$364 Million is the total value of MEANS INVESTMENT CO., INC.'s 158 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 19.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $51,425,000 | +6.8% | 433,272 | +293.8% | 14.13% | -6.3% |
| MGK | Buy | VANGUARD WORLD FDmega grwth ind | $39,561,000 | +13.2% | 202,729 | +2.7% | 10.87% | -0.8% |
| AMZN | Buy | AMAZON COM INC | $32,650,000 | +15.4% | 9,860 | +7.4% | 8.97% | +1.2% |
| MSFT | Buy | MICROSOFT CORP | $22,591,000 | +39.6% | 100,980 | +26.9% | 6.21% | +22.5% |
| FB | Buy | FACEBOOK INCcl a | $9,596,000 | +19.3% | 32,704 | +4.2% | 2.64% | +4.6% |
| XBI | Buy | SPDR SER TRs&p biotech | $8,926,000 | +16.3% | 74,461 | +6.1% | 2.45% | +2.0% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $7,685,000 | +103.3% | 25,621 | +68.3% | 2.11% | +78.2% |
| JPM | Buy | JPMORGAN CHASE & CO | $7,437,000 | +7.2% | 72,228 | +8.1% | 2.04% | -6.0% |
| CRM | Buy | SALESFORCE COM INC | $7,018,000 | +43.3% | 26,975 | +5.7% | 1.93% | +25.7% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $7,019,000 | +5.5% | 92,217 | +4.9% | 1.93% | -7.5% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $6,651,000 | +27.6% | 20,792 | +15.3% | 1.83% | +11.9% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $6,577,000 | +25.5% | 3,733 | +5.5% | 1.81% | +10.0% |
| BAC | Sell | BK OF AMERICA CORP | $4,501,000 | -10.7% | 185,157 | -1.1% | 1.24% | -21.7% |
| DIS | Buy | DISNEY WALT CO | $4,248,000 | +17.2% | 33,331 | +20.0% | 1.17% | +2.7% |
| LRCX | Buy | LAM RESEARCH CORP | $4,172,000 | +18.0% | 10,189 | +6.3% | 1.15% | +3.4% |
| JNJ | Buy | JOHNSON & JOHNSON | $4,027,000 | +16.1% | 28,308 | +19.9% | 1.11% | +1.8% |
| ABT | Buy | ABBOTT LABS | $4,010,000 | +17.8% | 35,049 | +2.0% | 1.10% | +3.3% |
| NKE | Buy | NIKE INCcl b | $3,863,000 | +29.4% | 29,967 | +5.5% | 1.06% | +13.5% |
| CVX | Buy | CHEVRON CORP NEW | $3,764,000 | -13.7% | 52,903 | +8.6% | 1.03% | -24.4% |
| PG | Buy | PROCTER AND GAMBLE CO | $3,700,000 | +21.5% | 25,831 | +13.0% | 1.02% | +6.6% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $3,474,000 | -0.6% | 54,455 | -1.6% | 0.96% | -12.8% |
| MCD | Buy | MCDONALDS CORP | $3,158,000 | +38.9% | 14,582 | +31.5% | 0.87% | +21.9% |
| ARKG | Buy | ARK ETF TRgenomic rev etf | $3,136,000 | +138.5% | 43,087 | +84.4% | 0.86% | +109.2% |
| V | Buy | VISA INC | $3,091,000 | +9.4% | 15,574 | +9.0% | 0.85% | -4.1% |
| PM | Sell | PHILIP MORRIS INTL INC | $3,065,000 | -11.2% | 43,507 | -0.7% | 0.84% | -22.1% |
| PDI | Sell | PIMCO DYNAMIC INCOME FD | $3,035,000 | -10.4% | 120,723 | -10.3% | 0.83% | -21.5% |
| MRK | Buy | MERCK & CO. INC | $2,936,000 | -0.4% | 36,531 | +0.2% | 0.81% | -12.7% |
| INTC | Buy | INTEL CORP | $2,834,000 | +18.2% | 62,429 | +25.5% | 0.78% | +3.7% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $2,810,000 | -6.8% | 13,454 | -5.1% | 0.77% | -18.2% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $2,778,000 | +7.7% | 47,461 | +7.7% | 0.76% | -5.6% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $2,714,000 | +2.0% | 26,619 | +1.9% | 0.75% | -10.6% |
| SBUX | Buy | STARBUCKS CORP | $2,688,000 | +17.2% | 29,653 | +2.0% | 0.74% | +2.9% |
| ABBV | Sell | ABBVIE INC | $2,644,000 | -0.4% | 28,474 | -0.6% | 0.73% | -12.6% |
| IDXX | Sell | IDEXX LABS INC | $2,630,000 | +27.2% | 5,501 | -0.5% | 0.72% | +11.6% |
| T | Sell | AT&T INC | $2,562,000 | -10.9% | 93,369 | -1.9% | 0.70% | -21.9% |
| WMT | Buy | WALMART INC | $2,537,000 | +21.5% | 17,407 | +8.5% | 0.70% | +6.6% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $2,445,000 | +5.3% | 43,779 | +4.1% | 0.67% | -7.7% |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $2,346,000 | +12.3% | 11,407 | -1.8% | 0.64% | -1.5% |
| XHE | Sell | SPDR SER TRhlth cr equip | $2,173,000 | +6.4% | 21,192 | -1.8% | 0.60% | -6.7% |
| ORCL | Buy | ORACLE CORP | $2,111,000 | +10.7% | 37,163 | +5.8% | 0.58% | -3.0% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $1,893,000 | -13.0% | 50,750 | -2.3% | 0.52% | -23.6% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $1,850,000 | +4.7% | 5,284 | -0.5% | 0.51% | -8.3% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $1,801,000 | -7.5% | 8,951 | -2.9% | 0.50% | -18.9% |
| MO | Sell | ALTRIA GROUP INC | $1,689,000 | -16.6% | 45,312 | -2.5% | 0.46% | -26.9% |
| NEE | Buy | NEXTERA ENERGY INC | $1,647,000 | +9.1% | 21,755 | +300.6% | 0.45% | -4.2% |
| IXUS | Sell | ISHARES TRcore msci total | $1,580,000 | -4.5% | 25,743 | -9.2% | 0.43% | -16.2% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $1,552,000 | +5.5% | 5,151 | +19.7% | 0.43% | -7.6% |
| CSCO | Buy | CISCO SYS INC | $1,548,000 | -7.7% | 41,258 | +16.1% | 0.42% | -19.0% |
| PEP | Buy | PEPSICO INC | $1,543,000 | +31.0% | 11,153 | +27.9% | 0.42% | +14.9% |
| WRB | BERKLEY W R CORP | $1,455,000 | -2.3% | 23,442 | 0.0% | 0.40% | -14.3% | |
| TJX | TJX COS INC NEW | $1,385,000 | -6.2% | 25,671 | 0.0% | 0.38% | -17.5% | |
| BHB | Buy | BAR HBR BANKSHARES | $1,349,000 | +0.7% | 64,877 | +4.8% | 0.37% | -11.7% |
| IPAY | Buy | ETF MANAGERS TRprime mobile pay | $1,323,000 | +145.5% | 23,636 | +136.6% | 0.36% | +115.4% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $1,298,000 | +380.7% | 2,624 | +323.2% | 0.36% | +320.0% |
| PFE | Sell | PFIZER INC | $1,283,000 | -15.5% | 35,239 | -12.3% | 0.35% | -25.8% |
| FMB | Sell | FIRST TR EXCH TRADED FD IIImanagd mun etf | $1,272,000 | -6.9% | 22,803 | -6.1% | 0.35% | -18.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,250,000 | +23.4% | 3,597 | +12.0% | 0.34% | +8.5% |
| HD | Sell | HOME DEPOT INC | $1,249,000 | -1.4% | 4,395 | -4.7% | 0.34% | -13.6% |
| VNLA | Buy | JANUS DETROIT STR TRhendrsn shrt etf | $1,235,000 | +6.6% | 24,476 | +6.5% | 0.34% | -6.6% |
| BX | BLACKSTONE GROUP INC | $1,191,000 | +6.1% | 21,389 | 0.0% | 0.33% | -7.1% | |
| CAC | Buy | CAMDEN NATL CORP | $1,181,000 | -8.1% | 37,052 | +0.3% | 0.32% | -19.4% |
| NOW | Buy | SERVICENOW INC | $1,174,000 | +44.8% | 2,194 | +14.0% | 0.32% | +27.2% |
| GOLD | Buy | BARRICK GOLD CORP | $1,132,000 | +10.1% | 39,216 | +0.2% | 0.31% | -3.4% |
| MDT | Buy | MEDTRONIC PLC | $1,109,000 | +9.6% | 10,711 | +6.6% | 0.30% | -3.8% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,077,000 | +21.8% | 612 | +2.5% | 0.30% | +6.9% |
| BLK | Buy | BLACKROCK INC | $1,077,000 | +61.7% | 1,645 | +44.9% | 0.30% | +41.6% |
| PRU | Buy | PRUDENTIAL FINL INC | $975,000 | +52.1% | 15,342 | +69.2% | 0.27% | +33.3% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $862,000 | +3.9% | 7,557 | +15.4% | 0.24% | -8.8% |
| XOM | Sell | EXXON MOBIL CORP | $861,000 | -29.1% | 26,264 | -2.7% | 0.24% | -37.6% |
| KO | Buy | COCA COLA CO | $849,000 | +64.9% | 17,169 | +59.7% | 0.23% | +44.7% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $844,000 | -9.0% | 14,407 | -0.1% | 0.23% | -20.0% |
| NVDA | Buy | NVIDIA CORPORATION | $794,000 | +64.0% | 1,364 | +22.4% | 0.22% | +43.4% |
| NFLX | Buy | NETFLIX INC | $776,000 | +17.8% | 1,508 | +6.8% | 0.21% | +3.4% |
| DOCU | Buy | DOCUSIGN INC | $772,000 | +66.7% | 3,331 | +37.9% | 0.21% | +46.2% |
| LOW | Buy | LOWES COS INC | $726,000 | +15.6% | 4,305 | +5.4% | 0.20% | +1.5% |
| NVS | NOVARTIS AGsponsored adr | $693,000 | +2.7% | 8,185 | 0.0% | 0.19% | -10.0% | |
| CMCSA | Sell | COMCAST CORP NEWcl a | $657,000 | +1.5% | 14,743 | -2.0% | 0.18% | -10.8% |
| SGH | Sell | SMART GLOBAL HLDGS INC | $649,000 | +5.2% | 21,699 | -2.7% | 0.18% | -7.8% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $628,000 | -1.7% | 2 | 0.0% | 0.17% | -13.5% | |
| SMH | Sell | VANECK VECTORS ETF TRsemiconductor et | $606,000 | +14.3% | 3,076 | -2.9% | 0.17% | +0.6% |
| EES | Sell | WISDOMTREE TRus smallcap fund | $570,000 | -3.6% | 17,781 | -4.2% | 0.16% | -15.1% |
| AOA | Sell | ISHARES TRaggres alloc etf | $568,000 | +3.6% | 9,438 | -0.3% | 0.16% | -9.3% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $547,000 | +0.7% | 1,556 | -4.3% | 0.15% | -11.8% |
| SNOW | New | SNOWFLAKE INCcl a | $543,000 | – | 2,049 | +100.0% | 0.15% | – |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $542,000 | +9.1% | 841 | 0.0% | 0.15% | -4.5% | |
| IBB | Buy | ISHARES TRnasdaq biotech | $541,000 | +13.4% | 3,929 | +8.5% | 0.15% | 0.0% |
| ZM | Buy | ZOOM VIDEO COMMUNICATIONS INcl a | $521,000 | +122.6% | 1,042 | +3.0% | 0.14% | +95.9% |
| CARR | CARRIER GLOBAL CORPORATION | $510,000 | +32.1% | 13,097 | 0.0% | 0.14% | +15.7% | |
| AOM | Buy | ISHARES TRmodert alloc etf | $505,000 | +18.5% | 12,097 | +16.7% | 0.14% | +4.5% |
| NUE | Sell | NUCOR CORP | $495,000 | +2.7% | 10,220 | -3.8% | 0.14% | -9.9% |
| JBLU | Buy | JETBLUE AWYS CORP | $491,000 | +72.9% | 39,773 | +63.7% | 0.14% | +51.7% |
| SKYY | Sell | FIRST TR EXCHANGE TRADED FD | $483,000 | -1.4% | 5,749 | -12.1% | 0.13% | -13.6% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $484,000 | +1.3% | 1,544 | +6.1% | 0.13% | -11.3% |
| AMGN | Buy | AMGEN INC | $478,000 | +1.1% | 2,063 | +2.4% | 0.13% | -11.5% |
| GILD | Sell | GILEAD SCIENCES INC | $469,000 | -19.6% | 7,940 | -7.2% | 0.13% | -29.5% |
| PYPL | Sell | PAYPAL HLDGS INC | $432,000 | +5.4% | 2,129 | -1.8% | 0.12% | -7.0% |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $423,000 | +5.8% | 5,000 | 0.0% | 0.12% | -7.2% | |
| UNP | Buy | UNION PAC CORP | $418,000 | +0.7% | 2,197 | +0.7% | 0.12% | -11.5% |
| OTIS | Buy | OTIS WORLDWIDE CORP | $416,000 | -1.2% | 6,541 | +0.0% | 0.11% | -13.6% |
| DE | DEERE & CO | $414,000 | +28.2% | 1,670 | 0.0% | 0.11% | +12.9% | |
| PKW | Buy | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $416,000 | +1.2% | 6,631 | +0.1% | 0.11% | -11.6% |
| EFG | New | ISHARES TReafe grwth etf | $409,000 | – | 4,372 | +100.0% | 0.11% | – |
| DUK | Buy | DUKE ENERGY CORP NEW | $386,000 | +12.2% | 4,130 | +0.5% | 0.11% | -1.9% |
| SO | Sell | SOUTHERN CO | $386,000 | +8.1% | 6,431 | -2.4% | 0.11% | -5.4% |
| JAZZ | Sell | JAZZ PHARMACEUTICALS PLC | $384,000 | +17.8% | 2,584 | -2.6% | 0.11% | +3.9% |
| PINS | New | PINTEREST INCcl a | $353,000 | – | 5,447 | +100.0% | 0.10% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $350,000 | – | 2,465 | +100.0% | 0.10% | – |
| LLY | Buy | LILLY ELI & CO | $331,000 | -4.6% | 2,319 | +0.6% | 0.09% | -16.5% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $315,000 | +10.5% | 1,307 | +0.2% | 0.09% | -2.2% |
| LMT | Buy | LOCKHEED MARTIN CORP | $310,000 | -5.8% | 859 | +2.5% | 0.08% | -17.5% |
| PJP | Sell | INVESCO EXCHANGE TRADED FD Tdynmc phrmctls | $309,000 | -3.1% | 4,757 | -2.4% | 0.08% | -15.0% |
| ES | Sell | EVERSOURCE ENERGY | $311,000 | +4.0% | 3,352 | -3.5% | 0.08% | -9.6% |
| KMB | Buy | KIMBERLY CLARK CORP | $305,000 | -12.4% | 2,237 | +0.2% | 0.08% | -22.9% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $306,000 | +5.9% | 6,391 | -3.1% | 0.08% | -7.7% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $305,000 | +3.4% | 3,546 | +0.4% | 0.08% | -8.7% |
| ROKU | New | ROKU INC | $303,000 | – | 1,195 | +100.0% | 0.08% | – |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $298,000 | +6.0% | 1,780 | +0.1% | 0.08% | -6.8% |
| STAG | Buy | STAG INDL INC | $296,000 | +25.4% | 9,296 | +29.0% | 0.08% | +9.5% |
| HDV | Buy | ISHARES TRcore high dv etf | $292,000 | -4.6% | 3,622 | +1.0% | 0.08% | -16.7% |
| MMM | Sell | 3M CO | $292,000 | -3.0% | 1,791 | -2.8% | 0.08% | -14.9% |
| ARWR | New | ARROWHEAD PHARMACEUTICALS IN | $284,000 | – | 4,280 | +100.0% | 0.08% | – |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $285,000 | +9.6% | 966 | -1.6% | 0.08% | -3.7% |
| BP | Sell | BP PLCsponsored adr | $280,000 | -45.7% | 17,892 | -17.5% | 0.08% | -52.5% |
| DXCM | Sell | DEXCOM INC | $277,000 | -15.3% | 766 | -3.6% | 0.08% | -25.5% |
| PBCT | Sell | PEOPLES UNITED FINANCIAL INC | $263,000 | -13.5% | 25,028 | -4.1% | 0.07% | -24.2% |
| NDAQ | NASDAQ INC | $256,000 | +2.0% | 1,924 | 0.0% | 0.07% | -11.4% | |
| QCOM | New | QUALCOMM INC | $255,000 | – | 1,758 | +100.0% | 0.07% | – |
| TD | Sell | TORONTO DOMINION BK ONT | $252,000 | -7.4% | 5,534 | -3.3% | 0.07% | -18.8% |
| GIS | Sell | GENERAL MLS INC | $246,000 | -3.1% | 4,028 | -1.5% | 0.07% | -15.0% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $235,000 | -22.4% | 3,547 | +56.3% | 0.06% | -31.6% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $238,000 | +9.2% | 1,419 | +1.6% | 0.06% | -4.4% |
| ETN | Buy | EATON CORP PLC | $236,000 | +8.3% | 2,144 | +0.4% | 0.06% | -4.4% |
| USMV | ISHARES TRmsci usa min vol | $233,000 | +2.2% | 3,587 | 0.0% | 0.06% | -9.9% | |
| AXP | AMERICAN EXPRESS CO | $233,000 | -6.4% | 2,412 | 0.0% | 0.06% | -17.9% | |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $223,000 | +6.2% | 1,658 | +0.1% | 0.06% | -7.6% |
| TGT | New | TARGET CORP | $218,000 | – | 1,351 | +100.0% | 0.06% | – |
| DHR | New | DANAHER CORPORATION | $218,000 | – | 888 | +100.0% | 0.06% | – |
| SQ | New | SQUARE INCcl a | $214,000 | – | 1,078 | +100.0% | 0.06% | – |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $215,000 | -10.4% | 5,824 | +0.2% | 0.06% | -21.3% |
| XEL | XCEL ENERGY INC | $211,000 | +3.9% | 2,879 | 0.0% | 0.06% | -9.4% | |
| MU | Sell | MICRON TECHNOLOGY INC | $211,000 | -7.5% | 3,827 | -19.7% | 0.06% | -18.3% |
| COP | Sell | CONOCOPHILLIPS | $209,000 | -27.2% | 7,169 | -0.7% | 0.06% | -36.7% |
| PSX | Sell | PHILLIPS 66 | $204,000 | -29.4% | 4,372 | -3.1% | 0.06% | -38.5% |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $203,000 | – | 861 | +100.0% | 0.06% | – |
| F | Sell | FORD MTR CO DEL | $110,000 | -21.4% | 14,110 | -26.9% | 0.03% | -31.8% |
| UCO | Sell | PROSHARES TR IIulta blmbg 2017 | $89,000 | -48.3% | 3,613 | -32.7% | 0.02% | -55.6% |
| DHR | New | DANAHER CORPORATIONcall | $22,000 | – | 1,100 | +100.0% | 0.01% | – |
| GILD | New | GILEAD SCIENCES INCcall | $14,000 | – | 7,800 | +100.0% | 0.00% | – |
| AAPL | Buy | APPLE INCcall | $12,000 | -7.7% | 300 | +200.0% | 0.00% | -25.0% |
| MSFT | New | MICROSOFT CORPcall | $10,000 | – | 200 | +100.0% | 0.00% | – |
| MJ | ETF MANAGERS TRcall | $6,000 | +20.0% | 11,300 | 0.0% | 0.00% | 0.0% | |
| KO | New | COCA COLA COcall | $2,000 | – | 13,000 | +100.0% | 0.00% | – |
| IBB | Sell | ISHARES TRcall | $2,000 | -66.7% | 2,200 | -47.6% | 0.00% | -50.0% |
| JBLU | New | JETBLUE AWYS CORPcall | $3,000 | – | 1,600 | +100.0% | 0.00% | – |
| UCO | PROSHARES TR IIcall | $0 | – | 10,000 | 0.0% | 0.00% | – | |
| ORCL | Exit | ORACLE CORPcall | $0 | – | -2,500 | -100.0% | 0.00% | – |
| INTC | INTEL CORPcall | $0 | -100.0% | 200 | 0.0% | 0.00% | – | |
| AMZN | New | AMAZON COM INCcall | $0 | – | 200 | +100.0% | 0.00% | – |
| HD | Exit | HOME DEPOT INCcall | $0 | – | -300 | -100.0% | -0.00% | – |
| NVDA | Exit | NVIDIA CORPORATIONcall | $0 | – | -100 | -100.0% | -0.00% | – |
| CNX | Exit | CNX RESOURCES CORPORATIONcall | $0 | – | -10,000 | -100.0% | -0.00% | – |
| DE | Exit | DEERE & COcall | $0 | – | -1,200 | -100.0% | -0.00% | – |
| ABT | Exit | ABBOTT LABScall | $0 | – | -6,600 | -100.0% | -0.00% | – |
| TOTL | Exit | SSGA ACTIVE ETF TRspdr tr tactic | $0 | – | -4,071 | -100.0% | -0.06% | – |
| AFL | Exit | AFLAC INC | $0 | – | -5,311 | -100.0% | -0.06% | – |
| STT | Exit | STATE STR CORP | $0 | – | -3,115 | -100.0% | -0.07% | – |
| ZBRA | Exit | ZEBRA TECHNOLOGIES CORPORATIcl a | $0 | – | -800 | -100.0% | -0.07% | – |
| VLO | Exit | VALERO ENERGY CORP | $0 | – | -5,179 | -100.0% | -0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 20 | Q3 2023 | 15.1% |
| VANGUARD WORLD FD | 20 | Q3 2023 | 11.0% |
| AMAZON COM INC | 20 | Q3 2023 | 9.0% |
| MICROSOFT CORP | 20 | Q3 2023 | 6.2% |
| JPMORGAN CHASE & CO | 20 | Q3 2023 | 3.0% |
| META PLATFORMS INC | 20 | Q3 2023 | 2.6% |
| ISHARES TR | 20 | Q3 2023 | 2.6% |
| SPDR SER TR | 20 | Q3 2023 | 3.0% |
| ALPHABET INC | 20 | Q3 2023 | 2.5% |
| ISHARES TR | 20 | Q3 2023 | 2.7% |
View MEANS INVESTMENT CO., INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-04-26 |
| 13F-HR | 2022-02-14 |
View MEANS INVESTMENT CO., INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.