Means Investment Co., Inc. Incresed Positions in Q1 2025

Means Investment Co., Inc.

  • $917 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
155K
+ 110.6%
$507.05 - $563.67 $78.4M - $87.2M
295K $151M
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.16M
+ 1122.26%
$45.72 - $51.73 $53.2M - $60.2M
1.27M $58.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
374K
+ 49.07%
$56.51 - $62.98 $21.1M - $23.5M
1.14M $68.9M
AVUV
American Centy ETF Tr Avantis

ETFs
208K
+ 148.56%
$84.95 - $100.62 $17.6M - $20.9M
348K $30.3M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
145K
+ 92.26%
$72.01 - $79.94 $10.5M - $11.6M
303K $22.4M
XLV
Select Sector Spdr Fund Health

ETFs
59.6K
+ 125.09%
$137.61 - $149.68 $8.2M - $8.92M
107K $15.6M
XLF
Financial Sector Spdr

ETFs
151K
+ 759.58%
$47.32 - $52.19 $7.14M - $7.88M
171K $8.51M
XLRE
Select Sector Spdr Tr Real Est

ETFs
139K
+ 31.01%
$39.18 - $43.52 $5.44M - $6.04M
587K $24.5M
XOM
Exxon Mobil Corp

Energy
11K
+ 52.61%
$105.44 - $118.93 $1.16M - $1.31M
31.9K $3.79M
LLY
Eli Lilly & CO

Healthcare
1.61K
+ 49.86%
$725.72 - $929.72 $1.17M - $1.49M
4.83K $3.99M
MA
Mastercard Inc

Financial Services
1.62K
+ 88.44%
$504.67 - $576.31 $819K - $935K
3.46K $1.89M
UNH
Unitedhealth Group Inc

Healthcare
1.45K
+ 29.91%
$461.52 - $548.18 $671K - $797K
6.32K $3.31M
MTB
M&T Bank Corp

Financial Services
3.67K
+ 88.95%
$170.47 - $201.98 $626K - $742K
7.8K $1.39M
PEP
Pepsico Inc

Consumer Defensive
1.13K
+ 10.35%
$142.64 - $156.42 $161K - $177K
12K $1.81M
T
At&T Inc.

Communication Services
973
+ 8.44%
$21.56 - $28.28 $21K - $27.5K
12.5K $353K
WM
Waste Management Inc

Industrials
1
+ 0.08%
$200.54 - $233.78 $201 - $234
1.24K $287K
NUE
Nucor Corp

Basic Materials
1
+ 0.01%
$114.48 - $142.52 $114 - $143
9.44K $1.14M
VLO
Valero Energy Corp

Energy
6
+ 0.18%
$121.76 - $142.99 $731 - $858
3.43K $452K
MMM
3 M CO

Industrials
2
+ 0.11%
$129.7 - $155.12 $259 - $310
1.77K $260K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.08%
$232.43 - $265.13 $232 - $265
1.2K $317K
HDV
Ishares Core High Dividend ETF

ETFs
19
+ 0.66%
$110.86 - $121.12 $2.11K - $2.3K
2.88K $348K
CHTR
Charter Communications, Inc.

Communication Services
3
+ 0.36%
$334.89 - $384.77 $1K - $1.15K
844 $311K
BK
Bank Of New York Mellon Corp

Financial Services
4
+ 0.13%
$75.42 - $88.95 $302 - $356
3.15K $264K
AFL
Aflac Inc

Financial Services
1
+ 0.04%
$100.99 - $111.19 $101 - $111
2.66K $296K
WFC
Wells Fargo & Company

Financial Services
18
+ 0.26%
$66.78 - $81.42 $1.2K - $1.47K
6.88K $494K
WY
Weyerhaeuser CO

Real Estate
38
+ 0.38%
$27.29 - $31.39 $1.04K - $1.19K
10.1K $296K
XLB
Select Sector Spdr Fd Material

ETFs
23
+ 0.46%
$83.19 - $90.99 $1.91K - $2.09K
4.99K $429K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
38
+ 1.01%
$94.87 - $96.11 $3.61K - $3.65K
3.81K $366K
MSTR
Microstrategy Inc

Technology
19
+ 0.6%
$239.27 - $396.5 $4.55K - $7.53K
3.18K $916K
VIG
Vanguard Dividend Appreciation

ETFs
5
+ 0.25%
N/A
2.01K $366K
TXN
Texas Instruments Inc

Technology
5
+ 0.34%
N/A
1.48K $287K
J P Morgan Exchange Traded F
10.7K
+ 3.08%
N/A
358K $0
SYY
Sysco Corp

Consumer Defensive
9
+ 0.32%
$70.0 - $77.13 $630 - $694
2.82K $211K
IWS
Ishares Russell Midcap Value E

ETFs
5
+ 0.18%
$122.59 - $135.24 $613 - $676
2.76K $347K
DHR
Danaher Corp

Healthcare
1
+ 0.09%
$201.62 - $250.59 $202 - $251
1.12K $230K
DKNG
Draft Kings Inc.

Consumer Cyclical
360
+ 2.95%
$33.21 - $53.49 $12K - $19.3K
12.6K $417K
SHOP
Shopify Inc.

Technology
28
+ 0.2%
$90.59 - $129.31 $2.54K - $3.62K
14.2K $1.36M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
208
+ 1.44%
$522.96 - $601.18 $109K - $125K
14.7K $7.83M
GOOGL
Alphabet Inc.

Communication Services
1.33K
+ 6.89%
$154.33 - $206.19 $206K - $275K
20.7K $3.2M
TSLA
Tesla, Inc.

Consumer Cyclical
6.32K
+ 37.71%
$222.15 - $428.22 $1.4M - $2.71M
23.1K $5.98M
NVDA
Nvidia Corp

Technology
25.6K
+ 10.49%
$106.98 - $149.43 $2.74M - $3.83M
270K $29.3M
Activity Summary
Buys All Purchases 46 New Holdings 4 Increased Positions 42 Sells All Sells 133 Reductions 133 Sold out 0 Options Calls 1 Puts 0
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