Ghe, LLC Top Holdings and 13F Report (2024) → Man who spotted Apple at $1.49 says: “Buy These 6 AI Stocks.” (From InvestorPlace) (Ad) About Ghe, LLCInvestment ActivityGhe, LLC has $216.32 thousand in total holdings as of March 31, 2024.Ghe, LLC owns shares of 53 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 1.10% of the portfolio was purchased this quarter.About 0.33% of the portfolio was sold this quarter.This quarter, Ghe, LLC has purchased 53 new stocks and bought additional shares in 35 stocks.Ghe, LLC sold shares of 5 stocks and completely divested from 0 stocks this quarter.Largest Holdings NVIDIA $98,724Adobe $11,351Marathon Petroleum $7,671Moody's $6,452Lowe's Companies $6,197 Largest Purchases this Quarter S&P Global 4,192 shares (about $1.78K)Moody's 219 shares (about $86.07)Adobe 159 shares (about $80.23)Block 899 shares (about $76.02)PayPal 847 shares (about $56.74) Largest Sales this Quarter SEI Investments 7,602 shares (about $546.71)NVIDIA 139 shares (about $125.60)PepsiCo 140 shares (about $24.50)Chegg 2,133 shares (about $16.13)Best Buy 12 shares (about $0.98) Sector Allocation Over TimeMap of 500 Largest Holdings ofGhe, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$98,724$126 ▼-0.1%109,26145.6%Computer and TechnologyADBEAdobe$11,351$80 ▲0.7%22,4955.2%Computer and TechnologyMPCMarathon Petroleum$7,671$5 ▲0.1%38,0703.5%Oils/EnergyMCOMoody's$6,452$86 ▲1.4%16,4163.0%FinanceLOWLowe's Companies$6,197$11 ▲0.2%24,3282.9%Retail/WholesalePGRProgressive$5,914$6 ▲0.1%28,5932.7%FinanceSPGIS&P Global$5,634$1,784 ▲46.3%13,2422.6%Business ServicesCOSTCostco Wholesale$4,736$6 ▲0.1%6,4642.2%Retail/WholesaleADPAutomatic Data Processing$4,340$15 ▲0.4%17,3792.0%Business ServicesSBUXStarbucks$4,109$14 ▲0.3%44,9621.9%Retail/WholesaleMCDMcDonald's$4,046$8 ▲0.2%14,3491.9%Retail/WholesaleQCOMQUALCOMM$3,723$5 ▲0.1%21,9901.7%Computer and TechnologyPCNPIMCO Corporate & Income Strategy Fund$3,575$7 ▲0.2%255,9171.7%Financial ServicesTNETTriNet Group$3,519$8 ▲0.2%26,5641.6%Business ServicesDHID.R. Horton$3,002$12 ▲0.4%18,2411.4%ConstructionMSCIMSCI$2,697$7 ▲0.2%4,8131.2%Computer and TechnologyPAYXPaychex$2,591$5 ▲0.2%21,1031.2%Business ServicesBOOKING HOLDINGS INC COM$2,565$7 ▲0.3%7071.2%BKNGTROWT. Rowe Price Group$2,327$22 ▲1.0%19,0901.1%FinanceCHUBB LIMITED COM$2,055$4 ▲0.2%7,9300.9%CBKBHKB Home$1,964$19 ▲1.0%27,7020.9%ConstructionJNJJohnson & Johnson$1,922$5 ▲0.2%12,1530.9%MedicalPEPPepsiCo$1,905$25 ▼-1.3%10,8840.9%Consumer StaplesBZHBeazer Homes USA$1,866$14 ▲0.8%56,8810.9%ConstructionCLColgate-Palmolive$1,858$5 ▲0.3%20,6310.9%Consumer StaplesSQBlock$1,775$76 ▲4.5%20,9900.8%Business ServicesCSCOCisco Systems$1,720$3 ▲0.2%34,4670.8%Computer and TechnologyPYPLPayPal$1,633$57 ▲3.6%24,3760.8%Computer and TechnologyBBYBest Buy$1,488$1 ▼-0.1%18,1420.7%Retail/WholesaleABTAbbott Laboratories$1,432$5 ▲0.4%12,5950.7%MedicalMARMarriott International$1,411$2 ▲0.1%5,5940.7%Consumer DiscretionaryPGProcter & Gamble$1,401$3 ▲0.2%8,6330.6%Consumer StaplesSYYSysco$1,197$3 ▲0.2%14,7500.6%Consumer StaplesEEMiShares MSCI Emerging Markets ETF$9360.0%22,7930.4%FinanceEBAYeBay$925$2 ▲0.3%17,5270.4%Retail/WholesaleEXPEExpedia Group$917$8 ▲0.8%6,6570.4%Retail/WholesaleMANManpowerGroup$802$0 ▲0.0%10,3290.4%Business ServicesGSThe Goldman Sachs Group$7280.0%1,7430.3%FinanceSEICSEI Investments$610$547 ▼-47.3%8,4820.3%FinanceSPGSimon Property Group$5720.0%3,6520.3%FinanceMDYSPDR S&P MidCap 400 ETF Trust$5560.0%1,0000.3%ETFHDHome Depot$4950.0%1,2900.2%Retail/WholesaleWFCWells Fargo & Company$4480.0%7,7330.2%FinancePTYPIMCO Corporate & Income Opportunity Fund$3770.0%25,3500.2%FinanceTIPiShares TIPS Bond ETF$3730.0%3,4720.2%ETFDSLDoubleLine Income Solutions Fund$319$44 ▲16.2%25,1000.1%Financial ServicesVYMVanguard High Dividend Yield ETF$2760.0%2,2850.1%ETFSTRAStrategic Education$2650.0%2,5450.1%Consumer DiscretionaryWLYJohn Wiley & Sons$2400.0%6,2900.1%Consumer StaplesBSCQInvesco BulletShares 2026 Corporate Bond ETF$2310.0%12,0000.1%ETFSBHSally Beauty$208$45 ▲27.7%16,7840.1%Retail/WholesaleCHGGChegg$134$16 ▼-10.7%17,7250.1%Consumer DefensivePMFPIMCO Municipal Income Fund$1120.0%12,0000.1%Financial ServicesShowing largest 100 holdings. 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