Filed: 4/23/2025ACC: 0001140361-25-014991
📋 What this filing means
GHP INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 955 equity positions with a total reported market value of $2.08B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
955
Positions
$2.08B
Total AUM (reported)
23.37M
Total Shares
Allocation by class
COM$1.20B57.8%
CL A$82.82M4.0%
US LCAP GR ETF$36.53M1.8%
SHS$29.11M1.4%
COM NEW$28.84M1.4%
CL B NEW$28.34M1.4%
VAN FTSE DEV MKT$26.00M1.2%
Portfolio Concentration
Top 3$101.09M4.9%
4–10$173.20M8.3%
11–25$294.73M14.2%
Rest$1.51B72.7%
Top 3 weight
4.9%
Top 10 weight
13.2%
Voting Authority Distribution
Total shares with voting rights: 23.37M
Sole
Full voting authority
20.87M
shares
% of voting shares89.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.50M
shares
% of voting shares10.7%
Investment Discretion (by position count)
Sole955
Shared0
Other0
Dominant voting typeSole · 89.3% of voting shares
Institutional Holdings955
Rows:
SCHWAB STRATEGIC TR
SOLEShares1.46M
TypeSH
Market value$36.53M
1.76%
Sole
1.34M
Shared
0.00
None
120.98K
APPLE INC
SOLEShares163.03K
TypeSH
Market value$36.21M
1.74%
Sole
144.18K
Shared
0.00
None
18.85K
BERKSHIRE HATHAWAY INC DEL
SOLEShares53.22K
TypeSH
Market value$28.34M
1.36%
Sole
48.48K
Shared
0.00
None
4.74K
MICROSOFT CORP
SOLEShares73.45K
TypeSH
Market value$27.57M
1.33%
Sole
65.71K
Shared
0.00
None
7.74K
VANGUARD TAX-MANAGED FDS
SOLEShares511.44K
TypeSH
Market value$26.00M
1.25%
Sole
474.61K
Shared
0.00
None
36.84K
SCHWAB STRATEGIC TR
SOLEShares973.37K
TypeSH
Market value$25.87M
1.24%
Sole
871.52K
Shared
0.00
None
101.85K
SCHWAB STRATEGIC TR
SOLEShares1.23M
TypeSH
Market value$24.38M
1.17%
Sole
1.07M
Shared
0.00
None
165.43K
SPDR SER TR
SOLEShares298.86K
TypeSH
Market value$23.75M
1.14%
Sole
263.93K
Shared
0.00
None
34.93K
JPMORGAN CHASE & CO.
SOLEShares94.43K
TypeSH
Market value$23.16M
1.11%
Sole
84.77K
Shared
0.00
None
9.66K
ISHARES TR
SOLEShares724.42K
TypeSH
Market value$22.47M
1.08%
Sole
632.64K
Shared
0.00
None
91.78K
ISHARES TR
SOLEShares295.58K
TypeSH
Market value$22.36M
1.07%
Sole
260.35K
Shared
0.00
None
35.23K
SPDR SER TR
SOLEShares275.31K
TypeSH
Market value$21.21M
1.02%
Sole
248.37K
Shared
0.00
None
26.94K
FRANKLIN TEMPLETON ETF TR
SOLEShares738.58K
TypeSH
Market value$21.17M
1.02%
Sole
622.15K
Shared
0.00
None
116.43K
SCHWAB STRATEGIC TR
SOLEShares577.14K
TypeSH
Market value$20.89M
1.00%
Sole
503.84K
Shared
0.00
None
73.30K
ISHARES TR
SOLEShares161.73K
TypeSH
Market value$20.14M
0.97%
Sole
156.24K
Shared
0.00
None
5.50K
ISHARES TR
SOLEShares203.92K
TypeSH
Market value$19.88M
0.96%
Sole
197.62K
Shared
0.00
None
6.30K
SPDR SER TR
SOLEShares237.71K
TypeSH
Market value$19.73M
0.95%
Sole
213.15K
Shared
0.00
None
24.56K
INTERNATIONAL BUSINESS MACHS
SOLEShares79.06K
TypeSH
Market value$19.66M
0.94%
Sole
69.59K
Shared
0.00
None
9.47K
ISHARES TR
SOLEShares209.29K
TypeSH
Market value$19.43M
0.93%
Sole
202.74K
Shared
0.00
None
6.55K
HOULIHAN LOKEY INC
SOLEShares120.26K
TypeSH
Market value$19.42M
0.93%
Sole
112.53K
Shared
0.00
None
7.74K
ISHARES TR
SOLEShares53.28K
TypeSH
Market value$19.24M
0.92%
Sole
50.97K
Shared
0.00
None
2.31K
ISHARES TR
SOLEShares98.53K
TypeSH
Market value$18.78M
0.90%
Sole
95.54K
Shared
0.00
None
2.99K
ALPHABET INC
SOLEShares115.55K
TypeSH
Market value$18.05M
0.87%
Sole
104.31K
Shared
0.00
None
11.25K
RTX CORPORATION
SOLEShares131.32K
TypeSH
Market value$17.40M
0.84%
Sole
121.71K
Shared
0.00
None
9.61K
TJX COS INC NEW
SOLEShares142.63K
TypeSH
Market value$17.37M
0.83%
Sole
129.49K
Shared
0.00
None
13.14K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 1.46M | SH | $36.53M 1.76% | 1.34M | 0.00 | 120.98K |
APPLE INCSOLE | COM | 163.03K | SH | $36.21M 1.74% | 144.18K | 0.00 | 18.85K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 53.22K | SH | $28.34M 1.36% | 48.48K | 0.00 | 4.74K |
MICROSOFT CORPSOLE | COM | 73.45K | SH | $27.57M 1.33% | 65.71K | 0.00 | 7.74K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 511.44K | SH | $26.00M 1.25% | 474.61K | 0.00 | 36.84K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 973.37K | SH | $25.87M 1.24% | 871.52K | 0.00 | 101.85K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 1.23M | SH | $24.38M 1.17% | 1.07M | 0.00 | 165.43K |
SPDR SER TRSOLE | S&P 400 MDCP GRW | 298.86K | SH | $23.75M 1.14% | 263.93K | 0.00 | 34.93K |
JPMORGAN CHASE & CO.SOLE | COM | 94.43K | SH | $23.16M 1.11% | 84.77K | 0.00 | 9.66K |
ISHARES TRSOLE | INTL SEL DIV ETF | 724.42K | SH | $22.47M 1.08% | 632.64K | 0.00 | 91.78K |
ISHARES TRSOLE | CORE MSCI EAFE | 295.58K | SH | $22.36M 1.07% | 260.35K | 0.00 | 35.23K |
SPDR SER TRSOLE | S&P 400 MDCP VAL | 275.31K | SH | $21.21M 1.02% | 248.37K | 0.00 | 26.94K |
FRANKLIN TEMPLETON ETF TRSOLE | FTSE UNTD KGDM | 738.58K | SH | $21.17M 1.02% | 622.15K | 0.00 | 116.43K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 577.14K | SH | $20.89M 1.00% | 503.84K | 0.00 | 73.30K |
ISHARES TRSOLE | S&P SML 600 GWT | 161.73K | SH | $20.14M 0.97% | 156.24K | 0.00 | 5.50K |
ISHARES TRSOLE | SP SMCP600VL ETF | 203.92K | SH | $19.88M 0.96% | 197.62K | 0.00 | 6.30K |
SPDR SER TRSOLE | S&P 600 SMCP GRW | 237.71K | SH | $19.73M 0.95% | 213.15K | 0.00 | 24.56K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 79.06K | SH | $19.66M 0.94% | 69.59K | 0.00 | 9.47K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 209.29K | SH | $19.43M 0.93% | 202.74K | 0.00 | 6.55K |
HOULIHAN LOKEY INCSOLE | CL A | 120.26K | SH | $19.42M 0.93% | 112.53K | 0.00 | 7.74K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 53.28K | SH | $19.24M 0.92% | 50.97K | 0.00 | 2.31K |
ISHARES TRSOLE | S&P 500 VAL ETF | 98.53K | SH | $18.78M 0.90% | 95.54K | 0.00 | 2.99K |
ALPHABET INCSOLE | CAP STK CL C | 115.55K | SH | $18.05M 0.87% | 104.31K | 0.00 | 11.25K |
RTX CORPORATIONSOLE | COM | 131.32K | SH | $17.40M 0.84% | 121.71K | 0.00 | 9.61K |
TJX COS INC NEWSOLE | COM | 142.63K | SH | $17.37M 0.83% | 129.49K | 0.00 | 13.14K |
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