Means Investment Co., Inc. Purchases in Q3 2024

Means Investment Co., Inc.

  • $882 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MGV
Vanguard Mega Cap Value

ETFs
30.4K
+ 6.37%
$118.0 - $128.28 $3.59M - $3.9M
508K $65.1M
VEU
Vanguard Ftse All World Ex Us

ETFs
42.2K
+ 6.25%
$56.47 - $63.69 $2.38M - $2.69M
717K $45.2M
MGK
Vanguard Mega Cap Growth ETF

ETFs
10.6K
+ 4.15%
$285.48 - $330.24 $3.01M - $3.48M
265K $85.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.27K
+ 2.61%
$475.2 - $527.7 $1.55M - $1.73M
129K $67.9M
META
Meta Platforms, Inc.

Communication Services
167
+ 0.4%
$453.41 - $572.44 $75.7K - $95.6K
42.2K $24.2M
AVUV
American Centy ETF Tr Avantis

ETFs
23.3K
+ 25.51%
$88.24 - $99.7 $2.06M - $2.33M
115K $11M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
600
+ 2.15%
$405.19 - $478.57 $243K - $287K
28.5K $13.1M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
11.1K
+ 8.54%
$68.79 - $76.02 $766K - $847K
142K $10.8M
PLTR
Palantir Technologies Inc.

Technology
11K
+ 12.85%
$24.09 - $37.95 $265K - $418K
96.6K $3.6M
NVDA
Nvidia Corp

Technology
15K
+ 6.68%
$98.91 - $134.91 $1.49M - $2.03M
240K $29.2M
ORCL
Oracle Corp

Technology
481
+ 1.36%
$125.9 - $170.35 $60.6K - $81.9K
35.7K $6.09M
CRM
Salesforce, Inc.

Technology
1.3K
+ 3.19%
$238.42 - $276.53 $309K - $359K
42K $11.5M
TSLA
Tesla, Inc.

Consumer Cyclical
192
+ 1.26%
$191.76 - $263.26 $36.8K - $50.5K
15.4K $4.04M
WMT
Walmart Inc.

Consumer Defensive
590
+ 0.85%
$66.91 - $81.4 $39.5K - $48K
69.8K $5.64M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
40.5K
New
$13.65 - $23.25 $553K - $942K
40.5K $746K
ABBV
Abb Vie Inc.

Healthcare
143
+ 0.52%
$163.84 - $199.33 $23.4K - $28.5K
27.7K $5.47M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
424
+ 0.4%
$90.87 - $102.43 $38.5K - $43.4K
105K $10.4M
PFE
Pfizer Inc

Healthcare
21.9K
+ 53.03%
$27.7 - $31.39 $608K - $689K
63.3K $1.83M
UBER
Uber Technologies, Inc

Technology
5.78K
+ 6.17%
$58.48 - $77.47 $338K - $448K
99.4K $7.47M
WRB
Berkley W R Corp

Financial Services
42.2K
+ 50.0%
$51.54 - $79.62 $2.17M - $3.36M
126K $7.17M
JNJ
Johnson & Johnson

Healthcare
15
+ 0.06%
$145.48 - $167.38 $2.18K - $2.51K
26.9K $4.35M
IBM
International Business Machines Corp

Technology
125
+ 1.59%
$175.1 - $223.38 $21.9K - $27.9K
8.01K $1.77M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.97K
+ 4.86%
$56.04 - $62.99 $223K - $250K
85.8K $5.24M
PDI
Pimco Dynamic Income Fund

Financial Services
4.55K
+ 2.32%
$18.7 - $20.25 $85.1K - $92.2K
201K $4.06M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.38K
+ 15.28%
$211.47 - $281.27 $503K - $669K
17.9K $4.4M
RTX
Raytheon Technologies Corp

Industrials
159
+ 1.03%
$99.55 - $123.34 $15.8K - $19.6K
15.5K $1.88M
GS
Goldman Sachs Group Inc

Financial Services
10
+ 0.13%
$459.02 - $510.25 $4.59K - $5.1K
7.83K $3.88M
ABT
Abbott Laboratories

Healthcare
20
+ 0.06%
$100.07 - $118.13 $2K - $2.36K
32.8K $3.74M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.89K
+ 97.62%
$217.89 - $392.15 $411K - $740K
3.82K $1.07M
V
Visa Inc.

Financial Services
41
+ 0.17%
$253.74 - $291.56 $10.4K - $12K
24.5K $6.73M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.03K
+ 3.12%
$54.98 - $59.51 $112K - $121K
67.1K $3.99M
HD
Home Depot, Inc.

Consumer Cyclical
21
+ 0.43%
$333.64 - $405.2 $7.01K - $8.51K
4.88K $1.98M
AVGO
Broadcom Inc.

Technology
5.67K
+ 1198.94%
$136.27 - $1745.86 $773K - $9.9M
6.14K $1.06M
CARR
Carrier Global Corp

Industrials
323
+ 2.57%
$61.9 - $80.88 $20K - $26.1K
12.9K $1.04M
MMM
3 M CO

Industrials
1.77K
New
$99.69 - $139.42 $177K - $247K
1.77K $242K
MDT
Medtronic PLC

Healthcare
2.59K
New
$76.84 - $91.03 $199K - $236K
2.59K $233K
FNLC
First Bancorp, Inc

Financial Services
8.6K
New
$23.4 - $29.42 $201K - $253K
8.6K $226K
BK
Bank Of New York Mellon Corp

Financial Services
3.14K
New
$59.54 - $72.17 $187K - $227K
3.14K $225K
SYY
Sysco Corp

Consumer Defensive
2.8K
New
$69.16 - $78.98 $193K - $221K
2.8K $218K
BHB
Bar Harbor Bankshares

Financial Services
3.69K
+ 13.97%
$25.47 - $33.03 $93.9K - $122K
30.1K $927K
MS
Morgan Stanley

Financial Services
2.06K
New
$92.07 - $106.96 $190K - $220K
2.06K $214K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.8K
New
$98.71 - $117.61 $177K - $211K
1.8K $211K
CAT
Caterpillar Inc

Industrials
81
+ 2.7%
$316.8 - $391.12 $25.7K - $31.7K
3.08K $1.2M
VNLA
Janus Henderson Short Duration

ETFs
4.19K
New
$48.34 - $49.08 $203K - $206K
4.19K $205K
INGR
Ingredion Inc

Consumer Defensive
1.49K
New
$111.98 - $137.59 $167K - $205K
1.49K $204K
LOW
Lowes Companies Inc

Consumer Cyclical
64
+ 1.73%
$213.3 - $270.78 $13.7K - $17.3K
3.77K $1.02M
GIS
General Mills Inc

Consumer Defensive
2.74K
New
$62.5 - $75.15 $171K - $206K
2.74K $202K
ES
Eversource Energy

Utilities
2.98K
New
$56.52 - $68.38 $169K - $204K
2.98K $202K
TTD
Trade Desk, Inc.

Technology
1.84K
New
$83.08 - $110.79 $153K - $203K
1.84K $201K
Activity Summary
Buys All Purchases 122 New Holdings 13 Increased Positions 109 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 1 Puts 0
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