MEANS INVESTMENT CO., INC.
200 holdingsFiling period: 2026-06-30Current AUM: $1.38Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 344.5K | $236.6M | $240.9M | 17.48% | +1.7K | 2026-06-30 |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | 1.26M | $105.2M | $105.6M | 7.66% | -8,711 | 2026-06-30 |
| 3 | XLG | INVESCO EXCHANGE TRADED FD T | 1.62M | $99.5M | $101.5M | 7.36% | +60.4K | 2026-06-30 |
| 4 | AAPL | APPLE INC | 295.8K | $85.6M | $98.5M | 7.15% | -1,291 | 2026-06-30 |
| 5 | NVDA | NVIDIA CORPORATION | 262.7K | $52.6M | $55.4M | 4.02% | +200 | 2026-06-30 |
| 6 | AVUV | AMERICAN CENTY ETF TR | 385.2K | $48.1M | $47.8M | 3.47% | -8,780 | 2026-06-30 |
| 7 | AMZN | AMAZON COM INC | 188.1K | $44.8M | $47.7M | 3.46% | -3,686 | 2026-06-30 |
| 8 | MGK | VANGUARD WORLD FD | 470.9K | $41.4M | $42.2M | 3.06% | +375.1K | 2026-06-30 |
| 9 | IMCB | ISHARES TR | 407.2K | $39.3M | $39.5M | 2.87% | -25,201 | 2026-06-30 |
| 10 | MSFT | MICROSOFT CORP | 99.6K | $37.2M | $50.4M | 3.65% | -4,964 | 2026-06-30 |
| 11 | GOOG | ALPHABET INC | 96.4K | $34.0M | $33.3M | 2.42% | +10.5K | 2026-06-30 |
| 12 | XLV | SELECT SECTOR SPDR TR | 170.8K | $27.1M | $28.7M | 2.08% | +9.3K | 2026-06-30 |
| 13 | JBND | J P MORGAN EXCHANGE TRADED F | 473.6K | $25.3M | $24.6M | 1.78% | +41.7K | 2026-06-30 |
| 14 | LRCX | LAM RESEARCH CORP | 55.2K | $23.9M | $15.1M | 1.10% | -1,377 | 2026-06-30 |
| 15 | JPIE | J P MORGAN EXCHANGE TRADED F | 501.9K | $23.1M | $22.8M | 1.65% | -- | 2026-06-30 |
| 16 | MGV | VANGUARD WORLD FD | 133.5K | $21.8M | $22.1M | 1.60% | -3,225 | 2026-06-30 |
| 17 | FBTC | FIDELITY WISE ORIGIN BITCOIN | 415.0K | $21.2M | $28.5M | 2.07% | +116.4K | 2026-06-30 |
| 18 | JPM | JPMORGAN CHASE & CO | 64.1K | $21.0M | $22.4M | 1.63% | -1,037 | 2026-06-30 |
| 19 | META | META PLATFORMS INC | 30.4K | $17.1M | $20.3M | 1.47% | -1,265 | 2026-06-30 |
| 20 | SMH | VANECK ETF TRUST | 21.1K | $13.8M | $11.4M | 0.83% | +3.1K | 2026-06-30 |
| 21 | XLF | SELECT SECTOR SPDR TR | 241.3K | $12.9M | $13.8M | 1.00% | +15.2K | 2026-06-30 |
| 22 | TSLA | TESLA INC | 28.9K | $12.1M | $10.4M | 0.75% | +1.6K | 2026-06-30 |
| 23 | AVGO | BROADCOM INC | 28.8K | $10.9M | $9.9M | 0.72% | +1.4K | 2026-06-30 |
| 24 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 20.0K | $10.0M | $10.0M | 0.73% | -443 | 2026-06-30 |
| 25 | PLTR | PALANTIR TECHNOLOGIES INC | 85.1K | $9.9M | $14.8M | 1.07% | +864 | 2026-06-30 |
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