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Sebrina Ivey

@Ghp Investment Advisors, Inc.

Latest period2024 - Q3ReportedManaged Assets$2.181BTotal holdings968
Assets growth rate8.97%Assets growth rate (2-Q avg)4.08%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Ghp Investment Advisors, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 968 positions.

Assets under management

The assets under management (AUM) of Ghp Investment Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.181B in assets, with a quarterly growth rate of 8.97% and a 2-quarter average growth rate of 4.08%. The portfolio is managed by Sebrina Ivey, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -2.59%
1.81%
$39.373M
168,984 shares@ $233.01 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 0.69%
1.76%
$38.171M
366,394 shares@ $104.19 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.48%
1.46%
$31.727M
73,731 shares@ $430.31 avg price
FICOFair Isaac Corp
Recent Activity
Decreased -1.51%
1.32%
$28.79M
14,813 shares@ $1943.55 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 1.48%
1.25%
$27.157M
514,241 shares@ $52.81 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 1.74%
1.16%
$25.161M
313,067 shares@ $80.37 avg price
MDYGSpdr Ser Tr
Recent Activity
Increased 2.23%
1.14%
$24.76M
282,202 shares@ $87.75 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.44%
1.12%
$24.41M
53,035 shares@ $460.26 avg price
SCHFSchwab Strategic Tr
Recent Activity
Decreased -0.05%
1.12%
$24.25M
589,738 shares@ $41.12 avg price
IVWIshares Tr
Recent Activity
Decreased -2.39%
1.06%
$23.08M
241,047 shares@ $95.76 avg price