Sponsored

The Analysis of MEANS INVESTMENT CO., INC.'s Holdings & P&L

Currently, MEANS INVESTMENT CO., INC. holds 192 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in XLG (+100.1K shares, valued at $5.5M), N/A (+7.3K shares, valued at $4.4M), PYLD (+136.4K shares, valued at $3.6M); decreased their positions in MGV (-3.1K shares, valued at $445.4K), AAPL (-1.6K shares, valued at $409.9K), N/A (-1.8K shares, valued at $383.7K); initiated new positions in N/A (+2.0K shares, valued at $562.6K), GEV (+468 shares, valued at $408.8K), KR (+5.2K shares, valued at $376.3K).

1M P&L

+37.6M+4.03%

3M P&L

-95.6M-8.96%

HY P&L

-88.4M-8.35%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A444.8M

51.2%

2Consumer Electronics75.4M

8.7%

3Software - Infrastructure59.3M

6.8%

Top Industries by Stock Count

1N/A53 stocks

30.5%

2Drug Manufacturers - General8 stocks

4.6%

3Software - Application7 stocks

4.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS342.9K shares2.17%2026-03-312026-04-24

VEU VANGUARD INTL EQUITY INDEX F1.3M shares-0.32%2026-03-312026-04-24

XLG INVESCO EXCHANGE TRADED FD T1.6M shares6.84%2026-03-312026-04-24

AAPL APPLE INC297.1K shares-0.54%2026-03-312026-04-24

NVDA NVIDIA CORPORATION261.7K shares-0.30%2026-03-312026-04-24

AVUV AMERICAN CENTY ETF TR394.0K shares-0.65%2026-03-312026-04-24

AMZN AMAZON COM INC191.8K shares1.18%2026-03-312026-04-24

MSFT MICROSOFT CORP104.6K shares2.86%2026-03-312026-04-24

Sponsored

IMCB ISHARES TR432.4K shares1.03%2026-03-312026-04-24

MGK VANGUARD WORLD FD95.8K shares-0.95%2026-03-312026-04-24

ALPHABET INC ALPHABET INC85.9K shares-0.29%2026-03-312026-04-24

XLV SELECT SECTOR SPDR TR161.5K shares2.12%2026-03-312026-04-24

JBND J P MORGAN EXCHANGE TRADED F431.9K shares1.66%2026-03-312026-04-24

MGV VANGUARD WORLD FD136.7K shares-2.20%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO65.2K shares3.04%2026-03-312026-04-24

META META PLATFORMS INC31.7K shares1.05%2026-03-312026-04-24

Sponsored

FBTC FIDELITY WISE ORIGIN BITCOIN298.6K shares7.72%2026-03-312026-04-24

PLTR PALANTIR TECHNOLOGIES INC84.3K shares-0.35%2026-03-312026-04-24

LAM RESEARCH CORP LAM RESEARCH CORP56.6K shares-3.07%2026-03-312026-04-24

XLF SELECT SECTOR SPDR TR226.1K shares4.88%2026-03-312026-04-24

TSLA TESLA INC27.3K shares2.78%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL20.5K shares-0.40%2026-03-312026-04-24

CVX CHEVRON CORPORATION41.0K shares5.82%2026-03-312026-04-24

WRB BERKLEY W R CORP126.3K shares-0.12%2026-03-312026-04-24

Sponsored

BROADCOM INC BROADCOM INC26.4K shares2.29%2026-03-312026-04-24

SMH VANECK ETF TRUST18.0K shares5.44%2026-03-312026-04-24

BAC BANK AMERICA CORP116.7K shares-1.59%2026-03-312026-04-24

VYM VANGUARD WHITEHALL FDS37.6K shares-2.63%2026-03-312026-04-24

WMT WALMART INC44.6K shares-5.75%2026-03-312026-04-24

V VISA INC18.3K shares1.64%2026-03-312026-04-24

ALPHABET INC ALPHABET INC18.8K shares0.82%2026-03-312026-04-24

XOM EXXON MOBIL CORP31.7K shares-3.68%2026-03-312026-04-24

Sponsored

PYLD PIMCO ETF TR204.5K shares200.46%2026-03-312026-04-24

JNJ JOHNSON & JOHNSON21.7K shares-0.80%2026-03-312026-04-24

ABBV ABBVIE INC23.4K shares-2.53%2026-03-312026-04-24

PM PHILIP MORRIS INTL INC30.6K shares-2.40%2026-03-312026-04-24

ORCL ORACLE CORP34.0K shares1.32%2026-03-312026-04-24

IHI ISHARES TR88.9K shares-4.58%2026-03-312026-04-24

LLY ELI LILLY & CO4.6K shares-1.91%2026-03-312026-04-24

PG PROCTER & GAMBLE CO26.5K shares16.86%2026-03-312026-04-24

Sponsored

SCHW SCHWAB CHARLES CORP39.9K shares-1.14%2026-03-312026-04-24

GS GOLDMAN SACHS GROUP INC4.3K shares-2.15%2026-03-312026-04-24

TJX TJX COS INC NEW21.3K shares-0.88%2026-03-312026-04-24

MERCK & CO INC MERCK & CO INC28.0K shares-3.45%2026-03-312026-04-24

MDY STATE STR SPDR S&P MIDCAP 405.4K shares-3.59%2026-03-312026-04-24

NFLX NETFLIX INC.32.5K shares3.96%2026-03-312026-04-24

RTX RTX CORPORATION16.2K shares8.38%2026-03-312026-04-24

UBER UBER TECHNOLOGIES INC42.1K shares1.06%2026-03-312026-04-24

Sponsored

ABT ABBOTT LABORATORIES28.1K shares-0.64%2026-03-312026-04-24

CRM SALESFORCE INC15.1K shares-4.06%2026-03-312026-04-24

MCD MCDONALDS CORP9.0K shares-1.55%2026-03-312026-04-24

OEF ISHARES TR8.4K shares-0.53%2026-03-312026-04-24

MA MASTERCARD INCORPORATED4.3K shares4.25%2026-03-312026-04-24

IJR ISHARES TR16.9K shares-1.35%2026-03-312026-04-24

PDI PIMCO DYNAMIC INCOME FD119.2K shares-9.29%2026-03-312026-04-24

CAC CAMDEN NATL CORP42.9K shares-1.74%2026-03-312026-04-24

Sponsored

IBM INTERNATIONAL BUSINESS MACHS8.2K shares9.79%2026-03-312026-04-24

SPY STATE STR SPDR S&P 500 ETF T3.0K shares0.20%2026-03-312026-04-24

BLACKSTONE INC BLACKSTONE INC16.9K shares0.79%2026-03-312026-04-24

JEPI J P MORGAN EXCHANGE TRADED F33.9K shares-5.90%2026-03-312026-04-24

BABA ALIBABA GROUP HLDG LTD15.3K shares-0.70%2026-03-312026-04-24

CCJ CAMECO CORP17.0K shares1.90%2026-03-312026-04-24

NEE NEXTERA ENERGY INC19.3K shares2.72%2026-03-312026-04-24

MO ALTRIA GROUP INC26.8K shares-0.01%2026-03-312026-04-24

Sponsored

NUE NUCOR CORP9.7K shares0.01%2026-03-312026-04-24

PEP PEPSICO INC10.3K shares-3.59%2026-03-312026-04-24

CSCO CISCO SYS INC19.9K shares0.35%2026-03-312026-04-24

SHOP SHOPIFY INC12.8K shares-3.22%2026-03-312026-04-24

HD HOME DEPOT INC4.6K shares-2.15%2026-03-312026-04-24

CAT CATERPILLAR INC2.1K shares-1.07%2026-03-312026-04-24

MTB M & T BK CORP7.1K shares-3.61%2026-03-312026-04-24

SBUX STARBUCKS CORP16.0K shares-4.89%2026-03-312026-04-24

Sponsored

INVESCO QQQ TR INVESCO QQQ TR2.5K shares-1.05%2026-03-312026-04-24

MU MICRON TECHNOLOGY INC4.1K shares0.78%2026-03-312026-04-24

ADX ADAMS DIVERSIFIED EQUITY FD62.5K shares0.00%2026-03-312026-04-24

KO COCA COLA CO17.7K shares1.41%2026-03-312026-04-24

CRWD CROWDSTRIKE HLDGS INC3.4K shares2.41%2026-03-312026-04-24

IVV ISHARES TR2.0K shares-1.70%2026-03-312026-04-24

NOC NORTHROP GRUMMAN CORP1.8K shares-1.03%2026-03-312026-04-24

EMXC ISHARES INC14.7K shares-8.42%2026-03-312026-04-24

Sponsored

EATON CORP PLC EATON CORP PLC3.0K shares0.10%2026-03-312026-04-24

BMY BRISTOL-MYERS SQUIBB CO17.5K shares-2.96%2026-03-312026-04-24

MDLZ MONDELEZ INTL INC17.8K shares-6.03%2026-03-312026-04-24

IDXX IDEXX LABS INC1.8K shares-1.47%2026-03-312026-04-24

DIS DISNEY WALT CO10.4K shares-3.72%2026-03-312026-04-24

NVS NOVARTIS AG6.5K shares-2.00%2026-03-312026-04-24

VT VANGUARD INTL EQUITY INDEX F7.1K shares-0.45%2026-03-312026-04-24

IBB ISHARES TR5.6K shares-2.88%2026-03-312026-04-24

Sponsored

VZ VERIZON COMMUNICATIONS INC18.7K shares6.87%2026-03-312026-04-24

BLACKROCK INC BLACKROCK INC975 shares-8.28%2026-03-312026-04-24

COP CONOCOPHILLIPS7.0K shares0.03%2026-03-312026-04-24

DE DEERE & CO1.6K shares-8.89%2026-03-312026-04-24

VLO VALERO ENERGY CORP3.6K shares5.69%2026-03-312026-04-24

CRWV COREWEAVE INC11.5K shares196.98%2026-03-312026-04-24

NOW SERVICENOW INC8.5K shares-0.96%2026-03-312026-04-24

AMGN AMGEN INC2.4K shares4.48%2026-03-312026-04-24

Sponsored

CVS CVS HEALTH CORP11.8K shares187.35%2026-03-312026-04-24

PANW PALO ALTO NETWORKS INC5.3K shares5.00%2026-03-312026-04-24

XBI SPDR SERIES TRUST6.4K shares0.39%2026-03-312026-04-24

SOFI SOFI TECHNOLOGIES INC51.4K shares-1.40%2026-03-312026-04-24

PSX PHILLIPS 664.2K shares1.73%2026-03-312026-04-24

AMD ADVANCED MICRO DEVICES INC3.7K shares-3.97%2026-03-312026-04-24

VUG VANGUARD INDEX FDS1.7K shares0.69%2026-03-312026-04-24

CB CHUBB LTD SWITZ2.3K shares0.04%2026-03-312026-04-24

Sponsored

XHB SPDR SERIES TRUST7.6K shares-8.71%2026-03-312026-04-24

SO SOUTHERN CO7.6K shares-9.98%2026-03-312026-04-24

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-24

CARR CARRIER GLOBAL CORPORATION12.6K shares0.02%2026-03-312026-04-24

LMT LOCKHEED MARTIN CORP1.2K shares6.02%2026-03-312026-04-24

GILD GILEAD SCIENCES INC4.9K shares0.10%2026-03-312026-04-24

BARRICK MNG CORP BARRICK MNG CORP15.9K shares5.45%2026-03-312026-04-24

ADBE ADOBE INC2.6K shares0.23%2026-03-312026-04-24

Sponsored

EES WISDOMTREE TR10.9K shares0.12%2026-03-312026-04-24

XLRE SELECT SECTOR SPDR TR15.2K shares-22.29%2026-03-312026-04-24

T AT&T INC21.0K shares68.80%2026-03-312026-04-24

QCOM QUALCOMM INC4.6K shares-9.40%2026-03-312026-04-24

LOW LOWES COS INC2.5K shares-0.51%2026-03-312026-04-24

MS MORGAN STANLEY3.5K shares89.45%2026-03-312026-04-24

GE AEROSPACE GE AEROSPACE2.0K sharesnew addition2026-03-312026-04-24

WFC WELLS FARGO & CO7.0K shares0.29%2026-03-312026-04-24

Sponsored

SNOW SNOWFLAKE INC3.6K shares-4.93%2026-03-312026-04-24

BHB BAR HBR BANKSHARES16.8K shares-5.63%2026-03-312026-04-24

CSX CSX CORP12.9K shares0.04%2026-03-312026-04-24

SCHX SCHWAB STRATEGIC TR19.6K shares0.02%2026-03-312026-04-24

ITA ISHARES TR2.3K shares0.00%2026-03-312026-04-24

NDAQ NASDAQ INC5.8K shares0.00%2026-03-312026-04-24

VTV VANGUARD INDEX FDS2.5K shares-18.28%2026-03-312026-04-24

FDN FIRST TR EXCHANGE-TRADED FD2.1K shares-1.90%2026-03-312026-04-24

Sponsored

OTIS OTIS WORLDWIDE CORP6.1K shares0.00%2026-03-312026-04-24

UNP UNION PAC CORP1.9K shares0.15%2026-03-312026-04-24

TT TRANE TECHNOLOGIES PLC1.1K shares0.00%2026-03-312026-04-24

UNH UNITEDHEALTH GROUP INC1.6K shares-5.43%2026-03-312026-04-24

MPC MARATHON PETE CORP1.8K shares0.39%2026-03-312026-04-24

STT STATE STR CORP3.4K shares0.00%2026-03-312026-04-24

PKW INVESCO EXCHANGE TRADED FD T3.2K shares0.03%2026-03-312026-04-24

UNM UNUM GROUP5.8K shares0.43%2026-03-312026-04-24

Sponsored

JEPQ J P MORGAN EXCHANGE TRADED F7.6K shares-28.58%2026-03-312026-04-24

LNG CHENIERE ENERGY INC1.5K shares8.18%2026-03-312026-04-24

GEV GE VERNOVA INC468 sharesnew addition2026-03-312026-04-24

MSTR STRATEGY INC3.2K shares3.27%2026-03-312026-04-24

VB VANGUARD INDEX FDS1.5K shares0.13%2026-03-312026-04-24

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.0K shares-3.30%2026-03-312026-04-24

KR KROGER CO5.2K sharesnew addition2026-03-312026-04-24

ALL ALLSTATE CORP1.8K sharesnew addition2026-03-312026-04-24

Sponsored

CMCSA COMCAST CORP NEW12.8K shares21.79%2026-03-312026-04-24

PFE PFIZER INC13.1K shares0.96%2026-03-312026-04-24

MET METLIFE INC5.0K shares-5.29%2026-03-312026-04-24

XLE SELECT SECTOR SPDR TR5.7K shares0.17%2026-03-312026-04-24

LHX L3HARRIS TECHNOLOGIES INC1.0K shares0.00%2026-03-312026-04-24

TRV TRAVELERS COMPANIES INC1.2K shares0.08%2026-03-312026-04-24

AXP AMERICAN EXPRESS CO1.2K shares-2.46%2026-03-312026-04-24

BK BANK NEW YORK MELLON CORP2.9K shares0.07%2026-03-312026-04-24

Sponsored

VIG VANGUARD SPECIALIZED FUNDS1.6K shares-1.57%2026-03-312026-04-24

PRU PRUDENTIAL FINL INC3.4K shares-3.37%2026-03-312026-04-24

IWS ISHARES TR2.3K shares-0.52%2026-03-312026-04-24

XLK SELECT SECTOR SPDR TR2.4K shares-6.84%2026-03-312026-04-24

UCO PROSHARES TR II8.2K sharesnew addition2026-03-312026-04-24

IMCG ISHARES TR4.1K shares2.55%2026-03-312026-04-24

TD TORONTO DOMINION BK ONT3.3K shares-3.96%2026-03-312026-04-24

PJP INVESCO EXCHANGE TRADED FD T2.9K shares-10.48%2026-03-312026-04-24

Sponsored

ILCV ISHARES TR3.2K shares0.40%2026-03-312026-04-24

FNLC FIRST BANCORP INC ME10.7K shares0.17%2026-03-312026-04-24

BITO PROSHARES TR31.6K shares-13.77%2026-03-312026-04-24

HDV ISHARES TR2.1K shares-13.90%2026-03-312026-04-24

AFL AFLAC INC2.6K shares-3.00%2026-03-312026-04-24

OKLO OKLO INC5.6K shares7.69%2026-03-312026-04-24

WM WASTE MGMT INC DEL1.2K shares-5.93%2026-03-312026-04-24

YUM YUM BRANDS INC1.7K shares0.17%2026-03-312026-04-24

Sponsored

EFA ISHARES TR2.8K sharesnew addition2026-03-312026-04-24

AMAT APPLIED MATLS INC772 sharesnew addition2026-03-312026-04-24

COF CAPITAL ONE FINL CORP1.4K sharesnew addition2026-03-312026-04-24

HIMS HIMS & HERS HEALTH INC12.7K shares-20.62%2026-03-312026-04-24

BRO BROWN & BROWN INC4.0K shares-3.66%2026-03-312026-04-24

MMM 3M CO1.8K shares0.06%2026-03-312026-04-24

COST COSTCO WHOLESALE CORPORATION256 shares-18.73%2026-03-312026-04-24

DRAFTKINGS INC NEW DRAFTKINGS INC NEW11.7K shares1.02%2026-03-312026-04-24

Sponsored

PAVE GLOBAL X FDS4.5K shares0.11%2026-03-312026-04-24

CMI CUMMINS INC423 shares0.24%2026-03-312026-04-24

GLW CORNING INC1.7K sharesnew addition2026-03-312026-04-24

IXUS ISHARES TR2.6K shares0.00%2026-03-312026-04-24

XHE SPDR SERIES TRUST2.8K shares-11.85%2026-03-312026-04-24

DKS DICKS SPORTING GOODS INC1.1K shares0.00%2026-03-312026-04-24

ZETA ZETA GLOBAL HOLDINGS CORP13.6K shares-6.84%2026-03-312026-04-24

THE CIGNA GROUP THE CIGNA GROUP808 shares-1.46%2026-03-312026-04-24

Sponsored

CITIGROUP INC CITIGROUP INC1.9K shares-2.37%2026-03-312026-04-24

CEG CONSTELLATION ENERGY CORP748 shares0.00%2026-03-312026-04-24

HIG HARTFORD INSURANCE GROUP INC1.5K shares0.07%2026-03-312026-04-24

EFG ISHARES TR1.8K shares0.00%2026-03-312026-04-24

SHW SHERWIN WILLIAMS CO629 shares-0.94%2026-03-312026-04-24

TXN TEXAS INSTRS INC1.0K sharesnew addition2026-03-312026-04-24

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T913 sharesnew addition2026-03-312026-04-24

WELL WELLTOWER INC741 sharesnew addition2026-03-312026-04-24

Sponsored

VANGUARD INDEX FDS

2.17%

Shares342.9K

Event2026-03-31

Filed2026-04-24

VEU

VANGUARD INTL EQUITY INDEX F

-0.32%

Shares1.3M

Event2026-03-31

Filed2026-04-24

XLG

INVESCO EXCHANGE TRADED FD T

6.84%

Shares1.6M

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

-0.54%

Shares297.1K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

-0.30%

Shares261.7K

Event2026-03-31

Filed2026-04-24

AVUV

AMERICAN CENTY ETF TR

-0.65%

Shares394.0K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

1.18%

Shares191.8K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

2.86%

Shares104.6K

Event2026-03-31

Filed2026-04-24

IMCB

ISHARES TR

1.03%

Shares432.4K

Event2026-03-31

Filed2026-04-24

MGK

VANGUARD WORLD FD

-0.95%

Shares95.8K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

-0.29%

Shares85.9K

Event2026-03-31

Filed2026-04-24

XLV

SELECT SECTOR SPDR TR

2.12%

Shares161.5K

Event2026-03-31

Filed2026-04-24

JBND

J P MORGAN EXCHANGE TRADED F

1.66%

Shares431.9K

Event2026-03-31

Filed2026-04-24

MGV

VANGUARD WORLD FD

-2.20%

Shares136.7K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

3.04%

Shares65.2K

Event2026-03-31

Filed2026-04-24

META

META PLATFORMS INC

1.05%

Shares31.7K

Event2026-03-31

Filed2026-04-24

FBTC

FIDELITY WISE ORIGIN BITCOIN

7.72%

Shares298.6K

Event2026-03-31

Filed2026-04-24

PLTR

PALANTIR TECHNOLOGIES INC

-0.35%

Shares84.3K

Event2026-03-31

Filed2026-04-24

LAM RESEARCH CORP

-3.07%

Shares56.6K

Event2026-03-31

Filed2026-04-24

XLF

SELECT SECTOR SPDR TR

4.88%

Shares226.1K

Event2026-03-31

Filed2026-04-24

TSLA

TESLA INC

2.78%

Shares27.3K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

-0.40%

Shares20.5K

Event2026-03-31

Filed2026-04-24

CVX

CHEVRON CORPORATION

5.82%

Shares41.0K

Event2026-03-31

Filed2026-04-24

WRB

BERKLEY W R CORP

-0.12%

Shares126.3K

Event2026-03-31

Filed2026-04-24

BROADCOM INC

2.29%

Shares26.4K

Event2026-03-31

Filed2026-04-24

SMH

VANECK ETF TRUST

5.44%

Shares18.0K

Event2026-03-31

Filed2026-04-24

BAC

BANK AMERICA CORP

-1.59%

Shares116.7K

Event2026-03-31

Filed2026-04-24

VYM

VANGUARD WHITEHALL FDS

-2.63%

Shares37.6K

Event2026-03-31

Filed2026-04-24

WMT

WALMART INC

-5.75%

Shares44.6K

Event2026-03-31

Filed2026-04-24

VISA INC

1.64%

Shares18.3K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

0.82%

Shares18.8K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

-3.68%

Shares31.7K

Event2026-03-31

Filed2026-04-24

PYLD

PIMCO ETF TR

200.46%

Shares204.5K

Event2026-03-31

Filed2026-04-24

JNJ

JOHNSON & JOHNSON

-0.80%

Shares21.7K

Event2026-03-31

Filed2026-04-24

ABBV

ABBVIE INC

-2.53%

Shares23.4K

Event2026-03-31

Filed2026-04-24

PHILIP MORRIS INTL INC

-2.40%

Shares30.6K

Event2026-03-31

Filed2026-04-24

ORCL

ORACLE CORP

1.32%

Shares34.0K

Event2026-03-31

Filed2026-04-24

IHI

ISHARES TR

-4.58%

Shares88.9K

Event2026-03-31

Filed2026-04-24

LLY

ELI LILLY & CO

-1.91%

Shares4.6K

Event2026-03-31

Filed2026-04-24

PROCTER & GAMBLE CO

16.86%

Shares26.5K

Event2026-03-31

Filed2026-04-24

SCHW

SCHWAB CHARLES CORP

-1.14%

Shares39.9K

Event2026-03-31

Filed2026-04-24

GOLDMAN SACHS GROUP INC

-2.15%

Shares4.3K

Event2026-03-31

Filed2026-04-24

TJX

TJX COS INC NEW

-0.88%

Shares21.3K

Event2026-03-31

Filed2026-04-24

MERCK & CO INC

-3.45%

Shares28.0K

Event2026-03-31

Filed2026-04-24

MDY

STATE STR SPDR S&P MIDCAP 40

-3.59%

Shares5.4K

Event2026-03-31

Filed2026-04-24

NFLX

NETFLIX INC.

3.96%

Shares32.5K

Event2026-03-31

Filed2026-04-24

RTX

RTX CORPORATION

8.38%

Shares16.2K

Event2026-03-31

Filed2026-04-24

UBER

UBER TECHNOLOGIES INC

1.06%

Shares42.1K

Event2026-03-31

Filed2026-04-24

ABT

ABBOTT LABORATORIES

-0.64%

Shares28.1K

Event2026-03-31

Filed2026-04-24

CRM

SALESFORCE INC

-4.06%

Shares15.1K

Event2026-03-31

Filed2026-04-24

MCD

MCDONALDS CORP

-1.55%

Shares9.0K

Event2026-03-31

Filed2026-04-24

OEF

ISHARES TR

-0.53%

Shares8.4K

Event2026-03-31

Filed2026-04-24

MASTERCARD INCORPORATED

4.25%

Shares4.3K

Event2026-03-31

Filed2026-04-24

IJR

ISHARES TR

-1.35%

Shares16.9K

Event2026-03-31

Filed2026-04-24

PDI

PIMCO DYNAMIC INCOME FD

-9.29%

Shares119.2K

Event2026-03-31

Filed2026-04-24

CAC

CAMDEN NATL CORP

-1.74%

Shares42.9K

Event2026-03-31

Filed2026-04-24

IBM

INTERNATIONAL BUSINESS MACHS

9.79%

Shares8.2K

Event2026-03-31

Filed2026-04-24

SPY

STATE STR SPDR S&P 500 ETF T

0.20%

Shares3.0K

Event2026-03-31

Filed2026-04-24

BLACKSTONE INC

0.79%

Shares16.9K

Event2026-03-31

Filed2026-04-24

JEPI

J P MORGAN EXCHANGE TRADED F

-5.90%

Shares33.9K

Event2026-03-31

Filed2026-04-24

BABA

ALIBABA GROUP HLDG LTD

-0.70%

Shares15.3K

Event2026-03-31

Filed2026-04-24

CCJ

CAMECO CORP

1.90%

Shares17.0K

Event2026-03-31

Filed2026-04-24

NEE

NEXTERA ENERGY INC

2.72%

Shares19.3K

Event2026-03-31

Filed2026-04-24

ALTRIA GROUP INC

-0.01%

Shares26.8K

Event2026-03-31

Filed2026-04-24

NUE

NUCOR CORP

0.01%

Shares9.7K

Event2026-03-31

Filed2026-04-24

PEP

PEPSICO INC

-3.59%

Shares10.3K

Event2026-03-31

Filed2026-04-24

CSCO

CISCO SYS INC

0.35%

Shares19.9K

Event2026-03-31

Filed2026-04-24

SHOP

SHOPIFY INC

-3.22%

Shares12.8K

Event2026-03-31

Filed2026-04-24

HOME DEPOT INC

-2.15%

Shares4.6K

Event2026-03-31

Filed2026-04-24

CAT

CATERPILLAR INC

-1.07%

Shares2.1K

Event2026-03-31

Filed2026-04-24

MTB

M & T BK CORP

-3.61%

Shares7.1K

Event2026-03-31

Filed2026-04-24

SBUX

STARBUCKS CORP

-4.89%

Shares16.0K

Event2026-03-31

Filed2026-04-24

INVESCO QQQ TR

-1.05%

Shares2.5K

Event2026-03-31

Filed2026-04-24

MICRON TECHNOLOGY INC

0.78%

Shares4.1K

Event2026-03-31

Filed2026-04-24

ADX

ADAMS DIVERSIFIED EQUITY FD

0.00%

Shares62.5K

Event2026-03-31

Filed2026-04-24

COCA COLA CO

1.41%

Shares17.7K

Event2026-03-31

Filed2026-04-24

CRWD

CROWDSTRIKE HLDGS INC

2.41%

Shares3.4K

Event2026-03-31

Filed2026-04-24

IVV

ISHARES TR

-1.70%

Shares2.0K

Event2026-03-31

Filed2026-04-24

NOC

NORTHROP GRUMMAN CORP

-1.03%

Shares1.8K

Event2026-03-31

Filed2026-04-24

EMXC

ISHARES INC

-8.42%

Shares14.7K

Event2026-03-31

Filed2026-04-24

EATON CORP PLC

0.10%

Shares3.0K

Event2026-03-31

Filed2026-04-24

BMY

BRISTOL-MYERS SQUIBB CO

-2.96%

Shares17.5K

Event2026-03-31

Filed2026-04-24

MDLZ

MONDELEZ INTL INC

-6.03%

Shares17.8K

Event2026-03-31

Filed2026-04-24

IDXX

IDEXX LABS INC

-1.47%

Shares1.8K

Event2026-03-31

Filed2026-04-24

DIS

DISNEY WALT CO

-3.72%

Shares10.4K

Event2026-03-31

Filed2026-04-24

NVS

NOVARTIS AG

-2.00%

Shares6.5K

Event2026-03-31

Filed2026-04-24

VANGUARD INTL EQUITY INDEX F

-0.45%

Shares7.1K

Event2026-03-31

Filed2026-04-24

IBB

ISHARES TR

-2.88%

Shares5.6K

Event2026-03-31

Filed2026-04-24

VERIZON COMMUNICATIONS INC

6.87%

Shares18.7K

Event2026-03-31

Filed2026-04-24

BLACKROCK INC

-8.28%

Shares975

Event2026-03-31

Filed2026-04-24

COP

CONOCOPHILLIPS

0.03%

Shares7.0K

Event2026-03-31

Filed2026-04-24

DEERE & CO

-8.89%

Shares1.6K

Event2026-03-31

Filed2026-04-24

VLO

VALERO ENERGY CORP

5.69%

Shares3.6K

Event2026-03-31

Filed2026-04-24

CRWV

COREWEAVE INC

196.98%

Shares11.5K

Event2026-03-31

Filed2026-04-24

NOW

SERVICENOW INC

-0.96%

Shares8.5K

Event2026-03-31

Filed2026-04-24

AMGN

AMGEN INC

4.48%

Shares2.4K

Event2026-03-31

Filed2026-04-24

CVS

CVS HEALTH CORP

187.35%

Shares11.8K

Event2026-03-31

Filed2026-04-24

PANW

PALO ALTO NETWORKS INC

5.00%

Shares5.3K

Event2026-03-31

Filed2026-04-24

XBI

SPDR SERIES TRUST

0.39%

Shares6.4K

Event2026-03-31

Filed2026-04-24

SOFI

SOFI TECHNOLOGIES INC

-1.40%

Shares51.4K

Event2026-03-31

Filed2026-04-24

PSX

PHILLIPS 66

1.73%

Shares4.2K

Event2026-03-31

Filed2026-04-24

AMD

ADVANCED MICRO DEVICES INC

-3.97%

Shares3.7K

Event2026-03-31

Filed2026-04-24

VUG

VANGUARD INDEX FDS

0.69%

Shares1.7K

Event2026-03-31

Filed2026-04-24

CHUBB LTD SWITZ

0.04%

Shares2.3K

Event2026-03-31

Filed2026-04-24

XHB

SPDR SERIES TRUST

-8.71%

Shares7.6K

Event2026-03-31

Filed2026-04-24

SOUTHERN CO

-9.98%

Shares7.6K

Event2026-03-31

Filed2026-04-24

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-24

CARR

CARRIER GLOBAL CORPORATION

0.02%

Shares12.6K

Event2026-03-31

Filed2026-04-24

LMT

LOCKHEED MARTIN CORP

6.02%

Shares1.2K

Event2026-03-31

Filed2026-04-24

GILD

GILEAD SCIENCES INC

0.10%

Shares4.9K

Event2026-03-31

Filed2026-04-24

BARRICK MNG CORP

5.45%

Shares15.9K

Event2026-03-31

Filed2026-04-24

ADBE

ADOBE INC

0.23%

Shares2.6K

Event2026-03-31

Filed2026-04-24

EES

WISDOMTREE TR

0.12%

Shares10.9K

Event2026-03-31

Filed2026-04-24

XLRE

SELECT SECTOR SPDR TR

-22.29%

Shares15.2K

Event2026-03-31

Filed2026-04-24

AT&T INC

68.80%

Shares21.0K

Event2026-03-31

Filed2026-04-24

QCOM

QUALCOMM INC

-9.40%

Shares4.6K

Event2026-03-31

Filed2026-04-24

LOW

LOWES COS INC

-0.51%

Shares2.5K

Event2026-03-31

Filed2026-04-24

MORGAN STANLEY

89.45%

Shares3.5K

Event2026-03-31

Filed2026-04-24

GE AEROSPACE

New

Shares2.0K

Event2026-03-31

Filed2026-04-24

WFC

WELLS FARGO & CO

0.29%

Shares7.0K

Event2026-03-31

Filed2026-04-24

SNOW

SNOWFLAKE INC

-4.93%

Shares3.6K

Event2026-03-31

Filed2026-04-24

BHB

BAR HBR BANKSHARES

-5.63%

Shares16.8K

Event2026-03-31

Filed2026-04-24

CSX

CSX CORP

0.04%

Shares12.9K

Event2026-03-31

Filed2026-04-24

SCHX

SCHWAB STRATEGIC TR

0.02%

Shares19.6K

Event2026-03-31

Filed2026-04-24

ITA

ISHARES TR

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-24

NDAQ

NASDAQ INC

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-24

VTV

VANGUARD INDEX FDS

-18.28%

Shares2.5K

Event2026-03-31

Filed2026-04-24

FDN

FIRST TR EXCHANGE-TRADED FD

-1.90%

Shares2.1K

Event2026-03-31

Filed2026-04-24

OTIS

OTIS WORLDWIDE CORP

0.00%

Shares6.1K

Event2026-03-31

Filed2026-04-24

UNP

UNION PAC CORP

0.15%

Shares1.9K

Event2026-03-31

Filed2026-04-24

TRANE TECHNOLOGIES PLC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-24

UNH

UNITEDHEALTH GROUP INC

-5.43%

Shares1.6K

Event2026-03-31

Filed2026-04-24

MPC

MARATHON PETE CORP

0.39%

Shares1.8K

Event2026-03-31

Filed2026-04-24

STT

STATE STR CORP

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-24

PKW

INVESCO EXCHANGE TRADED FD T

0.03%

Shares3.2K

Event2026-03-31

Filed2026-04-24

UNM

UNUM GROUP

0.43%

Shares5.8K

Event2026-03-31

Filed2026-04-24

JEPQ

J P MORGAN EXCHANGE TRADED F

-28.58%

Shares7.6K

Event2026-03-31

Filed2026-04-24

LNG

CHENIERE ENERGY INC

8.18%

Shares1.5K

Event2026-03-31

Filed2026-04-24

GEV

GE VERNOVA INC

New

Shares468

Event2026-03-31

Filed2026-04-24

MSTR

STRATEGY INC

3.27%

Shares3.2K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

0.13%

Shares1.5K

Event2026-03-31

Filed2026-04-24

DUKE ENERGY CORP NEW

-3.30%

Shares3.0K

Event2026-03-31

Filed2026-04-24

KROGER CO

New

Shares5.2K

Event2026-03-31

Filed2026-04-24

ALL

ALLSTATE CORP

New

Shares1.8K

Event2026-03-31

Filed2026-04-24

CMCSA

COMCAST CORP NEW

21.79%

Shares12.8K

Event2026-03-31

Filed2026-04-24

PFE

PFIZER INC

0.96%

Shares13.1K

Event2026-03-31

Filed2026-04-24

MET

METLIFE INC

-5.29%

Shares5.0K

Event2026-03-31

Filed2026-04-24

XLE

SELECT SECTOR SPDR TR

0.17%

Shares5.7K

Event2026-03-31

Filed2026-04-24

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-24

TRV

TRAVELERS COMPANIES INC

0.08%

Shares1.2K

Event2026-03-31

Filed2026-04-24

AXP

AMERICAN EXPRESS CO

-2.46%

Shares1.2K

Event2026-03-31

Filed2026-04-24

BANK NEW YORK MELLON CORP

0.07%

Shares2.9K

Event2026-03-31

Filed2026-04-24

VIG

VANGUARD SPECIALIZED FUNDS

-1.57%

Shares1.6K

Event2026-03-31

Filed2026-04-24

PRU

PRUDENTIAL FINL INC

-3.37%

Shares3.4K

Event2026-03-31

Filed2026-04-24

IWS

ISHARES TR

-0.52%

Shares2.3K

Event2026-03-31

Filed2026-04-24

XLK

SELECT SECTOR SPDR TR

-6.84%

Shares2.4K

Event2026-03-31

Filed2026-04-24

UCO

PROSHARES TR II

New

Shares8.2K

Event2026-03-31

Filed2026-04-24

IMCG

ISHARES TR

2.55%

Shares4.1K

Event2026-03-31

Filed2026-04-24

TORONTO DOMINION BK ONT

-3.96%

Shares3.3K

Event2026-03-31

Filed2026-04-24

PJP

INVESCO EXCHANGE TRADED FD T

-10.48%

Shares2.9K

Event2026-03-31

Filed2026-04-24

ILCV

ISHARES TR

0.40%

Shares3.2K

Event2026-03-31

Filed2026-04-24

FNLC

FIRST BANCORP INC ME

0.17%

Shares10.7K

Event2026-03-31

Filed2026-04-24

BITO

PROSHARES TR

-13.77%

Shares31.6K

Event2026-03-31

Filed2026-04-24

HDV

ISHARES TR

-13.90%

Shares2.1K

Event2026-03-31

Filed2026-04-24

AFL

AFLAC INC

-3.00%

Shares2.6K

Event2026-03-31

Filed2026-04-24

OKLO

OKLO INC

7.69%

Shares5.6K

Event2026-03-31

Filed2026-04-24

WASTE MGMT INC DEL

-5.93%

Shares1.2K

Event2026-03-31

Filed2026-04-24

YUM

YUM BRANDS INC

0.17%

Shares1.7K

Event2026-03-31

Filed2026-04-24

EFA

ISHARES TR

New

Shares2.8K

Event2026-03-31

Filed2026-04-24

AMAT

APPLIED MATLS INC

New

Shares772

Event2026-03-31

Filed2026-04-24

COF

CAPITAL ONE FINL CORP

New

Shares1.4K

Event2026-03-31

Filed2026-04-24

HIMS

HIMS & HERS HEALTH INC

-20.62%

Shares12.7K

Event2026-03-31

Filed2026-04-24

BRO

BROWN & BROWN INC

-3.66%

Shares4.0K

Event2026-03-31

Filed2026-04-24

MMM

3M CO

0.06%

Shares1.8K

Event2026-03-31

Filed2026-04-24

COST

COSTCO WHOLESALE CORPORATION

-18.73%

Shares256

Event2026-03-31

Filed2026-04-24

DRAFTKINGS INC NEW

1.02%

Shares11.7K

Event2026-03-31

Filed2026-04-24

PAVE

GLOBAL X FDS

0.11%

Shares4.5K

Event2026-03-31

Filed2026-04-24

CMI

CUMMINS INC

0.24%

Shares423

Event2026-03-31

Filed2026-04-24

GLW

CORNING INC

New

Shares1.7K

Event2026-03-31

Filed2026-04-24

IXUS

ISHARES TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-24

XHE

SPDR SERIES TRUST

-11.85%

Shares2.8K

Event2026-03-31

Filed2026-04-24

DKS

DICKS SPORTING GOODS INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-24

ZETA

ZETA GLOBAL HOLDINGS CORP

-6.84%

Shares13.6K

Event2026-03-31

Filed2026-04-24

THE CIGNA GROUP

-1.46%

Shares808

Event2026-03-31

Filed2026-04-24

CITIGROUP INC

-2.37%

Shares1.9K

Event2026-03-31

Filed2026-04-24

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares748

Event2026-03-31

Filed2026-04-24

HIG

HARTFORD INSURANCE GROUP INC

0.07%

Shares1.5K

Event2026-03-31

Filed2026-04-24

EFG

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-24

SHW

SHERWIN WILLIAMS CO

-0.94%

Shares629

Event2026-03-31

Filed2026-04-24

TXN

TEXAS INSTRS INC

New

Shares1.0K

Event2026-03-31

Filed2026-04-24

INVESCO EXCHANGE TRADED FD T

New

Shares913

Event2026-03-31

Filed2026-04-24

WELL

WELLTOWER INC

New

Shares741

Event2026-03-31

Filed2026-04-24

Call Option Holdings

INVESCO EXCHANGE TRADED FD T Call CallINVESCO EXCHANGE TRADED FD T2.5K sharesnew addition2026-03-312026-04-24

BROADCOM INC Call CallBROADCOM INC1.0K sharesnew addition2026-03-312026-04-24

PFE Call CallPFIZER INC8.5K shares-39.72%2026-03-312026-04-24

XLE Call CallSELECT SECTOR SPDR TR3.7K sharesnew addition2026-03-312026-04-24

CRM Call CallSALESFORCE INC1.1K sharesnew addition2026-03-312026-04-24

XOM Call CallEXXON MOBIL CORP1.2K sharesnew addition2026-03-312026-04-24

CSCO Call CallCISCO SYS INC2.0K sharesnew addition2026-03-312026-04-24

RIG Call CallTRANSOCEAN LTD21.0K sharesnew addition2026-03-312026-04-24

WELL Call CallWELLTOWER INC600 sharesnew addition2026-03-312026-04-24

GE AEROSPACE Call CallGE AEROSPACE400 sharesnew addition2026-03-312026-04-24

NVDA Call CallNVIDIA CORPORATION300 sharesnew addition2026-03-312026-04-24

CSX Call CallCSX CORP700 sharesnew addition2026-03-312026-04-24

CVX Call CallCHEVRON CORPORATION100 sharesnew addition2026-03-312026-04-24

NFLX Call CallNETFLIX INC.200 sharesnew addition2026-03-312026-04-24

SOFI Call CallSOFI TECHNOLOGIES INC1.0K sharesnew addition2026-03-312026-04-24

XBI Call CallSPDR SERIES TRUST100 sharesnew addition2026-03-312026-04-24

NOW Call CallSERVICENOW INC100 sharesnew addition2026-03-312026-04-24

INVESCO EXCHANGE TRADED FD T Call

INVESCO EXCHANGE TRADED FD T

New

Shares2.5K

Event2026-03-31

Filed2026-04-24

BROADCOM INC Call

BROADCOM INC

New

Shares1.0K

Event2026-03-31

Filed2026-04-24

PFE Call

PFIZER INC

-39.72%

Shares8.5K

Event2026-03-31

Filed2026-04-24

XLE Call

SELECT SECTOR SPDR TR

New

Shares3.7K

Event2026-03-31

Filed2026-04-24

CRM Call

SALESFORCE INC

New

Shares1.1K

Event2026-03-31

Filed2026-04-24

XOM Call

EXXON MOBIL CORP

New

Shares1.2K

Event2026-03-31

Filed2026-04-24

CSCO Call

CISCO SYS INC

New

Shares2.0K

Event2026-03-31

Filed2026-04-24

RIG Call

TRANSOCEAN LTD

New

Shares21.0K

Event2026-03-31

Filed2026-04-24

WELL Call

WELLTOWER INC

New

Shares600

Event2026-03-31

Filed2026-04-24

GE AEROSPACE Call

GE AEROSPACE

New

Shares400

Event2026-03-31

Filed2026-04-24

NVDA Call

NVIDIA CORPORATION

New

Shares300

Event2026-03-31

Filed2026-04-24

CSX Call

CSX CORP

New

Shares700

Event2026-03-31

Filed2026-04-24

CVX Call

CHEVRON CORPORATION

New

Shares100

Event2026-03-31

Filed2026-04-24

NFLX Call

NETFLIX INC.

New

Shares200

Event2026-03-31

Filed2026-04-24

SOFI Call

SOFI TECHNOLOGIES INC

New

Shares1.0K

Event2026-03-31

Filed2026-04-24

XBI Call

SPDR SERIES TRUST

New

Shares100

Event2026-03-31

Filed2026-04-24

NOW Call

SERVICENOW INC

New

Shares100

Event2026-03-31

Filed2026-04-24

Put Option Holdings

OKLO Put PutOKLO INC3.0K sharesnew addition2026-03-312026-04-24

NVDA Put PutNVIDIA CORPORATION500 sharesnew addition2026-03-312026-04-24

AMD Put PutADVANCED MICRO DEVICES INC400 sharesnew addition2026-03-312026-04-24

OKLO Put

OKLO INC

New

Shares3.0K

Event2026-03-31

Filed2026-04-24

NVDA Put

NVIDIA CORPORATION

New

Shares500

Event2026-03-31

Filed2026-04-24

AMD Put

ADVANCED MICRO DEVICES INC

New

Shares400

Event2026-03-31

Filed2026-04-24