Means Investment
Latest statistics and disclosures from Means Investment's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VEU, XLG, AAPL, NVDA, and represent 44.11% of Means Investment's stock portfolio.
- Added to shares of these 10 stocks: XLG (+$5.5M), VOO, PYLD, FBTC, MSFT, GE, RSP, CRWV, JPM, CVS.
- Started 13 new stock positions in EFA, TXN, ALL, GLW, KR, WELL, RSP, UCO, RIG, GEV. COF, GE, AMAT.
- Reduced shares in these 10 stocks: MGV, AAPL, LRCX, WMT, MGK, VEU, AVUV, BA, IHI, PDI.
- Sold out of its positions in BA, ES, F, WULF, GRAB.
- Means Investment was a net buyer of stock by $22M.
- Means Investment has $1.1B in assets under management (AUM), dropping by -3.32%.
- Central Index Key (CIK): 0000701516
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Portfolio Holdings for Means Investment
Means Investment holds 193 positions in its portfolio as reported in the March 2026 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) | 17.8 | $205M | +2% | 343k | 597.55 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 8.3 | $95M | 1.3M | 75.10 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 7.4 | $85M | +6% | 1.6M | 54.55 |
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| Apple (AAPL) | 6.6 | $75M | 297k | 253.79 |
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| NVIDIA Corporation Put Option (NVDA) | 4.0 | $46M | 263k | 174.40 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 3.8 | $44M | 394k | 110.47 |
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| Amazon (AMZN) | 3.5 | $40M | 192k | 208.27 |
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| Microsoft Corporation (MSFT) | 3.4 | $39M | +2% | 105k | 370.17 |
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| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 3.1 | $36M | 432k | 83.43 |
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| Vanguard World Mega Grwth Ind (MGK) | 3.1 | $35M | 96k | 367.44 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.1 | $25M | 86k | 286.86 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 2.1 | $24M | +2% | 162k | 146.61 |
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| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 2.0 | $23M | 432k | 53.77 |
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| Vanguard World Mega Cap Val Etf (MGV) | 1.7 | $20M | -2% | 137k | 144.95 |
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| JPMorgan Chase & Co. (JPM) | 1.7 | $19M | +3% | 65k | 294.16 |
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| Meta Platforms Cl A (META) | 1.6 | $18M | 32k | 572.13 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 1.5 | $18M | +7% | 299k | 59.03 |
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| Palantir Technologies Cl A (PLTR) | 1.1 | $12M | 84k | 146.28 |
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| Lam Research Corp Com New (LRCX) | 1.1 | $12M | -3% | 57k | 213.66 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 1.0 | $11M | +4% | 226k | 49.37 |
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| Tesla Motors (TSLA) | 0.9 | $10M | +2% | 27k | 371.75 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $9.8M | 21k | 479.21 |
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| Chevron Corporation (CVX) | 0.7 | $8.5M | +6% | 41k | 206.90 |
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| Broadcom Call Option (AVGO) | 0.7 | $8.5M | +6% | 27k | 309.51 |
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| W.R. Berkley Corporation (WRB) | 0.7 | $8.4M | 126k | 66.28 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.6 | $6.9M | +5% | 18k | 383.40 |
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| Bank of America Corporation (BAC) | 0.5 | $5.7M | 117k | 48.75 |
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| Exxon Mobil Corporation Call Option (XOM) | 0.5 | $5.6M | 33k | 169.66 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $5.6M | -2% | 38k | 148.10 |
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| Wal-Mart Stores (WMT) | 0.5 | $5.5M | -5% | 45k | 124.28 |
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| Visa Com Cl A (V) | 0.5 | $5.5M | 18k | 302.24 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $5.4M | 19k | 287.56 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.5 | $5.4M | +200% | 205k | 26.20 |
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| Johnson & Johnson (JNJ) | 0.5 | $5.3M | 22k | 244.44 |
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| Abbvie (ABBV) | 0.4 | $5.1M | -2% | 23k | 217.49 |
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| Philip Morris International (PM) | 0.4 | $5.1M | -2% | 31k | 165.34 |
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| Oracle Corporation (ORCL) | 0.4 | $5.0M | 34k | 147.11 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.4 | $4.7M | -4% | 89k | 53.35 |
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| Eli Lilly & Co. (LLY) | 0.4 | $4.2M | 4.6k | 919.69 |
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| Procter & Gamble Company (PG) | 0.3 | $3.8M | +16% | 27k | 144.44 |
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| Charles Schwab Corporation (SCHW) | 0.3 | $3.8M | 40k | 93.98 |
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| Goldman Sachs (GS) | 0.3 | $3.6M | -2% | 4.3k | 845.99 |
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| TJX Companies (TJX) | 0.3 | $3.4M | 21k | 159.70 |
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| Merck & Co (MRK) | 0.3 | $3.4M | -3% | 28k | 120.29 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.3 | $3.3M | -3% | 5.4k | 616.78 |
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| Netflix (NFLX) | 0.3 | $3.1M | +4% | 33k | 96.15 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $3.1M | +8% | 16k | 192.90 |
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| Uber Technologies (UBER) | 0.3 | $3.0M | 42k | 71.93 |
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| salesforce Call Option (CRM) | 0.3 | $3.0M | +2% | 16k | 186.67 |
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| Abbott Laboratories (ABT) | 0.3 | $2.9M | 28k | 102.67 |
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| McDonald's Corporation (MCD) | 0.2 | $2.8M | 9.0k | 310.79 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $2.7M | 8.4k | 318.06 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $2.1M | +4% | 4.3k | 499.65 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $2.1M | 17k | 124.31 |
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| Pimco Dynamic Income SHS (PDI) | 0.2 | $2.0M | -9% | 119k | 17.11 |
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| Camden National Corporation (CAC) | 0.2 | $2.0M | 43k | 47.45 |
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| International Business Machines (IBM) | 0.2 | $2.0M | +9% | 8.2k | 242.40 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $2.0M | 3.0k | 650.43 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.9M | 17k | 114.99 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $1.9M | -5% | 34k | 56.68 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $1.9M | 15k | 125.46 |
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| Cameco Corporation (CCJ) | 0.2 | $1.8M | 17k | 108.61 |
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| Nextera Energy (NEE) | 0.2 | $1.8M | +2% | 19k | 92.88 |
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| Altria (MO) | 0.2 | $1.8M | 27k | 65.99 |
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| Cisco Systems Call Option (CSCO) | 0.1 | $1.7M | +10% | 22k | 77.59 |
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| Nucor Corporation (NUE) | 0.1 | $1.6M | 9.7k | 169.09 |
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| Pepsi (PEP) | 0.1 | $1.6M | -3% | 10k | 155.30 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $1.5M | -3% | 13k | 118.62 |
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| Home Depot (HD) | 0.1 | $1.5M | -2% | 4.6k | 328.90 |
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| Caterpillar (CAT) | 0.1 | $1.5M | 2.1k | 708.44 |
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| M&T Bank Corporation (MTB) | 0.1 | $1.5M | -3% | 7.1k | 206.72 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.4M | -4% | 16k | 89.59 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.4M | 2.5k | 577.26 |
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| Micron Technology (MU) | 0.1 | $1.4M | 4.1k | 337.80 |
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| Adams Express Company (ADX) | 0.1 | $1.4M | 63k | 21.89 |
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| Coca-Cola Company (KO) | 0.1 | $1.3M | 18k | 76.05 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $1.3M | +2% | 3.4k | 390.36 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.3M | 2.0k | 653.08 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $1.2M | 1.8k | 682.16 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $1.2M | -8% | 15k | 78.66 |
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| Eaton Corp SHS (ETN) | 0.1 | $1.1M | 3.0k | 357.64 |
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| Bristol Myers Squibb (BMY) | 0.1 | $1.1M | -2% | 18k | 60.65 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.0M | -6% | 18k | 57.64 |
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| IDEXX Laboratories (IDXX) | 0.1 | $1.0M | 1.8k | 562.02 |
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| Walt Disney Company (DIS) | 0.1 | $998k | -3% | 10k | 96.38 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $986k | -2% | 6.5k | 152.75 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $976k | 7.1k | 138.32 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $944k | -2% | 5.6k | 168.86 |
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| Verizon Communications (VZ) | 0.1 | $938k | +6% | 19k | 50.20 |
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| Blackrock (BLK) | 0.1 | $937k | -8% | 975.00 | 961.43 |
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| ConocoPhillips (COP) | 0.1 | $920k | 7.0k | 132.00 |
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| Deere & Company (DE) | 0.1 | $900k | -8% | 1.6k | 563.36 |
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| Valero Energy Corporation (VLO) | 0.1 | $899k | +5% | 3.6k | 247.10 |
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| Servicenow (NOW) | 0.1 | $899k | 8.6k | 104.55 |
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| Coreweave Com Cl A (CRWV) | 0.1 | $890k | +196% | 12k | 77.47 |
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| Amgen (AMGN) | 0.1 | $854k | +4% | 2.4k | 351.88 |
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| CVS Caremark Corporation (CVS) | 0.1 | $848k | +187% | 12k | 71.82 |
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| Palo Alto Networks (PANW) | 0.1 | $846k | +4% | 5.3k | 160.33 |
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| Advanced Micro Devices Put Option (AMD) | 0.1 | $843k | +6% | 4.1k | 203.43 |
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| Spdr Series Trust State Street Spd Call Option (XBI) | 0.1 | $836k | 6.5k | 127.73 |
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| Sofi Technologies (SOFI) | 0.1 | $832k | 52k | 15.88 |
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| Phillips 66 (PSX) | 0.1 | $773k | 4.2k | 182.16 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $760k | 1.7k | 436.91 |
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| Chubb (CB) | 0.1 | $750k | 2.3k | 325.89 |
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| Spdr Series Trust State Street Spd (XHB) | 0.1 | $746k | -8% | 7.6k | 98.72 |
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| Southern Company (SO) | 0.1 | $736k | -9% | 7.6k | 96.53 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $718k | 1.00 | 718140.00 |
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| Carrier Global Corporation (CARR) | 0.1 | $710k | 13k | 56.31 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $702k | +6% | 1.2k | 604.37 |
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| Gilead Sciences (GILD) | 0.1 | $677k | 4.9k | 139.38 |
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| Ge Aerospace Com New (GE) | 0.1 | $676k | NEW | 2.4k | 283.72 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt Call Option (RSP) | 0.1 | $655k | NEW | 3.4k | 191.92 |
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| Barrick Mng Corp Com Shs (B) | 0.1 | $649k | +5% | 16k | 40.79 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $638k | 2.6k | 243.08 |
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| Wisdomtree Tr Us Smallcap Fund (EES) | 0.1 | $634k | 11k | 58.05 |
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| Select Sector Spdr Tr State Street Rea (XLRE) | 0.1 | $620k | -22% | 15k | 40.83 |
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| At&t (T) | 0.1 | $610k | +68% | 21k | 28.99 |
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| Pfizer (PFE) | 0.1 | $605k | -20% | 22k | 28.08 |
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| Qualcomm (QCOM) | 0.1 | $597k | -9% | 4.6k | 128.77 |
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| Lowe's Companies (LOW) | 0.1 | $595k | 2.5k | 236.24 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $578k | +64% | 9.4k | 61.26 |
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| Morgan Stanley Com New (MS) | 0.1 | $576k | +89% | 3.5k | 164.55 |
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| CSX Corporation Call Option (CSX) | 0.0 | $558k | +5% | 14k | 41.05 |
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| Wells Fargo & Company (WFC) | 0.0 | $558k | 7.0k | 79.61 |
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| Snowflake Com Shs (SNOW) | 0.0 | $547k | -4% | 3.6k | 150.80 |
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| Bar Harbor Bankshares (BHB) | 0.0 | $545k | -5% | 17k | 32.45 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $501k | 20k | 25.64 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $500k | 2.3k | 218.80 |
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| Nasdaq Omx (NDAQ) | 0.0 | $493k | 5.8k | 84.89 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $491k | -18% | 2.5k | 196.20 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $483k | 2.1k | 234.00 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $474k | 6.1k | 77.08 |
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| Union Pacific Corporation (UNP) | 0.0 | $470k | 1.9k | 242.60 |
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| Trane Technologies SHS (TT) | 0.0 | $447k | 1.1k | 416.81 |
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| UnitedHealth (UNH) | 0.0 | $438k | -5% | 1.6k | 270.59 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $437k | 1.8k | 244.16 |
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| State Street Corporation (STT) | 0.0 | $434k | 3.4k | 126.58 |
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| Oklo Com Cl A Put Option (OKLO) | 0.0 | $427k | +65% | 8.6k | 49.59 |
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| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.0 | $425k | 3.2k | 131.24 |
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| Unum (UNM) | 0.0 | $423k | 5.8k | 73.03 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $420k | -28% | 7.6k | 55.52 |
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| Cheniere Energy Com New (LNG) | 0.0 | $413k | +8% | 1.5k | 283.83 |
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| Ge Vernova (GEV) | 0.0 | $409k | NEW | 468.00 | 873.49 |
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| Strategy Cl A New (MSTR) | 0.0 | $394k | +3% | 3.2k | 124.79 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $393k | 1.5k | 261.95 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $391k | -3% | 3.0k | 130.96 |
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| Kroger (KR) | 0.0 | $376k | NEW | 5.2k | 72.36 |
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| Allstate Corporation (ALL) | 0.0 | $374k | NEW | 1.8k | 207.38 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $369k | +21% | 13k | 28.71 |
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| MetLife (MET) | 0.0 | $357k | -5% | 5.0k | 70.73 |
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| L3harris Technologies (LHX) | 0.0 | $350k | 1.0k | 345.20 |
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| Travelers Companies (TRV) | 0.0 | $350k | 1.2k | 291.56 |
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| American Express Company (AXP) | 0.0 | $348k | -2% | 1.2k | 302.51 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $345k | 2.9k | 118.64 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $338k | 1.6k | 215.04 |
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| Prudential Financial (PRU) | 0.0 | $336k | -3% | 3.4k | 97.70 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $334k | 2.3k | 145.75 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $324k | -6% | 2.4k | 132.90 |
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| Proshares Tr Ii Ulta Blmbg 2017 (UCO) | 0.0 | $324k | NEW | 8.2k | 39.30 |
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $324k | +2% | 4.1k | 78.77 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $306k | -3% | 3.3k | 93.30 |
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| Invesco Exchange Traded Fd T Pharmaceuticals (PJP) | 0.0 | $305k | -10% | 2.9k | 103.76 |
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| Ishares Tr Morningstar Valu (ILCV) | 0.0 | $300k | 3.2k | 93.13 |
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| First Ban (FNLC) | 0.0 | $299k | 11k | 28.03 |
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| Proshares Tr Bitcoin Etf (BITO) | 0.0 | $295k | -13% | 32k | 9.31 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $287k | -13% | 2.1k | 135.73 |
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| AFLAC Incorporated (AFL) | 0.0 | $284k | -3% | 2.6k | 109.72 |
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| Waste Management (WM) | 0.0 | $270k | -5% | 1.2k | 229.74 |
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| Yum! Brands (YUM) | 0.0 | $269k | 1.7k | 155.44 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $268k | NEW | 2.8k | 97.11 |
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| Welltower Inc Com reit Call Option (WELL) | 0.0 | $265k | NEW | 1.3k | 197.71 |
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| Applied Materials (AMAT) | 0.0 | $264k | NEW | 772.00 | 341.82 |
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| Capital One Financial (COF) | 0.0 | $263k | NEW | 1.4k | 182.48 |
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| Hims & Hers Health Com Cl A (HIMS) | 0.0 | $263k | -20% | 13k | 20.76 |
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| Brown & Brown (BRO) | 0.0 | $261k | -3% | 4.0k | 65.21 |
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| 3M Company (MMM) | 0.0 | $258k | 1.8k | 145.26 |
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| Costco Wholesale Corporation (COST) | 0.0 | $256k | -18% | 256.00 | 998.31 |
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| Draftkings Com Cl A (DKNG) | 0.0 | $252k | 12k | 21.62 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $231k | 4.5k | 50.81 |
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| Cummins (CMI) | 0.0 | $228k | 423.00 | 538.41 |
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| Corning Incorporated (GLW) | 0.0 | $226k | NEW | 1.7k | 135.95 |
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| Ishares Tr Core Msci Total (IXUS) | 0.0 | $222k | 2.6k | 86.63 |
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| Spdr Series Trust State Street Spd (XHE) | 0.0 | $222k | -11% | 2.8k | 78.24 |
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| Dick's Sporting Goods (DKS) | 0.0 | $220k | 1.1k | 198.34 |
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| Zeta Global Holdings Corp Cl A (ZETA) | 0.0 | $217k | -6% | 14k | 15.92 |
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| Cigna Corp (CI) | 0.0 | $216k | 808.00 | 266.74 |
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| Citigroup Com New (C) | 0.0 | $215k | -2% | 1.9k | 113.39 |
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| Constellation Energy (CEG) | 0.0 | $209k | 748.00 | 279.37 |
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| Hartford Financial Services (HIG) | 0.0 | $206k | 1.5k | 135.22 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $204k | 1.8k | 111.37 |
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| Sherwin-Williams Company (SHW) | 0.0 | $202k | 629.00 | 320.56 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $201k | NEW | 1.0k | 194.16 |
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| Transocean Registered Shs Call Option (RIG) | 0.0 | $139k | NEW | 21k | 6.63 |
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Past Filings by Means Investment
SEC 13F filings are viewable for Means Investment going back to 2019
- Means Investment 2026 Q1 filed April 24, 2026
- Means Investment 2025 Q4 filed Jan. 26, 2026
- 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