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Home > Institutional Investor > Ghp Investment Advisors, Inc. > Profile

Instuitional Investor - Ghp Investment Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Ghp Investment Advisors, Inc.
Portfolio Value $2,257,752,935
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,465,966 $42,820,884 1.9%
2.
Microsoft Corp
 MSFT 74,038 $36,827,125 1.63%
3.
Apple Inc.
 AAPL 160,104 $32,848,621 1.45%
4.
Vanguard Tax-Managed Fds
 513,518 $29,275,645 1.3%
5.
Schwab Strategic Trust
 FNDF 1,250,086 $27,626,889 1.22%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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