MEANS WEALTH MANAGEMENT

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Type
Submitted
Adviser MEANS INVESTMENT CO., INC. Type 13F-HR Submitted
04/21/2025
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker922908363 Stock NameVANGUARD INDEX FDS $ Position$151.3 b % Position16.00 % $ Change101.00 % # Shares294,500 # Change111.00 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$71.4 b % Position8.00 % $ Change-22.00 % # Shares321,481 # Change-12.00 %
Stock Ticker922042775 Stock NameVANGUARD INTL EQUITY INDEX F $ Position$68.9 b % Position7.00 % $ Change58.00 % # Shares1,135,655 # Change49.00 %
Stock Ticker46137V233 Stock NameINVESCO EXCHANGE TRADED FD T $ Position$58.3 b % Position6.00 % $ Change1026.00 % # Shares1,267,671 # Change1122.00 %
Stock Ticker023135106 Stock NameAMAZON COM INC $ Position$37.3 b % Position4.00 % $ Change-29.00 % # Shares196,061 # Change-18.00 %
Adviser MEANS INVESTMENT CO., INC. Type 13F-HR Submitted
01/24/2025
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker037833100 Stock NameAPPLE INC $ Position$91.7 b % Position10.00 % $ Change6.00 % # Shares366,044 # Change-1.00 %
Stock Ticker921910816 Stock NameVANGUARD WORLD FD $ Position$90.1 b % Position9.00 % $ Change6.00 % # Shares262,363 # Change-1.00 %
Stock Ticker922908363 Stock NameVANGUARD INDEX FDS $ Position$75.3 b % Position8.00 % $ Change11.00 % # Shares139,841 # Change9.00 %
Stock Ticker921910840 Stock NameVANGUARD WORLD FD $ Position$63.3 b % Position7.00 % $ Change-3.00 % # Shares506,470 # Change0.00 %
Stock Ticker922042775 Stock NameVANGUARD INTL EQUITY INDEX F $ Position$43.7 b % Position5.00 % $ Change-3.00 % # Shares761,823 # Change6.00 %
Adviser MEANS INVESTMENT CO., INC. Type 13F-HR Submitted
10/18/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker037833100 Stock NameAPPLE INC $ Position$86.3 b % Position10.00 % $ Change9.00 % # Shares370,553 # Change-2.00 %
Stock Ticker921910816 Stock NameVANGUARD WORLD FD $ Position$85.2 b % Position9.00 % $ Change7.00 % # Shares264,711 # Change4.00 %
Stock Ticker922908363 Stock NameVANGUARD INDEX FDS $ Position$67.9 b % Position8.00 % $ Change8.00 % # Shares128,689 # Change3.00 %
Stock Ticker921910840 Stock NameVANGUARD WORLD FD $ Position$65.1 b % Position7.00 % $ Change15.00 % # Shares507,550 # Change6.00 %
Stock Ticker922042775 Stock NameVANGUARD INTL EQUITY INDEX F $ Position$45.2 b % Position5.00 % $ Change14.00 % # Shares717,221 # Change6.00 %
Adviser MEANS INVESTMENT CO., INC. Type N-PX Submitted
08/14/2024
Adviser MEANS INVESTMENT CO., INC. Type 13F-HR Submitted
07/19/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker921910816 Stock NameVANGUARD WORLD FD $ Position$79.9 b % Position10.00 % $ Change14.00 % # Shares254,161 # Change4.00 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$79.4 b % Position9.00 % $ Change21.00 % # Shares376,856 # Change-2.00 %
Stock Ticker921910840 Stock NameVANGUARD WORLD FD $ Position$56.5 b % Position7.00 % $ Change7.00 % # Shares477,157 # Change7.00 %
Stock Ticker922908363 Stock NameVANGUARD INDEX FDS $ Position$62.7 b % Position7.00 % $ Change12.00 % # Shares125,420 # Change7.00 %
Stock Ticker023135106 Stock NameAMAZON COM INC $ Position$46.1 b % Position6.00 % $ Change8.00 % # Shares238,697 # Change1.00 %
Adviser MEANS INVESTMENT CO., INC. Type 13F-HR Submitted
04/17/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker921910816 Stock NameVANGUARD WORLD FD $ Position$70.2 b % Position9.00 % $ Change17.00 % # Shares244,770 # Change6.00 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$65.7 b % Position8.00 % $ Change-14.00 % # Shares383,083 # Change-3.00 %
Stock Ticker921910840 Stock NameVANGUARD WORLD FD $ Position$53.1 b % Position7.00 % $ Change25.00 % # Shares443,933 # Change14.00 %
Stock Ticker922908363 Stock NameVANGUARD INDEX FDS $ Position$56.1 b % Position7.00 % $ Change23.00 % # Shares116,770 # Change12.00 %
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$44.8 b % Position6.00 % $ Change10.00 % # Shares106,447 # Change-2.00 %
Adviser MEANS INVESTMENT CO., INC. Type 13F-HR Submitted
01/25/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker037833100 Stock NameAPPLE INC $ Position$76.3 b % Position11.00 % $ Change8.00 % # Shares396,538 # Change-4.00 %
Stock Ticker921910816 Stock NameVANGUARD WORLD FD $ Position$59.9 b % Position9.00 % $ Change25.00 % # Shares231,003 # Change9.00 %
Stock Ticker922908363 Stock NameVANGUARD INDEX FDS $ Position$45.6 b % Position7.00 % $ Change31.00 % # Shares104,495 # Change17.00 %
Stock Ticker921910840 Stock NameVANGUARD WORLD FD $ Position$42.6 b % Position6.00 % $ Change30.00 % # Shares389,460 # Change21.00 %
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$40.7 b % Position6.00 % $ Change24.00 % # Shares108,282 # Change4.00 %
Adviser MEANS INVESTMENT CO., INC. Type 13F-HR Submitted
10/25/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker037833100 Stock NameAPPLE INC $ Position$70.5 b % Position12.00 % $ Change-15.00 % # Shares411,746 # Change-3.00 %
Stock Ticker921910816 Stock NameVANGUARD WORLD FD $ Position$48.0 b % Position8.00 % $ Change6.00 % # Shares211,695 # Change10.00 %
Stock Ticker922908363 Stock NameVANGUARD INDEX FDS $ Position$35.0 b % Position6.00 % $ Change24.00 % # Shares89,030 # Change28.00 %
Stock Ticker921910840 Stock NameVANGUARD WORLD FD $ Position$32.7 b % Position5.00 % $ Change20.00 % # Shares322,479 # Change23.00 %
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$32.8 b % Position5.00 % $ Change-9.00 % # Shares103,835 # Change-2.00 %
Adviser MEANS INVESTMENT CO., INC. Type 13F-HR Submitted
07/31/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker037833100 Stock NameAPPLE INC $ Position$82.6 b % Position13.00 % $ Change16.00 % # Shares425,726 # Change-1.00 %
Stock Ticker921910816 Stock NameVANGUARD WORLD FD $ Position$45.4 b % Position7.00 % $ Change20.00 % # Shares193,038 # Change5.00 %
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$36.2 b % Position6.00 % $ Change17.00 % # Shares106,360 # Change-1.00 %
Stock Ticker023135106 Stock NameAMAZON COM INC $ Position$31.7 b % Position5.00 % $ Change26.00 % # Shares243,494 # Change0.00 %
Stock Ticker921910840 Stock NameVANGUARD WORLD FD $ Position$27.2 b % Position4.00 % $ Change13.00 % # Shares262,233 # Change10.00 %
Adviser MEANS INVESTMENT CO., INC. Type 13F-HR Submitted
05/08/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker037833100 Stock NameAPPLE INC $ Position$71.1 b % Position12.00 % $ Change25.00 % # Shares431,436 # Change-2.00 %
Stock Ticker921910816 Stock NameVANGUARD WORLD FD $ Position$37.8 b % Position7.00 % $ Change18.00 % # Shares184,675 # Change-1.00 %
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$30.9 b % Position5.00 % $ Change20.00 % # Shares107,344 # Change0.00 %
Stock Ticker023135106 Stock NameAMAZON COM INC $ Position$25.2 b % Position4.00 % $ Change25.00 % # Shares244,252 # Change2.00 %
Stock Ticker921910840 Stock NameVANGUARD WORLD FD $ Position$24.0 b % Position4.00 % $ Change0.00 % # Shares237,769 # Change2.00 %
Adviser MEANS INVESTMENT CO., INC. Type 13F-HR Submitted
01/27/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker037833100 Stock NameAPPLE INC $ Position$57.1 b % Position11.00 % $ Change91712.00 % # Shares439,499 # Change-2.00 %
Stock Ticker921910816 Stock NameVANGUARD WORLD FD $ Position$32.0 b % Position6.00 % $ Change98258.00 % # Shares185,856 # Change0.00 %
Stock Ticker921910840 Stock NameVANGUARD WORLD FD $ Position$24.0 b % Position5.00 % $ Change124239.00 % # Shares233,494 # Change9.00 %
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$25.8 b % Position5.00 % $ Change101306.00 % # Shares107,778 # Change-2.00 %
Stock Ticker023135106 Stock NameAMAZON COM INC $ Position$20.2 b % Position4.00 % $ Change72068.00 % # Shares240,181 # Change-3.00 %
Adviser MEANS INVESTMENT CO., INC. Type 13F-HR Submitted
10/17/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker037833100 Stock NameAPPLE INC $ Position$62.2 m % Position13.49 % $ Change0.74 % # Shares450,049 # Change-0.34 %
Stock Ticker921910816 Stock NameVANGUARD WORLD FD $ Position$32.5 m % Position7.05 % $ Change-3.68 % # Shares186,549 # Change0.41 %
Stock Ticker023135106 Stock NameAMAZON COM INC $ Position$28.0 m % Position6.07 % $ Change7.56 % # Shares247,398 # Change1.10 %
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$25.5 m % Position5.53 % $ Change-8.66 % # Shares109,442 # Change0.73 %
Stock Ticker921910840 Stock NameVANGUARD WORLD FD $ Position$19.3 m % Position4.19 % $ Change-3.50 % # Shares214,812 # Change3.22 %
Adviser MEANS INVESTMENT CO., INC. Type 13F-HR Submitted
07/21/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker037833100 Stock NameAPPLE INC $ Position$61.7 m % Position13.09 % $ Change-21.93 % # Shares451,562 # Change-0.30 %
Stock Ticker921910816 Stock NameVANGUARD WORLD FD $ Position$33.8 m % Position7.16 % $ Change-21.93 % # Shares185,791 # Change1.14 %
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$27.9 m % Position5.92 % $ Change-14.96 % # Shares108,651 # Change2.08 %
Stock Ticker023135106 Stock NameAMAZON COM INC $ Position$26.0 m % Position5.51 % $ Change-32.29 % # Shares244,713 # Change1978.42 %
Stock Ticker921910840 Stock NameVANGUARD WORLD FD $ Position$20.0 m % Position4.24 % $ Change-1.84 % # Shares208,102 # Change9.53 %
Adviser MEANS INVESTMENT CO., INC. Type 13F-HR Submitted
04/26/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker037833100 Stock NameAPPLE INC $ Position$79.1 m % Position14.32 % $ Change-2.10 % # Shares452,907 # Change-0.44 %
Stock Ticker921910816 Stock NameVANGUARD WORLD FD $ Position$43.2 m % Position7.83 % $ Change-7.47 % # Shares183,689 # Change2.49 %
Stock Ticker023135106 Stock NameAMAZON COM INC $ Position$38.4 m % Position6.95 % $ Change0.15 % # Shares11,774 # Change2.44 %
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$32.8 m % Position5.94 % $ Change-6.36 % # Shares106,432 # Change2.15 %
Stock Ticker921910840 Stock NameVANGUARD WORLD FD $ Position$20.4 m % Position3.69 % $ Change16.79 % # Shares190,003 # Change16.24 %
Adviser MEANS INVESTMENT CO., INC. Type 13F-HR Submitted
02/14/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker037833100 Stock NameAPPLE INC $ Position$80.8 m % Position14.26 % $ Change25.94 % # Shares454,905 # Change0.36 %
Stock Ticker921910816 Stock NameVANGUARD WORLD FD $ Position$46.7 m % Position8.25 % $ Change18.56 % # Shares179,219 # Change6.76 %
Stock Ticker023135106 Stock NameAMAZON COM INC $ Position$38.3 m % Position6.77 % $ Change6.00 % # Shares11,494 # Change4.43 %
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$35.0 m % Position6.19 % $ Change18.22 % # Shares104,193 # Change-0.90 %
Stock Ticker921910840 Stock NameVANGUARD WORLD FD $ Position$17.5 m % Position3.08 % $ Change30.21 % # Shares163,454 # Change19.28 %
Adviser HR - MEANS INVESTMENT CO., INC. Type 13F-HR Submitted
11/12/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker037833100 Stock NameAPPLE INC $ Position$64.1 m % Position12.66 % $ Change3.01 % # Shares453,263 # Change-0.30 %
Stock Ticker921910816 Stock NameVANGUARD WORLD FD $ Position$39.4 m % Position7.78 % $ Change2.80 % # Shares167,873 # Change1.30 %
Stock Ticker023135106 Stock NameAMAZON COM INC $ Position$36.2 m % Position7.14 % $ Change-2.87 % # Shares11,006 # Change1.72 %
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$29.6 m % Position5.85 % $ Change2.95 % # Shares105,138 # Change-1.08 %
Stock Ticker921910840 Stock NameVANGUARD WORLD FD $ Position$13.4 m % Position2.65 % $ Change0.34 % # Shares137,032 # Change2.15 %
Adviser MEANS INVESTMENT CO., INC. Type 13F-HR Submitted
08/10/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker037833100 Stock NameAPPLE INC $ Position$62.3 m % Position12.45 % $ Change12.97 % # Shares454,611 # Change0.75 %
Stock Ticker921910816 Stock NameVANGUARD WORLD FD $ Position$38.3 m % Position7.67 % $ Change13.81 % # Shares165,716 # Change1.85 %
Stock Ticker023135106 Stock NameAMAZON COM INC $ Position$37.2 m % Position7.44 % $ Change16.48 % # Shares10,820 # Change4.76 %
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$28.8 m % Position5.76 % $ Change17.46 % # Shares106,286 # Change2.23 %
Stock Ticker921910840 Stock NameVANGUARD WORLD FD $ Position$13.4 m % Position2.67 % $ Change36.66 % # Shares134,154 # Change30.60 %
Adviser MEANS INVESTMENT CO., INC. Type 13F-HR Submitted
04/05/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker037833100 Stock NameAPPLE INC $ Position$55.1 m % Position12.54 % $ Change-9.55 % # Shares451,226 # Change0.06 %
Stock Ticker921910816 Stock NameVANGUARD WORLD FD $ Position$33.7 m % Position7.67 % $ Change-23.83 % # Shares162,698 # Change-21.22 %
Stock Ticker023135106 Stock NameAMAZON COM INC $ Position$32.0 m % Position7.27 % $ Change-4.33 % # Shares10,328 # Change0.87 %
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$24.5 m % Position5.58 % $ Change-2.99 % # Shares103,965 # Change0.60 %
Stock Ticker46625H100 Stock NameJPMORGAN CHASE & CO $ Position$11.5 m % Position2.62 % $ Change9.91 % # Shares75,542 # Change0.55 %
Adviser MEANS INVESTMENT CO., INC. Type 13F-HR Submitted
02/12/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker037833100 Stock NameAPPLE INC $ Position$60.9 m % Position13.89 % $ Change18.49 % # Shares450,936 # Change4.08 %
Stock Ticker921910816 Stock NameVANGUARD WORLD FD $ Position$44.2 m % Position10.08 % $ Change11.80 % # Shares206,512 # Change1.87 %
Stock Ticker023135106 Stock NameAMAZON COM INC $ Position$33.4 m % Position7.61 % $ Change2.30 % # Shares10,239 # Change3.84 %
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$25.3 m % Position5.76 % $ Change11.85 % # Shares103,347 # Change2.34 %
Stock Ticker78464A870 Stock NameSPDR SER TR $ Position$13.1 m % Position2.98 % $ Change46.66 % # Shares78,945 # Change6.02 %
Adviser MEANS INVESTMENT CO., INC. Type 13F-HR Submitted
11/09/2020
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker037833100 Stock NameAPPLE INC $ Position$51.4 m % Position14.13 % $ Change6.84 % # Shares433,272 # Change293.83 %
Stock Ticker921910816 Stock NameVANGUARD WORLD FD $ Position$39.6 m % Position10.87 % $ Change13.16 % # Shares202,729 # Change2.66 %
Stock Ticker023135106 Stock NameAMAZON COM INC $ Position$32.7 m % Position8.97 % $ Change15.44 % # Shares9,860 # Change7.40 %
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$22.6 m % Position6.21 % $ Change39.64 % # Shares100,980 # Change26.94 %
Stock Ticker30303M102 Stock NameFACEBOOK INC $ Position$9.6 m % Position2.64 % $ Change19.34 % # Shares32,704 # Change4.18 %
Adviser MEANS INVESTMENT CO., INC. Type 13F-HR Submitted
08/13/2020
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker037833100 Stock NameAPPLE INC $ Position$48.1 m % Position15.08 % $ Change56.42 % # Shares110,015 # Change-1.29 %
Stock Ticker921910816 Stock NameVANGUARD WORLD FD $ Position$35.0 m % Position10.95 % $ Change192.47 % # Shares197,477 # Change131.32 %
Stock Ticker023135106 Stock NameAMAZON COM INC $ Position$28.3 m % Position8.86 % $ Change29.80 % # Shares9,181 # Change-0.42 %
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$16.2 m % Position5.07 % $ Change18.23 % # Shares79,548 # Change0.87 %
Stock Ticker30303M102 Stock NameFACEBOOK INC $ Position$8.0 m % Position2.52 % $ Change40.36 % # Shares31,393 # Change-0.11 %
Adviser MEANS INVESTMENT CO., INC. Type 13F-HR Submitted
04/23/2020
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker037833100 Stock NameAPPLE INC $ Position$30.8 m % Position11.91 % $ Change-14.30 % # Shares111,449 # Change-1.07 %
Stock Ticker023135106 Stock NameAMAZON COM INC $ Position$21.8 m % Position8.43 % $ Change34.79 % # Shares9,220 # Change6.34 %
Stock Ticker33734H106 Stock NameFIRST TR VALUE LINE DIVID IN $ Position$16.5 m % Position6.37 % $ Change-23.21 % # Shares569,977 # Change-2.48 %
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$13.7 m % Position5.29 % $ Change5.60 % # Shares78,864 # Change1.70 %
Stock Ticker921910816 Stock NameVANGUARD WORLD FD $ Position$12.0 m % Position4.63 % $ Change2.64 % # Shares85,370 # Change12.66 %
Adviser MEANS INVESTMENT CO., INC. Type 13F-HR Submitted
01/21/2020
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker037833100 Stock NameAPPLE INC $ Position$35.9 m % Position12.03 % $ ChangeN / A # Shares112,652 # ChangeN / A
Stock Ticker33734H106 Stock NameFIRST TR VALUE LINE DIVID IN $ Position$21.4 m % Position7.18 % $ ChangeN / A # Shares584,461 # ChangeN / A
Stock Ticker023135106 Stock NameAMAZON COM INC $ Position$16.2 m % Position5.42 % $ ChangeN / A # Shares8,670 # ChangeN / A
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$13.0 m % Position4.34 % $ ChangeN / A # Shares77,546 # ChangeN / A
Stock Ticker921910816 Stock NameVANGUARD WORLD FD $ Position$11.6 m % Position3.90 % $ ChangeN / A # Shares75,775 # ChangeN / A

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