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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

MEANS INVESTMENT CO., INC.

Quarter ended Q1 2025 · Filed April 21, 2025 · Accession 0000701516-25-000002

Total Value
$941.7M
Positions
192
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (192)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908363294,500$151.3M16.07%
2APPLE INCAAPL321,481$71.4M7.58%
3VANGUARD INTL EQUITY INDEX F9220427751,135,655$68.9M7.32%
4INVESCO EXCHANGE TRADED FD TIVZ1,267,671$58.3M6.20%
5MICROSOFT CORPMSFT100,224$37.6M4.00%
6AMAZON COM INCAMZN196,061$37.3M3.96%
7VANGUARD WORLD FD921910816110,147$34.0M3.61%
8AMERICAN CENTY ETF TR025072877347,601$30.3M3.22%
9NVIDIA CORPORATIONNVDA269,908$29.3M3.11%
10SELECT SECTOR SPDR TR81369Y860586,531$24.5M2.61%
11ISHARES TR464288208302,927$22.4M2.38%
12VANGUARD WORLD FD921910840172,656$22.2M2.36%
13J P MORGAN EXCHANGE TRADED F46654Q716358,030$19.2M2.03%
14META PLATFORMS INCMETA31,928$18.4M1.95%
15SELECT SECTOR SPDR TR81369Y209107,181$15.6M1.66%
16JPMORGAN CHASE & CO.VYLD63,306$15.5M1.65%
17ALPHABET INCGOOG94,823$14.8M1.57%
18BERKSHIRE HATHAWAY INC DELBRK-A19,796$10.5M1.12%
19BERKLEY W R CORPWRB-PH126,461$9.0M0.96%
20SELECT SECTOR SPDR TR81369Y605170,756$8.5M0.90%
21SPDR S&P MIDCAP 400 ETF TRMDY14,676$7.8M0.83%
22PALANTIR TECHNOLOGIES INCPLTR84,567$7.1M0.76%
23CHEVRON CORP NEWCVX41,885$7.0M0.74%
24ISHARES TR464288810107,768$6.5M0.69%
25VISA INCV17,476$6.1M0.65%
26TESLA INCTSLA23,089$6.0M0.64%
27VANGUARD WHITEHALL FDS92194640645,920$5.9M0.63%
28SALESFORCE INCCRM21,437$5.8M0.61%
29ABBVIE INCABBV26,832$5.6M0.60%
30BANK AMERICA CORP060505104125,738$5.2M0.56%
31PHILIP MORRIS INTL INC71817210932,145$5.1M0.54%
32ORACLE CORPORCL-PD34,002$4.8M0.50%
33LAM RESEARCH CORPLRCX63,445$4.6M0.49%
34WALMART INCWMT51,866$4.6M0.48%
35SPDR SER TR78464A87052,666$4.3M0.45%
36PROCTER AND GAMBLE CO74271810923,745$4.0M0.43%
37ABBOTT LABSABLZF30,162$4.0M0.42%
38VANECK ETF TRUST92189F67618,866$4.0M0.42%
39ELI LILLY & COLLY4,827$4.0M0.42%
40JOHNSON & JOHNSONJNJ23,956$4.0M0.42%
41EXXON MOBIL CORPXOM31,859$3.8M0.40%
42SCHWAB CHARLES CORPSCHW-PJ46,958$3.7M0.39%
43UNITEDHEALTH GROUP INCUNH6,316$3.3M0.35%
44UBER TECHNOLOGIES INCUBER44,113$3.2M0.34%
45J P MORGAN EXCHANGE TRADED F46641Q33256,043$3.2M0.34%
46ALPHABET INCGOOG20,672$3.2M0.34%
47MCDONALDS CORPMCD9,741$3.0M0.32%
48BROADCOM INCAVGO17,361$2.9M0.31%
49PIMCO DYNAMIC INCOME FD72201Y101143,219$2.8M0.30%
50GOLDMAN SACHS GROUP INCGSCE5,063$2.8M0.29%
51TJX COS INC NEW87254010921,852$2.7M0.28%
52MERCK & CO INCMRK29,375$2.6M0.28%
53ALIBABA GROUP HLDG LTDBBAAY17,673$2.3M0.25%
54BLACKSTONE INCBX16,517$2.3M0.25%
55ISHARES TR46428780420,328$2.1M0.23%
56RTX CORPORATIONRTX14,725$2.0M0.21%
57STARBUCKS CORPSBUX19,817$1.9M0.21%
58INTERNATIONAL BUSINESS MACHSINTR7,785$1.9M0.21%
59MASTERCARD INCORPORATEDMA3,456$1.9M0.20%
60SPDR S&P 500 ETF TRSPY3,311$1.9M0.20%
61CAMDEN NATL CORP13303410844,818$1.8M0.19%
62PEPSICO INCPEP12,040$1.8M0.19%
63HOME DEPOT INCHD4,648$1.7M0.18%
64ALTRIA GROUP INCMO27,153$1.6M0.17%
65SERVICENOW INCNOW1,988$1.6M0.17%
66BRISTOL-MYERS SQUIBB COCELG-RI25,305$1.5M0.16%
67MONDELEZ INTL INC60920710522,485$1.5M0.16%
68DISNEY WALT CO25468710615,126$1.5M0.16%
69NEXTERA ENERGY INCNEE-PW20,269$1.4M0.15%
70M & T BK CORP55261F1047,800$1.4M0.15%
71ISHARES INC46434G76424,770$1.4M0.14%
72SHOPIFY INCSHOP14,203$1.4M0.14%
73CROWDSTRIKE HLDGS INCCRWD3,760$1.3M0.14%
74CISCO SYS INCCSCO21,349$1.3M0.14%
75DEERE & CODE2,788$1.3M0.14%
76ISHARES TR4642872002,237$1.3M0.13%
77COCA COLA COKO17,384$1.2M0.13%
78NETFLIX INCNFLX1,332$1.2M0.13%
79NORTHROP GRUMMAN CORPNOC2,339$1.2M0.13%
80ISHARES TR4642875569,323$1.2M0.13%
81BLACKROCK INCBLK1,257$1.2M0.13%
82NUCOR CORPNUE9,444$1.1M0.12%
83HIMS & HERS HEALTH INCHIMS37,829$1.1M0.12%
84NOVO-NORDISK A SNONOF16,016$1.1M0.12%
85ADOBE INCADBE2,651$1.0M0.11%
86VANGUARD INTL EQUITY INDEX F9220427428,602$997,4560.11%
87PALO ALTO NETWORKS INCPANW5,810$991,4770.11%
88PFIZER INCPFE37,066$939,2470.10%
89INVESCO QQQ TRIVZ1,976$926,3740.10%
90SPDR SER TR78464A8889,523$922,8070.10%
91MICROSTRATEGY INCSTRK3,178$916,1740.10%
92SOUTHERN COSOMN9,852$905,9350.10%
93IDEXX LABS INC45168D1042,121$890,8860.09%
94QUALCOMM INCQCOM5,662$869,7330.09%
95EATON CORP PLCETN3,134$851,8230.09%
96VERIZON COMMUNICATIONS INCVZ18,209$825,9460.09%
97PRUDENTIAL FINL INCPUKPF7,166$800,3140.08%
98CARRIER GLOBAL CORPORATIONCARR12,617$799,9250.08%
99BERKSHIRE HATHAWAY INC DELBRK-A1$798,4420.08%
100NOVARTIS AGNVSEF7,066$787,7320.08%
101BAR HBR BANKSHARES06684910026,088$769,5980.08%
102CATERPILLAR INCCAT2,292$756,0010.08%
103CONOCOPHILLIPSCOP7,078$743,2830.08%
104J P MORGAN EXCHANGE TRADED F46654Q20314,330$741,9980.08%
105AMGEN INCAMGN2,337$728,1000.08%
106LOWES COS INC5486611073,008$701,4970.07%
107CHUBB LIMITEDCB2,297$693,5960.07%
108SNOWFLAKE INCSNOW4,678$683,7650.07%
109METLIFE INCMET-PF7,947$638,0560.07%
110GILEAD SCIENCES INCGILD5,691$637,6750.07%
111VANGUARD INDEX FDS9229087361,711$634,4060.07%
112OTIS WORLDWIDE CORPOTIS6,141$633,7050.07%
113WISDOMTREE TRWT12,823$626,2960.07%
114NIKE INCNKE9,332$592,4110.06%
115SOFI TECHNOLOGIES INCSOFI48,338$562,1770.06%
116UNION PAC CORPUNP2,307$545,0640.06%
117FIRST TR EXCHANGE-TRADED FD33733E3022,444$542,8760.06%
118VANGUARD INDEX FDS9229087443,112$537,5570.06%
119PHILLIPS 66PSX4,333$534,9770.06%
120BROWN & BROWN INCBRO4,151$516,3930.05%
121SCHWAB STRATEGIC TR80852420122,976$507,3140.05%
122WELLS FARGO CO NEW9497461016,884$494,1910.05%
123LOCKHEED MARTIN CORPLMT1,095$489,0110.05%
124WALGREENS BOOTS ALLIANCE INC93142710842,626$476,1310.05%
125VALERO ENERGY CORPVLO3,427$452,6270.05%
126UNUM GROUPUNMA5,462$444,9600.05%
127TRANE TECHNOLOGIES PLCTT1,320$444,8010.05%
128NASDAQ INCNDAQ5,772$437,8640.05%
129SELECT SECTOR SPDR TR81369Y1004,993$429,3270.05%
130COMCAST CORP NEWCCZ11,491$424,0270.05%
131COSTCO WHSL CORP NEW22160K105447$423,0290.04%
132SPDR SER TR78464A5815,115$420,4700.04%
133MICRON TECHNOLOGY INCMU4,824$419,1150.04%
134DRAFTKINGS INC NEWDKNG12,574$417,5820.04%
135VANGUARD SPECIALIZED FUNDS9219088442,012$390,2890.04%
136DUKE ENERGY CORP NEWDUKB3,096$377,6440.04%
137PIMCO ETF TR72201R7183,814$366,0410.04%
138INVESCO EXCHANGE TRADED FD TIVZ3,231$364,0360.04%
139SPDR SER TR78464A64914,062$359,1450.04%
140BARRICK GOLD CORP06790110818,421$358,1010.04%
141AT&T INCT-PC12,498$353,4350.04%
142ISHARES TR4642887602,285$349,8590.04%
143ISHARES TR46429B6632,877$348,4740.04%
144ISHARES TR4642874732,757$347,2440.04%
145ISHARES TR4642883074,598$328,4560.03%
146CHENIERE ENERGY INCLNG1,412$326,7460.03%
147VANGUARD INDEX FDS9229087511,450$321,5180.03%
148AMERICAN EXPRESS COAXP1,192$320,7230.03%
149TRAVELERS COMPANIES INCTRV1,199$316,9760.03%
150PROSHARES TR74347G44017,169$314,5310.03%
151CHARTER COMMUNICATIONS INC N16119P108844$311,0390.03%
152SELECT SECTOR SPDR TR81369Y5063,290$307,4890.03%
153STATE STR CORPSTT-PG3,430$307,1310.03%
154THE CIGNA GROUP125523100908$298,7290.03%
155WEYERHAEUSER CO MTN BEWY10,133$296,7010.03%
156AFLAC INCAFL2,664$296,1670.03%
157ADVANCED MICRO DEVICES INCAMD2,810$288,6610.03%
158SELECT SECTOR SPDR TR81369Y8031,396$288,1840.03%
159WASTE MGMT INC DEL94106L1091,244$288,0870.03%
160PROSHARES TR II74347Y88810,591$286,5920.03%
161CVS HEALTH CORPCVS4,177$282,9600.03%
162INVESCO EXCHANGE TRADED FD TIVZ3,267$282,9460.03%
163SHERWIN WILLIAMS COSHW789$275,3740.03%
164PIMCO ETF TR72201R8332,699$271,5910.03%
165YUM BRANDS INCYUM1,720$270,6410.03%
166MARATHON PETE CORPMARA1,839$267,9000.03%
167MORGAN STANLEYMS-PQ2,290$267,1510.03%
168TEXAS INSTRS INC8825081041,479$265,7610.03%
169BANK NEW YORK MELLON CORP0640581003,148$263,9960.03%
170KIMBERLY-CLARK CORPKMB1,847$262,7460.03%
1713M COMMM1,774$260,4790.03%
172ISHARES TR46432F8343,716$259,4230.03%
173ISHARES TR4642881093,165$257,7760.03%
174ISHARES TR4642874653,121$255,0970.03%
175MARSH & MCLENNAN COS INC5717481021,019$248,5720.03%
176GLOBAL X FDS37954Y6736,314$238,2190.03%
177DANAHER CORPORATION2358511021,124$230,4080.02%
178ISHARES TR46435G2683,600$225,1460.02%
179HARTFORD INSURANCE GROUP INCHIG-PG1,799$222,6010.02%
180INMODE LTDINMD12,356$219,1990.02%
181VANGUARD BD INDEX FDS9219378352,971$218,2120.02%
182DICKS SPORTING GOODS INC2533931021,081$217,9270.02%
183TORONTO DOMINION BK ONTTORO3,547$212,6080.02%
184L3HARRIS TECHNOLOGIES INCLHX1,015$212,4160.02%
185SYSCO CORPSYY2,823$211,8090.02%
186SELECT SECTOR SPDR TR81369Y7041,593$208,7910.02%
187ACCENTURE PLC IRELANDACN663$206,8310.02%
188INGREDION INCINGR1,488$201,1920.02%
189FIRST BANCORP INC MEFNLC8,116$200,6330.02%
190ZETA GLOBAL HOLDINGS CORPZETA14,628$198,3510.02%
191GRAB HOLDINGS LIMITEDGRABW7,000$5,4600.00%
192GRAB HOLDINGS LIMITEDGRABW3,000$6300.00%