GHP Investment Advisors, Inc. Q2 2023 vs. Q3 2023: A Comprehensive Analysis of 13F Holdings

As an investor, keeping track of changes in the holdings of different funds can provide valuable insights into market trends and investment strategies. In this article, we will delve into the Q2 2023 vs. Q3 2023 13F holdings comparison of GHP Investment Advisors, Inc., shedding light on the shifts in their portfolio.

GHP Investment Advisors, Inc. is a renowned investment firm known for its strategic investment decisions. By analyzing their 13F filings, which disclose their holdings, we can gain a better understanding of their investment approach and identify potential investment opportunities.

In Q2 2023, GHP Investment Advisors held positions in several well-known companies across various sectors. Some notable holdings included:

1. Apple Inc. (AAPL): GHP Investment Advisors increased its holdings in Apple Inc. by 1.9% from Q2 to Q3 2023.

2. Schwab Strategic TR (SCHG): Their holdings in Schwab Strategic TR also experienced a small increase of 1.6% during the same period.

3. Microsoft Corp. (MSFT): There was a marginal difference of 2.1% in their holdings of Microsoft Corp.

4. Vanguard Tax-Managed FDS (VEA): GHP Investment Advisors witnessed a slight decline of 5% in their holdings of Vanguard Tax-Managed FDS.

These are just a few examples of the changes that occurred in GHP Investment Advisors' portfolio. By analyzing the entire 13F holdings comparison, we can gain a comprehensive understanding of their investment strategy and the underlying market trends.

It is important to note that 13F filings are required by the U.S. Securities and Exchange Commission (SEC) for institutional investment managers with assets under management above a certain threshold. These filings provide transparency and allow market participants to analyze the investment decisions of these institutions.

By examining the changes in holdings over time, investors can gain insights into the strategies employed by successful firms like GHP Investment Advisors. While it is crucial to consider other factors, such as financial statements and market conditions, analyzing 13F filings can be a valuable tool for making informed investment decisions.

In conclusion, GHP Investment Advisors, Inc.'s Q2 2023 vs. Q3 2023 13F holdings comparison demonstrates the dynamic nature of portfolio management. By closely monitoring changes in holdings, investors can gain valuable insights and potentially align their investment strategies with successful firms. However, it is essential to conduct comprehensive research and consult with financial professionals before making any investment decisions.