MEANS INVESTMENT CO., INC.
195 holdingsFiling period: 2026-03-31Current AUM: $1.31Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 342.9K | $204.9M | $235.4M | 17.99% | +7.3K | 2026-03-31 |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | 1.26M | $95.0M | $104.8M | 8.01% | -4,072 | 2026-03-31 |
| 3 | XLG | INVESCO EXCHANGE TRADED FD T | 1.56M | $85.3M | $95.1M | 7.26% | +100.1K | 2026-03-31 |
| 4 | AAPL | APPLE INC | 297.1K | $75.4M | $91.8M | 7.01% | -1,615 | 2026-03-31 |
| 5 | NVDA | NVIDIA CORPORATION | 262.5K | $45.8M | $52.7M | 4.03% | +18 | 2026-03-31 |
| 6 | AVUV | AMERICAN CENTY ETF TR | 394.0K | $43.5M | $49.4M | 3.77% | -2,575 | 2026-03-31 |
| 7 | AMZN | AMAZON COM INC | 191.8K | $39.9M | $52.1M | 3.98% | +2.2K | 2026-03-31 |
| 8 | MSFT | MICROSOFT CORP | 104.6K | $38.7M | $48.6M | 3.71% | +2.9K | 2026-03-31 |
| 9 | IMCB | ISHARES TR | 432.4K | $36.1M | $41.9M | 3.20% | +4.4K | 2026-03-31 |
| 10 | MGK | VANGUARD WORLD FD | 95.8K | $35.2M | $41.3M | 3.16% | -915 | 2026-03-31 |
| 11 | GOOG | ALPHABET INC | 85.9K | $24.6M | $30.6M | 2.34% | -249 | 2026-03-31 |
| 12 | XLV | SELECT SECTOR SPDR TR | 161.5K | $23.7M | $26.3M | 2.01% | +3.4K | 2026-03-31 |
| 13 | JBND | J P MORGAN EXCHANGE TRADED F | 431.9K | $23.2M | $22.8M | 1.74% | +7.1K | 2026-03-31 |
| 14 | MGV | VANGUARD WORLD FD | 136.7K | $19.8M | $22.3M | 1.70% | -3,073 | 2026-03-31 |
| 15 | JPM | JPMORGAN CHASE & CO | 65.2K | $19.2M | $22.9M | 1.75% | +1.9K | 2026-03-31 |
| 16 | META | META PLATFORMS INC | 31.7K | $18.1M | $17.7M | 1.35% | +328 | 2026-03-31 |
| 17 | FBTC | FIDELITY WISE ORIGIN BITCOIN | 298.6K | $17.6M | $16.3M | 1.25% | +21.4K | 2026-03-31 |
| 18 | PLTR | PALANTIR TECHNOLOGIES INC | 84.3K | $12.3M | $10.4M | 0.79% | -293 | 2026-03-31 |
| 19 | LRCX | LAM RESEARCH CORP | 56.6K | $12.1M | $16.6M | 1.27% | -1,796 | 2026-03-31 |
| 20 | XLF | SELECT SECTOR SPDR TR | 226.1K | $11.2M | $12.9M | 0.98% | +10.5K | 2026-03-31 |
| 21 | TSLA | TESLA INC | 27.3K | $10.1M | $8.5M | 0.65% | +737 | 2026-03-31 |
| 22 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 20.5K | $9.8M | $9.8M | 0.75% | -82 | 2026-03-31 |
| 23 | CVX | CHEVRON CORPORATION | 41.1K | $8.5M | $8.1M | 0.62% | +2.4K | 2026-03-31 |
| 24 | AVGO | BROADCOM INC | 27.4K | $8.5M | $10.6M | 0.81% | +1.6K | 2026-03-31 |
| 25 | WRB | BERKLEY W R CORP | 126.3K | $8.4M | $9.2M | 0.70% | -157 | 2026-03-31 |
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