13F HOLDINGS REPORT
GPM Growth Investors, Inc.
Quarter ended Q4 2024 · Filed February 6, 2025 · Accession 0001799367-25-000001
Total Value
$236.7M
Positions
43
Other Managers
0
Confidential Omitted
No
Holdings (43)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 45,497 | $19.2M | 8.10% |
| 2 | ALPHABET INC | GOOG | 85,044 | $16.1M | 6.80% |
| 3 | SCHWAB STRATEGIC TR | 808524300 | 461,909 | $12.9M | 5.44% |
| 4 | APPLE INC | AAPL | 51,025 | $12.8M | 5.40% |
| 5 | INVESCO EXCH TRD SLF IDX FD | IVZ | 600,170 | $12.1M | 5.10% |
| 6 | AMAZON COM INC | AMZN | 52,494 | $11.5M | 4.87% |
| 7 | COSTCO WHSL CORP NEW | 22160K105 | 11,807 | $10.8M | 4.57% |
| 8 | VISA INC | V | 31,024 | $9.8M | 4.14% |
| 9 | ORACLE CORP | ORCL-PD | 54,090 | $9.0M | 3.81% |
| 10 | INVESCO EXCH TRD SLF IDX FD | IVZ | 487,342 | $8.9M | 3.78% |
| 11 | STRYKER CORPORATION | SYK | 22,705 | $8.2M | 3.45% |
| 12 | INVESCO EXCH TRD SLF IDX FD | IVZ | 407,400 | $7.9M | 3.35% |
| 13 | CARRIER GLOBAL CORPORATION | CARR | 107,559 | $7.3M | 3.10% |
| 14 | ANALOG DEVICES INC | ADI | 34,232 | $7.3M | 3.07% |
| 15 | MCDONALDS CORP | MCD | 20,167 | $5.8M | 2.47% |
| 16 | HEICO CORP NEW | HEI-A | 28,989 | $5.4M | 2.28% |
| 17 | TEXAS ROADHOUSE INC | TXRH | 26,475 | $4.8M | 2.02% |
| 18 | WALKER & DUNLOP INC | WD | 45,969 | $4.5M | 1.89% |
| 19 | INVESCO EXCH TRD SLF IDX FD | IVZ | 205,888 | $4.4M | 1.86% |
| 20 | MICROCHIP TECHNOLOGY INC. | MCHPP | 75,096 | $4.3M | 1.82% |
| 21 | META PLATFORMS INC | META | 7,275 | $4.3M | 1.80% |
| 22 | SCHWAB STRATEGIC TR | 808524201 | 182,730 | $4.2M | 1.79% |
| 23 | INVESCO EXCH TRD SLF IDX FD | IVZ | 180,931 | $3.9M | 1.66% |
| 24 | UNITEDHEALTH GROUP INC | UNH | 7,737 | $3.9M | 1.65% |
| 25 | CSX CORP | CSX | 108,211 | $3.5M | 1.48% |
| 26 | SALESFORCE INC | CRM | 10,444 | $3.5M | 1.48% |
| 27 | TELEDYNE TECHNOLOGIES INC | TDY | 6,518 | $3.0M | 1.28% |
| 28 | CANADIAN PACIFIC KANSAS CITY | CP | 41,300 | $3.0M | 1.26% |
| 29 | ADOBE INC | ADBE | 6,486 | $2.9M | 1.22% |
| 30 | SCHWAB STRATEGIC TR | 808524797 | 100,761 | $2.8M | 1.16% |
| 31 | NORDSON CORP | NDSN | 12,710 | $2.7M | 1.12% |
| 32 | VANGUARD WORLD FD | 92204A702 | 4,071 | $2.5M | 1.07% |
| 33 | SCHWAB CHARLES CORP | SCHW-PJ | 33,962 | $2.5M | 1.06% |
| 34 | INVESCO EXCH TRD SLF IDX FD | IVZ | 110,068 | $2.5M | 1.04% |
| 35 | WASTE MGMT INC DEL | 94106L109 | 11,045 | $2.2M | 0.94% |
| 36 | PACER FDS TR | 69374H857 | 40,914 | $1.8M | 0.76% |
| 37 | NIKE INC | NKE | 18,534 | $1.4M | 0.59% |
| 38 | SPOTIFY TECHNOLOGY S A | SPOT | 2,840 | $1.3M | 0.54% |
| 39 | STARBUCKS CORP | SBUX | 6,066 | $553,523 | 0.23% |
| 40 | ALPHABET INC | GOOG | 2,347 | $446,963 | 0.19% |
| 41 | MASTERCARD INCORPORATED | MA | 569 | $299,618 | 0.13% |
| 42 | DISNEY WALT CO | 254687106 | 2,342 | $260,782 | 0.11% |
| 43 | NETFLIX INC | NFLX | 286 | $254,918 | 0.11% |