Means Investment Co., Inc. Incresed Positions 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
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
GS
Goldman Sachs Group Inc

Financial Services
10
+ 0.13%
$459.02 - $510.25 $4.59K - $5.1K
7.83K $3.88M
RTX
Raytheon Technologies Corp

Industrials
159
+ 1.03%
$99.55 - $123.34 $15.8K - $19.6K
15.5K $1.88M
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
BHB
Bar Harbor Bankshares

Financial Services
3.69K
+ 13.97%
$25.47 - $33.03 $93.9K - $122K
30.1K $927K
CAT
Caterpillar Inc

Industrials
81
+ 2.7%
$316.8 - $391.12 $25.7K - $31.7K
3.08K $1.2M
LOW
Lowes Companies Inc

Consumer Cyclical
64
+ 1.73%
$213.3 - $270.78 $13.7K - $17.3K
3.77K $1.02M
IVV
Ishares Core S&P 500 ETF

ETFs
169
+ 7.83%
$520.18 - $576.82 $87.9K - $97.5K
2.33K $1.34M
DE
Deere & CO

Industrials
49
+ 1.58%
$344.84 - $418.0 $16.9K - $20.5K
3.16K $1.32M
KO
Coca Cola CO

Consumer Defensive
83
+ 0.46%
$62.69 - $73.01 $5.2K - $6.06K
18K $1.29M
LMT
Lockheed Martin Corp

Industrials
6
+ 0.47%
$460.3 - $584.56 $2.76K - $3.51K
1.28K $748K
MU
Micron Technology Inc

Technology
2.21K
+ 65.17%
$86.27 - $136.82 $190K - $302K
5.59K $579K
MET
Metlife Inc

Financial Services
194
+ 2.05%
$67.96 - $82.48 $13.2K - $16K
9.68K $798K
MSTR
Microstrategy Inc

Technology
2.8K
+ 944.59%
$114.3 - $1800.09 $320K - $5.03M
3.09K $521K
MA
Mastercard Inc

Financial Services
28
+ 1.73%
$429.6 - $500.99 $12K - $14K
1.65K $813K
ETN
Eaton Corp PLC

Industrials
127
+ 4.07%
$272.52 - $333.02 $34.6K - $42.3K
3.25K $1.08M
GILD
Gilead Sciences, Inc.

Healthcare
5
+ 0.08%
$66.59 - $83.99 $333 - $420
6.23K $521K
UNP
Union Pacific Corp

Industrials
93
+ 2.69%
$221.78 - $256.09 $20.6K - $23.8K
3.55K $874K
GOLD
Barrick Gold Corp

Basic Materials
1.17K
+ 5.76%
$16.56 - $21.01 $19.4K - $24.6K
21.5K $428K
DKNG
Draft Kings Inc.

Consumer Cyclical
1.93K
+ 21.79%
$29.85 - $41.1 $57.7K - $79.4K
10.8K $423K
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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