0000701516-22-000002.txt : 20220426
0000701516-22-000002.hdr.sgml : 20220426
20220426112018
ACCESSION NUMBER: 0000701516-22-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220426
DATE AS OF CHANGE: 20220426
EFFECTIVENESS DATE: 20220426
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MEANS INVESTMENT CO., INC.
CENTRAL INDEX KEY: 0000701516
IRS NUMBER: 010377968
STATE OF INCORPORATION: ME
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19471
FILM NUMBER: 22852456
BUSINESS ADDRESS:
STREET 1: 802 STILLWATER AVENUE
CITY: BANGOR
STATE: ME
ZIP: 04401
BUSINESS PHONE: (207) 947-6763
MAIL ADDRESS:
STREET 1: 802 STILLWATER AVENUE
CITY: BANGOR
STATE: ME
ZIP: 04401-3614
FORMER COMPANY:
FORMER CONFORMED NAME: MEANS INVESTMENT CO INC /BD
DATE OF NAME CHANGE: 19820331
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0000701516
XXXXXXXX
03-31-2022
03-31-2022
MEANS INVESTMENT CO., INC.
802 STILLWATER AVENUE
BANGOR
ME
04401-3614
13F HOLDINGS REPORT
028-19471
N
Dawn Hatch
Operations Manager/Chief Compliance Officer
2079476763
Dawn Hatch
Bangor
X1
04-26-2022
0
192
552375
false
INFORMATION TABLE
2
MeansInvestment_13f_20220331.xml
MWM_13F_03312022
3M CO
COM
88579Y101
279
1874
SH
SOLE
0
0
0
1874
ABBOTT LABS
COM
002824100
4148
35046
SH
SOLE
0
0
0
35046
ABBVIE INC
COM
00287Y109
4866
30019
SH
SOLE
0
0
0
30019
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
241
714
SH
SOLE
0
0
0
714
ACTIVISION BLIZZARD INC
COM
00507V109
216
2693
SH
SOLE
0
0
0
2693
ADOBE SYSTEMS INCORPORATED
COM
00724F101
1221
2681
SH
SOLE
0
0
0
2681
ADVANCED MICRO DEVICES INC
COM
007903107
364
3329
SH
SOLE
0
0
0
3329
AFLAC INC
COM
001055102
222
3441
SH
SOLE
0
0
0
3441
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
3979
36570
SH
SOLE
0
0
0
36570
ALPHABET INC
CAP STK CL A
02079K305
2032
731
SH
SOLE
0
0
0
731
ALPHABET INC
CAP STK CL C
02079K107
14061
5034
SH
SOLE
0
0
0
5034
ALTRIA GROUP INC
COM
02209S103
2036
38974
SH
SOLE
0
0
0
38974
AMAZON COM INC
COM
023135106
38384
11774
SH
SOLE
0
0
0
11774
AMERICAN EXPRESS CO
COM
025816109
482
2580
SH
SOLE
0
0
0
2580
AMGEN INC
COM
031162100
584
2414
SH
SOLE
0
0
0
2414
AMYRIS INC
COM NEW
03236M200
107
24455
SH
SOLE
0
0
0
24455
APPLE INC
COM
037833100
79082
452907
SH
SOLE
0
0
0
452907
ARK ETF TR
AUTNMUS TECHNLGY
00214Q203
601
8878
SH
SOLE
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0
0
8878
ARK ETF TR
GENOMIC REV ETF
00214Q302
3469
75528
SH
SOLE
0
0
0
75528
AT&T INC
COM
00206R102
322
13611
SH
SOLE
0
0
0
13611
BAR HBR BANKSHARES
COM
066849100
2089
72975
SH
SOLE
0
0
0
72975
BARRICK GOLD CORP
COM
067901108
976
39783
SH
SOLE
0
0
0
39783
BERKLEY W R CORP
COM
084423102
2342
35166
SH
SOLE
0
0
0
35166
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
529
1
SH
SOLE
0
0
0
1
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
6606
18718
SH
SOLE
0
0
0
18718
BK OF AMERICA CORP
COM
060505104
7429
180233
SH
SOLE
0
0
0
180233
BLACKROCK INC
COM
09247X101
3041
3979
SH
SOLE
0
0
0
3979
BLACKSTONE INC
COM
09260D107
3391
26713
SH
SOLE
0
0
0
26713
BOEING CO
COM
097023105
1489
7776
SH
SOLE
0
0
0
7776
BP PLC
SPONSORED ADR
055622104
409
13907
SH
SOLE
0
0
0
13907
BRISTOL-MYERS SQUIBB CO
COM
110122108
3943
53993
SH
SOLE
0
0
0
53993
BROWN & BROWN INC
COM
115236101
289
4000
SH
SOLE
0
0
0
4000
CAMDEN NATL CORP
COM
133034108
2174
46220
SH
SOLE
0
0
0
46220
CARRIER GLOBAL CORPORATION
COM
14448C104
588
12824
SH
SOLE
0
0
0
12824
CATERPILLAR INC
COM
149123101
286
1285
SH
SOLE
0
0
0
1285
CHARTER COMMUNICATIONS INC N
CL A
16119P108
459
841
SH
SOLE
0
0
0
841
CHENIERE ENERGY INC
COM NEW
16411R208
227
1638
SH
SOLE
0
0
0
1638
CHEVRON CORP NEW
COM
166764100
10812
66399
SH
SOLE
0
0
0
66399
CHUBB LIMITED
COM
H1467J104
294
1373
SH
SOLE
0
0
0
1373
CIGNA CORP NEW
COM
125523100
223
930
SH
SOLE
0
0
0
930
CISCO SYS INC
COM
17275R102
2376
42613
SH
SOLE
0
0
0
42613
COCA COLA CO
COM
191216100
1219
19668
SH
SOLE
0
0
0
19668
COMCAST CORP NEW
CL A
20030N101
705
15053
SH
SOLE
0
0
0
15053
CONOCOPHILLIPS
COM
20825C104
716
7162
SH
SOLE
0
0
0
7162
COSTCO WHSL CORP NEW
COM
22160K105
258
448
SH
SOLE
0
0
0
448
CROWDSTRIKE HLDGS INC
CL A
22788C105
335
1476
SH
SOLE
0
0
0
1476
DANAHER CORPORATION
COM
235851102
351
1196
SH
SOLE
0
0
0
1196
DEERE & CO
COM
244199105
913
2198
SH
SOLE
0
0
0
2198
DISNEY WALT CO
COM
254687106
6720
48996
SH
SOLE
0
0
0
48996
DOCUSIGN INC
COM
256163106
289
2701
SH
SOLE
0
0
0
2701
DUKE ENERGY CORP NEW
COM NEW
26441C204
515
4611
SH
SOLE
0
0
0
4611
EATON CORP PLC
SHS
G29183103
533
3513
SH
SOLE
0
0
0
3513
ETF MANAGERS TR
PRIME MOBILE PAY
26924G409
3389
65017
SH
SOLE
0
0
0
65017
EVERSOURCE ENERGY
COM
30040W108
287
3251
SH
SOLE
0
0
0
3251
EXCHANGE TRADED CONCEPTS TR
ROBO GLB ETF
301505707
2352
40345
SH
SOLE
0
0
0
40345
EXXON MOBIL CORP
COM
30231G102
2102
25448
SH
SOLE
0
0
0
25448
FEDEX CORP
COM
31428X106
261
1128
SH
SOLE
0
0
0
1128
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
33739N108
1330
25069
SH
SOLE
0
0
0
25069
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
33734X192
484
5344
SH
SOLE
0
0
0
5344
FIRST TR EXCHANGE-TRADED FD
DJ INTERNT IDX
33733E302
2008
10687
SH
SOLE
0
0
0
10687
FIRST TR VALUE LINE DIVID IN
SHS
33734H106
200
4736
SH
SOLE
0
0
0
4736
FORD MTR CO DEL
COM
345370860
222
13104
SH
SOLE
0
0
0
13104
GENERAL MLS INC
COM
370334104
230
3395
SH
SOLE
0
0
0
3395
GILEAD SCIENCES INC
COM
375558103
388
6521
SH
SOLE
0
0
0
6521
GLAXOSMITHKLINE PLC
SPONSORED ADR
37733W105
276
6332
SH
SOLE
0
0
0
6332
GLOBAL X FDS
US INFR DEV ETF
37954Y673
212
7483
SH
SOLE
0
0
0
7483
GOLDMAN SACHS GROUP INC
COM
38141G104
3948
11960
SH
SOLE
0
0
0
11960
HOME DEPOT INC
COM
437076102
1507
5035
SH
SOLE
0
0
0
5035
IDEXX LABS INC
COM
45168D104
2586
4728
SH
SOLE
0
0
0
4728
INMODE LTD
SHS
M5425M103
216
5841
SH
SOLE
0
0
0
5841
INTEL CORP
COM
458140100
1702
34346
SH
SOLE
0
0
0
34346
INTERNATIONAL BUSINESS MACHS
COM
459200101
1120
8613
SH
SOLE
0
0
0
8613
INVESCO EXCHANGE TRADED FD T
DYNMC PHRMCTLS
46137V662
401
5043
SH
SOLE
0
0
0
5043
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
46137V308
593
6557
SH
SOLE
0
0
0
6557
INVESCO QQQ TR
UNIT SER 1
46090E103
409
1128
SH
SOLE
0
0
0
1128
ISHARES TR
AGGRES ALLOC ETF
464289859
607
8798
SH
SOLE
0
0
0
8798
ISHARES TR
CORE US AGGBD ET
464287226
274
2554
SH
SOLE
0
0
0
2554
ISHARES TR
RUS MDCP VAL ETF
464287473
428
3575
SH
SOLE
0
0
0
3575
ISHARES TR
ISHARES BIOTECH
464287556
1112
8534
SH
SOLE
0
0
0
8534
ISHARES TR
CORE MSCI TOTAL
46432F834
1722
25864
SH
SOLE
0
0
0
25864
ISHARES TR
SP SMCP600VL ETF
464287879
352
3443
SH
SOLE
0
0
0
3443
ISHARES TR
CORE S&P SCP ETF
464287804
12547
116308
SH
SOLE
0
0
0
116308
ISHARES TR
U.S. MED DVC ETF
464288810
15007
246182
SH
SOLE
0
0
0
246182
ISHARES TR
RUSEL 2500 ETF
46435G268
1236
19821
SH
SOLE
0
0
0
19821
ISHARES TR
CORE HIGH DV ETF
46429B663
386
3610
SH
SOLE
0
0
0
3610
ISHARES TR
CORE S&P500 ETF
464287200
719
1584
SH
SOLE
0
0
0
1584
ISHARES TR
EAFE GRWTH ETF
464288885
422
4379
SH
SOLE
0
0
0
4379
ISHARES TR
MODERT ALLOC ETF
464289875
230
5350
SH
SOLE
0
0
0
5350
J P MORGAN EXCHANGE-TRADED F
EQUITY PREMIUM
46641Q332
3978
64794
SH
SOLE
0
0
0
64794
JANUS DETROIT STR TR
HENDRSN SHRT ETF
47103U886
594
12109
SH
SOLE
0
0
0
12109
JETBLUE AWYS CORP
COM
477143101
582
38961
SH
SOLE
0
0
0
38961
JOHNSON & JOHNSON
COM
478160104
5464
30832
SH
SOLE
0
0
0
30832
JPMORGAN CHASE & CO
COM
46625H100
11632
85329
SH
SOLE
0
0
0
85329
KIMBERLY-CLARK CORP
COM
494368103
283
2296
SH
SOLE
0
0
0
2296
L3HARRIS TECHNOLOGIES INC
COM
502431109
245
988
SH
SOLE
0
0
0
988
LAM RESEARCH CORP
COM
512807108
7052
13117
SH
SOLE
0
0
0
13117
LILLY ELI & CO
COM
532457108
994
3472
SH
SOLE
0
0
0
3472
LOCKHEED MARTIN CORP
COM
539830109
773
1752
SH
SOLE
0
0
0
1752
LOWES COS INC
COM
548661107
1041
5148
SH
SOLE
0
0
0
5148
MASTERCARD INCORPORATED
CL A
57636Q104
550
1539
SH
SOLE
0
0
0
1539
MCDONALDS CORP
COM
580135101
3471
14035
SH
SOLE
0
0
0
14035
MEDTRONIC PLC
SHS
G5960L103
1683
15172
SH
SOLE
0
0
0
15172
MERCK & CO INC
COM
58933Y105
2770
33761
SH
SOLE
0
0
0
33761
META PLATFORMS INC
CL A
30303M102
9822
44173
SH
SOLE
0
0
0
44173
METLIFE INC
COM
59156R108
886
12603
SH
SOLE
0
0
0
12603
MGM RESORTS INTERNATIONAL
COM
552953101
340
8115
SH
SOLE
0
0
0
8115
MICRON TECHNOLOGY INC
COM
595112103
428
5501
SH
SOLE
0
0
0
5501
MICROSOFT CORP
COM
594918104
32814
106432
SH
SOLE
0
0
0
106432
MICROSTRATEGY INC
CL A NEW
594972408
236
486
SH
SOLE
0
0
0
486
MODERNA INC
COM
60770K107
427
2480
SH
SOLE
0
0
0
2480
MONDELEZ INTL INC
CL A
609207105
3227
51395
SH
SOLE
0
0
0
51395
NASDAQ INC
COM
631103108
343
1924
SH
SOLE
0
0
0
1924
NETFLIX INC
COM
64110L106
570
1522
SH
SOLE
0
0
0
1522
NEXTERA ENERGY INC
COM
65339F101
1922
22690
SH
SOLE
0
0
0
22690
NIKE INC
CL B
654106103
5744
42687
SH
SOLE
0
0
0
42687
NORTHROP GRUMMAN CORP
COM
666807102
4458
9969
SH
SOLE
0
0
0
9969
NOVARTIS AG
SPONSORED ADR
66987V109
731
8329
SH
SOLE
0
0
0
8329
NUCOR CORP
COM
670346105
1402
9430
SH
SOLE
0
0
0
9430
NVIDIA CORPORATION
COM
67066G104
2640
9676
SH
SOLE
0
0
0
9676
ORACLE CORP
COM
68389X105
3011
36399
SH
SOLE
0
0
0
36399
OREILLY AUTOMOTIVE INC
COM
67103H107
275
401
SH
SOLE
0
0
0
401
OTIS WORLDWIDE CORP
COM
68902V107
476
6184
SH
SOLE
0
0
0
6184
PALANTIR TECHNOLOGIES INC
CL A
69608A108
800
58267
SH
SOLE
0
0
0
58267
PAYPAL HLDGS INC
COM
70450Y103
346
2993
SH
SOLE
0
0
0
2993
PEOPLES UNITED FINANCIAL INC
COM
712704105
524
26224
SH
SOLE
0
0
0
26224
PEPSICO INC
COM
713448108
2031
12137
SH
SOLE
0
0
0
12137
PFIZER INC
COM
717081103
2235
43163
SH
SOLE
0
0
0
43163
PHILIP MORRIS INTL INC
COM
718172109
3692
39303
SH
SOLE
0
0
0
39303
PHILLIPS 66
COM
718546104
394
4564
SH
SOLE
0
0
0
4564
PIMCO DYNAMIC INCOME FD
SHS
72201Y101
379
15547
SH
SOLE
0
0
0
15547
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
1980
19766
SH
SOLE
0
0
0
19766
PROCTER AND GAMBLE CO
COM
742718109
4074
26660
SH
SOLE
0
0
0
26660
PROGRESSIVE CORP
COM
743315103
235
2058
SH
SOLE
0
0
0
2058
PROSHARES TR II
ULTA BLMBG 2017
74347Y888
623
4062
SH
SOLE
0
0
0
4062
PRUDENTIAL FINL INC
COM
744320102
1986
16810
SH
SOLE
0
0
0
16810
QUALCOMM INC
COM
747525103
649
4245
SH
SOLE
0
0
0
4245
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
1453
14663
SH
SOLE
0
0
0
14663
SALESFORCE COM INC
COM
79466L302
7797
36724
SH
SOLE
0
0
0
36724
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
539
10000
SH
SOLE
0
0
0
10000
SCHWAB STRATEGIC TR
US REIT ETF
808524847
497
19965
SH
SOLE
0
0
0
19965
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
340
2484
SH
SOLE
0
0
0
2484
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
258
6729
SH
SOLE
0
0
0
6729
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
202
1093
SH
SOLE
0
0
0
1093
SERVICENOW INC
COM
81762P102
1612
2895
SH
SOLE
0
0
0
2895
SMART GLOBAL HLDGS INC
SHS
G8232Y101
944
36559
SH
SOLE
0
0
0
36559
SNOWFLAKE INC
CL A
833445109
2539
11079
SH
SOLE
0
0
0
11079
SOFI TECHNOLOGIES INC
COM
83406F102
572
60499
SH
SOLE
0
0
0
60499
SOUTHERN CO
COM
842587107
593
8173
SH
SOLE
0
0
0
8173
SPDR S&P 500 ETF TR
TR UNIT
78462F103
2761
6113
SH
SOLE
0
0
0
6113
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
987
2013
SH
SOLE
0
0
0
2013
SPDR SER TR
S&P BIOTECH
78464A870
8398
93432
SH
SOLE
0
0
0
93432
SPDR SER TR
HLTH CR EQUIP
78464A581
2471
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SH
SOLE
0
0
0
22052
SPDR SER TR
S&P REGL BKG
78464A698
1536
22297
SH
SOLE
0
0
0
22297
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
342
12293
SH
SOLE
0
0
0
12293
STAG INDL INC
COM
85254J102
1596
38591
SH
SOLE
0
0
0
38591
STARBUCKS CORP
COM
855244109
2869
31538
SH
SOLE
0
0
0
31538
STATE STR CORP
COM
857477103
282
3236
SH
SOLE
0
0
0
3236
SYSCO CORP
COM
871829107
236
2892
SH
SOLE
0
0
0
2892
TARGET CORP
COM
87612E106
381
1793
SH
SOLE
0
0
0
1793
TESLA INC
COM
88160R101
2147
1992
SH
SOLE
0
0
0
1992
TEXAS INSTRS INC
COM
882508104
250
1363
SH
SOLE
0
0
0
1363
THE TRADE DESK INC
COM CL A
88339J105
216
3121
SH
SOLE
0
0
0
3121
THERMO FISHER SCIENTIFIC INC
COM
883556102
489
828
SH
SOLE
0
0
0
828
TJX COS INC NEW
COM
872540109
1581
26090
SH
SOLE
0
0
0
26090
TORONTO DOMINION BK ONT
COM NEW
891160509
574
7230
SH
SOLE
0
0
0
7230
UBER TECHNOLOGIES INC
COM
90353T100
401
11238
SH
SOLE
0
0
0
11238
UNION PAC CORP
COM
907818108
640
2341
SH
SOLE
0
0
0
2341
UNITED PARCEL SERVICE INC
CL B
911312106
343
1600
SH
SOLE
0
0
0
1600
UNITEDHEALTH GROUP INC
COM
91324P102
2513
4927
SH
SOLE
0
0
0
4927
UNUM GROUP
COM
91529Y106
205
6507
SH
SOLE
0
0
0
6507
VALERO ENERGY CORP
COM
91913Y100
330
3249
SH
SOLE
0
0
0
3249
VANECK ETF TRUST
SEMICONDUCTR ETF
92189F676
876
3248
SH
SOLE
0
0
0
3248
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
247
1085
SH
SOLE
0
0
0
1085
VANGUARD INDEX FDS
SMALL CP ETF
922908751
381
1793
SH
SOLE
0
0
0
1793
VANGUARD INDEX FDS
VALUE ETF
922908744
327
2211
SH
SOLE
0
0
0
2211
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
214
861
SH
SOLE
0
0
0
861
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
2445
5888
SH
SOLE
0
0
0
5888
VANGUARD INDEX FDS
GROWTH ETF
922908736
379
1317
SH
SOLE
0
0
0
1317
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
778
7680
SH
SOLE
0
0
0
7680
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
291
5057
SH
SOLE
0
0
0
5057
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
6967
151040
SH
SOLE
0
0
0
151040
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
261
1612
SH
SOLE
0
0
0
1612
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
43240
183689
SH
SOLE
0
0
0
183689
VANGUARD WORLD FD
MEGA CAP VAL ETF
921910840
20391
190003
SH
SOLE
0
0
0
190003
VERIZON COMMUNICATIONS INC
COM
92343V104
2578
50608
SH
SOLE
0
0
0
50608
VISA INC
COM CL A
92826C839
5618
25334
SH
SOLE
0
0
0
25334
WALGREENS BOOTS ALLIANCE INC
COM
931427108
2190
48908
SH
SOLE
0
0
0
48908
WALMART INC
COM
931142103
3087
20732
SH
SOLE
0
0
0
20732
WELLS FARGO CO NEW
COM
949746101
343
7083
SH
SOLE
0
0
0
7083
WISDOMTREE TR
US SMALLCAP FUND
97717W562
927
19321
SH
SOLE
0
0
0
19321
ZETA GLOBAL HOLDINGS CORP
CL A
98956A105
275
21542
SH
SOLE
0
0
0
21542
ZILLOW GROUP INC
CL A
98954M101
367
7610
SH
SOLE
0
0
0
7610