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 | $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 | $2,553 |
See Full List: All Stocks Held By Means Investment CO. Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Means Investment CO. Inc.
Size ($ 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 |