Means Investment Co., Inc. has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $931 Million distributed in 206 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $91.7M, Vanguard Mega Cap Growth ETF with a value of $90.1M, Vanguard Index Fds S&P 500 ETF with a value of $75.3M, Vanguard Mega Cap Value with a value of $63.3M, and Amazon Com Inc with a value of $52.3M.
Examining the 13F form we can see an increase of $48.7M in the current position value, from $882M to 931M.
Below you can find more details about Means Investment Co., Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$931 Million
ETFs: $408 Million
Technology: $220 Million
Financial Services: $87.4 Million
Consumer Cyclical: $74.6 Million
Communication Services: $56.5 Million
Healthcare: $32.8 Million
Consumer Defensive: $22.8 Million
Energy: $12.6 Million
Other: $16.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
