0000701516-20-000001.txt : 20200121
0000701516-20-000001.hdr.sgml : 20200121
20200121105605
ACCESSION NUMBER: 0000701516-20-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200121
DATE AS OF CHANGE: 20200121
EFFECTIVENESS DATE: 20200121
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: 20535550
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
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false
false
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0000701516
XXXXXXXX
12-31-2019
12-31-2019
MEANS INVESTMENT CO., INC.
802 STILLWATER AVENUE
BANGOR
ME
04401-3614
13F HOLDINGS REPORT
028-19471
N
Dawn Hatch
Operations Manager
2079476763
Dawn Hatch
Bangor
ME
01-21-2020
0
152
298423
false
INFORMATION TABLE
2
MeansInvestment_13f_20191231.xml
ISHARES TR
MSCI EMG MKT ETF
464287234
369
7986
SH
SOLE
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0
0
7986
MONDELEZ INTL INC
CL A
609207105
2289
41500
SH
SOLE
0
0
0
41500
GOLDMAN SACHS GROUP INC
COM
38141G104
2300
9222
SH
SOLE
0
0
0
9222
3M CO
COM
88579Y101
342
1887
SH
SOLE
0
0
0
1887
INTEL CORP
COM
458140100
2954
49564
SH
SOLE
0
0
0
49564
SYSCO CORP
COM
871829107
202
2435
SH
SOLE
0
0
0
2435
MCDONALDS CORP
COM
580135101
2382
11235
SH
SOLE
0
0
0
11235
CHARTER COMMUNICATIONS INC N
CL A
16119P108
429
853
SH
SOLE
0
0
0
853
STARBUCKS CORP
COM
855244109
2779
29683
SH
SOLE
0
0
0
29683
ISHARES TR
RUS MDCP VAL ETF
464287473
337
3493
SH
SOLE
0
0
0
3493
UNION PACIFIC CORP
COM
907818108
421
2273
SH
SOLE
0
0
0
2273
LILLY ELI & CO
COM
532457108
322
2307
SH
SOLE
0
0
0
2307
ISHARES TR
NASDAQ BIOTECH
464287556
390
3202
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SOLE
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0
0
3202
MICROSOFT CORP
COM
594918104
12958
77546
SH
SOLE
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0
0
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BLACKSTONE GROUP INC
COM CL A
09260D107
1333
21931
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21931
BIODELIVERY SCIENCES INTL IN
COM
09060J106
75
12873
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0
0
12873
EXXON MOBIL CORP
COM
30231G102
1802
26290
SH
SOLE
0
0
0
26290
CISCO SYS INC
COM
17275R102
1751
35715
SH
SOLE
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0
0
35715
ICAHN ENTERPRISES LP
DEPOSITARY UNIT
451100101
486
7362
SH
SOLE
0
0
0
7362
BERKLEY W R CORP
COM
084423102
1649
23441
SH
SOLE
0
0
0
23441
ALPHABET INC
CAP STK CL C
02079K107
4927
3328
SH
SOLE
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0
0
3328
NORTHROP GRUMMAN CORP
COM
666807102
1483
3903
SH
SOLE
0
0
0
3903
VANGUARD GROUP
DIV APP ETF
921908844
248
1925
SH
SOLE
0
0
0
1925
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
33734X192
387
5960
SH
SOLE
0
0
0
5960
GILEAD SCIENCES INC
COM
375558103
494
7841
SH
SOLE
0
0
0
7841
HOME DEPOT INC
COM
437076102
1079
4655
SH
SOLE
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0
0
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NOVARTIS A G
SPONSORED ADR
66987V109
828
8630
SH
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0
0
8630
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
2568
25234
SH
SOLE
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0
0
25234
CATERPILLAR INC DEL
COM
149123101
1952
13210
SH
SOLE
0
0
0
13210
SMART GLOBAL HLDGS INC
SHS
G8232Y101
873
25059
SH
SOLE
0
0
0
25059
ISHARES TR
CORE S&P500 ETF
464287200
512
1536
SH
SOLE
0
0
0
1536
ISHARES TR
CORE MSCI TOTAL
46432F834
2413
38287
SH
SOLE
0
0
0
38287
MERCK & CO INC
COM
58933Y105
1
35500
SH
Call
SOLE
0
0
0
35500
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
1035
3
SH
SOLE
0
0
0
3
MEDTRONIC PLC
SHS
G5960L103
1103
9268
SH
SOLE
0
0
0
9268
JANUS DETROIT STR TR
HENDRSN SHRT ETF
47103U886
582
11693
SH
SOLE
0
0
0
11693
FIRST TR EXCHANGE TRADED FD
DJ INTERNT IDX
33733E302
1719
11584
SH
SOLE
0
0
0
11584
UNITED TECHNOLOGIES CORP
COM
913017109
2053
13298
SH
SOLE
0
0
0
13298
BLACKROCK INC
COM
09247X101
382
713
SH
SOLE
0
0
0
713
ISHARES TR
CORE HIGH DV ETF
46429B663
411
4186
SH
SOLE
0
0
0
4186
KIMBERLY CLARK CORP
COM
494368103
318
2200
SH
SOLE
0
0
0
2200
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
3835
16658
SH
SOLE
0
0
0
16658
BP PLC
SPONSORED ADR
055622104
855
22056
SH
SOLE
0
0
0
22056
ALIBABA GROUP HLDG LTD
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01609W102
3935
17302
SH
SOLE
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0
0
17302
WISDOMTREE TR
INTL SMCAP DIV
97717W760
401
5667
SH
SOLE
0
0
0
5667
DISNEY WALT CO
COM DISNEY
254687106
1213
8406
SH
SOLE
0
0
0
8406
UNDER ARMOUR INC
CL C
904311206
255
13892
SH
SOLE
0
0
0
13892
PHILIP MORRIS INTL INC
COM
718172109
3922
44222
SH
SOLE
0
0
0
44222
PAYPAL HLDGS INC
COM
70450Y103
310
2674
SH
SOLE
0
0
0
2674
TJX COS INC NEW
COM
872540109
1634
26071
SH
SOLE
0
0
0
26071
WISDOMTREE TR
US SMALLCAP FUND
97717W562
943
24706
SH
SOLE
0
0
0
24706
WALMART INC
COM
931142103
1604
13953
SH
SOLE
0
0
0
13953
NIKE INC
CL B
654106103
2977
28484
SH
SOLE
0
0
0
28484
CHEVRON CORP NEW
COM
166764100
3016
26090
SH
SOLE
0
0
0
26090
ALTRIA GROUP INC
COM
02209S103
2388
46814
SH
SOLE
0
0
0
46814
VANGUARD INDEX FDS
SMALL CP ETF
922908751
301
1774
SH
SOLE
0
0
0
1774
AFLAC INC
COM
001055102
283
5304
SH
SOLE
0
0
0
5304
NUCOR CORP
COM
670346105
588
10920
SH
SOLE
0
0
0
10920
MERCK & CO INC
COM
58933Y105
0
4000
SH
Call
SOLE
0
0
0
4000
BRISTOL MYERS SQUIBB CO
COM
110122108
3800
56953
SH
SOLE
0
0
0
56953
VERIZON COMMUNICATIONS INC
COM
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2564
42633
SH
SOLE
0
0
0
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MERCK & CO INC
COM
58933Y105
3240
35621
SH
SOLE
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0
0
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GLAXOSMITHKLINE PLC
SPONSORED ADR
37733W105
286
5975
SH
SOLE
0
0
0
5975
DUKE ENERGY CORP NEW
COM NEW
26441C204
382
4074
SH
SOLE
0
0
0
4074
BARRICK GOLD CORPORATION
COM
067901108
680
37875
SH
SOLE
0
0
0
37875
AMGEN INC
COM
031162100
471
1952
SH
SOLE
0
0
0
1952
ISHARES TR
CORE S&P SCP ETF
464287804
7803
91404
SH
SOLE
0
0
0
91404
VANECK VECTORS ETF TRUST
SEMICONDUCTOR ET
92189F676
534
3659
SH
SOLE
0
0
0
3659
AMAZON COM INC
COM
023135106
16167
8670
SH
SOLE
0
0
0
8670
L3HARRIS TECHNOLOGIES INC
COM
502431109
209
953
SH
SOLE
0
0
0
953
CHUBB LIMITED
COM
H1467J104
211
1371
SH
SOLE
0
0
0
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JPMORGAN CHASE & CO
COM
46625H100
8757
63365
SH
SOLE
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0
0
63365
AMERICAN EXPRESS CO
COM
025816109
333
2535
SH
SOLE
0
0
0
2535
GENERAL MLS INC
COM
370334104
0
400
SH
Call
SOLE
0
0
0
400
TORONTO DOMINION BK ONT
COM NEW
891160509
328
5779
SH
SOLE
0
0
0
5779
ARROWHEAD PHARMACEUTICALS IN
COM
04280A100
240
4245
SH
SOLE
0
0
0
4245
NETFLIX INC
COM
64110L106
450
1325
SH
SOLE
0
0
0
1325
UNITEDHEALTH GROUP INC
COM
91324P102
815
2729
SH
SOLE
0
0
0
2729
SOUTHERN CO
COM
842587107
440
6534
SH
SOLE
0
0
0
6534
AMAZON COM INC
COM
023135106
1
100
SH
Call
SOLE
0
0
0
100
BOEING CO
COM
097023105
4000
12341
SH
SOLE
0
0
0
12341
SALESFORCE COM INC
COM
79466L302
4020
22062
SH
SOLE
0
0
0
22062
SERVICENOW INC
COM
81762P102
218
697
SH
SOLE
0
0
0
697
COCA COLA CO
COM
191216100
605
10622
SH
SOLE
0
0
0
10622
INVESCO QQQ TR
UNIT SER 1
46090E103
219
979
SH
SOLE
0
0
0
979
ISHARES TR
MSCI EMG MKT ETF
464287234
2
800
SH
Call
SOLE
0
0
0
800
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
227
4631
SH
SOLE
0
0
0
4631
VISA INC
COM CL A
92826C839
2859
13966
SH
SOLE
0
0
0
13966
VANGUARD INDEX FDS
GROWTH ETF
922908736
249
1300
SH
SOLE
0
0
0
1300
ORACLE CORP
COM
68389X105
1934
35075
SH
SOLE
0
0
0
35075
VALERO ENERGY CORP NEW
COM
91913Y100
471
5164
SH
SOLE
0
0
0
5164
INVESCO EXCHANGE TRADED FD T
DYNMC PHRMCTLS
46137V662
322
4862
SH
SOLE
0
0
0
4862
EATON CORP PLC
SHS
G29183103
202
2115
SH
SOLE
0
0
0
2115
EVERSOURCE ENERGY
COM
30040W108
310
3489
SH
SOLE
0
0
0
3489
MICRON TECHNOLOGY INC
COM
595112103
369
6397
SH
SOLE
0
0
0
6397
PFIZER INC
COM
717081103
1671
41251
SH
SOLE
0
0
0
41251
MARATHON PETE CORP
COM
56585A102
1755
30844
SH
SOLE
0
0
0
30844
ISHARES TR
MODERT ALLOC ETF
464289875
454
11167
SH
SOLE
0
0
0
11167
BANK AMER CORP
COM
060505104
6966
200677
SH
SOLE
0
0
0
200677
PHILLIPS 66
COM
718546104
470
4553
SH
SOLE
0
0
0
4553
ISHARES TR
SP SMCP600VL ETF
464287879
365
2261
SH
SOLE
0
0
0
2261
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
46137V308
466
6596
SH
SOLE
0
0
0
6596
PROCTER & GAMBLE CO
COM
742718109
2823
22329
SH
SOLE
0
0
0
22329
ZIMMER BIOMET HLDGS INC
COM
98956P102
203
1358
SH
SOLE
0
0
0
1358
IDEXX LABS INC
COM
45168D104
1702
5956
SH
SOLE
0
0
0
5956
ABBVIE INC
COM
00287Y109
2513
28562
SH
SOLE
0
0
0
28562
FORD MTR CO DEL
COM
345370860
213
23261
SH
SOLE
0
0
0
23261
JOHNSON & JOHNSON
COM
478160104
3344
22417
SH
SOLE
0
0
0
22417
LAM RESEARCH CORP
COM
512807108
2674
8681
SH
SOLE
0
0
0
8681
ISHARES INC
CORE MSCI EMKT
46434G103
350
6309
SH
SOLE
0
0
0
6309
PEPSICO INC
COM
713448108
1227
8686
SH
SOLE
0
0
0
8686
CONOCOPHILLIPS
COM
20825C104
455
6990
SH
SOLE
0
0
0
6990
SPDR SERIES TRUST
HLTH CR EQUIP
78464A581
1968
22295
SH
SOLE
0
0
0
22295
EXELON CORP
COM
30161N101
214
4505
SH
SOLE
0
0
0
4505
NASDAQ INC
COM
631103108
210
1924
SH
SOLE
0
0
0
1924
WALGREENS BOOTS ALLIANCE INC
COM
931427108
2854
52460
SH
SOLE
0
0
0
52460
SPDR SERIES TRUST
S&P BIOTECH
78464A870
6332
65775
SH
SOLE
0
0
0
65775
ISHARES TR
MSCI MIN VOL ETF
46429B697
243
3587
SH
SOLE
0
0
0
3587
FACEBOOK INC
CL A
30303M102
6957
31320
SH
SOLE
0
0
0
31320
JAZZ PHARMACEUTICALS PLC
SHS USD
G50871105
479
3174
SH
SOLE
0
0
0
3174
DEERE & CO
COM
244199105
315
1790
SH
SOLE
0
0
0
1790
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
396
5000
SH
SOLE
0
0
0
5000
MASTERCARD INC
CL A
57636Q104
514
1587
SH
SOLE
0
0
0
1587
COMCAST CORP NEW
CL A
20030N101
705
14844
SH
SOLE
0
0
0
14844
PIMCO DYNAMIC INCOME FD
SHS
72201Y101
4872
148708
SH
SOLE
0
0
0
148708
FIRST TR VALUE LINE DIVID IN
SHS
33734H106
21421
584461
SH
SOLE
0
0
0
584461
GENERAL MLS INC
COM
370334104
219
4061
SH
SOLE
0
0
0
4061
NEXTERA ENERGY INC
COM
65339F101
1377
5436
SH
SOLE
0
0
0
5436
MERCK & CO INC
COM
58933Y105
0
3000
SH
Call
SOLE
0
0
0
3000
ADOBE INC
COM
00724F101
228
652
SH
SOLE
0
0
0
652
ABBOTT LABS
COM
002824100
2977
33446
SH
SOLE
0
0
0
33446
CAMDEN NATL CORP
COM
133034108
1747
37491
SH
SOLE
0
0
0
37491
ALPHABET INC
CAP STK CL A
02079K305
882
596
SH
SOLE
0
0
0
596
AMAZON COM INC
COM
023135106
15
200
SH
Call
SOLE
0
0
0
200
THE TRADE DESK INC
COM CL A
88339J105
223
792
SH
SOLE
0
0
0
792
PEOPLES UTD FINL INC
COM
712704105
419
26090
SH
SOLE
0
0
0
26090
STAG INDL INC
COM
85254J102
269
8281
SH
SOLE
0
0
0
8281
SPDR S&P 500 ETF TR
TR UNIT
78462F103
260
783
SH
SOLE
0
0
0
783
BRISTOL MYERS SQUIBB CO
RIGHT 99/99/9999
110122157
35
10033
SH
SOLE
0
0
0
10033
ISHARES TR
AGGRES ALLOC ETF
464289859
556
9398
SH
SOLE
0
0
0
9398
BAR HBR BANKSHARES
COM
066849100
2297
96688
SH
SOLE
0
0
0
96688
STATE STR CORP
COM
857477103
399
4836
SH
SOLE
0
0
0
4836
LOCKHEED MARTIN CORP
COM
539830109
378
887
SH
SOLE
0
0
0
887
APPLE INC
COM
037833100
35906
112652
SH
SOLE
0
0
0
112652
LOWES COS INC
COM
548661107
483
3946
SH
SOLE
0
0
0
3946
FIRST TR EXCHANG TRADED FD I
MANAGD MUN ETF
33739N108
1205
21484
SH
SOLE
0
0
0
21484
ISHARES TR
U.S. MED DVC ETF
464288810
3786
13844
SH
SOLE
0
0
0
13844
INTERNATIONAL BUSINESS MACHS
COM
459200101
905
6540
SH
SOLE
0
0
0
6540
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
219
2594
SH
SOLE
0
0
0
2594
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
11646
75775
SH
SOLE
0
0
0
75775
ISHARES TR
MSCI EAFE ETF
464287465
208
2955
SH
SOLE
0
0
0
2955
AT&T INC
COM
00206R102
3537
92165
SH
SOLE
0
0
0
92165