MEANS INVESTMENT CO., INC. Q1 2025 Filing
Filed April 21, 2025
Portfolio Value
$941.7M
Holdings
191
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (191 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 294,500 | $151.3M | 16.07% | |
| 2 | AAPLAPPLE INC | 321,481 | $71.4M | 7.58% | |
| 3 | VEUVANGUARD INTL EQUITY INDEX F | 1,135,655 | $68.9M | 7.32% | |
| 4 | XLGINVESCO EXCHANGE TRADED FD T | 1,267,671 | $58.3M | 6.20% | |
| 5 | MSFTMICROSOFT CORP | 100,224 | $37.6M | 4.00% | |
| 6 | AMZNAMAZON COM INC | 196,061 | $37.3M | 3.96% | |
| 7 | MGKVANGUARD WORLD FD | 110,147 | $34.0M | 3.61% | |
| 8 | AVUVAMERICAN CENTY ETF TR | 347,601 | $30.3M | 3.22% | |
| 9 | NVDANVIDIA CORPORATION | 269,908 | $29.3M | 3.11% | |
| 10 | XLRESELECT SECTOR SPDR TR | 586,531 | $24.5M | 2.61% | |
| 11 | IMCBISHARES TR | 302,927 | $22.4M | 2.38% | |
| 12 | MGVVANGUARD WORLD FD | 172,656 | $22.2M | 2.36% | |
| 13 | JBNDJ P MORGAN EXCHANGE TRADED F | 358,030 | $19.2M | 2.03% | |
| 14 | METAMETA PLATFORMS INC | 31,928 | $18.4M | 1.95% | |
| 15 | XLVSELECT SECTOR SPDR TR | 107,181 | $15.6M | 1.66% | |
| 16 | JPMJPMORGAN CHASE & CO. | 63,306 | $15.5M | 1.65% | |
| 17 | GOOGALPHABET INC | 94,823 | $14.8M | 1.57% | |
| 18 | BRK/BBERKSHIRE HATHAWAY INC DEL | 19,796 | $10.5M | 1.12% | |
| 19 | WRBBERKLEY W R CORP | 126,461 | $9.0M | 0.96% | |
| 20 | XLFSELECT SECTOR SPDR TR | 170,756 | $8.5M | 0.90% | |
| 21 | MDYSPDR S&P MIDCAP 400 ETF TR | 14,676 | $7.8M | 0.83% | |
| 22 | PLTRPALANTIR TECHNOLOGIES INC | 84,567 | $7.1M | 0.76% | |
| 23 | CVXCHEVRON CORP NEW | 41,885 | $7.0M | 0.74% | |
| 24 | IHIISHARES TR | 107,768 | $6.5M | 0.69% | |
| 25 | VVISA INC | 17,476 | $6.1M | 0.65% | |
| 26 | TSLATESLA INC | 23,089 | $6.0M | 0.64% | |
| 27 | VYMVANGUARD WHITEHALL FDS | 45,920 | $5.9M | 0.63% | |
| 28 | CRMSALESFORCE INC | 21,437 | $5.8M | 0.61% | |
| 29 | ABBVABBVIE INC | 26,832 | $5.6M | 0.60% | |
| 30 | BACBANK AMERICA CORP | 125,738 | $5.2M | 0.56% | |
| 31 | 4I1PHILIP MORRIS INTL INC | 32,145 | $5.1M | 0.54% | |
| 32 | ORCLORACLE CORP | 34,002 | $4.8M | 0.50% | |
| 33 | LRCXLAM RESEARCH CORP | 63,445 | $4.6M | 0.49% | |
| 34 | WMTWALMART INC | 51,866 | $4.6M | 0.48% | |
| 35 | XBISPDR SER TR | 52,666 | $4.3M | 0.45% | |
| 36 | PGPROCTER AND GAMBLE CO | 23,745 | $4.0M | 0.43% | |
| 37 | ABTABBOTT LABS | 30,162 | $4.0M | 0.42% | |
| 38 | SMHVANECK ETF TRUST | 18,866 | $4.0M | 0.42% | |
| 39 | LLYELI LILLY & CO | 4,827 | $4.0M | 0.42% | |
| 40 | JNJJOHNSON & JOHNSON | 23,956 | $4.0M | 0.42% | |
| 41 | XOMEXXON MOBIL CORP | 31,859 | $3.8M | 0.40% | |
| 42 | SCHWSCHWAB CHARLES CORP | 46,958 | $3.7M | 0.39% | |
| 43 | UNHUNITEDHEALTH GROUP INC | 6,316 | $3.3M | 0.35% | |
| 44 | UBERUBER TECHNOLOGIES INC | 44,113 | $3.2M | 0.34% | |
| 45 | JEPIJ P MORGAN EXCHANGE TRADED F | 56,043 | $3.2M | 0.34% | |
| 46 | GOOGLALPHABET INC | 20,672 | $3.2M | 0.34% | |
| 47 | MCDMCDONALDS CORP | 9,741 | $3.0M | 0.32% | |
| 48 | AVGOBROADCOM INC | 17,361 | $2.9M | 0.31% | |
| 49 | PDIPIMCO DYNAMIC INCOME FD | 143,219 | $2.8M | 0.30% | |
| 50 | GSGOLDMAN SACHS GROUP INC | 5,063 | $2.8M | 0.29% | |
| 51 | TJXTJX COS INC NEW | 21,852 | $2.7M | 0.28% | |
| 52 | MRKMERCK & CO INC | 29,375 | $2.6M | 0.28% | |
| 53 | BABAALIBABA GROUP HLDG LTD | 17,673 | $2.3M | 0.25% | |
| 54 | BXBLACKSTONE INC | 16,517 | $2.3M | 0.25% | |
| 55 | IJRISHARES TR | 20,328 | $2.1M | 0.23% | |
| 56 | RTXRTX CORPORATION | 14,725 | $1.9M | 0.21% | |
| 57 | SBUXSTARBUCKS CORP | 19,817 | $1.9M | 0.21% | |
| 58 | IBMINTERNATIONAL BUSINESS MACHS | 7,785 | $1.9M | 0.21% | |
| 59 | MAMASTERCARD INCORPORATED | 3,456 | $1.9M | 0.20% | |
| 60 | SPYSPDR S&P 500 ETF TR | 3,311 | $1.9M | 0.20% | |
| 61 | CACCAMDEN NATL CORP | 44,818 | $1.8M | 0.19% | |
| 62 | PEPPEPSICO INC | 12,040 | $1.8M | 0.19% | |
| 63 | HDHOME DEPOT INC | 4,648 | $1.7M | 0.18% | |
| 64 | MOALTRIA GROUP INC | 27,153 | $1.6M | 0.17% | |
| 65 | NOWSERVICENOW INC | 1,988 | $1.6M | 0.17% | |
| 66 | BMYBRISTOL-MYERS SQUIBB CO | 25,305 | $1.5M | 0.16% | |
| 67 | MDLZMONDELEZ INTL INC | 22,485 | $1.5M | 0.16% | |
| 68 | DISDISNEY WALT CO | 15,126 | $1.5M | 0.16% | |
| 69 | NEENEXTERA ENERGY INC | 20,269 | $1.4M | 0.15% | |
| 70 | MTBM & T BK CORP | 7,800 | $1.4M | 0.15% | |
| 71 | EMXCISHARES INC | 24,770 | $1.4M | 0.14% | |
| 72 | SHOPSHOPIFY INC | 14,203 | $1.4M | 0.14% | |
| 73 | CRWDCROWDSTRIKE HLDGS INC | 3,760 | $1.3M | 0.14% | |
| 74 | CSCOCISCO SYS INC | 21,349 | $1.3M | 0.14% | |
| 75 | DEDEERE & CO | 2,788 | $1.3M | 0.14% | |
| 76 | IVVISHARES TR | 2,237 | $1.3M | 0.13% | |
| 77 | KOCOCA COLA CO | 17,384 | $1.2M | 0.13% | |
| 78 | NFLXNETFLIX INC | 1,332 | $1.2M | 0.13% | |
| 79 | NOCNORTHROP GRUMMAN CORP | 2,339 | $1.2M | 0.13% | |
| 80 | IBBISHARES TR | 9,323 | $1.2M | 0.13% | |
| 81 | BLKBLACKROCK INC | 1,257 | $1.2M | 0.13% | |
| 82 | NUENUCOR CORP | 9,444 | $1.1M | 0.12% | |
| 83 | HIMSHIMS & HERS HEALTH INC | 37,829 | $1.1M | 0.12% | |
| 84 | NVONOVO-NORDISK A S | 16,016 | $1.1M | 0.12% | |
| 85 | ADBEADOBE INC | 2,651 | $1.0M | 0.11% | |
| 86 | VTVANGUARD INTL EQUITY INDEX F | 8,602 | $997K | 0.11% | |
| 87 | PANWPALO ALTO NETWORKS INC | 5,810 | $991K | 0.11% | |
| 88 | PFEPFIZER INC | 37,066 | $939K | 0.10% | |
| 89 | NDQINVESCO QQQ TR | 1,976 | $926K | 0.10% | |
| 90 | XHBSPDR SER TR | 9,523 | $922K | 0.10% | |
| 91 | MIGAMICROSTRATEGY INC | 3,178 | $916K | 0.10% | |
| 92 | SOSOUTHERN CO | 9,852 | $905K | 0.10% | |
| 93 | IDXXIDEXX LABS INC | 2,121 | $890K | 0.09% | |
| 94 | QCOMQUALCOMM INC | 5,662 | $869K | 0.09% | |
| 95 | ETNEATON CORP PLC | 3,134 | $851K | 0.09% | |
| 96 | BACVERIZON COMMUNICATIONS INC | 18,209 | $825K | 0.09% | |
| 97 | PRUPRUDENTIAL FINL INC | 7,166 | $800K | 0.08% | |
| 98 | CARRCARRIER GLOBAL CORPORATION | 12,617 | $799K | 0.08% | |
| 99 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $798K | 0.08% | |
| 100 | NVSNNOVARTIS AG | 7,066 | $787K | 0.08% |
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