HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MICROSOFT CORP |
47,324 | -661 | $17,796 |
| MSFT | 47,324 | -661 | $17,796 |
| APPLE INC |
75,838 | -3,664 | $14,601 |
| AAPL | 75,838 | -3,664 | $14,601 |
| INVESCO EXCH TRD SLF IDX FD |
647,476 | -46,678 | $13,244 |
| BSCP | 647,476 | -46,678 | $13,244 |
| ALPHABET INC |
86,877 | -529 | $12,136 |
| GOOGL | 86,877 | -529 | $12,136 |
| SCHWAB STRATEGIC TR |
115,901 | -3,560 | $9,615 |
| SCHG | 115,901 | -3,560 | $9,615 |
| COSTCO WHSL CORP NEW |
12,799 | -192 | $8,448 |
| COST | 12,799 | -192 | $8,448 |
| VISA INC |
30,789 | -6 | $8,016 |
| V | 30,789 | -6 | $8,016 |
| AMAZON COM INC |
52,621 | +149 | $7,995 |
| AMZN | 52,621 | +149 | $7,995 |
| MICROCHIP TECHNOLOGY INC. |
78,583 | -636 | $7,087 |
| MCHP | 78,583 | -636 | $7,087 |
| ANALOG DEVICES INC |
35,140 | -30 | $6,977 |
| ADI | 35,140 | -30 | $6,977 |
| UNITEDHEALTH GROUP INC |
12,690 | -22 | $6,681 |
| UNH | 12,690 | -22 | $6,681 |
| INVESCO EXCH TRD SLF IDX FD |
338,278 | +2,108 | $6,581 |
| BSCR | 338,278 | +2,108 | $6,581 |
| STRYKER CORPORATION |
21,917 | -213 | $6,563 |
| SYK | 21,917 | -213 | $6,563 |
| INVESCO EXCH TRD SLF IDX FD |
338,736 | -19,446 | $6,538 |
| BSCQ | 338,736 | -19,446 | $6,538 |
| CARRIER GLOBAL CORPORATION |
110,014 | -1,203 | $6,320 |
| CARR | 110,014 | -1,203 | $6,320 |
| INVESCO EXCH TRD SLF IDX FD |
256,628 | +1,590 | $5,936 |
| BSJQ | 256,628 | +1,590 | $5,936 |
| MCDONALDS CORP |
19,680 | -310 | $5,835 |
| MCD | 19,680 | -310 | $5,835 |
| ORACLE CORP |
51,130 | +1,352 | $5,391 |
| ORCL | 51,130 | +1,352 | $5,391 |
| WALKER & DUNLOP INC |
46,981 | -9,811 | $5,215 |
| WD | 46,981 | -9,811 | $5,215 |
 HEICO CORP NEW |
$4,358 | ||
| HEI.A | 30,596 | -738 | $4,358 |
| CANADIAN PACIFIC KANSAS CITY |
55,040 | +1,597 | $4,351 |
| CP | 55,040 | +1,597 | $4,351 |
| INVESCO EXCH TRD SLF IDX FD |
182,391 | +1,650 | $4,080 |
| BSJR | 182,391 | +1,650 | $4,080 |
| NORDSON CORP |
14,706 | +59 | $3,885 |
| NDSN | 14,706 | +59 | $3,885 |
| TEXAS ROADHOUSE INC |
28,926 | -247 | $3,536 |
| TXRH | 28,926 | -247 | $3,536 |
| ADOBE INC |
5,799 | -3 | $3,460 |
| ADBE | 5,799 | -3 | $3,460 |
| HERSHEY CO |
17,877 | +17,877 | $3,333 |
| HSY | 17,877 | +17,877 | $3,333 |
| NIKE INC |
30,620 | +400 | $3,324 |
| NKE | 30,620 | +400 | $3,324 |
| SCHWAB STRATEGIC TR |
57,786 | +18,803 | $3,259 |
| SCHX | 57,786 | +18,803 | $3,259 |
| SCHWAB CHARLES CORP |
46,419 | -311 | $3,194 |
| SCHW | 46,419 | -311 | $3,194 |
| SCHWAB STRATEGIC TR |
41,383 | -18,279 | $3,150 |
| SCHD | 41,383 | -18,279 | $3,150 |
| TELEDYNE TECHNOLOGIES INC |
6,807 | +7 | $3,038 |
| TDY | 6,807 | +7 | $3,038 |
| SALESFORCE INC |
10,170 | -6 | $2,676 |
| CRM | 10,170 | -6 | $2,676 |
| VANGUARD WORLD FDS (VGT) |
4,123 | +1,340 | $1,996 |
| VGT | 4,123 | +1,340 | $1,996 |
| PACER FDS TR |
37,364 | +375 | $1,795 |
| CALF | 37,364 | +375 | $1,795 |
| STARBUCKS CORP |
10,688 | +28 | $1,026 |
| SBUX | 10,688 | +28 | $1,026 |
| ALPHABET INC |
2,572 | +150 | $362 |
| GOOG | 2,572 | +150 | $362 |
| META PLATFORMS INC |
667 | -40 | $236 |
| META | 667 | -40 | $236 |
| MASTERCARD INCORPORATED |
511 | +511 | $218 |
| MA | 511 | +511 | $218 |
| EDWARDS LIFESCIENCES CORP |
0 | -19,291 | $0 (exited) |
| EW | 0 | -19,291 | $0 |
See Summary: GPM Growth Investors Inc. Top Holdings
See Details: Top 10 Stocks Held By GPM Growth Investors Inc.
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| HSY | +17,877 | +$3,333 |
| MA | +511 | +$218 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| EW | -19,291 | -$1,336 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| SCHX | +18,803 | +$1,286 |
| BSCR | +2,108 | +$283 |
| BSJR | +1,650 | +$211 |
| CP | +1,597 | +$374 |
| BSJQ | +1,590 | +$164 |
| ORCL | +1,352 | +$119 |
| VGT | +1,340 | +$841 |
| NKE | +400 | +$434 |
| CALF | +375 | +$253 |
| GOOG | +150 | +$43 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| BSCP | -46,678 | -$715 |
| BSCQ | -19,446 | -$191 |
| SCHD | -18,279 | -$1,072 |
| WD | -9,811 | +$999 |
| AAPL | -3,664 | +$989 |
| SCHG | -3,560 | +$928 |
| CARR | -1,203 | +$181 |
| HEI | -738 | +$309 |
| MSFT | -661 | +$2,645 |
|
Size ($ in 1000's)
At 12/31/2023: $212,252 At 09/30/2023: $191,382 GPM Growth Investors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from GPM Growth Investors Inc. 13F filings. Link to 13F filings: SEC filings |
