$439 Million is the total value of MEANS INVESTMENT CO., INC.'s 199 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MGV | New | VANGUARD WORLD FDmega cap val etf | $9,779,000 | – | 102,720 | +100.0% | 2.22% | – |
| ZG | New | ZILLOW GROUP INCcl a | $421,000 | – | 3,203 | +100.0% | 0.10% | – |
| ROBO | New | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $335,000 | – | 5,279 | +100.0% | 0.08% | – |
| FVRR | New | FIVERR INTL LTD | $250,000 | – | 1,150 | +100.0% | 0.06% | – |
| VXX | New | BARCLAYS BANK PLCipth sr b s&p | $231,000 | – | 20,290 | +100.0% | 0.05% | – |
| CI | New | CIGNA CORP NEW | $226,000 | – | 934 | +100.0% | 0.05% | – |
| KHC | New | KRAFT HEINZ CO | $213,000 | – | 5,317 | +100.0% | 0.05% | – |
| SYY | New | SYSCO CORP | $200,000 | – | 2,544 | +100.0% | 0.05% | – |
| SOLO | New | ELECTRAMECCANICA VEHS CORP | $46,000 | – | 9,770 | +100.0% | 0.01% | – |
| FB | New | FACEBOOK INCcall | $13,000 | – | 200 | +100.0% | 0.00% | – |
| F | New | FORD MTR CO DELcall | $4,000 | – | 2,000 | +100.0% | 0.00% | – |
| FVRR | New | FIVERR INTL LTDcall | $6,000 | – | 200 | +100.0% | 0.00% | – |
| SOLO | New | ELECTRAMECCANICA VEHS CORPcall | $2,000 | – | 3,500 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-05
Signatures
The EDGAR filing(s) were signed by:
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.