Sebrina Ivey

@Ghp Investment Advisors, Inc.

Latest period2024 - Q3

Reported2mo 26d ago

Managed Assets$2.181B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
FERGFerguson Plc New Recent Activity Exited	0%	$6.978M 36,033 shares@ $193.65 avg price	Exited
TELTe Connectivity Ltd Recent Activity Exited	0%	$138,674 922 shares@ $150.41 avg price	Exited
CZRIshares Tr Recent Activity Exited	0%	$124,017 4,800 shares@ $25.84 avg price	Exited
UDRUdr Inc Recent Activity Exited	0%	$78,391 1,905 shares@ $41.16 avg price	Exited
IBTEIshares Tr Recent Activity Exited	0%	$76,161 3,176 shares@ $23.99 avg price	Exited
IBTFIshares Tr Recent Activity Exited	0%	$76,000 3,273 shares@ $23.23 avg price	Exited
HYGIshares Tr Recent Activity Exited	0%	$65,570 850 shares@ $77.15 avg price	Exited
MUBIshares Tr Recent Activity Exited	0%	$44,006 413 shares@ $106.56 avg price	Exited
ETBEaton Vance Tax Mnged Buy Wr Recent Activity Exited	0%	$41,584 2,945 shares@ $14.13 avg price	Exited
JNKSpdr Ser Tr Recent Activity Exited	0%	$29,037 308 shares@ $94.28 avg price	Exited