MEANS INVESTMENT CO., INC.

13F filer, CIK 701516, BANGOR, ME

MEANS INVESTMENT CO., INC. reported $960,681,598 across 205 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-24. Its ten largest share positions make up 56.33% of the portfolio.

Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0000701516-25-000001

Period: 2024-12-31
Reported value: $961M
Holdings: 205
Top 10 weight: 56.33%
New: 11
Sold out: 10

Largest buys vs the previous quarter

Security	Shares change	Approx. value
XLREnew	+447,698	$18.2M
LRCXnew	+132,701	$9.58M
VOOadded	+11,152	$6.01M
XLGnew	+103,715	$5.18M
VEUadded	+44,602	$2.56M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
LAM RESEARCH CORPexited	-13,431	-$11M
BLACKROCK INCexited	-2,117	-$2.01M
AAPLreduced	-4,509	-$1.13M
SNOWreduced	-6,259	-$966K
MGKreduced	-2,348	-$806K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0000701516-25-000001, largest first. % of portfolio is the value over $960,671,488, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
AAPLAPPLE INC	366,044	$91.7M	9.54%	-4,509	Timeline
MGKVANGUARD WORLD FD	262,363	$90.1M	9.38%	-2,348	Timeline
VOOVANGUARD INDEX FDS	139,841	$75.3M	7.84%	+11,152	Timeline
MGVVANGUARD WORLD FD	506,470	$63.3M	6.59%	-1,080	Timeline
AMZNAMAZON COM INC	238,207	$52.3M	5.44%	-1,317	Timeline
MSFTMICROSOFT CORP	105,645	$44.5M	4.64%	+911	Timeline
VEUVANGUARD INTL EQUITY INDEX F	761,823	$43.7M	4.55%	+44,602	Timeline
NVDANVIDIA CORPORATION	244,291	$32.8M	3.41%	+4,184	Timeline
METAMETA PLATFORMS INC	42,183	$24.7M	2.57%	-61	Timeline
GOOGALPHABET INC	119,480	$22.8M	2.37%	+1,351	Timeline
JPMJPMORGAN CHASE & CO	81,220	$19.5M	2.03%	-829	Timeline
XLRESELECT SECTOR SPDR TR	447,698	$18.2M	1.9%	new	Timeline
JBNDJ P MORGAN EXCHANGE TRADED F	347,346	$18.1M	1.89%	+22,419	Timeline
CRMSALESFORCE INC	41,755	$14M	1.45%	-244	Timeline
AVUVAMERICAN CENTY ETF TR	139,845	$13.5M	1.41%	+25,100	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	28,274	$12.8M	1.33%	-237	Timeline
IMCBISHARES TR	157,560	$12M	1.25%	+16,050	Timeline
XBISPDR SERIES TRUST	106,773	$9.62M	1%	+1,407	Timeline
LRCXLAM RESEARCH CORP	132,701	$9.58M	1%	new	Timeline
IHIISHARES TR	151,385	$8.83M	0.92%	-1,314	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	14,468	$8.24M	0.86%	-49	Timeline
VYMVANGUARD WHITEHALL FDS	63,617	$8.12M	0.84%	-1,043	Timeline
SCHWCHARLES SCHWAB CORP (THE)	107,759	$7.98M	0.83%	-312	Timeline
CVXCHEVRON CORPORATION	54,765	$7.93M	0.83%	+92	Timeline
VVISA INC	24,440	$7.72M	0.8%	-21	Timeline
WRBBERKLEY W R CORP	126,461	$7.4M	0.77%	-8	Timeline
PLTRPALANTIR TECHNOLOGIES INC	95,942	$7.26M	0.76%	-698	Timeline
TSLATESLA INC	16,766	$6.77M	0.7%	+1,345	Timeline
XLVSELECT SECTOR SPDR TR	47,618	$6.55M	0.68%	+7,314	Timeline
BACBANK OF AMER CORP	143,123	$6.29M	0.65%	-846	Timeline
WMTWALMART INC	69,362	$6.27M	0.65%	-468	Timeline
UBERUBER TECHNOLOGIES INC	97,881	$5.9M	0.61%	-1,565	Timeline
ORCLORACLE CORP	35,215	$5.87M	0.61%	-521	Timeline
XLGINVESCO EXCHANGE TRADED FD T	103,715	$5.18M	0.54%	new	Timeline
ABBVABBVIE INC	27,679	$4.92M	0.51%	-18	Timeline
IJRISHARES TR	42,067	$4.85M	0.5%	-556	Timeline
SMHVANECK ETF TRUST	19,399	$4.7M	0.49%	+1,453	Timeline
EMXCISHARES INC	82,644	$4.58M	0.48%	-3,118	Timeline
GSGOLDMAN SACHS GROUP INC	7,792	$4.46M	0.46%	-40	Timeline
NVONOVO-NORDISK A S	50,140	$4.31M	0.45%	-1,837	Timeline
PGPROCTER & GAMBLE CO	24,857	$4.17M	0.43%	-45	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	69,944	$4.02M	0.42%	+2,820	Timeline
PDIPIMCO DYNAMIC INCOME FD	215,856	$3.96M	0.41%	+15,193	Timeline
PMPHILIP MORRIS INTL INC	32,757	$3.94M	0.41%	-964	Timeline
JNJJOHNSON & JOHNSON	26,442	$3.82M	0.4%	-419	Timeline
ABTABBOTT LABORATORIES	32,426	$3.67M	0.38%	-413	Timeline
GOOGLALPHABET INC	19,339	$3.66M	0.38%	+2,401	Timeline
BXBLACKSTONE INC	20,832	$3.59M	0.37%	-202	Timeline
MCDMCDONALDS CORP	11,809	$3.42M	0.36%	-331	Timeline
MRKMERCK & CO INC	30,645	$3.05M	0.32%	-32	Timeline
TJXTJX COS INC NEW	24,133	$2.92M	0.3%	+357	Timeline
NOWSERVICENOW INC	2,542	$2.69M	0.28%	0	Timeline
LLYELI LILLY & CO	3,221	$2.49M	0.26%	+205	Timeline
UNHUNITEDHEALTH GROUP INC	4,862	$2.46M	0.26%	+262	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	4,182	$2.45M	0.26%	-12	Timeline
XOMEXXON MOBIL CORP	20,876	$2.25M	0.23%	+424	Timeline
BLKBLACKROCK INC	2,145	$2.2M	0.23%	new	Timeline
SBUXSTARBUCKS CORP	23,836	$2.18M	0.23%	-621	Timeline
NOCNORTHROP GRUMMAN CORP	4,381	$2.06M	0.21%	-117	Timeline
HDHOME DEPOT INC	5,233	$2.04M	0.21%	+352	Timeline
DISDISNEY WALT CO	17,973	$2M	0.21%	-3,972	Timeline
CACCAMDEN NATL CORP	45,551	$1.95M	0.2%	+93	Timeline
BABAALIBABA GROUP HLDG LTD	21,576	$1.83M	0.19%	-312	Timeline
IBMINTERNATIONAL BUSINESS MACHS	8,229	$1.81M	0.19%	+221	Timeline
MDLZMONDELEZ INTL INC	29,553	$1.77M	0.18%	-1,340	Timeline
RTXRTX CORPORATION	14,981	$1.73M	0.18%	-565	Timeline
VTVANGUARD INTL EQUITY INDEX F	14,713	$1.73M	0.18%	-298	Timeline
PFEPFIZER INC	64,973	$1.72M	0.18%	+1,661	Timeline
BMYBRISTOL-MYERS SQUIBB CO	29,845	$1.69M	0.18%	+696	Timeline
PEPPEPSICO INC	10,911	$1.66M	0.17%	-233	Timeline
AVGOBROADCOM INC	7,010	$1.63M	0.17%	+866	Timeline
MOALTRIA GROUP INC	29,501	$1.54M	0.16%	-263	Timeline
SHOPSHOPIFY INC	14,175	$1.51M	0.16%	0	Timeline
NEENEXTERA ENERGY INC	20,992	$1.5M	0.16%	-142	Timeline
CSCOCISCO SYS INC	25,319	$1.5M	0.16%	+403	Timeline
NFLXNETFLIX INC.	1,619	$1.44M	0.15%	-99	Timeline
PRUPRUDENTIAL FINL INC	11,935	$1.41M	0.15%	-101	Timeline
CRWDCROWDSTRIKE HLDGS INC	4,125	$1.41M	0.15%	+305	Timeline
IDXXIDEXX LABS INC	3,334	$1.38M	0.14%	-45	Timeline
IVVISHARES TR	2,327	$1.37M	0.14%	+1	Timeline
IBBISHARES TR	10,320	$1.36M	0.14%	+914	Timeline
DEDEERE & CO	3,152	$1.34M	0.14%	-5	Timeline
XHBSPDR SERIES TRUST	12,194	$1.27M	0.13%	+5	Timeline
NKENIKE INC	16,790	$1.27M	0.13%	-1,958	Timeline
HIMSHIMS & HERS HEALTH INC	50,040	$1.21M	0.13%	+9,508	Timeline
QQQINVESCO QQQ TR	2,343	$1.2M	0.12%	-94	Timeline
ADBEADOBE INC	2,651	$1.18M	0.12%	-12	Timeline
KOCOCA COLA CO	18,884	$1.18M	0.12%	+891	Timeline
SOSOUTHERN CO	13,991	$1.15M	0.12%	+377	Timeline
PANWPALO ALTO NETWORKS INC	6,059	$1.1M	0.11%	+3,146	Timeline
NUENUCOR CORP	9,443	$1.1M	0.11%	+1	Timeline
QCOMQUALCOMM INC	7,141	$1.1M	0.11%	+364	Timeline
ETNEATON CORP PLC	3,252	$1.08M	0.11%	+2	Timeline
XHESPDR SERIES TRUST	11,672	$1.03M	0.11%	0	Timeline
SNOWSNOWFLAKE INC	6,571	$1.01M	0.11%	-6,259	Timeline
CATCATERPILLAR INC	2,709	$983K	0.1%	-371	Timeline
MAMASTERCARD INCORPORATED	1,834	$966K	0.1%	+187	Timeline
XLFSELECT SECTOR SPDR TR	19,865	$960K	0.1%	+8,755	Timeline
FDNFIRST TR EXCHANGE-TRADED FD	3,910	$951K	0.1%	-21	Timeline
MSTRSTRATEGY INC	3,159	$915K	0.1%	+67	Timeline
LOWLOWES COS INC	3,700	$913K	0.1%	-71	Timeline
BHBBAR HBR BANKSHARES	29,842	$913K	0.09%	-230	Timeline
CARRCARRIER GLOBAL CORPORATION	12,909	$881K	0.09%	+2	Timeline
JEPQJ P MORGAN EXCHANGE TRADED F	15,575	$878K	0.09%	+1,487	Timeline
SOFISOFI TECHNOLOGIES INC	51,052	$786K	0.08%	+168	Timeline
COPCONOCOPHILLIPS	7,839	$777K	0.08%	+285	Timeline
MTBM & T BK CORP	4,128	$776K	0.08%	+6	Timeline
VZVERIZON COMMUNICATIONS INC	19,021	$761K	0.08%	+895	Timeline
EESWISDOMTREE TR	13,621	$735K	0.08%	-56	Timeline
VUGVANGUARD INDEX FDS	1,786	$733K	0.08%	+2	Timeline
METMETLIFE INC	8,811	$721K	0.08%	-865	Timeline
NVSNOVARTIS AG	7,306	$711K	0.07%	-200	Timeline
BRK-ABERKSHIRE HATHAWAY INC DEL	1	$681K	0.07%	0	Timeline
CBCHUBB LIMITED	2,301	$636K	0.07%	+1	Timeline
LMTLOCKHEED MARTIN CORP	1,290	$627K	0.07%	+9	Timeline
AMGNAMGEN INC	2,359	$615K	0.06%	+8	Timeline
PKWINVESCO EXCHANGE TRADED FD T	5,148	$593K	0.06%	+3	Timeline
GILDGILEAD SCIENCES INC	6,238	$576K	0.06%	+12	Timeline
OTISOTIS WORLDWIDE CORP	6,190	$573K	0.06%	+1	Timeline
VTVVANGUARD INDEX FDS	3,239	$548K	0.06%	+18	Timeline
SCHXSCHWAB STRATEGIC TR	22,976	$533K	0.06%	+15,248	Timeline
UNPUNION PAC CORP	2,329	$531K	0.06%	-1,221	Timeline
PSXPHILLIPS 66	4,651	$530K	0.06%	-18	Timeline
TTTRANE TECHNOLOGIES PLC	1,341	$495K	0.05%	+215	Timeline
UNMUNUM GROUP	6,732	$492K	0.05%	+19	Timeline
AXPAMERICAN EXPRESS CO	1,642	$487K	0.05%	+1	Timeline
WFCWELLS FARGO & CO	6,866	$482K	0.05%	+18	Timeline
VBVANGUARD INDEX FDS	1,936	$465K	0.05%	+4	Timeline
AMDADVANCED MICRO DEVICES INC	3,837	$463K	0.05%	-302	Timeline
SMMDISHARES TR	6,810	$463K	0.05%	+18	Timeline
MUMICRON TECHNOLOGY INC	5,487	$462K	0.05%	-104	Timeline
DKNGDRAFTKINGS INC NEW	12,214	$454K	0.05%	+1,414	Timeline
CMCSACOMCAST CORP NEW	11,909	$447K	0.05%	-94	Timeline
NDAQNASDAQ INC	5,772	$446K	0.05%	0	Timeline
SPABSPDR SERIES TRUST	17,134	$428K	0.04%	-6,884	Timeline
ITAISHARES TR	2,944	$428K	0.04%	+53	Timeline
ILCVISHARES TR	5,250	$425K	0.04%	new	Timeline
BROBROWN & BROWN INC	4,151	$423K	0.04%	0	Timeline
COSTCOSTCO WHOLESALE CORPORATION	462	$423K	0.04%	-9	Timeline
BITOPROSHARES TR	18,480	$421K	0.04%	+2,027	Timeline
VLOVALERO ENERGY CORP	3,421	$419K	0.04%	+6	Timeline
XLBSELECT SECTOR SPDR TR	4,970	$418K	0.04%	+176	Timeline
IMCGISHARES TR	5,534	$418K	0.04%	+935	Timeline
XLKSELECT SECTOR SPDR TR	1,790	$416K	0.04%	+33	Timeline
MINTPIMCO ETF TR	4,115	$413K	0.04%	-458	Timeline
ROBOEXCHANGE TRADED CONCEPTS TRU	7,159	$403K	0.04%	-907	Timeline
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC	42,626	$398K	0.04%	+7
VIGVANGUARD SPECIALIZED FUNDS	2,007	$393K	0.04%	+58	Timeline
IXUSISHARES TR	5,935	$393K	0.04%	+18	Timeline
DUKDUKE ENERGY CORP NEW	3,481	$375K	0.04%	+18	Timeline
LDURPIMCO ETF TR	3,776	$359K	0.04%	+38	Timeline
MPCMARATHON PETE CORP	2,571	$359K	0.04%	+12	Timeline
IWSISHARES TR	2,752	$356K	0.04%	0	Timeline
STTSTATE STR CORP	3,494	$343K	0.04%	0	Timeline
STAGSTAG INDUSTRIAL INC	10,008	$338K	0.04%	-905	Timeline
XLCSELECT SECTOR SPDR TR	3,482	$337K	0.04%	+9	Timeline
UCOPROSHARES TR II	12,019	$331K	0.03%	-630	Timeline
BARRICK GOLD CORPBARRICK GOLD CORP	21,301	$330K	0.03%	-219
HDVISHARES TR	2,858	$321K	0.03%	-22	Timeline
LNGCHENIERE ENERGY INC	1,423	$306K	0.03%	-65	Timeline
XLESELECT SECTOR SPDR TR	3,557	$305K	0.03%	+8	Timeline
MSMORGAN STANLEY	2,321	$292K	0.03%	+260	Timeline
PAVEGLOBAL X FDS	7,146	$289K	0.03%	-37	Timeline
TRVTRAVELERS COMPANIES INC	1,198	$289K	0.03%	0	Timeline
CHTRCHARTER COMMUNICATIONS INC	841	$288K	0.03%	0	Timeline
PGRPROGRESSIVE CORP	1,200	$288K	0.03%	-16	Timeline
SHWSHERWIN WILLIAMS CO	841	$286K	0.03%	-56	Timeline
WYWEYERHAEUSER CO	10,095	$284K	0.03%	+34	Timeline
IJSISHARES TR	2,610	$283K	0.03%	+9	Timeline
BABOEING CO	1,587	$281K	0.03%	-382	Timeline
VBKVANGUARD INDEX FDS	996	$279K	0.03%	+125	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	5,489	$276K	0.03%	new	Timeline
TXNTEXAS INSTRS INC	1,474	$276K	0.03%	+8	Timeline
AFLAFLAC INC	2,663	$276K	0.03%	0	Timeline
PJPINVESCO EXCHANGE TRADED FD T	3,334	$275K	0.03%	+6	Timeline
MGMMGM RESORTS INTERNATIONAL	7,699	$267K	0.03%	-39	Timeline
ZETAZETA GLOBAL HOLDINGS CORP	14,628	$263K	0.03%	0	Timeline
CITHE CIGNA GROUP	952	$263K	0.03%	-21	Timeline
TAT&T INC	11,525	$262K	0.03%	+9	Timeline
LHXL3HARRIS TECHNOLOGIES INC	1,230	$259K	0.03%	+215	Timeline
DHRDANAHER CORP DEL	1,123	$258K	0.03%	-16	Timeline
WMWASTE MGMT INC DEL	1,243	$251K	0.03%	+1	Timeline
KMBKIMBERLY-CLARK CORP	1,910	$250K	0.03%	-44	Timeline
DKSDICKS SPORTING GOODS INC	1,081	$247K	0.03%	+11	Timeline
BNDVANGUARD BD INDEX FDS	3,420	$246K	0.03%	-174	Timeline
BNYBANK OF NY MELLON CORP	3,144	$242K	0.03%	+5	Timeline
SKYYFIRST TR EXCHANGE-TRADED FD	2,004	$239K	0.02%	-95	Timeline
EFAISHARES TR	3,121	$236K	0.02%	new	Timeline
FNLCFIRST BANCORP INC ME	8,616	$236K	0.02%	+16	Timeline
INMDINMODE LTD	14,064	$235K	0.02%	0	Timeline
ACNACCENTURE PLC IRELAND	665	$234K	0.02%	+3	Timeline
MMM3M CO	1,772	$229K	0.02%	+1	Timeline
BNDXVANGUARD CHARLOTTE FDS	4,653	$228K	0.02%	-52	Timeline
XLISELECT SECTOR SPDR TR	1,728	$228K	0.02%	-220	Timeline
EFGISHARES TR	2,303	$223K	0.02%	-20	Timeline
MRSHMARSH & MCLENNAN COS INC	1,022	$217K	0.02%	+1	Timeline
SYYSYSCO CORP	2,814	$215K	0.02%	+17	Timeline
CIBRFIRST TR EXCHANGE-TRADED FD	3,279	$208K	0.02%	new	Timeline
MDTMEDTRONIC PLC	2,595	$207K	0.02%	+4	Timeline
AMPAMERIPRISE FINL INC	389	$207K	0.02%	new	Timeline
INGRINGREDION INC	1,488	$205K	0.02%	0	Timeline
TTDTHE TRADE DESK INC	1,736	$204K	0.02%	-100	Timeline
COINCOINBASE GLOBAL INC	810	$201K	0.02%	new	Timeline
KYNKAYNE ANDERSON ENERGY INFRST	10,000	$127K	0.01%	new	Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

Security	Type	Amount	Value	Change
GRABGRAB HOLDINGS LIMITED STOK	call	11,000	$10.1K	-500

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
LAM RESEARCH CORPLAM RESEARCH CORP	13,431	$11M	shares
BLACKROCK INCBLACKROCK INC	2,117	$2.01M	shares
TDTORONTO DOMINION BK ONT	4,379	$277K	shares
TGTTARGET CORP	1,495	$233K	shares
TMOTHERMO FISHER SCIENTIFIC INC	371	$230K	shares
HIGHARTFORD INSURANCE GROUP INC	1,798	$211K	shares
VNLAJANUS DETROIT STR TR	4,193	$206K	shares
BPBP PLC	6,543	$205K	shares
ESEVERSOURCE ENERGY	2,982	$203K	shares
GISGENERAL MILLS INC	2,737	$202K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0000701516-25-000001	base		2025-01-24	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC