Means Investment Co., Inc. Reduced Holdings in Q3 2024

Means Investment Co., Inc.

  • $882 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-54
- 0.05%
$395.15 - $467.56 $21.3K - $25.2K
105K $45.1M
CVX
Chevron Corp

Energy
-433
- 0.79%
$137.88 - $161.97 $59.7K - $70.1K
54.7K $8.05M
BA
Boeing CO

Industrials
-1.97K
- 50.05%
$152.04 - $190.6 $300K - $376K
1.97K $299K
MRK
Merck & Co., Inc.

Healthcare
-175
- 0.57%
$111.15 - $128.97 $19.5K - $22.6K
30.7K $3.48M
SNOW
Snowflake Inc.

Technology
-299
- 2.28%
$108.56 - $143.02 $32.5K - $42.8K
12.8K $1.47M
DIS
Walt Disney CO

Communication Services
-2.2K
- 9.11%
$85.6 - $98.61 $188K - $217K
21.9K $2.11M
UCO
Pro Shares Trust Ii

ETFs
-84
- 0.66%
$23.45 - $34.9 $1.97K - $2.93K
12.6K $321K
INMD
In Mode Ltd.

Healthcare
-1.57K
- 10.07%
$15.43 - $19.06 $24.3K - $30K
14.1K $237K
PANW
Palo Alto Networks Inc

Technology
-162
- 5.27%
$294.18 - $368.01 $47.7K - $59.6K
2.91K $995K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-401
- 8.06%
$100.09 - $100.69 $40.1K - $40.4K
4.57K $460K
XLK
Technology Sector Spdr

ETFs
-78
- 4.25%
$197.34 - $237.68 $15.4K - $18.5K
1.76K $396K
XLE
Energy Sector Spdr

ETFs
-82
- 2.26%
$84.35 - $93.39 $6.92K - $7.66K
3.55K $311K
STAG
Stag Industrial, Inc.

Real Estate
-1.37K
- 11.12%
$35.42 - $40.98 $48.3K - $55.9K
10.9K $426K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-45
- 10.82%
$531.86 - $624.21 $23.9K - $28.1K
371 $229K
TGT
Target Corp

Consumer Defensive
-62
- 3.98%
$133.47 - $159.25 $8.28K - $9.87K
1.5K $233K
VTV
Vanguard Value ETF

ETFs
-262
- 7.52%
$159.75 - $174.57 $41.9K - $45.7K
3.22K $562K
IWS
Ishares Russell Midcap Value E

ETFs
-162
- 5.56%
$119.52 - $132.25 $19.4K - $21.4K
2.75K $363K
PRU
Prudential Financial Inc

Financial Services
-264
- 2.15%
$105.53 - $127.32 $27.9K - $33.6K
12K $1.46M
IXUS
Ishares Tr

ETFs
-190
- 3.11%
$64.9 - $73.35 $12.3K - $13.9K
5.92K $429K
HDV
Ishares Core High Dividend ETF

ETFs
-57
- 1.94%
$107.62 - $118.76 $6.13K - $6.77K
2.88K $338K
FDN
First Tr Fd Dow Jones

ETFs
-38
- 0.96%
$183.68 - $212.48 $6.98K - $8.07K
3.93K $832K
PAVE
Global X Fds Us Infrastructure

ETFs
-34
- 0.47%
$36.39 - $41.16 $1.24K - $1.4K
7.18K $295K
CMCSA
Comcast Corp

Communication Services
-64
- 0.53%
$37.33 - $41.78 $2.39K - $2.67K
12K $501K
TD
Toronto Dominion Bank

Financial Services
-20
- 0.45%
$54.54 - $64.56 $1.09K - $1.29K
4.38K $277K
XOM
Exxon Mobil Corp

Energy
-46
- 0.22%
$109.72 - $119.0 $5.05K - $5.47K
20.5K $2.4M
SOFI
So Fi Technologies, Inc.

Financial Services
-3.77K
- 6.89%
$6.32 - $8.19 $23.8K - $30.8K
50.9K $399K
IDXX
Idexx Laboratories Inc

Healthcare
-29
- 0.85%
$455.08 - $517.19 $13.2K - $15K
3.38K $1.71M
NFLX
Netflix Inc

Communication Services
-20
- 1.15%
$598.55 - $722.26 $12K - $14.4K
1.72K $1.22M
TT
Trane Technologies PLC

Industrials
-61
- 5.14%
$314.21 - $388.71 $19.2K - $23.7K
1.13K $437K
AXP
American Express CO

Financial Services
-73
- 4.26%
$225.92 - $271.17 $16.5K - $19.8K
1.64K $444K
DUK
Duke Energy Corp

Utilities
-8
- 0.23%
$99.35 - $117.71 $795 - $942
3.46K $399K
PKW
Invesco Exchange Traded Fd Tr

ETFs
-16
- 0.31%
$102.34 - $114.52 $1.64K - $1.83K
5.15K $589K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-469
- 3.32%
$46.45 - $53.68 $21.8K - $25.2K
13.7K $721K
ZETA
Zeta Global Holdings Corp.

Technology
-6.91K
- 32.1%
$16.61 - $30.24 $115K - $209K
14.6K $436K
VZ
Verizon Communications Inc

Communication Services
-189
- 1.03%
$38.89 - $45.0 $7.35K - $8.51K
18.1K $814K
IBB
Ishares Biotechnology ETF

ETFs
-137
- 1.44%
$135.09 - $149.47 $18.5K - $20.5K
9.41K $1.37M
SPY
Spdr S&P 500 ETF Trust

ETFs
-108
- 2.51%
$517.38 - $573.86 $55.9K - $62K
4.19K $2.41M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2.81K
- 8.34%
$64.35 - $75.71 $181K - $213K
30.9K $2.28M
VT
Vanguard Total World Stk Index

ETFs
-312
- 2.04%
$107.72 - $119.96 $33.6K - $37.4K
15K $1.8M
MTB
M&T Bank Corp

Financial Services
-64
- 1.53%
$146.49 - $179.85 $9.38K - $11.5K
4.12K $734K
CSCO
Cisco Systems, Inc.

Technology
-146
- 0.58%
$44.74 - $53.22 $6.53K - $7.77K
24.9K $1.33M
NKE
Nike, Inc.

Consumer Cyclical
-1.38K
- 6.85%
$71.09 - $89.44 $98K - $123K
18.7K $1.66M
SO
Southern CO

Utilities
-399
- 2.85%
$77.0 - $90.52 $30.7K - $36.1K
13.6K $1.23M
MO
Altria Group, Inc.

Consumer Defensive
-434
- 1.44%
$45.95 - $54.71 $19.9K - $23.7K
29.8K $1.52M
TJX
Tjx Companies Inc

Consumer Cyclical
-258
- 1.07%
$107.93 - $120.23 $27.8K - $31K
23.8K $2.79M
BMY
Bristol Myers Squibb CO

Healthcare
-3.4K
- 10.44%
$39.66 - $51.75 $135K - $176K
29.1K $1.51M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.44K
- 5.42%
$105.53 - $118.34 $258K - $289K
42.6K $4.99M
SHOP
Shopify Inc.

Technology
-84
- 0.59%
$52.26 - $80.75 $4.39K - $6.78K
14.2K $1.14M
PG
Procter & Gamble CO

Consumer Defensive
-36
- 0.14%
$160.76 - $177.82 $5.79K - $6.4K
24.9K $4.31M
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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