Means Investment Co., Inc. Purchases in Q4 2024

Means Investment Co., Inc.

  • $931 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLRE
Select Sector Spdr Tr Real Est

ETFs
448K
New
$40.06 - $45.21 $17.9M - $20.2M
448K $18.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11.2K
+ 8.67%
$521.84 - $558.82 $5.82M - $6.23M
140K $75.3M
XLG
Invesco Exchange Traded Fd Tr

ETFs
104K
New
$46.94 - $51.62 $4.87M - $5.35M
104K $5.18M
NVDA
Nvidia Corp

Technology
4.18K
+ 1.74%
$117.0 - $148.88 $490K - $623K
244K $32.8M
GOOG
Alphabet Inc.

Communication Services
1.35K
+ 1.14%
$163.08 - $198.16 $220K - $268K
119K $22.8M
TSLA
Tesla, Inc.

Consumer Cyclical
1.35K
+ 8.72%
$213.65 - $479.86 $287K - $645K
16.8K $6.77M
AVUV
American Centy ETF Tr Avantis

ETFs
25.1K
+ 21.87%
$94.37 - $106.41 $2.37M - $2.67M
140K $13.5M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
16.1K
+ 11.34%
$75.22 - $82.17 $1.21M - $1.32M
158K $12M
GOOGL
Alphabet Inc.

Communication Services
2.4K
+ 14.18%
$161.86 - $196.66 $389K - $472K
19.3K $3.66M
AVGO
Broadcom Inc.

Technology
866
+ 14.1%
$159.67 - $250.0 $138K - $217K
7.01K $1.63M
XLF
Financial Sector Spdr

ETFs
8.76K
+ 78.8%
$44.89 - $51.34 $393K - $449K
19.9K $960K
ILCV
Ishares Morningstar Value ETF

ETFs
5.25K
New
$80.23 - $85.43 $421K - $449K
5.25K $425K
MSTR
Microstrategy Inc

Technology
67
+ 2.17%
$162.69 - $473.83 $10.9K - $31.7K
3.16K $914K
SOFI
So Fi Technologies, Inc.

Financial Services
168
+ 0.33%
$7.63 - $16.88 $1.28K - $2.84K
51.1K $786K
XLV
Select Sector Spdr Fund Health

ETFs
7.31K
+ 18.15%
$136.28 - $154.74 $997K - $1.13M
47.6K $6.55M
CRWD
Crowd Strike Holdings, Inc.

Technology
305
+ 7.98%
$275.15 - $388.2 $83.9K - $118K
4.13K $1.41M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.45K
+ 8.1%
$238.25 - $261.28 $346K - $380K
19.4K $4.7M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.49K
New
$50.37 - $50.6 $276K - $278K
5.49K $276K
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.12K
New
$75.1 - $82.99 $234K - $259K
3.12K $235K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.28K
New
$58.39 - $67.04 $191K - $220K
3.28K $208K
AMP
Ameriprise Financial Inc

Financial Services
389
New
$473.15 - $574.01 $184K - $223K
389 $207K
COIN
Coinbase Global, Inc.

Technology
810
New
$163.17 - $343.62 $132K - $278K
810 $201K
BMY
Bristol Myers Squibb CO

Healthcare
696
+ 2.39%
$51.92 - $59.94 $36.1K - $41.7K
29.8K $1.69M
CSCO
Cisco Systems, Inc.

Technology
403
+ 1.62%
$52.45 - $60.02 $21.1K - $24.2K
25.3K $1.5M
MA
Mastercard Inc

Financial Services
187
+ 11.35%
$491.3 - $536.15 $91.9K - $100K
1.83K $965K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
10K
New
$11.18 - $13.68 $112K - $137K
10K $127K
TJX
Tjx Companies Inc

Consumer Cyclical
357
+ 1.5%
$112.15 - $127.2 $40K - $45.4K
24.1K $2.92M
PANW
Palo Alto Networks Inc

Technology
3.15K
+ 108.0%
$181.96 - $405.9 $572K - $1.28M
6.06K $1.1M
BITO
Proshares Tr Bitcoin Strategy

ETFs
2.03K
+ 12.32%
$16.99 - $27.42 $34.4K - $55.6K
18.5K $420K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.49K
+ 10.56%
$53.94 - $58.15 $80.2K - $86.5K
15.6K $878K
WFC
Wells Fargo & Company

Financial Services
18
+ 0.26%
$54.98 - $77.35 $990 - $1.39K
6.87K $482K
UNM
Unum Group

Financial Services
19
+ 0.28%
$58.88 - $77.07 $1.12K - $1.46K
6.73K $491K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
935
+ 20.33%
$72.18 - $81.41 $67.5K - $76.1K
5.53K $417K
MS
Morgan Stanley

Financial Services
260
+ 12.62%
$104.42 - $134.99 $27.1K - $35.1K
2.32K $291K
CAC
Camden National Corp

Financial Services
93
+ 0.2%
$38.75 - $49.57 $3.6K - $4.61K
45.6K $1.95M
HD
Home Depot, Inc.

Consumer Cyclical
352
+ 7.21%
$385.02 - $431.37 $136K - $152K
5.23K $2.04M
TT
Trane Technologies PLC

Industrials
215
+ 19.09%
$369.35 - $419.14 $79.4K - $90.1K
1.34K $495K
GILD
Gilead Sciences, Inc.

Healthcare
12
+ 0.19%
$83.95 - $97.9 $1.01K - $1.17K
6.24K $576K
VUG
Vanguard Growth ETF

ETFs
2
+ 0.11%
$378.79 - $428.11 $758 - $856
1.79K $733K
VBK
Vanguard Small Cap Growth ETF

ETFs
125
+ 14.35%
$264.18 - $304.19 $33K - $38K
996 $278K
AXP
American Express CO

Financial Services
1
+ 0.06%
$267.35 - $305.57 $267 - $306
1.64K $487K
MTB
M&T Bank Corp

Financial Services
6
+ 0.15%
$172.48 - $221.95 $1.03K - $1.33K
4.13K $776K
IBM
International Business Machines Corp

Technology
221
+ 2.76%
$204.9 - $238.04 $45.3K - $52.6K
8.23K $1.81M
DKNG
Draft Kings Inc.

Consumer Cyclical
1.41K
+ 13.09%
$35.32 - $44.84 $49.9K - $63.4K
12.2K $454K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.82K
+ 4.2%
$57.53 - $60.83 $162K - $172K
69.9K $4.02M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.04%
$570.51 - $610.59 $571 - $611
2.33K $1.37M
XLC
Select Sector Spdr Tr Communic

ETFs
9
+ 0.26%
$89.66 - $102.16 $807 - $919
3.48K $337K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
11
+ 1.03%
$193.7 - $235.05 $2.13K - $2.59K
1.08K $247K
XLK
Technology Sector Spdr

ETFs
33
+ 1.88%
$220.26 - $241.44 $7.27K - $7.97K
1.79K $416K
Activity Summary
Buys All Purchases 105 New Holdings 11 Increased Positions 94 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 1 Puts 0
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