MEANS INVESTMENT CO., INC.

Filed: 4/21/2025ACC: 0000701516-25-000002

📋 What this filing means

MEANS INVESTMENT CO., INC. filed this quarterly 13F‑HR report disclosing 191 equity positions with a total reported market value of $941.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

191

Positions

$941.67M

Total AUM (reported)

8.48M

Total Shares

Allocation by class

COM$346.19M36.8%

S&P 500 ETF SHS$151.35M16.1%

ALLWRLD EX US$68.89M7.3%

S&P 500 TOP 50$58.34M6.2%

CL A$34.06M3.6%

MEGA GRWTH IND$34.02M3.6%

US SML CP VALU$30.30M3.2%

Portfolio Concentration

Top 3$291.65M31.0%

4–10$251.39M26.7%

11–25$190.88M20.3%

Rest$207.77M22.1%

Top 3 weight

31.0%

Top 10 weight

57.7%

Voting Authority Distribution

Total shares with voting rights: 8.48M

Sole

Full voting authority

33.33K

% of voting shares0.4%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

8.44M

% of voting shares99.6%

Investment Discretion (by position count)

Sole191

Shared0

Other0

Dominant voting typeNone · 99.6% of voting shares

Institutional Holdings191

Rows:

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares294.50K

TypeSH

Market value$151.35M

16.07%

Sole

1.73K

Shared

0.00

None

292.77K

APPLE INC

SOLE

COM

Shares321.48K

TypeSH

Market value$71.41M

7.58%

Sole

1.45K

Shared

0.00

None

320.03K

VANGUARD INTL EQUITY INDEX F

SOLE

ALLWRLD EX US

Shares1.14M

TypeSH

Market value$68.89M

7.32%

Sole

2.26K

Shared

0.00

None

1.13M

INVESCO EXCHANGE TRADED FD T

SOLE

S&P 500 TOP 50

Shares1.27M

TypeSH

Market value$58.34M

6.20%

Sole

0.00

Shared

0.00

None

1.27M

MICROSOFT CORP

SOLE

COM

Shares100.22K

TypeSH

Market value$37.62M

4.00%

Sole

496.00

Shared

0.00

None

99.73K

AMAZON COM INC

SOLE

COM

Shares196.06K

TypeSH

Market value$37.30M

3.96%

Sole

1.84K

Shared

0.00

None

194.22K

VANGUARD WORLD FD

SOLE

MEGA GRWTH IND

Shares110.15K

TypeSH

Market value$34.02M

3.61%

Sole

247.00

Shared

0.00

None

109.90K

AMERICAN CENTY ETF TR

SOLE

US SML CP VALU

Shares347.60K

TypeSH

Market value$30.30M

3.22%

Sole

678.00

Shared

0.00

None

346.92K

NVIDIA CORPORATION

SOLE

COM

Shares269.91K

TypeSH

Market value$29.25M

3.11%

Sole

1.35K

Shared

0.00

None

268.56K

SELECT SECTOR SPDR TR

SOLE

RL EST SEL SEC

Shares586.53K

TypeSH

Market value$24.55M

2.61%

Sole

2.52K

Shared

0.00

None

584.01K

ISHARES TR

SOLE

MRGSTR MD CP ETF

Shares302.93K

TypeSH

Market value$22.44M

2.38%

Sole

921.00

Shared

0.00

None

302.01K

VANGUARD WORLD FD

SOLE

MEGA CAP VAL ETF

Shares172.66K

TypeSH

Market value$22.24M

2.36%

Sole

630.00

Shared

0.00

None

172.03K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE BOND ETF

Shares358.03K

TypeSH

Market value$19.16M

2.03%

Sole

1.46K

Shared

0.00

None

356.57K

META PLATFORMS INC

SOLE

CL A

Shares31.93K

TypeSH

Market value$18.40M

1.95%

Sole

659.00

Shared

0.00

None

31.27K

SELECT SECTOR SPDR TR

SOLE

SBI HEALTHCARE

Shares107.18K

TypeSH

Market value$15.65M

1.66%

Sole

0.00

Shared

0.00

None

107.18K

JPMORGAN CHASE & CO.

SOLE

COM

Shares63.31K

TypeSH

Market value$15.53M

1.65%

Sole

446.00

Shared

0.00

None

62.86K

ALPHABET INC

SOLE

CAP STK CL C

Shares94.82K

TypeSH

Market value$14.81M

1.57%

Sole

1.42K

Shared

0.00

None

93.40K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares19.80K

TypeSH

Market value$10.54M

1.12%

Sole

220.00

Shared

0.00

None

19.58K

BERKLEY W R CORP

SOLE

COM

Shares126.46K

TypeSH

Market value$9.00M

0.96%

Sole

0.00

Shared

0.00

None

126.46K

SELECT SECTOR SPDR TR

SOLE

FINANCIAL

Shares170.76K

TypeSH

Market value$8.51M

0.90%

Sole

0.00

Shared

0.00

None

170.76K

SPDR S&P MIDCAP 400 ETF TR

SOLE

UTSER1 S&PDCRP

Shares14.68K

TypeSH

Market value$7.83M

0.83%

Sole

35.00

Shared

0.00

None

14.64K

PALANTIR TECHNOLOGIES INC

SOLE

CL A

Shares84.57K

TypeSH

Market value$7.14M

0.76%

Sole

948.00

Shared

0.00

None

83.62K

CHEVRON CORP NEW

SOLE

COM

Shares41.88K

TypeSH

Market value$7.01M

0.74%

Sole

500.00

Shared

0.00

None

41.38K

ISHARES TR

SOLE

U.S. MED DVC ETF

Shares107.77K

TypeSH

Market value$6.49M

0.69%

Sole

1.20K

Shared

0.00

None

106.57K

VISA INC

SOLE

COM CL A

Shares17.48K

TypeSH

Market value$6.12M

0.65%

Sole

0.00

Shared

0.00

None

17.48K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	294.50K	SH	$151.35M 16.07%	1.73K	292.77K
APPLE INCSOLE	COM	321.48K	SH	$71.41M 7.58%	1.45K	320.03K
VANGUARD INTL EQUITY INDEX FSOLE	ALLWRLD EX US	1.14M	SH	$68.89M 7.32%	2.26K	1.13M
INVESCO EXCHANGE TRADED FD TSOLE	S&P 500 TOP 50	1.27M	SH	$58.34M 6.20%	0.00	1.27M
MICROSOFT CORPSOLE	COM	100.22K	SH	$37.62M 4.00%	496.00	99.73K
AMAZON COM INCSOLE	COM	196.06K	SH	$37.30M 3.96%	1.84K	194.22K
VANGUARD WORLD FDSOLE	MEGA GRWTH IND	110.15K	SH	$34.02M 3.61%	247.00	109.90K
AMERICAN CENTY ETF TRSOLE	US SML CP VALU	347.60K	SH	$30.30M 3.22%	678.00	346.92K
NVIDIA CORPORATIONSOLE	COM	269.91K	SH	$29.25M 3.11%	1.35K	268.56K
SELECT SECTOR SPDR TRSOLE	RL EST SEL SEC	586.53K	SH	$24.55M 2.61%	2.52K	584.01K
ISHARES TRSOLE	MRGSTR MD CP ETF	302.93K	SH	$22.44M 2.38%	921.00	302.01K
VANGUARD WORLD FDSOLE	MEGA CAP VAL ETF	172.66K	SH	$22.24M 2.36%	630.00	172.03K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE BOND ETF	358.03K	SH	$19.16M 2.03%	1.46K	356.57K
META PLATFORMS INCSOLE	CL A	31.93K	SH	$18.40M 1.95%	659.00	31.27K
SELECT SECTOR SPDR TRSOLE	SBI HEALTHCARE	107.18K	SH	$15.65M 1.66%	0.00	107.18K
JPMORGAN CHASE & CO.SOLE	COM	63.31K	SH	$15.53M 1.65%	446.00	62.86K
ALPHABET INCSOLE	CAP STK CL C	94.82K	SH	$14.81M 1.57%	1.42K	93.40K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	19.80K	SH	$10.54M 1.12%	220.00	19.58K
BERKLEY W R CORPSOLE	COM	126.46K	SH	$9.00M 0.96%	0.00	126.46K
SELECT SECTOR SPDR TRSOLE	FINANCIAL	170.76K	SH	$8.51M 0.90%	0.00	170.76K
SPDR S&P MIDCAP 400 ETF TRSOLE	UTSER1 S&PDCRP	14.68K	SH	$7.83M 0.83%	35.00	14.64K
PALANTIR TECHNOLOGIES INCSOLE	CL A	84.57K	SH	$7.14M 0.76%	948.00	83.62K
CHEVRON CORP NEWSOLE	COM	41.88K	SH	$7.01M 0.74%	500.00	41.38K
ISHARES TRSOLE	U.S. MED DVC ETF	107.77K	SH	$6.49M 0.69%	1.20K	106.57K
VISA INCSOLE	COM CL A	17.48K	SH	$6.12M 0.65%	0.00	17.48K

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