MEANS INVESTMENT CO., INC. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MI MEANS INVESTMENT CO., INC. | Institutional Filer | ▼ 9.04% | $1.08B | 181 |
Current Portfolio Holdings
Showing all 181 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 343K | $204.9M | 18.98% |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | — | 1.3M | $95.0M | 8.80% |
| 3 | XLG | INVESCO EXCHANGE TRADED FD T | — | 1.6M | $85.3M | 7.90% |
| 4 | AAPL | Apple Inc. | Technology | 297K | $75.4M | 6.98% |
| 5 | AVUV | AMERICAN CENTY ETF TR | — | 394K | $43.5M | 4.03% |
| 6 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 192K | $39.9M | 3.70% |
| 7 | MSFT | Microsoft Corporation | Technology | 105K | $38.7M | 3.59% |
| 8 | IMCB | ISHARES TR | — | 432K | $36.1M | 3.34% |
| 9 | MGK | VANGUARD WORLD FD | — | 96K | $35.2M | 3.26% |
| 10 | GOOG | Alphabet Inc. | Technology | 86K | $24.6M | 2.28% |
| 11 | XLV | Health Care Select Sector SPDR Fund | — | 162K | $23.7M | 2.19% |
| 12 | JBND | J P MORGAN EXCHANGE TRADED F | — | 432K | $23.2M | 2.15% |
| 13 | MGV | VANGUARD WORLD FD | — | 137K | $19.8M | 1.84% |
| 14 | JPM | JPMorgan Chase & Co. | Financial Services | 65K | $19.2M | 1.78% |
| 15 | META | Meta Platforms, Inc. | Technology | 32K | $18.1M | 1.68% |
Showing 1 to 15 of 181 holdings