Gpm Growth Investors, Inc. Top Holdings and 13F Report (2025) About Gpm Growth Investors, Inc.Investment ActivityGpm Growth Investors, Inc. has $236.68 million in total holdings as of December 31, 2024.Gpm Growth Investors, Inc. owns shares of 43 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 13.52% of the portfolio was purchased this quarter.About 8.69% of the portfolio was sold this quarter.This quarter, Gpm Growth Investors, Inc. has purchased 45 new stocks and bought additional shares in 14 stocks.Gpm Growth Investors, Inc. sold shares of 27 stocks and completely divested from 3 stocks this quarter.Largest Holdings Microsoft $19,176,986Alphabet $16,098,894Schwab U.S. Large-Cap Growth ETF $12,873,404Apple $12,777,681Invesco BulletShares 2028 Corporate Bond ETF $12,081,422 Largest New Holdings this Quarter Invesco BulletShares 2029 High Yield Corporate Bond ETF $4,404,809 Holding Largest Purchases this Quarter Schwab U.S. Large-Cap Growth ETF 347,158 shares (about $9.68M)Invesco BulletShares 2028 Corporate Bond ETF 225,741 shares (about $4.54M)Invesco BulletShares 2029 High Yield Corporate Bond ETF 205,888 shares (about $4.40M)Schwab US Large-Cap ETF 123,865 shares (about $2.87M)CSX 83,180 shares (about $2.68M) Largest Sales this Quarter UnitedHealth Group 4,214 shares (about $2.13M)Invesco BulletShares 2027 High Yield Corporate Bond ETF 78,886 shares (about $1.77M)Canadian Pacific Kansas City 18,559 shares (about $1.34M)Nordson 1,615 shares (about $337.92K)Costco Wholesale 346 shares (about $317.03K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGpm Growth Investors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$19,176,986$163,542 ▼-0.8%45,4978.1%Computer and TechnologyGOOGLAlphabet$16,098,894$296,824 ▼-1.8%85,0446.8%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$12,873,404$9,675,294 ▲302.5%461,9095.4%ETFAAPLApple$12,777,681$109,934 ▼-0.9%51,0255.4%Computer and TechnologyBSCSInvesco BulletShares 2028 Corporate Bond ETF$12,081,422$4,544,166 ▲60.3%600,1705.1%ETFAMZNAmazon.com$11,516,659$65,378 ▼-0.6%52,4944.9%Retail/WholesaleCOSTCostco Wholesale$10,818,400$317,029 ▼-2.8%11,8074.6%Retail/WholesaleVVisa$9,804,825$28,760 ▼-0.3%31,0244.1%Business ServicesORCLOracle$9,013,558$57,657 ▼-0.6%54,0903.8%Computer and TechnologyBSCTInvesco BulletShares 2029 Corporate Bond ETF$8,937,852$1,702,851 ▲23.5%487,3423.8%ETFSYKStryker$8,174,935$66,249 ▼-0.8%22,7053.5%MedicalBSCRInvesco BulletShares 2027 Corporate Bond ETF$7,936,152$24,369 ▼-0.3%407,4003.4%ETFCARRCarrier Global$7,341,977$30,239 ▼-0.4%107,5593.1%Computer and TechnologyADIAnalog Devices$7,272,931$111,966 ▼-1.5%34,2323.1%Computer and TechnologyMCDMcDonald's$5,846,212$83,198 ▼-1.4%20,1672.5%Retail/WholesaleHEI.AHEICO$5,394,273$73,502 ▼-1.3%28,9892.3%AerospaceTXRHTexas Roadhouse$4,776,884$59,722 ▼-1.2%26,4752.0%Retail/WholesaleWDWalker & Dunlop$4,468,646$80,101 ▼-1.8%45,9691.9%FinanceBSJTInvesco BulletShares 2029 High Yield Corporate Bond ETF$4,404,809$4,404,809 ▲New Holding205,8881.9%ETFMCHPMicrochip Technology$4,306,756$94,914 ▼-2.2%75,0961.8%Computer and TechnologyMETAMeta Platforms$4,259,585$1,799,272 ▲73.1%7,2751.8%Computer and TechnologySCHXSchwab US Large-Cap ETF$4,235,671$2,871,184 ▲210.4%182,7301.8%ETFBSJSInvesco BulletShares 2028 High Yield Corporate Bond ETF$3,922,584$1,057,269 ▲36.9%180,9311.7%ManufacturingUNHUnitedHealth Group$3,913,839$2,131,694 ▼-35.3%7,7371.7%MedicalCSXCSX$3,491,969$2,684,219 ▲332.3%108,2111.5%TransportationCRMSalesforce$3,491,743$72,884 ▼-2.0%10,4441.5%Computer and TechnologyTDYTeledyne Technologies$3,025,199$12,532 ▼-0.4%6,5181.3%AerospaceCPCanadian Pacific Kansas City$2,988,881$1,343,115 ▼-31.0%41,3001.3%TransportationADBEAdobe$2,884,194$55,585 ▼-1.9%6,4861.2%Computer and TechnologySCHDSchwab US Dividend Equity ETF$2,752,785$1,842,484 ▲202.4%100,7611.2%ETFNDSNNordson$2,659,440$337,923 ▼-11.3%12,7101.1%Industrial ProductsVGTVanguard Information Technology ETF$2,531,348$15,545 ▼-0.6%4,0711.1%ETFSCHWCharles Schwab$2,513,528$139,213 ▼-5.2%33,9621.1%FinanceBSJRInvesco BulletShares 2027 High Yield Corporate Bond ETF$2,465,523$1,767,046 ▼-41.7%110,0681.0%ETFWMWaste Management$2,228,771$1,316,075 ▲144.2%11,0450.9%Business ServicesCALFPacer US Small Cap Cash Cows 100 ETF$1,800,625$42,338 ▲2.4%40,9140.8%ETFNKENIKE$1,402,468$263,937 ▼-15.8%18,5340.6%Consumer DiscretionarySPOTSpotify Technology$1,270,559$32,659 ▲2.6%2,8400.5%Business ServicesSBUXStarbucks$553,523$70,628 ▼-11.3%6,0660.2%Retail/WholesaleGOOGAlphabet$446,963$2,095 ▲0.5%2,3470.2%Computer and TechnologyMAMastercard$299,618$4,739 ▲1.6%5690.1%Business ServicesDISWalt Disney$260,782$10,690 ▲4.3%2,3420.1%Consumer DiscretionaryNFLXNetflix$254,9180.0%2860.1%Consumer DiscretionaryBSCQInvesco BulletShares 2026 Corporate Bond ETF$0$5,673,652 ▼-100.0%00.0%ETFBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$0$3,579,421 ▼-100.0%00.0%ETFHSYHershey$0$3,437,273 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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