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13F-HR filed by MEANS INVESTMENT CO., INC.

MEANS INVESTMENT CO., INC. filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-24, with 205 holding rows worth $960,681,598.

Accession
0000701516-25-000001
Filed
2025-01-24
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 206 entries on the cover page, a total value of $960,681,598 stated on the cover page (in dollars after the unit check, H1), rows summing to $960,681,598 with VALUE read as dollars as filed, 13F file number 028-19471. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Apple Inc037833100COM366,044$91,664,863dollars as filed
Vanguard Mega Cap Growth ETF921910816SHS262,363$90,098,143dollars as filed
Vanguard S&P 500 ETF922908363COM139,841$75,347,610dollars as filed
VANGUARD MORNINGSTAR MEGA CAP VALUE ETF921910840ETF506,470$63,263,108dollars as filed
Amazon.com, Inc023135106COM238,207$52,260,284dollars as filed
Microsoft Corp594918104COM105,645$44,529,197dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS761,823$43,736,231dollars as filed
NVIDIA Corp67066G104COM244,291$32,805,841dollars as filed
META PLATFORMS INC CL A30303M102COM42,183$24,698,821dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM119,480$22,753,703dollars as filed
JPMorgan Chase & Co46625H100COM81,220$19,469,219dollars as filed
Real Estate Select Sector SPDR Fund81369Y860SHS447,698$18,207,869dollars as filed
JPMORGAN ACTIVE BOND ETF46654Q716COM347,346$18,148,843dollars as filed
Salesforce.com, Inc79466L302COM41,755$13,960,051dollars as filed
Avantis US Small Cap Value ETF025072877SHS139,845$13,499,277dollars as filed
Berkshire Hathaway Inc084670702COM28,274$12,815,993dollars as filed
ISHARES TR464288208MRGSTR MD CP ETF157,560$11,998,206dollars as filed
SPDR SER TR78464A870S&P BIOTECH106,773$9,615,937dollars as filed
Lam Research Corporation512807306COM132,701$9,584,984dollars as filed
iShares U.S. Medical Devices ETF464288810SHS151,385$8,833,329dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS14,468$8,240,613dollars as filed
Vanguard High Dividend Yield ETF921946406SHS63,617$8,116,839dollars as filed
Charles Schwab Corp808513105COM107,759$7,975,256dollars as filed
Chevron Corporation166764100COM54,765$7,932,090dollars as filed
Visa Inc92826C839COM24,440$7,723,995dollars as filed
BERKLEY W R CORP COM084423102Stock126,461$7,400,494dollars as filed
Palantir Technologies Inc. Class A69608A108COM95,942$7,256,056dollars as filed
Tesla Motors, Inc88160R101COM16,766$6,770,913dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS47,618$6,550,800dollars as filed
Bank of America Corp060505104COM143,123$6,290,274dollars as filed
Walmart Inc.931142103COM69,362$6,266,848dollars as filed
Uber Technologies90353T100COM97,881$5,904,162dollars as filed
Oracle Corporation68389X105COM35,215$5,868,155dollars as filed
INVESCO S&P 500 TOP 50 ETF46137V233ETF103,715$5,181,593dollars as filed
AbbVie,Inc.00287Y109COM27,679$4,918,646dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS42,067$4,846,970dollars as filed
VANECK ETF TRUST92189F676COM19,399$4,697,804dollars as filed
ISHARES INC46434G764MSCI EMRG CHN82,644$4,582,592dollars as filed
Goldman Sachs Group,Inc.38141G104COM7,792$4,461,576dollars as filed
NOVO-NORDISK A S ADR670100205ADR50,140$4,313,017dollars as filed
Procter & Gamble Co742718109COM24,857$4,167,340dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF69,944$4,023,864dollars as filed
PIMCO DYNAMIC INCOME FD72201Y101SHS215,856$3,958,791dollars as filed
Philip Morris International Inc.718172109COM32,757$3,942,272dollars as filed
Johnson & Johnson478160104COM26,442$3,823,999dollars as filed
Abbott Laboratories002824100COM32,426$3,667,713dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM19,339$3,660,922dollars as filed
BLACKSTONE INC09260D107COM20,832$3,591,772dollars as filed
McDonalds Corporation580135101COM11,809$3,423,376dollars as filed
Merck & Co.,Inc.58933Y105COM30,645$3,048,538dollars as filed
TJX Companies Inc872540109COM24,133$2,915,473dollars as filed
ServiceNow,Inc.81762P102COM2,542$2,694,493dollars as filed
Eli Lilly and Company532457108COM3,221$2,486,899dollars as filed
UnitedHealth Group Inc91324P102COM4,862$2,459,342dollars as filed
SPY78462F103SHS4,182$2,451,213dollars as filed
EXXON MOBIL CORP30231G102COM20,876$2,245,585dollars as filed
BlackRock,Inc.09290D101COM2,145$2,199,007dollars as filed
Starbucks Corporation855244109COM23,836$2,175,037dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock4,381$2,055,869dollars as filed
Home Depot, Inc437076102COM5,233$2,035,738dollars as filed
Walt Disney Co254687106COM17,973$2,001,276dollars as filed
CAMDEN NATIONAL CORP133034108COMMON STOCK45,551$1,946,839dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS21,576$1,829,436dollars as filed
International Business Machines Corporation459200101COM8,229$1,809,045dollars as filed
Mondelez International,Inc. Class A609207105COM29,553$1,765,183dollars as filed
Raytheon Technologies Corporation75513E101COM14,981$1,733,642dollars as filed
Vanguard Total World Stock ETF922042742SHS14,713$1,728,493dollars as filed
Pfizer Inc.717081103COM64,973$1,723,744dollars as filed
Bristol-Myers Squibb Company110122108COM29,845$1,688,048dollars as filed
PepsiCo,Inc.713448108COM10,911$1,659,190dollars as filed
Broadcom Inc.11135F101COM7,010$1,625,295dollars as filed
Altria Group Inc02209S103COM29,501$1,542,597dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS14,175$1,507,237dollars as filed
NextEra Energy,Inc.65339F101COM20,992$1,504,895dollars as filed
Cisco Systems,Inc.17275R102COM25,319$1,498,888dollars as filed
Netflix, Inc64110L106COM1,619$1,443,036dollars as filed
PRUDENTIAL FINL INC COM744320102Stock11,935$1,414,598dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM4,125$1,411,325dollars as filed
IDEXX LABS INC COM45168D104Stock3,334$1,378,403dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS2,327$1,369,712dollars as filed
ISHARES TR464287556ISHARES BIOTECH10,320$1,364,376dollars as filed
Deere & Company244199105COM3,152$1,335,599dollars as filed
SPDR S&P Homebuilders ETF78464A888SHS12,194$1,274,229dollars as filed
NIKE,Inc. Class B654106103COM16,790$1,270,469dollars as filed
HIMS & HERS HEALTH INC433000106COM CL A50,040$1,209,975dollars as filed
INVESCO QQQ TR46090E103COM2,343$1,197,676dollars as filed
Adobe Inc00724F101COM2,651$1,178,847dollars as filed
Coca-Cola Company191216100COM18,884$1,175,732dollars as filed
Southern Company842587107COM13,991$1,151,736dollars as filed
PALO ALTO NETWORKS INC697435105COM6,059$1,102,450dollars as filed
NUCOR CORP COM670346105Stock9,443$1,102,089dollars as filed
Qualcomm Incorporated747525103COM7,141$1,096,943dollars as filed
Eaton Corp. PlcG29183103COM3,252$1,079,376dollars as filed
SPDR SERIES TRUST78464A581ST STR SP HCEQ11,672$1,033,099dollars as filed
SNOWFLAKE INC COM SHS833445109Stock6,571$1,014,600dollars as filed
Caterpillar Inc.149123101COM2,709$982,755dollars as filed
MasterCard, Inc57636Q104COM1,834$965,627dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS19,865$960,068dollars as filed
FIRST TR EXCHANGE-TRADED FD33733E302DJ INTERNT IDX3,910$950,802dollars as filed
STRATEGY INC CL A NEW594972408Stock3,159$914,829dollars as filed
Lowes Companies,Inc.548661107COM3,700$913,141dollars as filed
BAR HBR BANKSHARES066849100COM29,842$912,580dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock12,909$881,194dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q203NASDAQ EQT PREM15,575$878,136dollars as filed
SOFI TECHNOLOGIES INC COM83406F102Stock51,052$786,208dollars as filed
ConocoPhillips20825C104COM7,839$777,367dollars as filed
M & T BK CORP COM55261F104Stock4,128$776,044dollars as filed
Verizon Communications Inc92343V104COM19,021$760,650dollars as filed
WISDOMTREE TR97717W562US SMALLCAP FUND13,621$734,739dollars as filed
Vanguard Growth922908736COM1,786$733,032dollars as filed
METLIFE INC COM59156R108Stock8,811$721,481dollars as filed
NOVARTIS AG SPONSORED ADR66987V109ADR7,306$710,941dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A1$680,920dollars as filed
Chubb LimitedH1467J104COM2,301$635,712dollars as filed
Lockheed Martin Corporation539830109COM1,290$626,723dollars as filed
Amgen Inc.031162100COM2,359$614,803dollars as filed
INVESCO EXCHANGE TRADED FD T46137V308BUYBACK ACHIEV5,148$592,682dollars as filed
Gilead Sciences,Inc.375558103COM6,238$576,204dollars as filed
OTIS WORLDWIDE CORP COM68902V107Stock6,190$573,258dollars as filed
Vanguard Value ETF922908744SHS3,239$548,288dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS22,976$532,588dollars as filed
Union Pacific Corporation907818108COM2,329$531,215dollars as filed
PHILLIPS 66 COM718546104Stock4,651$529,840dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock1,341$495,151dollars as filed
UNUM GROUP COM91529Y106Stock6,732$491,658dollars as filed
American Express Company025816109COM1,642$487,357dollars as filed
Wells Fargo & Company949746101COM6,866$482,276dollars as filed
Vanguard Small-Cap ETF922908751SHS1,936$465,222dollars as filed
Advanced Micro Devices,Inc.007903107COM3,837$463,443dollars as filed
ISHARES TR46435G268RUSEL 2500 ETF6,810$463,094dollars as filed
Micron Technology,Inc.595112103COM5,487$461,826dollars as filed
DRAFTKINGS INC NEW26142V105COM CL A12,214$454,375dollars as filed
Comcast Corp20030N101COM11,909$446,957dollars as filed
NASDAQ INC COM631103108Stock5,772$446,233dollars as filed
SPDR SERIES TRUST78464A649ST STR AGGRE ETF17,134$428,184dollars as filed
iShares U.S. Aerospace & Defense ETF464288760SHS2,944$427,845dollars as filed
ISHARES TR464288109MORNINGSTAR VALU5,250$425,145dollars as filed
BROWN & BROWN INC COM115236101Stock4,151$423,471dollars as filed
Costco Wholesale Corporation22160K105COM462$423,464dollars as filed
PROSHARES TR74347G440BITCOIN ETF18,480$420,984dollars as filed
VALERO ENERGY CORP COM91913Y100Stock3,421$419,380dollars as filed
SELECT SECTOR SPDR TR81369Y100SBI MATERIALS4,970$418,177dollars as filed
ISHARES MORNINGSTAR MID-CAP GROWTH ETF464288307ETF5,534$417,982dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS1,790$416,120dollars as filed
PIMCO ETF TR72201R833ENHAN SHRT MA AC4,115$412,868dollars as filed
EXCHANGE TRADED CONCEPTS TRU301505707ROBO GLB ETF7,159$402,786dollars as filed
WALGREENS BOOTS ALLIANCE INC931427108COM42,626$397,700dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS2,007$393,049dollars as filed
ISHARES TR46432F834COM5,935$392,539dollars as filed
Duke Energy Corporation26441C204COM3,481$375,061dollars as filed
PIMCO ETF TR72201R718ENHNCD LW DUR AC3,776$358,701dollars as filed
MARATHON PETE CORP COM56585A102Stock2,571$358,675dollars as filed
ISHARES RUSSELL MID-CAP VALUE ETF464287473ETF2,752$355,961dollars as filed
STATE STR CORP COM857477103Stock3,494$342,983dollars as filed
STAG INDUSTRIAL INC85254J102COM10,008$338,473dollars as filed
Communication Services Select Sector SPDR Fund81369Y852SHS3,482$337,106dollars as filed
PROSHARES TR II74347Y888CMN12,019$330,523dollars as filed
BARRICK GOLD CORP067901108COM21,301$330,164dollars as filed
ISHARES TR46429B663CORE HIGH DV ETF2,858$320,843dollars as filed
CHENIERE ENERGY INC COM NEW16411R208Stock1,423$305,739dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS3,557$304,689dollars as filed
Morgan Stanley617446448COM2,321$291,827dollars as filed
GLOBAL X FDS37954Y673US INFR DEV ETF7,146$288,771dollars as filed
TRAVELERS COMPANIES INC COM89417E109Stock1,198$288,609dollars as filed
CHARTER COMMUNICATIONS INC N16119P108COM841$288,270dollars as filed
Progressive Corporation743315103COM1,200$287,558dollars as filed
SHERWIN WILLIAMS CO824348106COM841$285,716dollars as filed
WEYERHAEUSER CO COM NEW962166104REIT10,095$284,168dollars as filed
iShares S&P Small-Cap 600 Value ETF464287879SHS2,610$283,433dollars as filed
Boeing Company097023105COM1,587$280,828dollars as filed
Vanguard Small-Cap Growth ETF922908595SHS996$278,940dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF5,489$276,497dollars as filed
Texas Instruments Incorporated882508104COM1,474$276,453dollars as filed
AFLAC INC COM001055102Stock2,663$275,509dollars as filed
INVESCO EXCHANGE TRADED FD T46137V662PHARMACEUTICALS3,334$275,415dollars as filed
MGM RESORTS INTERNATIONAL552953101COM7,699$266,765dollars as filed
ZETA GLOBAL HOLDINGS CORP CL A98956A105Stock14,628$263,152dollars as filed
Cigna Corporation125523100COM952$262,923dollars as filed
AT&T Inc00206R102COM11,525$262,428dollars as filed
L3HARRIS TECHNOLOGIES INC COM502431109Stock1,230$258,588dollars as filed
Danaher Corporation235851102COM1,123$257,700dollars as filed
Waste Management, Inc.94106L109COM1,243$250,889dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock1,910$250,245dollars as filed
DICKS SPORTING GOODS INC COM253393102Stock1,081$247,422dollars as filed
Vanguard Total Bond Market ETF921937835SHS3,420$245,963dollars as filed
BANK OF NY MELLON CORP COM064058100Stock3,144$241,531dollars as filed
FIRST TR EXCHANGE TRADED FD33734X192CLOUD COMPUTING2,004$238,701dollars as filed
ISHARES TR464287465MSCI EAFE ETF3,121$235,995dollars as filed
FIRST BANCORP INC ME31866P102COMMON STOCK8,616$235,659dollars as filed
INMODE LTD SHSM5425M103Stock14,064$234,869dollars as filed
Accenture Plc Class AG1151C101COM665$233,874dollars as filed
3M CO COM88579Y101Stock1,772$228,805dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS4,653$228,231dollars as filed
SELECT SECTOR SPDR TR81369Y704INDL1,728$227,731dollars as filed
ISHARES MSCI EAFE GROWTH ETF464288885ETF2,303$222,971dollars as filed
Marsh & McLennan Companies,Inc.571748102COM1,022$217,032dollars as filed
SYSCOCORP871829107COM2,814$215,139dollars as filed
FIRST TR EXCHANGE TRADED FD33734X846NASDAQ CYB ETF3,279$208,079dollars as filed
Medtronic PlcG5960L103COM2,595$207,282dollars as filed
AMERIPRISE FINL INC COM03076C106Stock389$206,969dollars as filed
INGREDION INC COM457187102Stock1,488$204,689dollars as filed
THETRADEDESKINCCLASSCLASSA88339J105STOK1,736$204,054dollars as filed
COINBASE GLOBAL INC COM CL A19260Q107Stock810$201,154dollars as filed
KAYNE ANDERSON ENERGY486606106COM10,000$127,100dollars as filed
GRABHLDGSLTDFCLASSCLASSAG4124C109STOK11,000$10,110dollars as filedcall

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0000701516-25-000001this filing2025-01-24acceptance time not in the bulk data set