0000701516-19-000007.txt : 20190416
0000701516-19-000007.hdr.sgml : 20190416
20190416130109
ACCESSION NUMBER: 0000701516-19-000007
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20181231
FILED AS OF DATE: 20190416
DATE AS OF CHANGE: 20190416
EFFECTIVENESS DATE: 20190416
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: 19750481
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
12-31-2018
12-31-2018
MEANS INVESTMENT CO., INC.
802 STILLWATER AVENUE
BANGOR
ME
04401-3614
13F HOLDINGS REPORT
028-19471
N
Eric G. Woodbury
Chief Compliance Officer
2079476763
Eric G. Woodbury
Bnagor
ME
04-16-2019
0
133
180646
false
INFORMATION TABLE
2
13F_20181231.xml
ISHARES TR
MSCI EMG MKT ETF
464287234
331
8468
SH
SOLE
0
0
8468
MONDELEZ INTL INC
CL A
609207105
1368
34180
SH
SOLE
0
0
34180
GOLDMAN SACHS GROUP INC
COM
38141G104
1127
6745
SH
SOLE
0
0
6745
3M CO
COM
88579Y101
397
2083
SH
SOLE
0
0
2083
INTEL CORP
COM
458140100
2202
46916
SH
SOLE
0
0
46916
MCDONALDS CORP
COM
580135101
1551
8736
SH
SOLE
0
0
8736
CHARTER COMMUNICATIONS INC N
CL A
16119P108
252
883
SH
SOLE
0
0
883
STARBUCKS CORP
COM
855244109
1946
30220
SH
SOLE
0
0
30220
MICROSOFT CORP
COM
594918104
7148
70376
SH
SOLE
0
0
70376
LILLY ELI & CO
COM
532457108
339
2932
SH
SOLE
0
0
2932
ISHARES TR
RUS MDCP VAL ETF
464287473
228
2982
SH
SOLE
0
0
2982
ISHARES TR
NASDAQ BIOTECH
464287556
271
2808
SH
SOLE
0
0
2808
CISCO SYS INC
COM
17275R102
1414
32627
SH
SOLE
0
0
32627
EXXON MOBIL CORP
COM
30231G102
1543
22633
SH
SOLE
0
0
22633
ICAHN ENTERPRISES LP
DEPOSITARY UNIT
451100101
620
10863
SH
SOLE
0
0
10863
W R BERKLEY CORPORATION
COM
084423102
1189
16084
SH
SOLE
0
0
16084
ALPHABET INC
CAP STK CL C
02079K107
2678
2586
SH
SOLE
0
0
2586
BLACKSTONE GROUP L P
COM UNIT LTD
09253U108
681
22837
SH
SOLE
0
0
22837
NORTHROP GRUMMAN CORP
COM
666807102
599
2444
SH
SOLE
0
0
2444
GILEAD SCIENCES INC
COM
375558103
661
10563
SH
SOLE
0
0
10563
HOME DEPOT INC
COM
437076102
824
4796
SH
SOLE
0
0
4796
NOVARTIS A G
SPONSORED ADR
66987V109
746
8694
SH
SOLE
0
0
8694
CATERPILLAR INC DEL
COM
149123101
985
7749
SH
SOLE
0
0
7749
SMART GLOBAL HLDGS INC
SHS
G8232Y101
342
11522
SH
SOLE
0
0
11522
ISHARES TR
CORE MSCI TOTAL
46432F834
3627
69046
SH
SOLE
0
0
69046
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
918
3
SH
SOLE
0
0
3
NETFLIX INC
COM
64110L106
1
100
SH
Call
SOLE
0
0
100
MEDTRONIC PLC
SHS
G5960L103
783
8605
SH
SOLE
0
0
8605
FIRST TR EXCHANGE TRADED FD
DJ INTERNT IDX
33733E302
504
4318
SH
SOLE
0
0
4318
BLACKROCK INC
COM
09247X101
279
711
SH
SOLE
0
0
711
UNITED TECHNOLOGIES CORP
COM
913017109
1382
12983
SH
SOLE
0
0
12983
ISHARES TR
CORE HIGH DV ETF
46429B663
347
4114
SH
SOLE
0
0
4114
KIMBERLY CLARK CORP
COM
494368103
255
2241
SH
SOLE
0
0
2241
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
2723
13338
SH
SOLE
0
0
13338
BP PLC
SPONSORED ADR
055622104
784
20677
SH
SOLE
0
0
20677
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
2337
17047
SH
SOLE
0
0
17047
IQIYI INC
SPONSORED ADS
46267X108
243
16344
SH
SOLE
0
0
16344
LOWES COS INC
COM
548661107
0
400
SH
Call
SOLE
0
0
400
WISDOMTREE TR
INTL SMCAP DIV
97717W760
809
13405
SH
SOLE
0
0
13405
UNDER ARMOUR INC
CL C
904311206
233
14382
SH
SOLE
0
0
14382
ENERGY TRANSFER LP
COM UT LTD PTN
29273V100
217
16449
SH
SOLE
0
0
16449
FACEBOOK INC
CL A
30303M102
0
2700
SH
Call
SOLE
0
0
2700
DISNEY WALT CO
COM DISNEY
254687106
759
6919
SH
SOLE
0
0
6919
PHILIP MORRIS INTL INC
COM
718172109
2972
44516
SH
SOLE
0
0
44516
PAYPAL HLDGS INC
COM
70450Y103
219
2602
SH
SOLE
0
0
2602
TJX COS INC NEW
COM
872540109
320
7160
SH
SOLE
0
0
7160
WALMART INC
COM
931142103
1174
12599
SH
SOLE
0
0
12599
PEOPLES UNITED FINANCIAL INC
COM
712704105
367
25459
SH
SOLE
0
0
25459
BARRICK GOLD CORP
COM
067901108
509
37579
SH
SOLE
0
0
37579
NIKE INC
CL B
654106103
1520
20503
SH
SOLE
0
0
20503
CHEVRON CORP NEW
COM
166764100
2661
24458
SH
SOLE
0
0
24458
VANGUARD INDEX FDS
SMALL CP ETF
922908751
218
1654
SH
SOLE
0
0
1654
AFLAC INC
COM
001055102
291
6393
SH
SOLE
0
0
6393
NUCOR CORP
COM
670346105
233
4493
SH
SOLE
0
0
4493
ALTRIA GROUP INC
COM
02209S103
2238
45321
SH
SOLE
0
0
45321
BRISTOL MYERS SQUIBB CO
COM
110122108
2284
43947
SH
SOLE
0
0
43947
VERIZON COMMUNICATIONS INC
COM
92343V104
2095
37265
SH
SOLE
0
0
37265
GLAXOSMITHKLINE PLC
SPONSORED ADR
37733W105
205
5361
SH
SOLE
0
0
5361
MERCK & CO INC
COM
58933Y105
1569
20527
SH
SOLE
0
0
20527
DUKE ENERGY CORP NEW
COM NEW
26441C204
321
3721
SH
SOLE
0
0
3721
ICAHN ENTERPRISES LP
DEPOSITARY UNIT
451100101
0
2000
SH
Call
SOLE
0
0
2000
AMGEN INC
COM
031162100
386
1982
SH
SOLE
0
0
1982
ISHARES TR
CORE S&P SCP ETF
464287804
2792
40284
SH
SOLE
0
0
40284
AMAZON COM INC
COM
023135106
10790
7184
SH
SOLE
0
0
7184
DOWDUPONT INC
COM
26078J100
382
7148
SH
SOLE
0
0
7148
JPMORGAN CHASE & CO
COM
46625H100
5456
55886
SH
SOLE
0
0
55886
NETFLIX INC
COM
64110L106
783
2924
SH
SOLE
0
0
2924
UNITEDHEALTH GROUP INC
COM
91324P102
549
2206
SH
SOLE
0
0
2206
BOEING CO
COM
097023105
1301
4033
SH
SOLE
0
0
4033
SALESFORCE COM INC
COM
79466L302
2278
16633
SH
SOLE
0
0
16633
COCA COLA CO
COM
191216100
524
11065
SH
SOLE
0
0
11065
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
269
5676
SH
SOLE
0
0
5676
VISA INC
COM CL A
92826C839
1215
9212
SH
SOLE
0
0
9212
INVESCO EXCHANGE TRADED FD T
DYNMC PHRMCTLS
46137V662
389
6240
SH
SOLE
0
0
6240
ORACLE CORP
COM
68389X105
1589
35196
SH
SOLE
0
0
35196
VALERO ENERGY CORP NEW
COM
91913Y100
305
4074
SH
SOLE
0
0
4074
CELGENE CORP
COM
151020104
785
12243
SH
SOLE
0
0
12243
FACEBOOK INC
CL A
30303M102
0
600
SH
Call
SOLE
0
0
600
EVERSOURCE ENERGY
COM
30040W108
278
4268
SH
SOLE
0
0
4268
MASTERCARD INCORPORATED
CL A
57636Q104
304
1613
SH
SOLE
0
0
1613
MICRON TECHNOLOGY INC
COM
595112103
362
11406
SH
SOLE
0
0
11406
PFIZER INC
COM
717081103
1860
42616
SH
SOLE
0
0
42616
MARATHON PETE CORP
COM
56585A102
985
16696
SH
SOLE
0
0
16696
ISHARES TR
MODERT ALLOC ETF
464289875
489
13706
SH
SOLE
0
0
13706
WISDOMTREE TR
US SMALLCP ERNGS
97717W562
776
24226
SH
SOLE
0
0
24226
BANK AMER CORP
COM
060505104
4434
179947
SH
SOLE
0
0
179947
PHILLIPS 66
COM
718546104
358
4158
SH
SOLE
0
0
4158
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
46137V308
372
7130
SH
SOLE
0
0
7130
ISHARES TR
SP SMCP600VL ETF
464287879
323
2447
SH
SOLE
0
0
2447
IDEXX LABS INC
COM
45168D104
1159
6228
SH
SOLE
0
0
6228
ABBVIE INC
COM
00287Y109
1783
19343
SH
SOLE
0
0
19343
JOHNSON & JOHNSON
COM
478160104
3151
24420
SH
SOLE
0
0
24420
LAM RESEARCH CORP
COM
512807108
1259
9247
SH
SOLE
0
0
9247
ISHARES INC
CORE MSCI EMKT
46434G103
765
16217
SH
SOLE
0
0
16217
PEPSICO INC
COM
713448108
931
8426
SH
SOLE
0
0
8426
CONOCOPHILLIPS
COM
20825C104
952
15275
SH
SOLE
0
0
15275
SPDR SERIES TRUST
HLTH CR EQUIP
78464A581
631
9005
SH
SOLE
0
0
9005
EXELON CORP
COM
30161N101
215
4759
SH
SOLE
0
0
4759
PROCTER AND GAMBLE CO
COM
742718109
2168
23581
SH
SOLE
0
0
23581
KRAFT HEINZ CO
COM
500754106
323
7507
SH
SOLE
0
0
7507
WALGREENS BOOTS ALLIANCE INC
COM
931427108
3586
52481
SH
SOLE
0
0
52481
SPDR SERIES TRUST
S&P BIOTECH
78464A870
3916
54572
SH
SOLE
0
0
54572
FACEBOOK INC
CL A
30303M102
3678
28054
SH
SOLE
0
0
28054
JAZZ PHARMACEUTICALS PLC
SHS USD
G50871105
343
2765
SH
SOLE
0
0
2765
DEERE & CO
COM
244199105
269
1806
SH
SOLE
0
0
1806
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
326
5462
SH
SOLE
0
0
5462
ICAHN ENTERPRISES LP
DEPOSITARY UNIT
451100101
0
800
SH
Call
SOLE
0
0
800
SALESFORCE COM INC
COM
79466L302
0
200
SH
Call
SOLE
0
0
200
COMCAST CORP NEW
CL A
20030N101
410
12042
SH
SOLE
0
0
12042
FIRST TR VALUE LINE DIVID IN
SHS
33734H106
12684
436172
SH
SOLE
0
0
436172
PIMCO DYNAMIC INCOME FD
SHS
72201Y101
2774
95074
SH
SOLE
0
0
95074
NEXTERA ENERGY INC
COM
65339F101
695
3999
SH
SOLE
0
0
3999
MICROSOFT CORP
COM
594918104
0
1800
SH
Call
SOLE
0
0
1800
ABBOTT LABS
COM
002824100
1844
25489
SH
SOLE
0
0
25489
ALPHABET INC
CAP STK CL A
02079K305
605
579
SH
SOLE
0
0
579
HCI GROUP INC
NOTE 3.875% 3/1
40416EAB9
10
10000
PRN
SOLE
0
0
10000
CAMDEN NATL CORP
COM
133034108
1460
40603
SH
SOLE
0
0
40603
PFIZER INC
COM
717081103
0
3000
SH
Call
SOLE
0
0
3000
GENERAL ELECTRIC CO
COM
369604103
362
47851
SH
SOLE
0
0
47851
VANECK VECTORS ETF TR
SEMICONDUCTOR ET
92189F676
316
3618
SH
SOLE
0
0
3618
ISHARES TR
AGGRES ALLOC ETF
464289859
584
12030
SH
SOLE
0
0
12030
BAR HBR BANKSHARES
COM
066849100
1096
48868
SH
SOLE
0
0
48868
IQIYI INC
SPONSORED ADS
46267X108
0
2500
SH
Call
SOLE
0
0
2500
APPLE INC
COM
037833100
18166
115164
SH
SOLE
0
0
115164
UNION PAC CORP
COM
907818108
362
2621
SH
SOLE
0
0
2621
FIRST TR EXCHANG TRADED FD I
MANAGD MUN ETF
33739N108
1187
22549
SH
SOLE
0
0
22549
LOWES COS INC
COM
548661107
365
3952
SH
SOLE
0
0
3952
IQIYI INC
SPONSORED ADS
46267X108
0
5000
SH
Call
SOLE
0
0
5000
FORD MTR CO DEL
COM PAR $0.01
345370860
274
35771
SH
SOLE
0
0
35771
INTERNATIONAL BUSINESS MACHS
COM
459200101
498
4378
SH
SOLE
0
0
4378
ISHARES TR
U.S. MED DVC ETF
464288810
1654
8277
SH
SOLE
0
0
8277
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
2395
22383
SH
SOLE
0
0
22383
AT&T INC
COM
00206R102
2277
79783
SH
SOLE
0
0
79783