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Size ($ in 1000's)
At 03/31/2024: $773,066
At 12/31/2023: $693,945
Means Investment CO. Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Means Investment CO. Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Means Investment CO. Inc. top holdings by largest position size, as per the latest 13f filing made by Means Investment CO. Inc..
In the Means Investment CO. Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Means Investment CO. Inc. in that top holding, then the share count change between reporting periods, and finally the Means Investment CO. Inc. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD WORLD FD (MGK) |
244,770 |
+13,767 |
$70,154 | | MGK | 244,770 | +13,767 | $70,154 | | APPLE INC |
383,083 |
-13,455 |
$65,691 | | AAPL | 383,083 | -13,455 | $65,691 | | VANGUARD INDEX FDS (VOO) |
116,770 |
+12,275 |
$56,132 | | VOO | 116,770 | +12,275 | $56,132 | | VANGUARD WORLD FD (MGV) |
443,933 |
+54,473 |
$53,054 | | MGV | 443,933 | +54,473 | $53,054 | | MICROSOFT CORP |
106,447 |
-1,835 |
$44,784 | | MSFT | 106,447 | -1,835 | $44,784 | | AMAZON COM INC |
236,312 |
-2,761 |
$42,626 | | AMZN | 236,312 | -2,761 | $42,626 | | VANGUARD INTL EQUITY INDEX F (VEU) |
584,364 |
+102,561 |
$34,273 | | VEU | 584,364 | +102,561 | $34,273 | | META PLATFORMS INC |
42,479 |
-472 |
$20,627 | | META | 42,479 | -472 | $20,627 | | NVIDIA CORPORATION |
21,797 |
+1,748 |
$19,695 | | NVDA | 21,797 | +1,748 | $19,695 | | ALPHABET INC |
115,795 |
+348 |
$17,631 | | GOOG | 115,795 | +348 | $17,631 | | JPMORGAN CHASE & CO |
82,346 |
-901 |
$16,494 | | JPM | 82,346 | -901 | $16,494 | | LAM RESEARCH CORP |
13,102 |
-105 |
$12,730 | | LRCX | 13,102 | -105 | $12,730 | | SALESFORCE INC |
39,002 |
+942 |
$11,747 | | CRM | 39,002 | +942 | $11,747 |  BERKSHIRE HATHAWAY INC DEL |
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$11,625 | | BRK.B | 26,136 | +1,810 | $10,991 | | BRK.A | 1 | UNCH | $634 | | SPDR S&P MIDCAP 400 ETF TR (MDY) |
18,770 |
-5,622 |
$10,444 | | MDY | 18,770 | -5,622 | $10,444 | | ISHARES TR (IHI) |
177,544 |
-22,313 |
$10,402 | | IHI | 177,544 | -22,313 | $10,402 | | CHEVRON CORP NEW |
59,760 |
-5,268 |
$9,427 | | CVX | 59,760 | -5,268 | $9,427 | | ISHARES TR (IMCB) |
118,681 |
+16,758 |
$8,644 | | IMCB | 118,681 | +16,758 | $8,644 | | VANGUARD WHITEHALL FDS (VYM) |
69,155 |
-9,150 |
$8,367 | | VYM | 69,155 | -9,150 | $8,367 | | BERKLEY W R CORP |
84,312 |
+49,142 |
$7,457 | | WRB | 84,312 | +49,142 | $7,457 | | ISHARES TR (IJR) |
62,424 |
-15,592 |
$6,899 | | IJR | 62,424 | -15,592 | $6,899 | | VISA INC |
24,322 |
-95 |
$6,788 | | V | 24,322 | -95 | $6,788 | | SCHWAB CHARLES CORP |
90,138 |
+18,266 |
$6,521 | | SCHW | 90,138 | +18,266 | $6,521 | | SPDR SER TR (XBI) |
67,095 |
-806 |
$6,367 | | XBI | 67,095 | -806 | $6,367 | | SCHWAB STRATEGIC TR |
174,763 |
+34,253 |
$6,257 | | SCHC | 174,763 | +34,253 | $6,257 | | BANK AMERICA CORP |
153,200 |
-12,255 |
$5,809 | | BAC | 153,200 | -12,255 | $5,809 | | UBER TECHNOLOGIES INC |
74,732 |
+16,009 |
$5,754 | | UBER | 74,732 | +16,009 | $5,754 | | ABBVIE INC |
29,343 |
-197 |
$5,343 | | ABBV | 29,343 | -197 | $5,343 | | NOVO NORDISK A S |
39,582 |
+15,254 |
$5,082 | | NVO | 39,582 | +15,254 | $5,082 | | JOHNSON & JOHNSON |
28,715 |
-1,876 |
$4,542 | | JNJ | 28,715 | -1,876 | $4,542 | | ORACLE CORP |
35,310 |
-11 |
$4,435 | | ORCL | 35,310 | -11 | $4,435 | | ISHARES INC (EMXC) |
75,013 |
+7,691 |
$4,319 | | EMXC | 75,013 | +7,691 | $4,319 | | WALMART INC |
70,848 |
+46,881 |
$4,263 | | WMT | 70,848 | +46,881 | $4,263 | | PROCTER AND GAMBLE CO |
26,091 |
-700 |
$4,233 | | PG | 26,091 | -700 | $4,233 | | MERCK & CO INC |
31,287 |
-477 |
$4,128 | | MRK | 31,287 | -477 | $4,128 | | MCDONALDS CORP |
13,892 |
-202 |
$3,917 | | MCD | 13,892 | -202 | $3,917 | | PIMCO DYNAMIC INCOME FD |
201,520 |
+3,159 |
$3,887 | | PDI | 201,520 | +3,159 | $3,887 | | J P MORGAN EXCHANGE TRADED F (JEPI) |
66,012 |
+2,026 |
$3,819 | | JEPI | 66,012 | +2,026 | $3,819 | | ABBOTT LABS |
32,627 |
-514 |
$3,708 | | ABT | 32,627 | -514 | $3,708 | | GOLDMAN SACHS GROUP INC |
8,303 |
-1,330 |
$3,468 | | GS | 8,303 | -1,330 | $3,468 | | SELECT SECTOR SPDR TR (XLV) |
21,713 |
+7,877 |
$3,208 | | XLV | 21,713 | +7,877 | $3,208 | | PHILIP MORRIS INTL INC |
34,609 |
-1,135 |
$3,171 | | PM | 34,609 | -1,135 | $3,171 | | DISNEY WALT CO |
25,075 |
+320 |
$3,068 | | DIS | 25,075 | +320 | $3,068 | | VANECK ETF TRUST (SMH) |
13,436 |
+3,181 |
$3,023 | | SMH | 13,436 | +3,181 | $3,023 | | NORTHROP GRUMMAN CORP |
6,093 |
-1,599 |
$2,916 | | NOC | 6,093 | -1,599 | $2,916 | | BLACKSTONE INC |
22,130 |
-1,270 |
$2,907 | | BX | 22,130 | -1,270 | $2,907 | | MONDELEZ INTL INC |
41,257 |
-7,282 |
$2,888 | | MDLZ | 41,257 | -7,282 | $2,888 | | UNITEDHEALTH GROUP INC |
5,356 |
-184 |
$2,650 | | UNH | 5,356 | -184 | $2,650 | | NIKE INC |
27,189 |
-5,973 |
$2,555 | | NKE | 27,189 | -5,973 | $2,555 | | ELI LILLY & CO |
3,282 |
-3 |
$2,553 | | LLY | 3,282 | -3 | $2,553 |
See Full List: All Stocks Held By Means Investment CO. Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Means Investment CO. Inc.
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