MEANS INVESTMENT CO., INC. Q4 2024 Filing
Filed January 24, 2025
Portfolio Value
$960.7B
Holdings
205
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (205 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 366,044 | $91.7B | 9.54% | |
| 2 | MGKVANGUARD WORLD FD | 262,363 | $90.1B | 9.38% | |
| 3 | VOOVANGUARD INDEX FDS | 139,841 | $75.3B | 7.84% | |
| 4 | MGVVANGUARD WORLD FD | 506,470 | $63.3B | 6.59% | |
| 5 | AMZNAMAZON COM INC | 238,207 | $52.3B | 5.44% | |
| 6 | MSFTMICROSOFT CORP | 105,645 | $44.5B | 4.64% | |
| 7 | VEUVANGUARD INTL EQUITY INDEX F | 761,823 | $43.7B | 4.55% | |
| 8 | NVDANVIDIA CORPORATION | 244,291 | $32.8B | 3.41% | |
| 9 | METAMETA PLATFORMS INC | 42,183 | $24.7B | 2.57% | |
| 10 | GOOGALPHABET INC | 119,480 | $22.8B | 2.37% | |
| 11 | JPMJPMORGAN CHASE & CO. | 81,220 | $19.5B | 2.03% | |
| 12 | XLRESELECT SECTOR SPDR TR | 447,698 | $18.2B | 1.90% | |
| 13 | JBNDJ P MORGAN EXCHANGE TRADED F | 347,346 | $18.1B | 1.89% | |
| 14 | CRMSALESFORCE INC | 41,755 | $14.0B | 1.45% | |
| 15 | AVUVAMERICAN CENTY ETF TR | 139,845 | $13.5B | 1.41% | |
| 16 | BRK/BBERKSHIRE HATHAWAY INC DEL | 28,274 | $12.8B | 1.33% | |
| 17 | IMCBISHARES TR | 157,560 | $12.0B | 1.25% | |
| 18 | XBISPDR SER TR | 106,773 | $9.6B | 1.00% | |
| 19 | LRCXLAM RESEARCH CORP | 132,701 | $9.6B | 1.00% | |
| 20 | IHIISHARES TR | 151,385 | $8.8B | 0.92% | |
| 21 | MDYSPDR S&P MIDCAP 400 ETF TR | 14,468 | $8.2B | 0.86% | |
| 22 | VYMVANGUARD WHITEHALL FDS | 63,617 | $8.1B | 0.84% | |
| 23 | SCHWSCHWAB CHARLES CORP | 107,759 | $8.0B | 0.83% | |
| 24 | CVXCHEVRON CORP NEW | 54,765 | $7.9B | 0.83% | |
| 25 | VVISA INC | 24,440 | $7.7B | 0.80% | |
| 26 | WRBBERKLEY W R CORP | 126,461 | $7.4B | 0.77% | |
| 27 | PLTRPALANTIR TECHNOLOGIES INC | 95,942 | $7.3B | 0.76% | |
| 28 | TSLATESLA INC | 16,766 | $6.8B | 0.70% | |
| 29 | XLVSELECT SECTOR SPDR TR | 47,618 | $6.6B | 0.68% | |
| 30 | BACBANK AMERICA CORP | 143,123 | $6.3B | 0.65% | |
| 31 | WMTWALMART INC | 69,362 | $6.3B | 0.65% | |
| 32 | UBERUBER TECHNOLOGIES INC | 97,881 | $5.9B | 0.61% | |
| 33 | ORCLORACLE CORP | 35,215 | $5.9B | 0.61% | |
| 34 | XLGINVESCO EXCHANGE TRADED FD T | 103,715 | $5.2B | 0.54% | |
| 35 | ABBVABBVIE INC | 27,679 | $4.9B | 0.51% | |
| 36 | IJRISHARES TR | 42,067 | $4.8B | 0.50% | |
| 37 | SMHVANECK ETF TRUST | 19,399 | $4.7B | 0.49% | |
| 38 | EMXCISHARES INC | 82,644 | $4.6B | 0.48% | |
| 39 | GSGOLDMAN SACHS GROUP INC | 7,792 | $4.5B | 0.46% | |
| 40 | NVONOVO-NORDISK A S | 50,140 | $4.3B | 0.45% | |
| 41 | PGPROCTER AND GAMBLE CO | 24,857 | $4.2B | 0.43% | |
| 42 | JEPIJ P MORGAN EXCHANGE TRADED F | 69,944 | $4.0B | 0.42% | |
| 43 | PDIPIMCO DYNAMIC INCOME FD | 215,856 | $4.0B | 0.41% | |
| 44 | 4I1PHILIP MORRIS INTL INC | 32,757 | $3.9B | 0.41% | |
| 45 | JNJJOHNSON & JOHNSON | 26,442 | $3.8B | 0.40% | |
| 46 | ABTABBOTT LABS | 32,426 | $3.7B | 0.38% | |
| 47 | GOOGLALPHABET INC | 19,339 | $3.7B | 0.38% | |
| 48 | BXBLACKSTONE INC | 20,832 | $3.6B | 0.37% | |
| 49 | MCDMCDONALDS CORP | 11,809 | $3.4B | 0.36% | |
| 50 | MRKMERCK & CO INC | 30,645 | $3.0B | 0.32% | |
| 51 | TJXTJX COS INC NEW | 24,133 | $2.9B | 0.30% | |
| 52 | NOWSERVICENOW INC | 2,542 | $2.7B | 0.28% | |
| 53 | LLYELI LILLY & CO | 3,221 | $2.5B | 0.26% | |
| 54 | UNHUNITEDHEALTH GROUP INC | 4,862 | $2.5B | 0.26% | |
| 55 | SPYSPDR S&P 500 ETF TR | 4,182 | $2.5B | 0.26% | |
| 56 | XOMEXXON MOBIL CORP | 20,876 | $2.2B | 0.23% | |
| 57 | BLKBLACKROCK INC | 2,145 | $2.2B | 0.23% | |
| 58 | SBUXSTARBUCKS CORP | 23,836 | $2.2B | 0.23% | |
| 59 | NOCNORTHROP GRUMMAN CORP | 4,381 | $2.1B | 0.21% | |
| 60 | HDHOME DEPOT INC | 5,233 | $2.0B | 0.21% | |
| 61 | DISDISNEY WALT CO | 17,973 | $2.0B | 0.21% | |
| 62 | CACCAMDEN NATL CORP | 45,551 | $1.9B | 0.20% | |
| 63 | BABAALIBABA GROUP HLDG LTD | 21,576 | $1.8B | 0.19% | |
| 64 | IBMINTERNATIONAL BUSINESS MACHS | 8,229 | $1.8B | 0.19% | |
| 65 | MDLZMONDELEZ INTL INC | 29,553 | $1.8B | 0.18% | |
| 66 | RTXRTX CORPORATION | 14,981 | $1.7B | 0.18% | |
| 67 | VTVANGUARD INTL EQUITY INDEX F | 14,713 | $1.7B | 0.18% | |
| 68 | PFEPFIZER INC | 64,973 | $1.7B | 0.18% | |
| 69 | BMYBRISTOL-MYERS SQUIBB CO | 29,845 | $1.7B | 0.18% | |
| 70 | PEPPEPSICO INC | 10,911 | $1.7B | 0.17% | |
| 71 | AVGOBROADCOM INC | 7,010 | $1.6B | 0.17% | |
| 72 | MOALTRIA GROUP INC | 29,501 | $1.5B | 0.16% | |
| 73 | SHOPSHOPIFY INC | 14,175 | $1.5B | 0.16% | |
| 74 | NEENEXTERA ENERGY INC | 20,992 | $1.5B | 0.16% | |
| 75 | CSCOCISCO SYS INC | 25,319 | $1.5B | 0.16% | |
| 76 | NFLXNETFLIX INC | 1,619 | $1.4B | 0.15% | |
| 77 | PRUPRUDENTIAL FINL INC | 11,935 | $1.4B | 0.15% | |
| 78 | CRWDCROWDSTRIKE HLDGS INC | 4,125 | $1.4B | 0.15% | |
| 79 | IDXXIDEXX LABS INC | 3,334 | $1.4B | 0.14% | |
| 80 | IVVISHARES TR | 2,327 | $1.4B | 0.14% | |
| 81 | IBBISHARES TR | 10,320 | $1.4B | 0.14% | |
| 82 | DEDEERE & CO | 3,152 | $1.3B | 0.14% | |
| 83 | XHBSPDR SER TR | 12,194 | $1.3B | 0.13% | |
| 84 | NKENIKE INC | 16,790 | $1.3B | 0.13% | |
| 85 | HIMSHIMS & HERS HEALTH INC | 50,040 | $1.2B | 0.13% | |
| 86 | NDQINVESCO QQQ TR | 2,343 | $1.2B | 0.12% | |
| 87 | ADBEADOBE INC | 2,651 | $1.2B | 0.12% | |
| 88 | KOCOCA COLA CO | 18,884 | $1.2B | 0.12% | |
| 89 | SOSOUTHERN CO | 13,991 | $1.2B | 0.12% | |
| 90 | PANWPALO ALTO NETWORKS INC | 6,059 | $1.1B | 0.11% | |
| 91 | NUENUCOR CORP | 9,443 | $1.1B | 0.11% | |
| 92 | QCOMQUALCOMM INC | 7,141 | $1.1B | 0.11% | |
| 93 | ETNEATON CORP PLC | 3,252 | $1.1B | 0.11% | |
| 94 | XHESPDR SER TR | 11,672 | $1.0B | 0.11% | |
| 95 | SNOWSNOWFLAKE INC | 6,571 | $1.0B | 0.11% | |
| 96 | CATCATERPILLAR INC | 2,709 | $982.8M | 0.10% | |
| 97 | MAMASTERCARD INCORPORATED | 1,834 | $965.6M | 0.10% | |
| 98 | XLFSELECT SECTOR SPDR TR | 19,865 | $960.1M | 0.10% | |
| 99 | FDNFIRST TR EXCHANGE-TRADED FD | 3,910 | $950.8M | 0.10% | |
| 100 | MIGAMICROSTRATEGY INC | 3,159 | $914.8M | 0.10% |
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