Operations Manager/CCO

0000701516-22-000003.txt : 20220721 0000701516-22-000003.hdr.sgml : 20220721 20220721071624 ACCESSION NUMBER: 0000701516-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220721 DATE AS OF CHANGE: 20220721 EFFECTIVENESS DATE: 20220721 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: 221095562 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 06-30-2022 06-30-2022 MEANS INVESTMENT CO., INC.

802 STILLWATER AVENUE BANGOR ME 04401-3614

13F HOLDINGS REPORT 028-19471 N Dawn Hatch Operations Manager/CCO 2079476763 Dawn Hatch Bangor X1 07-21-2022 0 192 471751 false INFORMATION TABLE 2 MeansInvestment_13f_20220630.xml MWM_13F_06302022 3M CO COM 88579Y101 244 1888 SH SOLE 0 0 0 1888 ABBOTT LABS COM 002824100 3814 35102 SH SOLE 0 0 0 35102 ABBVIE INC COM 00287Y109 4565 29803 SH SOLE 0 0 0 29803 ACTIVISION BLIZZARD INC COM 00507V109 211 2709 SH SOLE 0 0 0 2709 ADOBE SYSTEMS INCORPORATED COM 00724F101 983 2686 SH SOLE 0 0 0 2686 ADVANCED MICRO DEVICES INC COM 007903107 312 4085 SH SOLE 0 0 0 4085 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4240 37293 SH SOLE 0 0 0 37293 ALPHABET INC CAP STK CL A 02079K305 1725 792 SH SOLE 0 0 0 792 ALPHABET INC CAP STK CL C 02079K107 11688 5343 SH SOLE 0 0 0 5343 ALTRIA GROUP INC COM 02209S103 1608 38487 SH SOLE 0 0 0 38487 AMAZON COM INC COM 023135106 25991 244713 SH SOLE 0 0 0 244713 AMERICAN EXPRESS CO COM 025816109 340 2455 SH SOLE 0 0 0 2455 AMGEN INC COM 031162100 591 2431 SH SOLE 0 0 0 2431 AMYRIS INC COM NEW 03236M200 41 22295 SH SOLE 0 0 0 22295 APPLE INC COM 037833100 61738 451562 SH SOLE 0 0 0 451562 ARK ETF TR AUTNMUS TECHNLGY 00214Q203 435 8680 SH SOLE 0 0 0 8680 ARK ETF TR GENOMIC REV ETF 00214Q302 2388 75842 SH SOLE 0 0 0 75842 AT&T INC COM 00206R102 327 15611 SH SOLE 0 0 0 15611 BAR HBR BANKSHARES COM 066849100 1916 74085 SH SOLE 0 0 0 74085 BARRICK GOLD CORP COM 067901108 708 40016 SH SOLE 0 0 0 40016 BERKLEY W R CORP COM 084423102 2400 35166 SH SOLE 0 0 0 35166 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5572 20408 SH SOLE 0 0 0 20408 BERKSHIRE HATHAWAY INC DEL CL A 084670108 409 1 SH SOLE 0 0 0 1 BK OF AMERICA CORP COM 060505104 5625 180709 SH SOLE 0 0 0 180709 BLACKROCK INC COM 09247X101 2503 4109 SH SOLE 0 0 0 4109 BLACKSTONE INC COM 09260D107 2571 28179 SH SOLE 0 0 0 28179 BOEING CO COM 097023105 1176 8600 SH SOLE 0 0 0 8600 BP PLC SPONSORED ADR 055622104 398 14038 SH SOLE 0 0 0 14038 BRISTOL-MYERS SQUIBB CO COM 110122108 4194 54463 SH SOLE 0 0 0 54463 BROWN & BROWN INC COM 115236101 233 4000 SH SOLE 0 0 0 4000 CAMDEN NATL CORP COM 133034108 2201 49963 SH SOLE 0 0 0 49963 CARRIER GLOBAL CORPORATION COM 14448C104 457 12826 SH SOLE 0 0 0 12826 CATERPILLAR INC COM 149123101 230 1287 SH SOLE 0 0 0 1287 CHARTER COMMUNICATIONS INC N CL A 16119P108 394 841 SH SOLE 0 0 0 841 CHENIERE ENERGY INC COM NEW 16411R208 218 1639 SH SOLE 0 0 0 1639 CHEVRON CORP NEW COM 166764100 9731 67209 SH SOLE 0 0 0 67209 CHUBB LIMITED COM H1467J104 270 1374 SH SOLE 0 0 0 1374 CIGNA CORP NEW COM 125523100 246 933 SH SOLE 0 0 0 933 CISCO SYS INC COM 17275R102 1838 43095 SH SOLE 0 0 0 43095 COCA COLA CO COM 191216100 1243 19758 SH SOLE 0 0 0 19758 COMCAST CORP NEW CL A 20030N101 585 14905 SH SOLE 0 0 0 14905 CONOCOPHILLIPS COM 20825C104 643 7165 SH SOLE 0 0 0 7165 COSTCO WHSL CORP NEW COM 22160K105 216 451 SH SOLE 0 0 0 451 CROWDSTRIKE HLDGS INC CL A 22788C105 250 1481 SH SOLE 0 0 0 1481 DANAHER CORPORATION COM 235851102 303 1197 SH SOLE 0 0 0 1197 DEERE & CO COM 244199105 651 2173 SH SOLE 0 0 0 2173 DESKTOP METAL INC COM CL A 25058X105 22 10051 SH SOLE 0 0 0 10051 DISNEY WALT CO COM 254687106 4911 52024 SH SOLE 0 0 0 52024 DUKE ENERGY CORP NEW COM NEW 26441C204 496 4628 SH SOLE 0 0 0 4628 EATON CORP PLC SHS G29183103 444 3528 SH SOLE 0 0 0 3528 ETF MANAGERS TR PRIME MOBILE PAY 26924G409 2647 67648 SH SOLE 0 0 0 67648 EVERSOURCE ENERGY COM 30040W108 275 3258 SH SOLE 0 0 0 3258 EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 301505707 2001 44511 SH SOLE 0 0 0 44511 EXXON MOBIL CORP COM 30231G102 2227 26001 SH SOLE 0 0 0 26001 FEDEX CORP COM 31428X106 309 1363 SH SOLE 0 0 0 1363 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 1260 24892 SH SOLE 0 0 0 24892 FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192 356 5407 SH SOLE 0 0 0 5407 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 1329 10459 SH SOLE 0 0 0 10459 FORD MTR CO DEL COM 345370860 192 17286 SH SOLE 0 0 0 17286 GENERAL MLS INC COM 370334104 258 3420 SH SOLE 0 0 0 3420 GILEAD SCIENCES INC COM 375558103 408 6598 SH SOLE 0 0 0 6598 GOLDMAN SACHS GROUP INC COM 38141G104 3712 12499 SH SOLE 0 0 0 12499 GSK PLC SPONSORED ADR 37733W105 265 6091 SH SOLE 0 0 0 6091 HOME DEPOT INC COM 437076102 1426 5201 SH SOLE 0 0 0 5201 IDEXX LABS INC COM 45168D104 1620 4620 SH SOLE 0 0 0 4620 INMODE LTD SHS M5425M103 201 8958 SH SOLE 0 0 0 8958 INTEL CORP COM 458140100 1269 33922 SH SOLE 0 0 0 33922 INTERNATIONAL BUSINESS MACHS COM 459200101 1184 8382 SH SOLE 0 0 0 8382 INVESCO EXCHANGE TRADED FD T DYNMC PHRMCTLS 46137V662 379 5052 SH SOLE 0 0 0 5052 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 509 6562 SH SOLE 0 0 0 6562 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 248 1845 SH SOLE 0 0 0 1845 INVESCO QQQ TR UNIT SER 1 46090E103 378 1349 SH SOLE 0 0 0 1349 ISHARES INC MSCI EMRG CHN 46434G764 531 11126 SH SOLE 0 0 0 11126 ISHARES TR RUS MDCP VAL ETF 464287473 425 4188 SH SOLE 0 0 0 4188 ISHARES TR MRGSTR MD CP ETF 464288208 418 7417 SH SOLE 0 0 0 7417 ISHARES TR CORE US AGGBD ET 464287226 453 4456 SH SOLE 0 0 0 4456 ISHARES TR MODERT ALLOC ETF 464289875 208 5343 SH SOLE 0 0 0 5343 ISHARES TR CORE S&P500 ETF 464287200 619 1632 SH SOLE 0 0 0 1632 ISHARES TR CORE HIGH DV ETF 46429B663 365 3636 SH SOLE 0 0 0 3636 ISHARES TR AGGRES ALLOC ETF 464289859 523 8733 SH SOLE 0 0 0 8733 ISHARES TR RUSEL 2500 ETF 46435G268 1283 24861 SH SOLE 0 0 0 24861 ISHARES TR SP SMCP600VL ETF 464287879 307 3447 SH SOLE 0 0 0 3447 ISHARES TR CORE MSCI TOTAL 46432F834 1450 25429 SH SOLE 0 0 0 25429 ISHARES TR U.S. MED DVC ETF 464288810 12706 251894 SH SOLE 0 0 0 251894 ISHARES TR EAFE GRWTH ETF 464288885 327 4066 SH SOLE 0 0 0 4066 ISHARES TR ISHARES BIOTECH 464287556 1160 9860 SH SOLE 0 0 0 9860 ISHARES TR CORE S&P SCP ETF 464287804 10698 115767 SH SOLE 0 0 0 115767 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 3688 66510 SH SOLE 0 0 0 66510 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 551 11330 SH SOLE 0 0 0 11330 JETBLUE AWYS CORP COM 477143101 304 36279 SH SOLE 0 0 0 36279 JOHNSON & JOHNSON COM 478160104 5531 31158 SH SOLE 0 0 0 31158 JPMORGAN CHASE & CO COM 46625H100 9852 87484 SH SOLE 0 0 0 87484 KIMBERLY-CLARK CORP COM 494368103 314 2321 SH SOLE 0 0 0 2321 L3HARRIS TECHNOLOGIES INC COM 502431109 240 992 SH SOLE 0 0 0 992 LAM RESEARCH CORP COM 512807108 5722 13427 SH SOLE 0 0 0 13427 LILLY ELI & CO COM 532457108 1211 3735 SH SOLE 0 0 0 3735 LOCKHEED MARTIN CORP COM 539830109 757 1760 SH SOLE 0 0 0 1760 LOWES COS INC COM 548661107 859 4918 SH SOLE 0 0 0 4918 M & T BK CORP COM 55261F104 493 3096 SH SOLE 0 0 0 3096 MASTERCARD INCORPORATED CL A 57636Q104 485 1537 SH SOLE 0 0 0 1537 MCDONALDS CORP COM 580135101 3480 14094 SH SOLE 0 0 0 14094 MEDTRONIC PLC SHS G5960L103 1364 15201 SH SOLE 0 0 0 15201 MERCK & CO INC COM 58933Y105 3067 33640 SH SOLE 0 0 0 33640 META PLATFORMS INC CL A 30303M102 7515 46604 SH SOLE 0 0 0 46604 METLIFE INC COM 59156R108 799 12719 SH SOLE 0 0 0 12719 MGM RESORTS INTERNATIONAL COM 552953101 235 8116 SH SOLE 0 0 0 8116 MICRON TECHNOLOGY INC COM 595112103 327 5922 SH SOLE 0 0 0 5922 MICROSOFT CORP COM 594918104 27905 108651 SH SOLE 0 0 0 108651 MODERNA INC COM 60770K107 329 2306 SH SOLE 0 0 0 2306 MONDELEZ INTL INC CL A 609207105 3270 52666 SH SOLE 0 0 0 52666 NASDAQ INC COM 631103108 293 1924 SH SOLE 0 0 0 1924 NETFLIX INC COM 64110L106 280 1603 SH SOLE 0 0 0 1603 NEXTERA ENERGY INC COM 65339F101 1740 22464 SH SOLE 0 0 0 22464 NIKE INC CL B 654106103 4479 43824 SH SOLE 0 0 0 43824 NORTHROP GRUMMAN CORP COM 666807102 4895 10228 SH SOLE 0 0 0 10228 NOVARTIS AG SPONSORED ADR 66987V109 696 8229 SH SOLE 0 0 0 8229 NUCOR CORP COM 670346105 985 9432 SH SOLE 0 0 0 9432 NVIDIA CORPORATION COM 67066G104 1783 11760 SH SOLE 0 0 0 11760 ORACLE CORP COM 68389X105 2502 35813 SH SOLE 0 0 0 35813 OTIS WORLDWIDE CORP COM 68902V107 437 6185 SH SOLE 0 0 0 6185 PALANTIR TECHNOLOGIES INC CL A 69608A108 563 62060 SH SOLE 0 0 0 62060 PAYPAL HLDGS INC COM 70450Y103 216 3088 SH SOLE 0 0 0 3088 PEPSICO INC COM 713448108 2029 12174 SH SOLE 0 0 0 12174 PFIZER INC COM 717081103 2284 43555 SH SOLE 0 0 0 43555 PHILIP MORRIS INTL INC COM 718172109 3868 39170 SH SOLE 0 0 0 39170 PHILLIPS 66 COM 718546104 375 4569 SH SOLE 0 0 0 4569 PIMCO DYNAMIC INCOME FD SHS 72201Y101 1721 82449 SH SOLE 0 0 0 82449 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 2045 20637 SH SOLE 0 0 0 20637 PROCTER AND GAMBLE CO COM 742718109 3837 26687 SH SOLE 0 0 0 26687 PROGRESSIVE CORP COM 743315103 228 1960 SH SOLE 0 0 0 1960 PROSHARES TR II ULTA BLMBG 2017 74347Y888 629 15032 SH SOLE 0 0 0 15032 PRUDENTIAL FINL INC COM 744320102 1526 15948 SH SOLE 0 0 0 15948 QUALCOMM INC COM 747525103 558 4365 SH SOLE 0 0 0 4365 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1410 14671 SH SOLE 0 0 0 14671 SALESFORCE INC COM 79466L302 6170 37387 SH SOLE 0 0 0 37387 SCHWAB STRATEGIC TR US REIT ETF 808524847 932 44200 SH SOLE 0 0 0 44200 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 389 8700 SH SOLE 0 0 0 8700 SCHWAB STRATEGIC TR US TIPS ETF 808524870 351 6293 SH SOLE 0 0 0 6293 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 332 10631 SH SOLE 0 0 0 10631 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 0 3000 SH Call SOLE 0 0 0 3000 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 218 6941 SH SOLE 0 0 0 6941 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 326 2542 SH SOLE 0 0 0 2542 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 2 25000 SH Call SOLE 0 0 0 25000 SERVICENOW INC COM 81762P102 1386 2914 SH SOLE 0 0 0 2914 SHOPIFY INC CL A 82509L107 231 7408 SH SOLE 0 0 0 7408 SMART GLOBAL HLDGS INC SHS G8232Y101 553 33759 SH SOLE 0 0 0 33759 SNOWFLAKE INC CL A 833445109 1568 11276 SH SOLE 0 0 0 11276 SOFI TECHNOLOGIES INC COM 83406F102 478 90721 SH SOLE 0 0 0 90721 SOUTHERN CO COM 842587107 598 8380 SH SOLE 0 0 0 8380 SPDR S&P 500 ETF TR TR UNIT 78462F103 2296 6085 SH SOLE 0 0 0 6085 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 851 2058 SH SOLE 0 0 0 2058 SPDR SER TR S&P BIOTECH 78464A870 7166 96485 SH SOLE 0 0 0 96485 SPDR SER TR PORTFOLIO AGRGTE 78464A649 1138 43186 SH SOLE 0 0 0 43186 SPDR SER TR S&P REGL BKG 78464A698 1395 24006 SH SOLE 0 0 0 24006 SPDR SER TR HLTH CR EQUIP 78464A581 1871 22046 SH SOLE 0 0 0 22046 STAG INDL INC COM 85254J102 1275 41297 SH SOLE 0 0 0 41297 STARBUCKS CORP COM 855244109 2386 31228 SH SOLE 0 0 0 31228 STATE STR CORP COM 857477103 201 3258 SH SOLE 0 0 0 3258 SYSCO CORP COM 871829107 248 2932 SH SOLE 0 0 0 2932 TARGET CORP COM 87612E106 263 1860 SH SOLE 0 0 0 1860 TESLA INC COM 88160R101 1359 2018 SH SOLE 0 0 0 2018 TEXAS INSTRS INC COM 882508104 207 1349 SH SOLE 0 0 0 1349 THERMO FISHER SCIENTIFIC INC COM 883556102 450 828 SH SOLE 0 0 0 828 TJX COS INC NEW COM 872540109 1402 25095 SH SOLE 0 0 0 25095 TORONTO DOMINION BK ONT COM NEW 891160509 480 7314 SH SOLE 0 0 0 7314 UBER TECHNOLOGIES INC COM 90353T100 324 15855 SH SOLE 0 0 0 15855 UNION PAC CORP COM 907818108 492 2309 SH SOLE 0 0 0 2309 UNITED PARCEL SERVICE INC CL B 911312106 294 1608 SH SOLE 0 0 0 1608 UNITEDHEALTH GROUP INC COM 91324P102 2572 5008 SH SOLE 0 0 0 5008 UNUM GROUP COM 91529Y106 223 6554 SH SOLE 0 0 0 6554 VALERO ENERGY CORP COM 91913Y100 346 3253 SH SOLE 0 0 0 3253 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 638 3134 SH SOLE 0 0 0 3134 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 643 8548 SH SOLE 0 0 0 8548 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 473 9550 SH SOLE 0 0 0 9550 VANGUARD INDEX FDS SMALL CP ETF 922908751 316 1795 SH SOLE 0 0 0 1795 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5791 16695 SH SOLE 0 0 0 16695 VANGUARD INDEX FDS VALUE ETF 922908744 293 2221 SH SOLE 0 0 0 2221 VANGUARD INDEX FDS GROWTH ETF 922908736 294 1318 SH SOLE 0 0 0 1318 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1116 22346 SH SOLE 0 0 0 22346 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 6062 145558 SH SOLE 0 0 0 145558 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1780 20861 SH SOLE 0 0 0 20861 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 312 2173 SH SOLE 0 0 0 2173 VANGUARD WORLD FD MEGA GRWTH IND 921910816 33756 185791 SH SOLE 0 0 0 185791 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 20015 208102 SH SOLE 0 0 0 208102 VERIZON COMMUNICATIONS INC COM 92343V104 2632 51868 SH SOLE 0 0 0 51868 VISA INC COM CL A 92826C839 5136 26085 SH SOLE 0 0 0 26085 WALGREENS BOOTS ALLIANCE INC COM 931427108 1846 48699 SH SOLE 0 0 0 48699 WALMART INC COM 931142103 2563 21077 SH SOLE 0 0 0 21077 WELLS FARGO CO NEW COM 949746101 279 7114 SH SOLE 0 0 0 7114 WISDOMTREE TR US SMALLCAP FUND 97717W562 796 19349 SH SOLE 0 0 0 19349 ZETA GLOBAL HOLDINGS CORP CL A 98956A105 97 21542 SH SOLE 0 0 0 21542 ZILLOW GROUP INC CL A 98954M101 242 7610 SH SOLE 0 0 0 7610