Means Investment Co., Inc. Reduced Holdings in Q2 2025

Means Investment Co., Inc.

  • $1.04 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.39K
- 0.43%
$172.42 - $223.89 $239K - $311K
320K $65.7M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-45.4K
- 86.19%
$69.8 - $85.28 $3.17M - $3.87M
7.27K $603K
UNH
Unitedhealth Group Inc

Healthcare
-2K
- 31.59%
$274.35 - $599.47 $547K - $1.2M
4.32K $1.35M
MGV
Vanguard Mega Cap Value

ETFs
-9.25K
- 5.36%
$114.87 - $131.25 $1.06M - $1.21M
163K $21.4M
NVO
Novo Nordisk A S

Healthcare
-10.6K
- 66.36%
$58.08 - $81.05 $617K - $861K
5.39K $371K
PFE
Pfizer Inc

Healthcare
-22.4K
- 60.38%
$21.59 - $24.84 $483K - $556K
14.7K $356K
BMY
Bristol Myers Squibb CO

Healthcare
-2.71K
- 10.71%
$44.12 - $59.6 $120K - $161K
22.6K $1.05M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-743
- 4.2%
$99.37 - $134.05 $73.8K - $99.6K
16.9K $1.92M
JNJ
Johnson & Johnson

Healthcare
-595
- 2.48%
$146.36 - $159.82 $87.1K - $95.1K
23.4K $3.57M
XOM
Exxon Mobil Corp

Energy
-126
- 0.4%
$99.93 - $119.04 $12.6K - $15K
31.7K $3.42M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-5.76K
- 10.28%
$51.14 - $57.0 $295K - $328K
50.3K $2.86M
PEP
Pepsico Inc

Consumer Defensive
-450
- 3.74%
$128.02 - $151.37 $57.6K - $68.1K
11.6K $1.53M
MCD
Mcdonalds Corp

Consumer Cyclical
-101
- 1.04%
$285.55 - $321.23 $28.8K - $32.4K
9.64K $2.82M
MET
Metlife Inc

Financial Services
-2.31K
- 29.05%
$68.42 - $82.49 $158K - $190K
5.64K $453K
SBUX
Starbucks Corp

Consumer Cyclical
-7
- 0.04%
$79.69 - $99.41 $558 - $696
19.8K $1.82M
PRU
Prudential Financial Inc

Financial Services
-788
- 11.0%
$95.12 - $112.71 $75K - $88.8K
6.38K $685K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.57K
- 6.96%
$63.54 - $68.5 $99.4K - $107K
20.9K $1.41M
COP
Conocophillips

Energy
-70
- 0.99%
$82.66 - $106.1 $5.79K - $7.43K
7.01K $628K
CRM
Salesforce, Inc.

Technology
-732
- 3.41%
$236.26 - $291.15 $173K - $213K
20.7K $5.65M
NOC
Northrop Grumman Corp

Industrials
-132
- 5.64%
$456.3 - $540.39 $60.2K - $71.3K
2.21K $1.1M
AMGN
Amgen Inc

Healthcare
-42
- 1.8%
$262.28 - $309.85 $11K - $13K
2.3K $640K
LOW
Lowes Companies Inc

Consumer Cyclical
-223
- 7.41%
$210.83 - $235.28 $47K - $52.5K
2.79K $617K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-5.34K
- 4.95%
$54.27 - $63.01 $290K - $336K
102K $6.42M
XLE
Energy Sector Spdr

ETFs
-437
- 13.28%
$76.44 - $94.13 $33.4K - $41.1K
2.85K $241K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.96K
- 4.27%
$114.78 - $133.31 $225K - $262K
44K $5.86M
NEE
Nextera Energy Inc

Utilities
-378
- 1.86%
$64.11 - $75.0 $24.2K - $28.4K
19.9K $1.38M
UCO
Pro Shares Trust Ii

ETFs
-252
- 2.38%
$18.66 - $27.87 $4.7K - $7.02K
10.3K $231K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-4.38K
- 19.06%
$19.6 - $24.44 $85.8K - $107K
18.6K $454K
UNP
Union Pacific Corp

Industrials
-160
- 6.94%
$208.27 - $238.46 $33.3K - $38.2K
2.15K $493K
MO
Altria Group, Inc.

Consumer Defensive
-195
- 0.72%
$55.56 - $60.91 $10.8K - $11.9K
27K $1.58M
IXUS
Ishares Tr

ETFs
-743
- 19.99%
$62.37 - $77.63 $46.3K - $57.7K
2.97K $229K
TXN
Texas Instruments Inc

Technology
-155
- 10.48%
N/A
1.32K $257K
IWS
Ishares Russell Midcap Value E

ETFs
-325
- 11.79%
$110.58 - $132.14 $35.9K - $42.9K
2.43K $321K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.12K
- 5.5%
$90.56 - $109.49 $101K - $122K
19.2K $2.1M
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
-194
- 3.79%
$72.34 - $83.73 $14K - $16.2K
4.92K $399K
KO
Coca Cola CO

Consumer Defensive
-14
- 0.08%
$68.37 - $73.9 $957 - $1.03K
17.4K $1.23M
CI
Cigna Corp

Healthcare
-56
- 6.17%
$301.89 - $340.04 $16.9K - $19K
852 $281K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-860
- 6.0%
$45.88 - $54.4 $39.5K - $46.8K
13.5K $732K
CAC
Camden National Corp

Financial Services
-384
- 0.86%
$36.35 - $41.49 $14K - $15.9K
44.4K $1.8M
TJX
Tjx Companies Inc

Consumer Cyclical
-345
- 1.58%
$119.13 - $135.03 $41.1K - $46.6K
21.5K $2.66M
ADBE
Adobe Inc.

Technology
-31
- 1.17%
$340.0 - $420.68 $10.5K - $13K
2.62K $1.01M
Blackrock Inc
-128
- 10.18%
N/A
1.13K $0
Lam Research Corp
-2.05K
- 3.24%
N/A
61.4K $0
FNLC
First Bancorp, Inc

Financial Services
-183
- 2.25%
$22.6 - $25.42 $4.14K - $4.65K
7.93K $201K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-67
- 0.7%
$86.79 - $101.21 $5.81K - $6.78K
9.46K $932K
LMT
Lockheed Martin Corp

Industrials
-13
- 1.19%
$430.82 - $486.45 $5.6K - $6.32K
1.08K $501K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-2.94K
- 11.88%
$50.08 - $63.14 $147K - $186K
21.8K $1.38M
LNG
Cheniere Energy, Inc.

Energy
-8
- 0.57%
$197.25 - $244.33 $1.58K - $1.95K
1.4K $341K
BK
Bank Of New York Mellon Corp

Financial Services
-61
- 1.94%
$73.31 - $91.62 $4.47K - $5.59K
3.09K $281K
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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