Holdings Channel
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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
MSTR +339+$577
TRV +1,196+$275
TMO +418+$243
DKS +1,059+$238
XLI +1,727+$218
MDT +2,445+$213
MMC +1,019+$210
AVUV +2,217+$208
TTD +2,335+$204
SKYY +2,100+$201
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
AGG -15,627-$1,551
UPS -1,610-$253
AOA -3,594-$248
MMM -1,870-$204
INMD -9,145-$203
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
VEU +102,561+$7,225
MGV +54,473+$10,459
WRB +49,142+$4,970
WMT +46,881+$485
SCHC +34,253+$1,355
SCHW +18,266+$1,576
IMCB +16,758+$1,802
UBER +16,009+$2,138
NVO +15,254+$2,565
MGK +13,767+$10,206
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
STER -41,637-$558
IHI -22,313-$384
IJR -15,592-$1,546
AAPL -13,455-$10,655
BAC -12,255+$238
VYM -9,150-$374
ARKG -8,220-$363
MDLZ -7,282-$628
BMY -7,017-$261
Means Investment CO. Inc. Info
Size ($ 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

All Stocks Held By Means Investment CO. Inc.
As of  03/31/2024, we find all stocks held by Means Investment CO. Inc. to be as follows, presented in the table below with each row detailing each Means Investment CO. Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Means Investment CO. Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Means Investment CO. Inc. as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
VANGUARD WORLD FD (MGK) 244,770 +13,767 $70,154
     MGK244,770+13,767$70,154
APPLE INC 383,083 -13,455 $65,691
     AAPL383,083-13,455$65,691
VANGUARD INDEX FDS (VOO) 116,770 +12,275 $56,132
     VOO116,770+12,275$56,132
VANGUARD WORLD FD (MGV) 443,933 +54,473 $53,054
     MGV443,933+54,473$53,054
MICROSOFT CORP 106,447 -1,835 $44,784
     MSFT106,447-1,835$44,784
AMAZON COM INC 236,312 -2,761 $42,626
     AMZN236,312-2,761$42,626
VANGUARD INTL EQUITY INDEX F (VEU) 584,364 +102,561 $34,273
     VEU584,364+102,561$34,273
META PLATFORMS INC 42,479 -472 $20,627
     META42,479-472$20,627
NVIDIA CORPORATION 21,797 +1,748 $19,695
     NVDA21,797+1,748$19,695
ALPHABET INC 115,795 +348 $17,631
     GOOG115,795+348$17,631
JPMORGAN CHASE & CO 82,346 -901 $16,494
     JPM82,346-901$16,494
LAM RESEARCH CORP 13,102 -105 $12,730
     LRCX13,102-105$12,730
SALESFORCE INC 39,002 +942 $11,747
     CRM39,002+942$11,747
BERKSHIRE HATHAWAY INC DEL      $11,625
     BRK.B26,136+1,810$10,991
     BRK.A1UNCH$634
SPDR S&P MIDCAP 400 ETF TR (MDY) 18,770 -5,622 $10,444
     MDY18,770-5,622$10,444
ISHARES TR (IHI) 177,544 -22,313 $10,402
     IHI177,544-22,313$10,402
CHEVRON CORP NEW 59,760 -5,268 $9,427
     CVX59,760-5,268$9,427
ISHARES TR (IMCB) 118,681 +16,758 $8,644
     IMCB118,681+16,758$8,644
VANGUARD WHITEHALL FDS (VYM) 69,155 -9,150 $8,367
     VYM69,155-9,150$8,367
BERKLEY W R CORP 84,312 +49,142 $7,457
     WRB84,312+49,142$7,457
ISHARES TR (IJR) 62,424 -15,592 $6,899
     IJR62,424-15,592$6,899
VISA INC 24,322 -95 $6,788
     V24,322-95$6,788
SCHWAB CHARLES CORP 90,138 +18,266 $6,521
     SCHW90,138+18,266$6,521
SPDR SER TR (XBI) 67,095 -806 $6,367
     XBI67,095-806$6,367
SCHWAB STRATEGIC TR 174,763 +34,253 $6,257
     SCHC174,763+34,253$6,257
BANK AMERICA CORP 153,200 -12,255 $5,809
     BAC153,200-12,255$5,809
UBER TECHNOLOGIES INC 74,732 +16,009 $5,754
     UBER74,732+16,009$5,754
ABBVIE INC 29,343 -197 $5,343
     ABBV29,343-197$5,343
NOVO NORDISK A S 39,582 +15,254 $5,082
     NVO39,582+15,254$5,082
JOHNSON & JOHNSON 28,715 -1,876 $4,542
     JNJ28,715-1,876$4,542
ORACLE CORP 35,310 -11 $4,435
     ORCL35,310-11$4,435
ISHARES INC (EMXC) 75,013 +7,691 $4,319
     EMXC75,013+7,691$4,319
WALMART INC 70,848 +46,881 $4,263
     WMT70,848+46,881$4,263
PROCTER AND GAMBLE CO 26,091 -700 $4,233
     PG26,091-700$4,233
MERCK & CO INC 31,287 -477 $4,128
     MRK31,287-477$4,128
MCDONALDS CORP 13,892 -202 $3,917
     MCD13,892-202$3,917
PIMCO DYNAMIC INCOME FD 201,520 +3,159 $3,887
     PDI201,520+3,159$3,887
J P MORGAN EXCHANGE TRADED F (JEPI) 66,012 +2,026 $3,819
     JEPI66,012+2,026$3,819
ABBOTT LABS 32,627 -514 $3,708
     ABT32,627-514$3,708
GOLDMAN SACHS GROUP INC 8,303 -1,330 $3,468
     GS8,303-1,330$3,468
SELECT SECTOR SPDR TR (XLV) 21,713 +7,877 $3,208
     XLV21,713+7,877$3,208
PHILIP MORRIS INTL INC 34,609 -1,135 $3,171
     PM34,609-1,135$3,171
DISNEY WALT CO 25,075 +320 $3,068
     DIS25,075+320$3,068
VANECK ETF TRUST (SMH) 13,436 +3,181 $3,023
     SMH13,436+3,181$3,023
NORTHROP GRUMMAN CORP 6,093 -1,599 $2,916
     NOC6,093-1,599$2,916
BLACKSTONE INC 22,130 -1,270 $2,907
     BX22,130-1,270$2,907
MONDELEZ INTL INC 41,257 -7,282 $2,888
     MDLZ41,257-7,282$2,888
UNITEDHEALTH GROUP INC 5,356 -184 $2,650
     UNH5,356-184$2,650
NIKE INC 27,189 -5,973 $2,555
     NKE27,189-5,973$2,555
ELI LILLY & CO 3,282 -3 $2,553
     LLY3,282-3$2,553
SPDR S&P 500 ETF TR (SPY) 4,656 -396 $2,436
     SPY4,656-396$2,436
TJX COS INC NEW 23,960 +72 $2,430
     TJX23,960+72$2,430
EXXON MOBIL CORP 20,724 -666 $2,409
     XOM20,724-666$2,409
STARBUCKS CORP 25,814 -2,844 $2,359
     SBUX25,814-2,844$2,359
ALPHABET INC 15,311 -188 $2,311
     GOOGL15,311-188$2,311
TESLA INC 13,135 +4,083 $2,309
     TSLA13,135+4,083$2,309
BLACKROCK INC 2,663 -492 $2,221
     BLK2,663-492$2,221
SNOWFLAKE INC 12,837 +712 $2,074
     SNOW12,837+712$2,074
PEPSICO INC 11,769 -385 $2,060
     PEP11,769-385$2,060
HOME DEPOT INC 5,308 +10 $2,036
     HD5,308+10$2,036
SERVICENOW INC 2,595 -43 $1,978
     NOW2,595-43$1,978
PALANTIR TECHNOLOGIES INC 83,480 +3,955 $1,921
     PLTR83,480+3,955$1,921
VANGUARD INTL EQUITY INDEX F (VT) 17,181 -3,094 $1,898
     VT17,181-3,094$1,898
IDEXX LABS INC 3,477 -371 $1,877
     IDXX3,477-371$1,877
NUCOR CORP 9,440 +1 $1,868
     NUE9,440+1$1,868
BRISTOL MYERS SQUIBB CO 33,877 -7,017 $1,837
     BMY33,877-7,017$1,837
ALIBABA GROUP HLDG LTD 24,351 +1,932 $1,762
     BABA24,351+1,932$1,762
CISCO SYS INC 32,285 -2,437 $1,611
     CSCO32,285-2,437$1,611
CAMDEN NATL CORP 47,798 -960 $1,602
     CAC47,798-960$1,602
SPDR SER TR (XHB) 13,657 -58 $1,524
     XHB13,657-58$1,524
INTERNATIONAL BUSINESS MACHS 7,841 -189 $1,497
     IBM7,841-189$1,497
ALTRIA GROUP INC 32,757 -2,236 $1,429
     MO32,757-2,236$1,429
PRUDENTIAL FINL INC 12,060 -2,810 $1,416
     PRU12,060-2,810$1,416
RTX CORPORATION 14,440 -352 $1,408
     RTX14,440-352$1,408
ISHARES TR (IBB) 10,155 +16 $1,393
     IBB10,155+16$1,393
NEXTERA ENERGY INC 21,377 +211 $1,366
     NEE21,377+211$1,366
ADOBE INC 2,649 -40 $1,337
     ADBE2,649-40$1,337
SPDR SER TR (XHE) 14,424 -1,457 $1,268
     XHE14,424-1,457$1,268
DEERE & CO 3,074 +172 $1,263
     DE3,074+172$1,263
COCA COLA CO 20,108 -139 $1,230
     KO20,108-139$1,230
EXCHANGE TRADED CONCEPTS TRU (ROBO) 20,354 -6,922 $1,194
     ROBO20,354-6,922$1,194
NETFLIX INC 1,895 -22 $1,151
     NFLX1,895-22$1,151
ISHARES TR (IVV) 2,162 +14 $1,137
     IVV2,162+14$1,137
SOUTHERN CO 15,838 -1,386 $1,136
     SO15,838-1,386$1,136
CATERPILLAR INC 3,096 +41 $1,135
     CAT3,096+41$1,135
BOEING CO 5,878 -434 $1,134
     BA5,878-434$1,134
SHOPIFY INC 14,408 +31 $1,112
     SHOP14,408+31$1,112
EATON CORP PLC 3,351 +8 $1,048
     ETN3,351+8$1,048
LOWES COS INC 3,988 -108 $1,016
     LOW3,988-108$1,016
QUALCOMM INC 5,815 +22 $984
     QCOM5,815+22$984
FIRST TR EXCHANGE TRADED FD (FDN) 4,733 -225 $971
     FDN4,733-225$971
INVESCO QQQ TR 2,159 +254 $959
     QQQ2,159+254$959
ISHARES TR (SMMD) 14,434 -4,298 $947
     SMMD14,434-4,298$947
CONOCOPHILLIPS 7,427 +116 $945
     COP7,427+116$945
WALGREENS BOOTS ALLIANCE INC 42,606 +3 $924
     WBA42,606+3$924
LOCKHEED MARTIN CORP 1,856 +58 $844
     LMT1,856+58$844
PFIZER INC 29,950 -4,332 $831
     PFE29,950-4,332$831
STAG INDL INC 21,552 -5,779 $828
     STAG21,552-5,779$828
BAR HBR BANKSHARES (BHB) 30,310 +73 $803
     BHB30,310+73$803
MASTERCARD INCORPORATED 1,668 +52 $803
     MA1,668+52$803
VERIZON COMMUNICATIONS INC 18,896 +152 $793
     VZ18,896+152$793
PHILLIPS 66 4,663 +7 $762
     PSX4,663+7$762
ISHARES TR (IXUS) 11,060 -5,789 $751
     IXUS11,060-5,789$751
CARRIER GLOBAL CORPORATION 12,821 +15 $745
     CARR12,821+15$745
NOVARTIS AG 7,684 -390 $743
     NVS7,684-390$743
PALO ALTO NETWORKS INC 2,549 +1,637 $724
     PANW2,549+1,637$724
PIMCO ETF TR (MINT) 7,133 -3,205 $717
     MINT7,133-3,205$717
WISDOMTREE TR 14,254 -2,121 $714
     EES14,254-2,121$714
SPDR SER TR (SPAB) 27,998 -4,646 $708
     SPAB27,998-4,646$708
METLIFE INC 9,438 -157 $699
     MET9,438-157$699
ADVANCED MICRO DEVICES INC 3,836 -256 $692
     AMD3,836-256$692
AMGEN INC 2,327 -76 $662
     AMGN2,327-76$662
ARK ETF TR (ARKG) 22,950 -8,220 $660
     ARKG22,950-8,220$660
VANGUARD INDEX FDS (VTV) 4,010 +297 $653
     VTV4,010+297$653
OTIS WORLDWIDE CORP 6,188 UNCH $614
     OTIS6,188UNCH$614
VANGUARD INDEX FDS (VUG) 1,781 +189 $613
     VUG1,781+189$613
M & T BK CORP 4,197 +7 $610
     MTB4,197+7$610
CHUBB LIMITED 2,349 +1,007 $609
     CB2,349+1,007$609
CROWDSTRIKE HLDGS INC 1,898 +103 $608
     CRWD1,898+103$608
BROADCOM INC 456 +16 $604
     AVGO456+16$604
MICROSTRATEGY INC 339 +339 $577
     MSTR339+339$577
INVESCO EXCHANGE TRADED FD T (PKW) 5,158 -728 $558
     PKW5,158-728$558
COMCAST CORP NEW 12,789 -305 $554
     CMCSA12,789-305$554
VALERO ENERGY CORP 3,233 -31 $552
     VLO3,233-31$552
UNION PAC CORP 2,136 +81 $525
     UNP2,136+81$525
SCHWAB STRATEGIC TR 8,280 +9 $514
     SCHX8,280+9$514
VANGUARD INDEX FDS (VB) 2,078 +15 $475
     VB2,078+15$475
SELECT SECTOR SPDR TR (XLF) 11,271 +4 $475
     XLF11,271+4$475
MARATHON PETE CORP 2,344 +33 $472
     MPC2,344+33$472
GILEAD SCIENCES INC 6,293 -394 $461
     GILD6,293-394$461
PROSHARES TR II (UCO) 13,378 -1,135 $441
     UCO13,378-1,135$441
SELECT SECTOR SPDR TR (XLB) 4,749 +16 $441
     XLB4,749+16$441
MICRON TECHNOLOGY INC 3,728 -302 $440
     MU3,728-302$440
SOFI TECHNOLOGIES INC 57,692 -3,086 $421
     SOFI57,692-3,086$421
COSTCO WHSL CORP NEW 569 -13 $417
     COST569-13$417
J P MORGAN EXCHANGE TRADED F (JEPQ) 7,652 +79 $415
     JEPQ7,652+79$415
DRAFTKINGS INC NEW 8,868 UNCH $403
     DKNG8,868UNCH$403
AMERICAN EXPRESS CO 1,762 -332 $401
     AXP1,762-332$401
SELECT SECTOR SPDR TR (XLK) 1,877 -79 $391
     XLK1,877-79$391
ISHARES TR (IWS) 2,997 -158 $376
     IWS2,997-158$376
DUKE ENERGY CORP NEW 3,792 -684 $367
     DUK3,792-684$367
ISHARES TR (ITA) 2,777 +132 $366
     ITA2,777+132$366
MGM RESORTS INTERNATIONAL 7,738 -339 $365
     MGM7,738-339$365
NASDAQ INC 5,772 UNCH $364
     NDAQ5,772UNCH$364
BROWN & BROWN INC 4,150 +150 $363
     BRO4,150+150$363
PIMCO ETF TR (LDUR) 3,822 +35 $363
     LDUR3,822+35$363
WEYERHAEUSER CO MTN BE 9,969 +66 $358
     WY9,969+66$358
THE CIGNA GROUP 979 -4 $356
     CI979-4$356
TRANE TECHNOLOGIES PLC 1,187 -72 $356
     TT1,187-72$356
UNUM GROUP 6,640 +37 $356
     UNM6,640+37$356
SELECT SECTOR SPDR TR (XLE) 3,728 -188 $352
     XLE3,728-188$352
WELLS FARGO CO NEW 6,063 +18 $351
     WFC6,063+18$351
VANGUARD SPECIALIZED FUNDS (VIG) 1,896 +151 $346
     VIG1,896+151$346
BARRICK GOLD CORP 20,170 -3,598 $336
     GOLD20,170-3,598$336
TORONTO DOMINION BK ONT 5,468 -757 $330
     TD5,468-757$330
ISHARES TR (HDV) 2,912 -407 $321
     HDV2,912-407$321
ISHARES TR (IMCG) 4,393 +258 $310
     IMCG4,393+258$310
TARGET CORP 1,723 -181 $305
     TGT1,723-181$305
VANGUARD BD INDEX FDS (BND) 4,176 -1,006 $303
     BND4,176-1,006$303
JANUS DETROIT STR TR 5,982 -2,167 $290
     VNLA5,982-2,167$290
GLOBAL X FDS 7,254 -237 $289
     PAVE7,254-237$289
DANAHER CORPORATION 1,133 +2 $283
     DHR1,133+2$283
SELECT SECTOR SPDR TR (XLC) 3,462 -1,088 $283
     XLC3,462-1,088$283
PROGRESSIVE CORP 1,346 -180 $278
     PGR1,346-180$278
ISHARES TR (IJS) 2,673 -896 $275
     IJS2,673-896$275
TRAVELERS COMPANIES INC 1,196 +1,196 $275
     TRV1,196+1,196$275
SHERWIN WILLIAMS CO 784 +128 $272
     SHW784+128$272
TEXAS INSTRS INC 1,556 +15 $271
     TXN1,556+15$271
STATE STR CORP 3,464 +31 $268
     STT3,464+31$268
VANGUARD CHARLOTTE FDS (BNDX) 5,410 -1,224 $266
     BNDX5,410-1,224$266
INVESCO EXCHANGE TRADED FD T (PJP) 3,319 -750 $266
     PJP3,319-750$266
WASTE MGMT INC DEL 1,240 +55 $264
     WM1,240+55$264
KIMBERLY CLARK CORP 2,011 -124 $260
     KMB2,011-124$260
AT&T INC 14,582 -138 $257
     T14,582-138$257
ISHARES TR (EFG) 2,457 -228 $255
     EFG2,457-228$255
ACCENTURE PLC IRELAND 707 -12 $245
     ACN707-12$245
CHARTER COMMUNICATIONS INC N 841 UNCH $244
     CHTR841UNCH$244
THERMO FISHER SCIENTIFIC INC 418 +418 $243
     TMO418+418$243
BP PLC 6,421 -2,220 $242
     BP6,421-2,220$242
CHENIERE ENERGY INC 1,489 +1 $240
     LNG1,489+1$240
DICKS SPORTING GOODS INC 1,059 +1,059 $238
     DKS1,059+1,059$238
AFLAC INC 2,744 -408 $236
     AFL2,744-408$236
ZETA GLOBAL HOLDINGS CORP 21,542 UNCH $235
     ZETA21,542UNCH$235
VANGUARD INDEX FDS (VBK) 871 -14 $227
     VBK871-14$227
SYSCO CORP 2,774 +8 $225
     SYY2,774+8$225
FIRST TR VALUE LINE DIVID IN (FVD) 5,252 -24 $222
     FVD5,252-24$222
SELECT SECTOR SPDR TR (XLI) 1,727 +1,727 $218
     XLI1,727+1,727$218
L3HARRIS TECHNOLOGIES INC 1,010 +5 $215
     LHX1,010+5$215
PROSHARES TR (BITO) 6,639 -3,561 $214
     BITO6,639+6,639$214
MEDTRONIC PLC 2,445 +2,445 $213
     MDT2,445+2,445$213
MARSH & MCLENNAN COS INC 1,019 +1,019 $210
     MMC1,019+1,019$210
AMERICAN CENTY ETF TR (AVUV) 2,217 +2,217 $208
     AVUV2,217+2,217$208
THE TRADE DESK INC 2,335 +2,335 $204
     TTD2,335+2,335$204
GENERAL MLS INC 2,876 -642 $201
     GIS2,876-642$201
FIRST TR EXCHANGE TRADED FD (SKYY) 2,100 +2,100 $201
     SKYY2,100+2,100$201
STERLING CHECK CORP 10,000 -41,637 $161
     STER10,000-41,637$161
ISHARES TR $0 (exited)
     AGG0-15,627$0
ISHARES TR $0 (exited)
     AOA0-3,594$0
INMODE LTD $0 (exited)
     INMD0-9,145$0
3M CO $0 (exited)
     MMM0-1,870$0
UNITED PARCEL SERVICE INC 0 -1,610 $0 (exited)
     UPS0-1,610$0

See Summary: Means Investment CO. Inc. Top Holdings
See Details: Top 10 Stocks Held By Means Investment CO. Inc.

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