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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
SCHGSchwab Strategic Tr
Recent Activity
Increased 0.69%
1.76%
$38.171M
366,394 shares@ $104.19 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
SLYGSpdr Ser Tr
Recent Activity
Increased 0.97%
0.99%
$21.588M
231,858 shares@ $93.11 avg price
MDYVSpdr Ser Tr
Recent Activity
Increased 1.59%
0.99%
$21.56M
271,333 shares@ $79.46 avg price
IEFAIshares Tr
Recent Activity
Increased 11.82%
0.98%
$21.317M
273,121 shares@ $78.05 avg price
FNDCSchwab Strategic Tr
Recent Activity
Increased 11.71%
0.93%
$20.176M
528,851 shares@ $38.16 avg price
IDVIshares Tr
Recent Activity
Increased 13.64%
0.92%
$19.906M
658,469 shares@ $30.23 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 0.09%
0.9%
$19.533M
92,634 shares@ $210.86 avg price