13F HOLDINGS REPORT
GPM Growth Investors, Inc.
Quarter ended Q1 2025 · Filed May 2, 2025 · Accession 0001799367-25-000002
Total Value
$228.1M
Positions
44
Other Managers
0
Confidential Omitted
No
Holdings (44)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 46,251 | $17.4M | 7.61% |
| 2 | ALPHABET INC | GOOG | 85,795 | $13.3M | 5.82% |
| 3 | INVESCO EXCH TRD SLF IDX FD | IVZ | 619,109 | $12.6M | 5.52% |
| 4 | SCHWAB STRATEGIC TR | 808524300 | 462,510 | $11.6M | 5.08% |
| 5 | APPLE INC | AAPL | 51,034 | $11.3M | 4.97% |
| 6 | COSTCO WHSL CORP NEW | 22160K105 | 11,706 | $11.1M | 4.85% |
| 7 | VISA INC | V | 31,164 | $10.9M | 4.79% |
| 8 | AMAZON COM INC | AMZN | 53,532 | $10.2M | 4.46% |
| 9 | INVESCO EXCH TRD SLF IDX FD | IVZ | 515,398 | $9.6M | 4.19% |
| 10 | STRYKER CORPORATION | SYK | 22,808 | $8.5M | 3.72% |
| 11 | INVESCO EXCH TRD SLF IDX FD | IVZ | 420,315 | $8.2M | 3.61% |
| 12 | ORACLE CORP | ORCL-PD | 54,561 | $7.6M | 3.34% |
| 13 | ANALOG DEVICES INC | ADI | 34,105 | $6.9M | 3.01% |
| 14 | CARRIER GLOBAL CORPORATION | CARR | 108,375 | $6.9M | 3.01% |
| 15 | MCDONALDS CORP | MCD | 20,140 | $6.3M | 2.76% |
| 16 | SCHWAB STRATEGIC TR | 808524201 | 280,633 | $6.2M | 2.72% |
| 17 | HEICO CORP NEW | HEI-A | 28,905 | $6.1M | 2.67% |
| 18 | INVESCO EXCH TRD SLF IDX FD | IVZ | 213,788 | $4.5M | 1.98% |
| 19 | META PLATFORMS INC | META | 7,726 | $4.5M | 1.95% |
| 20 | TEXAS ROADHOUSE INC | TXRH | 26,717 | $4.5M | 1.95% |
| 21 | INVESCO EXCH TRD SLF IDX FD | IVZ | 188,292 | $4.1M | 1.79% |
| 22 | UNITEDHEALTH GROUP INC | UNH | 7,766 | $4.1M | 1.78% |
| 23 | MICROCHIP TECHNOLOGY INC. | MCHPP | 74,591 | $3.6M | 1.58% |
| 24 | CSX CORP | CSX | 110,295 | $3.2M | 1.42% |
| 25 | TELEDYNE TECHNOLOGIES INC | TDY | 6,476 | $3.2M | 1.41% |
| 26 | SALESFORCE INC | CRM | 10,544 | $2.8M | 1.24% |
| 27 | AIRBNB INC | ABNB | 23,181 | $2.8M | 1.21% |
| 28 | SCHWAB CHARLES CORP | SCHW-PJ | 33,880 | $2.7M | 1.16% |
| 29 | CANADIAN PACIFIC KANSAS CITY | CP | 37,125 | $2.6M | 1.14% |
| 30 | WASTE MGMT INC DEL | 94106L109 | 11,052 | $2.6M | 1.12% |
| 31 | INVESCO EXCH TRD SLF IDX FD | IVZ | 113,461 | $2.5M | 1.11% |
| 32 | NORDSON CORP | NDSN | 12,558 | $2.5M | 1.11% |
| 33 | ADOBE INC | ADBE | 6,476 | $2.5M | 1.09% |
| 34 | VANGUARD WORLD FD | 92204A702 | 4,043 | $2.2M | 0.96% |
| 35 | CELSIUS HLDGS INC | CELH | 47,914 | $1.7M | 0.75% |
| 36 | SPOTIFY TECHNOLOGY S A | SPOT | 2,872 | $1.6M | 0.69% |
| 37 | WALKER & DUNLOP INC | WD | 16,615 | $1.4M | 0.62% |
| 38 | INVESCO EXCHANGE TRADED FD T | IVZ | 11,635 | $1.3M | 0.58% |
| 39 | NIKE INC | NKE | 17,413 | $1.1M | 0.48% |
| 40 | SCHWAB STRATEGIC TR | 808524797 | 15,388 | $430,248 | 0.19% |
| 41 | ALPHABET INC | GOOG | 2,486 | $388,388 | 0.17% |
| 42 | MASTERCARD INCORPORATED | MA | 591 | $323,939 | 0.14% |
| 43 | NETFLIX INC | NFLX | 280 | $261,108 | 0.11% |
| 44 | DISNEY WALT CO | 254687106 | 2,509 | $247,638 | 0.11% |