| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 23 | Q2 2024 | 15.1% |
| VANGUARD WORLD FD | 23 | Q2 2024 | 11.0% |
| AMAZON COM INC | 23 | Q2 2024 | 9.0% |
| MICROSOFT CORP | 23 | Q2 2024 | 6.2% |
| JPMORGAN CHASE & CO. | 23 | Q2 2024 | 3.0% |
| META PLATFORMS INC | 23 | Q2 2024 | 2.7% |
| ALPHABET INC | 23 | Q2 2024 | 2.6% |
| ISHARES TR | 23 | Q2 2024 | 2.6% |
| SPDR SER TR | 23 | Q2 2024 | 3.0% |
| ISHARES TR | 23 | Q2 2024 | 2.7% |
View MEANS INVESTMENT CO., INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-14 |
| 13F-HR | 2024-07-19 |
| 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 |
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.