GHP Investment Advisors, Inc.

Q4 2024 13F Holdings

  • Location
    denver, CO
  • Num holdings

    973

  • Value ($000)

    $2,143,242

  • Date Filed
    01/27/2025
  • Form type
    13F-HR
  • CIK
    0001401561
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
$41.75M
2 %

166,703

SCHG
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
$40.76M
2 %

1,462,363

MSFT
MSFT

MICROSOFT CORP

COM
$30.70M
1 %

72,841

MDYG
MDYG

SPDR SER TR

S&P 400 MDCP GRW
$25.28M
1 %

290,957

SCHV
SCHV

SCHWAB STRATEGIC TR

US LCAP VA ETF
$25.07M
1 %

961,795

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
$24.61M
1 %

514,663

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
$24.24M
1 %

53,486

SCHF
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
$22.59M
1 %

1,221,084

IJS
IJS

ISHARES TR

SP SMCP600VL ETF
$22.52M
1 %

207,320

JPM
JPM

JPMORGAN CHASE & CO.

COM
$22.23M
1 %

92,756

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 973