GHP INVESTMENT ADVISORS, INC. Information

1670 BROADWAY, DENVER, Colorado, 80202, (303) 831-5000

Report Date: 09/30/2014

Position Statistics

Total Positions 274
New Positions 3
Increased Positions 177
Decreased Positions 42
Positions with Activity 219
Sold Out Positions 9
Total Mkt Value (in $ millions) 405

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 3.31%
Capital Goods 1.68%
Conglomerates
Consumer Cyclical 0.57%
Consumer/Non-Cyclical 3.8%
Energy 3.62%
Financial 58.79%
Healthcare 6.14%
Services 6.27%
Technology 11.16%
Transportation 2.35%
Utilities 2.22%

274 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL A 45,300 New 200
ISHARES TR SP SMCP600VL ETF 17,125 114 .67 144,513
ISHARES TR S&P MC 400VL ETF 14,545 195 1.36 112,744
ISHARES TR S&P 500 GRWT ETF 13,216 89 .68 116,551
ISHARES TR S&P 500 VAL ETF 12,310 66 .54 129,659
ISHARES TR RUS 1000 VAL ETF 11,955 -8 (0.07) 113,100
ISHARES TR S&P MC 400GR ETF 10,889 296 2.79 67,300
ISHARES TR SP SMCP600GR ETF 10,795 90 .84 87,455
ISHARES TR RUS 1000 GRW ETF 8,403 -4 (0.05) 86,624
ISHARES TR CORE S&P SCP ETF 7,037 49 .70 61,341
HONEYWELL INTL INC COM 5,541 .00 54,525
ISHARES TR CORE S&P MCP ETF 5,514 2 .04 37,701
ISHARES TR RUS 2000 VAL ETF 5,184 19 .37 50,664
CLAYMORE EXCHANGE TRD FD TR GUGG BULL 2015 4,791 1,003 26.49 183,849
WISDOMTREE TR INTL MIDCAP DV 4,600 231 5.29 81,537
ISHARES TR MSCI EMG MKT ETF 4,292 144 3.47 108,885
VANGUARD INDEX FDS SML CP GRW ETF 4,106 267 6.96 32,330
WISDOMTREE TR INTL SMCAP DIV 3,682 208 6 65,612
ISHARES MRGSTR MD CP VAL 3,620 3 .07 28,709
SCHWAB STRATEGIC TR INTL EQTY ETF 3,495 102 3.01 118,502


Latest News Headlines

View All
Create your free portfolio