MEANS INVESTMENT CO., INC. Q2 2020 Filing

Filed August 13, 2020

Portfolio Value

$319.1M

Holdings

142

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (142 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
110,115$48.1M15.09%Call
2
MGKVANGUARD WORLD FD
197,477$35.0M10.95%
3
AMZNAMAZON COM INC
9,181$28.3M8.86%
4
MSFTMICROSOFT CORP
79,548$16.2M5.07%
5
METAFACEBOOK INC
31,393$8.0M2.52%
6
XBISPDR SER TR
70,170$7.7M2.40%
7
JPMJPMORGAN CHASE & CO
66,815$6.9M2.17%
8
IJRISHARES TR
87,886$6.7M2.08%
9
GOOGALPHABET INC
3,539$5.2M1.64%
10
IHIISHARES TR
18,030$5.2M1.63%
11
BACBK OF AMERICA CORP
187,266$5.0M1.58%
12
CRMSALESFORCE COM INC
25,510$4.9M1.53%
13
CVXCHEVRON CORP NEW
48,692$4.4M1.37%
14
BABAALIBABA GROUP HLDG LTD
15,220$3.8M1.18%
15
DISDISNEY WALT CO
27,779$3.6M1.14%
16
LRCXEURLAM RESEARCH CORP
9,582$3.5M1.11%
17
BMYBRISTOL-MYERS SQUIBB CO
55,354$3.5M1.09%
18
JNJJOHNSON & JOHNSON
23,605$3.5M1.09%
19
4I1PHILIP MORRIS INTL INC
43,827$3.5M1.08%
20
ABTABBOTT LABS
40,959$3.4M1.07%Call
21
PDIPIMCO DYNAMIC INCOME FD
134,551$3.4M1.06%
22
PGPROCTER AND GAMBLE CO
22,859$3.0M0.95%
23
BRK/BBERKSHIRE HATHAWAY INC DEL
14,174$3.0M0.94%
24
NKENIKE INC
28,408$3.0M0.94%
25
MRKMERCK & CO. INC
36,447$2.9M0.92%
26
TAT&T INC
95,206$2.9M0.90%
27
VVISA INC
14,285$2.8M0.89%
28
MINTPIMCO ETF TR
26,132$2.7M0.83%
29
ABBVABBVIE INC
28,649$2.7M0.83%
30
BACVERIZON COMMUNICATIONS INC
44,079$2.6M0.81%
31
INTCINTEL CORP
49,932$2.4M0.75%Call
32
MDLZMONDELEZ INTL INC
42,069$2.3M0.73%
33
SBUXSTARBUCKS CORP
29,070$2.3M0.72%
34
MCDMCDONALDS CORP
11,087$2.3M0.71%
35
WBAWALGREENS BOOTS ALLIANCE INC
51,965$2.2M0.68%
36
FDNFIRST TR NASDAQ-100 TECH IND
11,614$2.1M0.65%
37
WMTWALMART INC
16,040$2.1M0.65%
38
IDXXIDEXX LABS INC
5,526$2.1M0.65%
39
XHESPDR SER TR
21,578$2.0M0.64%
40
MOALTRIA GROUP INC
46,471$2.0M0.63%
41
GSGOLDMAN SACHS GROUP INC
9,221$1.9M0.61%
42
ORCLORACLE CORP
37,635$1.9M0.60%Call
43
SPYSPDR S&P 500 ETF TR
5,311$1.8M0.55%
44
CSCOCISCO SYS INC
35,534$1.7M0.53%
45
IXUSISHARES TR
28,349$1.7M0.52%
46
PFEPFIZER INC
40,201$1.5M0.48%
47
NEENEXTERA ENERGY INC
5,431$1.5M0.47%
48
WRBBERKLEY W R CORP
23,442$1.5M0.47%
49
TJXTJX COS INC NEW
25,671$1.5M0.46%
50
NOCNORTHROP GRUMMAN CORP
4,302$1.5M0.46%
51
FMBFIRST TR EXCH TRADED FD III
24,287$1.4M0.43%
52
BHBBAR HBR BANKSHARES
61,913$1.3M0.42%
53
ARKGARK ETF TR
23,369$1.3M0.41%
54
CACCAMDEN NATL CORP
36,950$1.3M0.40%
55
HDHOME DEPOT INC
4,910$1.3M0.40%Call
56
XOMEXXON MOBIL CORP
26,996$1.2M0.38%
57
PEPPEPSICO INC
8,719$1.2M0.37%
58
VNLAJANUS DETROIT STR TR
22,975$1.2M0.36%
59
BXBLACKSTONE GROUP INC
21,389$1.1M0.35%
60
ABXBARRICK GOLD CORPORATION
39,153$1.0M0.32%
61
UNHUNITEDHEALTH GROUP INC
3,212$1.0M0.32%
62
MDTMEDTRONIC PLC
10,046$1.0M0.32%
63
RTXRAYTHEON TECHNOLOGIES CORP
14,428$927K0.29%
64
GOOGLALPHABET INC
597$884K0.28%
65
IBMINTERNATIONAL BUSINESS MACHS
6,549$830K0.26%
66
NOWSERVICENOW INC
1,924$811K0.25%
67
NVSNNOVARTIS AG
8,185$675K0.21%
68
BLKCHFBLACKROCK INC
1,135$666K0.21%
69
NFLXNETFLIX INC
1,412$659K0.21%
70
CMCSACOMCAST CORP NEW
15,045$647K0.20%
71
PRUPRUDENTIAL FINL INC
9,065$641K0.20%
72
BRK-BBERKSHIRE HATHAWAY INC DEL
2$639K0.20%
73
LOWLOWES COS INC
4,083$628K0.20%
74
PENGSMART GLOBAL HLDGS INC
22,303$617K0.19%
75
EESWISDOMTREE TR
18,554$591K0.19%
76
GILDGILEAD SCIENCES INC
8,560$583K0.18%
77
AOAISHARES TR
9,462$548K0.17%
78
IVVISHARES TR
1,626$543K0.17%
79
ETF MANAGERS TR
9,989$539K0.17%
80
SMHVANECK VECTORS ETF TR
3,167$530K0.17%
81
BPBP PLC
21,692$516K0.16%
82
KOCOCA COLA CO
10,752$515K0.16%
83
CHTRCHARTER COMMUNICATIONS INC N
841$497K0.16%
84
SKYYFIRST TR EXCHANGE TRADED FD
6,544$490K0.15%
85
NVDANVIDIA CORPORATION
1,214$488K0.15%Call
86
IBBISHARES TR
7,820$483K0.15%Call
87
NUENUCOR CORP
10,624$482K0.15%
88
MAMASTERCARD INCORPORATED
1,455$478K0.15%
89
AMGNAMGEN INC
2,015$473K0.15%
90
DOCUDOCUSIGN INC
2,416$463K0.15%
91
AOMISHARES TR
10,365$426K0.13%
92
OTISOTIS WORLDWIDE CORP
6,540$421K0.13%
93
UNPUNION PAC CORP
2,182$415K0.13%
94
PKWINVESCO EXCHANGE TRADED FD T
6,623$411K0.13%
95
PYPLPAYPAL HLDGS INC
2,169$410K0.13%
96
SCHXSCHWAB STRATEGIC TR
5,000$400K0.13%
97
CARRCARRIER GLOBAL CORPORATION
13,097$386K0.12%
98
SOSOUTHERN CO
6,592$357K0.11%
99
KMBKIMBERLY CLARK CORP
2,233$348K0.11%
100
LLYLILLY ELI & CO
2,306$347K0.11%
Page 1 of 2Next