Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GHP INVESTMENT ADVISORS INC | 04-20-2023 | 03-31-2023 | 918 | 1,574,196,836 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ORACLE CORP | COM | 51 | $8,969,130 | 96,525 | 0.00 | 0.43 | 4,615 | 5.02 | 03-31-2023 |
| CSX CORP | COM | 52 | $8,892,725 | 297,018 | 0.00 | 0.60 | 1,249 | 0.42 | 03-31-2023 |
| SPDR SER TR | PRTFLO S&P500 GW | 53 | $8,647,090 | 156,197 | 0.00 | 0.47 | 34,695 | 28.56 | 03-31-2023 |
| ISHARES TR | INTL SEL DIV ETF | 54 | $8,621,685 | 313,630 | 0.00 | 0.15 | 225,518 | 255.94 | 03-31-2023 |
