- New Purchases: SNOW, EFG, PINS, CRWD, ARWR, ROKU, QCOM, DHR, TGT, SQ, VBK,
- Added Positions: MSFT, BABA, AMZN, ARKG, NEE, MGK, ADBE, IHI, IPAY, MCD, DIS, JNJ, INTC, JPM, XBI, PG, FB, PRU, CRM, KO, IJR, BLK, GOOG, PEP, CVX, NOC, V, LRCX, NKE, CSCO, DOCU, VZ, WMT, JBLU, NOW, NVDA, UNH, MDLZ, ORCL, IBM, ABT, VNLA, BHB, IJS, AOM, MDT, STAG, GOOGL, NFLX, IBB, LOW, SBUX, MINT, MA, ZM, LMT, AMGN, UPS,
- Reduced Positions: AAPL, PDI, PFE, IXUS, BRK.B, BP, FMB, T, UCO, WBA, HD, GS, MO, BAC, BMY, XHE, IVV, FDN, EES, SGH, GILD, F, NUE, XOM, MU, ES, GIS, MMM, SMH, QQQ, PJP, DXCM, EEM, PYPL, PBCT, PSX, JAZZ, CMCSA, TD, SO,
- Sold Out: VLO, STT, ZBRA, AFL, TOTL,
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) - 433,272 shares, 14.13% of the total portfolio. Shares reduced by 1.54%
- VANGUARD WORLD FD (MGK) - 202,729 shares, 10.87% of the total portfolio. Shares added by 2.66%
- Amazon.com Inc (AMZN) - 9,860 shares, 8.97% of the total portfolio. Shares added by 7.40%
- Microsoft Corp (MSFT) - 100,980 shares, 6.21% of the total portfolio. Shares added by 26.94%
- Facebook Inc (FB) - 32,704 shares, 2.64% of the total portfolio. Shares added by 4.18%
Means Investment Co., Inc. initiated holding in Snowflake Inc. The purchase prices were between $217.39 and $259.13, with an estimated average price of $238.1. The stock is now traded at around $233.10. The impact to a portfolio due to this purchase was 0.15%. The holding were 2,049 shares as of .
New Purchase: ISHARES TRUST (EFG)Means Investment Co., Inc. initiated holding in ISHARES TRUST. The purchase prices were between $83.58 and $91.81, with an estimated average price of $88.62. The stock is now traded at around $94.48. The impact to a portfolio due to this purchase was 0.11%. The holding were 4,372 shares as of .
New Purchase: CrowdStrike Holdings Inc (CRWD)Means Investment Co., Inc. initiated holding in CrowdStrike Holdings Inc. The purchase prices were between $97 and $143.69, with an estimated average price of $116.52. The stock is now traded at around $124.19. The impact to a portfolio due to this purchase was 0.1%. The holding were 2,465 shares as of .
New Purchase: Pinterest Inc (PINS)Means Investment Co., Inc. initiated holding in Pinterest Inc. The purchase prices were between $23.28 and $41.51, with an estimated average price of $32.5. The stock is now traded at around $55.16. The impact to a portfolio due to this purchase was 0.1%. The holding were 5,447 shares as of .
New Purchase: Arrowhead Pharmaceuticals Inc (ARWR)Means Investment Co., Inc. initiated holding in Arrowhead Pharmaceuticals Inc. The purchase prices were between $33.21 and $51.27, with an estimated average price of $43.06. The stock is now traded at around $68.70. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,280 shares as of .
New Purchase: Roku Inc (ROKU)Means Investment Co., Inc. initiated holding in Roku Inc. The purchase prices were between $128.39 and $193.79, with an estimated average price of $157.7. The stock is now traded at around $213.94. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,195 shares as of .
Added: Microsoft Corp (MSFT)Means Investment Co., Inc. added to a holding in Microsoft Corp by 26.94%. The purchase prices were between $200.39 and $231.65, with an estimated average price of $210.04. The stock is now traded at around $210.16. The impact to a portfolio due to this purchase was 1.32%. The holding were 100,980 shares as of .
Added: Alibaba Group Holding Ltd (BABA)Means Investment Co., Inc. added to a holding in Alibaba Group Holding Ltd by 68.34%. The purchase prices were between $215.95 and $298, with an estimated average price of $263.14. The stock is now traded at around $266.23. The impact to a portfolio due to this purchase was 0.86%. The holding were 25,621 shares as of .
Added: ARK ETF TR (ARKG)Means Investment Co., Inc. added to a holding in ARK ETF TR by 84.38%. The purchase prices were between $53.19 and $64.24, with an estimated average price of $58.6. The stock is now traded at around $69.39. The impact to a portfolio due to this purchase was 0.39%. The holding were 43,087 shares as of .
Added: NextEra Energy Inc (NEE)Means Investment Co., Inc. added to a holding in NextEra Energy Inc by 300.57%. The purchase prices were between $61.57 and $73.93, with an estimated average price of $68.93. The stock is now traded at around $75.83. The impact to a portfolio due to this purchase was 0.34%. The holding were 87,020 shares as of .
Added: Adobe Inc (ADBE)Means Investment Co., Inc. added to a holding in Adobe Inc by 323.23%. The purchase prices were between $426.29 and $533.8, with an estimated average price of $465.25. The stock is now traded at around $450.64. The impact to a portfolio due to this purchase was 0.27%. The holding were 2,624 shares as of .
Added: McDonald's Corp (MCD)Means Investment Co., Inc. added to a holding in McDonald's Corp by 31.52%. The purchase prices were between $183.52 and $224.81, with an estimated average price of $205.07. The stock is now traded at around $213.43. The impact to a portfolio due to this purchase was 0.21%. The holding were 14,582 shares as of .
Sold Out: Valero Energy Corp (VLO)Means Investment Co., Inc. sold out a holding in Valero Energy Corp. The sale prices were between $43.32 and $59.69, with an estimated average price of $52.42.
Sold Out: Zebra Technologies Corp (ZBRA)Means Investment Co., Inc. sold out a holding in Zebra Technologies Corp. The sale prices were between $248.73 and $294.36, with an estimated average price of $268.82.
Sold Out: State Street Corporation (STT)Means Investment Co., Inc. sold out a holding in State Street Corporation. The sale prices were between $57.68 and $71.18, with an estimated average price of $64.95.
Sold Out: SSGA ACTIVE ETF TR (TOTL)Means Investment Co., Inc. sold out a holding in SSGA ACTIVE ETF TR. The sale prices were between $49.21 and $49.89, with an estimated average price of $49.57.
Sold Out: Aflac Inc (AFL)Means Investment Co., Inc. sold out a holding in Aflac Inc. The sale prices were between $33.97 and $38.07, with an estimated average price of $36.42.
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