Means Investment Co., Inc. Purchases in Q4 2024

Means Investment Co., Inc.

  • $931 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LHX
L3 Harris Technologies, Inc.

Industrials
215
+ 21.18%
$208.94 - $264.22 $44.9K - $56.8K
1.23K $258K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
7
+ 0.02%
$8.24 - $11.07 $57.7 - $77.5
42.6K $397K
BK
Bank Of New York Mellon Corp

Financial Services
5
+ 0.16%
$70.82 - $81.87 $354 - $409
3.14K $241K
VIG
Vanguard Dividend Appreciation

ETFs
58
+ 2.98%
N/A
2.01K $365K
T
At&T Inc.

Communication Services
9
+ 0.08%
$21.22 - $23.88 $191 - $215
11.5K $262K
FNLC
First Bancorp, Inc

Financial Services
16
+ 0.19%
$25.32 - $31.02 $405 - $496
8.62K $235K
SCHX
Schwab Strategic Tr Us Large C

ETFs
15.2K
+ 197.31%
$22.4 - $68.28 $342K - $1.04M
23K $532K
VB
Vanguard Small Cap ETF

ETFs
4
+ 0.21%
$233.76 - $261.58 $935 - $1.05K
1.94K $465K
IJS
Ishares S&P Smallcap 600 Value

ETFs
9
+ 0.35%
$104.59 - $118.05 $941 - $1.06K
2.61K $283K
PKW
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.06%
$114.02 - $125.22 $342 - $376
5.15K $592K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
18
+ 0.27%
$66.67 - $74.08 $1.2K - $1.33K
6.81K $463K
TXN
Texas Instruments Inc

Technology
8
+ 0.55%
N/A
1.47K $286K
J P Morgan Exchange Traded F
22.4K
+ 6.9%
N/A
347K $0
LDUR
Pimco Enhanced Low Duration Ac

ETFs
38
+ 1.02%
$94.79 - $95.69 $3.6K - $3.64K
3.78K $358K
Blackrock Inc
2.15K
New
N/A
2.15K $0
Lam Research Corp
133K
New
N/A
133K $0
ACN
Accenture PLC

Technology
3
+ 0.45%
$343.9 - $376.86 $1.03K - $1.13K
665 $233K
SYY
Sysco Corp

Consumer Defensive
17
+ 0.61%
$73.63 - $81.77 $1.25K - $1.39K
2.81K $215K
ITA
Ishares Tr

ETFs
53
+ 1.83%
$144.31 - $157.31 $7.65K - $8.34K
2.94K $427K
IBB
Ishares Biotechnology ETF

ETFs
914
+ 9.72%
$131.21 - $148.85 $120K - $136K
10.3K $1.36M
WM
Waste Management Inc

Industrials
1
+ 0.08%
$201.79 - $228.46 $202 - $228
1.24K $250K
XLE
Energy Sector Spdr

ETFs
8
+ 0.23%
$83.32 - $97.27 $667 - $778
3.56K $304K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1
+ 0.1%
$209.89 - $233.24 $210 - $233
1.02K $217K
VTV
Vanguard Value ETF

ETFs
18
+ 0.56%
$168.32 - $181.87 $3.03K - $3.27K
3.24K $548K
PJP
Invesco Exchange Traded Fd Tr

ETFs
6
+ 0.18%
$82.12 - $89.61 $493 - $538
3.33K $275K
MMM
3 M CO

Industrials
1
+ 0.06%
$124.74 - $137.12 $125 - $137
1.77K $228K
COP
Conocophillips

Energy
285
+ 3.77%
$95.12 - $114.72 $27.1K - $32.7K
7.84K $777K
DUK
Duke Energy Corp

Utilities
18
+ 0.52%
$105.76 - $120.76 $1.9K - $2.17K
3.48K $375K
MDT
Medtronic PLC

Healthcare
4
+ 0.15%
$79.61 - $92.24 $318 - $369
2.6K $207K
CB
Chubb LTD

Financial Services
1
+ 0.04%
$271.57 - $301.89 $272 - $302
2.3K $635K
IXUS
Ishares Tr

ETFs
18
+ 0.3%
$65.95 - $72.56 $1.19K - $1.31K
5.94K $392K
VLO
Valero Energy Corp

Energy
6
+ 0.18%
$118.59 - $144.02 $712 - $864
3.42K $419K
XLB
Select Sector Spdr Fd Material

ETFs
176
+ 3.67%
$83.8 - $97.58 $14.7K - $17.2K
4.97K $418K
VZ
Verizon Communications Inc

Communication Services
895
+ 4.94%
$39.6 - $45.21 $35.4K - $40.5K
19K $760K
QCOM
Qualcomm Inc

Technology
364
+ 5.37%
$150.4 - $178.04 $54.7K - $64.8K
7.14K $1.1M
WY
Weyerhaeuser CO

Real Estate
34
+ 0.34%
$27.21 - $33.7 $925 - $1.15K
10.1K $284K
MPC
Marathon Petroleum Corp

Energy
12
+ 0.47%
$131.65 - $174.84 $1.58K - $2.1K
2.57K $358K
OTIS
Otis Worldwide Corp

Industrials
1
+ 0.02%
$92.57 - $106.01 $92.6 - $106
6.19K $573K
SO
Southern CO

Utilities
377
+ 2.77%
$81.5 - $94.15 $30.7K - $35.5K
14K $1.15M
PDI
Pimco Dynamic Income Fund

Financial Services
15.2K
+ 7.57%
$18.33 - $20.85 $278K - $317K
216K $3.96M
PFE
Pfizer Inc

Healthcare
1.66K
+ 2.62%
$24.8 - $30.19 $41.2K - $50.1K
65K $1.72M
KO
Coca Cola CO

Consumer Defensive
891
+ 4.95%
$61.74 - $71.71 $55K - $63.9K
18.9K $1.18M
CVX
Chevron Corp

Energy
92
+ 0.17%
$141.15 - $162.53 $13K - $15K
54.8K $7.93M
LMT
Lockheed Martin Corp

Industrials
9
+ 0.7%
$479.66 - $614.62 $4.32K - $5.53K
1.29K $626K
AMGN
Amgen Inc

Healthcare
8
+ 0.34%
$258.78 - $328.31 $2.07K - $2.63K
2.36K $614K
XOM
Exxon Mobil Corp

Energy
424
+ 2.07%
$105.51 - $125.37 $44.7K - $53.2K
20.9K $2.25M
CARR
Carrier Global Corp

Industrials
2
+ 0.02%
$66.69 - $82.65 $133 - $165
12.9K $881K
LLY
Eli Lilly & CO

Healthcare
205
+ 6.8%
$727.2 - $932.06 $149K - $191K
3.22K $2.49M
UNH
Unitedhealth Group Inc

Healthcare
262
+ 5.7%
$485.52 - $625.25 $127K - $164K
4.86K $2.46M
Activity Summary
Buys All Purchases 105 New Holdings 11 Increased Positions 94 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 1 Puts 0
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