Means Investment

Means Investment as of March 31, 2025

Portfolio Holdings for Means Investment

Means Investment holds 191 positions in its portfolio as reported in the March 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) 16.1 $151M 295k 513.91
Apple (AAPL) 7.6 $71M 322k 222.13
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 7.3 $69M 1.1M 60.66
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 6.2 $58M 1.3M 46.02
Microsoft Corporation (MSFT) 4.0 $38M 100k 375.39
Amazon (AMZN) 4.0 $37M 196k 190.26
Vanguard World Mega Grwth Ind (MGK) 3.6 $34M 110k 308.88
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.2 $30M 348k 87.17
NVIDIA Corporation (NVDA) 3.1 $29M 270k 108.38
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 2.6 $25M 587k 41.85
Ishares Tr Mrgstr Md Cp Etf (IMCB) 2.4 $22M 303k 74.08
Vanguard World Mega Cap Val Etf (MGV) 2.4 $22M 173k 128.84
J P Morgan Exchange Traded F Active Bond Etf (JBND) 2.0 $19M 358k 53.52
Meta Platforms Cl A (META) 2.0 $18M 32k 576.36
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.7 $16M 107k 146.01
JPMorgan Chase & Co. (JPM) 1.6 $16M 63k 245.30
Alphabet Cap Stk Cl C (GOOG) 1.6 $15M 95k 156.23
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $11M 20k 532.59
W.R. Berkley Corporation (WRB) 1.0 $9.0M 127k 71.16
Select Sector Spdr Tr Financial (XLF) 0.9 $8.5M 171k 49.81
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.8 $7.8M 15k 533.49
Palantir Technologies Cl A (PLTR) 0.8 $7.1M 85k 84.40
Chevron Corporation (CVX) 0.7 $7.0M 42k 167.29
Ishares Tr U.s. Med Dvc Etf (IHI) 0.7 $6.5M 108k 60.19
Visa Com Cl A (V) 0.7 $6.1M 18k 350.45
Tesla Motors (TSLA) 0.6 $6.0M 23k 259.16
Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $5.9M 46k 128.96
salesforce (CRM) 0.6 $5.8M 21k 268.36
Abbvie (ABBV) 0.6 $5.6M 27k 209.52
Bank of America Corporation (BAC) 0.6 $5.2M 126k 41.73
Philip Morris International (PM) 0.5 $5.1M 32k 158.73
Oracle Corporation (ORCL) 0.5 $4.8M 34k 139.81
Lam Research Corp Com New (LRCX) 0.5 $4.6M 63k 72.70
Wal-Mart Stores (WMT) 0.5 $4.6M 52k 87.79
Spdr Ser Tr S&p Biotech (XBI) 0.5 $4.3M 53k 81.10
Procter & Gamble Company (PG) 0.4 $4.0M 24k 170.42
Abbott Laboratories (ABT) 0.4 $4.0M 30k 132.65
Vaneck Etf Trust Semiconductr Etf (SMH) 0.4 $4.0M 19k 211.47
Eli Lilly & Co. (LLY) 0.4 $4.0M 4.8k 825.84
Johnson & Johnson (JNJ) 0.4 $4.0M 24k 165.84
Exxon Mobil Corporation (XOM) 0.4 $3.8M 32k 118.93
Charles Schwab Corporation (SCHW) 0.4 $3.7M 47k 78.28
UnitedHealth (UNH) 0.4 $3.3M 6.3k 523.75
Uber Technologies (UBER) 0.3 $3.2M 44k 72.86
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $3.2M 56k 57.14
Alphabet Cap Stk Cl A (GOOGL) 0.3 $3.2M 21k 154.64
McDonald's Corporation (MCD) 0.3 $3.0M 9.7k 312.37
Broadcom (AVGO) 0.3 $2.9M 17k 167.43
Pimco Dynamic Income SHS (PDI) 0.3 $2.8M 143k 19.80
Goldman Sachs (GS) 0.3 $2.8M 5.1k 546.25
TJX Companies (TJX) 0.3 $2.7M 22k 121.80
Merck & Co (MRK) 0.3 $2.6M 29k 89.76
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $2.3M 18k 132.23
Blackstone Group Inc Com Cl A (BX) 0.2 $2.3M 17k 139.78
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $2.1M 20k 104.57
Raytheon Technologies Corp (RTX) 0.2 $2.0M 15k 132.46
Starbucks Corporation (SBUX) 0.2 $1.9M 20k 98.09
International Business Machines (IBM) 0.2 $1.9M 7.8k 248.66
Mastercard Incorporated Cl A (MA) 0.2 $1.9M 3.5k 548.15
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.9M 3.3k 559.45
Camden National Corporation (CAC) 0.2 $1.8M 45k 40.47
Pepsi (PEP) 0.2 $1.8M 12k 149.94
Home Depot (HD) 0.2 $1.7M 4.6k 366.51
Altria (MO) 0.2 $1.6M 27k 60.02
Servicenow (NOW) 0.2 $1.6M 2.0k 796.06
Bristol Myers Squibb (BMY) 0.2 $1.5M 25k 60.99
Mondelez Intl Cl A (MDLZ) 0.2 $1.5M 23k 67.85
Walt Disney Company (DIS) 0.2 $1.5M 15k 98.70
Nextera Energy (NEE) 0.2 $1.4M 20k 70.89
M&T Bank Corporation (MTB) 0.1 $1.4M 7.8k 178.75
Ishares Msci Emrg Chn (EMXC) 0.1 $1.4M 25k 55.09
Shopify Cl A (SHOP) 0.1 $1.4M 14k 95.48
Crowdstrike Hldgs Cl A (CRWD) 0.1 $1.3M 3.8k 352.59
Cisco Systems (CSCO) 0.1 $1.3M 21k 61.71
Deere & Company (DE) 0.1 $1.3M 2.8k 469.37
Ishares Tr Core S&p500 Etf (IVV) 0.1 $1.3M 2.2k 561.96
Coca-Cola Company (KO) 0.1 $1.2M 17k 71.62
Netflix (NFLX) 0.1 $1.2M 1.3k 932.84
Northrop Grumman Corporation (NOC) 0.1 $1.2M 2.3k 512.07
Ishares Tr Ishares Biotech (IBB) 0.1 $1.2M 9.3k 127.90
Blackrock (BLK) 0.1 $1.2M 1.3k 946.32
Nucor Corporation (NUE) 0.1 $1.1M 9.4k 120.34
Hims & Hers Health Com Cl A (HIMS) 0.1 $1.1M 38k 29.55
Novo-nordisk A S Adr (NVO) 0.1 $1.1M 16k 69.44
Adobe Systems Incorporated (ADBE) 0.1 $1.0M 2.7k 383.53
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $998k 8.6k 115.96
Palo Alto Networks (PANW) 0.1 $992k 5.8k 170.65
Pfizer (PFE) 0.1 $939k 37k 25.34
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $926k 2.0k 468.81
Spdr Ser Tr S&p Homebuild (XHB) 0.1 $923k 9.5k 96.90
Microstrategy Cl A New (MSTR) 0.1 $916k 3.2k 288.29
Southern Company (SO) 0.1 $906k 9.9k 91.95
IDEXX Laboratories (IDXX) 0.1 $891k 2.1k 420.03
Qualcomm (QCOM) 0.1 $870k 5.7k 153.61
Eaton Corp SHS (ETN) 0.1 $852k 3.1k 271.80
Verizon Communications (VZ) 0.1 $826k 18k 45.36
Prudential Financial (PRU) 0.1 $800k 7.2k 111.68
Carrier Global Corporation (CARR) 0.1 $800k 13k 63.40
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $798k 1.00 798442.00
Novartis Sponsored Adr (NVS) 0.1 $788k 7.1k 111.48
Bar Harbor Bankshares (BHB) 0.1 $770k 26k 29.50
Caterpillar (CAT) 0.1 $756k 2.3k 329.84
ConocoPhillips (COP) 0.1 $743k 7.1k 105.01
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $742k 14k 51.78
Amgen (AMGN) 0.1 $728k 2.3k 311.55
Lowe's Companies (LOW) 0.1 $702k 3.0k 233.21
Chubb (CB) 0.1 $694k 2.3k 301.96
Snowflake Cl A (SNOW) 0.1 $684k 4.7k 146.17
MetLife (MET) 0.1 $638k 7.9k 80.29
Gilead Sciences (GILD) 0.1 $638k 5.7k 112.05
Vanguard Index Fds Growth Etf (VUG) 0.1 $634k 1.7k 370.78
Otis Worldwide Corp (OTIS) 0.1 $634k 6.1k 103.19
Wisdomtree Tr Us Smallcap Fund (EES) 0.1 $626k 13k 48.84
Nike CL B (NKE) 0.1 $592k 9.3k 63.48
Sofi Technologies (SOFI) 0.1 $562k 48k 11.63
Union Pacific Corporation (UNP) 0.1 $545k 2.3k 236.27
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $543k 2.4k 222.13
Vanguard Index Fds Value Etf (VTV) 0.1 $538k 3.1k 172.74
Phillips 66 (PSX) 0.1 $535k 4.3k 123.47
Brown & Brown (BRO) 0.1 $516k 4.2k 124.40
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $507k 23k 22.08
Wells Fargo & Company (WFC) 0.1 $494k 6.9k 71.79
Lockheed Martin Corporation (LMT) 0.1 $489k 1.1k 446.59
Walgreen Boots Alliance 0.1 $476k 43k 11.17
Valero Energy Corporation (VLO) 0.0 $453k 3.4k 132.08
Unum (UNM) 0.0 $445k 5.5k 81.46
Trane Technologies SHS (TT) 0.0 $445k 1.3k 336.97
Nasdaq Omx (NDAQ) 0.0 $438k 5.8k 75.86
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $429k 5.0k 85.99
Comcast Corp Cl A (CMCSA) 0.0 $424k 12k 36.90
Costco Wholesale Corporation (COST) 0.0 $423k 447.00 946.37
Spdr Ser Tr Hlth Cr Equip (XHE) 0.0 $421k 5.1k 82.20
Micron Technology (MU) 0.0 $419k 4.8k 86.88
Draftkings Com Cl A (DKNG) 0.0 $418k 13k 33.21
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $390k 2.0k 193.98
Duke Energy Corp Com New (DUK) 0.0 $378k 3.1k 121.98
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.0 $366k 3.8k 95.97
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.0 $364k 3.2k 112.67
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.0 $359k 14k 25.54
Barrick Gold Corp (GOLD) 0.0 $358k 18k 19.44
At&t (T) 0.0 $353k 13k 28.28
Ishares Tr Us Aer Def Etf (ITA) 0.0 $350k 2.3k 153.11
Ishares Tr Core High Dv Etf (HDV) 0.0 $349k 2.9k 121.12
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $347k 2.8k 125.95
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.0 $329k 4.6k 71.43
Cheniere Energy Com New (LNG) 0.0 $327k 1.4k 231.41
Vanguard Index Fds Small Cp Etf (VB) 0.0 $322k 1.5k 221.74
American Express Company (AXP) 0.0 $321k 1.2k 269.06
Travelers Companies (TRV) 0.0 $317k 1.2k 264.37
Proshares Tr Bitcoin Etf (BITO) 0.0 $315k 17k 18.32
Charter Communications Inc N Cl A (CHTR) 0.0 $311k 844.00 368.53
Select Sector Spdr Tr Energy (XLE) 0.0 $308k 3.3k 93.46
State Street Corporation (STT) 0.0 $307k 3.4k 89.54
Cigna Corp (CI) 0.0 $299k 908.00 329.00
Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $297k 10k 29.28
AFLAC Incorporated (AFL) 0.0 $296k 2.7k 111.17
Advanced Micro Devices (AMD) 0.0 $289k 2.8k 102.73
Select Sector Spdr Tr Technology (XLK) 0.0 $288k 1.4k 206.44
Waste Management (WM) 0.0 $288k 1.2k 231.58
Proshares Tr Ii Ulta Blmbg 2017 (UCO) 0.0 $287k 11k 27.06
CVS Caremark Corporation (CVS) 0.0 $283k 4.2k 67.74
Invesco Exchange Traded Fd T Pharmaceuticals (PJP) 0.0 $283k 3.3k 86.61
Sherwin-Williams Company (SHW) 0.0 $275k 789.00 349.02
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $272k 2.7k 100.63
Yum! Brands (YUM) 0.0 $271k 1.7k 157.35
Marathon Petroleum Corp (MPC) 0.0 $268k 1.8k 145.68
Morgan Stanley Com New (MS) 0.0 $267k 2.3k 116.66
Texas Instruments Incorporated (TXN) 0.0 $266k 1.5k 179.69
Bank of New York Mellon Corporation (BK) 0.0 $264k 3.1k 83.86
Kimberly-Clark Corporation (KMB) 0.0 $263k 1.8k 142.26
3M Company (MMM) 0.0 $261k 1.8k 146.83
Ishares Tr Core Msci Total (IXUS) 0.0 $259k 3.7k 69.81
Ishares Tr Morningstar Valu (ILCV) 0.0 $258k 3.2k 81.45
Ishares Tr Msci Eafe Etf (EFA) 0.0 $255k 3.1k 81.74
Marsh & McLennan Companies (MMC) 0.0 $249k 1.0k 243.94
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $238k 6.3k 37.73
Danaher Corporation (DHR) 0.0 $230k 1.1k 204.99
Ishares Tr Rusel 2500 Etf (SMMD) 0.0 $225k 3.6k 62.54
Hartford Financial Services (HIG) 0.0 $223k 1.8k 123.74
Inmode SHS (INMD) 0.0 $219k 12k 17.74
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $218k 3.0k 73.45
Dick's Sporting Goods (DKS) 0.0 $218k 1.1k 201.60
Toronto Dominion Bk Ont Com New (TD) 0.0 $213k 3.5k 59.94
L3harris Technologies (LHX) 0.0 $212k 1.0k 209.28
SYSCO Corporation (SYY) 0.0 $212k 2.8k 75.03
Select Sector Spdr Tr Indl (XLI) 0.0 $209k 1.6k 131.07
Accenture Plc Ireland Shs Class A (ACN) 0.0 $207k 663.00 311.96
Ingredion Incorporated (INGR) 0.0 $201k 1.5k 135.21
First Ban (FNLC) 0.0 $201k 8.1k 24.72
Zeta Global Holdings Corp Cl A (ZETA) 0.0 $198k 15k 13.56
Grab Holdings Class A Ord Call Option (GRAB) 0.0 $7.8k 10k 0.78