MEANS INVESTMENT CO., INC. Q2 2025 Filing
Filed July 25, 2025
Portfolio Value
$1.1T
Holdings
190
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (190 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 303,973 | $172.7B | 16.36% | |
| 2 | VEUVANGUARD INTL EQUITY INDEX F | 1,166,389 | $78.4B | 7.43% | |
| 3 | XLGINVESCO EXCHANGE TRADED FD T | 1,360,928 | $70.9B | 6.72% | |
| 4 | AAPLAPPLE INC | 320,092 | $65.7B | 6.22% | |
| 5 | MSFTMICROSOFT CORP | 100,649 | $50.1B | 4.74% | |
| 6 | NVDANVIDIA CORPORATION | 274,952 | $43.4B | 4.12% | |
| 7 | AMZNAMAZON COM INC | 195,247 | $42.8B | 4.06% | |
| 8 | MGKVANGUARD WORLD FD | 106,000 | $38.8B | 3.68% | |
| 9 | AVUVAMERICAN CENTY ETF TR | 360,258 | $32.8B | 3.11% | |
| 10 | IMCBISHARES TR | 319,053 | $25.4B | 2.41% | |
| 11 | XLRESELECT SECTOR SPDR TR | 605,108 | $25.1B | 2.37% | |
| 12 | METAMETA PLATFORMS INC | 31,473 | $23.2B | 2.20% | |
| 13 | MGVVANGUARD WORLD FD | 163,407 | $21.4B | 2.03% | |
| 14 | JBNDJ P MORGAN EXCHANGE TRADED F | 364,117 | $19.5B | 1.85% | |
| 15 | XLVSELECT SECTOR SPDR TR | 142,552 | $19.2B | 1.82% | |
| 16 | JPMJPMORGAN CHASE & CO. | 64,023 | $18.6B | 1.76% | |
| 17 | GOOGALPHABET INC | 94,418 | $16.7B | 1.59% | |
| 18 | PLTRPALANTIR TECHNOLOGIES INC | 87,877 | $12.0B | 1.13% | |
| 19 | BRK/BBERKSHIRE HATHAWAY INC DEL | 20,165 | $9.8B | 0.93% | |
| 20 | XLFSELECT SECTOR SPDR TR | 181,043 | $9.5B | 0.90% | |
| 21 | WRBBERKLEY W R CORP | 126,462 | $9.3B | 0.88% | |
| 22 | TSLATESLA INC | 26,452 | $8.4B | 0.80% | |
| 23 | MDYSPDR S&P MIDCAP 400 ETF TR | 14,409 | $8.2B | 0.77% | |
| 24 | ORCLORACLE CORP | 33,743 | $7.4B | 0.70% | |
| 25 | IHIISHARES TR | 102,431 | $6.4B | 0.61% | |
| 26 | CVXCHEVRON CORP NEW | 43,747 | $6.3B | 0.59% | |
| 27 | VVISA INC | 17,363 | $6.2B | 0.58% | |
| 28 | LRCXLAM RESEARCH CORP | 61,392 | $6.0B | 0.57% | |
| 29 | VYMVANGUARD WHITEHALL FDS | 43,957 | $5.9B | 0.56% | |
| 30 | 4I1PHILIP MORRIS INTL INC | 31,948 | $5.8B | 0.55% | |
| 31 | BACBANK AMERICA CORP | 122,908 | $5.8B | 0.55% | |
| 32 | AVGOBROADCOM INC | 20,555 | $5.7B | 0.54% | |
| 33 | CRMSALESFORCE INC | 20,705 | $5.6B | 0.53% | |
| 34 | WMTWALMART INC | 51,899 | $5.1B | 0.48% | |
| 35 | ABBVABBVIE INC | 26,851 | $5.0B | 0.47% | |
| 36 | SMHVANECK ETF TRUST | 16,727 | $4.7B | 0.44% | |
| 37 | PGPROCTER AND GAMBLE CO | 27,484 | $4.4B | 0.41% | |
| 38 | UBERUBER TECHNOLOGIES INC | 43,940 | $4.1B | 0.39% | |
| 39 | SCHWSCHWAB CHARLES CORP | 44,874 | $4.1B | 0.39% | |
| 40 | ABTABBOTT LABS | 29,962 | $4.1B | 0.39% | |
| 41 | LLYELI LILLY & CO | 5,021 | $3.9B | 0.37% | |
| 42 | GOOGLALPHABET INC | 20,300 | $3.6B | 0.34% | |
| 43 | JNJJOHNSON & JOHNSON | 23,361 | $3.6B | 0.34% | |
| 44 | GSGOLDMAN SACHS GROUP INC | 4,989 | $3.5B | 0.33% | |
| 45 | XOMEXXON MOBIL CORP | 31,733 | $3.4B | 0.32% | |
| 46 | OEFISHARES TR | 9,918 | $3.0B | 0.29% | |
| 47 | JEPIJ P MORGAN EXCHANGE TRADED F | 50,284 | $2.9B | 0.27% | |
| 48 | MCDMCDONALDS CORP | 9,640 | $2.8B | 0.27% | |
| 49 | PDIPIMCO DYNAMIC INCOME FD | 143,601 | $2.7B | 0.26% | |
| 50 | TJXTJX COS INC NEW | 21,507 | $2.7B | 0.25% | |
| 51 | BXBLACKSTONE INC | 16,594 | $2.5B | 0.24% | |
| 52 | IBMINTERNATIONAL BUSINESS MACHS | 8,336 | $2.5B | 0.23% | |
| 53 | MRKMERCK & CO INC | 29,396 | $2.3B | 0.22% | |
| 54 | RTXRTX CORPORATION | 14,559 | $2.1B | 0.20% | |
| 55 | IJRISHARES TR | 19,210 | $2.1B | 0.20% | |
| 56 | SPYSPDR S&P 500 ETF TR | 3,311 | $2.0B | 0.19% | |
| 57 | NOWSERVICENOW INC | 1,988 | $2.0B | 0.19% | |
| 58 | MAMASTERCARD INCORPORATED | 3,612 | $2.0B | 0.19% | |
| 59 | BABAALIBABA GROUP HLDG LTD | 16,930 | $1.9B | 0.18% | |
| 60 | CRWDCROWDSTRIKE HLDGS INC | 3,730 | $1.9B | 0.18% | |
| 61 | NFLXNETFLIX INC | 1,410 | $1.9B | 0.18% | |
| 62 | SBUXSTARBUCKS CORP | 19,810 | $1.8B | 0.17% | |
| 63 | CACCAMDEN NATL CORP | 44,434 | $1.8B | 0.17% | |
| 64 | HDHOME DEPOT INC | 4,676 | $1.7B | 0.16% | |
| 65 | HIMSHIMS & HERS HEALTH INC | 33,958 | $1.7B | 0.16% | |
| 66 | DISDISNEY WALT CO | 13,251 | $1.6B | 0.16% | |
| 67 | SHOPSHOPIFY INC | 13,936 | $1.6B | 0.15% | |
| 68 | MOALTRIA GROUP INC | 26,958 | $1.6B | 0.15% | |
| 69 | ADXADAMS DIVERSIFIED EQUITY FD | 71,425 | $1.6B | 0.15% | |
| 70 | PEPPEPSICO INC | 11,590 | $1.5B | 0.14% | |
| 71 | MTBM & T BK CORP | 7,807 | $1.5B | 0.14% | |
| 72 | CSCOCISCO SYS INC | 21,065 | $1.5B | 0.14% | |
| 73 | NDQINVESCO QQQ TR | 32,624 | $1.5B | 0.14% | Call |
| 74 | IVVISHARES TR | 2,292 | $1.4B | 0.13% | |
| 75 | MDLZMONDELEZ INTL INC | 20,920 | $1.4B | 0.13% | |
| 76 | NEENEXTERA ENERGY INC | 19,891 | $1.4B | 0.13% | |
| 77 | EMXCISHARES INC | 21,828 | $1.4B | 0.13% | |
| 78 | DEDEERE & CO | 2,675 | $1.4B | 0.13% | |
| 79 | UNHUNITEDHEALTH GROUP INC | 4,321 | $1.3B | 0.13% | |
| 80 | MIGAMICROSTRATEGY INC | 3,190 | $1.3B | 0.12% | |
| 81 | NUENUCOR CORP | 9,646 | $1.2B | 0.12% | |
| 82 | KOCOCA COLA CO | 17,370 | $1.2B | 0.12% | |
| 83 | BLKBLACKROCK INC | 1,129 | $1.2B | 0.11% | |
| 84 | PANWPALO ALTO NETWORKS INC | 5,740 | $1.2B | 0.11% | |
| 85 | ETNEATON CORP PLC | 3,164 | $1.1B | 0.11% | |
| 86 | IDXXIDEXX LABS INC | 2,080 | $1.1B | 0.11% | |
| 87 | NOCNORTHROP GRUMMAN CORP | 2,207 | $1.1B | 0.10% | |
| 88 | BMYBRISTOL-MYERS SQUIBB CO | 22,596 | $1.0B | 0.10% | |
| 89 | VTVANGUARD INTL EQUITY INDEX F | 8,030 | $1.0B | 0.10% | |
| 90 | ADBEADOBE INC | 2,620 | $1.0B | 0.10% | |
| 91 | SOFISOFI TECHNOLOGIES INC | 54,138 | $985.9M | 0.09% | |
| 92 | XHBSPDR SERIES TRUST | 9,456 | $932.0M | 0.09% | |
| 93 | CARRCARRIER GLOBAL CORPORATION | 12,617 | $923.4M | 0.09% | |
| 94 | SOSOUTHERN CO | 9,878 | $907.1M | 0.09% | |
| 95 | QCOMQUALCOMM INC | 5,644 | $898.9M | 0.09% | |
| 96 | SNOWSNOWFLAKE INC | 4,012 | $897.8M | 0.09% | |
| 97 | CATCATERPILLAR INC | 2,271 | $881.7M | 0.08% | |
| 98 | BACVERIZON COMMUNICATIONS INC | 19,973 | $864.2M | 0.08% | |
| 99 | NVSNNOVARTIS AG | 7,112 | $860.6M | 0.08% | |
| 100 | IBBISHARES TR | 6,583 | $832.8M | 0.08% |
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