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 0 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 22052 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