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
CWENClearway Energy Inc Recent Activity New Position	0.01%	$20,127 656 shares@ $30.69 avg price	New Position
MMSIMerit Med Sys Inc Recent Activity New Position	0.01%	$19,766 200 shares@ $98.83 avg price	New Position
JEFJefferies Finl Group Inc Recent Activity New Position	0.01%	$19,696 320 shares@ $61.55 avg price	New Position
NVRNvr Inc Recent Activity New Position	0.01%	$19,624 2 shares@ $9812.0 avg price	New Position
SYFSynchrony Financial Recent Activity New Position	0.01%	$18,905 379 shares@ $49.89 avg price	New Position
AZOAutozone Inc Recent Activity New Position	0.01%	$18,901 6 shares@ $3150.17 avg price	New Position
MCHPMicrochip Technology Inc. Recent Activity New Position	0.01%	$18,869 235 shares@ $80.3 avg price	New Position
SKXSkechers U S A Inc Recent Activity New Position	0.01%	$18,403 275 shares@ $66.92 avg price	New Position
FCXFreeport-mcmoran Inc Recent Activity New Position	0.01%	$18,321 367 shares@ $49.93 avg price	New Position
EOTEaton Vance Natl Mun Opport Recent Activity New Position	0.01%	$18,058 1,006 shares@ $17.96 avg price	New Position