- New Purchases: MINT, IVV, TD, SO, AXP, LMT, GIS, VIG, USMV, BDSI,
- Added Positions: FVD, PDI, AMZN, MRK, FDN, ABBV, XHE, ABT, IJR, AAPL, XBI, MSFT, XOM, JPM, GOOG, CRM, CAT, BRK.B, MPC, GS, V, BAC, NKE, COP, LRCX, CVX, MDLZ, NOC, MCD, IHI, VZ, BMY, MGK, NEE, IBM, INTC, JNJ, FB, PFE, MO, BA, GE, CSCO, PM, SGH, T, WMT, UNP, IBB, UNH, ORCL, IJS, IWS, EEM, UTX, DIS, CMCSA, PEP, HD, SMH, GOLD, MDT, GOOGL, MA, PSX, PG, TJX, DWDP, VB, BP, AFL, BLK,
- Reduced Positions: IXUS, NFLX, IEMG, AOA, DLS, GILD, AOM, ES, JAZZ, ET, SBUX, MU, LLY, PKW, IQ, KHC, F, KO, CELG, AMGN,
- Sold Out: NUE, WAB,
For the details of MEANS INVESTMENT CO., INC.'s stock buys and sells, go to https://www.gurufocus.com/guru/means+investment+co.%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of MEANS INVESTMENT CO., INC.- Apple Inc (AAPL) - 118,430 shares, 9.98% of the total portfolio. Shares added by 2.84%
- First Trust VL Dividend (FVD) - 491,509 shares, 7.08% of the total portfolio. Shares added by 12.69%
- Amazon.com Inc (AMZN) - 7,684 shares, 6.07% of the total portfolio. Shares added by 6.96%
- Microsoft Corp (MSFT) - 75,235 shares, 3.94% of the total portfolio. Shares added by 6.90%
- JPMorgan Chase & Co (JPM) - 60,613 shares, 2.72% of the total portfolio. Shares added by 8.46%
Means Investment Co., Inc. initiated holding in PIMCO Enhanced Short Maturity Active Exchange-Trad. The purchase prices were between $100.95 and $101.56, with an estimated average price of $101.29. The stock is now traded at around $101.49. The impact to a portfolio due to this purchase was 0.68%. The holding were 15,065 shares as of .
New Purchase: iShares Core S&P 500 (IVV)Means Investment Co., Inc. initiated holding in iShares Core S&P 500. The purchase prices were between $245.43 and $286.57, with an estimated average price of $273.1. The stock is now traded at around $292.14. The impact to a portfolio due to this purchase was 0.16%. The holding were 1,239 shares as of .
New Purchase: The Toronto-Dominion Bank (TD)Means Investment Co., Inc. initiated holding in The Toronto-Dominion Bank. The purchase prices were between $49.72 and $58.74, with an estimated average price of $55.2. The stock is now traded at around $56.50. The impact to a portfolio due to this purchase was 0.15%. The holding were 6,062 shares as of .
New Purchase: Southern Co (SO)Means Investment Co., Inc. initiated holding in Southern Co. The purchase prices were between $43.72 and $52.53, with an estimated average price of $48.9. The stock is now traded at around $52.39. The impact to a portfolio due to this purchase was 0.12%. The holding were 5,436 shares as of .
New Purchase: American Express Co (AXP)Means Investment Co., Inc. initiated holding in American Express Co. The purchase prices were between $93.43 and $113.55, with an estimated average price of $104.9. The stock is now traded at around $111.88. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,307 shares as of .
New Purchase: Lockheed Martin Corp (LMT)Means Investment Co., Inc. initiated holding in Lockheed Martin Corp. The purchase prices were between $258.08 and $309.47, with an estimated average price of $292.83. The stock is now traded at around $310.06. The impact to a portfolio due to this purchase was 0.1%. The holding were 729 shares as of .
Added: PIMCO Dynamic Income Fund (PDI)Means Investment Co., Inc. added to a holding in PIMCO Dynamic Income Fund by 30.30%. The purchase prices were between $29.18 and $32.5, with an estimated average price of $31.51. The stock is now traded at around $31.43. The impact to a portfolio due to this purchase was 0.41%. The holding were 123,884 shares as of .
Added: Merck & Co Inc (MRK)Means Investment Co., Inc. added to a holding in Merck & Co Inc by 51.11%. The purchase prices were between $72.92 and $83.17, with an estimated average price of $78.33. The stock is now traded at around $77.56. The impact to a portfolio due to this purchase was 0.39%. The holding were 31,018 shares as of .
Added: AbbVie Inc (ABBV)Means Investment Co., Inc. added to a holding in AbbVie Inc by 53.29%. The purchase prices were between $77.14 and $92.19, with an estimated average price of $82.08. The stock is now traded at around $80.21. The impact to a portfolio due to this purchase was 0.37%. The holding were 29,650 shares as of .
Added: SPDR S&P Health Care Equipment (XHE)Means Investment Co., Inc. added to a holding in SPDR S&P Health Care Equipment by 113.39%. The purchase prices were between $66.75 and $82.46, with an estimated average price of $77.04. The stock is now traded at around $77.56. The impact to a portfolio due to this purchase was 0.37%. The holding were 19,216 shares as of .
Added: First Trust DJ Internet Index Fund (FDN)Means Investment Co., Inc. added to a holding in First Trust DJ Internet Index Fund by 138.65%. The purchase prices were between $114.08 and $142.11, with an estimated average price of $132.96. The stock is now traded at around $143.72. The impact to a portfolio due to this purchase was 0.37%. The holding were 10,305 shares as of .
Added: Abbott Laboratories (ABT)Means Investment Co., Inc. added to a holding in Abbott Laboratories by 36.15%. The purchase prices were between $66.22 and $80.06, with an estimated average price of $74.34. The stock is now traded at around $76.38. The impact to a portfolio due to this purchase was 0.33%. The holding were 34,703 shares as of .
Sold Out: Nucor Corp (NUE)Means Investment Co., Inc. sold out a holding in Nucor Corp. The sale prices were between $51.3 and $62.1, with an estimated average price of $58.55.
Sold Out: Westinghouse Air Brake Technologies Corp (WAB)Means Investment Co., Inc. sold out a holding in Westinghouse Air Brake Technologies Corp. The sale prices were between $67.3 and $78.06, with an estimated average price of $72.15.
Reduced: iShares Core MSCI Total International Stock ETF (IXUS)Means Investment Co., Inc. reduced to a holding in iShares Core MSCI Total International Stock ETF by 28.63%. The sale prices were between $51.94 and $58.78, with an estimated average price of $56.44. The stock is now traded at around $59.78. The impact to a portfolio due to this sale was -0.58%. Means Investment Co., Inc. still held 49,276 shares as of .
Reduced: Netflix Inc (NFLX)Means Investment Co., Inc. reduced to a holding in Netflix Inc by 28.86%. The sale prices were between $267.66 and $377.87, with an estimated average price of $345.48. The stock is now traded at around $359.46. The impact to a portfolio due to this sale was -0.13%. Means Investment Co., Inc. still held 2,080 shares as of .
Reduced: iShares Core MSCI Emerging Markets (IEMG)Means Investment Co., Inc. reduced to a holding in iShares Core MSCI Emerging Markets by 28.19%. The sale prices were between $46.41 and $52.64, with an estimated average price of $50.58. The stock is now traded at around $53.56. The impact to a portfolio due to this sale was -0.12%. Means Investment Co., Inc. still held 11,645 shares as of .
Reduced: iShares Core Aggressive Allocation (AOA)Means Investment Co., Inc. reduced to a holding in iShares Core Aggressive Allocation by 20.14%. The sale prices were between $47.96 and $53.89, with an estimated average price of $51.79. The stock is now traded at around $54.50. The impact to a portfolio due to this sale was -0.07%. Means Investment Co., Inc. still held 9,607 shares as of .
Here is the complete portfolio of MEANS INVESTMENT CO., INC.. Also check out:
1. MEANS INVESTMENT CO., INC.'s Undervalued Stocks
2. MEANS INVESTMENT CO., INC.'s Top Growth Companies, and
3. MEANS INVESTMENT CO., INC.'s High Yield stocks
4. Stocks that MEANS INVESTMENT CO., INC. keeps buying