Means Investment Co., Inc. Reduced Holdings in Q4 2024

Means Investment Co., Inc.

  • $931 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
-20
- 0.86%
$96.83 - $106.88 $1.94K - $2.14K
2.3K $222K
KMB
Kimberly Clark Corp

Consumer Defensive
-44
- 2.25%
$130.37 - $146.09 $5.74K - $6.43K
1.91K $250K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-174
- 4.84%
$71.75 - $75.11 $12.5K - $13.1K
3.42K $245K
PGR
Progressive Corp

Financial Services
-16
- 1.32%
$239.6 - $268.88 $3.83K - $4.3K
1.2K $287K
BA
Boeing CO

Industrials
-382
- 19.4%
$138.14 - $180.72 $52.8K - $69K
1.59K $280K
HDV
Ishares Core High Dividend ETF

ETFs
-22
- 0.76%
$110.82 - $121.28 $2.44K - $2.67K
2.86K $320K
BHB
Bar Harbor Bankshares

Financial Services
-230
- 0.76%
$28.81 - $38.23 $6.63K - $8.79K
29.8K $912K
BNDX
Vanguard Total International B

ETFs
-52
- 1.11%
$48.91 - $50.61 $2.54K - $2.63K
4.65K $228K
PAVE
Global X Fds Us Infrastructure

ETFs
-37
- 0.52%
$40.41 - $45.95 $1.5K - $1.7K
7.15K $288K
TTD
Trade Desk, Inc.

Technology
-100
- 5.45%
$108.7 - $139.51 $10.9K - $14K
1.74K $204K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-94
- 3.86%
$481.22 - $538.17 $45.2K - $50.6K
2.34K $1.2M
UCO
Pro Shares Trust Ii

ETFs
-630
- 4.98%
$24.47 - $30.76 $15.4K - $19.4K
12K $330K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-56
- 0.41%
$51.33 - $58.78 $2.87K - $3.29K
13.6K $734K
DE
Deere & CO

Industrials
-5
- 0.16%
$389.45 - $466.0 $1.95K - $2.33K
3.15K $1.34M
MO
Altria Group, Inc.

Consumer Defensive
-263
- 0.88%
$49.06 - $57.74 $12.9K - $15.2K
29.5K $1.54M
SKYY
First Trust Cloud Computing Et

ETFs
-95
- 4.53%
$99.98 - $130.46 $9.5K - $12.4K
2K $238K
LNG
Cheniere Energy, Inc.

Energy
-65
- 4.37%
$181.07 - $225.92 $11.8K - $14.7K
1.42K $305K
SPY
Spdr S&P 500 ETF Trust

ETFs
-12
- 0.29%
$567.81 - $607.81 $6.81K - $7.29K
4.18K $2.45M
FDN
First Tr Fd Dow Jones

ETFs
-21
- 0.53%
$210.5 - $257.24 $4.42K - $5.4K
3.91K $950K
NFLX
Netflix Inc

Communication Services
-99
- 5.76%
$687.65 - $936.56 $68.1K - $92.7K
1.62K $1.44M
WRB
Berkley W R Corp

Financial Services
-8
- 0.01%
$56.48 - $64.94 $452 - $520
126K $7.4M
BX
Blackstone Inc.

Financial Services
-202
- 0.96%
$148.45 - $199.05 $30K - $40.2K
20.8K $3.59M
BAC
Bank Of America Corp

Financial Services
-846
- 0.59%
$39.22 - $47.77 $33.2K - $40.4K
143K $6.29M
GS
Goldman Sachs Group Inc

Financial Services
-40
- 0.51%
$486.1 - $608.57 $19.4K - $24.3K
7.79K $4.46M
WMT
Walmart Inc.

Consumer Defensive
-468
- 0.67%
$79.1 - $95.7 $37K - $44.8K
69.4K $6.27M
META
Meta Platforms, Inc.

Communication Services
-61
- 0.14%
$554.08 - $632.68 $33.8K - $38.6K
42.2K $24.9M
SCHW
Schwab Charles Corp

Financial Services
-312
- 0.29%
$63.31 - $82.85 $19.8K - $25.8K
108K $7.98M
V
Visa Inc.

Financial Services
-21
- 0.09%
$273.87 - $320.91 $5.75K - $6.74K
24.4K $7.72M
JPM
Jpmorgan Chase & CO

Financial Services
-829
- 1.01%
$205.18 - $250.29 $170K - $207K
81.2K $19.5M
CRM
Salesforce, Inc.

Technology
-244
- 0.58%
$270.87 - $367.87 $66.1K - $89.8K
41.8K $14M
PLTR
Palantir Technologies Inc.

Technology
-698
- 0.72%
$36.46 - $82.38 $25.4K - $57.5K
95.9K $7.26M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-2.35K
- 0.89%
$316.94 - $357.88 $744K - $840K
262K $90.1M
AAPL
Apple Inc.

Technology
-4.51K
- 1.22%
$221.69 - $259.02 $1M - $1.17M
366K $91.7M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.32K
- 0.55%
$180.88 - $232.93 $238K - $307K
238K $52.3M
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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