -23.6% |
| JOUT | Buy | JOHNSON OUTDOORS INCcl a | $2,725,000 | -1.8% | 29,082 | +10.9% | 0.19% | -12.3% |
| NSIT | Buy | INSIGHT ENTERPRISES INC | $2,670,000 | +110.7% | 25,045 | +78.1% | 0.19% | +90.0% |
| T | Sell | AT&T INC | $2,652,000 | -32.2% | 107,786 | -25.6% | 0.19% | -39.4% |
| MANH | Sell | MANHATTAN ASSOCIATES INC | $2,619,000 | -8.7% | 16,841 | -10.1% | 0.19% | -18.1% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $2,616,000 | -35.8% | 88,329 | -33.9% | 0.19% | -42.4% |
| TSCO | New | TRACTOR SUPPLY CO | $2,586,000 | – | 10,839 | +100.0% | 0.18% | – |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $2,561,000 | +17.0% | 11,949 | -0.6% | 0.18% | +5.2% |
| EBAY | Buy | EBAY INC. | $2,554,000 | -0.5% | 38,411 | +4.2% | 0.18% | -10.8% |
| GMS | New | GMS INC | $2,500,000 | – | 41,596 | +100.0% | 0.18% | – |
| OMC | Buy | OMNICOM GROUP INC | $2,501,000 | +3.5% | 34,139 | +2.4% | 0.18% | -6.8% |
| EFG | Buy | ISHARES TReafe grwth etf | $2,483,000 | +278.5% | 22,512 | +265.2% | 0.18% | +238.5% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $2,468,000 | +27.9% | 5,173 | +15.5% | 0.18% | +14.4% |
| XLNX | Sell | XILINX INC | $2,467,000 | +40.1% | 11,635 | -0.3% | 0.18% | +25.0% |
| AMGN | Sell | AMGEN INC | $2,451,000 | -3.5% | 10,893 | -8.8% | 0.17% | -13.4% |
| GD | Buy | GENERAL DYNAMICS CORP | $2,426,000 | +74.9% | 11,636 | +64.5% | 0.17% | +56.4% |
| ESNT | Buy | ESSENT GROUP LTD | $2,396,000 | +20.3% | 52,628 | +16.3% | 0.17% | +7.6% |
| CVX | Buy | CHEVRON CORP NEW | $2,358,000 | +18.0% | 20,096 | +2.1% | 0.17% | +5.7% |
| CTXS | Sell | CITRIX SYS INC | $2,339,000 | -32.4% | 24,724 | -23.3% | 0.17% | -39.4% |
| PYPL | Sell | PAYPAL HLDGS INC | $2,246,000 | -32.7% | 11,908 | -7.1% | 0.16% | -39.8% |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $2,211,000 | +10.3% | 13,378 | -1.1% | 0.16% | -1.3% |
| CME | Buy | CME GROUP INC | $2,185,000 | +19.8% | 9,563 | +1.4% | 0.16% | +6.9% |
| TFC | Buy | TRUIST FINL CORP | $2,156,000 | +3.3% | 36,831 | +3.5% | 0.15% | -7.3% |
| CMI | Buy | CUMMINS INC | $2,127,000 | +15.4% | 9,752 | +18.8% | 0.15% | +3.4% |
| GL | Buy | GLOBE LIFE INC | $2,067,000 | +7.0% | 22,059 | +1.7% | 0.15% | -3.9% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $2,014,000 | +9.6% | 24,918 | +0.7% | 0.14% | -2.1% |
| MAN | Buy | MANPOWERGROUP INC WIS | $1,942,000 | -1.8% | 19,956 | +9.3% | 0.14% | -12.1% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $1,924,000 | -26.0% | 39,386 | -23.7% | 0.14% | -33.5% |
| IMCG | Buy | ISHARES TRmrgstr md cp grw | $1,913,000 | +6.7% | 26,124 | +0.4% | 0.14% | -4.2% |
| NVMI | NOVA LTD | $1,908,000 | +43.2% | 13,024 | 0.0% | 0.14% | +27.4% | |
| IWC | Sell | ISHARES TRmicro-cap etf | $1,895,000 | -3.8% | 13,559 | -0.6% | 0.14% | -13.5% |
| CCF | Buy | CHASE CORP | $1,883,000 | +2.3% | 18,914 | +5.0% | 0.13% | -8.2% |
| FCN | New | FTI CONSULTING INC | $1,874,000 | – | 12,216 | +100.0% | 0.13% | – |
| SXT | Sell | SENSIENT TECHNOLOGIES CORP | $1,727,000 | -48.3% | 17,258 | -52.9% | 0.12% | -53.4% |
| SJM | Buy | SMUCKER J M CO | $1,700,000 | +314.6% | 12,515 | +266.5% | 0.12% | +278.1% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $1,665,000 | +5.0% | 107,999 | +5.3% | 0.12% | -6.3% |
| XOM | Sell | EXXON MOBIL CORP | $1,581,000 | -2.9% | 25,839 | -6.7% | 0.11% | -13.2% |
| TXRH | New | TEXAS ROADHOUSE INC | $1,494,000 | – | 16,732 | +100.0% | 0.11% | – |
| CAH | Sell | CARDINAL HEALTH INC | $1,448,000 | -8.6% | 28,131 | -12.1% | 0.10% | -17.6% |
| MMM | Buy | 3M CO | $1,442,000 | +5.3% | 8,119 | +4.0% | 0.10% | -5.6% |
| KMB | Sell | KIMBERLY-CLARK CORP | $1,411,000 | -21.4% | 9,873 | -27.1% | 0.10% | -29.6% |
| UUUU | ENERGY FUELS INC | $1,369,000 | +8.7% | 179,455 | 0.0% | 0.10% | -3.0% | |
| PNC | Buy | PNC FINL SVCS GROUP INC | $1,367,000 | +4.0% | 6,817 | +1.4% | 0.10% | -6.7% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $1,303,000 | +283.2% | 35,711 | +280.7% | 0.09% | +244.4% |
| BBY | Sell | BEST BUY INC | $1,291,000 | -11.8% | 12,705 | -8.2% | 0.09% | -20.7% |
| EFV | Buy | ISHARES TReafe value etf | $1,252,000 | +117.4% | 24,847 | +119.4% | 0.09% | +93.5% |
| PB | Buy | PROSPERITY BANCSHARES INC | $1,205,000 | +1.9% | 16,668 | +0.3% | 0.09% | -8.5% |
| EMR | Buy | EMERSON ELEC CO | $1,188,000 | -1.2% | 12,777 | +0.1% | 0.08% | -11.6% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $1,134,000 | -3.0% | 3,871 | -2.8% | 0.08% | -12.9% |
| WSM | Buy | WILLIAMS SONOMA INC | $1,108,000 | +76.2% | 6,549 | +84.5% | 0.08% | +58.0% |
| IDXX | Sell | IDEXX LABS INC | $1,047,000 | -1.2% | 1,590 | -6.7% | 0.07% | -11.9% |
| CRI | Sell | CARTERS INC | $1,028,000 | -7.1% | 10,152 | -10.7% | 0.07% | -17.0% |
| NICE | NICE LTDsponsored adr | $1,026,000 | +6.9% | 3,380 | 0.0% | 0.07% | -3.9% | |
| MGIC | MAGIC SOFTWARE ENTERPRISES Lord | $1,016,000 | +4.6% | 48,551 | 0.0% | 0.07% | -6.5% | |
| QARP | Sell | DBX ETF TRxtrckr rusl 1000 | $970,000 | +6.5% | 22,088 | -3.9% | 0.07% | -4.2% |
| IEFA | New | ISHARES TRcore msci eafe | $937,000 | – | 12,555 | +100.0% | 0.07% | – |
| ITIC | Buy | INVESTORS TITLE CO NC | $945,000 | +9.5% | 4,791 | +1.4% | 0.07% | -1.5% |
| IWV | Buy | ISHARES TRrussell 3000 etf | $912,000 | +9.0% | 3,286 | +0.1% | 0.06% | -1.5% |
| FNB | Buy | F N B CORP | $918,000 | +19.5% | 75,655 | +14.4% | 0.06% | +6.6% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $901,000 | +9.5% | 200 | 0.0% | 0.06% | -1.5% | |
| PFE | Sell | PFIZER INC | $890,000 | +35.1% | 15,065 | -1.7% | 0.06% | +21.2% |
| PTNR | PARTNER COMMUNICATIONS CO LTadr | $886,000 | +72.7% | 110,595 | 0.0% | 0.06% | +53.7% | |
| WFC | Buy | WELLS FARGO CO NEW | $875,000 | +3.9% | 18,244 | +0.6% | 0.06% | -7.5% |
| FORTY | FORMULA SYSTEMS 1985 LTDsponsored ads | $863,000 | +26.4% | 6,961 | 0.0% | 0.06% | +13.0% | |
| BAX | Sell | BAXTER INTL INC | $860,000 | -2.9% | 10,022 | -9.0% | 0.06% | -12.9% |
| ABBV | Sell | ABBVIE INC | $847,000 | +6.9% | 6,253 | -14.8% | 0.06% | -4.8% |
| AMZN | Sell | AMAZON COM INC | $837,000 | -0.8% | 251 | -2.3% | 0.06% | -11.9% |
| RGA | Buy | REINSURANCE GRP OF AMERICA I | $826,000 | +2.9% | 7,548 | +4.6% | 0.06% | -7.8% |
| SBUX | Buy | STARBUCKS CORP | $760,000 | +6.3% | 6,498 | +0.2% | 0.05% | -5.3% |
| SILC | SILICOM LTDord | $757,000 | +19.2% | 14,680 | 0.0% | 0.05% | +8.0% | |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $752,000 | -1.1% | 7,343 | -3.3% | 0.05% | -11.7% |
| ITOT | ISHARES TRcore s&p ttl stk | $735,000 | +8.7% | 6,869 | 0.0% | 0.05% | -3.7% | |
| BDX | Sell | BECTON DICKINSON & CO | $720,000 | -14.3% | 2,862 | -16.2% | 0.05% | -23.9% |
| FHN | Buy | FIRST HORIZON CORPORATION | $708,000 | +2.6% | 43,376 | +2.4% | 0.05% | -9.1% |
| CRNT | CERAGON NETWORKS LTDord | $695,000 | -26.1% | 269,375 | 0.0% | 0.05% | -33.8% | |
| CHKP | CHECK POINT SOFTWARE TECH LTord | $692,000 | +3.1% | 5,940 | 0.0% | 0.05% | -7.5% | |
| MCD | MCDONALDS CORP | $684,000 | +11.2% | 2,553 | 0.0% | 0.05% | 0.0% | |
| KO | Sell | COCA COLA CO | $686,000 | +2.8% | 11,591 | -8.8% | 0.05% | -7.5% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $664,000 | -18.3% | 5,520 | -24.2% | 0.05% | -26.6% |
| XSHQ | Sell | INVESCO EXCH TRADED FD TR IIs&p smlcap qty | $644,000 | +5.4% | 16,455 | -1.3% | 0.05% | -4.2% |
| GILD | Buy | GILEAD SCIENCES INC | $616,000 | +14.7% | 8,491 | +10.5% | 0.04% | +2.3% |
| PBCT | Buy | PEOPLES UNITED FINANCIAL INC | $599,000 | +60.6% | 33,637 | +57.7% | 0.04% | +43.3% |
| ESLT | ELBIT SYS LTDord | $611,000 | +20.3% | 3,510 | 0.0% | 0.04% | +7.5% | |
| SEE | Sell | SEALED AIR CORP NEW | $585,000 | +21.1% | 8,664 | -1.8% | 0.04% | +10.5% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $578,000 | +5.7% | 11,074 | -4.8% | 0.04% | -4.7% |
| NKE | Sell | NIKE INCcl b | $571,000 | +13.1% | 3,424 | -1.5% | 0.04% | +2.5% |
| BIIB | Sell | BIOGEN INC | $575,000 | -35.9% | 2,396 | -24.4% | 0.04% | -42.3% |
| NSC | NORFOLK SOUTHN CORP | $583,000 | +24.6% | 1,958 | 0.0% | 0.04% | +10.8% | |
| EHC | New | ENCOMPASS HEALTH CORP | $536,000 | – | 8,215 | +100.0% | 0.04% | – |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $524,000 | +9.9% | 4,602 | +0.3% | 0.04% | -2.6% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $506,000 | -1.2% | 2,094 | -9.1% | 0.04% | -12.2% |
| NOC | NORTHROP GRUMMAN CORP | $490,000 | +7.5% | 1,267 | 0.0% | 0.04% | -2.8% | |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $497,000 | +11.7% | 1,047 | +1.0% | 0.04% | 0.0% |
| FLT | Sell | FLEETCOR TECHNOLOGIES INC | $461,000 | -51.5% | 2,061 | -43.3% | 0.03% | -56.0% |
| FNDC | New | SCHWAB STRATEGIC TRschwb fdt int sc | $464,000 | – | 12,422 | +100.0% | 0.03% | – |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $449,000 | +8.2% | 1,761 | +0.5% | 0.03% | -3.0% |
| RDWR | RADWARE LTDord | $439,000 | +23.3% | 10,550 | 0.0% | 0.03% | +10.7% | |
| SDY | Buy | SPDR SER TRs&p divid etf | $424,000 | +10.1% | 3,280 | +0.2% | 0.03% | -3.2% |
| FITB | Sell | FIFTH THIRD BANCORP | $424,000 | -10.4% | 9,739 | -12.5% | 0.03% | -18.9% |
| CAT | Buy | CATERPILLAR INC | $427,000 | +13.6% | 2,067 | +5.5% | 0.03% | 0.0% |
| YUM | Buy | YUM BRANDS INC | $414,000 | +30.6% | 2,979 | +14.9% | 0.03% | +16.0% |
| EFA | Buy | ISHARES TRmsci eafe etf | $408,000 | +17.9% | 5,186 | +16.9% | 0.03% | +7.4% |
| FEX | Buy | FIRST TR LRGE CP CORE ALPHA | $414,000 | +39.4% | 4,479 | +28.7% | 0.03% | +20.8% |
| PRG | Buy | PROG HOLDINGS INC | $391,000 | +9.2% | 8,667 | +1.8% | 0.03% | 0.0% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $394,000 | +4.8% | 1,770 | +2.9% | 0.03% | -6.7% |
| MS | MORGAN STANLEY | $393,000 | +0.8% | 4,006 | 0.0% | 0.03% | -9.7% | |
| SNX | New | TD SYNNEX CORPORATION | $387,000 | – | 3,380 | +100.0% | 0.03% | – |
| PM | Buy | PHILIP MORRIS INTL INC | $361,000 | +13.5% | 3,797 | +13.1% | 0.03% | +4.0% |
| LLY | Buy | LILLY ELI & CO | $360,000 | +19.6% | 1,303 | +0.1% | 0.03% | +8.3% |
| IEUS | Buy | ISHARES TRdevsmcp exna etf | $348,000 | +25.6% | 4,995 | +24.6% | 0.02% | +13.6% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $346,000 | -13.7% | 5,546 | -18.1% | 0.02% | -21.9% |
| LIN | LINDE PLC | $355,000 | +17.9% | 1,025 | 0.0% | 0.02% | +4.2% | |
| EWUS | Buy | ISHARES TRmsci uk sm etf | $349,000 | +24.6% | 7,621 | +26.8% | 0.02% | +13.6% |
| INFY | INFOSYS LTDsponsored adr | $349,000 | +13.7% | 13,800 | 0.0% | 0.02% | +4.2% | |
| MDLZ | MONDELEZ INTL INCcl a | $345,000 | +13.9% | 5,202 | 0.0% | 0.02% | 0.0% | |
| SMIN | ISHARES TRmsci india sm cp | $336,000 | +0.6% | 5,565 | 0.0% | 0.02% | -7.7% | |
| EPI | WISDOMTREE TRindia erngs fd | $336,000 | -2.3% | 9,207 | 0.0% | 0.02% | -11.1% | |
| AIG | Sell | AMERICAN INTL GROUP INC | $341,000 | -20.0% | 5,996 | -22.7% | 0.02% | -29.4% |
| ESGU | Sell | ISHARES TResg awr msci usa | $308,000 | -12.0% | 2,857 | -19.5% | 0.02% | -21.4% |
| EZU | Buy | ISHARES INCmsci eurzone etf | $312,000 | +52.2% | 6,357 | +49.2% | 0.02% | +37.5% |
| EL | Sell | LAUDER ESTEE COS INCcl a | $313,000 | +19.9% | 846 | -2.9% | 0.02% | +4.8% |
| IBN | ICICI BANK LIMITEDadr | $295,000 | +5.0% | 14,895 | 0.0% | 0.02% | -4.5% | |
| VIGI | New | VANGUARD WHITEHALL FDSintl dvd etf | $297,000 | – | 3,473 | +100.0% | 0.02% | – |
| CWT | Buy | CALIFORNIA WTR SVC GROUP | $298,000 | +22.1% | 4,142 | +0.0% | 0.02% | +10.5% |
| IOO | ISHARES TRglobal 100 etf | $291,000 | +9.8% | 3,729 | 0.0% | 0.02% | 0.0% | |
| BNL | BROADSTONE NET LEASE INC | $289,000 | +0.3% | 11,627 | 0.0% | 0.02% | -8.7% | |
| AFL | Sell | AFLAC INC | $298,000 | -15.8% | 5,098 | -25.0% | 0.02% | -25.0% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $287,000 | +2.1% | 3,563 | -2.9% | 0.02% | -9.1% |
| TDG | TRANSDIGM GROUP INC | $280,000 | +1.8% | 440 | 0.0% | 0.02% | -9.1% | |
| BA | Buy | BOEING CO | $283,000 | -5.7% | 1,405 | +3.2% | 0.02% | -16.7% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $262,000 | +3.1% | 1,161 | +0.1% | 0.02% | -5.0% |
| CB | CHUBB LIMITED | $266,000 | +11.3% | 1,377 | 0.0% | 0.02% | 0.0% | |
| BK | BANK NEW YORK MELLON CORP | $274,000 | +11.8% | 4,717 | 0.0% | 0.02% | 0.0% | |
| F | New | FORD MTR CO DEL | $255,000 | – | 12,274 | +100.0% | 0.02% | – |
| PSX | Sell | PHILLIPS 66 | $257,000 | +0.8% | 3,541 | -2.7% | 0.02% | -10.0% |
| UNP | New | UNION PAC CORP | $254,000 | – | 1,007 | +100.0% | 0.02% | – |
| HIG | Buy | HARTFORD FINL SVCS GROUP INC | $251,000 | -1.6% | 3,637 | +0.1% | 0.02% | -10.0% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $248,000 | +19.8% | 2,215 | +10.8% | 0.02% | +12.5% |
| NVO | NOVO-NORDISK A Sadr | $255,000 | +16.4% | 2,280 | 0.0% | 0.02% | +5.9% | |
| TTD | New | THE TRADE DESK INC | $258,000 | – | 2,820 | +100.0% | 0.02% | – |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $250,000 | +14.7% | 374 | -1.8% | 0.02% | +5.9% |
| IWR | Buy | ISHARES TRrus mid cap etf | $244,000 | +7.0% | 2,937 | +0.7% | 0.02% | -5.6% |
| CSWI | CSW INDUSTRIALS INC | $224,000 | -5.1% | 1,850 | 0.0% | 0.02% | -15.8% | |
| CERN | New | CERNER CORP | $221,000 | – | 2,380 | +100.0% | 0.02% | – |
| ENR | Sell | ENERGIZER HLDGS INC NEW | $231,000 | -22.2% | 5,768 | -24.2% | 0.02% | -33.3% |
| GT | Sell | GOODYEAR TIRE & RUBR CO | $232,000 | -18.6% | 10,889 | -32.3% | 0.02% | -30.4% |
| ITW | New | ILLINOIS TOOL WKS INC | $219,000 | – | 886 | +100.0% | 0.02% | – |
| EWO | New | ISHARES INCmsci austria etf | $224,000 | – | 8,785 | +100.0% | 0.02% | – |
| IWS | Buy | ISHARES TRrus mdcp val etf | $230,000 | +8.5% | 1,881 | +0.6% | 0.02% | -5.9% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $210,000 | -0.9% | 2,869 | +0.7% | 0.02% | -11.8% |
| ALLE | Sell | ALLEGION PLC | $215,000 | -3.6% | 1,622 | -3.9% | 0.02% | -16.7% |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $213,000 | – | 464 | +100.0% | 0.02% | – |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $204,000 | -2.4% | 921 | -11.4% | 0.01% | -17.6% |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $203,000 | -1.5% | 2,500 | 0.0% | 0.01% | -12.5% | |
| DE | New | DEERE & CO | $204,000 | – | 594 | +100.0% | 0.01% | – |
| VOOG | New | VANGUARD ADMIRAL FDS INC500 grth idx f | $201,000 | – | 667 | +100.0% | 0.01% | – |
| TBLA | TABOOLA.COM LTD | $195,000 | -8.0% | 25,075 | 0.0% | 0.01% | -17.6% | |
| IS | IRONSOURCE LTD | $182,000 | -28.9% | 23,562 | 0.0% | 0.01% | -35.0% | |
| PHT | New | PIONEER HIGH INCOME FUND INC | $97,000 | – | 10,044 | +100.0% | 0.01% | – |
| NYMT | New | NEW YORK MTG TR INC | $56,000 | – | 15,000 | +100.0% | 0.00% | – |
| AMPE | AMPIO PHARMACEUTICALS INC | $51,000 | -65.8% | 90,000 | 0.0% | 0.00% | -66.7% | |
| DHY | New | CREDIT SUISSE HIGH YIELD BDsh ben int | $37,000 | – | 15,000 | +100.0% | 0.00% | – |
| IVR | New | INVESCO MORTGAGE CAPITAL INC | $31,000 | – | 10,977 | +100.0% | 0.00% | – |
| UL | Exit | UNILEVER PLCspon adr new | $0 | – | -3,909 | -100.0% | -0.02% | – |
| EA | Exit | ELECTRONIC ARTS INC | $0 | – | -1,925 | -100.0% | -0.02% | – |
| TT | Exit | TRANE TECHNOLOGIES PLC | $0 | – | -2,068 | -100.0% | -0.03% | – |
| KSU | Exit | KANSAS CITY SOUTHERN | $0 | – | -21,355 | -100.0% | -0.46% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
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.