GPM Growth Investors as of Dec. 31, 2024
Portfolio Holdings for GPM Growth Investors
GPM Growth Investors holds 43 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 8.1 | $19M | 46k | 421.50 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.8 | $16M | 85k | 189.30 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 5.4 | $13M | 462k | 27.87 | |
| Apple (AAPL) | 5.4 | $13M | 51k | 250.42 | |
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 5.1 | $12M | 600k | 20.13 | |
| Amazon (AMZN) | 4.9 | $12M | 53k | 219.39 | |
| Costco Wholesale Corporation (COST) | 4.6 | $11M | 12k | 916.27 | |
| Visa Com Cl A (V) | 4.1 | $9.8M | 31k | 316.04 | |
| Oracle Corporation (ORCL) | 3.8 | $9.0M | 54k | 166.64 | |
| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 3.8 | $8.9M | 487k | 18.34 | |
| Stryker Corporation (SYK) | 3.5 | $8.2M | 23k | 360.05 | |
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 3.4 | $7.9M | 407k | 19.48 | |
| Carrier Global Corporation (CARR) | 3.1 | $7.3M | 108k | 68.26 | |
| Analog Devices (ADI) | 3.1 | $7.3M | 34k | 212.46 | |
| McDonald's Corporation (MCD) | 2.5 | $5.8M | 20k | 289.89 | |
| Heico Corp Cl A (HEI.A) | 2.3 | $5.4M | 29k | 186.08 | |
| Texas Roadhouse (TXRH) | 2.0 | $4.8M | 27k | 180.43 | |
| Walker & Dunlop (WD) | 1.9 | $4.5M | 46k | 97.21 | |
| Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) | 1.9 | $4.4M | 206k | 21.39 | |
| Microchip Technology (MCHP) | 1.8 | $4.3M | 75k | 57.35 | |
| Meta Platforms Cl A (META) | 1.8 | $4.3M | 7.3k | 585.51 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.8 | $4.2M | 183k | 23.18 | |
| Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) | 1.7 | $3.9M | 181k | 21.68 | |
| UnitedHealth (UNH) | 1.7 | $3.9M | 7.7k | 505.86 | |
| CSX Corporation (CSX) | 1.5 | $3.5M | 108k | 32.27 | |
| salesforce (CRM) | 1.5 | $3.5M | 10k | 334.33 | |
| Teledyne Technologies Incorporated (TDY) | 1.3 | $3.0M | 6.5k | 464.13 | |
| Canadian Pacific Kansas City (CP) | 1.3 | $3.0M | 41k | 72.37 | |
| Adobe Systems Incorporated (ADBE) | 1.2 | $2.9M | 6.5k | 444.68 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.2 | $2.8M | 101k | 27.32 | |
| Nordson Corporation (NDSN) | 1.1 | $2.7M | 13k | 209.24 | |
| Vanguard World Inf Tech Etf (VGT) | 1.1 | $2.5M | 4.1k | 621.80 | |
| Charles Schwab Corporation (SCHW) | 1.1 | $2.5M | 34k | 74.01 | |
| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 1.0 | $2.5M | 110k | 22.40 | |
| Waste Management (WM) | 0.9 | $2.2M | 11k | 201.79 | |
| Pacer Fds Tr Pacer Us Small (CALF) | 0.8 | $1.8M | 41k | 44.01 | |
| Nike CL B (NKE) | 0.6 | $1.4M | 19k | 75.67 | |
| Spotify Technology S A SHS (SPOT) | 0.5 | $1.3M | 2.8k | 447.38 | |
| Starbucks Corporation (SBUX) | 0.2 | $554k | 6.1k | 91.25 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $447k | 2.3k | 190.44 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $300k | 569.00 | 526.57 | |
| Walt Disney Company (DIS) | 0.1 | $261k | 2.3k | 111.35 | |
| Netflix (NFLX) | 0.1 | $255k | 286.00 | 891.32 |
