MEANS INVESTMENT CO., INC. - Portfolio overview

MEANS INVESTMENT CO., INC. has 200 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 17.86%
2. VEU - VANGUARD INTL EQUITY INDEX F, 8.28%
3. XLG - INVESCO EXCHANGE TRADED FD T, 7.44%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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