Means Investment

Means Investment as of Dec. 31, 2024

Portfolio Holdings for Means Investment

Means Investment holds 205 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 9.5 $92M 366k 250.42
Vanguard World Mega Grwth Ind (MGK) 9.4 $90M 262k 343.41
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.8 $75M 140k 538.81
Vanguard World Mega Cap Val Etf (MGV) 6.6 $63M 507k 124.91
Amazon (AMZN) 5.4 $52M 238k 219.39
Microsoft Corporation (MSFT) 4.6 $45M 106k 421.50
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 4.6 $44M 762k 57.41
NVIDIA Corporation (NVDA) 3.4 $33M 244k 134.29
Meta Platforms Cl A (META) 2.6 $25M 42k 585.52
Alphabet Cap Stk Cl C (GOOG) 2.4 $23M 120k 190.44
JPMorgan Chase & Co. (JPM) 2.0 $20M 81k 239.71
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 1.9 $18M 448k 40.67
J P Morgan Exchange Traded F Active Bond Etf (JBND) 1.9 $18M 347k 52.25
salesforce (CRM) 1.5 $14M 42k 334.33
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.4 $14M 140k 96.53
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $13M 28k 453.28
Ishares Tr Mrgstr Md Cp Etf (IMCB) 1.2 $12M 158k 76.15
Spdr Ser Tr S&p Biotech (XBI) 1.0 $9.6M 107k 90.06
Lam Research Corp Com New (LRCX) 1.0 $9.6M 133k 72.23
Ishares Tr U.s. Med Dvc Etf (IHI) 0.9 $8.8M 151k 58.35
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.9 $8.2M 15k 569.58
Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $8.1M 64k 127.59
Charles Schwab Corporation (SCHW) 0.8 $8.0M 108k 74.01
Chevron Corporation (CVX) 0.8 $7.9M 55k 144.84
Visa Com Cl A (V) 0.8 $7.7M 24k 316.04
W.R. Berkley Corporation (WRB) 0.8 $7.4M 127k 58.52
Palantir Technologies Cl A (PLTR) 0.8 $7.3M 96k 75.63
Tesla Motors (TSLA) 0.7 $6.8M 17k 403.85
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.7 $6.6M 48k 137.57
Bank of America Corporation (BAC) 0.7 $6.3M 143k 43.95
Wal-Mart Stores (WMT) 0.7 $6.3M 69k 90.35
Uber Technologies (UBER) 0.6 $5.9M 98k 60.32
Oracle Corporation (ORCL) 0.6 $5.9M 35k 166.64
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.5 $5.2M 104k 49.96
Abbvie (ABBV) 0.5 $4.9M 28k 177.70
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $4.8M 42k 115.22
Vaneck Etf Trust Semiconductr Etf (SMH) 0.5 $4.7M 19k 242.17
Ishares Msci Emrg Chn (EMXC) 0.5 $4.6M 83k 55.45
Goldman Sachs (GS) 0.5 $4.5M 7.8k 572.58
Novo-nordisk A S Adr (NVO) 0.4 $4.3M 50k 86.02
Procter & Gamble Company (PG) 0.4 $4.2M 25k 167.65
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $4.0M 70k 57.53
Pimco Dynamic Income SHS (PDI) 0.4 $4.0M 216k 18.34
Philip Morris International (PM) 0.4 $3.9M 33k 120.35
Johnson & Johnson (JNJ) 0.4 $3.8M 26k 144.62
Abbott Laboratories (ABT) 0.4 $3.7M 32k 113.11
Alphabet Cap Stk Cl A (GOOGL) 0.4 $3.7M 19k 189.30
Blackstone Group Inc Com Cl A (BX) 0.4 $3.6M 21k 172.42
McDonald's Corporation (MCD) 0.4 $3.4M 12k 289.90
Merck & Co (MRK) 0.3 $3.0M 31k 99.48
TJX Companies (TJX) 0.3 $2.9M 24k 120.81
Servicenow (NOW) 0.3 $2.7M 2.5k 1059.99
Eli Lilly & Co. (LLY) 0.3 $2.5M 3.2k 772.09
UnitedHealth (UNH) 0.3 $2.5M 4.9k 505.83
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $2.5M 4.2k 586.13
Exxon Mobil Corporation (XOM) 0.2 $2.2M 21k 107.57
Blackrock (BLK) 0.2 $2.2M 2.1k 1025.18
Starbucks Corporation (SBUX) 0.2 $2.2M 24k 91.25
Northrop Grumman Corporation (NOC) 0.2 $2.1M 4.4k 469.27
Home Depot (HD) 0.2 $2.0M 5.2k 389.02
Walt Disney Company (DIS) 0.2 $2.0M 18k 111.35
Camden National Corporation (CAC) 0.2 $1.9M 46k 42.74
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $1.8M 22k 84.79
International Business Machines (IBM) 0.2 $1.8M 8.2k 219.84
Mondelez Intl Cl A (MDLZ) 0.2 $1.8M 30k 59.73
Raytheon Technologies Corp (RTX) 0.2 $1.7M 15k 115.72
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $1.7M 15k 117.48
Pfizer (PFE) 0.2 $1.7M 65k 26.53
Bristol Myers Squibb (BMY) 0.2 $1.7M 30k 56.56
Pepsi (PEP) 0.2 $1.7M 11k 152.07
Broadcom (AVGO) 0.2 $1.6M 7.0k 231.85
Altria (MO) 0.2 $1.5M 30k 52.29
Shopify Cl A (SHOP) 0.2 $1.5M 14k 106.33
Nextera Energy (NEE) 0.2 $1.5M 21k 71.69
Cisco Systems (CSCO) 0.2 $1.5M 25k 59.20
Netflix (NFLX) 0.2 $1.4M 1.6k 891.31
Prudential Financial (PRU) 0.1 $1.4M 12k 118.53
Crowdstrike Hldgs Cl A (CRWD) 0.1 $1.4M 4.1k 342.14
IDEXX Laboratories (IDXX) 0.1 $1.4M 3.3k 413.44
Ishares Tr Core S&p500 Etf (IVV) 0.1 $1.4M 2.3k 588.62
Ishares Tr Ishares Biotech (IBB) 0.1 $1.4M 10k 132.21
Deere & Company (DE) 0.1 $1.3M 3.2k 423.73
Spdr Ser Tr S&p Homebuild (XHB) 0.1 $1.3M 12k 104.50
Nike CL B (NKE) 0.1 $1.3M 17k 75.67
Hims & Hers Health Com Cl A (HIMS) 0.1 $1.2M 50k 24.18
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.2M 2.3k 511.17
Adobe Systems Incorporated (ADBE) 0.1 $1.2M 2.7k 444.68
Coca-Cola Company (KO) 0.1 $1.2M 19k 62.26
Southern Company (SO) 0.1 $1.2M 14k 82.32
Palo Alto Networks (PANW) 0.1 $1.1M 6.1k 181.95
Nucor Corporation (NUE) 0.1 $1.1M 9.4k 116.71
Qualcomm (QCOM) 0.1 $1.1M 7.1k 153.61
Eaton Corp SHS (ETN) 0.1 $1.1M 3.3k 331.91
Spdr Ser Tr Hlth Cr Equip (XHE) 0.1 $1.0M 12k 88.51
Snowflake Cl A (SNOW) 0.1 $1.0M 6.6k 154.41
Caterpillar (CAT) 0.1 $983k 2.7k 362.77
Mastercard Incorporated Cl A (MA) 0.1 $966k 1.8k 526.51
Select Sector Spdr Tr Financial (XLF) 0.1 $960k 20k 48.33
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $951k 3.9k 243.17
Microstrategy Cl A New (MSTR) 0.1 $915k 3.2k 289.59
Lowe's Companies (LOW) 0.1 $913k 3.7k 246.79
Bar Harbor Bankshares (BHB) 0.1 $913k 30k 30.58
Carrier Global Corporation (CARR) 0.1 $881k 13k 68.26
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $878k 16k 56.38
Sofi Technologies (SOFI) 0.1 $786k 51k 15.40
ConocoPhillips (COP) 0.1 $777k 7.8k 99.17
M&T Bank Corporation (MTB) 0.1 $776k 4.1k 188.00
Verizon Communications (VZ) 0.1 $761k 19k 39.99
Wisdomtree Tr Us Smallcap Fund (EES) 0.1 $735k 14k 53.94
Vanguard Index Fds Growth Etf (VUG) 0.1 $733k 1.8k 410.43
MetLife (MET) 0.1 $722k 8.8k 81.88
Novartis Sponsored Adr (NVS) 0.1 $711k 7.3k 97.31
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $681k 1.00 680920.00
Chubb (CB) 0.1 $636k 2.3k 276.28
Lockheed Martin Corporation (LMT) 0.1 $627k 1.3k 485.83
Amgen (AMGN) 0.1 $615k 2.4k 260.62
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.1 $593k 5.1k 115.13
Gilead Sciences (GILD) 0.1 $576k 6.2k 92.37
Otis Worldwide Corp (OTIS) 0.1 $573k 6.2k 92.61
Vanguard Index Fds Value Etf (VTV) 0.1 $548k 3.2k 169.28
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $533k 23k 23.18
Union Pacific Corporation (UNP) 0.1 $531k 2.3k 228.09
Phillips 66 (PSX) 0.1 $530k 4.7k 113.92
Trane Technologies SHS (TT) 0.1 $495k 1.3k 369.24
Unum (UNM) 0.1 $492k 6.7k 73.03
American Express Company (AXP) 0.1 $487k 1.6k 296.81
Wells Fargo & Company (WFC) 0.1 $482k 6.9k 70.24
Vanguard Index Fds Small Cp Etf (VB) 0.0 $465k 1.9k 240.30
Advanced Micro Devices (AMD) 0.0 $463k 3.8k 120.78
Ishares Tr Rusel 2500 Etf (SMMD) 0.0 $463k 6.8k 68.00
Micron Technology (MU) 0.0 $462k 5.5k 84.17
Draftkings Com Cl A (DKNG) 0.0 $454k 12k 37.20
Comcast Corp Cl A (CMCSA) 0.0 $447k 12k 37.53
Nasdaq Omx (NDAQ) 0.0 $446k 5.8k 77.31
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.0 $428k 17k 24.99
Ishares Tr Us Aer Def Etf (ITA) 0.0 $428k 2.9k 145.33
Ishares Tr Morningstar Valu (ILCV) 0.0 $425k 5.3k 80.98
Brown & Brown (BRO) 0.0 $424k 4.2k 102.02
Costco Wholesale Corporation (COST) 0.0 $424k 462.00 916.59
Proshares Tr Bitcoin Etf (BITO) 0.0 $421k 19k 22.78
Valero Energy Corporation (VLO) 0.0 $419k 3.4k 122.59
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $418k 5.0k 84.14
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.0 $418k 5.5k 75.53
Select Sector Spdr Tr Technology (XLK) 0.0 $416k 1.8k 232.47
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $413k 4.1k 100.33
Exchange Traded Concepts Tru Robo Glb Etf (ROBO) 0.0 $403k 7.2k 56.26
Walgreen Boots Alliance 0.0 $398k 43k 9.33
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $393k 2.0k 195.84
Ishares Tr Core Msci Total (IXUS) 0.0 $393k 5.9k 66.14
Duke Energy Corp Com New (DUK) 0.0 $375k 3.5k 107.75
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.0 $359k 3.8k 95.00
Marathon Petroleum Corp (MPC) 0.0 $359k 2.6k 139.51
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $356k 2.8k 129.35
State Street Corporation (STT) 0.0 $343k 3.5k 98.16
Stag Industrial (STAG) 0.0 $339k 10k 33.82
Select Sector Spdr Tr Communication (XLC) 0.0 $337k 3.5k 96.81
Proshares Tr Ii Ulta Blmbg 2017 (UCO) 0.0 $331k 12k 27.50
Barrick Gold Corp (GOLD) 0.0 $330k 21k 15.50
Ishares Tr Core High Dv Etf (HDV) 0.0 $321k 2.9k 112.26
Cheniere Energy Com New (LNG) 0.0 $306k 1.4k 214.86
Select Sector Spdr Tr Energy (XLE) 0.0 $305k 3.6k 85.66
Morgan Stanley Com New (MS) 0.0 $292k 2.3k 125.73
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $289k 7.1k 40.41
Travelers Companies (TRV) 0.0 $289k 1.2k 240.91
Charter Communications Inc N Cl A (CHTR) 0.0 $288k 841.00 342.77
Progressive Corporation (PGR) 0.0 $288k 1.2k 239.63
Sherwin-Williams Company (SHW) 0.0 $286k 841.00 339.73
Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $284k 10k 28.15
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $283k 2.6k 108.59
Boeing Company (BA) 0.0 $281k 1.6k 176.96
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $279k 996.00 280.06
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $277k 5.5k 50.37
Texas Instruments Incorporated (TXN) 0.0 $277k 1.5k 187.55
AFLAC Incorporated (AFL) 0.0 $276k 2.7k 103.46
Invesco Exchange Traded Fd T Pharmaceuticals (PJP) 0.0 $275k 3.3k 82.61
MGM Resorts International. (MGM) 0.0 $267k 7.7k 34.65
Zeta Global Holdings Corp Cl A (ZETA) 0.0 $263k 15k 17.99
Cigna Corp (CI) 0.0 $263k 952.00 276.18
At&t (T) 0.0 $262k 12k 22.77
L3harris Technologies (LHX) 0.0 $259k 1.2k 210.23
Danaher Corporation (DHR) 0.0 $258k 1.1k 229.47
Waste Management (WM) 0.0 $251k 1.2k 201.84
Kimberly-Clark Corporation (KMB) 0.0 $250k 1.9k 131.02
Dick's Sporting Goods (DKS) 0.0 $247k 1.1k 228.88
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $246k 3.4k 71.92
Bank of New York Mellon Corporation (BK) 0.0 $242k 3.1k 76.82
First Tr Exchange Traded Cloud Computing (SKYY) 0.0 $239k 2.0k 119.11
Ishares Tr Msci Eafe Etf (EFA) 0.0 $236k 3.1k 75.62
First Ban (FNLC) 0.0 $236k 8.6k 27.35
Inmode SHS (INMD) 0.0 $235k 14k 16.70
Accenture Plc Ireland Shs Class A (ACN) 0.0 $234k 665.00 351.69
3M Company (MMM) 0.0 $229k 1.8k 129.12
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $228k 4.7k 49.05
Select Sector Spdr Tr Indl (XLI) 0.0 $228k 1.7k 131.79
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $223k 2.3k 96.82
Marsh & McLennan Companies (MMC) 0.0 $217k 1.0k 212.36
SYSCO Corporation (SYY) 0.0 $215k 2.8k 76.45
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $208k 3.3k 63.46
Medtronic SHS (MDT) 0.0 $207k 2.6k 79.88
Ameriprise Financial (AMP) 0.0 $207k 389.00 532.05
Ingredion Incorporated (INGR) 0.0 $205k 1.5k 137.56
The Trade Desk Com Cl A (TTD) 0.0 $204k 1.7k 117.54
Coinbase Global Com Cl A (COIN) 0.0 $201k 810.00 248.34
Kayne Anderson MLP Investment (KYN) 0.0 $127k 10k 12.71
Grab Holdings Class A Ord Call Option (GRAB) 0.0 $12k 11k 1.05