Means Investment Co., Inc. Reduced Holdings in Q1 2025

Means Investment Co., Inc.

  • $917 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MGK
Vanguard Mega Cap Growth ETF

ETFs
-152K
- 58.02%
$307.43 - $357.48 $46.8M - $54.4M
110K $34M
MGV
Vanguard Mega Cap Value

ETFs
-334K
- 65.91%
$123.61 - $133.01 $41.3M - $44.4M
173K $22.2M
AAPL
Apple Inc.

Technology
-44.6K
- 12.17%
$209.68 - $247.1 $9.34M - $11M
321K $71.4M
AMZN
Amazon Com Inc

Consumer Cyclical
-42.1K
- 17.69%
$190.26 - $242.06 $8.02M - $10.2M
196K $37.3M
CRM
Salesforce, Inc.

Technology
-20.3K
- 48.66%
$268.36 - $359.95 $5.45M - $7.31M
21.4K $5.75M
GOOG
Alphabet Inc.

Communication Services
-24.7K
- 20.64%
$156.06 - $207.71 $3.85M - $5.12M
94.8K $14.8M
MSFT
Microsoft Corp

Technology
-5.42K
- 5.13%
$375.39 - $447.2 $2.03M - $2.42M
100K $37.6M
META
Meta Platforms, Inc.

Communication Services
-10.3K
- 24.31%
$576.36 - $736.67 $5.91M - $7.55M
31.9K $18.4M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-54.1K
- 50.67%
$81.1 - $94.7 $4.39M - $5.12M
52.7K $4.27M
SCHW
Schwab Charles Corp

Financial Services
-60.8K
- 56.42%
$71.24 - $83.64 $4.33M - $5.09M
47K $3.68M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-57.9K
- 70.03%
$54.25 - $57.64 $3.14M - $3.34M
24.8K $1.36M
NVO
Novo Nordisk A S

Healthcare
-34.1K
- 68.06%
$69.3 - $90.95 $2.36M - $3.1M
16K $1.11M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-21.7K
- 51.68%
$102.49 - $119.96 $2.23M - $2.61M
20.3K $2.13M
UBER
Uber Technologies, Inc

Technology
-53.8K
- 54.93%
$63.17 - $81.49 $3.4M - $4.38M
44.1K $3.21M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-43.6K
- 28.81%
$58.32 - $65.09 $2.54M - $2.84M
108K $6.49M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-8.48K
- 29.99%
$442.66 - $534.52 $3.75M - $4.53M
19.8K $10.5M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-17.7K
- 27.82%
$126.11 - $135.06 $2.23M - $2.39M
45.9K $5.92M
WMT
Walmart Inc.

Consumer Defensive
-17.5K
- 25.22%
$84.5 - $105.05 $1.48M - $1.84M
51.9K $4.55M
GS
Goldman Sachs Group Inc

Financial Services
-2.73K
- 35.02%
$524.81 - $672.19 $1.43M - $1.83M
5.06K $2.77M
V
Visa Inc.

Financial Services
-6.96K
- 28.49%
$306.92 - $362.71 $2.14M - $2.53M
17.5K $6.12M
BX
Blackstone Inc.

Financial Services
-4.32K
- 20.71%
$136.53 - $186.74 $589K - $806K
16.5K $2.31M
PDI
Pimco Dynamic Income Fund

Financial Services
-72.6K
- 33.65%
$18.51 - $20.05 $1.34M - $1.46M
143K $2.84M
ORCL
Oracle Corp

Technology
-1.21K
- 3.44%
$139.81 - $186.47 $170K - $226K
34K $4.75M
NOW
Service Now, Inc.

Technology
-554
- 21.79%
$783.83 - $1170.39 $434K - $648K
1.99K $1.58M
BAC
Bank Of America Corp

Financial Services
-17.4K
- 12.15%
$39.61 - $47.74 $689K - $830K
126K $5.25M
CVX
Chevron Corp

Energy
-12.9K
- 23.52%
$146.71 - $167.97 $1.89M - $2.16M
41.9K $7.01M
NOC
Northrop Grumman Corp

Industrials
-2.04K
- 46.61%
$433.45 - $513.82 $885K - $1.05M
2.34K $1.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-13.9K
- 19.87%
$56.17 - $59.71 $781K - $830K
56K $3.2M
PFE
Pfizer Inc

Healthcare
-27.9K
- 42.95%
$25.01 - $27.13 $698K - $757K
37.1K $939K
VT
Vanguard Total World Stk Index

ETFs
-6.11K
- 41.53%
$115.08 - $123.97 $703K - $758K
8.6K $997K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-533
- 2.75%
$211.47 - $267.17 $113K - $142K
18.9K $3.99M
NKE
Nike, Inc.

Consumer Cyclical
-7.46K
- 44.42%
$63.29 - $81.72 $472K - $609K
9.33K $592K
PRU
Prudential Financial Inc

Financial Services
-4.77K
- 39.96%
$105.04 - $122.33 $501K - $583K
7.17K $800K
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
-6.56K
- 56.18%
$81.05 - $95.73 $531K - $628K
5.12K $420K
SPY
Spdr S&P 500 ETF Trust

ETFs
-871
- 20.83%
$551.42 - $612.93 $480K - $534K
3.31K $1.85M
DIS
Walt Disney CO

Communication Services
-2.85K
- 15.84%
$96.87 - $114.0 $276K - $325K
15.1K $1.49M
IDXX
Idexx Laboratories Inc

Healthcare
-1.21K
- 36.38%
$406.29 - $469.04 $493K - $569K
2.12K $890K
MRK
Merck & Co., Inc.

Healthcare
-1.27K
- 4.14%
$83.01 - $101.02 $105K - $128K
29.4K $2.64M
FDN
First Tr Fd Dow Jones

ETFs
-1.47K
- 37.49%
$221.38 - $266.86 $325K - $391K
2.44K $542K
MCD
Mcdonalds Corp

Consumer Cyclical
-2.07K
- 17.51%
$279.74 - $321.29 $579K - $664K
9.74K $3.04M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-2.67K
- 21.9%
$95.53 - $112.45 $255K - $300K
9.52K $922K
HD
Home Depot, Inc.

Consumer Cyclical
-585
- 11.18%
$347.25 - $424.87 $203K - $249K
4.65K $1.7M
SNOW
Snowflake Inc.

Technology
-1.89K
- 28.81%
$146.16 - $192.78 $277K - $365K
4.68K $683K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-367
- 15.66%
$468.34 - $539.52 $172K - $198K
1.98K $926K
TJX
Tjx Companies Inc

Consumer Cyclical
-2.28K
- 9.45%
$112.81 - $126.16 $257K - $288K
21.9K $2.66M
SO
Southern CO

Utilities
-4.14K
- 29.58%
$80.96 - $92.96 $335K - $385K
9.85K $905K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-7.07K
- 23.92%
$56.12 - $68.15 $397K - $482K
22.5K $1.53M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-3.21K
- 47.14%
$61.55 - $71.27 $198K - $229K
3.6K $225K
SBUX
Starbucks Corp

Consumer Cyclical
-4.02K
- 16.86%
$91.75 - $115.81 $369K - $465K
19.8K $1.94M
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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