Filling information for MEANS INVESTMENT CO., INC. as Treemap, investor disclosed 196 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 002824100 | 002824100 | ABBOTT LABS | COM | 3761764 | 34505 | |
| 00287Y109 | 00287Y109 | ABBVIE INC | COM | 3976159 | 29512 | |
| G1151C101 | G1151C101 | ACCENTURE PLC IRELAND | SHS CLASS A | 220727 | 715 | |
| 00507V109 | 00507V109 | ACTIVISION BLIZZARD INC | COM | 228341 | 2709 | |
| 00724F101 | 00724F101 | ADOBE SYSTEMS INCORPORATED | COM | 1330053 | 2720 | |
| 007903107 | 007903107 | ADVANCED MICRO DEVICES INC | COM | 489543 | 4298 | |
| 001055102 | 001055102 | AFLAC INC | COM | 236504 | 3388 | |
| 01609W102 | 01609W102 | ALIBABA GROUP HLDG LTD | SPONSORED ADS | 2564722 | 30771 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 1837042 | 15347 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 13729402 | 113494 | |
| 02209S103 | 02209S103 | ALTRIA GROUP INC | COM | 1672426 | 36919 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 31741940 | 243494 | |
| 025816109 | 025816109 | AMERICAN EXPRESS CO | COM | 425970 | 2445 | |
| 031162100 | 031162100 | AMGEN INC | COM | 529974 | 2387 | |
| 037833100 | 037833100 | APPLE INC | COM | 82578073 | 425726 | |
| 00214Q203 | 00214Q203 | ARK ETF TR | AUTNMUS TECHNLGY | 326473 | 5793 | |
| 00214Q302 | 00214Q302 | ARK ETF TR | GENOMIC REV ETF | 1413637 | 41468 | |
| 00206R102 | 00206R102 | AT&T INC | COM | 262613 | 16465 | |
| 060505104 | 060505104 | BANK AMERICA CORP | COM | 5209598 | 181582 | |
| 066849100 | 066849100 | BAR HBR BANKSHARES | COM | 915018 | 37135 | |
| 067901108 | 067901108 | BARRICK GOLD CORP | COM | 548594 | 32404 | |
| 084423102 | 084423102 | BERKLEY W R CORP | COM | 2094613 | 35168 | |
| 084670108 | 084670108 | BERKSHIRE HATHAWAY INC DEL | CL A | 517810 | 1 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 8084116 | 23707 | |
| 09247X101 | 09247X101 | BLACKROCK INC | COM | 2780036 | 4022 | |
| 09260D107 | 09260D107 | BLACKSTONE INC | COM | 2413547 | 25960 | |
| 097023105 | 097023105 | BOEING CO | COM | 1440506 | 6822 | |
| 055622104 | 055622104 | BP PLC | SPONSORED ADR | 472727 | 13396 | |
| 110122108 | 110122108 | BRISTOL-MYERS SQUIBB CO | COM | 3534367 | 55268 | |
| 11135F101 | 11135F101 | BROADCOM INC | COM | 232185 | 268 | |
| 115236101 | 115236101 | BROWN & BROWN INC | COM | 275360 | 4000 | |
| 133034108 | 133034108 | CAMDEN NATL CORP | COM | 1606971 | 51888 | |
| 14448C104 | 14448C104 | CARRIER GLOBAL CORPORATION | COM | 636417 | 12803 | |
| 149123101 | 149123101 | CATERPILLAR INC | COM | 666278 | 2708 | |
| 16119P108 | 16119P108 | CHARTER COMMUNICATIONS INC N | CL A | 308958 | 841 | |
| 16411R208 | 16411R208 | CHENIERE ENERGY INC | COM NEW | 225737 | 1482 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 10637634 | 67605 | |
| H1467J104 | H1467J104 | CHUBB LIMITED | COM | 273588 | 1421 | |
| 17275R102 | 17275R102 | CISCO SYS INC | COM | 2072531 | 40057 | |
| 191216100 | 191216100 | COCA COLA CO | COM | 1188644 | 19738 | |
| 20030N101 | 20030N101 | COMCAST CORP NEW | CL A | 571412 | 13752 | |
| 20825C104 | 20825C104 | CONOCOPHILLIPS | COM | 754161 | 7279 | |
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 307898 | 572 | |
| 22788C105 | 22788C105 | CROWDSTRIKE HLDGS INC | CL A | 246742 | 1680 | |
| 235851102 | 235851102 | DANAHER CORPORATION | COM | 295031 | 1229 | |
| 244199105 | 244199105 | DEERE & CO | COM | 1140003 | 2814 | |
| 254687106 | 254687106 | DISNEY WALT CO | COM | 4469669 | 50063 | |
| 26142V105 | 26142V105 | DRAFTKINGS INC NEW | COM CL A | 211698 | 7968 | |
| 26441C204 | 26441C204 | DUKE ENERGY CORP NEW | COM NEW | 435105 | 4849 | |
| G29183103 | G29183103 | EATON CORP PLC | SHS | 734310 | 3651 | |
| 30040W108 | 30040W108 | EVERSOURCE ENERGY | COM | 234534 | 3307 | |
| 301505707 | 301505707 | EXCHANGE TRADED CONCEPTS TR | ROBO GLB ETF | 2285513 | 39029 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 2606873 | 24307 | |
| 33739N108 | 33739N108 | FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 786779 | 15524 | |
| 33734X192 | 33734X192 | FIRST TR EXCHANGE TRADED FD | CLOUD COMPUTING | 216926 | 2857 | |
| 33733E302 | 33733E302 | FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 1133615 | 6955 | |
| 345370860 | 345370860 | FORD MTR CO DEL | COM | 275823 | 18230 | |
| 370334104 | 370334104 | GENERAL MLS INC | COM | 265010 | 3455 | |
| 375558103 | 375558103 | GILEAD SCIENCES INC | COM | 527978 | 6851 | |
| 37954Y673 | 37954Y673 | GLOBAL X FDS | US INFR DEV ETF | 235375 | 7489 | |
| 38141G104 | 38141G104 | GOLDMAN SACHS GROUP INC | COM | 3931188 | 12188 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 1644720 | 5295 | |
| 45168D104 | 45168D104 | IDEXX LABS INC | COM | 2119701 | 4221 | |
| M5425M103 | M5425M103 | INMODE LTD | SHS | 385019 | 10308 | |
| 459200101 | 459200101 | INTERNATIONAL BUSINESS MACHS | COM | 1103423 | 8246 | |
| 46137V308 | 46137V308 | INVESCO EXCHANGE TRADED FD T | BUYBACK ACHIEV | 589611 | 6592 | |
| 46137V662 | 46137V662 | INVESCO EXCHANGE TRADED FD T | DYNMC PHRMCTLS | 376623 | 4980 | |
| 46137V357 | 46137V357 | INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 240710 | 1609 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 655352 | 1774 | |
| 46434G764 | 46434G764 | ISHARES INC | MSCI EMRG CHN | 2826072 | 54368 | |
| 464289859 | 464289859 | ISHARES TR | AGGRES ALLOC ETF | 353105 | 5323 | |
| 46429B663 | 46429B663 | ISHARES TR | CORE HIGH DV ETF | 380512 | 3775 | |
| 46432F834 | 46432F834 | ISHARES TR | CORE MSCI TOTAL | 1471020 | 23491 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 10876358 | 109146 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 815534 | 1830 | |
| 464287226 | 464287226 | ISHARES TR | CORE US AGGBD ET | 1635689 | 16699 | |
| 464288885 | 464288885 | ISHARES TR | EAFE GRWTH ETF | 339496 | 3558 | |
| 464287556 | 464287556 | ISHARES TR | ISHARES BIOTECH | 1632040 | 12855 | |
| 464288208 | 464288208 | ISHARES TR | MRGSTR MD CP ETF | 3936568 | 62199 | |
| 464287473 | 464287473 | ISHARES TR | RUS MDCP VAL ETF | 346339 | 3153 | |
| 46435G268 | 46435G268 | ISHARES TR | RUSEL 2500 ETF | 1134342 | 19738 | |
| 464287879 | 464287879 | ISHARES TR | SP SMCP600VL ETF | 322789 | 3395 | |
| 464288810 | 464288810 | ISHARES TR | U.S. MED DVC ETF | 13898564 | 246167 | |
| 464288760 | 464288760 | ISHARES TR | US AER DEF ETF | 318846 | 2733 | |
| 46641Q332 | 46641Q332 | J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 3817336 | 68992 | |
| 47103U886 | 47103U886 | JANUS DETROIT STR TR | HENDRSN SHRT ETF | 501253 | 10489 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 5394243 | 32590 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 13048595 | 89718 | |
| 494368103 | 494368103 | KIMBERLY-CLARK CORP | COM | 319700 | 2316 | |
| 512807108 | 512807108 | LAM RESEARCH CORP | COM | 8459950 | 13160 | |
| 532457108 | 532457108 | LILLY ELI & CO | COM | 1691429 | 3607 | |
| 539830109 | 539830109 | LOCKHEED MARTIN CORP | COM | 845605 | 1837 | |
| 548661107 | 548661107 | LOWES COS INC | COM | 1073174 | 4755 | |
| 55261F104 | 55261F104 | M & T BK CORP | COM | 386600 | 3124 | |
| 57636Q104 | 57636Q104 | MASTERCARD INCORPORATED | CL A | 634160 | 1612 | |
| 580135101 | 580135101 | MCDONALDS CORP | COM | 4263389 | 14287 | |
| G5960L103 | G5960L103 | MEDTRONIC PLC | SHS | 1073420 | 12184 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC | COM | 3794440 | 32884 | |
| 30303M102 | 30303M102 | META PLATFORMS INC | CL A | 12386913 | 43163 | |
| 59156R108 | 59156R108 | METLIFE INC | COM | 635110 | 11235 | |
| 552953101 | 552953101 | MGM RESORTS INTERNATIONAL | COM | 354759 | 8077 | |
| 595112103 | 595112103 | MICRON TECHNOLOGY INC | COM | 323301 | 5123 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 36219785 | 106360 | |
| 60770K107 | 60770K107 | MODERNA INC | COM | 206814 | 1702 | |
| 609207105 | 609207105 | MONDELEZ INTL INC | CL A | 3914965 | 53674 | |
| 631103108 | 631103108 | NASDAQ INC | COM | 287734 | 5772 | |
| 64110L106 | 64110L106 | NETFLIX INC | COM | 879721 | 1997 | |
| 65339F101 | 65339F101 | NEXTERA ENERGY INC | COM | 1630214 | 21971 | |
| 654106103 | 654106103 | NIKE INC | CL B | 4677153 | 42377 | |
| 666807102 | 666807102 | NORTHROP GRUMMAN CORP | COM | 4762770 | 10449 | |
| 66987V109 | 66987V109 | NOVARTIS AG | SPONSORED ADR | 815677 | 8083 | |
| 670100205 | 670100205 | NOVO-NORDISK A S | ADR | 272547 | 1684 | |
| 670346105 | 670346105 | NUCOR CORP | COM | 1547378 | 9436 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 5150742 | 12176 | |
| 674599105 | 674599105 | OCCIDENTAL PETE CORP | COM | 211335 | 3594 | |
| 68389X105 | 68389X105 | ORACLE CORP | COM | 4184547 | 35138 | |
| 68902V107 | 68902V107 | OTIS WORLDWIDE CORP | COM | 550684 | 6187 | |
| 69608A108 | 69608A108 | PALANTIR TECHNOLOGIES INC | CL A | 1137375 | 74193 | |
| 697435105 | 697435105 | PALO ALTO NETWORKS INC | COM | 225096 | 881 | |
| 713448108 | 713448108 | PEPSICO INC | COM | 2323139 | 12543 | |
| 717081103 | 717081103 | PFIZER INC | COM | 1455313 | 39676 | |
| 718172109 | 718172109 | PHILIP MORRIS INTL INC | COM | 3710627 | 38011 | |
| 718546104 | 718546104 | PHILLIPS 66 | COM | 422198 | 4426 | |
| 72201Y101 | 72201Y101 | PIMCO DYNAMIC INCOME FD | SHS | 3634781 | 193855 | |
| 72201R833 | 72201R833 | PIMCO ETF TR | ENHAN SHRT MA AC | 1565253 | 15690 | |
| 72201R718 | 72201R718 | PIMCO ETF TR | ENHNCD LW DUR AC | 319272 | 3406 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 4086122 | 26928 | |
| 743315103 | 743315103 | PROGRESSIVE CORP | COM | 258427 | 1952 | |
| 74347Y888 | 74347Y888 | PROSHARES TR II | ULTA BLMBG 2017 | 335441 | 14184 | |
| 744320102 | 744320102 | PRUDENTIAL FINL INC | COM | 1416491 | 16056 | |
| 747525103 | 747525103 | QUALCOMM INC | COM | 671070 | 5637 | |
| 75513E101 | 75513E101 | RAYTHEON TECHNOLOGIES CORP | COM | 1459433 | 14898 | |
| 79466L302 | 79466L302 | SALESFORCE INC | COM | 7947666 | 37620 | |
| 808513105 | 808513105 | SCHWAB CHARLES CORP | COM | 2622932 | 46276 | |
| 808524888 | 808524888 | SCHWAB STRATEGIC TR | INTL SCEQT ETF | 2345409 | 69452 | |
| 808524201 | 808524201 | SCHWAB STRATEGIC TR | US LRG CAP ETF | 455619 | 8700 | |
| 81369Y852 | 81369Y852 | SELECT SECTOR SPDR TR | COMMUNICATION | 535892 | 8234 | |
| 81369Y506 | 81369Y506 | SELECT SECTOR SPDR TR | ENERGY | 328484 | 4047 | |
| 81369Y605 | 81369Y605 | SELECT SECTOR SPDR TR | FINANCIAL | 398741 | 11829 | |
| 81369Y209 | 81369Y209 | SELECT SECTOR SPDR TR | SBI HEALTHCARE | 2090289 | 15748 | |
| 81369Y100 | 81369Y100 | SELECT SECTOR SPDR TR | SBI MATERIALS | 210438 | 2539 | |
| 81369Y803 | 81369Y803 | SELECT SECTOR SPDR TR | TECHNOLOGY | 404440 | 2326 | |
| 81762P102 | 81762P102 | SERVICENOW INC | COM | 1578201 | 2808 | |
| 82509L107 | 82509L107 | SHOPIFY INC | CL A | 932183 | 14430 | |
| G8232Y101 | G8232Y101 | SMART GLOBAL HLDGS INC | SHS | 632176 | 21792 | |
| 833445109 | 833445109 | SNOWFLAKE INC | CL A | 1961942 | 11149 | |
| 83406F102 | 83406F102 | SOFI TECHNOLOGIES INC | COM | 479487 | 57492 | |
| 842587107 | 842587107 | SOUTHERN CO | COM | 1276172 | 18166 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 2454720 | 5538 | |
| 78467Y107 | 78467Y107 | SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 16562095 | 34583 | |
| 78464A581 | 78464A581 | SPDR SER TR | HLTH CR EQUIP | 2041605 | 20748 | |
| 78464A649 | 78464A649 | SPDR SER TR | PORTFOLIO AGRGTE | 1081914 | 42645 | |
| 78464A870 | 78464A870 | SPDR SER TR | S&P BIOTECH | 7782397 | 93538 | |
| 85254J102 | 85254J102 | STAG INDL INC | COM | 1418134 | 39524 | |
| 855244109 | 855244109 | STARBUCKS CORP | COM | 3041612 | 30705 | |
| 857477103 | 857477103 | STATE STR CORP | COM | 246676 | 3371 | |
| 871829107 | 871829107 | SYSCO CORP | COM | 223833 | 3017 | |
| 87612E106 | 87612E106 | TARGET CORP | COM | 247645 | 1878 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 1912391 | 7306 | |
| 882508104 | 882508104 | TEXAS INSTRS INC | COM | 288271 | 1601 | |
| 125523100 | 125523100 | THE CIGNA GROUP | COM | 264611 | 943 | |
| 883556102 | 883556102 | THERMO FISHER SCIENTIFIC INC | COM | 416108 | 798 | |
| 872540109 | 872540109 | TJX COS INC NEW | COM | 2020760 | 23833 | |
| 891160509 | 891160509 | TORONTO DOMINION BK ONT | COM NEW | 394307 | 6359 | |
| G8994E103 | G8994E103 | TRANE TECHNOLOGIES PLC | SHS | 240720 | 1259 | |
| 90353T100 | 90353T100 | UBER TECHNOLOGIES INC | COM | 855829 | 19825 | |
| 907818108 | 907818108 | UNION PAC CORP | COM | 454089 | 2219 | |
| 911312106 | 911312106 | UNITED PARCEL SERVICE INC | CL B | 265676 | 1482 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 2571602 | 5350 | |
| 91529Y106 | 91529Y106 | UNUM GROUP | COM | 354732 | 7437 | |
| 91913Y100 | 91913Y100 | VALERO ENERGY CORP | COM | 383501 | 3269 | |
| 92189F676 | 92189F676 | VANECK ETF TRUST | SEMICONDUCTR ETF | 1749254 | 11489 | |
| 921937835 | 921937835 | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 515764 | 7095 | |
| 92203J407 | 92203J407 | VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 464178 | 9496 | |
| 922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 375412 | 1327 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 28236950 | 69331 | |
| 922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 359105 | 1806 | |
| 922908595 | 922908595 | VANGUARD INDEX FDS | SML CP GRW ETF | 200104 | 871 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 241546 | 1097 | |
| 922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 326019 | 2294 | |
| 922042775 | 922042775 | VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 13285328 | 244171 | |
| 922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 4966695 | 122092 | |
| 922042742 | 922042742 | VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 2745589 | 28311 | |
| 921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 374893 | 2308 | |
| 921946406 | 921946406 | VANGUARD WHITEHALL FDS | HIGH DIV YLD | 10476454 | 98769 | |
| 921910840 | 921910840 | VANGUARD WORLD FD | MEGA CAP VAL ETF | 27209310 | 262233 | |
| 921910816 | 921910816 | VANGUARD WORLD FD | MEGA GRWTH IND | 45425715 | 193038 | |
| 92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 1816478 | 48843 | |
| 92826C839 | 92826C839 | VISA INC | COM CL A | 6400835 | 26953 | |
| 931427108 | 931427108 | WALGREENS BOOTS ALLIANCE INC | COM | 1387066 | 48686 | |
| 931142103 | 931142103 | WALMART INC | COM | 3871496 | 24631 | |
| 94106L109 | 94106L109 | WASTE MGMT INC DEL | COM | 205088 | 1183 | |
| 949746101 | 949746101 | WELLS FARGO CO NEW | COM | 275746 | 6461 | |
| 962166104 | 962166104 | WEYERHAEUSER CO MTN BE | COM NEW | 341665 | 10196 | |
| 97717W562 | 97717W562 | WISDOMTREE TR | US SMALLCAP FUND | 858901 | 19168 | |
| 98956A105 | 98956A105 | ZETA GLOBAL HOLDINGS CORP | CL A | 183967 | 21542 |