Means Investment
Latest statistics and disclosures from Means Investment's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VEU, XLG, AAPL, MSFT, and represent 42.34% of Means Investment's stock portfolio.
- Added to shares of these 10 stocks: IMCB (+$7.6M), VOO (+$5.7M), VEU (+$5.0M), XLRE, XLV, AVUV, XLG, JBND, XLF, NFLX.
- Started 7 new stock positions in SYY, CCJ, VALE, UP, COF, ES, PAVE.
- Reduced shares in these 10 stocks: QQQ (-$18M), MDY (-$5.0M), AAPL, NVDA, MGK, MGV, GOOG, AMZN, UNH, META.
- Sold out of its positions in AMP, INGR, EFA, MMC, NVO, UCO, Walgreen Boots Alliance, GRAB.
- Means Investment was a net seller of stock by $-14M.
- Means Investment has $1.2B in assets under management (AUM), dropping by 7.77%.
- Central Index Key (CIK): 0000701516
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Portfolio Holdings for Means Investment
Means Investment holds 189 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 16.6 | $192M | +3% | 313k | 612.38 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 7.6 | $88M | +6% | 1.2M | 71.37 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 7.0 | $80M | +2% | 1.4M | 57.52 |
|
| Apple (AAPL) | 6.7 | $77M | -5% | 303k | 254.63 |
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| Microsoft Corporation (MSFT) | 4.5 | $52M | 100k | 517.95 |
|
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| NVIDIA Corporation (NVDA) | 4.2 | $48M | -5% | 259k | 186.58 |
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| Amazon (AMZN) | 3.6 | $42M | -2% | 191k | 219.57 |
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| Vanguard World Mega Grwth Ind (MGK) | 3.4 | $40M | -6% | 99k | 402.42 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 3.3 | $39M | +7% | 389k | 99.53 |
|
| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 3.0 | $34M | +28% | 411k | 83.05 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 2.5 | $29M | +13% | 686k | 42.13 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 2.0 | $23M | +16% | 166k | 139.17 |
|
| Meta Platforms Cl A (META) | 1.9 | $22M | -3% | 30k | 734.38 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $22M | -5% | 90k | 243.55 |
|
| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 1.9 | $22M | +9% | 400k | 54.16 |
|
| JPMorgan Chase & Co. (JPM) | 1.8 | $20M | 65k | 315.43 |
|
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| Vanguard World Mega Cap Val Etf (MGV) | 1.7 | $20M | -11% | 144k | 137.74 |
|
| Palantir Technologies Cl A (PLTR) | 1.4 | $16M | 87k | 182.42 |
|
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| Tesla Motors (TSLA) | 1.0 | $12M | 27k | 444.71 |
|
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| Select Sector Spdr Tr Financial (XLF) | 1.0 | $11M | +15% | 209k | 53.87 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $11M | +3% | 21k | 502.75 |
|
| W.R. Berkley Corporation (WRB) | 0.8 | $9.7M | 127k | 76.62 |
|
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| Oracle Corporation (ORCL) | 0.8 | $9.5M | 34k | 281.24 |
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| Broadcom (AVGO) | 0.7 | $8.0M | +17% | 24k | 329.91 |
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| Lam Research Corp Com New (LRCX) | 0.7 | $7.9M | -3% | 59k | 133.90 |
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| Chevron Corporation (CVX) | 0.6 | $6.6M | -2% | 43k | 155.29 |
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| Bank of America Corporation (BAC) | 0.5 | $6.2M | -2% | 119k | 51.59 |
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| Visa Com Cl A (V) | 0.5 | $6.1M | +2% | 18k | 341.39 |
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| Abbvie (ABBV) | 0.5 | $5.9M | -5% | 26k | 231.54 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.5 | $5.7M | -7% | 95k | 60.08 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $5.5M | -11% | 39k | 140.95 |
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| Philip Morris International (PM) | 0.4 | $5.1M | 32k | 162.20 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.4 | $5.0M | -8% | 15k | 326.35 |
|
| Wal-Mart Stores (WMT) | 0.4 | $4.9M | -7% | 48k | 103.06 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $4.5M | -8% | 19k | 243.10 |
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| Johnson & Johnson (JNJ) | 0.4 | $4.4M | 24k | 185.42 |
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| salesforce (CRM) | 0.4 | $4.2M | -14% | 18k | 237.01 |
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| Procter & Gamble Company (PG) | 0.4 | $4.2M | 27k | 153.65 |
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| Uber Technologies (UBER) | 0.4 | $4.1M | -5% | 41k | 97.97 |
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| Charles Schwab Corporation (SCHW) | 0.3 | $4.0M | -5% | 42k | 95.47 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $4.0M | +4% | 5.2k | 763.05 |
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| Abbott Laboratories (ABT) | 0.3 | $3.9M | -2% | 29k | 133.94 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $3.7M | +4% | 33k | 112.75 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $3.5M | -58% | 6.0k | 596.05 |
|
| Goldman Sachs (GS) | 0.3 | $3.5M | -10% | 4.4k | 796.30 |
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| TJX Companies (TJX) | 0.3 | $3.1M | 22k | 144.54 |
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| Netflix (NFLX) | 0.3 | $2.9M | +74% | 2.5k | 1199.14 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $2.8M | 17k | 170.85 |
|
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $2.8M | -14% | 8.4k | 332.82 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $2.8M | -8% | 16k | 178.73 |
|
| McDonald's Corporation (MCD) | 0.2 | $2.7M | -6% | 9.0k | 303.90 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $2.7M | +8% | 16k | 167.33 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $2.6M | -10% | 45k | 57.10 |
|
| Pimco Dynamic Income SHS (PDI) | 0.2 | $2.6M | -9% | 130k | 19.80 |
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| Merck & Co (MRK) | 0.2 | $2.5M | 29k | 83.93 |
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| International Business Machines (IBM) | 0.2 | $2.3M | 8.2k | 282.18 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $2.3M | +11% | 4.0k | 568.82 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $2.1M | -7% | 18k | 118.83 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $2.1M | -5% | 3.1k | 666.14 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $2.0M | -5% | 13k | 148.61 |
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| Home Depot (HD) | 0.2 | $1.9M | 4.7k | 405.23 |
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| Altria (MO) | 0.2 | $1.8M | 27k | 66.06 |
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| Camden National Corporation (CAC) | 0.1 | $1.7M | 44k | 38.59 |
|
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $1.7M | -9% | 3.4k | 490.32 |
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| Servicenow (NOW) | 0.1 | $1.6M | -12% | 1.7k | 920.20 |
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| Adams Express Company (ADX) | 0.1 | $1.6M | 71k | 22.30 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.6M | -6% | 19k | 84.60 |
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| Pepsi (PEP) | 0.1 | $1.6M | -3% | 11k | 140.44 |
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| M&T Bank Corporation (MTB) | 0.1 | $1.5M | 7.8k | 197.61 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.5M | -92% | 2.5k | 600.42 |
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| Walt Disney Company (DIS) | 0.1 | $1.5M | -2% | 13k | 114.50 |
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| Nextera Energy (NEE) | 0.1 | $1.5M | 20k | 75.49 |
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| Hims & Hers Health Com Cl A (HIMS) | 0.1 | $1.5M | -24% | 26k | 56.72 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.4M | -6% | 2.1k | 669.23 |
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| Cisco Systems (CSCO) | 0.1 | $1.4M | 21k | 68.42 |
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| Sofi Technologies (SOFI) | 0.1 | $1.4M | -5% | 51k | 26.42 |
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| Blackrock (BLK) | 0.1 | $1.3M | 1.1k | 1165.98 |
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| Nucor Corporation (NUE) | 0.1 | $1.3M | 9.6k | 135.43 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $1.3M | -12% | 19k | 67.51 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.2M | -4% | 20k | 62.47 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $1.2M | -10% | 2.0k | 609.45 |
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| IDEXX Laboratories (IDXX) | 0.1 | $1.2M | -11% | 1.8k | 639.03 |
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| Coca-Cola Company (KO) | 0.1 | $1.2M | 17k | 66.32 |
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| Eaton Corp SHS (ETN) | 0.1 | $1.1M | -4% | 3.0k | 374.19 |
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| Cameco Corporation (CCJ) | 0.1 | $1.1M | NEW | 13k | 83.86 |
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| Deere & Company (DE) | 0.1 | $1.1M | -10% | 2.4k | 457.26 |
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| Caterpillar (CAT) | 0.1 | $1.1M | 2.3k | 477.21 |
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| Palo Alto Networks (PANW) | 0.1 | $1.0M | -11% | 5.1k | 203.63 |
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| Spdr Series Trust S&p Homebuild (XHB) | 0.1 | $1.0M | 9.3k | 110.80 |
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| Strategy Cl A New (MSTR) | 0.1 | $1.0M | 3.2k | 322.23 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $996k | -9% | 7.2k | 137.80 |
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| Bristol Myers Squibb (BMY) | 0.1 | $972k | -4% | 22k | 45.10 |
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| Qualcomm (QCOM) | 0.1 | $931k | 5.6k | 166.37 |
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| Southern Company (SO) | 0.1 | $924k | 9.8k | 94.77 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $924k | 2.6k | 352.75 |
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| CVS Caremark Corporation (CVS) | 0.1 | $897k | 12k | 75.39 |
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| Snowflake Com Shs (SNOW) | 0.1 | $885k | -2% | 3.9k | 225.54 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $877k | -7% | 6.1k | 144.38 |
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| Verizon Communications (VZ) | 0.1 | $873k | 20k | 43.95 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $845k | -7% | 6.6k | 128.24 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $827k | 1.7k | 479.71 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $754k | 1.00 | 754200.00 |
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| Carrier Global Corporation (CARR) | 0.1 | $753k | 13k | 59.70 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $725k | -6% | 13k | 57.52 |
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| Bar Harbor Bankshares (BHB) | 0.1 | $719k | -9% | 24k | 30.46 |
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| Micron Technology (MU) | 0.1 | $713k | -11% | 4.3k | 167.32 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $672k | +50% | 25k | 26.84 |
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| Lowe's Companies (LOW) | 0.1 | $665k | -4% | 2.6k | 251.30 |
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| ConocoPhillips (COP) | 0.1 | $663k | 7.0k | 94.59 |
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| Gilead Sciences (GILD) | 0.1 | $653k | -2% | 5.9k | 111.00 |
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| Amgen (AMGN) | 0.1 | $652k | 2.3k | 282.26 |
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| Chubb (CB) | 0.1 | $649k | 2.3k | 282.22 |
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| Advanced Micro Devices (AMD) | 0.1 | $648k | 4.0k | 161.78 |
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| Oklo Com Cl A (OKLO) | 0.1 | $645k | +29% | 5.8k | 111.64 |
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| UnitedHealth (UNH) | 0.1 | $633k | -57% | 1.8k | 345.38 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $618k | -7% | 2.2k | 279.81 |
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| Spdr Series Trust S&p Biotech (XBI) | 0.1 | $617k | -15% | 6.2k | 100.19 |
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| Wisdomtree Tr Us Smallcap Fund (EES) | 0.1 | $608k | -15% | 11k | 55.87 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $599k | 3.2k | 186.47 |
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| At&t (T) | 0.1 | $596k | 21k | 28.24 |
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| Valero Energy Corporation (VLO) | 0.1 | $585k | 3.4k | 170.27 |
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| Wells Fargo & Company (WFC) | 0.1 | $584k | 7.0k | 83.82 |
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| Phillips 66 (PSX) | 0.0 | $567k | -3% | 4.2k | 136.01 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $562k | 6.1k | 91.43 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $544k | 1.1k | 499.18 |
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| Prudential Financial (PRU) | 0.0 | $535k | -19% | 5.2k | 103.74 |
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| Morgan Stanley Com New (MS) | 0.0 | $523k | +43% | 3.3k | 158.96 |
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| Nasdaq Omx (NDAQ) | 0.0 | $511k | 5.8k | 88.45 |
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| Proshares Tr Bitcoin Etf (BITO) | 0.0 | $496k | +27% | 25k | 19.68 |
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| Barrick Mng Corp Com Shs (B) | 0.0 | $493k | -8% | 15k | 32.77 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $490k | 19k | 26.34 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $478k | 2.3k | 209.30 |
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| Draftkings Com Cl A (DKNG) | 0.0 | $470k | 13k | 37.40 |
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| MetLife (MET) | 0.0 | $462k | 5.6k | 82.38 |
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| Union Pacific Corporation (UNP) | 0.0 | $462k | -9% | 2.0k | 236.37 |
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| CSX Corporation (CSX) | 0.0 | $458k | 13k | 35.51 |
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| Trane Technologies SHS (TT) | 0.0 | $452k | 1.1k | 422.02 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $452k | 5.0k | 89.62 |
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| Unum (UNM) | 0.0 | $447k | 5.7k | 77.78 |
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| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.0 | $428k | 3.2k | 132.48 |
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| State Street Corporation (STT) | 0.0 | $398k | 3.4k | 116.03 |
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| American Express Company (AXP) | 0.0 | $392k | 1.2k | 332.19 |
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| Brown & Brown (BRO) | 0.0 | $389k | 4.2k | 93.78 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $386k | 1.4k | 281.81 |
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| Allstate Corporation (ALL) | 0.0 | $386k | 1.8k | 214.62 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $383k | 12k | 31.42 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $381k | -2% | 3.1k | 123.75 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $380k | 1.5k | 254.30 |
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $360k | -5% | 4.4k | 82.73 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $357k | 1.9k | 192.77 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $343k | -21% | 1.6k | 215.79 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $338k | -4% | 2.8k | 122.43 |
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| Travelers Companies (TRV) | 0.0 | $335k | 1.2k | 279.12 |
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| Spdr Series Trust Hlth Cr Equip (XHE) | 0.0 | $330k | -14% | 4.2k | 78.75 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $329k | -2% | 3.0k | 108.96 |
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| Costco Wholesale Corporation (COST) | 0.0 | $328k | -21% | 354.00 | 925.10 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $321k | -5% | 2.3k | 139.69 |
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| Cheniere Energy Com New (LNG) | 0.0 | $316k | -4% | 1.3k | 234.92 |
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| L3harris Technologies (LHX) | 0.0 | $310k | 1.0k | 305.41 |
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| Invesco Exchange Traded Fd T Pharmaceuticals (PJP) | 0.0 | $303k | 3.3k | 92.49 |
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| AFLAC Incorporated (AFL) | 0.0 | $298k | 2.7k | 111.70 |
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| First Ban (FNLC) | 0.0 | $293k | +40% | 11k | 26.26 |
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| Zeta Global Holdings Corp Cl A (ZETA) | 0.0 | $291k | 15k | 19.87 |
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| Ishares Tr Morningstar Valu (ILCV) | 0.0 | $288k | 3.2k | 90.01 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $277k | -2% | 3.5k | 79.94 |
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| 3M Company (MMM) | 0.0 | $276k | 1.8k | 155.18 |
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| Waste Management (WM) | 0.0 | $275k | 1.2k | 220.75 |
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| Capital One Financial (COF) | 0.0 | $271k | NEW | 1.3k | 212.58 |
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| Coinbase Global Com Cl A (COIN) | 0.0 | $265k | 784.00 | 337.54 |
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| Yum! Brands (YUM) | 0.0 | $262k | 1.7k | 151.98 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $256k | 10k | 24.79 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $255k | 2.9k | 89.34 |
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| Cigna Corp (CI) | 0.0 | $247k | 856.00 | 288.13 |
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| Constellation Energy (CEG) | 0.0 | $246k | -4% | 747.00 | 329.27 |
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| Ishares Tr Core Msci Total (IXUS) | 0.0 | $246k | 3.0k | 82.59 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $245k | 1.3k | 183.70 |
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| Dick's Sporting Goods (DKS) | 0.0 | $245k | -11% | 1.1k | 222.19 |
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| Kroger (KR) | 0.0 | $243k | 3.6k | 67.41 |
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| Hartford Financial Services (HIG) | 0.0 | $240k | 1.8k | 133.35 |
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| Charter Communications Inc N Cl A (CHTR) | 0.0 | $232k | 844.00 | 275.11 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $227k | 1.8k | 124.37 |
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| Pfizer (PFE) | 0.0 | $219k | -41% | 8.6k | 25.48 |
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| Sherwin-Williams Company (SHW) | 0.0 | $217k | -20% | 627.00 | 346.34 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $216k | NEW | 4.5k | 47.63 |
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| Eversource Energy (ES) | 0.0 | $213k | NEW | 3.0k | 71.13 |
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| SYSCO Corporation (SYY) | 0.0 | $208k | NEW | 2.5k | 82.36 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $205k | 1.8k | 113.91 |
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| Wheels Up Experience Com Cl A (UP) | 0.0 | $22k | NEW | 12k | 1.84 |
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| Vale S A Sponsored Ads Call Option (VALE) | 0.0 | $2.8k | NEW | 16k | 0.17 |
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Past Filings by Means Investment
SEC 13F filings are viewable for Means Investment going back to 2019
- Means Investment 2025 Q3 filed Nov. 6, 2025
- Means Investment 2025 Q2 filed July 25, 2025
- Means Investment 2025 Q1 filed April 21, 2025
- Means Investment 2024 Q4 filed Jan. 24, 2025
- Means Investment 2024 Q3 filed Oct. 18, 2024
- Means Investment 2024 Q2 filed July 19, 2024
- Means Investment 2024 Q1 filed April 17, 2024
- Means Investment 2023 Q4 filed Jan. 25, 2024
- Means Investment 2023 Q3 filed Oct. 25, 2023
- Means Investment 2023 Q2 filed July 31, 2023
- Means Investment 2023 Q1 filed May 8, 2023
- Means Investment 2022 Q4 filed Jan. 27, 2023
- Means Investment 2022 Q3 filed Oct. 17, 2022
- Means Investment 2022 Q2 filed July 21, 2022
- Means Investment 2022 Q1 filed April 26, 2022
- Means Investment 2021 Q4 filed Feb. 14, 2022