The Analysis of MEANS INVESTMENT CO., INC.'s Holdings
Currently, MEANS INVESTMENT CO., INC. holds 188 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in IMCB (+92.0K shares, valued at $7.6M), VOO (+9.3K shares, valued at $5.7M), VEU (+70.1K shares, valued at $5.0M); decreased their positions in MDY (-8.5K shares, valued at $5.0M), AAPL (-16.7K shares, valued at $4.3M), NVDA (-15.7K shares, valued at $2.9M); initiated new positions in CCJ (+13.3K shares, valued at $1.1M), COF (+1.3K shares, valued at $271.3K), PAVE (+4.5K shares, valued at $215.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS313.3K shares3.06%2025-09-302025-11-06
VEU VANGUARD INTL EQUITY INDEX F1.2M shares6.01%2025-09-302025-11-06 XLG INVESCO EXCHANGE TRADED FD T1.4M shares2.60%2025-09-302025-11-06 AAPL APPLE INC303.4K shares-5.22%2025-09-302025-11-06 MSFT MICROSOFT CORP99.6K shares-1.04%2025-09-302025-11-06 NVDA NVIDIA CORPORATION259.3K shares-5.70%2025-09-302025-11-06 AMZN AMAZON COM INC190.5K shares-2.42%2025-09-302025-11-06 MGK VANGUARD WORLD FD98.7K shares-6.85%2025-09-302025-11-06 AVUV AMERICAN CENTY ETF TR388.5K shares7.83%2025-09-302025-11-06 IMCB ISHARES TR411.0K shares28.83%2025-09-302025-11-06 XLRE SELECT SECTOR SPDR TR686.4K shares13.44%2025-09-302025-11-06 XLV SELECT SECTOR SPDR TR165.5K shares16.09%2025-09-302025-11-06 META META PLATFORMS INC30.3K shares-3.64%2025-09-302025-11-06 GOOG ALPHABET INC89.6K shares-5.08%2025-09-302025-11-06 JBND J P MORGAN EXCHANGE TRADED F400.0K shares9.86%2025-09-302025-11-06 JPM JPMORGAN CHASE & CO.64.6K shares0.93%2025-09-302025-11-06 MGV VANGUARD WORLD FD144.4K shares-11.64%2025-09-302025-11-06 PLTR PALANTIR TECHNOLOGIES INC86.8K shares-1.28%2025-09-302025-11-06 TSLA TESLA INC26.6K shares0.54%2025-09-302025-11-06 XLF SELECT SECTOR SPDR TR208.7K shares15.26%2025-09-302025-11-06 BRK.B BERKSHIRE HATHAWAY INC DEL20.9K shares3.77%2025-09-302025-11-06 WRB BERKLEY W R CORP126.5K shares0.00%2025-09-302025-11-06 ORCL ORACLE CORP33.9K shares0.32%2025-09-302025-11-06 AVGO BROADCOM INC24.2K shares17.92%2025-09-302025-11-06 LRCX LAM RESEARCH CORP59.1K shares-3.78%2025-09-302025-11-06 CVX CHEVRON CORP NEW42.5K shares-2.84%2025-09-302025-11-06 BAC BANK AMERICA CORP119.3K shares-2.93%2025-09-302025-11-06 V VISA INC17.8K shares2.73%2025-09-302025-11-06 ABBV ABBVIE INC25.5K shares-5.12%2025-09-302025-11-06 IHI ISHARES TR94.9K shares-7.32%2025-09-302025-11-06 VYM VANGUARD WHITEHALL FDS39.0K shares-11.26%2025-09-302025-11-06 PM PHILIP MORRIS INTL INC31.6K shares-1.10%2025-09-302025-11-06 SMH VANECK ETF TRUST15.3K shares-8.73%2025-09-302025-11-06 WMT WALMART INC47.9K shares-7.73%2025-09-302025-11-06 GOOGL ALPHABET INC18.6K shares-8.23%2025-09-302025-11-06 JNJ JOHNSON & JOHNSON23.5K shares0.56%2025-09-302025-11-06 CRM SALESFORCE INC17.7K shares-14.46%2025-09-302025-11-06 PG PROCTER AND GAMBLE CO27.0K shares-1.72%2025-09-302025-11-06 UBER UBER TECHNOLOGIES INC41.4K shares-5.86%2025-09-302025-11-06 SCHW SCHWAB CHARLES CORP42.3K shares-5.69%2025-09-302025-11-06 LLY ELI LILLY & CO5.2K shares4.16%2025-09-302025-11-06 ABT ABBOTT LABS29.2K shares-2.49%2025-09-302025-11-06 XOM EXXON MOBIL CORP33.1K shares4.36%2025-09-302025-11-06 MDY SPDR S&P MIDCAP 400 ETF TR6.0K shares-58.67%2025-09-302025-11-06 GS GOLDMAN SACHS GROUP INC4.4K shares-10.92%2025-09-302025-11-06 TJX TJX COS INC NEW21.5K shares0.04%2025-09-302025-11-06 NFLX NETFLIX INC2.5K shares74.47%2025-09-302025-11-06 BX BLACKSTONE INC16.7K shares0.38%2025-09-302025-11-06 OEF ISHARES TR8.4K shares-14.93%2025-09-302025-11-06 BABA ALIBABA GROUP HLDG LTD15.5K shares-8.40%2025-09-302025-11-06 MCD MCDONALDS CORP9.0K shares-6.79%2025-09-302025-11-06 RTX RTX CORPORATION15.9K shares8.95%2025-09-302025-11-06 JEPI J P MORGAN EXCHANGE TRADED F45.0K shares-10.46%2025-09-302025-11-06 PDI PIMCO DYNAMIC INCOME FD129.6K shares-9.76%2025-09-302025-11-06 MRK MERCK & CO INC29.2K shares-0.59%2025-09-302025-11-06 IBM INTERNATIONAL BUSINESS MACHS8.2K shares-1.75%2025-09-302025-11-06 MA MASTERCARD INCORPORATED4.0K shares11.52%2025-09-302025-11-06 IJR ISHARES TR17.8K shares-7.58%2025-09-302025-11-06 SPY SPDR S&P 500 ETF TR3.1K shares-5.13%2025-09-302025-11-06 SHOP SHOPIFY INC13.1K shares-5.65%2025-09-302025-11-06 HD HOME DEPOT INC4.7K shares1.11%2025-09-302025-11-06 MO ALTRIA GROUP INC27.0K shares0.17%2025-09-302025-11-06 CAC CAMDEN NATL CORP44.1K shares-0.76%2025-09-302025-11-06 CRWD CROWDSTRIKE HLDGS INC3.4K shares-9.12%2025-09-302025-11-06 NOW SERVICENOW INC1.7K shares-12.88%2025-09-302025-11-06 ADX ADAMS DIVERSIFIED EQUITY FD71.4K shares0.00%2025-09-302025-11-06 SBUX STARBUCKS CORP18.6K shares-6.11%2025-09-302025-11-06 PEP PEPSICO INC11.1K shares-3.99%2025-09-302025-11-06 MTB M & T BK CORP7.8K shares-0.60%2025-09-302025-11-06 QQQ INVESCO QQQ TR2.5K shares-5.34%2025-09-302025-11-06 DIS DISNEY WALT CO12.9K shares-2.29%2025-09-302025-11-06 NEE NEXTERA ENERGY INC19.6K shares-1.38%2025-09-302025-11-06 HIMS HIMS & HERS HEALTH INC25.6K shares-24.61%2025-09-302025-11-06 IVV ISHARES TR2.1K shares-6.76%2025-09-302025-11-06 CSCO CISCO SYS INC20.9K shares-0.80%2025-09-302025-11-06 SOFI SOFI TECHNOLOGIES INC51.4K shares-5.04%2025-09-302025-11-06 BLK BLACKROCK INC1.1K shares-0.44%2025-09-302025-11-06 NUE NUCOR CORP9.6K shares0.01%2025-09-302025-11-06 EMXC ISHARES INC19.1K shares-12.45%2025-09-302025-11-06 MDLZ MONDELEZ INTL INC19.9K shares-4.79%2025-09-302025-11-06 NOC NORTHROP GRUMMAN CORP2.0K shares-10.56%2025-09-302025-11-06 IDXX IDEXX LABS INC1.8K shares-11.39%2025-09-302025-11-06 KO COCA COLA CO17.4K shares-0.10%2025-09-302025-11-06 ETN EATON CORP PLC3.0K shares-4.55%2025-09-302025-11-06 CCJ CAMECO CORP13.3K sharesnew addition2025-09-302025-11-06 DE DEERE & CO2.4K shares-10.24%2025-09-302025-11-06 CAT CATERPILLAR INC2.3K shares0.18%2025-09-302025-11-06 PANW PALO ALTO NETWORKS INC5.1K shares-11.22%2025-09-302025-11-06 XHB SPDR SERIES TRUST9.3K shares-1.46%2025-09-302025-11-06 MSTR STRATEGY INC3.2K shares-0.69%2025-09-302025-11-06 VT VANGUARD INTL EQUITY INDEX F7.2K shares-9.98%2025-09-302025-11-06 BMY BRISTOL-MYERS SQUIBB CO21.6K shares-4.61%2025-09-302025-11-06 QCOM QUALCOMM INC5.6K shares-0.85%2025-09-302025-11-06 SO SOUTHERN CO9.8K shares-1.28%2025-09-302025-11-06 ADBE ADOBE INC2.6K shares0.00%2025-09-302025-11-06 CVS CVS HEALTH CORP11.9K shares0.21%2025-09-302025-11-06 SNOW SNOWFLAKE INC3.9K shares-2.22%2025-09-302025-11-06 IBB ISHARES TR6.1K shares-7.69%2025-09-302025-11-06 VZ VERIZON COMMUNICATIONS INC19.9K shares-0.54%2025-09-302025-11-06 NVS NOVARTIS AG6.6K shares-7.38%2025-09-302025-11-06 VUG VANGUARD INDEX FDS1.7K shares-0.35%2025-09-302025-11-06 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-11-06 CARR CARRIER GLOBAL CORPORATION12.6K shares-0.10%2025-09-302025-11-06 JEPQ J P MORGAN EXCHANGE TRADED F12.6K shares-6.42%2025-09-302025-11-06 BHB BAR HBR BANKSHARES23.6K shares-9.74%2025-09-302025-11-06 MU MICRON TECHNOLOGY INC4.3K shares-11.67%2025-09-302025-11-06 PYLD PIMCO ETF TR25.0K shares50.91%2025-09-302025-11-06 LOW LOWES COS INC2.6K shares-4.96%2025-09-302025-11-06 COP CONOCOPHILLIPS7.0K shares0.03%2025-09-302025-11-06 GILD GILEAD SCIENCES INC5.9K shares-2.45%2025-09-302025-11-06 AMGN AMGEN INC2.3K shares0.61%2025-09-302025-11-06 CB CHUBB LIMITED2.3K shares0.04%2025-09-302025-11-06 AMD ADVANCED MICRO DEVICES INC4.0K shares0.00%2025-09-302025-11-06 OKLO OKLO INC5.8K shares29.54%2025-09-302025-11-06 UNH UNITEDHEALTH GROUP INC1.8K shares-57.58%2025-09-302025-11-06 FDN FIRST TR EXCHANGE-TRADED FD2.2K shares-7.88%2025-09-302025-11-06 XBI SPDR SERIES TRUST6.2K shares-15.29%2025-09-302025-11-06 EES WISDOMTREE TR10.9K shares-15.25%2025-09-302025-11-06 VTV VANGUARD INDEX FDS3.2K shares0.53%2025-09-302025-11-06 T AT&T INC21.1K shares0.18%2025-09-302025-11-06 VLO VALERO ENERGY CORP3.4K shares0.15%2025-09-302025-11-06 WFC WELLS FARGO CO NEW7.0K shares-1.37%2025-09-302025-11-06 PSX PHILLIPS 664.2K shares-3.85%2025-09-302025-11-06 OTIS OTIS WORLDWIDE CORP6.1K shares0.02%2025-09-302025-11-06 LMT LOCKHEED MARTIN CORP1.1K shares0.65%2025-09-302025-11-06 PRU PRUDENTIAL FINL INC5.2K shares-19.14%2025-09-302025-11-06 MS MORGAN STANLEY3.3K shares43.00%2025-09-302025-11-06 NDAQ NASDAQ INC5.8K shares0.00%2025-09-302025-11-06 BITO PROSHARES TR25.2K shares27.87%2025-09-302025-11-06 B BARRICK MNG CORP15.1K shares-8.59%2025-09-302025-11-06 SCHX SCHWAB STRATEGIC TR18.6K shares0.00%2025-09-302025-11-06 ITA ISHARES TR2.3K shares-0.09%2025-09-302025-11-06 DKNG DRAFTKINGS INC NEW12.6K shares0.00%2025-09-302025-11-06 MET METLIFE INC5.6K shares-0.55%2025-09-302025-11-06 UNP UNION PAC CORP2.0K shares-9.04%2025-09-302025-11-06 CSX CSX CORP12.9K shares0.04%2025-09-302025-11-06 TT TRANE TECHNOLOGIES PLC1.1K shares0.00%2025-09-302025-11-06 XLB SELECT SECTOR SPDR TR5.0K shares0.46%2025-09-302025-11-06 UNM UNUM GROUP5.7K shares0.47%2025-09-302025-11-06 PKW INVESCO EXCHANGE TRADED FD T3.2K shares0.03%2025-09-302025-11-06 STT STATE STR CORP3.4K shares0.00%2025-09-302025-11-06 AXP AMERICAN EXPRESS CO1.2K shares-1.17%2025-09-302025-11-06 BRO BROWN & BROWN INC4.2K shares0.02%2025-09-302025-11-06 XLK SELECT SECTOR SPDR TR1.4K shares-0.65%2025-09-302025-11-06 ALL ALLSTATE CORP1.8K shares0.11%2025-09-302025-11-06 CMCSA COMCAST CORP NEW12.2K shares-0.25%2025-09-302025-11-06 DUK DUKE ENERGY CORP NEW3.1K shares-2.04%2025-09-302025-11-06 VB VANGUARD INDEX FDS1.5K shares0.13%2025-09-302025-11-06 IMCG ISHARES TR4.4K shares-5.41%2025-09-302025-11-06 MPC MARATHON PETE CORP1.9K shares0.38%2025-09-302025-11-06 VIG VANGUARD SPECIALIZED FUNDS1.6K shares-21.02%2025-09-302025-11-06 HDV ISHARES TR2.8K shares-4.83%2025-09-302025-11-06 TRV TRAVELERS COMPANIES INC1.2K shares0.08%2025-09-302025-11-06 XHE SPDR SERIES TRUST4.2K shares-14.88%2025-09-302025-11-06 BK BANK NEW YORK MELLON CORP3.0K shares-2.17%2025-09-302025-11-06 COST COSTCO WHSL CORP NEW354 shares-21.51%2025-09-302025-11-06 IWS ISHARES TR2.3K shares-5.63%2025-09-302025-11-06 LNG CHENIERE ENERGY INC1.3K shares-4.34%2025-09-302025-11-06 LHX L3HARRIS TECHNOLOGIES INC1.0K shares0.00%2025-09-302025-11-06 PJP INVESCO EXCHANGE TRADED FD T3.3K shares0.15%2025-09-302025-11-06 AFL AFLAC INC2.7K shares0.00%2025-09-302025-11-06 FNLC FIRST BANCORP INC ME11.2K shares40.65%2025-09-302025-11-06 ZETA ZETA GLOBAL HOLDINGS CORP14.6K shares0.00%2025-09-302025-11-06 ILCV ISHARES TR3.2K shares0.47%2025-09-302025-11-06 TD TORONTO DOMINION BK ONT3.5K shares-2.64%2025-09-302025-11-06 MMM 3M CO1.8K shares0.06%2025-09-302025-11-06 WM WASTE MGMT INC DEL1.2K shares0.16%2025-09-302025-11-06 COF CAPITAL ONE FINL CORP1.3K sharesnew addition2025-09-302025-11-06 COIN COINBASE GLOBAL INC784 shares-1.01%2025-09-302025-11-06 YUM YUM BRANDS INC1.7K shares0.17%2025-09-302025-11-06 WY WEYERHAEUSER CO MTN BE10.3K shares1.30%2025-09-302025-11-06 XLE SELECT SECTOR SPDR TR2.9K shares0.21%2025-09-302025-11-06 CI THE CIGNA GROUP856 shares0.47%2025-09-302025-11-06 CEG CONSTELLATION ENERGY CORP747 shares-4.84%2025-09-302025-11-06 IXUS ISHARES TR3.0K shares0.00%2025-09-302025-11-06 TXN TEXAS INSTRS INC1.3K shares0.68%2025-09-302025-11-06 DKS DICKS SPORTING GOODS INC1.1K shares-11.57%2025-09-302025-11-06 KR KROGER CO3.6K shares0.00%2025-09-302025-11-06 HIG HARTFORD INSURANCE GROUP INC1.8K shares0.06%2025-09-302025-11-06 CHTR CHARTER COMMUNICATIONS INC N844 shares0.00%2025-09-302025-11-06 KMB KIMBERLY-CLARK CORP1.8K shares-1.67%2025-09-302025-11-06 PFE PFIZER INC8.6K shares-41.53%2025-09-302025-11-06 SHW SHERWIN WILLIAMS CO627 shares-20.63%2025-09-302025-11-06 PAVE GLOBAL X FDS4.5K sharesnew addition2025-09-302025-11-06 ES EVERSOURCE ENERGY3.0K sharesnew addition2025-09-302025-11-06 SYY SYSCO CORP2.5K sharesnew addition2025-09-302025-11-06 EFG ISHARES TR1.8K shares0.00%2025-09-302025-11-06 UP WHEELS UP EXPERIENCE INC12.0K sharesnew addition2025-09-302025-11-06 Call Option Holdings
Put Option Holdings
No put option holdings data available