Means Investment

Latest statistics and disclosures from Means Investment's latest quarterly 13F-HR filing:

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Portfolio Holdings for Means Investment

Companies in the Means Investment portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 13.6 $55M 452k 122.15
Vanguard World Mega Grwth Ind (MGK) 8.3 $34M -21% 163k 207.07
Amazon (AMZN) 7.9 $32M 10k 3094.11
JPMorgan Chase & Co. (JPM) 2.8 $12M 76k 152.23
Ishares Tr Core S&p Scp Etf (IJR) 2.7 $11M 101k 108.53
Spdr Ser Tr S&p Biotech (XBI) 2.7 $11M 80k 135.65
Facebook Cl A (FB) 2.5 $10M +2% 35k 294.54
Vanguard World Mega Cap Val Etf (MGV) 2.4 $9.8M NEW 103k 95.20
Ishares Tr U.s. Med Dvc Etf (IHI) 2.2 $8.8M +5% 27k 330.36
Alphabet Cap Stk Cl C (GOOG) 2.0 $8.3M 4.0k 2068.90
Bank of America Corporation (BAC) 1.7 $7.0M 180k 38.69
Ishares Tr Msci Emg Mkt Etf (EEM) 1.7 $6.9M +1431% 129k 53.34
Walt Disney Company (DIS) 1.7 $6.9M +2% 37k 184.53
salesforce (CRM) 1.6 $6.5M 31k 211.88

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Lam Research Corporation (LRCX) 1.6 $6.5M 11k 595.24
Microsoft Corporation Call Option (MSFT) 1.5 $6.2M 104k 60.00
Chevron Corporation (CVX) 1.4 $5.7M +2% 55k 104.78
Ark Etf Tr Genomic Rev Etf (ARKG) 1.3 $5.2M +4% 59k 88.73
Johnson & Johnson (JNJ) 1.2 $4.8M 29k 164.33
Abbott Laboratories (ABT) 1.0 $4.2M 35k 119.84
Visa Com Cl A (V) 1.0 $3.9M +5% 18k 211.73
Procter & Gamble Company (PG) 0.9 $3.5M 26k 135.44
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $3.5M 14k 255.48
Philip Morris International (PM) 0.8 $3.4M -5% 39k 88.75
Bristol Myers Squibb (BMY) 0.8 $3.2M -5% 51k 63.13
Abbvie (ABBV) 0.8 $3.2M 30k 108.22
Etf Managers Tr Prime Mobile Pay (IPAY) 0.8 $3.1M 47k 66.78
Verizon Communications (VZ) 0.8 $3.1M 54k 58.15
McDonald's Corporation (MCD) 0.8 $3.1M +2% 14k 224.12
Goldman Sachs (GS) 0.7 $2.9M 9.0k 327.04
Intel Corporation (INTC) 0.7 $2.9M -2% 45k 64.00
Merck & Co (MRK) 0.7 $2.8M 37k 77.10
Pimco Dynamic Income SHS (PDI) 0.7 $2.8M -3% 100k 28.15
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.7 $2.8M +4% 28k 101.92
Walgreen Boots Alliance (WBA) 0.7 $2.8M 50k 54.91
Mondelez Intl Cl A (MDLZ) 0.6 $2.6M 45k 58.54
Oracle Corporation (ORCL) 0.6 $2.6M 37k 70.16
Spdr Ser Tr Hlth Cr Equip (XHE) 0.6 $2.6M 21k 119.60
IDEXX Laboratories (IDXX) 0.6 $2.5M 5.2k 489.37
First Tr Exchange-traded Dj Internt Idx (FDN) 0.6 $2.5M 12k 218.05
Wal-Mart Stores (WMT) 0.6 $2.5M 18k 135.85
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $2.4M 5.9k 396.39
At&t (T) 0.6 $2.3M -5% 76k 30.27
Cisco Systems (CSCO) 0.5 $2.2M -10% 42k 51.71
Altria (MO) 0.5 $2.1M -4% 42k 51.15
Northrop Grumman Corporation (NOC) 0.5 $2.1M +3% 6.6k 323.57
Bar Harbor Bankshares (BHB) 0.5 $2.0M 69k 29.43
Blackstone Group Com Cl A (BX) 0.5 $1.9M 25k 74.54
Ishares Tr Core Msci Total (IXUS) 0.4 $1.8M 26k 70.28
W.R. Berkley Corporation (WRB) 0.4 $1.8M 23k 75.33
TJX Companies (TJX) 0.4 $1.7M 26k 66.14
Camden National Corporation (CAC) 0.4 $1.7M 35k 47.87
Nextera Energy (NEE) 0.4 $1.7M 22k 75.63
Pepsi (PEP) 0.4 $1.6M 11k 141.47
BlackRock (BLK) 0.4 $1.6M +7% 2.1k 754.14
UnitedHealth (UNH) 0.4 $1.5M +3% 4.1k 371.91
Prudential Financial (PRU) 0.4 $1.5M 16k 91.13
Snowflake Cl A (SNOW) 0.4 $1.5M +26% 6.4k 229.34
Pfizer (PFE) 0.4 $1.4M 40k 36.23
Medtronic SHS (MDT) 0.3 $1.4M +5% 12k 118.10
Home Depot (HD) 0.3 $1.4M 4.6k 305.26
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.4M 669.00 2062.78
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.3 $1.4M 24k 56.43
Tesla Motors (TSLA) 0.3 $1.3M +304% 2.0k 668.02
Exxon Mobil Corporation (XOM) 0.3 $1.3M -6% 23k 55.82
Ark Etf Tr Fintech Innova (ARKF) 0.3 $1.3M +86% 25k 51.11
Adobe Systems Incorporated (ADBE) 0.3 $1.3M -2% 2.7k 475.23
Servicenow (NOW) 0.3 $1.3M +3% 2.5k 500.20
Raytheon Technologies Corp (RTX) 0.3 $1.1M 14k 77.25
Boeing Company (BA) 0.3 $1.1M +28% 4.3k 254.68
JetBlue Airways Corporation (JBLU) 0.3 $1.1M +6% 52k 20.33
International Business Machines (IBM) 0.2 $1.0M 7.6k 133.32
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.2 $995k -8% 20k 50.20
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.2 $975k +34% 12k 83.94
NVIDIA Corporation (NVDA) 0.2 $958k 1.8k 534.30
Wisdomtree Tr Us Smallcap Fund (EES) 0.2 $919k +5% 19k 47.40
Coca-Cola Company (KO) 0.2 $913k -42% 17k 52.70
Lowe's Companies (LOW) 0.2 $882k +3% 4.6k 190.25
Smart Global Hldgs SHS (SGH) 0.2 $878k -9% 19k 46.02
Palantir Technologies Cl A (PLTR) 0.2 $851k +196% 37k 23.28
Nucor Corporation (NUE) 0.2 $821k 10k 80.29
Barrick Gold Corp (GOLD) 0.2 $818k 41k 19.79
Ishares Tr Nasdaq Biotech (IBB) 0.2 $771k +7% 5.1k 150.47
Comcast Corp Cl A (CMCSA) 0.2 $758k -6% 14k 54.14
Vaneck Vectors Etf Tr Semiconductor Et (SMH) 0.2 $742k 3.0k 243.52
Netflix (NFLX) 0.2 $714k -5% 1.4k 521.55
Docusign (DOCU) 0.2 $713k -3% 3.5k 202.38
Novartis Sponsored Adr (NVS) 0.2 $660k -5% 7.7k 85.45
Deere & Company (DE) 0.2 $641k +2% 1.7k 373.98
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $633k 9.5k 66.98
Ishares Tr Core S&p500 Etf (IVV) 0.2 $623k 1.6k 397.83
First Tr Exchange Traded Cloud Computing (SKYY) 0.2 $610k 6.4k 95.79
Lockheed Martin Corporation (LMT) 0.2 $610k +8% 1.7k 369.47
Draftkings Com Cl A (DKNG) 0.1 $596k +35% 9.7k 61.39
Eli Lilly & Co. (LLY) 0.1 $581k 3.1k 186.70
Amgen (AMGN) 0.1 $569k 2.3k 248.58
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $562k +2% 1.8k 318.96
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.1 $559k 6.6k 84.15
Carrier Global Corporation (CARR) 0.1 $545k 13k 42.25
Mastercard Incorporated Cl A (MA) 0.1 $537k -2% 1.5k 355.86
Ishares Tr Modert Alloc Etf (AOM) 0.1 $525k 12k 43.53
Zoom Video Communications In Cl A (ZM) 0.1 $521k 1.6k 321.21
Charter Communications Inc N Cl A (CHTR) 0.1 $519k 841.00 617.12
Paypal Holdings (PYPL) 0.1 $517k 2.1k 242.84
Ishares Tr Short Treas Bd (SHV) 0.1 $497k 4.5k 110.49
Alibaba Group Hldg Sponsored Ads Call Option (BABA) 0.1 $493k +2% 32k 15.33
Union Pacific Corporation (UNP) 0.1 $485k 2.2k 220.45
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $480k 5.0k 96.00
Eaton Corp SHS (ETN) 0.1 $479k 3.5k 138.28
Toronto Dominion Bk Ont Com New (TD) 0.1 $473k +5% 7.3k 65.23
People's United Financial (PBCT) 0.1 $451k 25k 17.91
Stag Industrial (STAG) 0.1 $447k +14% 13k 33.59
Otis Worldwide Corp (OTIS) 0.1 $427k 6.2k 68.46
Zillow Group Cl A (ZG) 0.1 $421k NEW 3.2k 131.44
Pinterest Cl A (PINS) 0.1 $411k 5.6k 73.96
Duke Energy Corp Com New (DUK) 0.1 $398k 4.1k 96.51
Southern Company (SO) 0.1 $396k -11% 6.4k 62.10
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $392k 3.9k 100.44
Jazz Pharmaceuticals Shs Usd (JAZZ) 0.1 $392k 2.4k 164.43
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $390k 3.6k 109.27
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $386k -50% 1.00 386000.00
Vanguard Index Fds Small Cp Etf (VB) 0.1 $382k 1.8k 214.01
Invesco Exchange Traded Fd T Dynmc Phrmctls (PJP) 0.1 $376k 4.8k 78.86
ConocoPhillips (COP) 0.1 $376k 7.1k 52.94
Crowdstrike Hldgs Cl A (CRWD) 0.1 $360k -20% 2.0k 182.74
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $358k 3.6k 100.79
Roku Com Cl A (ROKU) 0.1 $357k 1.1k 326.03
BP Sponsored Adr (BP) 0.1 $355k -10% 15k 24.35
Phillips 66 (PSX) 0.1 $355k 4.4k 81.55
3M Company (MMM) 0.1 $353k +2% 1.8k 192.48
Ishares Tr Core High Dv Etf (HDV) 0.1 $350k -8% 3.7k 94.88
Micron Technology (MU) 0.1 $347k -6% 3.9k 88.21
Valero Energy Corporation (VLO) 0.1 $343k 4.8k 71.58
American Express Company (AXP) 0.1 $342k 2.4k 141.38
Vanguard Index Fds Growth Etf (VUG) 0.1 $337k 1.3k 257.06
Exchange Traded Concepts Tr Robo Glb Etf (ROBO) 0.1 $335k NEW 5.3k 63.46
MGM Resorts International. (MGM) 0.1 $320k -15% 8.4k 37.98
Caterpillar (CAT) 0.1 $320k +8% 1.4k 232.05
Target Corporation (TGT) 0.1 $319k 1.6k 197.89
Kimberly-Clark Corporation (KMB) 0.1 $313k 2.3k 138.86
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $307k +5% 4.4k 69.11
Eversource Energy (ES) 0.1 $292k 3.4k 86.72
Square Cl A (SQ) 0.1 $289k +2% 1.3k 226.67
Nasdaq Omx (NDAQ) 0.1 $284k 1.9k 147.61
AFLAC Incorporated (AFL) 0.1 $272k 5.3k 51.12
State Street Corporation (STT) 0.1 $265k 3.2k 83.89
Qualcomm (QCOM) 0.1 $249k -2% 1.9k 132.80
Baidu Spon Adr Rep A (BIDU) 0.1 $248k 1.1k 217.16
Moderna (MRNA) 0.1 $248k 1.9k 130.73
General Mills (GIS) 0.1 $248k 4.0k 61.42
Activision Blizzard (ATVI) 0.1 $247k 2.7k 93.00
Arrowhead Pharmaceuticals (ARWR) 0.1 $247k -2% 3.7k 66.22
United Parcel Service CL B (UPS) 0.1 $242k 1.4k 170.06
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $237k 497.00 476.86
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $236k 861.00 274.10
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $236k 1.6k 147.04
Starbucks Corporation Call Option (SBUX) 0.1 $235k +2% 35k 6.67
Barclays Bank Ipth Sr B S&p (VXX) 0.1 $231k NEW 20k 11.38
Cigna Corp (CI) 0.1 $226k NEW 934.00 241.97
Vanguard Index Fds Value Etf (VTV) 0.1 $222k 1.7k 131.59
Texas Instruments Incorporated (TXN) 0.1 $216k -7% 1.1k 188.98
Chubb (CB) 0.1 $216k 1.4k 158.13
Thermo Fisher Scientific (TMO) 0.1 $215k 470.00 457.45
Kraft Heinz (KHC) 0.1 $213k NEW 5.3k 40.06
Uber Technologies (UBER) 0.1 $210k 3.9k 54.45
Trane Technologies SHS (TT) 0.1 $208k -6% 1.3k 165.21
Glaxosmithkline Sponsored Adr (GSK) 0.1 $206k 5.8k 35.76
Rh (RH) 0.1 $206k -65% 345.00 597.10
Zimmer Holdings (ZBH) 0.1 $205k 1.3k 160.03
SYSCO Corporation (SYY) 0.0 $200k NEW 2.5k 78.62
Desktop Metal Com Cl A (DM) 0.0 $181k +32% 12k 14.86
Fiverr Intl Ord Shs Call Option (FVRR) 0.0 $41k NEW 1.4k 30.00
Ford Motor Company Call Option (F) 0.0 $30k +22% 15k 2.00
Electrameccanica Vehs Corp Com New Call Option (SOLO) 0.0 $13k NEW 13k 1.00
Nike CL B Call Option (NKE) 0.0 $0 +2% 35k 0.00
Gilead Sciences Call Option (GILD) 0.0 $0 7.0k 0.00

Past Filings by Means Investment

SEC 13F filings are viewable for Means Investment going back to 2019