MEANS INVESTMENT CO., INC. Q4 2020 Filing

Filed February 12, 2021

Portfolio Value

$438.6M

Holdings

175

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (175 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
452,436$61.0M13.90%Call
2
MGKVANGUARD WORLD FD
206,512$44.2M10.08%
3
AMZNAMAZON COM INC
10,239$33.4M7.61%
4
MSFTMICROSOFT CORP
103,547$25.3M5.76%Call
5
XBISPDR SER TR
78,945$13.1M2.98%
6
IJRISHARES TR
98,816$10.5M2.40%
7
JPMJPMORGAN CHASE & CO
75,131$10.5M2.39%
8
METAFACEBOOK INC
34,113$9.2M2.10%
9
IHIISHARES TR
25,286$8.8M2.00%
10
GOOGALPHABET INC
3,930$8.2M1.88%
11
BABAALIBABA GROUP HLDG LTD
31,349$8.1M1.85%Call
12
CRMSALESFORCE COM INC
30,464$7.3M1.68%
13
DISDISNEY WALT CO
36,456$7.0M1.59%
14
ARKGARK ETF TR
56,815$6.3M1.44%
15
LRCXEURLAM RESEARCH CORP
10,929$6.3M1.43%
16
BACBK OF AMERICA CORP
180,358$5.9M1.35%
17
CVXCHEVRON CORP NEW
53,502$4.9M1.12%
18
JNJJOHNSON & JOHNSON
28,976$4.8M1.10%
19
NKENIKE INC
33,689$4.8M1.09%Call
20
ABTABBOTT LABS
35,122$4.5M1.02%
21
VVISA INC
17,352$3.7M0.83%
22
4I1PHILIP MORRIS INTL INC
41,098$3.5M0.80%
23
BRK/BBERKSHIRE HATHAWAY INC DEL
13,859$3.3M0.76%
24
PGPROCTER AND GAMBLE CO
25,888$3.3M0.76%
25
ETF MANAGERS TR
46,114$3.3M0.75%
26
BMYBRISTOL-MYERS SQUIBB CO
54,531$3.3M0.75%
27
SBUXSTARBUCKS CORP
34,460$3.2M0.74%Call
28
ABBVABBVIE INC
29,519$3.1M0.70%
29
BACVERIZON COMMUNICATIONS INC
53,129$2.9M0.66%
30
MCDMCDONALDS CORP
13,483$2.9M0.66%
31
INTCINTEL CORP
46,471$2.8M0.64%
32
IDXXIDEXX LABS INC
5,254$2.8M0.63%
33
PDIPIMCO DYNAMIC INCOME FD
104,098$2.8M0.63%
34
FDNFIRST TR EXCHANGE-TRADED FD
11,458$2.8M0.63%
35
MRKMERCK & CO. INC
36,546$2.7M0.62%
36
GSGOLDMAN SACHS GROUP INC
8,929$2.7M0.62%
37
XHESPDR SER TR
21,100$2.7M0.62%
38
MINTPIMCO ETF TR
26,413$2.7M0.61%
39
WMTWALMART INC
18,094$2.6M0.59%
40
MDLZMONDELEZ INTL INC
45,426$2.5M0.58%
41
WBAWALGREENS BOOTS ALLIANCE INC
50,316$2.5M0.57%
42
SPYSPDR S&P 500 ETF TR
5,978$2.3M0.53%
43
ORCLORACLE CORP
37,141$2.3M0.53%
44
TAT&T INC
80,744$2.3M0.53%
45
CSCOCISCO SYS INC
46,542$2.2M0.50%
46
NOCNORTHROP GRUMMAN CORP
6,319$1.9M0.43%
47
MOALTRIA GROUP INC
43,571$1.9M0.43%
48
IXUSISHARES TR
25,776$1.8M0.42%
49
NEENEXTERA ENERGY INC
21,756$1.8M0.42%
50
TJXTJX COS INC NEW
25,885$1.8M0.41%
51
BXBLACKSTONE GROUP INC
24,761$1.8M0.40%
52
BHBBAR HBR BANKSHARES
70,315$1.7M0.39%
53
WRBBERKLEY W R CORP
23,442$1.6M0.37%
54
PEPPEPSICO INC
11,310$1.5M0.35%
55
SNOWSNOWFLAKE INC
5,052$1.5M0.34%
56
NOWSERVICENOW INC
2,430$1.4M0.33%
57
BLKCHFBLACKROCK INC
1,965$1.4M0.32%
58
CACCAMDEN NATL CORP
35,733$1.4M0.32%
59
GOOGLALPHABET INC
667$1.4M0.32%
60
FMBFIRST TR EXCH TRADED FD III
24,146$1.4M0.32%
61
MDTMEDTRONIC PLC
11,474$1.4M0.31%
62
ADBEADOBE SYSTEMS INCORPORATED
2,741$1.4M0.31%
63
PFEPFIZER INC
39,111$1.3M0.31%
64
UNHUNITEDHEALTH GROUP INC
3,950$1.3M0.30%
65
PRUPRUDENTIAL FINL INC
16,085$1.3M0.30%
66
HDHOME DEPOT INC
4,631$1.3M0.29%
67
XOMEXXON MOBIL CORP
25,118$1.3M0.29%
68
VNLAJANUS DETROIT STR TR
21,708$1.1M0.25%
69
NVDANVIDIA CORPORATION
1,764$1.1M0.25%
70
RTXRAYTHEON TECHNOLOGIES CORP
14,414$1.0M0.24%
71
PENGSMART GLOBAL HLDGS INC
20,999$955K0.22%
72
DOCUDOCUSIGN INC
3,668$940K0.21%
73
ABXBARRICK GOLD CORP
41,263$916K0.21%
74
IBMINTERNATIONAL BUSINESS MACHS
7,449$901K0.21%
75
KOCOCA COLA CO
30,324$871K0.20%Call
76
ARKQARK ETF TR
8,615$850K0.19%
77
ARKFARK ETF TR
13,450$833K0.19%
78
EESWISDOMTREE TR
18,334$820K0.19%
79
NFLXNETFLIX INC
1,453$810K0.18%
80
IBBISHARES TR
4,746$806K0.18%
81
CMCSACOMCAST CORP NEW
14,976$797K0.18%
82
JBLUJETBLUE AWYS CORP
48,926$796K0.18%Call
83
LOWLOWES COS INC
4,487$788K0.18%
84
SMHVANECK VECTORS ETF TR
3,062$771K0.18%
85
NVSNNOVARTIS AG
8,215$757K0.17%
86
BRK-BBERKSHIRE HATHAWAY INC DEL
2$723K0.16%
87
ZMZOOM VIDEO COMMUNICATIONS IN
1,609$696K0.16%
88
SKYYFIRST TR EXCHANGE TRADED FD
6,294$692K0.16%
89
AOAISHARES TR
9,462$634K0.14%
90
LLYLILLY ELI & CO
3,068$622K0.14%
91
IVVISHARES TR
1,562$613K0.14%
92
PYPLPAYPAL HLDGS INC
2,129$607K0.14%
93
CRWDCROWDSTRIKE HLDGS INC
2,480$582K0.13%
94
NDQINVESCO QQQ TR
1,720$575K0.13%
95
NUENUCOR CORP
10,225$561K0.13%
96
AMGNAMGEN INC
2,328$547K0.12%
97
BABOEING CO
3,333$537K0.12%Call
98
AOMISHARES TR
12,128$534K0.12%
99
MAMASTERCARD INCORPORATED
1,548$531K0.12%
100
DEDEERE & CO
1,671$525K0.12%
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