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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
IVEIshares Tr
Recent Activity
Decreased -0.92%
0.92%
$19.915M
101,006 shares@ $197.17 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -0.3%
0.89%
$19.203M
114,858 shares@ $167.19 avg price
CWCurtiss Wright Corp
Recent Activity
Decreased -2.51%
0.86%
$18.712M
56,930 shares@ $328.7 avg price
MCOMoodys Corp
Recent Activity
Decreased -1.4%
0.82%
$17.838M
37,586 shares@ $474.59 avg price
SCHCSchwab Strategic Tr
Recent Activity
Decreased -2.17%
0.82%
$17.837M
462,934 shares@ $38.53 avg price
IWDIshares Tr
Recent Activity
Decreased -1%
0.8%
$17.365M
91,489 shares@ $189.81 avg price
ORCLOracle Corp
Recent Activity
Decreased -0.36%
0.78%
$16.921M
99,302 shares@ $170.41 avg price
TJXTjx Cos Inc New
Recent Activity
Decreased -0.78%
0.76%
$16.479M
140,200 shares@ $117.55 avg price
EMEEmcor Group Inc
Recent Activity
Decreased -2.1%
0.75%
$16.267M
37,783 shares@ $430.54 avg price
AXPAmerican Express Co
Recent Activity
Decreased -1.54%
0.71%
$15.456M
56,993 shares@ $271.2 avg price