The Analysis of MEANS INVESTMENT CO., INC.'s Holdings
Currently, MEANS INVESTMENT CO., INC. holds 182 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in FBTC (+277.2K shares, valued at $21.1M), N/A (+22.3K shares, valued at $14.0M), XLG (+67.9K shares, valued at $4.0M); decreased their positions in XLRE (-666.9K shares, valued at $26.9M), AAPL (-4.7K shares, valued at $1.3M), XLV (-7.3K shares, valued at $1.1M); initiated new positions in FBTC (+277.2K shares, valued at $21.1M), CRWV (+3.9K shares, valued at $277.0K), BA (+1.1K shares, valued at $231.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VEU VANGUARD INTL EQUITY INDEX F1.3M shares2.61%2025-12-312026-01-26
XLG INVESCO EXCHANGE TRADED FD T1.5M shares4.87%2025-12-312026-01-26 AAPL APPLE INC298.7K shares-1.56%2025-12-312026-01-26 MSFT MICROSOFT CORP101.7K shares2.09%2025-12-312026-01-26 NVDA NVIDIA CORPORATION262.5K shares1.25%2025-12-312026-01-26 AMZN AMAZON COM INC189.6K shares-0.50%2025-12-312026-01-26 AVUV AMERICAN CENTY ETF TR396.6K shares2.10%2025-12-312026-01-26 MGK VANGUARD WORLD FD96.7K shares-2.08%2025-12-312026-01-26 IMCB ISHARES TR428.0K shares4.13%2025-12-312026-01-26 ALPHABET INC ALPHABET INC86.1K shares-3.91%2025-12-312026-01-26 XLV SELECT SECTOR SPDR TR158.2K shares-4.43%2025-12-312026-01-26 JBND J P MORGAN EXCHANGE TRADED F424.8K shares6.20%2025-12-312026-01-26 FBTC FIDELITY WISE ORIGIN BITCOIN277.2K sharesnew addition2025-12-312026-01-26 META META PLATFORMS INC31.4K shares3.48%2025-12-312026-01-26 JPM JPMORGAN CHASE & CO.63.2K shares-2.14%2025-12-312026-01-26 MGV VANGUARD WORLD FD139.8K shares-3.19%2025-12-312026-01-26 PLTR PALANTIR TECHNOLOGIES INC84.6K shares-2.50%2025-12-312026-01-26 TSLA TESLA INC26.5K shares-0.21%2025-12-312026-01-26 XLF SELECT SECTOR SPDR TR215.6K shares3.31%2025-12-312026-01-26 BROADCOM INC BROADCOM INC25.8K shares6.32%2025-12-312026-01-26 WRB BERKLEY W R CORP126.5K shares0.00%2025-12-312026-01-26 ORCL ORACLE CORP33.6K shares-0.80%2025-12-312026-01-26 BAC BANK AMERICA CORP118.6K shares-0.57%2025-12-312026-01-26 V VISA INC18.0K shares0.67%2025-12-312026-01-26 SMH VANECK ETF TRUST17.1K shares11.68%2025-12-312026-01-26 CVX CHEVRON CORP NEW38.8K shares-8.73%2025-12-312026-01-26 ALPHABET INC ALPHABET INC18.6K shares-0.07%2025-12-312026-01-26 IHI ISHARES TR93.2K shares-1.86%2025-12-312026-01-26 VYM VANGUARD WHITEHALL FDS38.6K shares-1.12%2025-12-312026-01-26 ABBV ABBVIE INC24.0K shares-5.67%2025-12-312026-01-26 WMT WALMART INC47.3K shares-1.13%2025-12-312026-01-26 PM PHILIP MORRIS INTL INC31.3K shares-0.90%2025-12-312026-01-26 LLY ELI LILLY & CO4.7K shares-10.78%2025-12-312026-01-26 JNJ JOHNSON & JOHNSON21.9K shares-6.82%2025-12-312026-01-26 CRM SALESFORCE INC15.7K shares-11.19%2025-12-312026-01-26 SCHW SCHWAB CHARLES CORP40.4K shares-4.55%2025-12-312026-01-26 XOM EXXON MOBIL CORP32.9K shares-0.52%2025-12-312026-01-26 GS GOLDMAN SACHS GROUP INC4.4K shares-1.53%2025-12-312026-01-26 ABT ABBOTT LABS28.3K shares-3.19%2025-12-312026-01-26 UBER UBER TECHNOLOGIES INC41.6K shares0.59%2025-12-312026-01-26 MDY SPDR S&P MIDCAP 400 ETF TR5.6K shares-6.50%2025-12-312026-01-26 TJX TJX COS INC NEW21.5K shares0.04%2025-12-312026-01-26 PG PROCTER AND GAMBLE CO22.7K shares-15.92%2025-12-312026-01-26 NFLX NETFLIX INC31.3K shares1171.34%2025-12-312026-01-26 OEF ISHARES TR8.5K shares0.65%2025-12-312026-01-26 MCD MCDONALDS CORP9.2K shares2.18%2025-12-312026-01-26 RTX RTX CORPORATION14.9K shares-5.93%2025-12-312026-01-26 MA MASTERCARD INCORPORATED4.1K shares1.66%2025-12-312026-01-26 PDI PIMCO DYNAMIC INCOME FD131.5K shares1.44%2025-12-312026-01-26 BABA ALIBABA GROUP HLDG LTD15.4K shares-0.95%2025-12-312026-01-26 IBM INTERNATIONAL BUSINESS MACHS7.5K shares-8.84%2025-12-312026-01-26 SHOP SHOPIFY INC13.2K shares0.42%2025-12-312026-01-26 JEPI J P MORGAN EXCHANGE TRADED F36.0K shares-19.96%2025-12-312026-01-26 IJR ISHARES TR17.1K shares-3.48%2025-12-312026-01-26 SPY SPDR S&P 500 ETF TR3.0K shares-4.36%2025-12-312026-01-26 CAC CAMDEN NATL CORP43.6K shares-1.09%2025-12-312026-01-26 PYLD PIMCO ETF TR68.1K shares171.83%2025-12-312026-01-26 HD HOME DEPOT INC4.7K shares-0.49%2025-12-312026-01-26 NUE NUCOR CORP9.6K shares0.02%2025-12-312026-01-26 CRWD CROWDSTRIKE HLDGS INC3.4K shares-1.00%2025-12-312026-01-26 MO ALTRIA GROUP INC26.8K shares-0.90%2025-12-312026-01-26 PEP PEPSICO INC10.7K shares-3.96%2025-12-312026-01-26 CSCO CISCO SYS INC19.8K shares-5.17%2025-12-312026-01-26 CCJ CAMECO CORP16.6K shares24.94%2025-12-312026-01-26 NEE NEXTERA ENERGY INC18.7K shares-4.42%2025-12-312026-01-26 MTB M & T BK CORP7.3K shares-5.67%2025-12-312026-01-26 ADX ADAMS DIVERSIFIED EQUITY FD62.5K shares-12.45%2025-12-312026-01-26 IVV ISHARES TR2.1K shares-3.46%2025-12-312026-01-26 SBUX STARBUCKS CORP16.8K shares-9.83%2025-12-312026-01-26 SOFI SOFI TECHNOLOGIES INC52.1K shares1.36%2025-12-312026-01-26 NOW SERVICENOW INC8.6K shares395.32%2025-12-312026-01-26 IDXX IDEXX LABS INC1.8K shares0.00%2025-12-312026-01-26 CAT CATERPILLAR INC2.2K shares-5.36%2025-12-312026-01-26 DIS DISNEY WALT CO10.8K shares-16.90%2025-12-312026-01-26 KO COCA COLA CO17.4K shares0.45%2025-12-312026-01-26 MU MICRON TECHNOLOGY INC4.1K shares-3.40%2025-12-312026-01-26 EMXC ISHARES INC16.1K shares-15.99%2025-12-312026-01-26 NOC NORTHROP GRUMMAN CORP1.8K shares-6.43%2025-12-312026-01-26 MDLZ MONDELEZ INTL INC19.0K shares-4.70%2025-12-312026-01-26 VT VANGUARD INTL EQUITY INDEX F7.1K shares-1.96%2025-12-312026-01-26 BMY BRISTOL-MYERS SQUIBB CO18.0K shares-16.28%2025-12-312026-01-26 IBB ISHARES TR5.8K shares-5.32%2025-12-312026-01-26 PANW PALO ALTO NETWORKS INC5.0K shares-1.41%2025-12-312026-01-26 ADBE ADOBE INC2.6K shares0.00%2025-12-312026-01-26 NVS NOVARTIS AG6.6K shares0.00%2025-12-312026-01-26 QCOM QUALCOMM INC5.1K shares-8.58%2025-12-312026-01-26 XHB SPDR SERIES TRUST8.3K shares-11.20%2025-12-312026-01-26 VUG VANGUARD INDEX FDS1.7K shares0.29%2025-12-312026-01-26 SNOW SNOWFLAKE INC3.8K shares-2.73%2025-12-312026-01-26 AMD ADVANCED MICRO DEVICES INC3.9K shares-2.57%2025-12-312026-01-26 DE DEERE & CO1.8K shares-26.95%2025-12-312026-01-26 XLRE SELECT SECTOR SPDR TR19.5K shares-97.16%2025-12-312026-01-26 XBI SPDR SERIES TRUST6.4K shares4.19%2025-12-312026-01-26 AMGN AMGEN INC2.3K shares0.61%2025-12-312026-01-26 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-26 SO SOUTHERN CO8.5K shares-13.12%2025-12-312026-01-26 CB CHUBB LIMITED2.3K shares0.04%2025-12-312026-01-26 VZ VERIZON COMMUNICATIONS INC17.5K shares-11.96%2025-12-312026-01-26 CARR CARRIER GLOBAL CORPORATION12.6K shares0.02%2025-12-312026-01-26 COP CONOCOPHILLIPS7.0K shares-0.64%2025-12-312026-01-26 WFC WELLS FARGO CO NEW7.0K shares0.26%2025-12-312026-01-26 EES WISDOMTREE TR10.9K shares0.21%2025-12-312026-01-26 JEPQ J P MORGAN EXCHANGE TRADED F10.6K shares-16.02%2025-12-312026-01-26 LOW LOWES COS INC2.5K shares-4.42%2025-12-312026-01-26 GILD GILEAD SCIENCES INC4.9K shares-17.56%2025-12-312026-01-26 VTV VANGUARD INDEX FDS3.1K shares-4.64%2025-12-312026-01-26 FDN FIRST TR EXCHANGE-TRADED FD2.1K shares-4.66%2025-12-312026-01-26 UNH UNITEDHEALTH GROUP INC1.7K shares-6.60%2025-12-312026-01-26 NDAQ NASDAQ INC5.8K shares0.50%2025-12-312026-01-26 VLO VALERO ENERGY CORP3.4K shares0.15%2025-12-312026-01-26 BHB BAR HBR BANKSHARES17.8K shares-24.54%2025-12-312026-01-26 PSX PHILLIPS 664.2K shares0.02%2025-12-312026-01-26 OTIS OTIS WORLDWIDE CORP6.1K shares0.02%2025-12-312026-01-26 LMT LOCKHEED MARTIN CORP1.1K shares0.64%2025-12-312026-01-26 SCHX SCHWAB STRATEGIC TR19.6K shares5.15%2025-12-312026-01-26 HIMS HIMS & HERS HEALTH INC16.0K shares-37.67%2025-12-312026-01-26 ITA ISHARES TR2.3K shares0.00%2025-12-312026-01-26 CSX CSX CORP12.9K shares0.03%2025-12-312026-01-26 MSTR STRATEGY INC3.1K shares-3.57%2025-12-312026-01-26 UNP UNION PAC CORP1.9K shares-0.87%2025-12-312026-01-26 UNM UNUM GROUP5.8K shares0.42%2025-12-312026-01-26 BITO PROSHARES TR36.7K shares45.44%2025-12-312026-01-26 STT STATE STR CORP3.4K shares0.00%2025-12-312026-01-26 AXP AMERICAN EXPRESS CO1.2K shares0.08%2025-12-312026-01-26 PKW INVESCO EXCHANGE TRADED FD T3.2K shares0.03%2025-12-312026-01-26 MET METLIFE INC5.3K shares-4.98%2025-12-312026-01-26 TT TRANE TECHNOLOGIES PLC1.1K shares0.09%2025-12-312026-01-26 PRU PRUDENTIAL FINL INC3.6K shares-31.01%2025-12-312026-01-26 VB VANGUARD INDEX FDS1.5K shares0.33%2025-12-312026-01-26 XLK SELECT SECTOR SPDR TR2.6K shares90.88%2025-12-312026-01-26 OKLO OKLO INC5.2K shares-10.02%2025-12-312026-01-26 VIG VANGUARD SPECIALIZED FUNDS1.6K shares0.50%2025-12-312026-01-26 TRV TRAVELERS COMPANIES INC1.2K shares0.00%2025-12-312026-01-26 PJP INVESCO EXCHANGE TRADED FD T3.3K shares0.12%2025-12-312026-01-26 BK BANK NEW YORK MELLON CORP2.9K shares-3.87%2025-12-312026-01-26 BRO BROWN & BROWN INC4.2K shares0.00%2025-12-312026-01-26 MS MORGAN STANLEY1.8K shares-43.78%2025-12-312026-01-26 CVS CVS HEALTH CORP4.1K shares-65.47%2025-12-312026-01-26 IWS ISHARES TR2.3K shares0.26%2025-12-312026-01-26 PFE PFIZER INC12.9K shares50.61%2025-12-312026-01-26 TD TORONTO DOMINION BK ONT3.4K shares-1.59%2025-12-312026-01-26 IMCG ISHARES TR4.0K shares-7.95%2025-12-312026-01-26 CMCSA COMCAST CORP NEW10.5K shares-13.41%2025-12-312026-01-26 T AT&T INC12.5K shares-40.93%2025-12-312026-01-26 ILCV ISHARES TR3.2K shares0.50%2025-12-312026-01-26 HDV ISHARES TR2.5K shares-11.12%2025-12-312026-01-26 LHX L3HARRIS TECHNOLOGIES INC1.0K shares0.00%2025-12-312026-01-26 ZETA ZETA GLOBAL HOLDINGS CORP14.6K shares0.00%2025-12-312026-01-26 AFL AFLAC INC2.7K shares0.00%2025-12-312026-01-26 MPC MARATHON PETE CORP1.8K shares-3.94%2025-12-312026-01-26 MMM 3M CO1.8K shares0.06%2025-12-312026-01-26 XHE SPDR SERIES TRUST3.2K shares-23.25%2025-12-312026-01-26 FNLC FIRST BANCORP INC ME10.6K shares-4.62%2025-12-312026-01-26 CRWV COREWEAVE INC3.9K sharesnew addition2025-12-312026-01-26 WM WASTE MGMT INC DEL1.2K shares0.08%2025-12-312026-01-26 COST COSTCO WHSL CORP NEW315 shares-11.02%2025-12-312026-01-26 CEG CONSTELLATION ENERGY CORP748 shares0.13%2025-12-312026-01-26 YUM YUM BRANDS INC1.7K shares0.17%2025-12-312026-01-26 LNG CHENIERE ENERGY INC1.3K shares0.07%2025-12-312026-01-26 XLE SELECT SECTOR SPDR TR5.7K shares100.42%2025-12-312026-01-26 BA BOEING CO1.1K sharesnew addition2025-12-312026-01-26 CITIGROUP INC CITIGROUP INC1.9K sharesnew addition2025-12-312026-01-26 DKS DICKS SPORTING GOODS INC1.1K shares0.54%2025-12-312026-01-26 IXUS ISHARES TR2.6K shares-13.66%2025-12-312026-01-26 PAVE GLOBAL X FDS4.5K shares0.00%2025-12-312026-01-26 CMI CUMMINS INC422 sharesnew addition2025-12-312026-01-26 HIG HARTFORD INSURANCE GROUP INC1.5K shares-15.66%2025-12-312026-01-26 EFG ISHARES TR1.8K shares1.56%2025-12-312026-01-26 SHW SHERWIN WILLIAMS CO635 shares1.28%2025-12-312026-01-26 ES EVERSOURCE ENERGY3.0K shares0.70%2025-12-312026-01-26 Call Option Holdings
WULF Call CallTERAWULF INC11.1K sharesnew addition2025-12-312026-01-26 GRAB Call CallGRAB HOLDINGS LIMITED30.5K sharesnew addition2025-12-312026-01-26 F Call CallFORD MTR CO10.0K sharesnew addition2025-12-312026-01-26 PFE Call CallPFIZER INC14.1K sharesnew addition2025-12-312026-01-26 Put Option Holdings
No put option holdings data available