Means Investment Co., Inc. Incresed Positions in Q2 2025

Means Investment Co., Inc.

  • $1.04 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9.47K
+ 3.22%
$456.74 - $568.03 $4.33M - $5.38M
304K $173M
NVDA
Nvidia Corp

Technology
5.04K
+ 1.87%
$94.31 - $157.99 $476K - $797K
275K $43.4M
XLG
Invesco Exchange Traded Fd Tr

ETFs
93.3K
+ 7.36%
$40.94 - $52.1 $3.82M - $4.86M
1.36M $70.9M
MSFT
Microsoft Corp

Technology
425
+ 0.42%
$354.56 - $497.45 $151K - $211K
101K $50.1M
VEU
Vanguard Ftse All World Ex Us

ETFs
30.7K
+ 2.71%
$54.19 - $67.22 $1.67M - $2.07M
1.17M $78.4M
PLTR
Palantir Technologies Inc.

Technology
3.31K
+ 3.91%
$74.01 - $144.25 $245K - $477K
87.9K $12M
XLV
Select Sector Spdr Fund Health

ETFs
35.4K
+ 33.0%
$128.77 - $144.3 $4.55M - $5.1M
143K $19.2M
JPM
Jpmorgan Chase & CO

Financial Services
717
+ 1.13%
$210.28 - $289.91 $151K - $208K
64K $18.6M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
16.1K
+ 5.32%
$65.41 - $79.66 $1.05M - $1.28M
319K $25.4M
AVGO
Broadcom Inc.

Technology
3.19K
+ 18.4%
$146.29 - $275.65 $467K - $880K
20.6K $5.67M
TSLA
Tesla, Inc.

Consumer Cyclical
3.36K
+ 14.57%
$221.86 - $362.89 $746K - $1.22M
26.5K $8.4M
XLF
Financial Sector Spdr

ETFs
10.3K
+ 6.02%
$43.92 - $52.37 $452K - $539K
181K $9.48M
NFLX
Netflix Inc

Communication Services
78
+ 5.86%
$855.86 - $1339.13 $66.8K - $104K
1.41K $1.89M
CVS
Cvs Health Corp

Healthcare
7.7K
+ 184.39%
$60.04 - $70.18 $462K - $541K
11.9K $819K
IBM
International Business Machines Corp

Technology
551
+ 7.08%
$221.03 - $294.78 $122K - $162K
8.34K $2.46M
QQQ
Invesco Qqq Trust, Series 1

ETFs
648
+ 32.79%
$416.06 - $551.64 $270K - $357K
2.62K $1.45M
WMT
Walmart Inc.

Consumer Defensive
33
+ 0.06%
$81.79 - $99.98 $2.7K - $3.3K
51.9K $5.07M
XLRE
Select Sector Spdr Tr Real Est

ETFs
18.6K
+ 3.17%
$37.08 - $42.26 $689K - $785K
605K $25.1M
SOFI
So Fi Technologies, Inc.

Financial Services
5.8K
+ 12.0%
$9.5 - $18.21 $55.1K - $106K
54.1K $985K
MSTR
Microstrategy Inc

Technology
12
+ 0.38%
$237.95 - $421.61 $2.86K - $5.06K
3.19K $1.29M
PG
Procter & Gamble CO

Consumer Defensive
3.74K
+ 15.75%
$157.66 - $172.39 $589K - $645K
27.5K $4.38M
WRB
Berkley W R Corp

Financial Services
1
+ 0.0%
$64.28 - $75.17 $64.3 - $75.2
126K $9.29M
AMD
Advanced Micro Devices Inc

Technology
1.19K
+ 42.49%
$78.21 - $143.81 $93.4K - $172K
4K $568K
ETN
Eaton Corp PLC

Industrials
30
+ 0.96%
$246.52 - $356.99 $7.4K - $10.7K
3.16K $1.13M
T
At&T Inc.

Communication Services
8.58K
+ 68.61%
$26.33 - $28.94 $226K - $248K
21.1K $609K
BX
Blackstone Inc.

Financial Services
77
+ 0.47%
$120.07 - $151.11 $9.25K - $11.6K
16.6K $2.48M
IVV
Ishares Core S&P 500 ETF

ETFs
55
+ 2.46%
$498.8 - $620.9 $27.4K - $34.1K
2.29K $1.42M
MA
Mastercard Inc

Financial Services
156
+ 4.51%
$479.92 - $590.74 $74.9K - $92.2K
3.61K $2.03M
VUG
Vanguard Growth ETF

ETFs
18
+ 1.05%
$329.49 - $438.4 $5.93K - $7.89K
1.73K $757K
MTB
M&T Bank Corp

Financial Services
7
+ 0.09%
$156.58 - $193.99 $1.1K - $1.36K
7.81K $1.51M
NUE
Nucor Corp

Basic Materials
202
+ 2.14%
$103.22 - $131.43 $20.9K - $26.5K
9.65K $1.25M
BITO
Proshares Tr Bitcoin Strategy

ETFs
2.56K
+ 14.89%
$16.69 - $23.43 $42.7K - $59.9K
19.7K $424K
NVS
Novartis Ag

Healthcare
46
+ 0.65%
$101.96 - $121.01 $4.69K - $5.57K
7.11K $860K
WFC
Wells Fargo & Company

Financial Services
183
+ 2.66%
$60.98 - $80.12 $11.2K - $14.7K
7.07K $566K
AXP
American Express CO

Financial Services
1
+ 0.08%
$231.39 - $318.98 $231 - $319
1.19K $380K
MS
Morgan Stanley

Financial Services
10
+ 0.44%
$99.83 - $140.86 $998 - $1.41K
2.3K $323K
TD
Toronto Dominion Bank

Financial Services
14
+ 0.39%
$55.71 - $73.45 $780 - $1.03K
3.56K $261K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
3
+ 0.07%
$63.36 - $80.23 $190 - $241
4.6K $369K
VZ
Verizon Communications Inc

Communication Services
1.76K
+ 9.69%
$41.67 - $45.62 $73.5K - $80.5K
20K $864K
MPC
Marathon Petroleum Corp

Energy
8
+ 0.44%
$118.55 - $170.08 $948 - $1.36K
1.85K $306K
PKW
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.06%
$98.58 - $123.6 $197 - $247
3.23K $399K
VB
Vanguard Small Cap ETF

ETFs
43
+ 2.97%
$193.73 - $237.37 $8.33K - $10.2K
1.49K $353K
GILD
Gilead Sciences, Inc.

Healthcare
344
+ 6.04%
$96.91 - $113.0 $33.3K - $38.9K
6.04K $669K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
164
+ 15.17%
$167.22 - $212.42 $27.4K - $34.8K
1.25K $246K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
13
+ 0.1%
$42.54 - $50.99 $553 - $663
12.8K $654K
VTV
Vanguard Value ETF

ETFs
83
+ 2.67%
$153.67 - $176.74 $12.8K - $14.7K
3.2K $564K
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 0.89%
$908.13 - $1056.85 $3.63K - $4.23K
451 $446K
UNM
Unum Group

Financial Services
257
+ 4.71%
$70.48 - $82.91 $18.1K - $21.3K
5.72K $461K
BHB
Bar Harbor Bankshares

Financial Services
50
+ 0.19%
$27.37 - $31.26 $1.37K - $1.56K
26.1K $783K
Activity Summary
Buys All Purchases 88 New Holdings 12 Increased Positions 76 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 2 Puts 0
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