MI
| |
MEANS INVESTMENT CO., INC.13F | |
| MEANS INVESTMENT CO., INC. | |
| Last update 2025-04-22 | 191 Stocks (4 new) |
| Value $942.00 Mil | Turnover 23 % |
MEANS INVESTMENT CO., INC. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 294,500 | 151,346.4 | +110.60% | 16.070 | +8.44% | 0.020 | +18.41% | +8.51% | 661,345.3 | ||
AAPL | Apple Inc | 321,481 | 71,410.6 | -12.17% | 7.580 | -1.16% | 0.000 | +4.50% | -14.53% | 3,189,097.6 | Hardware | |
VEU | Vanguard FTSE All-World ex-US ETF | 1,135,655 | 68,888.8 | +49.07% | 7.320 | +2.41% | 0.170 | +13.89% | +21.45% | 45,361.6 | ||
XLG | Invesco S&P 500 Top 50 ETF | 1,267,671 | 58,338.2 | +1,122.26% | 6.200 | +5.69% | 0.730 | +21.13% | +7.10% | 9,717.8 | ||
MSFT | Microsoft Corp | 100,224 | 37,623.0 | -5.13% | 4.000 | -0.24% | 0.000 | +35.01% | +20.16% | 3,750,090.0 | Software | |
AMZN | Amazon.com Inc | 196,061 | 37,302.6 | -17.69% | 3.960 | -0.96% | 0.000 | +26.14% | +3.84% | 2,418,458.2 | Retail - Cyclical | |
MGK | Vanguard Mega Cap Growth ETF | 110,147 | 34,022.2 | -58.02% | 3.610 | -5.44% | 0.130 | +25.36% | +9.41% | 25,712.5 | ||
AVUV | Avantis U.S. Small Cap Value ETF | 347,601 | 30,300.4 | +148.56% | 3.220 | +1.92% | 0.210 | +18.58% | +0.57% | 17,222.8 | ||
NVDA | NVIDIA Corp | 269,908 | 29,252.7 | +10.49% | 3.110 | +0.30% | 0.000 | +64.86% | +26.11% | 4,129,306.0 | Semiconductors | |
XLRE |
Real Estate Select Sector SPDR Fund (The)
Real Estate Select Sector SPDR Fund (The)
| 586,531 | 24,546.3 | +31.01% | 2.610 | +0.62% | 0.340 | +6.72% | +6.87% | 7,766.1 |
MEANS INVESTMENT CO., INC.'s Historical Top Holdings Breakdowns
MEANS INVESTMENT CO., INC.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +8.44% | 507.05 ($540.58) 563.67 | $581.00 | 7.48% | Add 110.6% | 294,500 | 154,659 | |
XLG | Invesco S&P 500 Top 50 ETF | 2025-03-31 | Add Add | +5.69% | 45.72 ($49.35) 51.73 | $53.25 | 7.90% | Add 1122.26% | 1,267,671 | 1,163,956 | |
MGK | Vanguard Mega Cap Growth ETF | 2025-03-31 | Reduce Reduce | -5.44% | 307.43 ($337.36) 357.48 | $374.93 | 11.14% | Reduce -58.02% | 110,147 | -152,216 | |
MGV | Vanguard Mega Cap Value ETF | 2025-03-31 | Reduce Reduce | -4.34% | 123.61 ($129.3) 133.01 | $133.10 | 2.94% | Reduce -65.91% | 172,656 | -333,814 | |
VEU | Vanguard FTSE All-World ex-US ETF | 2025-03-31 | Add Add | +2.41% | 56.51 ($60.25) 62.98 | $68.91 | 14.37% | Add 49.07% | 1,135,655 | 373,832 | |
AVUV | Avantis U.S. Small Cap Value ETF | 2025-03-31 | Add Add | +1.92% | 84.96 ($93.96) 100.71 | $96.24 | 2.43% | Add 148.56% | 347,601 | 207,756 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -1.16% | 209.68 ($231.67) 247.1 | $213.49 | -7.85% | Reduce -12.17% | 321,481 | -44,563 | |
JKG | iShares Morningstar Mid-Cap ETF | 2025-03-31 | Add Add | +1.14% | 72.01 ($77.07) 79.94 | $251.08 | 225.78% | Add 92.26% | 302,927 | 145,367 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -0.96% | 190.26 ($217) 242.06 | $227.80 | 4.98% | Reduce -17.69% | 196,061 | -42,146 | |
XLV | Health Care Select Sector SPDR | 2025-03-31 | Add Add | +0.92% | 137.61 ($145.27) 149.68 | $135.73 | -6.57% | Add 125.09% | 107,181 | 59,563 |
MEANS INVESTMENT CO., INC. Total Holding History ($B)
MEANS INVESTMENT CO., INC.'s Asset Allocation
MEANS INVESTMENT CO., INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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MEANS INVESTMENT CO., INC.'s Hypothetical Growth since 2025-03-31
MEANS INVESTMENT CO., INC.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MEANS INVESTMENT CO., INC.'s Holdings Heat Map
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MEANS INVESTMENT CO., INC.'s Holdings Bubble Chart
MEANS INVESTMENT CO., INC. News
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