0000701516-21-000002.txt : 20210405
0000701516-21-000002.hdr.sgml : 20210405
20210405151845
ACCESSION NUMBER: 0000701516-21-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210405
DATE AS OF CHANGE: 20210405
EFFECTIVENESS DATE: 20210405
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: 21805064
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
true
0000701516
XXXXXXXX
03-31-2021
03-31-2021
MEANS INVESTMENT CO., INC.
802 STILLWATER AVENUE
BANGOR
ME
04401-3614
13F HOLDINGS REPORT
028-19471
N
Dawn Hatch
Operations Manager & Chief Compliance Officer
2079476763
Dawn Hatch
Bangor
ME
04-05-2021
0
199
439471
false
INFORMATION TABLE
2
MeansInvestment_13f_20210331.xml
PFIZER INC
COM
717081103
1442
39802
SH
SOLE
0
0
0
39802
DEERE & CO
COM
244199105
641
1714
SH
SOLE
0
0
0
1714
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
33739N108
1366
24206
SH
SOLE
0
0
0
24206
KIMBERLY-CLARK CORP
COM
494368103
313
2254
SH
SOLE
0
0
0
2254
DISNEY WALT CO
COM
254687106
6872
37240
SH
SOLE
0
0
0
37240
STARBUCKS CORP
COM
855244109
2
300
SH
Call
SOLE
0
0
0
300
STARBUCKS CORP
COM
855244109
9
4000
SH
Call
SOLE
0
0
0
4000
BARCLAYS BANK PLC
IPTH SR B S&P
06746P621
231
20290
SH
SOLE
0
0
0
20290
ACTIVISION BLIZZARD INC
COM
00507V109
247
2656
SH
SOLE
0
0
0
2656
DRAFTKINGS INC
COM CL A
26142R104
510
8308
SH
SOLE
0
0
0
8308
MICRON TECHNOLOGY INC
COM
595112103
347
3934
SH
SOLE
0
0
0
3934
MASTERCARD INCORPORATED
CL A
57636Q104
537
1509
SH
SOLE
0
0
0
1509
SPDR S&P 500 ETF TR
TR UNIT
78462F103
2353
5936
SH
SOLE
0
0
0
5936
EVERSOURCE ENERGY
COM
30040W108
292
3367
SH
SOLE
0
0
0
3367
ABBOTT LABS
COM
002824100
4214
35165
SH
SOLE
0
0
0
35165
BK OF AMERICA CORP
COM
060505104
6959
179861
SH
SOLE
0
0
0
179861
AMERICAN EXPRESS CO
COM
025816109
342
2419
SH
SOLE
0
0
0
2419
DRAFTKINGS INC
COM CL A
26142R104
4
1000
SH
Call
SOLE
0
0
0
1000
IDEXX LABS INC
COM
45168D104
2532
5174
SH
SOLE
0
0
0
5174
NUCOR CORP
COM
670346105
821
10225
SH
SOLE
0
0
0
10225
PEPSICO INC
COM
713448108
1605
11345
SH
SOLE
0
0
0
11345
STATE STR CORP
COM
857477103
265
3159
SH
SOLE
0
0
0
3159
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
46137V308
559
6643
SH
SOLE
0
0
0
6643
NIKE INC
CL B
654106103
0
400
SH
Call
SOLE
0
0
0
400
MGM RESORTS INTERNATIONAL
COM
552953101
320
8425
SH
SOLE
0
0
0
8425
NEXTERA ENERGY INC
COM
65339F101
1660
21950
SH
SOLE
0
0
0
21950
UNION PAC CORP
COM
907818108
485
2200
SH
SOLE
0
0
0
2200
PRUDENTIAL FINL INC
COM
744320102
1473
16164
SH
SOLE
0
0
0
16164
CATERPILLAR INC
COM
149123101
320
1379
SH
SOLE
0
0
0
1379
AT&T INC
COM
00206R102
2300
75981
SH
SOLE
0
0
0
75981
DESKTOP METAL INC
COM CL A
25058X105
179
12042
SH
SOLE
0
0
0
12042
ISHARES TR
MSCI USA MIN VOL
46429B697
307
4442
SH
SOLE
0
0
0
4442
BAIDU INC
SPON ADR REP A
056752108
248
1142
SH
SOLE
0
0
0
1142
TARGET CORP
COM
87612E106
319
1612
SH
SOLE
0
0
0
1612
DESKTOP METAL INC
COM CL A
25058X105
0
100
SH
Call
SOLE
0
0
0
100
QUALCOMM INC
COM
747525103
249
1875
SH
SOLE
0
0
0
1875
LOWES COS INC
COM
548661107
882
4636
SH
SOLE
0
0
0
4636
NOVARTIS AG
SPONSORED ADR
66987V109
660
7724
SH
SOLE
0
0
0
7724
APPLE INC
COM
037833100
55117
451226
SH
SOLE
0
0
0
451226
TORONTO DOMINION BK ONT
COM NEW
891160509
473
7251
SH
SOLE
0
0
0
7251
AMAZON COM INC
COM
023135106
31956
10328
SH
SOLE
0
0
0
10328
FIRST TR EXCHANGE-TRADED FD
DJ INTERNT IDX
33733E302
2500
11465
SH
SOLE
0
0
0
11465
TRANE TECHNOLOGIES PLC
SHS
G8994E103
208
1259
SH
SOLE
0
0
0
1259
MERCK & CO. INC
COM
58933Y105
2826
36654
SH
SOLE
0
0
0
36654
PHILIP MORRIS INTL INC
COM
718172109
3438
38738
SH
SOLE
0
0
0
38738
ISHARES TR
U.S. MED DVC ETF
464288810
8809
26665
SH
SOLE
0
0
0
26665
TEXAS INSTRS INC
COM
882508104
216
1143
SH
SOLE
0
0
0
1143
WISDOMTREE TR
US SMALLCAP FUND
97717W562
919
19389
SH
SOLE
0
0
0
19389
PROCTER AND GAMBLE CO
COM
742718109
3508
25900
SH
SOLE
0
0
0
25900
FIVERR INTL LTD
ORD SHS
M4R82T106
6
200
SH
Call
SOLE
0
0
0
200
GILEAD SCIENCES INC
COM
375558103
0
100
SH
Call
SOLE
0
0
0
100
BOEING CO
COM
097023105
884
3471
SH
SOLE
0
0
0
3471
ROKU INC
COM CL A
77543R102
357
1095
SH
SOLE
0
0
0
1095
VANGUARD INDEX FDS
GROWTH ETF
922908736
337
1311
SH
SOLE
0
0
0
1311
ORACLE CORP
COM
68389X105
2593
36959
SH
SOLE
0
0
0
36959
DRAFTKINGS INC
COM CL A
26142R104
1
100
SH
Call
SOLE
0
0
0
100
JAZZ PHARMACEUTICALS PLC
SHS USD
G50871105
392
2384
SH
SOLE
0
0
0
2384
ELECTRAMECCANICA VEHS CORP
COM NEW
284849205
2
2000
SH
Call
SOLE
0
0
0
2000
MODERNA INC
COM
60770K107
248
1897
SH
SOLE
0
0
0
1897
ARK ETF TR
AUTNMUS TECHNLGY
00214Q203
975
11616
SH
SOLE
0
0
0
11616
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
23
1500
SH
Call
SOLE
0
0
0
1500
DUKE ENERGY CORP NEW
COM NEW
26441C204
398
4124
SH
SOLE
0
0
0
4124
NIKE INC
CL B
654106103
4531
34095
SH
SOLE
0
0
0
34095
JETBLUE AWYS CORP
COM
477143101
1061
52178
SH
SOLE
0
0
0
52178
INTEL CORP
COM
458140100
2894
45221
SH
SOLE
0
0
0
45221
WALMART INC
COM
931142103
2493
18351
SH
SOLE
0
0
0
18351
ISHARES TR
SP SMCP600VL ETF
464287879
358
3552
SH
SOLE
0
0
0
3552
ISHARES TR
CORE S&P SCP ETF
464287804
10922
100639
SH
SOLE
0
0
0
100639
JPMORGAN CHASE & CO
COM
46625H100
11500
75542
SH
SOLE
0
0
0
75542
ISHARES TR
CORE MSCI TOTAL
46432F834
1812
25782
SH
SOLE
0
0
0
25782
VANECK VECTORS ETF TR
SEMICONDUCTOR ET
92189F676
742
3047
SH
SOLE
0
0
0
3047
COMCAST CORP NEW
CL A
20030N101
758
14001
SH
SOLE
0
0
0
14001
CISCO SYS INC
COM
17275R102
2159
41755
SH
SOLE
0
0
0
41755
BRISTOL-MYERS SQUIBB CO
COM
110122108
3238
51295
SH
SOLE
0
0
0
51295
EXXON MOBIL CORP
COM
30231G102
1308
23433
SH
SOLE
0
0
0
23433
ZILLOW GROUP INC
CL A
98954M101
421
3203
SH
SOLE
0
0
0
3203
ABBVIE INC
COM
00287Y109
3215
29708
SH
SOLE
0
0
0
29708
MICROSOFT CORP
COM
594918104
6
100
SH
Call
SOLE
0
0
0
100
CHEVRON CORP NEW
COM
166764100
5728
54666
SH
SOLE
0
0
0
54666
EATON CORP PLC
SHS
G29183103
479
3464
SH
SOLE
0
0
0
3464
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
3507
13727
SH
SOLE
0
0
0
13727
SPDR SER TR
HLTH CR EQUIP
78464A581
2550
21321
SH
SOLE
0
0
0
21321
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
6948
30645
SH
SOLE
0
0
0
30645
APPLE INC
COM
037833100
9
200
SH
Call
SOLE
0
0
0
200
ELECTRAMECCANICA VEHS CORP
COM NEW
284849205
46
9770
SH
SOLE
0
0
0
9770
SYSCO CORP
COM
871829107
200
2544
SH
SOLE
0
0
0
2544
VANGUARD INDEX FDS
VALUE ETF
922908744
222
1687
SH
SOLE
0
0
0
1687
GILEAD SCIENCES INC
COM
375558103
446
6907
SH
SOLE
0
0
0
6907
VISA INC
COM CL A
92826C839
3865
18254
SH
SOLE
0
0
0
18254
SQUARE INC
CL A
852234103
289
1275
SH
SOLE
0
0
0
1275
CHARTER COMMUNICATIONS INC N
CL A
16119P108
519
841
SH
SOLE
0
0
0
841
ISHARES TR
NASDAQ BIOTECH
464287556
771
5124
SH
SOLE
0
0
0
5124
PALANTIR TECHNOLOGIES INC
CL A
69608A108
769
33031
SH
SOLE
0
0
0
33031
FIVERR INTL LTD
ORD SHS
M4R82T106
250
1150
SH
SOLE
0
0
0
1150
BOEING CO
COM
097023105
6
800
SH
Call
SOLE
0
0
0
800
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
236
1605
SH
SOLE
0
0
0
1605
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
236
861
SH
SOLE
0
0
0
861
MONDELEZ INTL INC
CL A
609207105
2618
44721
SH
SOLE
0
0
0
44721
SPDR SER TR
S&P BIOTECH
78464A870
10815
79729
SH
SOLE
0
0
0
79729
PALANTIR TECHNOLOGIES INC
CL A
69608A108
2
1000
SH
Call
SOLE
0
0
0
1000
BLACKSTONE GROUP INC
COM CL A
09260D107
1866
25035
SH
SOLE
0
0
0
25035
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
205
1281
SH
SOLE
0
0
0
1281
LILLY ELI & CO
COM
532457108
581
3112
SH
SOLE
0
0
0
3112
PINTEREST INC
CL A
72352L106
411
5557
SH
SOLE
0
0
0
5557
TJX COS INC NEW
COM
872540109
1714
25914
SH
SOLE
0
0
0
25914
ISHARES TR
RUS MDCP VAL ETF
464287473
390
3569
SH
SOLE
0
0
0
3569
WALGREENS BOOTS ALLIANCE INC
COM
931427108
2763
50319
SH
SOLE
0
0
0
50319
VANGUARD INDEX FDS
SMALL CP ETF
922908751
382
1785
SH
SOLE
0
0
0
1785
PEOPLES UNITED FINANCIAL INC
COM
712704105
451
25185
SH
SOLE
0
0
0
25185
INVESCO EXCHANGE TRADED FD T
DYNMC PHRMCTLS
46137V662
376
4768
SH
SOLE
0
0
0
4768
FACEBOOK INC
CL A
30303M102
10267
34858
SH
SOLE
0
0
0
34858
GLAXOSMITHKLINE PLC
SPONSORED ADR
37733W105
206
5761
SH
SOLE
0
0
0
5761
PALANTIR TECHNOLOGIES INC
CL A
69608A108
3
1500
SH
Call
SOLE
0
0
0
1500
ZOOM VIDEO COMMUNICATIONS IN
CL A
98980L101
521
1622
SH
SOLE
0
0
0
1622
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
237
497
SH
SOLE
0
0
0
497
JANUS DETROIT STR TR
HENDRSN SHRT ETF
47103U886
995
19820
SH
SOLE
0
0
0
19820
SALESFORCE COM INC
COM
79466L302
6545
30890
SH
SOLE
0
0
0
30890
DRAFTKINGS INC
COM CL A
26142R104
3
300
SH
Call
SOLE
0
0
0
300
ALTRIA GROUP INC
COM
02209S103
2139
41819
SH
SOLE
0
0
0
41819
ELECTRAMECCANICA VEHS CORP
COM NEW
284849205
0
500
SH
Call
SOLE
0
0
0
500
SMART GLOBAL HLDGS INC
SHS
G8232Y101
878
19079
SH
SOLE
0
0
0
19079
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
386
1
SH
SOLE
0
0
0
1
CAMDEN NATL CORP
COM
133034108
1690
35304
SH
SOLE
0
0
0
35304
HOME DEPOT INC
COM
437076102
1417
4642
SH
SOLE
0
0
0
4642
CHUBB LIMITED
COM
H1467J104
216
1366
SH
SOLE
0
0
0
1366
ISHARES TR
AGGRES ALLOC ETF
464289859
633
9450
SH
SOLE
0
0
0
9450
COCA COLA CO
COM
191216100
913
17324
SH
SOLE
0
0
0
17324
NETFLIX INC
COM
64110L106
714
1369
SH
SOLE
0
0
0
1369
INVESCO QQQ TR
UNIT SER 1
46090E103
562
1762
SH
SOLE
0
0
0
1762
AMGEN INC
COM
031162100
569
2289
SH
SOLE
0
0
0
2289
LOCKHEED MARTIN CORP
COM
539830109
610
1651
SH
SOLE
0
0
0
1651
TESLA INC
COM
88160R101
1318
1973
SH
SOLE
0
0
0
1973
RH
COM
74967X103
206
345
SH
SOLE
0
0
0
345
SOUTHERN CO
COM
842587107
396
6377
SH
SOLE
0
0
0
6377
ARK ETF TR
FINTECH INNOVA
00214Q708
1282
25083
SH
SOLE
0
0
0
25083
UNITEDHEALTH GROUP INC
COM
91324P102
1520
4087
SH
SOLE
0
0
0
4087
ARROWHEAD PHARMACEUTICALS IN
COM
04280A100
247
3730
SH
SOLE
0
0
0
3730
INTERNATIONAL BUSINESS MACHS
COM
459200101
1011
7583
SH
SOLE
0
0
0
7583
CARRIER GLOBAL CORPORATION
COM
14448C104
545
12899
SH
SOLE
0
0
0
12899
FORD MTR CO DEL
COM
345370860
4
2000
SH
Call
SOLE
0
0
0
2000
3M CO
COM
88579Y101
353
1834
SH
SOLE
0
0
0
1834
VERIZON COMMUNICATIONS INC
COM
92343V104
3108
53450
SH
SOLE
0
0
0
53450
NVIDIA CORPORATION
COM
67066G104
958
1793
SH
SOLE
0
0
0
1793
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
33690
162698
SH
SOLE
0
0
0
162698
UBER TECHNOLOGIES INC
COM
90353T100
210
3857
SH
SOLE
0
0
0
3857
SERVICENOW INC
COM
81762P102
1252
2503
SH
SOLE
0
0
0
2503
ISHARES TR
MSCI EMG MKT ETF
464287234
6892
129200
SH
SOLE
0
0
0
129200
NORTHROP GRUMMAN CORP
COM
666807102
2122
6558
SH
SOLE
0
0
0
6558
STARBUCKS CORP
COM
855244109
3382
30951
SH
SOLE
0
0
0
30951
APPLE INC
COM
037833100
0
400
SH
Call
SOLE
0
0
0
400
MICROSOFT CORP
COM
594918104
24512
103965
SH
SOLE
0
0
0
103965
STAG INDL INC
COM
85254J102
447
13306
SH
SOLE
0
0
0
13306
ADOBE SYSTEMS INCORPORATED
COM
00724F101
1276
2685
SH
SOLE
0
0
0
2685
GENERAL MLS INC
COM
370334104
248
4038
SH
SOLE
0
0
0
4038
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
1114
14421
SH
SOLE
0
0
0
14421
PALANTIR TECHNOLOGIES INC
CL A
69608A108
3
1000
SH
Call
SOLE
0
0
0
1000
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
480
5000
SH
SOLE
0
0
0
5000
PIMCO DYNAMIC INCOME FD
SHS
72201Y101
2818
100102
SH
SOLE
0
0
0
100102
MCDONALDS CORP
COM
580135101
3087
13774
SH
SOLE
0
0
0
13774
VANGUARD WORLD FD
MEGA CAP VAL ETF
921910840
9779
102720
SH
SOLE
0
0
0
102720
ETF MANAGERS TR
PRIME MOBILE PAY
26924G409
3116
46660
SH
SOLE
0
0
0
46660
CIGNA CORP NEW
COM
125523100
226
934
SH
SOLE
0
0
0
934
BARRICK GOLD CORP
COM
067901108
818
41335
SH
SOLE
0
0
0
41335
GOLDMAN SACHS GROUP INC
COM
38141G104
2929
8956
SH
SOLE
0
0
0
8956
ALPHABET INC
CAP STK CL A
02079K305
1380
669
SH
SOLE
0
0
0
669
BAR HBR BANKSHARES
COM
066849100
2038
69257
SH
SOLE
0
0
0
69257
PHILLIPS 66
COM
718546104
355
4353
SH
SOLE
0
0
0
4353
ALPHABET INC
CAP STK CL C
02079K107
8288
4006
SH
SOLE
0
0
0
4006
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
2806
27531
SH
SOLE
0
0
0
27531
DOCUSIGN INC
COM
256163106
713
3523
SH
SOLE
0
0
0
3523
SNOWFLAKE INC
CL A
833445109
1465
6388
SH
SOLE
0
0
0
6388
FACEBOOK INC
CL A
30303M102
3
100
SH
Call
SOLE
0
0
0
100
VALERO ENERGY CORP
COM
91913Y100
343
4792
SH
SOLE
0
0
0
4792
BERKLEY W R CORP
COM
084423102
1766
23442
SH
SOLE
0
0
0
23442
EXCHANGE TRADED CONCEPTS TR
ROBO GLB ETF
301505707
335
5279
SH
SOLE
0
0
0
5279
FORD MTR CO DEL
COM
345370860
160
13076
SH
SOLE
0
0
0
13076
ARK ETF TR
GENOMIC REV ETF
00214Q302
5244
59101
SH
SOLE
0
0
0
59101
FACEBOOK INC
CL A
30303M102
10
100
SH
Call
SOLE
0
0
0
100
BP PLC
SPONSORED ADR
055622104
355
14578
SH
SOLE
0
0
0
14578
ISHARES TR
CORE HIGH DV ETF
46429B663
350
3689
SH
SOLE
0
0
0
3689
CROWDSTRIKE HLDGS INC
CL A
22788C105
360
1970
SH
SOLE
0
0
0
1970
ISHARES TR
CORE S&P500 ETF
464287200
623
1566
SH
SOLE
0
0
0
1566
ELECTRAMECCANICA VEHS CORP
COM NEW
284849205
0
1000
SH
Call
SOLE
0
0
0
1000
UNITED PARCEL SERVICE INC
CL B
911312106
242
1423
SH
SOLE
0
0
0
1423
MEDTRONIC PLC
SHS
G5960L103
1423
12049
SH
SOLE
0
0
0
12049
CONOCOPHILLIPS
COM
20825C104
376
7102
SH
SOLE
0
0
0
7102
AFLAC INC
COM
001055102
272
5321
SH
SOLE
0
0
0
5321
BLACKROCK INC
COM
09247X101
1592
2111
SH
SOLE
0
0
0
2111
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
33734X192
610
6368
SH
SOLE
0
0
0
6368
ISHARES TR
EAFE GRWTH ETF
464288885
392
3903
SH
SOLE
0
0
0
3903
ISHARES TR
SHORT TREAS BD
464288679
497
4498
SH
SOLE
0
0
0
4498
ISHARES TR
MODERT ALLOC ETF
464289875
525
12061
SH
SOLE
0
0
0
12061
LAM RESEARCH CORP
COM
512807108
6506
10930
SH
SOLE
0
0
0
10930
THERMO FISHER SCIENTIFIC INC
COM
883556102
215
470
SH
SOLE
0
0
0
470
PAYPAL HLDGS INC
COM
70450Y103
517
2129
SH
SOLE
0
0
0
2129
JOHNSON & JOHNSON
COM
478160104
4814
29294
SH
SOLE
0
0
0
29294
NASDAQ INC
COM
631103108
284
1924
SH
SOLE
0
0
0
1924
KRAFT HEINZ CO
COM
500754106
213
5317
SH
SOLE
0
0
0
5317
OTIS WORLDWIDE CORP
COM
68902V107
427
6237
SH
SOLE
0
0
0
6237