Sebrina Ivey
Ghp Investment Advisors, Inc.
Assets Managed
$2.43B
Holdings
1437
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
-0.04%(2Q avg: 1.05%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Ghp Investment Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1437 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.43B in assets, with a quarterly growth rate of -0.04% and a 2-quarter average growth rate of 1.05%. The portfolio is managed by Sebrina Ivey, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
SCHG Schwab Us Large-cap Growth
| 1.76% | $42.594M 1.462M shares@ $29.14 avg price | Increased 0.52% |
AAPL Apple Inc
| 1.7% | $41.19M 162,298 shares@ $253.8 avg price | Decreased -0.47% |
GOOG Alphabet Inc-cl C
| 1.42% | $34.335M 119,694 shares@ $286.86 avg price | Increased 2.77% |
IDV Ishares International Select
| 1.34% | $32.342M 759,919 shares@ $42.56 avg price | Increased 0.58% |
VEA Vanguard Ftse Developed Etf
| 1.34% | $32.327M 504,486 shares@ $64.08 avg price | Decreased -0.46% |
SCHF Schwab Intl Equity Etf
| 1.31% | $31.808M 1.285M shares@ $24.76 avg price | Increased 0.05% |
MDYG Spdr S&p 400 Mid Capgrowth E
| 1.31% | $31.675M 330,087 shares@ $95.97 avg price | Increased 1.85% |
SCHV Schwab Us Large-cap Value
| 1.29% | $31.26M 1.025M shares@ $30.51 avg price | Increased 1.85% |
IEFA Ishares Core Msci Eafe Etf
| 1.16% | $28.02M 309,514 shares@ $90.54 avg price | Increased 0.88% |
FNDC Schwab Fndmnt Intl Sm Eq Etf
| 1.15% | $27.826M 600,222 shares@ $46.36 avg price | Increased 0.81% |
1-10 of 1437