Means Investment Co., Inc. Incresed Positions in Q3 2025

Means Investment Co., Inc.

  • $1.12 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9.3K
+ 3.06%
$567.77 - $614.76 $5.28M - $5.72M
313K $192M
VEU
Vanguard Ftse All World Ex Us

ETFs
70.1K
+ 6.01%
$66.38 - $71.68 $4.65M - $5.02M
1.24M $88.2M
XLG
Invesco Exchange Traded Fd Tr

ETFs
35.4K
+ 2.6%
$51.78 - $57.89 $1.83M - $2.05M
1.4M $80.3M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
92K
+ 28.83%
$79.58 - $83.45 $7.32M - $7.68M
411K $34.1M
AVUV
American Centy ETF Tr Avantis

ETFs
28.2K
+ 7.83%
$90.37 - $102.12 $2.55M - $2.88M
388K $38.7M
XLRE
Select Sector Spdr Tr Real Est

ETFs
81.3K
+ 13.44%
$40.94 - $42.85 $3.33M - $3.49M
686K $28.9M
XLV
Select Sector Spdr Fund Health

ETFs
22.9K
+ 16.09%
$129.01 - $139.72 $2.96M - $3.21M
165K $23M
TSLA
Tesla, Inc.

Consumer Cyclical
143
+ 0.54%
$293.94 - $444.72 $42K - $63.6K
26.6K $11.8M
AVGO
Broadcom Inc.

Technology
3.68K
+ 17.92%
$264.74 - $369.57 $975K - $1.36M
24.2K $8M
ORCL
Oracle Corp

Technology
109
+ 0.32%
$218.96 - $328.33 $23.9K - $35.8K
33.9K $9.52M
XLF
Financial Sector Spdr

ETFs
27.6K
+ 15.26%
$51.37 - $54.25 $1.42M - $1.5M
209K $11.2M
NFLX
Netflix Inc

Communication Services
1.05K
+ 74.47%
$1147.87 - $1297.18 $1.21M - $1.36M
2.46K $2.95M
JNJ
Johnson & Johnson

Healthcare
130
+ 0.56%
$155.17 - $185.42 $20.2K - $24.1K
23.5K $4.36M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
761
+ 3.77%
$459.11 - $506.91 $349K - $386K
20.9K $10.5M
RTX
Raytheon Technologies Corp

Industrials
1.3K
+ 8.95%
$144.19 - $167.33 $188K - $218K
15.9K $2.65M
TJX
Tjx Companies Inc

Consumer Cyclical
9
+ 0.04%
$121.35 - $144.54 $1.09K - $1.3K
21.5K $3.11M
WRB
Berkley W R Corp

Financial Services
1
+ 0.0%
$67.78 - $76.62 $67.8 - $76.6
126K $9.69M
BX
Blackstone Inc.

Financial Services
63
+ 0.38%
$152.77 - $188.68 $9.62K - $11.9K
16.7K $2.85M
XOM
Exxon Mobil Corp

Energy
1.39K
+ 4.36%
$105.83 - $117.22 $147K - $162K
33.1K $3.73M
MA
Mastercard Inc

Financial Services
416
+ 11.52%
$550.18 - $598.96 $229K - $249K
4.03K $2.29M
CAT
Caterpillar Inc

Industrials
4
+ 0.18%
$390.92 - $477.15 $1.56K - $1.91K
2.28K $1.09M
MO
Altria Group, Inc.

Consumer Defensive
47
+ 0.17%
$57.75 - $67.68 $2.71K - $3.18K
27K $1.78M
HD
Home Depot, Inc.

Consumer Cyclical
52
+ 1.11%
$357.4 - $423.42 $18.6K - $22K
4.73K $1.92M
MS
Morgan Stanley

Financial Services
989
+ 43.0%
$139.09 - $161.16 $138K - $159K
3.29K $522K
VLO
Valero Energy Corp

Energy
5
+ 0.15%
$131.77 - $175.63 $659 - $878
3.44K $585K
FNLC
First Bancorp, Inc

Financial Services
3.23K
+ 40.65%
$24.78 - $27.54 $79.9K - $88.8K
11.2K $293K
CVS
Cvs Health Corp

Healthcare
25
+ 0.21%
$58.75 - $76.5 $1.47K - $1.91K
11.9K $897K
LLY
Eli Lilly & CO

Healthcare
209
+ 4.16%
$625.65 - $812.69 $131K - $170K
5.23K $3.99M
BITO
Proshares Tr Bitcoin Strategy

ETFs
5.5K
+ 27.87%
$18.74 - $23.05 $103K - $127K
25.2K $496K
NUE
Nucor Corp

Basic Materials
1
+ 0.01%
$133.3 - $150.33 $133 - $150
9.65K $1.31M
MPC
Marathon Petroleum Corp

Energy
7
+ 0.38%
$158.59 - $198.69 $1.11K - $1.39K
1.85K $357K
LMT
Lockheed Martin Corp

Industrials
7
+ 0.65%
$410.74 - $499.21 $2.88K - $3.49K
1.09K $543K
PJP
Invesco Exchange Traded Fd Tr

ETFs
5
+ 0.15%
$80.49 - $93.64 $402 - $468
3.28K $303K
CSX
Csx Corp

Industrials
5
+ 0.04%
$32.05 - $36.52 $160 - $183
12.9K $457K
COP
Conocophillips

Energy
2
+ 0.03%
$91.0 - $98.99 $182 - $198
7.01K $663K
VTV
Vanguard Value ETF

ETFs
17
+ 0.53%
$175.51 - $186.57 $2.98K - $3.17K
3.21K $599K
PKW
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.03%
$123.59 - $132.83 $124 - $133
3.23K $428K
VB
Vanguard Small Cap ETF

ETFs
2
+ 0.13%
$237.58 - $259.17 $475 - $518
1.5K $380K
ALL
Allstate Corp

Financial Services
2
+ 0.11%
$192.0 - $214.65 $384 - $429
1.8K $386K
ILCV
Ishares Morningstar Value ETF

ETFs
15
+ 0.47%
$82.86 - $90.02 $1.24K - $1.35K
3.2K $287K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.08%
$250.62 - $279.43 $251 - $279
1.2K $335K
XLE
Energy Sector Spdr

ETFs
6
+ 0.21%
$84.25 - $91.99 $506 - $552
2.86K $255K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1
+ 0.06%
$119.73 - $134.7 $120 - $135
1.8K $240K
AMGN
Amgen Inc

Healthcare
14
+ 0.61%
$271.18 - $309.22 $3.8K - $4.33K
2.31K $651K
XLB
Select Sector Spdr Fd Material

ETFs
23
+ 0.46%
$86.72 - $92.61 $1.99K - $2.13K
5.04K $451K
YUM
Yum Brands Inc

Consumer Cyclical
3
+ 0.17%
$139.5 - $153.94 $419 - $462
1.73K $262K
MMM
3 M CO

Industrials
1
+ 0.06%
$144.41 - $160.2 $144 - $160
1.78K $275K
TXN
Texas Instruments Inc

Technology
9
+ 0.68%
N/A
1.33K $259K
Pimco ETF Tr
8.45K
+ 50.91%
N/A
25K $0
Activity Summary
Buys All Purchases 67 New Holdings 6 Increased Positions 61 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 1 Puts 0
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