Equal-WT
WhaleScore 2.0
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GPM Growth Investors is based out of Farmington Hills. GPM Growth Investors is a large advisory firm with 198 clients and discretionary assets under management (AUM) of $182,363,411 (Form ADV from 2023-06-10). Their last reported 13F filing for Q4 2023 included $212,252,875 in managed 13F securities
and a top 10 holdings concentration of 49.9%. GPM Growth Investors's largest holding is Microsoft Corp. with shares held of 47,324. Whalewisdom has at least 17 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
HSY Hershey Company (The | 1.57% |
SCHX Schwab U.S. Large-Ca | 0.5% |
VGT VANGUARD INFORMATION | 0.34% |
AMZN Amazon.com Inc. | 0.28% |
NDSN Nordson Corporation | 0.12% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
BSCP Invesco BulletShares | 1.05% |
SCHD Schwab U.S. Dividend | 0.72% |
EW Edwards Lifesciences | 0.7% |
BSCQ Invesco BulletShares | 0.44% |
GOOGL Alphabet Inc. Class | 0.26% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
MSFT Microsoft Corp. | 8.38% |
AAPL Apple Inc | 6.88% |
BSCP Invesco BulletShares | 6.24% |
GOOGL Alphabet Inc. Class | 5.72% |
SCHG Schwab U.S. Large-Ca | 4.53% |
2023-12-31
13F Activity
Market Value | $212m, Prior: $191m |
New Purchases | 2 stocks |
Added To | 14 stocks |
Sold out of | 1 stocks |
Reduced holdings in | 22 stocks |
Top 10 Holdings % | 49.9% |
Turnover %[1] | 7.89% |
Turnover Alt %[2] | 2.72% |
Time Held Top 20 | 10.2 quarters |
Time Held Top 10 | 8.4 quarters |
Time Held All | 10.47 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31