The Pulse of Today, The Insight for Tomorrow

Jim Cramer reveals his list of 12 core stocks to own through 2025

On December 24, 2024By Littum

We’re making some changes to the CNBC Investing Club’s core holding designations to let old and new members know which stocks are our favorites in 2025. To be a core holding, a stock must have excellent fundamentals now and next year, and it must be one that I prefer not to trim if I could avoid it, because of its inherent long-term value. The list consists of 12 stocks, although two have been removed from last year and replaced. That said, not all of them should be bought right now. In the coming weeks, we will profile each of them. Here are the ones that are the same (in alphabetical order): Apple, Amazon, Costco, Danaher, Eaton, Linde, Eli Lilly, Meta Platforms, Nvidia and TJX. Remember that Apple and Nvidia are the only “own it, don’t trade stocks” in the portfolio. The remaining two slots on our core inventory list go to Home Depot and Wells Fargo. They replace GE Healthcare and Microsoft. While they have been removed as core holdings, both GEHC and Microsoft are still part of my Charitable Trust of 35 shares, the portfolio we use for the club. For GEHC, the hurdles are too high and I’m ready to move on when it goes back to where it was in the high $80s, when GE sold a huge 13 million share float and crushed the stock. I say enough. It should be difficult to become one of our core possessions. This company does not deserve this distinction. Microsoft was started because we don’t want to highlight a stock whose numbers might not be as robust as expected due to the slower adoption of Copilot, the company’s artificial intelligence virtual assistant. During our December monthly meeting on Thursday, I said that when it comes to earnings, Microsoft is the Mag 7 stock I’m most worried about. (See here for a complete list of the stocks in Jim Cramer’s Charitable.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a share in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTMENT CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY ALONG WITH OUR DISCLAIMER. NO OBLIGATION OR OBLIGATION EXISTS OR IS CREATED BY YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTMENT CLUB. NO SPECIFIC RESULTS OR DILUTION ARE GUARANTEED.

Jim Cramer in front of the NYSE, June 30, 2022.

Virginia Sherwood | CNBC

We’re making some changes to CNBC Investing Club’s core holding designations to let old and new members know which stocks are our favorites in 2025.